Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF meliputi Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, dan Virtus Fixed Income Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198,105 | 2.92 | 4,523 | 4.10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63.61 | 15 | 66.67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622,339 | 15.26 | 14,208 | 16.59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9,797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,363,464 | 5.35 | 76,788 | 6.56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71,749 | 3.63 | 1,638 | 5.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437,616 | 12.52 | 9,991 | 13.81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490,171 | 41.16 | 11,191 | 42.78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102,414 | 37.03 | 2,338 | 38.67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13,747 | 1.74 | 314 | 2.96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22,059 | 118.04 | 504 | 120.61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13,425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167,819 | 14.52 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55,347 | 2.45 | 1,264 | 3.61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302,674 | 6,910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,037 | 17.12 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,378 | 0.16 | 146 | 1.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,395,236 | 12.13 | 31,853 | 13.42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17,314 | 6.99 | 395 | 8.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562,961 | 3.38 | 12,853 | 4.56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40,004 | 42.76 | 913 | 44.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35,800.00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33,941 | 771 |
