Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Northern Lights Fund Trust IV - Inspire Corporate Bond ETF eröffnet haben, gehören Farther Finance Advisors, LLC, Independent Advisor Alliance, Tulsa Wealth Advisors, INC, Revisor Wealth Management LLC, Johnson Investment Counsel Inc, Morris Retirement Advisors, LLC, Gateway Wealth Partners, LLC, Triad Wealth Partners, LLC, und Root Financial Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 178.643 | 15,80 | 4.262 | 14,14 | ||||
| 2026-04-29 | 13F | OneAscent Investment Solutions LLC | 154.153 | 0,13 | 3.678 | -1,29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 105.617 | 3,72 | 2.520 | 2,23 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8.814 | 210 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 42.150 | 3,10 | 1.006 | 1,62 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 14.711 | 3,03 | 351 | 1,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76.807 | 1.833 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 297.360 | 5,32 | 7.094 | 3,83 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 663.927 | 3,91 | 15.839 | 2,44 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 170.546 | 6,84 | 4.069 | 5,31 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 55.449 | 1.323 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 41 | 4.000,00 | 1 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 147.360 | 18,72 | 3.516 | 17,05 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 4.327.789 | 28,36 | 103.248 | 26,54 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 24.795 | 3,76 | 592 | 2,25 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 24.455 | 114,56 | 583 | 112,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 45.006 | 49,81 | 1.074 | 47,59 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18.571 | 115,09 | 443 | 112,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 43.967 | 1.049 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 58.251 | 0,26 | 1.390 | -1,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 615.486 | 46,48 | 14.684 | 44,40 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 14.822 | 1,74 | 354 | 0,28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 24.454 | 6,99 | 583 | 5,42 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 15.596 | 3,38 | 372 | 1,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 79.818 | 8,05 | 1.904 | 6,55 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 41.960 | 26,73 | 1.001 | |||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 769.879 | 7,72 | 18.367 | 6,19 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 14.734 | 0,29 | 352 | -1,13 | ||||
| 2026-04-22 | 13F | Vicus Capital | 84.925 | 1,89 | 2.026 | 0,45 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 195.296 | 7,30 | 4.659 | 5,79 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 121 | 0,83 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 31.933 | 762 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.936 | 118 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 43.794 | 8,75 | 1.045 | 7,19 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 68.892 | 4,49 | 1.644 | 3,01 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 26.691 | 13,17 | 637 | 11,58 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 1.661.706 | 4,28 | 39.643 | 2,81 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 292.461 | 0,46 | 6.977 | -0,97 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 18.200 | 14,75 | 434 | 13,32 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 9.760 | 3,74 | 233 | 2,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 156.095 | 0,12 | 3.724 | -1,33 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 75.819 | 15,80 | 1.809 | 14,14 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 64.797 | 2,87 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.056.481 | 7,02 | 25.204 | 5,50 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 343.996 | 1,56 | 8.207 | 0,12 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 575.866 | 1.435,15 | 13.738 | 1.414,66 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.277 | 6.054,05 | 54 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 14.016 | 20,58 | 334 | 18,86 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 988.722 | 34,95 | 23.588 | 33,03 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.622 | 0,50 | 63 | -1,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 79.663 | 8,18 | 1.901 | 6,62 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 11.238 | 268 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19.131 | 13,50 | 456 | 12,04 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 24.584 | 9,10 | 595 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10.526 | 9,59 | 251 | 8,19 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 45.583 | 50,45 | 1.091 | 48,70 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 14.500 | 38,10 | 346 | 35,83 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 110.273 | 19,57 | 2.631 | 17,88 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20.826 | 39,55 | 497 | 37,40 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29.214 | 950,86 | 697 | 938,81 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 200.001 | 895,67 | 4.771 | 881,69 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 11.071 | 20,72 | 268 | 20,81 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 53.117 | 55,14 | 1.267 | 53,02 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 18.082 | 432 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 228.764 | 364,49 | 5.458 | 358,19 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 2.329 | 0,52 | 56 | -1,79 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 30.077 | 720 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 697 | 34,56 | 17 | 33,33 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 37.407 | 892 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 225.919 | 14,10 | 5.375 | 12,17 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 212.075 | 1,38 | 5.059 | -0,06 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 61.595 | 6,14 | 1.469 | 4,63 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.396 | 248 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 17.232 | 411 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 29.683 | 11,54 | 708 | 10,11 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 22.535 | 538 | ||||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 15.110 | 0,35 | 360 | -1,10 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 35.073 | 3,93 | 837 | 2,45 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 80.238 | 10,04 | 1.914 | 8,50 |
