Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans The RBB Fund Trust - First Eagle Global Equity ETF comprennent Raymond James Financial Inc, Mount Yale Investment Advisors, LLC, Envestnet Asset Management Inc, Frontier Asset Management, LLC, Wiley Bros.-aintree Capital, Llc, Stifel Financial Corp, Kingsview Wealth Management, LLC, D.a. Davidson & Co., Rps Advisory Solutions Llc, Marcum Wealth, LLC, LPL Financial LLC, Atlas Wealth LLC, Sigma Planning Corp, New England Private Wealth Advisors LLC, HighTower Advisors, LLC, DAVENPORT & Co LLC, Truist Financial Corp, Lighthouse Wealth Management Inc., Nations Financial Group Inc, /ia/ /adv, et Bill Few Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 651 | 107 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68 649 | 2 771 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 226 702 | 372,48 | 9 152 | 407,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 62 545 | 717,05 | 2 525 | 779,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46 334 | 1 871 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 033 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83 805 | 1 423,73 | 3 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 146 207 | 5 902 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 107 | 42,67 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 5 403 | 218 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 39 091 | 156,87 | 1 578 | 176,36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 14 706 | 594 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 52 591 | 1 976 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 190 | 331 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 243 791 | 12,22 | 9 842 | 20,57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 98 259 | 93,59 | 3 967 | 107,97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 33 515 | 5,59 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 19 341 | 781 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 750 | 1 040 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 57 141 | 2 307 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 000 | 161 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 097 | 1 094 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 620 | 25 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 581 | 468 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 382 803 | 2 491,23 | 15 453 | 2 684,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41 061 | 177,21 | 2 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 220 | 57,14 | 9 | 60,00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1 000 | 40 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32 991 | 1 332 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 185 | 452 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 28 020 | 1 131 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 68 454 | 2 763 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 513 303 | 22,58 | 61 856 | 33,34 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 6 214 | 251 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 30 581 | 387,35 | 1 235 | 425,11 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 9 932 | 401 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 38 375 | 1 560 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 34 075 | 191,24 | 1 376 | 213,21 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 343 540 | 22,88 | 13 869 | 32,03 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 25 820 | 1 042 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 613 | 214,83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 61 010 | 11,98 | 2 463 | 20,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 464 635 | 18 757 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 20 049 | 79,49 | 809 | 93,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 776 | 233 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11 275 | 455 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 982 | 322 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26 505 | 1 070 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48 501 | 14,45 | 1 958 | 22,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 240 100 | 10,45 | 9 693 | 18,67 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 347 971 | 14 048 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 140 255 | 6 476 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27 955 | 1 129 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9 389 | 379 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 146 020 | 68,51 | 5 895 | 80,96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 74 565 | 3 010 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 287 269 | 33,98 | 11 597 | 43,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251 653 | 10 159 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 22 330 | 63,81 | 901 | 75,98 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 000 | 202 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 742 | 393 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 184 | 290 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13 762 | 12,65 | 556 | 20,92 |
