Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF termasuk Confluence Investment Management Llc, Atria Investments Llc, Bank of New York Mellon Corp, Aqr Capital Management Llc, Signature Wealth Management Partners, LLC, Smartleaf Asset Management LLC, Atlantic Union Bankshares Corp, FNY Investment Advisers, LLC, Vermillion Wealth Management, Inc., CENTRAL TRUST Co, Flaharty Asset Management, LLC, Copia Wealth Management, dan Twin Peaks Wealth Advisors, 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 | Global Retirement Partners, LLC | 1,453 | 923.24 | 118 | 972.73 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12,504 | 1.40 | 1,020 | 2.52 | ||||
2025-08-14 | 13F | Comerica Bank | 14,153 | 58.35 | 1,154 | 60.14 | ||||
2025-07-08 | 13F | Martin Capital Partners, LLC | 3,428 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16,872 | 1,376 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 306,993 | 1.27 | 25,031 | 2.38 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 84,687 | 51.14 | 6,905 | 53.63 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 6,767 | 2.30 | 552 | 3.38 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 2,622 | 0.15 | 214 | 0.95 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 10,520 | 1.34 | 858 | 2.39 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 46,099 | 21.88 | 3,759 | 23.21 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 58,180 | 4.82 | 4,744 | 5.97 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,290 | 8.05 | 839 | 9.24 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93,467 | 8.25 | 8 | 16.67 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 300,181 | 24,475 | ||||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 22,983 | 5.18 | 1,874 | 6.30 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 23,531 | 3.80 | 1,919 | 4.92 | ||||
2025-08-12 | 13F | MAI Capital Management | 439 | 0.23 | 36 | 0.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,877 | 1,131 | ||||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 13,612 | 4.27 | 1,147 | 13.24 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 3,104 | 253 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 1,622 | 5.87 | 132 | 7.32 | ||||
2025-08-14 | 13F | Mariner, LLC | 5,913 | 85.30 | 482 | 87.55 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 63,315 | 7.18 | 5,162 | 8.35 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 261 | 21 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 9,522 | 776 | ||||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 2,959 | 0.44 | 241 | 1.69 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 5,719 | 0.18 | 466 | 1.30 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,086 | 0.64 | 333 | 1.83 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 14,797 | 6.35 | 1 | 0.00 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 19,021 | 42.77 | 1,551 | 44.32 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,577 | 22.27 | 1 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 8,589 | 0.02 | 700 | 1.16 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 6,304 | 0.64 | 516 | 1.57 | ||||
2025-08-05 | 13F | Huntington National Bank | 264 | -17.03 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 499 | 5.72 | 41 | 5.26 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2,349 | 5.86 | 192 | 7.30 | ||||
2025-08-13 | 13F | American Money Management, LLC | 3,451 | 2.74 | 281 | 4.07 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 39,125 | 79.86 | 3,190 | 81.87 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 208,751 | 0.56 | 17,020 | 1.67 | ||||
2025-07-07 | 13F | RDA Financial Network | 5,109 | 3.63 | 417 | 4.79 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 75,968 | 1.35 | 6,194 | 2.46 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 120,002 | 59.65 | 9,784 | 61.43 | ||||
2025-07-24 | 13F | Blair William & Co/il | 947 | 46.37 | 77 | 48.08 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 882,721 | 1,163.05 | 71,973 | 1,177.00 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 3,425 | 279 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,901 | 0.03 | 318 | 1.27 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 40,048 | 3,265 | ||||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5,979 | 1.03 | 487 | 2.10 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 3,311 | 17.04 | 270 | 17.98 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 540,284 | 0.27 | 44,052 | 1.37 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 63,552 | 33.55 | 5,181 | 35.74 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 4,644 | 32.31 | 379 | 33.57 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,711 | 15.39 | 2,912 | 16.67 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 13,884 | 0.41 | 1,132 | 1.52 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 199,294 | 29.52 | 16,251 | 30.81 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 663,035 | 2.31 | 54,061 | 3.43 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 4,942 | 0.22 | 403 | 1.26 | ||||
2025-07-30 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
2025-08-07 | 13F | PFG Advisors | 7,238 | 8.16 | 590 | 9.46 | ||||
2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 16,627 | 0.05 | 1,356 | 1.12 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 9,684 | 2.38 | 790 | 3.54 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,897 | 13.89 | 562 | 15.16 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 67,009 | 6.94 | 5,576 | 10.33 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 460 | 0.66 | 38 | 2.78 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 79,361 | 1.82 | 6,471 | 2.93 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 17,314 | 0.64 | 1,412 | 1.73 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,399 | 0.55 | 359 | 1.70 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 30,585 | 1.39 | 2,494 | 2.51 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 120 | 10 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 5,568 | 972.83 | 454 | 1,004.88 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,882 | 235 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 4,667 | 381 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,828 | 0.61 | 149 | 2.05 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 31,072 | 27.26 | 2,533 | 28.64 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,619 | 2.66 | 132 | 3.94 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 2,563 | 0 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 4,867 | 397 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 504 | 262.59 | 41 | 272.73 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,288 | 513 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3,615 | 5.46 | 295 | 6.52 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 25,508 | 4.76 | 2,080 | 5.91 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 86,539 | 3.87 | 7,056 | 5.00 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 11,795 | 11.43 | 962 | 12.66 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 13,492 | 2.44 | 1,100 | 3.58 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,281 | 167.06 | 349 | 170.54 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1,040 | 85 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2,356,024 | 4.88 | 192,098 | 6.03 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 2,515 | 205 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,868 | 9.97 | 234 | 10.95 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,005 | 82 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,303 | 1.43 | 759 | 2.57 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,093 | 0.03 | 252 | 1.20 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 7 | 0 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,121 | 0.10 | 418 | 1.21 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 52,698 | 30.38 | 4 | 33.33 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1,139 | 0.62 | 93 | 1.10 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 10,105 | 0.23 | 824 | 1.23 | ||||
2025-07-28 | 13F | Copia Wealth Management | 167 | 14 | ||||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 14,264 | 1.49 | 1,163 | 2.65 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 757,485 | 1,753.67 | 61,762 | 1,774.39 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4,178 | 12.92 | 341 | 14.09 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4,639 | 378 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 446 | 36 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,027 | 84 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 255,649 | 42.25 | 20,847 | 44.62 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 15,958 | 0.38 | 1,301 | 1.48 | ||||
2025-07-29 | 13F | Swmg, Llc | 7,674 | 42.14 | 642 | 51.77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 709,756 | 3.82 | 57,870 | 4.96 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 16,978 | 48.75 | 1 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 1,350 | 170.00 | 110 | 175.00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,782 | 73.14 | 390 | 75.23 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 789 | 4.23 | 64 | 4.92 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 12,176 | 13.83 | 993 | 15.08 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5,961 | 19.29 | 486 | 20.60 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2,560 | 209 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,071 | 13.94 | 87 | 16.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 3,285 | 0.12 | 268 | 1.14 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 222 | 18 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 538,451 | 2.30 | 43,903 | 3.42 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 220 | 18 | ||||||
2025-08-01 | 13F | Anson Capital, Inc. | 7,049 | 2.35 | 575 | 3.42 |