Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di VanEck ETF Trust - VanEck IG Floating Rate ETF meliputi KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Merit Financial Group, LLC, Concurrent Investment Advisors, LLC, NDOW - Anydrus Advantage ETF, Verus Capital Partners, Llc, Harbor Asset Planning, Inc., Redmont Wealth Advisors Llc, JT Stratford LLC, Signal Advisors Wealth, LLC, Sequoia Financial Advisors, LLC, Colonial Trust Co / SC, Sandy Spring Bank, dan Elequin Capital Lp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 1,058 | 0.28 | 27 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 35,231 | 898 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,306 | 70.97 | 1,640 | 70.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52,140 | 53.19 | 1,330 | 52.93 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 37,717 | 15.88 | 962 | 15.64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,075 | 257 | ||||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 33,604 | 0.01 | 857 | -0.23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19,017 | 0.09 | 485 | -0.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,155,340 | 2.17 | 29,461 | 1.97 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9,279 | 0.25 | 237 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 215,487 | 20.04 | 5,495 | 19.80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 278,846 | 40.32 | 7,111 | 40.04 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 326,833 | 0.11 | 8,334 | -0.08 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 365,516 | 465.87 | 9,321 | 464.85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5,159,089 | 181.99 | 131,557 | 181.43 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 75,555 | 18.42 | 1,927 | 18.16 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 1,082,442 | 3.49 | 27,602 | 3.29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,435 | 215 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 162.67 | 5 | 400.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 27,875 | 711 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 374,591 | 2.44 | 9,552 | 2.25 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 947,498 | 24,161 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 255,518 | 7.97 | 6,516 | 7.76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 26,154 | 29.86 | 667 | 29.57 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 245,008 | 203.95 | 6,248 | 203.40 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 191,911 | 2.01 | 4,894 | 1.81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16,985 | 8.25 | 433 | 8.25 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 179,894 | 4.76 | 4,587 | 4.56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,741 | 223 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 261,366 | 0.84 | 6,665 | 0.63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78,785 | 45.39 | 2,009 | 45.26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43,211 | 1,102 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21,042 | 49.18 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 789,080 | 5.46 | 20,122 | 5.25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 28,800 | 734 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 1,746,220 | 8,371.04 | 44,616 | 8,512.93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 61,835 | 140.28 | 1,577 | 139.88 | ||||
| 2025-08-14 | 13F | Betterment LLC | 33,395 | 0.89 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,680,949 | 5.10 | 42,864 | 4.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,309,235 | 8.55 | 109,885 | 8.33 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 46,310 | 165.87 | 1,181 | 167.57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266,696 | 0.35 | 6,801 | 0.28 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 318,269 | 0.19 | 8,116 | -0.01 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 30,023 | 0.19 | 766 | 0.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 16,468 | 17.06 | 420 | 16.71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,945 | 36.66 | 177 | 37.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 53,474 | 1,364 | ||||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 134,788 | 3,437 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 49,815 | 3.49 | 1,270 | 3.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 83,108 | 111.24 | 2,119 | 111.69 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 504,422 | 9.59 | 12,863 | 9.37 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 512,998 | 6.82 | 13,084 | 6.63 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 482,542 | 30.58 | 12 | 33.33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 | 100.00 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17,810 | 22.25 | 454 | 22.04 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 11,256 | 1.27 | 287 | 1.41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50,646 | 1.55 | 1,291 | 1.33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 9,220 | 1.58 | 233 | 0.43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 404,710 | 17.20 | 10,320 | 16.98 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 258,351 | 3.13 | 6,588 | 2.92 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 206,757 | 3.36 | 5,272 | 3.15 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 29 | 1 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4,272,209 | 2.90 | 108,941 | 2.70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 208,628 | 0.52 | 5,320 | 0.34 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 89,227 | 9.51 | 2,275 | 9.32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,222 | 25.03 | 848 | 25.07 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 55,044 | 16.86 | 1,404 | 16.63 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35,910 | 7.91 | 916 | 7.65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,170 | 234 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 210,904 | 0.73 | 5,378 | 0.54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 968,806 | 8.49 | 25 | 9.09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,297 | 1,058.04 | 33 | 1,550.00 | ||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 29,140 | 745 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9,514 | 11.54 | 243 | 11.52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 747 | 19 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 191,381 | 9.26 | 4,882 | 9.09 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 22,562 | 576 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 143,132 | 2.76 | 3,650 | 2.56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 860 | 22 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 196,008 | 0.92 | 4,998 | 0.73 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 112,105 | 1.90 | 2,859 | 1.71 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 63,691 | 107.17 | 1,624 | 106.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,135,621 | 9.41 | 105,458 | 9.20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,955 | 31.31 | 407 | 30.97 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 22,815 | 0.46 | 582 | 0.17 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 131,957 | 63.55 | 3,357 | 64.35 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 106 | 3 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10,022 | 0.42 | 256 | 0.39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 512,181 | 53.15 | 12,851 | 50.40 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 40,215 | 29.83 | 1,025 | 29.58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37,100 | 946 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 106,934 | 14.61 | 2,727 | 14.39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 41,563 | 1.51 | 1,060 | 1.24 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 68,388 | 125.26 | 1,744 | 124.90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,528 | 90 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 278 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 35,190 | 139.99 | 897 | 139.84 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 28,352 | 19.31 | 723 | 18.95 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,749 | 48.35 | 45 | 46.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 263,640 | 6,723 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 27,491 | 11.71 | 701 | 11.62 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 70,867 | 4.19 | 1,807 | 4.03 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 18,770 | 1.92 | 479 | 1.70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | 0.00 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 15,750 | 402 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 31,533 | 1.08 | 804 | 0.88 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 57,454 | 2.54 | 1,465 | 2.38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 52,297 | 146.35 | 1,334 | 145.94 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 7,947 | 0.47 | 203 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 11,147 | 12.97 | 284 | 12.70 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 327,139 | 2.89 | 8,342 | 2.70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 22,276 | 568 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 48,100 | 110.96 | 1,227 | 110.65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 127,402 | 175.41 | 3,249 | 175.02 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 947,498 | 24,161 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1,609,862 | 35.34 | 41,051 | 35.08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 485 | 1.25 | 12 | 0.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 467,309 | 11,940 |
