Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF meliputi Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, dan Cwm, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406,147 | 23.95 | 7,965 | 20.32 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 48,686 | 0.83 | 955 | -2.15 | ||||
2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267,749 | 3.01 | 5,251 | 0.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 39,575 | 11.71 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 27,813 | 545 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,883 | 18.62 | 527 | 13.33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 20,867 | 44.31 | 409 | 37.71 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 122,398 | 17.77 | 2,400 | 14.34 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,253 | 221 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83,901 | 0.14 | 1,645 | -2.78 | ||||
2025-08-14 | 13F | UBS Group AG | 48,041 | 942 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 77,173 | 16.04 | 1,513 | 12.66 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,124 | 0.89 | 277 | -2.13 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164,770 | 79.82 | 3,223 | 74.16 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,651,784 | 16.81 | 52,001 | 13.40 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 11,752 | 1.21 | 230 | -1.71 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,307 | 57.63 | 849 | 53.25 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 113,924 | 89.60 | 2,234 | 84.17 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,224 | 2.28 | 710 | -0.70 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 22,212 | 436 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,410 | 145 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124,848 | 7.95 | 2 | 0.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 13,369 | 3.89 | 262 | 1.16 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2,751 | 1.85 | 54 | -1.85 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671,076 | 0.13 | 13,240 | -2.78 | ||||
2025-08-14 | 13F | Mariner, LLC | 103,553 | 12.01 | 2,031 | 8.73 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 24,012 | 0.60 | 471 | -2.49 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,316 | 4.59 | 2 | 0.00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 166,055 | 0.62 | 3,256 | -2.31 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 5,185 | 102 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 20,808 | 408 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,097 | 41 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,866 | 23.03 | 1,449 | 19.47 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 37,373 | 15.98 | 755 | 13.90 |