Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Opus Small Cap Value ETF comprennent Clarus Group, Inc., Prime Capital Investment Advisors, LLC, Wealthcare Advisory Partners LLC, Independent Advisor Alliance, Betterment LLC, JustInvest LLC, O'shaughnessy Asset Management, Llc, et Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 28 876 | 36,89 | 1 043 | 41,77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 248 401 | 7,84 | 189 520 | 11,74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 431 187 | 9,08 | 15 570 | 13,03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1 621 115 | 6,82 | 58 538 | 10,69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 467 230 | 7,29 | 17 035 | 12,24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 14 015 | 506 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 305 | 4 272,86 | 553 | 4 500,00 | ||||
| 2025-07-17 | 13F | SWS Partners | 194 440 | 37,01 | 7 021 | 41,98 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 152 675 | 36,60 | 5 513 | 41,54 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39 698 | 1,96 | 1 433 | 5,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 877 | 0,11 | 32 | 3,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25 143 | 908 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 697 | 25 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 622 514 | 9,86 | 22 479 | 13,83 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 483 136 | 4,00 | 53 556 | 7,77 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5 806 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 467 | 4,02 | 125 | 1,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 164 976 | 9,56 | 5 957 | 13,53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7 830 | 2,62 | 283 | 6,42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29 212 | 1 055 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 703 695 | 4,27 | 61 520 | 8,04 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 213 355 | 10,94 | 7 704 | 14,97 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 18 907 | 9,18 | 683 | 13,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23 966 | 14,16 | 865 | 18,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 1,31 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 641 | 781 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 107 942 | 41,70 | 3 898 | 46,83 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 826 627 | 4,73 | 29 850 | 8,52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 457 877 | 14,74 | 16 534 | 18,88 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 552 897 | 5,57 | 19 965 | 9,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 897 732 | 11,71 | 32 417 | 15,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 969 227 | 38,82 | 71 109 | 43,84 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 475 | 0 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 160 574 | 0,81 | 5 798 | 4,47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 429 | 652,63 | 15 | 1 400,00 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 61 128 | 2 207 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 118 703 | 7,57 | 4 286 | 11,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28 932 | 3,90 | 1 045 | 7,63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 10 483 | 35,25 | 379 | 40,00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 77 966 | 4,57 | 2 815 | 8,35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172 867 | 4,39 | 6 317 | 9,44 |
