Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Global X Funds - Global X U.S. Preferred ETF meliputi Capitolis Liquid Global Markets LLC, Collier Financial, First Interstate Bank, Traub Capital Management LLC, Apella Capital, LLC, Adams Asset Advisors, LLC, Objective Capital Management, LLC, TT Capital Management LLC, Inscription Capital, LLC, Savvy Advisors, Inc., Cerity Partners LLC, Evolution Wealth Management Inc., Smartleaf Asset Management LLC, Brown Brothers Harriman & Co, Fortitude Family Office, LLC, New England Capital Financial Advisors LLC, Clarity Asset Management, Inc., Noble Wealth Management PBC, Asset Dedication, LLC, dan Navigoe, 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 | Advisors Capital Management, LLC | 68,862 | 0.41 | 1,297 | -0.69 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 823 | 15 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,203 | 193 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 11,328 | 4.83 | 213 | 3.90 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 61,300 | 1,154 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,516 | 116.99 | 104 | 114.58 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 140,494 | 107.25 | 2,646 | 105.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,312 | 9.61 | 351 | 10.06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8,371 | 40.55 | 158 | 38.94 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5,100 | 96 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 411,322 | 685.13 | 7,745 | 676.83 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 15,966 | 301 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 16,732 | 23.56 | 315 | 22.57 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 12,700 | 1.38 | 239 | 0.42 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 29,757 | 0.38 | 560 | -0.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,721 | 173.69 | 786 | 170.69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10,770 | 7.70 | 203 | 6.32 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 22,999 | 1.54 | 433 | 0.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,071,466 | 16.64 | 20,176 | 15.35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,684 | 258 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,845 | 113.05 | 35 | 112.50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 384,175 | 26.00 | 7 | 40.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81,167 | 5.60 | 1,528 | 1.93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,172 | 13.92 | 455 | 12.62 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 125,380 | 7.16 | 2,361 | 5.97 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 23,735 | 46.92 | 447 | 45.28 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49,010 | 1.40 | 923 | 0.22 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 131 | 1.55 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 304,662 | 1.51 | 5,737 | 0.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 334,995 | 352,526.32 | 6,308 | 630,600.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11,250 | 12.50 | 212 | 11.05 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28,500 | 533 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 43,636 | 3.90 | 822 | 2.75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 137,438 | 15.01 | 2,588 | 13.76 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15,537 | 23.41 | 293 | 22.18 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 10,386 | 1.83 | 196 | 0.52 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,901 | 149 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 6,963,093 | 131,115 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,472,337 | 3.87 | 84,214 | 2.73 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 536 | 10 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 3,540,531 | 11.58 | 66,668 | 10.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 93,084 | 2.75 | 1,753 | 1.62 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1,102,418 | 0.77 | 20,759 | -0.34 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 560,100 | 10,547 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,072,979 | 12.57 | 20,204 | 11.34 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 147,555 | 7.53 | 2,778 | 6.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 135,355 | 16.52 | 1,751 | -20.85 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 305 | 0.99 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 121,662 | 2,291 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 458,365 | 6.88 | 8,631 | 5.71 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 109,627 | 2,064 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68,159 | 2.99 | 1,283 | 1.83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,728 | 3,442.86 | 51 | 5,000.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 65 | 1 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 33,962 | 313.26 | 640 | 309.62 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 67,161 | 71.61 | 1,265 | 69.66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18,004 | 2.23 | 339 | 1.19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36,758 | 16.43 | 692 | 15.14 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 28,149 | 8.17 | 530 | 7.07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 809 | 15 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11,378 | 214 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 234,527 | 1.71 | 4,416 | 0.59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,537,167 | 3.02 | 28,945 | 1.88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 845,138 | 4.08 | 15,914 | 2.93 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 196,976 | 4.20 | 3,709 | 3.06 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49,542 | 4.51 | 945 | 4.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 441 | 8 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,900 | 4.44 | 205 | 3.54 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 103,685 | 1,952 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42,106 | 107.91 | 793 | 105.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 87,061 | 3.94 | 1,639 | 2.82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 351,065 | 11.19 | 6,611 | 9.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,345,912 | 1.50 | 25 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,642,627 | 14.61 | 30,927 | 13.34 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 25,928 | 17.27 | 495 | 23.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137,514 | 13.25 | 2,591 | 11.98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,591 | 0.65 | 294 | -0.34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,751,174 | 17.13 | 51,805 | 15.84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201,917 | 56.21 | 3,817 | 55.10 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 407 | 10.30 | 8 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 232,944 | 7.21 | 4,386 | 6.04 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 170,221 | 6.49 | 3,205 | 5.32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,595 | 0.08 | 200 | -1.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 764,477 | 31.67 | 14,395 | 30.22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 4 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2,549 | 1.31 | 48 | 2.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162,658 | 14.61 | 3,063 | 13.32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15,605 | 294 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 19,783 | 0.75 | 373 | -0.27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,856 | 129 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,600 | 718.71 | 105 | 707.69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 635,671 | 5.40 | 11,970 | 4.24 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,222 | 57.02 | 192 | 64.10 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 26,643 | 9.55 | 502 | 8.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,195 | 179.07 | 399 | 179.02 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 146,108 | 17.10 | 2,751 | 15.83 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 24,692 | 1.48 | 465 | 0.22 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14,449 | 7.53 | 272 | 6.67 | ||||
| 2025-07-17 | 13F | SWS Partners | 265,414 | 6.50 | 4,998 | 5.33 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 118,666 | 149.65 | 2,234 | 146.85 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 70 | 0 | ||||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 49,806 | 938 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 351,882 | 9.91 | 6,626 | 8.70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | -98.81 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 15,126 | 15.24 | 285 | 14.06 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1,848,925 | 562.41 | 34,815 | 555.16 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 216 | 6.40 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5,448 | 102 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 66,502 | 1,259 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3,544 | 67 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 153,749 | 558.23 | 2,895 | 536.26 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 129,976 | 8.11 | 2,447 | 6.90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 813,408 | 8.40 | 15,186 | 6.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37,601 | 6.94 | 708 | 5.83 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19,946 | 7.57 | 376 | 6.23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9,979 | 0.99 | 188 | -0.53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 25,361 | 75.50 | 478 | 73.45 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 12,560 | 1.71 | 240 | 3.91 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4,154 | 78 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 828 | 16 | ||||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 6,140 | 1.24 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 142,813 | 2,719 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28,118 | 7.60 | 1 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 366,000 | 6,892 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 554,683 | 16.17 | 10,445 | 14.88 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 361,425 | 6.68 | 6,806 | 5.50 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 65,205 | 3.87 | 1,228 | 2.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90,238 | 9.29 | 1,699 | 8.08 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 10 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47,906 | 7.36 | 902 | 6.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,950 | 69.42 | 1,204 | 67.69 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 | 334,958 | 3.41 | 6,267 | -2.57 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 461,058 | 5.55 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 488,900 | 9,206 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 38,923 | 282.87 | 733 | 279.27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 70,360 | 28.23 | 1,325 | 26.82 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 82,891 | 5.37 | 1,561 | 6.12 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 100 | 2.04 | 2 | 0.00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,387,356 | 746.94 | 25,985 | 701.26 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 66,032 | 5.85 | 1,243 | 4.72 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 32,626 | 614 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 97,354 | 5.62 | 1,833 | 4.50 |
