Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Principal Exchange-Traded Funds - Principal Active High Yield ETF meliputi GDMA - Gadsden Dynamic Multi-Asset ETF, Nicolet Bankshares Inc, Brueske Advisory Services, LLC, Tyche Wealth Partners LLC, Kestra Advisory Services, LLC, Private Trust Co Na, Steward Partners Investment Advisory, Llc, dan Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 201,350 | 65.72 | 3,900 | 68.54 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 52,055 | 1.49 | 1,008 | 3.17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114,460 | 46.93 | 2,217 | 49.49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38,840 | 1.68 | 752 | 3.44 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,708 | 36.41 | 401 | 38.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75,864 | 1,469 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60,027 | 216.58 | 1 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 229,537 | 9.63 | 4,446 | 11.48 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18,875 | 10.16 | 366 | 11.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,412,126 | 1.48 | 27,353 | 3.18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,238 | 101 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,929 | 11.28 | 57 | 12.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 937,826 | 0.89 | 18,166 | 2.59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 32,121 | 23.56 | 620 | 25.25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,258 | 218 | ||||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 40,652 | 4.70 | 774 | 4.03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 113 | 2 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62,751 | 5.31 | 1,215 | 6.86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 276,250 | 5.27 | 5,351 | 7.02 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 403,415 | 7,685 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42,323 | 14.12 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 288,276 | 19.78 | 5,584 | 21.79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93,394 | 94.36 | 1,809 | 97.70 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24,844 | 8.17 | 481 | 10.07 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25,263 | 489 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47,967 | 22.21 | 929 | 24.36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 518,895 | 1.22 | 9,942 | 5.35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 243,881 | 0.43 | 4,724 | 2.10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,442,664 | 69.76 | 27,944 | 71.45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24,800 | 13.76 | 480 | 15.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,309 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31,181 | 68.76 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17,591 | 28.69 | 341 | 30.77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 562 | 0.54 | 11 | 0.00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2,762,539 | 5.94 | 53,244 | -43.04 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 146,116 | 14.23 | 2,830 | 16.17 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 30,075 | 583 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,016,602 | 69.71 | 19,692 | 72.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 271,307 | 151.39 | 5,255 | 155.72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 591,861 | 1.99 | 11,464 | 3.71 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 44,033 | 853 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90,544 | 287.11 | 1,754 | 293.93 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 94,855 | 1,837 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 774,224 | 4.98 | 14,997 | 6.75 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11,420 | 221 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 151 | 0.67 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 16.67 | 0 |
