Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Columbia ETF Trust II - Columbia EM Core ex-China ETF meliputi Nelson Capital Management, LLC, Fortis Capital Advisors, LLC, Gts Securities Llc, RFG Advisory, LLC, Atomi Financial Group, Inc., WESCAP Management Group, Inc., Halbert Hargrove Global Advisors, Llc, Citigroup Inc, EverSource Wealth Advisors, LLC, Armstrong Advisory Group, Inc, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, dan Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 39,424 | 11.10 | 1,348 | 28.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,742 | 39.95 | 1,871 | 61.99 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 18,168 | 525.62 | 621 | 629.41 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 747,975 | 49.53 | 25,566 | 73.04 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 15,564 | 8.92 | 532 | 25.83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,604,767 | 192.92 | 54,851 | 239.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 37,554 | 4.49 | 1,315 | 21.09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,942 | 10.97 | 271 | 28.44 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 12,893 | 2.14 | 441 | 18.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,817,275 | 1.62 | 96,294 | 17.61 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 375,720 | 6.74 | 12,842 | 23.53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 123,498 | 0.49 | 4,221 | 16.31 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 190,789 | 5.06 | 6,521 | 21.59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,908 | 13.02 | 441 | 30.86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 306,581 | 1.31 | 10,479 | 17.24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,320 | 45 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19,738 | 3.44 | 675 | 19.72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,484 | 28.80 | 1,042 | 48.93 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 649,375 | 1.18 | 22,196 | 17.09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45,048 | 1,540 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90,278 | 3.41 | 3,086 | 19.67 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 47,542 | 0.91 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66,318 | 22.31 | 2,267 | 41.54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20,294 | 22.50 | 694 | 41.72 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45,048 | 1,540 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,623 | 57 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 174,300 | 1.92 | 5,958 | 17.94 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,542 | 87 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 165,093 | 3.04 | 5,643 | 19.23 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 145,076 | 4,959 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9,093 | 23.09 | 311 | 42.20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186,594 | 5.28 | 6,378 | 21.84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,715 | 22.09 | 298 | 40.76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,337 | 46 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 126,097 | 17.66 | 4,310 | 36.18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,319,497 | 52.29 | 45 | 80.00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 162,735 | 7.90 | 5,562 | 24.88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 789,437 | 1.22 | 26,983 | 17.13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 191,962 | 2.93 | 6,561 | 19.12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,185 | 553 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5,136 | 176 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,801 | 301 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 7,947 | 272 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 105,190 | 0.68 | 3,595 | 16.53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,753 | 162 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 58,138 | 4.15 | 1,987 | 20.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43,625 | 7.13 | 1,491 | 24.04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55,107 | 23.70 | 1,884 | 43.19 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 168,346 | 47.99 | 5,754 | 71.30 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15,685 | 536 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 233,358 | 112.56 | 7,976 | 146.02 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4,724 | 1.40 | 161 | 17.52 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 876,654 | 0.98 | 29,964 | 5.66 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 19,303 | 14.03 | 660 | 32.06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 610 | 46.99 | 21 | 66.67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,414 | 219 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 165,093 | 3.04 | 5,643 | 19.23 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 123,229 | 2.12 | 4,212 | 18.15 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8,278 | 5.29 | 283 | 21.55 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55,478 | 19.14 | 1,896 | 37.89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 999 | 7.19 | 34 | 25.93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,783 | 129 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 127,507 | 2.78 | 4,358 | 18.94 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6,475 | 16.14 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18,510 | 21.33 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 291,840 | 468.84 | 9,975 | 557.98 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 90,514 | 2.87 | 3,094 | 19.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 95,127 | 172.95 | 3,251 | 215.94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 177,693 | 32.79 | 6,074 | 53.67 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 943,777 | 83.45 | 32,258 | 112.31 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 28,898 | 8.05 | 988 | 25.10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 451,576 | 8.92 | 15,435 | 26.04 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25,685 | 53.60 | 878 | 77.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,904 | 1.90 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80,028 | 3.04 | 2,735 | 19.28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116,885 | 586.87 | 3,995 | 694.23 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 98,857 | 3.02 | 3,379 | 19.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34,455 | 127.98 | 1,178 | 163.90 |
