Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Valued Advisers Trust - Regan Floating Rate MBS ETF meliputi State of New Jersey Common Pension Fund D, EP Wealth Advisors, Inc., Atria Investments Llc, Endeavor Private Wealth, Inc., Truist Financial Corp, StoneX Group Inc., Crossmark Global Holdings, Inc., J.w. Cole Advisors, Inc., SILVER OAK SECURITIES, Inc, Concorde Financial Corp, dan Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8,094 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14,820 | 378 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 34,999 | 893 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 123,623 | 13.89 | 3,155 | 14.15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138,604 | 3,537 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10,273 | 10.15 | 262 | 10.55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88,604 | 16.52 | 2,261 | 16.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55,528 | 35.82 | 1,417 | 36.25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 207 | 1.47 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,155 | 0 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 120,424 | 5.58 | 3,073 | 5.86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 259,915 | 1.23 | 6,633 | 1.48 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 873,603 | 1.71 | 22,294 | 1.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 200,000 | 5,104 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,640 | 399 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,433 | 241 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 | 6 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,367 | 31.41 | 724 | 31.69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,705 | 132.58 | 95 | 135.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,584 | 51.87 | 576 | 52.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6,618 | 23,535.71 | 169 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 37,359 | 41.33 | 953 | 41.82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,430 | 13.94 | 36 | 16.13 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 155,615 | 0.05 | 3,971 | 0.20 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,084 | 257 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 501 | 13 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 35,649 | 910 | ||||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 19,014 | 3.35 | 485 | 3.63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11,450 | 3.62 | 292 | 3.91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 85,643 | 2.37 | 2,177 | 2.06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 444,784 | 14.27 | 11,351 | 14.55 |
