Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Zacks Trust - Zacks Small/Mid Cap ETF meliputi GeoWealth Management, LLC, Carter Financial Group, INC., Advyzon Investment Management, LLC, Koshinski Asset Management, Inc., B.O.S.S. Retirement Advisors, LLC, Us Bancorp \de\, dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M1 Capital Management LLC | 36,152 | 83.42 | 1,225 | 105.54 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 41,315 | 19.87 | 1,411 | 34.51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,290 | 213 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 130,279 | 14.82 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 24,011 | 144.76 | 814 | 174.66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,507 | 7.71 | 119 | 20.41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16,696 | 566 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6,082 | 206 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 853 | 29 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 98,800 | 21.26 | 3,414 | 38.46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 183,926 | 2.89 | 6,233 | 15.26 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 52,702 | 388.84 | 1,786 | 447.85 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 27,563 | 21.40 | 934 | 36.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 372 | 12.05 | 13 | 20.00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 55,414 | 13.20 | 1,878 | 26.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47,852 | 13.04 | 1,622 | 26.64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 431 | 15 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 148,899 | 4.88 | 5 | 25.00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 16,382 | 555 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12,144 | 19.18 | 412 | 33.44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 372,755 | 13.77 | 12,633 | 27.44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699,141 | 9.36 | 23,694 | 22.50 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 468 | 8.33 | 16 | 15.38 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23,282 | 7.90 | 801 | 20.81 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 673,056 | 10.35 | 22,810 | 23.61 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16,201 | 549 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,826 | 401 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
