Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam EA Series Trust - Strive 500 ETF termasuk Natixis Advisors, L.p., StoneX Group Inc., Orion Portfolio Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Gwn Securities Inc., Linscomb & Williams, Inc., Centaurus Financial, Inc., dan Mid-American Wealth Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 27,098 | 1.16 | 1,086 | 12.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 220,989 | 393.81 | 8,853 | 448.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14,823 | 327.92 | 594 | 378.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 262,950 | 8.94 | 10,534 | 21.03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55,489 | 2,223 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 42,335 | 33.31 | 1,696 | 48.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 427 | 17 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 31,756 | 1,145 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 72,443 | 1.01 | 2,902 | 12.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36,600 | 510.81 | 1,466 | 578.70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152,053 | 17.23 | 6,059 | 30.55 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 879,669 | 7.34 | 35,240 | 29.56 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9,223 | 370 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38,478 | 105.62 | 1,541 | 130.34 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5,635 | 226 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 56,519 | 0.63 | 2,264 | 11.80 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 67,252 | 6.58 | 2,721 | 32.75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,715 | 66.69 | 1,030 | 85.25 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 7,372 | 13.57 | 295 | 26.07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13,573 | 51.43 | 544 | 68.11 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44,439 | 2 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1,591 | 38.83 | 64 | 53.66 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 106,842 | 38.60 | 4,280 | 409.52 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 8,318 | 0.34 | 333 | 11.74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,776 | 10.35 | 191 | 22.44 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 20,245 | 17.18 | 811 | 30.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578,422 | 3.23 | 23,172 | 14.67 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7,300 | 7.94 | 292 | 20.16 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 20,774 | 0.00 | 832 | 11.08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11,305 | 21.56 | 453 | 34.93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 87,113 | 2.04 | 3,490 | 13.35 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 141,686 | 0.88 | 5,676 | 12.07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,941 | 0 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 10,250 | 39.19 | 411 | 54.72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,864 | 20.99 | 275 | 34.31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32,799 | 1,314 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 27,723 | 0.75 | 1,111 | 11.90 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12,231 | 0.17 | 490 | 11.14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 63,998 | 32.75 | 3 | 100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33,239 | 3.85 | 1,332 | 15.34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126,113 | 0.04 | 5,052 | 11.16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 432,853 | 10.72 | 17,340 | 23.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 454 | 24.38 | 18 | 38.46 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 18,464 | 0.34 | 740 | 11.46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249,345 | 3.25 | 10 | 12.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,617 | 430 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 158 | 0.64 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,398 | 56 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 115,721 | 1.31 | 4,636 | 12.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90,378 | 2.91 | 3,621 | 14.34 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 391 | 16.72 | 16 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 204,523 | 74.84 | 8,193 | 94.24 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 62,326 | 4.16 | 2,497 | 15.72 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 18,215 | 7.59 | 730 | 19.51 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 583,942 | 163.66 | 23,393 | 192.91 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7,230 | 20.90 | 290 | 34.42 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 22,581 | 13.85 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64,210 | 17.83 | 2,572 | 30.89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,561 | 8.47 | 103 | 20.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 68,517 | 5.82 | 2,745 | 17.57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14,743 | 39.11 | 591 | 54.45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2,055 | 11.32 | 82 | 24.24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,480 | 3.32 | 632 | 17.04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27,284 | 1,093 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 192,513 | 9.59 | 7,712 | 21.76 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 11,625 | 34.92 | 466 | 50.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 8,690 | 348 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5,660 | 0.23 | 227 | 11.33 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 9,672 | 0.18 | 387 | 11.21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12,759 | 8.32 | 511 | 20.52 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,009 | 2.85 | 40 | 14.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8,008 | 321 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 321,115 | 11.07 | 12,864 | 23.39 |
