Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Tidal Trust I - SoFi Select 500 ETF meliputi Two Sigma Investments, Lp, Mustico Financial Group, Inc., Marshall Wace, Llp, CI Private Wealth, LLC, Cahaba Wealth Management, Inc., LJI Wealth Management, LLC, Cetera Investment Advisers, Creative Planning, AE Wealth Management LLC, dan Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Toroso Investments, LLC | 13,646 | 309.42 | 1,612 | 375.52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,660 | 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,517 | 205.46 | 297 | 257.83 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 3,333 | 200.00 | 341 | 176.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,514 | 0.20 | 179 | 15.58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29,800 | 3,520 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2,890 | 341 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,906 | 623.33 | 1,406 | 741.92 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 13,350 | 8,422 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 84,281 | 93.94 | 9,956 | 124.79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47 | 17.50 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,784 | 2.47 | 1 | 0.00 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4,083 | 482 | ||||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 67,500 | 132.76 | 7,974 | 169.81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1,753,995 | 0.95 | 207,199 | 17.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75 | 1.35 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 | 587.50 | 19 | 850.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 41 | 5 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,741 | 6.56 | 1,741 | 23.56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 433 | 0.46 | 51 | 18.60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37,638 | 10.16 | 4,446 | 27.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,755 | 585.66 | 2,452 | 695.78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4,226 | 499 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 330 | 39 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,205 | 260 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30,123 | 18.69 | 3,558 | 37.59 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,295 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4,643 | 3.78 | 548 | 20.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,464 | 2.26 | 645 | 18.57 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,911 | 226 |
