Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund meliputi Exchange Traded Concepts, Llc, Quadrature Capital Ltd, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Summit Investment Advisory Services, LLC, Impact Partnership Wealth, LLC, WCG Wealth Advisors LLC, GGM Financials LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Balboa Wealth Partners, Tradewinds, LLC., Root Financial Partners, LLC, McAdam, LLC, Alerus Financial Na, Elequin Capital Lp, dan China Universal Asset Management Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | GGM Financials LLC | 9,323 | 428 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 126,840 | 8.56 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 68,810 | 29.35 | 3,158 | 30.02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 190,069 | 2,111,777.78 | 8,722 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 723,967 | 1.15 | 33,223 | 1.68 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 91,893 | 0.71 | 4,217 | 1.22 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69,254 | 2.94 | 3,178 | 3.48 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7,103 | 7.23 | 326 | 7.62 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 54,000 | 2,478 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 109,432 | 5.38 | 5,022 | 5.93 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,551 | 459.93 | 71 | 491.67 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13,300 | 0.54 | 610 | 1.16 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 15,463 | 134.89 | 710 | 136.33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10,497 | 32.71 | 482 | 33.24 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 11,724 | 0.16 | 538 | 0.75 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18,498 | 7.11 | 849 | 7.61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 132,144 | 35.14 | 6,064 | 35.87 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16,330 | 6.35 | 749 | 7.00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 84,158 | 0.95 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 183,035 | 35.24 | 8,399 | 35.95 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 5,752 | 3.21 | 264 | 3.54 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 137,210 | 7.77 | 6,297 | 8.35 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 255 | 1.19 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 113 | 5 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 52,093 | 8.44 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8,124 | 7.35 | 373 | 7.83 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,591 | 3.61 | 257 | 4.07 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 31,003 | 7.47 | 1,423 | 8.05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,792 | 0.96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,700 | 262 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74,222 | 0.39 | 3,406 | 0.95 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 54,458 | 1.15 | 2,499 | 1.71 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 50,920 | 0.99 | 2,337 | 1.52 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 73,560 | 2.03 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 12,752 | 0.49 | 585 | 1.04 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 84,229 | 6.04 | 3,865 | 6.59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,941 | 24.41 | 319 | 25.20 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 105 | 14.13 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 156,236 | 19.23 | 7,170 | 19.86 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 100,979 | 79.10 | 4,634 | 80.06 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 173,005 | 1.95 | 7,939 | 2.49 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 8,600 | 395 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 120,269 | 2.35 | 5,519 | 2.89 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 41,710 | 2.42 | 1,914 | 2.96 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 92,699 | 31.91 | 4,254 | 32.62 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 60,015 | 10.76 | 2,754 | 11.36 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,865 | 315 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,051,310 | 3.79 | 94,135 | 4.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19,633 | 4.06 | 901 | 4.53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,548 | 2.71 | 484 | 3.42 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 17,889 | 43.91 | 821 | 44.62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 9,903 | 2.81 | 454 | 3.42 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 26,484 | 3.18 | 1,215 | 3.76 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 600 | 28 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 86,966 | 106.70 | 3,991 | 107.81 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9,030 | 63.88 | 414 | 64.94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22,932 | 0.77 | 1,052 | 1.35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 96,476 | 4,427 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5,044 | 17.47 | 231 | 17.86 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 5,752 | 264 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 162,516 | 5.53 | 7,458 | 6.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219,239 | 0.05 | 10,061 | 0.57 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42,990 | 0.39 | 1,973 | 0.92 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46,380 | 12.88 | 2,128 | 13.49 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 17,700 | 7.34 | 812 | 7.98 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,805 | 3.11 | 2,607 | 3.62 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5,612 | 5.59 | 258 | 6.20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 22,700 | 14.17 | 1,042 | 14.