Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ETF Series Solutions - Aptus Drawdown Managed Equity ETF termasuk Independent Advisor Alliance, Brookwood Investment Group LLC, Gladstone Institutional Advisory LLC, dan O'shaughnessy Asset Management, Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,420 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 611 | 171.56 | 29 | 222.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 542,375 | 8.07 | 26,142 | 17.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,673,240 | 3.21 | 128,850 | 12.03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,450 | 263 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 104,955 | 0.74 | 5,059 | 9.34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,754 | 759 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 8,133 | 23.41 | 392 | 34.25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258,829 | 4.19 | 12,442 | 12.79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 395 | 19 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39,716 | 0.78 | 1,914 | 9.43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,616 | 463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 259,157 | 6.98 | 12,491 | 16.12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 392,982 | 3.72 | 18,942 | 12.58 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 65,468 | 19.87 | 3,156 | 30.10 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 23,506 | 1.83 | 1,133 | 10.44 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 100,248 | 9.95 | 4,832 | 19.70 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24,687 | 1.61 | 1,190 | 10.30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,892 | 236 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 426,066 | 2.98 | 20,536 | 11.78 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 85,173 | 22.83 | 4,105 | 33.32 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 11,167 | 7.36 | 538 | 16.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29,740 | 0.06 | 1,433 | 8.64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 198,376 | 35.94 | 9,562 | 47.57 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9,816 | 473 | ||||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 29,438 | 2.73 | 1,419 | 11.48 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 22,191 | 0.99 | 1,070 | 9.64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,313 | 7.17 | 1,027 | 16.31 |
