Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in EA Series Trust - Freedom 100 Emerging Markets ETF eröffnet haben, gehören Legacy Financial Advisors, Inc., Muhlenkamp & Co Inc, Adamsbrown Wealth Consultants Llc, Kfg Wealth Management, Llc, Retirement Management Systems Inc., Krilogy Financial LLC, Bank Julius Baer & Co. Ltd, Zurich, Cabot Wealth Management Inc, Philadelphia Investment Partners, LLC, Coco Enterprises, LLC, Uniting Wealth Partners, LLC, Goldman Sachs Group Inc, Valmark Advisers, Inc., Truist Financial Corp, Hrt Financial Lp, Meridian Wealth Management, LLC, Wiley Bros.-aintree Capital, Llc, Cooper Financial Group, Modern Wealth Management, LLC, und Oppenheimer & Co Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Lakeside Advisors, INC. | 5.879 | 321 | ||||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 89.297 | 52,23 | 4.880 | 62,29 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 8.094 | 7,48 | 442 | 14,51 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 98.731 | 3,52 | 5.396 | 10,35 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 26.027 | 3.612,84 | 1.422 | 3.962,86 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 23.671 | 25,64 | 1.294 | 33,99 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 113.975 | 6.229 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3.290 | 32.800,00 | 180 | |||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 4.985 | 272 | ||||||
| 2026-05-06 | 13F | Muhlenkamp & Co Inc | 236.825 | 12.942 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.097 | 1 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 12.972 | 709 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 472.044 | 304,59 | 25.797 | 331,32 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 15.564 | 851 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 149.204 | 31,50 | 8.154 | 40,16 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 70.675 | 9,39 | 3.862 | 16,61 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 30.397 | 1.661 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 1.814 | 99 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 614.830 | 178,44 | 33.651 | 197,26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 41.289 | 2.256 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4.827 | 264 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 40.267 | 8,19 | 71 | -96,28 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 39.149 | 153,95 | 2.140 | 170,76 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 8.644 | 472 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8.318 | 35,08 | 455 | 44,13 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 123.180 | 2,74 | 6.732 | 9,50 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 110.782 | 6.054 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 41.847 | 44,59 | 2.287 | 54,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.311 | 290 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 62.240 | 0,18 | 3.401 | 6,78 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 25.246 | 16,70 | 1.380 | 24,35 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 11.814 | 21,05 | 646 | 29,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 118.411 | 66,75 | 6.071 | 202.233,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 11.463 | 16,80 | 626 | 24,45 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6.247 | 2,14 | 341 | 8,95 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 181.242 | 170,00 | 9.905 | 187,82 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 19.732 | 1 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 150.444 | 8.222 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 313.143 | 13,76 | 17.113 | 21,26 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 188.461 | 10.299 | ||||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 3.677 | 201 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.569 | 1,19 | 359 | 7,83 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 960 | 34,08 | 52 | 44,44 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 72.198 | 4.019 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66.992 | 20,90 | 3.693 | 22,73 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 9.240 | 47,72 | 505 | 57,50 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 37.063 | 129,10 | 2.026 | |||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 100.166 | 76,21 | 5.474 | 87,85 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 114.144 | 46,52 | 6.238 | 56,16 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 263 | 14 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 122.448 | 3,35 | 6.692 | 10,16 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 40.023 | 2.187 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 119.500 | 6.531 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.754 | 4,44 | 478 | 11,42 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 17.222 | 941 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 177.464 | 3,13 | 9.698 | 9,93 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 440.218 | 4,56 | 24 | 14,29 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 22.083 | 1.207 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 442.531 | 18,57 | 24.184 | 26,39 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 43.648 | 8,70 | 2.385 | 15,89 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 719 | 231,34 | 39 | 254,55 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 16.506 | 44,09 | 1 | |||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 74.404 | 3,58 | 4.502 | 3,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 249.464 | 82,77 | 13.339 | 90,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10.325 | 3,72 | 564 | 10,59 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.600 | 166,67 | 87 | 190,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.009 | 4,61 | 383 | 11,66 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24.512 | 8,86 | 1.338 | 15,94 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.551 | 80 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 95.017 | 15,37 | 5.193 | 22,97 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 9.425 | 26,12 | 515 | 34,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 25.885 | 1.415 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 1.117 | 61 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 287.522 | 3,53 | 15.713 | 10,36 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 85 | 0 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 303 | 17 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4.400 | 240 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 391.123 | 9,80 | 21.375 | 17,03 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 154.516 | 17,85 | 8.444 | 25,62 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 5.557 | 0,05 | 285 | 15,45 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 4.007 | 219 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 17.032 | 931 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.190 | 229 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 46.002 | 40,83 | 2.514 | 251.200,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4.700 | 257 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.144.310 | 42,90 | 117.187 | 52,32 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 108.282 | 19,89 | 5.942 | 28,34 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 53.225 | 4,62 | 2.909 | 11,50 