Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETF Series Solutions - Opus Small Cap Value ETF meliputi Clarus Group, Inc., Prime Capital Investment Advisors, LLC, Wealthcare Advisory Partners LLC, Independent Advisor Alliance, Betterment LLC, JustInvest LLC, O'shaughnessy Asset Management, Llc, dan Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 28,876 | 36.89 | 1,043 | 41.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,248,401 | 7.84 | 189,520 | 11.74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 431,187 | 9.08 | 15,570 | 13.03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1,621,115 | 6.82 | 58,538 | 10.69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 467,230 | 7.29 | 17,035 | 12.24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 14,015 | 506 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,305 | 4,272.86 | 553 | 4,500.00 | ||||
| 2025-07-17 | 13F | SWS Partners | 194,440 | 37.01 | 7,021 | 41.98 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 152,675 | 36.60 | 5,513 | 41.54 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39,698 | 1.96 | 1,433 | 5.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 877 | 0.11 | 32 | 3.33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25,143 | 908 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 697 | 25 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 622,514 | 9.86 | 22,479 | 13.83 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,483,136 | 4.00 | 53,556 | 7.77 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5,806 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,467 | 4.02 | 125 | 1.63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,976 | 9.56 | 5,957 | 13.53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7,830 | 2.62 | 283 | 6.42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29,212 | 1,055 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,703,695 | 4.27 | 61,520 | 8.04 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 213,355 | 10.94 | 7,704 | 14.97 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 18,907 | 9.18 | 683 | 13.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23,966 | 14.16 | 865 | 18.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 1.31 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,641 | 781 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 107,942 | 41.70 | 3,898 | 46.83 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 826,627 | 4.73 | 29,850 | 8.52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 457,877 | 14.74 | 16,534 | 18.88 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 552,897 | 5.57 | 19,965 | 9.39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 897,732 | 11.71 | 32,417 | 15.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,969,227 | 38.82 | 71,109 | 43.84 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,475 | 0 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 160,574 | 0.81 | 5,798 | 4.47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 429 | 652.63 | 15 | 1,400.00 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 61,128 | 2,207 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 118,703 | 7.57 | 4,286 | 11.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,932 | 3.90 | 1,045 | 7.63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 10,483 | 35.25 | 379 | 40.00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 77,966 | 4.57 | 2,815 | 8.35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172,867 | 4.39 | 6,317 | 9.44 |
