Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Aptus Drawdown Managed Equity ETF comprennent Independent Advisor Alliance, Brookwood Investment Group LLC, Gladstone Institutional Advisory LLC, et O'shaughnessy Asset Management, Llc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 420 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 611 | 171,56 | 29 | 222,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 542 375 | 8,07 | 26 142 | 17,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 673 240 | 3,21 | 128 850 | 12,03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5 450 | 263 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 104 955 | 0,74 | 5 059 | 9,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 754 | 759 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 8 133 | 23,41 | 392 | 34,25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 829 | 4,19 | 12 442 | 12,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 395 | 19 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39 716 | 0,78 | 1 914 | 9,43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 616 | 463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 259 157 | 6,98 | 12 491 | 16,12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 392 982 | 3,72 | 18 942 | 12,58 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 65 468 | 19,87 | 3 156 | 30,10 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 23 506 | 1,83 | 1 133 | 10,44 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 100 248 | 9,95 | 4 832 | 19,70 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24 687 | 1,61 | 1 190 | 10,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 892 | 236 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 426 066 | 2,98 | 20 536 | 11,78 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 85 173 | 22,83 | 4 105 | 33,32 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 11 167 | 7,36 | 538 | 16,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29 740 | 0,06 | 1 433 | 8,64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 198 376 | 35,94 | 9 562 | 47,57 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 816 | 473 | ||||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 29 438 | 2,73 | 1 419 | 11,48 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 22 191 | 0,99 | 1 070 | 9,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 313 | 7,17 | 1 027 | 16,31 |
