Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Angel Oak Funds Trust - Angel Oak Income ETF comprennent Astor Investment Management LLC, Envestnet Asset Management Inc, ASTIX - Astor Dynamic Allocation Fund Class I shares, Goldman Sachs Group Inc, Legacy Capital Group California, Inc., Ieq Capital, Llc, AE Wealth Management LLC, ASPGX - Astor Sector Allocation Fund Class A Shares, GeoWealth Management, LLC, Flow Traders U.s. Llc, IHT Wealth Management, LLC, Change Path, LLC, Wiley Bros.-aintree Capital, Llc, Legacy Capital Wealth Partners, LLC, DAVENPORT & Co LLC, Bank of New York Mellon Corp, Advisory Services Network, LLC, Coastal Bridge Advisors, LLC, Raleigh Capital Management Inc., et Nova Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Rareview Capital LLC | 68 709 | 1,34 | 1 429 | 1,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 94 504 | 1 966 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 28 058 | 584 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 155 | 440 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225 983 | 1,12 | 4 700 | 1,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 427 158 | 40,81 | 8 885 | 41,08 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102 541 | 7,48 | 2 133 | 7,68 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 23 118 | 36,25 | 481 | 36,36 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368 613 | 7,21 | 7 667 | 7,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 065 | 355 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 334 | 5,13 | 215 | 4,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 814 675 | 66,91 | 58 545 | 67,24 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 61 455 | 56,64 | 1 278 | 57,00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21 054 | 0,30 | 438 | 0,46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 47 467 | 0,01 | 987 | 0,20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24 359 | 47,28 | 507 | 47,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 131 790 | 13,00 | 2 741 | 13,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296 490 | 2,72 | 6 167 | 2,90 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85 472 | 1 778 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 158 131 | 245,94 | 3 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34 906 | 726 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 189 547 | 5 266,67 | 45 543 | 5 283,22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 124 342 | 8,39 | 2 586 | 8,61 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811 224 | 4,30 | 16 873 | 4,50 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2 058 325 | 7,31 | 42 813 | 7,52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54 415 | 64,76 | 1 132 | 65,11 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 383 809 | 7 983 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 96 567 | 47,04 | 2 009 | 47,32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 59 347 | 1 234 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143 860 | 8,95 | 2 992 | 9,16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 6 626 | 138 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8 228 | 471,39 | 171 | 489,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241 047 | 10,06 | 5 014 | 10,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 374 357 | 4,92 | 28 587 | 5,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52 472 | 31,54 | 1 091 | 31,76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 291 182 | 1,66 | 47 657 | 1,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20 001 | 416 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 198 740 | 103,86 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 269 | 31,37 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27 856 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 469 620 | 0,29 | 9 768 | 0,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 11 876 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 835 | 38 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59 257 | 2,45 | 1 233 | 2,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 358 408 | 7 455 | ||||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139 969 | 2 897 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110 380 | 2 296 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 599 336 | 1,64 | 12 466 | 1,84 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15 190 | 316 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 939 991 | 39,16 | 19 552 | 39,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 935 | 227 | ||||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31 175 | 645 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 437 | 73,67 | 467 | 73,88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 925 | 290 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10 500 | 218 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 149 275 | 276,15 | 3 105 | 277,16 |
