Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF meliputi BCS Private Wealth Management, Inc., Global Retirement Partners, LLC, dan CoreCap Advisors, 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 | Raymond James Financial Inc | 134,994 | 8.89 | 6,553 | 9.05 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3,200 | 155 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 575 | 28 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11,633 | 1.17 | 565 | 1.26 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 43,771 | 10.71 | 2,124 | 10.86 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51,601 | 4.64 | 2,505 | 4.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99,957 | 12.37 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,309 | 48.11 | 112 | 49.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 702,899 | 1.63 | 34,119 | 1.78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,382 | 6,181.82 | 67 | 6,600.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16,075 | 4.55 | 780 | 4.70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,000 | 294.87 | 971 | 295.92 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 4,700 | 0 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 16,287 | 38.79 | 791 | 39.08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,057 | 391 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 106,335 | 56.35 | 5,162 | 56.58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 200 | 10 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 6,962 | 31.09 | 338 | 31.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 814,798 | 12.12 | 39,550 | 12.28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35,122 | 6.89 | 1,705 | 7.04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,965 | 37.42 | 1,503 | 37.64 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 92,846 | 3.88 | 4,507 | 4.04 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28,530 | 8.54 | 1,385 | 8.63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65,614 | 1.37 | 3,185 | 1.50 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 141,258 | 0.77 | 6,857 | 0.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58,937 | 12.30 | 2,861 | 12.47 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 71,547 | 1,473.85 | 3,473 | 1,478.18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,500 | 218 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 364 | 18 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27,171 | 15.55 | 1,319 | 15.72 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5,412 | 0.45 | 263 | 0.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 130,648 | 0.10 | 6,342 | 0.24 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 552 | 0.91 | 27 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,037 | 99 |
