Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Tidal Trust III - Fundstrat Granny Shots US Small- & Mid-Cap ETF eröffnet haben, gehören 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, und Prospera Financial Services 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 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 |