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,860 | 48.40 | 452 | 49.17 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6,093 | 7.21 | 280 | 7.72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 8,572 | 393 | ||||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 300,170 | 134.37 | 13,775 | 135.61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 136,986 | 6,286 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19,335 | 31.32 | 887 | 31.99 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,380 | 0.35 | 247 | 0.82 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18,472 | 0.01 | 848 | 0.47 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 17,104 | 42.30 | 785 | 43.07 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 70,321 | 10.65 | 3,227 | 11.24 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,406 | 1.60 | 248 | 2.48 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,059 | 7.36 | 9,896 | 6.98 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 25,762 | 10.74 | 1,182 | 11.40 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19,370 | 889 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 460,217 | 24.42 | 21,119 | 25.08 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 147,874 | 3.77 | 6,786 | 4.32 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43,902 | 5.62 | 2,015 | 6.17 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,957 | 9.02 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 14,941 | 686 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 682,178 | 3.31 | 31,305 | 3.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 91,438 | 15.64 | 4,196 | 16.26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,200,153 | 7.17 | 55,104 | 7.76 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 138,403 | 14.45 | 6,351 | 15.05 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 17,532 | 0.01 | 805 | 0.50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 947 | 43 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 771 | 293.37 | 35 | 337.50 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25,086 | 0.47 | 1,151 | 1.05 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 75,272 | 2.23 | 3,471 | 2.60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,360 | 1.30 | 613 | 1.83 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 165,377 | 6.65 | 7,589 | 7.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 567,225 | 0.03 | 26,030 | 0.56 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 392,122 | 1.02 | 17,994 | 1.56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 53,273 | 37.61 | 2,450 | 39.52 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 43,060 | 1.58 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 262 | 1.55 | 12 | 9.09 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 66,244 | 10.39 | 3,040 | 10.95 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 19,870 | 12.18 | 912 | 12.87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22,400 | 6.72 | 1,028 | 7.20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,687 | 0.63 | 169 | 1.20 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 9,323 | 1.55 | 428 | 1.91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95,928 | 27.17 | 4,402 | 27.85 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,660 | 1.33 | 122 | 2.52 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 10 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,288 | 11.31 | 151 | 10.29 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 23,860 | 316.04 | 1,095 | 319.16 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 118,686 | 1.47 | 5,446 | 2.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14,288 | 421.65 | 656 | 424.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 404 | 1.51 | 19 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 94,007 | 3.67 | 4,316 | 4.28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 266,771 | 8.09 | 12,277 | 8.97 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,503 | 207 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 3.25 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 104,613 | 4,801 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4,904 | 225 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 36,709 | 15.96 | 1,685 | 16.54 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 60,940 | 5.83 | 2,797 | 6.39 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,314 | 473 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17,073 | 1.26 | 783 | 1.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 284,210 | 4.05 | 13,042 | 4.60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19,638 | 1.44 | 901 | 2.04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 65,562 | 11.01 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 78,254 | 7.03 | 3,591 | 7.61 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5,118 | 1.69 | 235 | 2.18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 306,300 | 410.50 | 14,056 | 413.18 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 92,358 | 18.78 | 4,238 | 19.41 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,025 | 552 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104,895 | 84.97 | 4,814 | 85.97 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 6,944 | 1.70 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 35,974 | 0.09 | 1,651 | 0.61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 5,396 | 3.89 | 248 | 4.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35,244 | 23.26 | 1,617 | 23.91 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 42,441 | 0.87 | 1,948 | 1.51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5,680 | 261 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13,853 | 89.43 | 636 | 90.69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 330,940 | 36.87 | 15,187 | 37.59 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 8,950 | 1.13 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16,407 | 1 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 16,313 | 0.53 | 749 | 1.08 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 79 | 4 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,897 | 1.64 | 271 | 2.27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96,406 | 12.08 | 4,424 | 12.68 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 456,319 | 0.12 | 20,972 | 2.48 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 40,221 | 0.54 | 1,846 | 1.04 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 655,762 | 2.30 | 30,093 | 2.84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,251 | 111.52 | 149 | 112.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 986 | 45 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,414 | 11.04 | 799 | 11.75 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 330,667 | 2.08 | 15,174 | 2.62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187,123 | 73.11 | 8,587 | 74.04 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,369 | 0.51 | 63 | 0.00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 325 | 15 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 9,431 | 2.26 | 433 | 2.61 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 356,598 | 10.51 | 16,364 | 11.09 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 68,800 | 3,157 |
