Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF comprennent Merit Financial Group, LLC, Mariner, LLC, SCS Capital Management LLC, Two Sigma Securities, Llc, Soundwatch Capital LLC, Mercer Global Advisors Inc /adv, ENDW - Cambria Endowment Style ETF, et Adirondack Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 491 | 0,64 | 2 629 | 2,70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 020 | 0,35 | 112 | 1,83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 124 719 | 3,53 | 6 903 | 5,65 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25 477 | 14,99 | 1 410 | 17,40 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 220 693 | 0,04 | 12 215 | 2,08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70 261 | 3 889 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 401 045 | 9,43 | 22 198 | 11,67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 276 377 | 1,75 | 15 298 | 3,84 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 236 184 | 10,31 | 13 073 | 12,56 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 203 772 | 0,82 | 11 279 | 2,88 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 668 041 | 2,39 | 92 326 | 4,49 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 73 229 | 0,89 | 4 053 | 2,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 51 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 65 897 | 0,33 | 3 647 | 1,11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 138 031 | 32,68 | 8 | 40,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 630 | 201 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3 923 | 1 807 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 420 618 | 1,20 | 23 281 | 3,27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 626 | 35 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 474 625 | 0,03 | 26 270 | 2,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 204 363 | 0,07 | 11 312 | 2,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 643 | 5 565,52 | 91 | 8 900,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 985 505 | 5,71 | 54 548 | 7,88 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 18 868 | 1,34 | 1 044 | 3,47 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 5 892 | 0,22 | 326 | 2,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 185 | 398 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 9 916 | 0,33 | 558 | 13,88 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 900 | 11,29 | 382 | 13,39 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 310 | 405 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 360 414 | 4,02 | 19 949 | 6,15 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 107 252 | 405,00 | 5 936 | 415,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 258 144 | 55,65 | 127 111 | 61,53 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 175 635 | 0,62 | 9 721 | 2,68 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 44 727 | 9,10 | 2 476 | 11,34 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 100 329 | 0,03 | 5 553 | 2,08 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 74 153 | 6,39 | 4 104 | 8,57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 076 | 3,57 | 170 | 5,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34 746 | 20,34 | 1 923 | 22,88 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 66 990 | 1,63 | 3 587 | 7,20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18 265 | 1 011 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 9 805 | 8,90 | 543 | 11,07 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 86 | 11,69 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 164 | 116 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13 665 | 17,80 | 768 | 21,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 281 | 458 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 849 | 47 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 583 | 254 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 98 548 | 1,33 | 5 455 | 3,41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 454 | 10,19 | 25 | 13,64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 403 637 | 2,71 | 299 091 | 4,81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 801 110 | 3,67 | 44 341 | 5,79 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 464 826 | 1,12 | 25 728 | 3,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 232 | 2,07 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5 407 | 7,62 | 299 | 9,93 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 23 396 | 100,21 | 1 295 | 104,42 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 136 512 | 1,86 | 7 556 | 3,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 959 896 | 0,70 | 53 130 | 2,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 125 | 0 | ||||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 155 720 | 17,51 | 8 619 | 19,92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 82 | 1,23 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81 214 | 154,46 | 4 495 | 159,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 528 | 0 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 606 155 | 1,92 | 33 551 | 4,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 35 291 | 1,47 | 1 953 | 3,55 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17 085 | 0,86 | 946 | 2,94 |
