Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam VanEck ETF Trust - VanEck High Yield Muni ETF termasuk CPATX - Counterpoint Tactical Income Fund Class A Shares, Zions Bancorporation, National Association /ut/, Toroso Investments, LLC, Group One Trading, L.p., Jane Street Group, Llc, Cliftonlarsonallen Wealth Advisors, Llc, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, Pinnacle Wealth Management Advisory Group, LLC, Triton Wealth Management, PLLC, Jane Street Group, Llc, Kennedy Investment Group, Angeles Wealth Management, Llc, VisionPoint Advisory Group, LLC, Summit Wealth Group Llc / Co, Keybank National Association/oh, Seeds Investor Llc, Diversify Advisory Services, LLC, FSA Advisors, Inc., XTX Topco Ltd, dan Shared Vision Wealth Group 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 | Hillsdale Investment Management Inc. | 4,310 | 216 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 7,103 | 15.44 | 348 | 14.52 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 38,606 | 1,938 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,989 | 5.52 | 100 | 3.13 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 150 | 92.31 | 8 | 75.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 102,641 | 80.24 | 5 | 150.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,047 | 251.72 | 103 | 251.72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,955 | 28.52 | 650 | 26.21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,794 | 11.22 | 90 | 9.76 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 15,350 | 4.26 | 771 | 2.26 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 8,545 | 429 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13,952 | 17.54 | 701 | 15.32 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 342,410 | 3.81 | 17,192 | 1.84 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 19,700 | 989 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 25,183 | 0.78 | 1,259 | 1.94 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 4,905 | 246 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 67,397 | 42.08 | 3,384 | 39.39 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 17,875 | 898 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11,537 | 53.60 | 579 | 50.78 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 19,338 | 0.87 | 960 | -2.34 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13,324 | 100.21 | 669 | 96.76 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21,587 | 1.41 | 1,084 | -0.55 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 156,724 | 7,869 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 11,045 | 0.34 | 555 | -1.60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,874,285 | 10.46 | 94,109 | 8.37 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,427 | 122 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,107 | 1.70 | 507 | -0.20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,246 | 13.00 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,689,032 | 20.24 | 84,806 | 17.96 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 154,764 | 352.22 | 7,771 | 343.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 856,633 | 11.97 | 43,012 | 9.85 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6,356 | 24.43 | 319 | 22.22 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 250 | 13 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7,070 | 355 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,602 | 24.74 | 633 | 22.24 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11,272 | 552 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59 | 59.46 | 3 | 100.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 89,404 | 2.19 | 4,489 | 0.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 29,743 | 24.62 | 1,487 | 22.09 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1,900 | 95 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,826 | 9.41 | 92 | 7.06 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8,300 | 12.06 | 417 | 9.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 84,632 | 0.70 | 4,249 | -1.21 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 525,511 | 6.36 | 26,386 | 4.35 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25,438 | 22.72 | 1,247 | 17.64 | ||||
| 2025-06-26 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 32,340 | 1,630 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,398 | 0.41 | 221 | -1.79 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -62 | -96.96 | -3 | -97.12 | |||
| 2025-08-08 | 13F | Condor Capital Management | 9,029 | 0.01 | 453 | -1.95 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5,626 | 0.29 | 282 | -1.74 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 8,113 | 7.39 | 407 | 5.44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,107 | 56 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 54,486 | 20,538.64 | 2,736 | 20,938.46 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park High Income ETF | 6,733 | 338 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4,758 | 12.62 | 239 | 10.19 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 95,706 | 1.21 | 4,805 | -0.70 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4,642 | 489.09 | 0 | |||||
| 2025-04-18 | NP | ABHYX - High-yield Municipal Fund Investor Class This fund is a listed as child fund of American Century Companies Inc 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 | 141,100 | 19.07 | 7,412 | 18.35 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 130 | 36.84 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20,338 | 35.92 | 1,021 | 33.46 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 86,127 | 19.02 | 4,324 | 16.77 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 802,105 | 0.68 | 40,274 | -1.23 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 388 | 80.47 | 19 | 72.73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20,738 | 33.12 | 1,041 | 30.61 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4,431 | 222 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 12,055 | 605 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 15,465 | 776 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 18,649 | 936 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,031 | 1.47 | 353 | -0.28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39,428 | 0.82 | 1,980 | -1.10 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 37,526 | 1.34 | 1,877 | 2.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280,062 | 68.89 | 14,146 | 66.65 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 268 | 13.56 | 13 | 8.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,403,378 | 3.81 | 70,464 | 1.84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 168,997 | 231.90 | 8,485 | 225.72 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 77 | 1.32 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 65 | 3 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 60,296 | 24.07 | 3,027 | 21.71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,630 | 277 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 9,335 | 7.09 | 469 | 7.34 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 263 | 13 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 122,174 | 21.27 | 6,134 | 18.97 | ||||
