Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Elevation Series Trust - Sovereign's Capital Flourish Fund meliputi OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Brown Advisory Inc, Moneta Group Investment Advisors Llc, OneAscent Family Office, LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, Jpmorgan Chase & Co, dan GeoWealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vident Advisory, LLC | 413,584 | 0.02 | 12,474 | 1.53 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35,423 | 41.38 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 694 | 21 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 75,071 | 2 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7,462 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,401 | 19.76 | 344 | 21.63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 42,252 | 38.00 | 1,274 | 40.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,949 | 270 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 61,825 | 26.15 | 1,865 | 28.02 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18,575 | 560 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,667 | 900.75 | 684 | 919.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 229,864 | 5.38 | 6,933 | 6.98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8,940 | 270 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 53,709 | 416.18 | 1,620 | 423.95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 851,892 | 8.19 | 25,693 | 9.82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22,646 | 61.00 | 683 | 63.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 27 | 1 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 72,736 | 30.91 | 2,194 | 32.91 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51,374 | 2.05 | 1,549 | 3.61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 538,613 | 5.66 | 16,245 | 7.26 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 69,183 | 2 |
