Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Tidal Trust I - SoFi Select 500 ETF comprennent Two Sigma Investments, Lp, Mustico Financial Group, Inc., Marshall Wace, Llp, CI Private Wealth, LLC, Cahaba Wealth Management, Inc., LJI Wealth Management, LLC, Cetera Investment Advisers, Creative Planning, AE Wealth Management LLC, et Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Toroso Investments, LLC | 13 646 | 309,42 | 1 612 | 375,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 660 | 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 517 | 205,46 | 297 | 257,83 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 3 333 | 200,00 | 341 | 176,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 514 | 0,20 | 179 | 15,58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29 800 | 3 520 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2 890 | 341 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 906 | 623,33 | 1 406 | 741,92 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 13 350 | 8 422 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 84 281 | 93,94 | 9 956 | 124,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47 | 17,50 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 784 | 2,47 | 1 | 0,00 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4 083 | 482 | ||||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 67 500 | 132,76 | 7 974 | 169,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 753 995 | 0,95 | 207 199 | 17,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75 | 1,35 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 | 587,50 | 19 | 850,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 41 | 5 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 741 | 6,56 | 1 741 | 23,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 433 | 0,46 | 51 | 18,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37 638 | 10,16 | 4 446 | 27,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 755 | 585,66 | 2 452 | 695,78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 226 | 499 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 330 | 39 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 205 | 260 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30 123 | 18,69 | 3 558 | 37,59 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2 295 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 643 | 3,78 | 548 | 20,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 464 | 2,26 | 645 | 18,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 911 | 226 |
