Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global X Funds - Global X U.S. Preferred ETF comprennent Capitolis Liquid Global Markets LLC, Collier Financial, First Interstate Bank, Traub Capital Management LLC, Apella Capital, LLC, Adams Asset Advisors, LLC, Objective Capital Management, LLC, TT Capital Management LLC, Inscription Capital, LLC, Savvy Advisors, Inc., Cerity Partners LLC, Evolution Wealth Management Inc., Smartleaf Asset Management LLC, Brown Brothers Harriman & Co, Fortitude Family Office, LLC, New England Capital Financial Advisors LLC, Clarity Asset Management, Inc., Noble Wealth Management PBC, Asset Dedication, LLC, et Navigoe, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 68 862 | 0,41 | 1 297 | -0,69 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 823 | 15 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 203 | 193 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 11 328 | 4,83 | 213 | 3,90 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 61 300 | 1 154 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 516 | 116,99 | 104 | 114,58 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 140 494 | 107,25 | 2 646 | 105,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 312 | 9,61 | 351 | 10,06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 371 | 40,55 | 158 | 38,94 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 100 | 96 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 411 322 | 685,13 | 7 745 | 676,83 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 15 966 | 301 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 16 732 | 23,56 | 315 | 22,57 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 12 700 | 1,38 | 239 | 0,42 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 29 757 | 0,38 | 560 | -0,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 721 | 173,69 | 786 | 170,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 770 | 7,70 | 203 | 6,32 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 22 999 | 1,54 | 433 | 0,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 071 466 | 16,64 | 20 176 | 15,35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 684 | 258 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 845 | 113,05 | 35 | 112,50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 384 175 | 26,00 | 7 | 40,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81 167 | 5,60 | 1 528 | 1,93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 172 | 13,92 | 455 | 12,62 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 125 380 | 7,16 | 2 361 | 5,97 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 23 735 | 46,92 | 447 | 45,28 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49 010 | 1,40 | 923 | 0,22 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 131 | 1,55 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 304 662 | 1,51 | 5 737 | 0,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 334 995 | 352 526,32 | 6 308 | 630 600,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 250 | 12,50 | 212 | 11,05 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28 500 | 533 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 43 636 | 3,90 | 822 | 2,75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 137 438 | 15,01 | 2 588 | 13,76 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15 537 | 23,41 | 293 | 22,18 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 10 386 | 1,83 | 196 | 0,52 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 901 | 149 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 6 963 093 | 131 115 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4 472 337 | 3,87 | 84 214 | 2,73 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 536 | 10 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 3 540 531 | 11,58 | 66 668 | 10,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 93 084 | 2,75 | 1 753 | 1,62 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1 102 418 | 0,77 | 20 759 | -0,34 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 560 100 | 10 547 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 072 979 | 12,57 | 20 204 | 11,34 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 147 555 | 7,53 | 2 778 | 6,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 135 355 | 16,52 | 1 751 | -20,85 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 305 | 0,99 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 121 662 | 2 291 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 458 365 | 6,88 | 8 631 | 5,71 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 109 627 | 2 064 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68 159 | 2,99 | 1 283 | 1,83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 728 | 3 442,86 | 51 | 5 000,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 65 | 1 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 33 962 | 313,26 | 640 | 309,62 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 67 161 | 71,61 | 1 265 | 69,66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18 004 | 2,23 | 339 | 1,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 758 | 16,43 | 692 | 15,14 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 28 149 | 8,17 | 530 | 7,07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 809 | 15 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11 378 | 214 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 234 527 | 1,71 | 4 416 | 0,59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 537 167 | 3,02 | 28 945 | 1,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 845 138 | 4,08 | 15 914 | 2,93 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 196 976 | 4,20 | 3 709 | 3,06 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49 542 | 4,51 | 945 | 4,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 441 | 8 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 900 | 4,44 | 205 | 3,54 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 103 685 | 1 952 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42 106 | 107,91 | 793 | 105,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 87 061 | 3,94 | 1 639 | 2,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 351 065 | 11,19 | 6 611 | 9,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 345 912 | 1,50 | 25 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 642 627 | 14,61 | 30 927 | 13,34 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 25 928 | 17,27 | 495 | 23,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137 514 | 13,25 | 2 591 | 11,98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15 591 | 0,65 | 294 | -0,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 751 174 | 17,13 | 51 805 | 15,84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201 917 | 56,21 | 3 817 | 55,10 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 407 | 10,30 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 232 944 | 7,21 | 4 386 | 6,04 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 170 221 | 6,49 | 3 205 | 5,32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 595 | 0,08 | 200 | -1,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 764 477 | 31,67 | 14 395 | 30,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 4 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2 549 | 1,31 | 48 | 2,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162 658 | 14,61 | 3 063 | 13,32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 605 | 294 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 19 783 | 0,75 | 373 | -0,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 856 | 129 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 600 | 718,71 | 105 | 707,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 635 671 | 5,40 | 11 970 | 4,24 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 222 | 57,02 | 192 | 64,10 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 26 643 | 9,55 | 502 | 8,21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 195 | 179,07 | 399 | 179,02 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 146 108 | 17,10 | 2 751 | 15,83 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 24 692 | 1,48 | 465 | 0,22 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 449 | 7,53 | 272 | 6,67 | ||||
| 2025-07-17 | 13F | SWS Partners | 265 414 | 6,50 | 4 998 | 5,33 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 118 666 | 149,65 | 2 234 | 146,85 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 70 | 0 | ||||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 49 806 | 938 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 351 882 | 9,91 | 6 626 | 8,70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | -98,81 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 15 126 | 15,24 | 285 | 14,06 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1 848 925 | 562,41 | 34 815 | 555,16 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 216 | 6,40 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 448 | 102 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 66 502 | 1 259 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 544 | 67 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 153 749 | 558,23 | 2 895 | 536,26 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 129 976 | 8,11 | 2 447 | 6,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 813 408 | 8,40 | 15 186 | 6,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37 601 | 6,94 | 708 | 5,83 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 946 | 7,57 | 376 | 6,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9 979 | 0,99 | 188 | -0,53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 25 361 | 75,50 | 478 | 73,45 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 12 560 | 1,71 | 240 | 3,91 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4 154 | 78 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 828 | 16 | ||||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 6 140 | 1,24 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 142 813 | 2 719 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28 118 | 7,60 | 1 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 366 000 | 6 892 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 554 683 | 16,17 | 10 445 | 14,88 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 361 425 | 6,68 | 6 806 | 5,50 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 65 205 | 3,87 | 1 228 | 2,68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90 238 | 9,29 | 1 699 | 8,08 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 10 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47 906 | 7,36 | 902 | 6,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 950 | 69,42 | 1 204 | 67,69 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 334 958 | 3,41 | 6 267 | -2,57 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 461 058 | 5,55 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 488 900 | 9 206 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 38 923 | 282,87 | 733 | 279,27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 70 360 | 28,23 | 1 325 | 26,82 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 82 891 | 5,37 | 1 561 | 6,12 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 100 | 2,04 | 2 | 0,00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 387 356 | 746,94 | 25 985 | 701,26 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 66 032 | 5,85 | 1 243 | 4,72 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 32 626 | 614 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 97 354 | 5,62 | 1 833 | 4,50 |
