Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Zacks Trust - Zacks Earnings Consistent Portfolio ETF meliputi Carter Financial Group, INC., Advyzon Investment Management, LLC, Two Sigma Investments, Lp, Private Client Services, Llc, Arista Wealth Management, LLC, dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 176,238 | 0.60 | 5,624 | 6.68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25,543 | 9.34 | 815 | 16.10 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 50 | 100.00 | 2 | |||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 88,774 | 62.21 | 2,833 | 72.05 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 121,738 | 15.66 | 3,901 | 23.45 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 18,232 | 27.92 | 549 | 26.27 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 43,503 | 337.26 | 1,388 | 364.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,951 | 16.14 | 541 | 23.01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 25,700 | 820 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 153,618 | 416.15 | 4,902 | 446.99 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14,627 | 0.03 | 467 | 4.02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 46,556 | 1,486 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53,798 | 1,717 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 12,580 | 401 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 117,706 | 6.53 | 3,756 | 12.83 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 75,700 | 20.08 | 2,416 | 27.37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65,851 | 0.67 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 50,045 | 130.64 | 1,597 | 144.79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 161,628 | 13.14 | 5,158 | 19.99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11,874 | 1.04 | 379 | 7.08 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,280 | 10.18 | 360 | 16.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,209 | 39 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1,227,500 | 8.07 | 39,702 | 16.17 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 160,188 | 15.94 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 45,872 | 1,464 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,146 | 611 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 33,348 | 19.56 | 1,064 | 26.82 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 1,325,844 | 1.71 | 42,308 | 8.44 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 55,590 | 5.08 | 1,791 | 13.72 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 455,124 | 25.59 | 14,523 | 33.18 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1,285 | 7.53 | 41 | 17.14 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20,805 | 6.42 | 664 | 12.76 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 272,965 | 16.13 | 8,710 | 23.16 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15,900 | 507 |
