Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF comprennent Duncan Williams Asset Management, LLC, Truist Financial Corp, Symphony Financial, Ltd. Co., Concurrent Investment Advisors, LLC, Crews Bank & Trust, Assetmark, Inc, Hantz Financial Services, Inc., Qube Research & Technologies Ltd, Mount Yale Investment Advisors, LLC, et Total Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Mason & Associates Inc | 124 832 | 2,71 | 5 394 | 5,62 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36 178 | 6,60 | 1 563 | 9,61 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 50 446 | 74,73 | 2 180 | 79,64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 608 | 10,69 | 329 | 13,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 583 401 | 14,31 | 25 209 | 17,54 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19 134 | 0,44 | 827 | 3,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 330 | 101 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 633 | 0,43 | 503 | 3,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126 623 | 10,48 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16 326 | 706 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52 566 | 21,27 | 2 271 | 24,71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 79 551 | 1,61 | 3 437 | 4,50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 729 | 1,26 | 939 | 4,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 355 | 38,33 | 318 | 42,15 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 758 | 0,57 | 77 | 4,05 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7 408 | 14,37 | 320 | 15,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 139 | 913 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123 650 | 14,66 | 5 343 | 17,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 554 954 | 3,39 | 23 980 | 6,32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 072 | 46 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 18 124 | 0,03 | 783 | 2,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 602 812 | 2,23 | 69 258 | 5,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 013 | 0,20 | 44 | 2,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76 192 | 33,16 | 3 294 | 37,38 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3 291 | 67,40 | 142 | 73,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 107 934 | 4 664 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 596 483 | 4,89 | 25 774 | 7,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38 235 | 19,40 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232 347 | 15,66 | 10 040 | 18,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 641 689 | 8,07 | 70 934 | 11,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 83 936 | 11,39 | 3 627 | 14,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 49 656 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 91 505 | 12,00 | 3 954 | 15,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 984 | 388 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 | 1 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 97 362 | 4,08 | 4 207 | 7,05 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 28 | |||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 902 661 | 9,44 | 39 004 | 12,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149 413 | 15,08 | 6 456 | 18,35 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 32 244 | 35,29 | 1 393 | 39,16 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 6 079 | 263 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 926 | 5,04 | 342 | 7,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367 545 | 4,56 | 15 882 | 7,52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 110 166 | 47,98 | 4 760 | 52,17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 000 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15 918 | 5,50 | 688 | 8,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 060 | 23,38 | 837 | 32,49 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7 659 | 4,06 | 331 | 6,80 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12 713 | 5,52 | 554 | 9,29 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5 645 | 8,72 | 244 | 11,47 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12 738 | 19,57 | 550 | 23,04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 883 | 9,46 | 1 032 | 12,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 276 | 55 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 7 831 | 338 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 40 | 25,00 | 2 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 59 423 | 39,36 | 2 568 | 43,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 615 | 3,48 | 113 | 5,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239 493 | 13,08 | 10 348 | 16,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 199 | 1,02 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49 313 | 93,13 | 2 131 | 99,25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 420 | 1 973 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27 933 | 36,86 | 1 207 | 40,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 907 | 6,99 | 298 | 9,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 439 | 18,16 | 537 | 21,49 |