| 2025-05-29 | NP | CPATX - Counterpoint Tactical Income Fund Class A Shares | 950,000 | 48,621 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,894 | 4.44 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 181 | 1.12 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 122,317 | 12.04 | 6,142 | 9.92 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,705 | 276.38 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,025 | 10.93 | 51 | 8.51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16,759 | 0.10 | 841 | -1.75 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 78,924 | 1.91 | 3,951 | -0.33 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 549 | 0.37 | 27 | 0.00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 230,612 | 20.39 | 11,579 | 18.12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,197 | 713 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18,788 | 943 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 7,806 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 61,633 | 48.49 | 3,095 | 45.67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,216,907 | 4.61 | 61,101 | 2.63 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 20,213 | 74.20 | 1,035 | 71.76 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -38 | -97.57 | -2 | -98.75 | |||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32,585 | 1,636 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5,987 | 301 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 115,838 | 20.42 | 5,816 | 18.14 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 59,963 | 406.15 | 3,010 | 396.70 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,148 | 67.38 | 1,112 | 64.25 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12,563 | 631 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 568,929 | 38.46 | 28,547 | 35.71 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 460 | 0.88 | 23 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 124,718 | 159.06 | 6,262 | 154.24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 63,719 | 3,199 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 617,071 | 8.60 | 30,983 | 6.54 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 13,994 | 11.55 | 1 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 301 | 15 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 7,783 | 391 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 24,475 | 1,229 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 4,305 | 216 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 624 | 19.08 | 31 | 19.23 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 7,866 | 55.39 | 395 | 52.12 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4,106 | 202 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,011,144 | 3.89 | 51 | 2.04 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 37,531 | 30.67 | 1,884 | 28.08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 49 | 2 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75,676 | 63.15 | 3,796 | 59.92 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 126 | 6 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 55,395 | 119.42 | 2,781 | 115.25 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 7,150 | 4.21 | 359 | 2.28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 215,464 | 7.41 | 11 | 0.00 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 21,158 | 0.06 | 1,062 | -1.85 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 22,738 | 3.56 | 1,138 | 1.34 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 18,423 | 925 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,096 | 306 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 40,100 | 2,013 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,508 | 73.31 | 427 | 70.12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8,600 | 432 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 10,142 | 1.20 | 509 | -0.59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,898 | 1.49 | 246 | -0.41 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 13,082 | 120.38 | 657 | 116.50 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 46,931 | 2,356 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 6,870 | 345 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4,651,087 | 67.44 | 233,531 | 64.27 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 137,433 | 21.91 | 6,901 | 19.60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | -64.29 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 68,067 | 263.49 | 3,418 | 256.68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74,193 | 81.38 | 3,725 | 77.97 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 26,361 | 5.86 | 1,324 | 3.85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,593 | 177.36 | 230 | 172.62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,375 | 722 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 2,783 | 12.35 | 140 | 10.32 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,242 | 213 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 94,100 | 47.96 | 4,725 | 45.13 | |||
| 2025-07-25 | 13F | Cwm, Llc | 185,416 | 1.07 | 9 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 52,554 | 22.44 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 17,495 | 3.64 | 878 | 1.74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,790,742 | 4.29 | 89,913 | 2.31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1,941 | 1.57 | 97 | -1.03 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 12,240 | 6.07 | 615 | 4.07 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,730 | 288 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 13,166 | 36.55 | 661 | 34.08 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,567 | 225 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 5,062 | 14.37 | 254 | 12.39 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 173 | 9 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,496 | 1.40 | 527 | -0.38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | 100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,928 | 29.36 | 750 | 26.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28,600 | 33.02 | 1,436 | 30.55 | |||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11,227 | 67.24 | 564 | 64.14 |
