Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF comprennent rebel Financial LLC, Franklin Resources Inc, CIBC World Markets Inc., et Raymond James Financial 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Franklin Resources Inc | 29 869 | 544 | ||||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares | 5 225 | 10,21 | 95 | 11,90 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32 549 | 9,58 | 592 | 10,86 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13 129 | 4,21 | 239 | 5,29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 094 | 1,36 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 826 | 2,86 | 197 | 4,23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 26 152 | 0,45 | 476 | 1,49 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 10 211 | 1,24 | 184 | 2,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44 486 | 9,21 | 811 | 10,35 | ||||
| 2025-07-23 | 13F | Shariaportfolio, Inc. | 1 655 373 | 3,99 | 30 161 | 5,15 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 77 840 | 11,11 | 1 418 | 13,53 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34 188 | 0,25 | 623 | 1,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 959 | 17,53 | 291 | 18,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 735 | 0,37 | 487 | 1,46 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 127 572 | 15,16 | 2 324 | 16,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80 785 | 44,25 | 1 472 | 45,79 | ||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares | 109 868 | 8,32 | 1 990 | 10,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 76 077 | 0,53 | 1 386 | 1,69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22 936 | 1,24 | 418 | 2,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108 467 | 55,20 | 1 976 | 56,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 173 | 0,53 | 185 | 1,65 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 535 | 6,41 | 83 | 7,89 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 57 429 | 0,32 | 1 046 | 1,45 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1 099 763 | 5,60 | 20 038 | 6,77 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 212 431 | 3 870 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 223 | 3,65 | 296 | 4,61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 876 | 289 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 48 129 | 336,39 | 877 | 342,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 539 483 | 52,81 | 9 829 | 54,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12 687 | 6,52 | 231 | 7,94 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 339 | 3,09 | 279 | 4,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 604 | 102 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 21 029 | 0,49 | 383 | 1,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46 288 | 38,55 | 843 | 40,03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 000 | 56,09 | 383 | 57,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 523 | 24,23 | 28 | 22,73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 29 898 | 14,00 | 545 | 15,25 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 |
