Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF meliputi Ethos Financial Group, LLC, AlphaCore Capital LLC, Strathmore Capital Advisors, Inc., Helium Advisors LLC, dan Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 397,767 | 7.65 | 15,954 | 7.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 | 2 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17,663 | 0.18 | 708 | -0.28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10,399 | 417 | ||||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 59,818 | 75.53 | 2,399 | 76.92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 334,622 | 16.15 | 13,422 | 15.63 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,718 | 2.42 | 310 | 1.97 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 490,991 | 1.15 | 19,694 | 0.70 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 14,912 | 10.30 | 595 | 9.38 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 100,626 | 5.14 | 4,054 | 7.56 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 103,325 | 3.53 | 4,163 | 5.88 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 33,319 | 31.70 | 1,336 | 31.11 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191,509 | 21.00 | 7,681 | 20.47 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12,891 | 0.02 | 517 | -0.39 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 175,938 | 25.80 | 7,057 | 28.10 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5,072 | 203 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,737 | 0.17 | 390 | -0.26 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 116,656 | 8.78 | 4,659 | 8.30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16,445 | 139.51 | 1 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4,239 | 13.22 | 170 | 13.33 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 203,592 | 2.74 | 8,166 | 2.29 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 30,890 | 1.96 | 1,239 | 1.48 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 351,017 | 8.22 | 14,079 | 7.74 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 100,543 | 133.77 | 4,033 | 132.79 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1,401,888 | 0.42 | 56,230 | -0.03 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,851 | 3.26 | 195 | 2.65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 796,280 | 31,939 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,448 | 1.49 | 459 | 1.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,732 | 24.99 | 430 | 24.64 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 11,528 | 6.26 | 462 | 5.72 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 6,722 | 270 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 215,515 | 0.25 | 8,644 | 1.02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 470,400 | 2.25 | 18,868 | 1.79 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46,442 | 1.60 | 1,863 | 1.14 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7,966 | 10.98 | 320 | 10.76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,437 | 49.97 | 98 | 49.23 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12,784 | 29.76 | 513 | 29.29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 378,330 | 1.66 | 15,175 | 1.21 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,077 | 0.79 | 123 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,385 | 0.22 | 55 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 244,264 | 3.30 | 9,797 | 2.84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 287,942 | 3.52 | 11,549 | 3.05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,878 | 2.65 | 236 | 2.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,196,045 | 4.60 | 128,193 | 4.13 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5,773 | 232 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 821,760 | 11.98 | 32,690 | 11.51 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,780 | 192 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,142,734 | 1.67 | 85,945 | 1.21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 10,758 | 0.96 | 432 | 0.47 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14,098 | 8.05 | 565 | 7.62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45,039 | 8.29 | 1,806 | 7.82 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1,963 | 456.09 | 79 | 457.14 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4,464 | 0.68 | 179 | 0.56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,066,818 | 159.52 | 42,790 | 158.36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118,292 | 116.00 | 4,745 | 115.05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112,193 | 20.17 | 4,500 | 19.65 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,274 | 212 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 102,426 | 26.38 | 4,108 | 25.82 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 19,373 | 8.05 | 777 | 7.62 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 312,358 | 29.77 | 12,529 | 29.19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,851 | 0.06 | 592 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,000 | 4.77 | 241 | 4.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,372,540 | 14.78 | 135 | 14.41 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,550 | 0.28 | 423 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17,727 | 45.63 | 711 | 45.10 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 460,791 | 3.69 | 18,482 | 3.23 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8,271 | 53.74 | 332 | 53.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 108,622 | 0.46 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 150,129 | 0.37 | 6,022 | -0.08 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,668,758 | 70.63 | 423,870 | 67.93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 493,006 | 8.54 | 19,774 | 8.05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,445 | 3.98 | 780 | 3.45 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 26,320 | 1,048 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 122,426 | 1.07 | 4,911 | 0.61 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 25,362 | 104.02 | 1,017 | 103.40 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17,540 | 8.59 | 704 | 8.15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21,770 | 20.30 | 873 | 19.75 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 795,632 | 23.41 | 31,610 | 21.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,044 | 82 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,572,014 | 2.08 | 63,053 | 1.63 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 174,597 | 10.29 | 7,003 | 9.80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58,145 | 3.48 | 2,332 | 3.05 | ||||
| 2025-07-31 | 13F | United Community Bank | 33,447 | 0.72 | 1,342 | 0.30 | ||||
