Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Listed Funds Trust - Swan Hedged Equity US Large Cap ETF meliputi Jpmorgan Chase & Co, Eqis Capital Management, Inc., Goldman Sachs Group Inc, Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Hilltop Holdings Inc., dan IHT Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 436,176 | 9.22 | 10,250 | 17.21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 73,253 | 60.52 | 1,721 | 72.27 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 81,673 | 11.12 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,851 | 12.08 | 349 | 20.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 72,172 | 7.81 | 1,696 | 15.69 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 453,488 | 90.68 | 10,657 | 104.61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 570,665 | 1.65 | 13,411 | 9.08 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12,553 | 20.00 | 295 | 28.38 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 15,499 | 58.20 | 364 | 70.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 67,411 | 14.38 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 160,222 | 1.60 | 3,765 | 9.01 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,866 | 27.34 | 185 | 36.30 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 523,285 | 0.19 | 12,297 | 7.51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66,944 | 7.71 | 1,466 | 5.32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,772,386 | 9.35 | 42 | 17.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,450 | 4.97 | 199 | 10.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8,166 | 186.53 | 191 | 206.45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35,333 | 25.05 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166,008 | 14.37 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,339,887 | 12.36 | 31,487 | 20.57 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5,938 | 0.88 | 140 | 8.59 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 37,870 | 30.91 | 890 | 40.44 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 1,272,297 | 76.25 | 29,899 | 89.13 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 326,419 | 49.56 | 7,671 | 60.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175,708 | 6.27 | 4,129 | 14.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,419 | 28.42 | 104 | 37.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87,243 | 16.18 | 2,050 | 24.70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,424 | 221 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,556 | 274 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62,898 | 1,478 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,751 | 394 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11,556 | 272 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 19,661 | 462 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,700 | 204 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,174,364 | 117.84 | 27,598 | 133.75 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 59,764 | 4.95 | 1,404 | 12.59 |
