Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF comprennent Sigma Planning Corp, Wealth Group Ltd, Principia Wealth Advisory, LLC, Park Avenue Securities Llc, Brinker Capital Investments, LLC, SMIDX - SMI Dynamic Allocation Fund, Wealthspire Advisors, LLC, Dean, Jacobson Financial Services, LLC, Duncan Williams Asset Management, LLC, Old Mission Capital Llc, SMILX - SMI 50/40/10 Fund, Empower Advisory Group, LLC, BKD Wealth Advisors, LLC, Accredited Investors Inc., Sequoia Financial Advisors, LLC, Define Financial, Llc, Carolina Wealth Advisors, LLC, FSA Wealth Management LLC, Creekmur Asset Management LLC, et Belvedere Trading 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 112 192 | 539,09 | 13 287 | 612,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 868 | 58,26 | 3 | 100,00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 808 422 | 8,01 | 95 741 | 20,32 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5 604 | 0,11 | 664 | 11,43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 603 | 34,79 | 427 | 50,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 179 103 | 335,02 | 21 211 | 384,60 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 11 657 | 8,05 | 1 381 | 20,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 307 822 | 12,69 | 36 455 | 25,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 406 | 106,03 | 2 535 | 129,62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 857 | 44,51 | 220 | 61,03 | ||||
| 2025-06-27 | NP | DUBS - Aptus Large Cap Enhanced Yield ETF | 57 414 | 8,79 | 6 074 | -0,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56 685 | 4,20 | 6 713 | 16,08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 375 | 13,64 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163 741 | 3,74 | 19 393 | 15,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 719 | 250,20 | 1 743 | 290,81 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 18 779 | 2,96 | 2 224 | 14,65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 840 | 218 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 140 671 | 6,33 | 16 660 | 18,43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 852 649 | 2,00 | 100 979 | 13,62 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 22 164 | 2 635 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 139 | 45,08 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 13 521 | 1 601 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 230 | 1 093 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 13 534 | 1 603 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 67 389 | 4,40 | 7 981 | 16,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 337 | 16,04 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 235 158 | 10,22 | 27 850 | 22,78 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 009 | 356 | ||||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 8 460 | 895 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 60 473 | 113,31 | 7 162 | 137,59 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 1 703 | 202 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 814 | 215 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 110 223 | 275,36 | 13 054 | 318,10 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 1 946 | 230 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 310 | 274 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 56 607 | 70,43 | 6 704 | 89,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 040 | 26,16 | 597 | 40,47 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 305 121 | 8,15 | 36 136 | 20,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 105 | 3,45 | 486 | 15,44 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 9 037 | 1 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 894 | 106 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 41 | 0 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 152 | 373 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 918 | 7,36 | 2 004 | 19,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 421 | 0,34 | 760 | 11,76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 712 | 81,70 | 2 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 079 | 246 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 230 107 | 2 868,74 | 27 252 | 3 207,16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 874 | 932 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 276 | 33 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5 822 | 89,52 | 690 | 100,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63 259 | 139,90 | 7 492 | 167,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 556 | 0,28 | 421 | 11,67 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3 347 | 19,62 | 396 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 617 | 26,43 | 73 | 35,19 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4 248 | 5,78 | 503 | 18,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 74 631 | 62,25 | 8 839 | 80,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 427 445 | 11,76 | 287 482 | 24,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 364 511 | 5,38 | 43 169 | 17,38 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 2 470 | 261 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 600 | 9,09 | 426 | 21,71 | |||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3 058 | 12,55 | 362 | 25,69 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 12 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 876 | 1 762 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 452 842 | 8,46 | 53 630 | 20,81 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3 646 | 432 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 323 | 4,03 | 630 | 15,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78 070 | 6,25 | 9 246 | 18,36 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 35 370 | 842,95 | 4 189 | 952,26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 022 | 1 951 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 316 | 37 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 768 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 90 600 | 10 730 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11 735 | 0,70 | 1 390 | 12,20 |
