Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Northern Lights Fund Trust IV - Main Sector Rotation ETF meliputi Tactive Advisors, LLC, Gibbs Wealth Management, Triad Wealth Partners, LLC, Tripletail Wealth Management, LLC, Armis Advisers, LLC, J.w. Cole Advisors, Inc., Aqr Capital Management Llc, Buck Wealth Strategies, LLC, Perigon Wealth Management, LLC, Signal Advisors Wealth, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3,840 | 44.47 | 223 | 64.44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,802 | 24.10 | 105 | 40.54 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 26,460 | 1,537 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 88,809 | 60.37 | 5,157 | 82.42 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 116,273 | 7.55 | 6,773 | 22.35 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 804,635 | 6.70 | 46,999 | 33.06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 512,662 | 27.87 | 29,770 | 45.43 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10,523 | 607 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10,658 | 621 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,456 | 0.59 | 387 | 17.68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,472 | 21.01 | 666 | 37.60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,844 | 339 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 230,000 | 0.89 | 13,664 | 18.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 980 | 5.15 | 57 | 9.80 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 320,140 | 2.27 | 18,591 | 16.31 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 41,995 | 0.68 | 2,439 | 14.51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,596 | 499 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 20,094 | 19.72 | 1,167 | 36.21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,877 | 225 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 425,082 | 1.48 | 24,684 | 15.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,094,863 | 16.90 | 63,579 | 32.94 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 48,566 | 2,820 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 28,471 | 1,653 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,437 | 316 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20,809 | 65.97 | 1,208 | 88.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157,823 | 21.00 | 9,165 | 37.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 517 | 30 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 39,586 | 2.38 | 2,299 | 16.41 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 42,406 | 9.42 | 2,463 | 24.47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 569,987 | 1.77 | 33,099 | 15.75 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,511 | 494 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 18,510 | 1,098 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,218 | 245 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,365 | 7.17 | 834 | 21.93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,958,356 | 50.16 | 171,792 | 70.77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48,478 | 3.47 | 2,815 | 17.68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 44,138 | 1.23 | 2,563 | 6.97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,575 | 97.74 | 1,021 | 125.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6,666,366 | 3,879.94 | 387,116 | 4,426.61 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,777 | 219 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155,435 | 5.72 | 9,026 | 20.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,964 | 299.05 | 1,856 | 354.90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25,131 | 14.92 | 1,459 | 30.85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 82,106 | 16.23 | 4,770 | 27.65 |
