Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Tidal Trust III - Fundstrat Granny Shots US Small- & Mid-Cap ETF, to m.in Teamwork Financial Advisors, LLC, Equitable Holdings, Inc., U.S. Capital Wealth Advisors, LLC, Integrated Wealth Concepts LLC, ZEGA Investments, LLC, Greenwich Wealth Management LLC, Principal Securities, Inc., Susquehanna International Group, Llp, Vienna Asset Management LLC, Independent Financial Group, Llc, Snowden Capital Advisors LLC, GWM Advisors LLC, Insigneo Advisory Services, Llc, Quantinno Capital Management LP, Vivaldi Capital Management, LLC, LexAurum Advisors, LLC, Vontobel Holding Ltd., Mariner, LLC, Venture Visionary Partners LLC, i Prospera Financial Services Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 86 259 | 2 157 | ||||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 41 020 | 1 026 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 289 | 281,50 | 57 | 280,00 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 51 555 | 49,83 | 1 289 | 46,64 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11 854 | 296 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27 121 | 678 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 194 394 | 6,64 | 4 862 | 4,38 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 57 103 | 1 428 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 16 690 | 417 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19 584 | 74,48 | 490 | 70,98 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 592 673 | 6,23 | 14 823 | 3,98 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 16 153 | 404 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 20 459 | 20 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 693 728 | 1 244,07 | 17 350 | 1 216,39 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 200 | 5 | ||||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 82 446 | 190,24 | 2 062 | 184,28 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 82 839 | 100,99 | 2 072 | 96,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 084 | 1 103 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11 757 | 294 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10 660 | 267 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 600 | 41 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 999 | 95 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 388 022 | 100,91 | 9 704 | 96,68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 914 531 | 720,12 | 22 872 | 702,81 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 698 174 | 164,01 | 17 557 | 165,04 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 653 | 29,31 | 16 | 33,33 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 361 434 | 4 377,63 | 9 039 | 4 287,86 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 9 404 | 235 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 456 886 | 39,05 | 11 427 | 36,12 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 67 053 | 78,91 | 1 677 | 75,13 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 183 532 | 117,59 | 4 590 | 112,99 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 21 405 | 27,37 | 535 | 24,71 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 92 343 | 12,52 | 2 309 | 10,16 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18 379 | 460 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2 000 | 166,67 | 50 | 163,16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 39 166 | 2,03 | 980 | -0,10 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 800 456 | 20 019 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 77 729 | 1 944 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 13 995 | 65,43 | 350 | 62,04 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 62 676 | 26,29 | 1 568 | 23,68 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 229 | 31 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 175 | 4 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24 389 | 623 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 825 | 171 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 146 510 | 3 664 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9 786 | 245 | ||||||
| 2026-05-15 | 13F | Sun Financial Inc | 182 977 | 5,55 | 5 727 | 29,31 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 9 705 | 243 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 18 900 | 473 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 286 610 | 924,60 | 7 168 | 903,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 34 346 | 140,20 | 1 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44 944 | 1 124 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 10 222 | 392,63 | 256 | 381,13 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 55 659 | 1 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 12 466 | 312 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 426 134 | 272,17 | 10 658 | 264,34 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 25 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 335 | 208 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 12 067 | 302 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 113 342 | 66,74 | 3 473 | 100,00 |
