Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF meliputi IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares, Stephens Inc /ar/, Global Retirement Partners, LLC, Kingsview Wealth Management, LLC, Kestra Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Sterling Group Wealth Management, LLC, Portland Financial Advisors Inc, dan Coastal Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,292 | 265 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 158,418 | 61.66 | 7,945 | 61.59 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 20,236 | 4.68 | 1,015 | 4.64 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 67,075 | 12.14 | 3,364 | 12.10 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,522 | 277 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 16,700 | 13.61 | 838 | 13.57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,207,827 | 17.77 | 110,723 | 17.72 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 11,290 | 3.39 | 566 | 3.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29,882 | 37.91 | 1,499 | 37.81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 365,523 | 9.97 | 18,331 | 9.92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57,354 | 6.47 | 2,876 | 6.44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19,806 | 30.70 | 993 | 30.66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,736 | 55.65 | 388 | 55.42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,859 | 1.03 | 294 | 1.03 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 83,599 | 4,192 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,094 | 255 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 55,668 | 52,917.14 | 2,792 | 55,720.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 35,815 | 2.36 | 1,796 | 2.34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 7 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,757 | 57.65 | 2,395 | 57.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82,669 | 71.54 | 4,133 | 71.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,089 | 1.49 | 1,459 | 1.46 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 755 | 38 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,157 | 1.05 | 760 | 1.06 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 200,214 | 1,161.75 | 10,041 | 1,161.31 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,766 | 239 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,218 | 1.00 | 61 | 1.67 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares | 41,697 | 2,091 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80,592 | 4,042 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 13,407 | 2.49 | 672 | 2.44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61,606 | 6.01 | 3,090 | 5.97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 266,426 | 20.28 | 13,361 | 20.23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,989 | 0.02 | 551 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37,153 | 19.24 | 1,863 | 19.19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 838,226 | 22.31 | 42,037 | 22.26 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17,513 | 3.02 | 878 | 3.05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,409 | 162.71 | 823 | 162.62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19,337 | 9.44 | 970 | 9.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,273 | 164 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,094 | 5.57 | 356 | 5.34 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13,572 | 7.66 | 681 | 7.59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 565,743 | 31.89 | 28,372 | 31.84 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4,996 | 0.42 | 251 | 0.40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 54,692 | 18.39 | 2,743 | 18.34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 10,587 | 2.00 | 531 | 1.92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 10,030 | 29.40 | 503 | 29.64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67,332 | 92.93 | 3,377 | 92.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 350 | 250.00 | 18 | 240.00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4,400 | 221 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114,742 | 8.96 | 5,754 | 8.92 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4,661 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15,746 | 38.82 | 790 | 38.66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,469 | 274 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 83,272 | 316.78 | 4,176 | 316.77 |