| 2025-09-03 | 13F | American Trust | 8,617 | 346 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 160,502 | 47.64 | 6,438 | 46.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 976,994 | 2.37 | 39,188 | 1.91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281,691 | 16.01 | 11,299 | 15.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91,493 | 3,670 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 526,422 | 2.27 | 21,115 | 1.81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37,157 | 24.76 | 1,490 | 24.48 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 364,567 | 3.94 | 14,623 | 3.47 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17,002 | 2.26 | 682 | 1.79 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,780 | 10.51 | 352 | 10.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,610,108 | 8.47 | 64,581 | 7.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125,107 | 7.09 | 5,018 | 6.61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,306 | 52 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 42,894 | 5.42 | 1,721 | 4.94 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,846 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77,748 | 49.54 | 3,108 | 48.64 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 169,644 | 0.40 | 6,804 | -0.06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,386 | 0.37 | 296 | 0.00 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 59,517 | 9.37 | 2,387 | 8.90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69,947 | 40.37 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,137 | 55.32 | 487 | 58.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66,608 | 5.88 | 2,672 | 5.41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,058 | 0.82 | 163 | 1.25 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 90,098 | 44.23 | 3,614 | 43.60 | ||||
| 2025-08-01 | 13F | Motco | 21,715 | 23.80 | 866 | 22.66 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 63,975 | 2.96 | 2,566 | 2.52 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 40,875 | 1.81 | 1,639 | 1.36 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,588 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 662,080 | 0.28 | 26,556 | -0.17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 176,812 | 16.46 | 7,092 | 15.92 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 21,036 | 1.14 | 844 | 0.72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 611,658 | 5.34 | 24,534 | 4.87 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20,303 | 229.70 | 814 | 228.23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 101,911 | 4.27 | 4,088 | 3.78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 250 | 1.21 | 10 | 11.11 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 22,975 | 3.37 | 922 | 2.91 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11,465 | 1.20 | 460 | 0.66 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 977,509 | 0.99 | 39,149 | 1.78 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 1.61 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 175,826 | 11.23 | 7,052 | 10.72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,817,325 | 120.89 | 554,213 | 119.90 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61,559 | 0.01 | 2,469 | -0.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 365 | 15 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 791 | 1.02 | 32 | 0.00 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 83,863 | 8.62 | 3,364 | 8.14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,032 | 3.21 | 563 | 2.93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29,611 | 10.64 | 1,188 | 10.11 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121,684 | 3.73 | 4,881 | 3.26 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 23,791 | 4.65 | 954 | 4.26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 117,301 | 54.86 | 4,705 | 54.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,847,501 | 0.99 | 74,109 | 0.55 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,864 | 1.27 | 115 | 0.88 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6,531 | 11.95 | 261 | 11.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,387 | 44.24 | 1,419 | 43.62 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 127,948 | 4.25 | 5,132 | 3.80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78,670 | 18.29 | 3,155 | 17.77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27,677 | 20.50 | 1,110 | 20.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36,836 | 12.56 | 1,478 | 12.06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 348,119 | 33.42 | 14,026 | 36.47 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 67,671 | 16.35 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 268,141 | 9.88 | 10,755 | 9.40 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104,146 | 4,177 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 131,414 | 41.02 | 5,271 | 40.41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 80,077 | 8.21 | 3,212 | 7.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 420,775 | 22.96 | 17 | 23.08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16,621 | 19.20 | 667 | 18.72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 533,103 | 1.15 | 21,383 | 0.70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,655 | 3.86 | 628 | 3.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,803 | 9.83 | 514 | 9.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 399,379 | 10.32 | 16,019 | 9.83 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 186 | 7 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 20,435 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 111,377 | 4,467 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 43,107 | 1.55 | 1,729 | 1.11 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 5,039 | 0.68 | 202 | 0.50 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,532 | 1.26 | 61 | 1.67 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 10,909 | 22.71 | 438 | 22.07 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 12,022 | 3.03 | 482 | 2.55 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 112,775 | 16.99 | 4,523 | 16.48 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 114,503 | 66.12 | 4,593 | 65.36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,847 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,369 | 336 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 69,583 | 2.03 | 2,769 | 2.56 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 560,026 | 2.77 | 22,463 | 2.30 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 208,812 | 17.48 | 8,375 | 16.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,747,830 | 5.10 | 70,105 | 4.63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,924 | 39.20 | 157 | 38.94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 514,531 | 111.61 | 20,638 | 110.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 230,540 | 13.55 | 9,247 | 13.03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,646 | 1.69 | 106 | 1.92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 245,274 | 56.82 | 9,838 | 56.12 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6,310 | 2.32 | 253 | 2.02 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 19,287 | 199.07 | 775 | 202.34 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 53,234 | 5.11 | 2,135 | 4.66 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9,482 | 16.26 | 380 | 15.85 | ||||
| 2025-08-07 | 13F | PFG Advisors | 15,767 | 17.85 | 632 | 17.25 |
