Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Valued Advisers Trust - Regan Floating Rate MBS ETF, to m.in Creative Financial Designs Inc /adv, Stifel Financial Corp, Trust Co Of Toledo Na /oh/, Commerce Advisors, LLC, MAI Capital Management, OneAscent Financial Services LLC, Krilogy Financial LLC, Waterfront Wealth Inc., Dynasty Wealth Management, Llc, Farther Finance Advisors, LLC, Tucker Asset Management Llc, BlackRock, Inc., Security National Bank, i Harbour Investments, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Q3 Asset Management | 19 381 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 92 877 | 29,87 | 93 | -94,98 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 201 829 | 4,23 | 5 149 | 3,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 9 525 | 14,04 | 243 | 13,08 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 16 254 | 80,74 | 415 | 80,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 26 536 | 22,36 | 677 | 21,58 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 79 857 | 3,93 | 2 037 | 3,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 100 | 3 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10 200 | 260 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 15 218 | 5,28 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 143 | 4 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 214 | 0,94 | 5 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 245 | 32 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 14 471 | 369 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13 074 | 3,82 | 334 | 3,42 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 167 488 | 89,10 | 4 273 | 88,11 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 19 668 | 5,60 | 502 | 5,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 94 812 | 291,14 | 2 419 | 289,37 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 306 652 | 0,39 | 7 823 | -0,14 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 112 102 | 29,42 | 2 860 | 28,73 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 57 500 | 1 467 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33 | 1 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 23 612 | 602 | ||||||
| 2026-04-16 | 13F | Security National Bank | 78 | 2 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 116 384 | 5,96 | 2 984 | 5,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8 142 | 208 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 17 645 | 450 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 119 573 | 0,61 | 3 050 | 0,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 349 594 | 8 918 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 74 026 | 8,00 | 1 888 | 7,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15 521 | 396 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 457 | 63 | ||||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 42 021 | 7,03 | 1 072 | 6,46 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 22 401 | 42,31 | 1 | |||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 204 614 | 1,68 | 5 220 | 1,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 11 000 | 282 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 179 090 | 73,43 | 4 569 | 72,51 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 8 000 | 204 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 249 169 | 199,84 | 6 356 | 198,26 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 46 093 | 1 176 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34 084 | 9,01 | 869 | 8,49 |
