Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Angel Oak Funds Trust - Angel Oak UltraShort Income ETF meliputi Bulwark Capital Corp, M Wealth Management, LLC, Consolidated Portfolio Review Corp, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, First Trust Advisors Lp, dan Firethorn Wealth Partners, 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 | Comerica Bank | 2,937 | 2,091.79 | 150 | 2,383.33 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 43,500 | 60.85 | 2,222 | 60.83 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 161,314 | 13.62 | 8,238 | 13.58 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6,037 | 22.50 | 308 | 22.71 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 82,834 | 4,230 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 55,339 | 24.02 | 2,828 | 24.05 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 94,027 | 40.47 | 4,802 | 40.42 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 53,400 | 2,727 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 19,596 | 1 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,222 | 7.31 | 420 | 6.62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16,396 | 4.87 | 837 | 4.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89,959 | 11.87 | 4,594 | 11.83 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 63,570 | 10.82 | 3,247 | 10.78 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4,891 | 250 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 18,140 | 237.99 | 926 | 237.96 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,000 | 817 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 41,859 | 525.23 | 2,138 | 524.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215,520 | 26.28 | 11,007 | 26.23 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 148,509 | 172.41 | 8 | 250.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,972 | 0.40 | 458 | 0.44 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 112,322 | 1,950.42 | 5,736 | 1,955.91 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 161,970 | 163.02 | 8,272 | 162.91 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 88,197 | 7.76 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,778 | 397 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 226,236 | 15.66 | 12 | 22.22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,850 | 170.59 | 1,116 | 170.63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 159,621 | 4.71 | 8,152 | 4.66 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 155,244 | 10.57 | 7,928 | 10.53 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 696,001 | 0.23 | 35,545 | 0.19 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 77,889 | 23.37 | 3,978 | 23.32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64,385 | 3,288 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23,566 | 60.03 | 1,204 | 59.97 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 | 50.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 169,747 | 2.10 | 8,669 | 2.05 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 49,996 | 10.73 | 2,553 | 10.71 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 171,142 | 10.28 | 8,775 | 10.17 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439,652 | 10.38 | 22,453 | 10.34 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 370,536 | 26.68 | 18,925 | 26.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,961,125 | 10.91 | 457,913 | 10.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15,540 | 0.23 | 1 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,107 | 414 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,820 | 68.52 | 93 | 67.27 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 22,938 | 20.58 | 1,172 | 20.60 |
