Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w ETF Series Solutions - Aptus Defined Risk ETF, to m.in 6th Street Advisors, LLC, Purewater Capital LLC, Hrt Financial Lp, RFG Advisory, LLC, Oak Harbor Wealth Partners, Llc, Farther Finance Advisors, LLC, i Capital Investment Advisory Services, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 168 746 | 4,36 | 4 612 | 0,17 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 055 006 | 56 163 | ||||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 286 935 | 1,07 | 7 842 | -2,98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46 676 | 2,65 | 1 276 | -1,47 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 126 071 | 5,40 | 3 446 | 1,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 768 | 0,69 | 107 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 357 023 | 7,28 | 9 757 | 2,51 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 332 857 | 9 097 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 718 009 | 5,68 | 19 623 | 1,45 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26 341 | 18,39 | 720 | 13,74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 203 026 | 2,21 | 5 549 | -2,01 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 413 104 | 4,01 | 11 761 | 3,03 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 301 634 | 4,96 | 8 244 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81 422 | 43,82 | 2 225 | 38,11 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 12 860 | 19,74 | 351 | 15,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 98 210 | 3,08 | 2 684 | -1,03 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 772 229 | 2,63 | 21 105 | -1,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 845 481 | 6,04 | 23 107 | 1,79 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 1 282 730 | 4,28 | 35 057 | 0,10 | ||||
| 2026-04-29 | 13F | Renasant Bank | 120 336 | 4,34 | 3 289 | 0,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 011 | 137 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 1 462 265 | 9,23 | 41 733 | 9,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 279 | 2,83 | 527 | -1,31 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 1 235 065 | 7,95 | 35 409 | 9,32 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1 894 908 | 10,50 | 51 788 | 6,07 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 373 268 | 0,96 | 10 627 | -0,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10 365 | 283 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 508 481 | 3,55 | 123 217 | -0,60 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 988 042 | 2,39 | 27 003 | -1,71 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1 831 987 | 5,49 | 50 068 | 1,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 17 362 440 | 11,10 | 474 515 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 1 265 488 | 0,07 | 34 586 | -3,93 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6 097 | 167 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15 699 | 3,73 | 447 | 2,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 93 320 | 16,46 | 2 550 | 11,79 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1 006 593 | 1,83 | 27 510 | -2,25 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 624 636 | 6,55 | 17 071 | 2,29 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 249 004 | 4,27 | 6 805 | 0,10 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 954 | 26 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 468 957 | 9,89 | 12 817 | 5,49 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 232 937 | 136,71 | 6 366 | 127,28 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 020 | 164,63 | 137 | 153,70 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 71 070 | 0,47 | 1 942 | -3,53 | ||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 118 347 | 8,60 | 3 234 | 4,26 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 62 501 | 46,37 | 1 708 | 40,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 132 649 | 5,08 | 3 625 | 0,89 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 473 | 13 | ||||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 755 996 | 20 661 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 757 078 | 15,18 | 20 691 | 10,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 394 435 | 23,90 | 202 090 | 18,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1 077 584 | 9,26 | 29 450 | 4,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 256 154 | 16,32 | 7 001 | 11,66 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 425 551 | 11 661 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 22 588 | 12,97 | 617 | 8,44 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 292 208 | 2,58 | 7 986 | -1,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 294 683 | 5,97 | 8 054 | 1,72 | ||||
| 2026-04-21 | 13F | SWS Partners | 191 133 | 20,18 | 5 224 | 15,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 069 | 0 | ||||||
| 2026-05-04 | 13F | Mendel Money Management | 129 870 | 42,18 | 3 549 | 36,50 | ||||
| 2026-05-14 | 13F | Betterment LLC | 29 637 | 11,64 | 1 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1 098 447 | 1,91 | 30 021 | -2,17 |
