Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Capitol Series Trust - Fairlead Tactical Sector ETF termasuk Williams & Novak, LLC, D.a. Davidson & Co., dan Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 91,773 | 74.02 | 2,590 | 80.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,411 | 211 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 26,230 | 740 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 335,416 | 2.83 | 9,468 | 6.75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 433 | 12 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 58,043 | 2.06 | 1,638 | 5.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,987,922 | 52.17 | 56,113 | 57.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 712,927 | 30.50 | 20,124 | 35.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89,952 | 178.40 | 2,539 | 189.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,873 | 307 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7,101 | 200 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 155,350 | 377.60 | 4 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 325,242 | 6.62 | 9 | 12.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 200 | 6 | ||||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 277,686 | 0.43 | 7,838 | 4.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32,008 | 62.33 | 903 | 68.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,652 | 385 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41,523 | 183.26 | 1,172 | 194.47 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 19,714 | 6.89 | 556 | 10.98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,618,251 | 0.29 | 73,905 | 4.12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,986 | 5.88 | 399 | 11.14 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 51,044 | 3.49 | 1,441 | 3.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 466 | 13 |