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 296.252 | 6,30 | 16.190 | 13,31 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 323.392 | 154,42 | 17.673 | 171,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 73.365 | 34,36 | 3.837 | 37,08 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 8.585 | 469 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 131.311 | 37,93 | 6.732 | 59,60 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 386.706 | 21.133 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 55.129 | 32,92 | 3.013 | 41,67 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 45.492 | 2,33 | 2.486 | 9,08 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 71.571 | 314,81 | 3.669 | 315,05 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 6.259 | 40,30 | 342 | 50,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 408 | 72,88 | 23 | 83,33 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 44.806 | 1,86 | 2.297 | 17,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 190.790 | 226,29 | 10 | 400,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 8.203 | 448 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 39.016 | 92,50 | 2.132 | 105,20 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 583.848 | 0,57 | 31.907 | 7,20 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 8.588 | 87,67 | 469 | 100,43 | ||||
| 2026-04-13 | 13F | Trust Co | 21 | 1 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 116.907 | 275,69 | 6.389 | 300,50 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 7.016 | 35,86 | 442 | 67,42 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.443 | 0 | ||||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 8.116 | 444 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 48.289 | 1,67 | 2.639 | 8,34 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 100.867 | 1,29 | 5.512 | 7,97 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 23.311 | 1.302 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 29.863 | 2 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11.918 | 0,12 | 651 | 6,72 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 257.835 | 3.350,68 | 14.091 | 3.578,85 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.258 | 233 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 6.733 | 5,04 | 364 | -9,70 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.845 | 101 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 27.265 | 1.490 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 6.465 | 353 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 42.316 | 32,99 | 2.313 | 41,75 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 11.479 | 627 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 34.084 | 2,61 | 1.863 | 9,34 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 99.208 | 60,74 | 5.422 | 71,37 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 27.272 | 25,72 | 1.490 | 33,99 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 7.313 | 9,48 | 401 | 17,25 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.418 | 77 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.754 | 1 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.160 | 6,17 | 282 | 12,85 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 580 | 4,50 | 32 | 14,29 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 290.229 | 246,01 | 15.861 | 268,86 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.792 | 207 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 144.618 | 8.927 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 149.790 | 97,61 | 8.186 | 110,63 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 160.417 | 234,82 | 8.767 | 256,92 | ||||
| 2026-05-12 | 13F | Creative Planning | 24.095 | 17,97 | 1.317 | 25,69 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 235.785 | 4,06 | 12.886 | 10,92 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 767.211 | 81,56 | 41.928 | 93,54 | ||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 153.507 | 0,34 | 8.389 | 6,96 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.797 | 208 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 20.947 | 1.145 | ||||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 4.370 | 239 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.215 | 176 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 94 | 5 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 256 | 16 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 23.438 | 174,64 | 1.281 | 192,91 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 45.385 | 4,32 | 2.480 | 11,21 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 27.248 | 1.489 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.133 | 135,92 | 0 | |||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 11.200 | 612 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 3.868 | 211 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 147.477 | 361,27 | 8.059 | 391,70 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 27.804 | 9,73 | 1.519 | 16,94 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 92.180 | 3,85 | 5.038 | 10,70 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 1.823.216 | 9,43 | 99.639 | 16,65 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 53.283 | 2.924 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 3.528 | 4,66 | 193 | 11,63 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 9.181 | 21,91 | 502 | 29,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 174.131 | 198,91 | 9.517 | 218,72 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 74.055 | 1,35 | 4.047 | 8,04 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 9.879 | 540 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28.853 | 996,24 | 1.577 | 1.076,12 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 25.047 | 43,00 | 1.399 | 55,85 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 27.320 | 18,26 | 1.493 | 26,10 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.687 | 61,78 | 201 | 73,28 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | 3 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 23.600 | 844,00 | 1.290 | 907,03 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 293.511 | 7,52 | 16.040 | 6,91 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.965 | 43,51 | 162 | 54,29 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 44.714 | 3,05 | 2.444 | 9,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 590.365 | 107,01 | 32.263 | 120,66 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 26.078 | 1.425 | ||||||
| 2026-05-14 | 13F | Tableaux Llc | 133.674 | 47,31 | 7.305 | 48,32 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 127 | 323,33 | 7 | 500,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 76.442 | 35,77 | 4.178 | 44,73 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 58.694 | 0,34 | 3.208 | 6,97 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 14.751 | 806 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.945.178 | 23,06 | 106.304 | 31,18 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 150 | 8 | ||||||
| 2026-05-14 | 13F | Clg Llc | 4.216 | 0,52 | 230 | 6,98 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 17.346 | 15,38 | 948 | 22,99 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 373 | 20 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.549.629 | 5,52 | 139.337 | 12,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.063 | 277 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 228.637 | 12.495 |
