Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ETF Series Solutions - Opus Small Cap Value ETF termasuk Clarus Group, Inc., Prime Capital Investment Advisors, LLC, Wealthcare Advisory Partners LLC, Independent Advisor Alliance, Betterment LLC, JustInvest LLC, O'shaughnessy Asset Management, Llc, dan Larson Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 28,876 | 36.89 | 1,043 | 41.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,248,401 | 7.84 | 189,520 | 11.74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 431,187 | 9.08 | 15,570 | 13.03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1,621,115 | 6.82 | 58,538 | 10.69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 467,230 | 7.29 | 17,035 | 12.24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 14,015 | 506 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,305 | 4,272.86 | 553 | 4,500.00 | ||||
| 2025-07-17 | 13F | SWS Partners | 194,440 | 37.01 | 7,021 | 41.98 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 152,675 | 36.60 | 5,513 | 41.54 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39,698 | 1.96 | 1,433 | 5.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 877 | 0.11 | 32 | 3.33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25,143 | 908 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 697 | 25 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 622,514 | 9.86 | 22,479 | 13.83 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,483,136 | 4.00 | 53,556 | 7.77 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5,806 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,467 | 4.02 | 125 | 1.63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,976 | 9.56 | 5,957 | 13.53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7,830 | 2.62 | 283 | 6.42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29,212 | 1,055 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,703,695 | 4.27 | 61,520 | 8.04 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 213,355 | 10.94 | 7,704 | 14.97 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 18,907 | 9.18 | 683 | 13.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23,966 | 14.16 | 865 | 18.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 1.31 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,641 | 781 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 107,942 | 41.70 | 3,898 | 46.83 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 826,627 | 4.73 | 29,850 | 8.52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 457,877 | 14.74 | 16,534 | 18.88 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 552,897 | 5.57 | 19,965 | 9.39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 897,732 | 11.71 | 32,417 | 15.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,969,227 | 38.82 | 71,109 | 43.84 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,475 | 0 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 160,574 | 0.81 | 5,798 | 4.47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 429 | 652.63 | 15 | 1,400.00 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 61,128 | 2,207 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 118,703 | 7.57 | 4,286 | 11.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,932 | 3.90 | 1,045 | 7.63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 10,483 | 35.25 | 379 | 40.00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 77,966 | 4.57 | 2,815 | 8.35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172,867 | 4.39 | 6,317 | 9.44 |
