Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF comprennent Summit Financial, LLC, Rainier Family Wealth Inc, Mustico Financial Group, Inc., Gts Securities Llc, PFG Investments, LLC, M3 Advisory Group, LLC, Total Investment Management Inc, Strategic Wealth Partners, Ltd., Berkshire Money Management, Inc., LOM Asset Management Ltd, Powell Investment Advisors, LLC, Safe Harbor Fiduciary, LLC, Avion Wealth, New Millennium Group LLC, Roble, Belko & Company, Inc, et Kilter 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 909 | 5,71 | 592 | 22,82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 652 | 250,87 | 2 729 | 307,31 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 222 | 62,04 | 13 | 85,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 448 | 19,44 | 804 | 38,69 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 22 073 | 0,56 | 1 320 | 16,73 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5 600 | 1,82 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 878 | 2,35 | 232 | 18,46 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 680 | 106,06 | 35 | 94,44 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 251 | 15 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 74 | 4 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 691 | 17,58 | 1 775 | 36,46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 382 | 5,18 | 262 | 22,43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 363 | 201 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 155 563 | 0,23 | 9 299 | 16,34 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 3 775 | 226 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 224 | 409,09 | 13 | 550,00 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 552 | 212 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 550 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 28 440 | 17,81 | 1 700 | 36,77 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 169 | 0 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 100 | 66 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 300 655 | 4,09 | 17 973 | 20,83 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 5 437 | 340 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 300 | 306,67 | 1 094 | 373,16 | |||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 123 | 7 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 776 | 4,86 | 46 | 21,05 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 | 0 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 200 | 12 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 36 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 223 | 4,52 | 790 | 21,35 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 6 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22 778 | 6,38 | 1 362 | 23,50 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 918 | 234 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 556 | 3,48 | 631 | 20,19 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 30 577 | 1 828 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 76 | 5 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 87 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 006 | 280,85 | 359 | 343,21 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 3 680 | 220 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 818 | 228 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18 850 | 23,49 | 1 127 | 43,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 077 | 363 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 350 | 146,04 | 847 | 208,76 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 340 | 20 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 622 | 1 843,75 | 37 | 3 600,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 42 128 | 424,63 | 2 518 | 509,69 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 3 667 | 219 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 575 | 34 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 329 | 60,35 | 378 | 86,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | |||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 194 | 12 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 883 | 292 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 18 024 | 3,15 | 1 077 | 19,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 052 | 4,99 | 481 | 22,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 815 | 0,04 | 288 | 16,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97 458 | 7,02 | 5 826 | 24,22 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 17 711 | 38,87 | 1 059 | 61,28 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 23 229 | 1 389 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14 240 | 7,29 | 851 | 24,60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 574 | 6,47 | 871 | 23,72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 290 | 256 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 649 | 56,39 | 39 | 90,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 980 | 11,22 | 1 135 | 29,16 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 628 | 516 |
