Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF eröffnet haben, gehören Chevy Chase Trust Holdings, Inc., Wright Fund Managment, LLC, Farther Finance Advisors, LLC, RFG Advisory, LLC, Pinnacle Financial Partners, Inc., Larry Mathis Financial Planning, LLC, TopTier Wealth Management, LLC, Root Financial Partners, LLC, AdvisorNet Financial, Inc, und Peoples Financial Services Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 776.568 | 720,77 | 31.039 | 750,38 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 21.079 | 52,58 | 843 | 58,27 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 21.079 | 843 | ||||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 34.285 | 1.370 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 38.359 | 1.533 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.989 | 692,40 | 279 | 720,59 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17.585 | 48,43 | 703 | 53,61 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 246 | 10 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 625 | 8,70 | 25 | 9,09 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 14.333 | 14,42 | 573 | 18,43 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 35.377 | 9,42 | 1.414 | 13,39 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 5.011 | 200 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.935 | 5,01 | 237 | 8,72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 214.359 | 3,78 | 8.568 | 7,52 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 19.796 | 35,67 | 791 | 40,75 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.581 | 155,29 | 103 | 164,10 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 77.651 | 69,09 | 3.104 | 75,21 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 21.610 | 2,79 | 864 | 6,41 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 16.795 | 83,35 | 662 | 87,54 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9.995 | 259,66 | 400 | 272,90 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.093 | 91,35 | 363 | 98,36 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 29.025 | 29,67 | 1.160 | 34,41 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 67.386 | 1,13 | 2.693 | 4,79 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 35.546 | 6,77 | 1.421 | 10,59 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8.793 | 13,04 | 351 | 17,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.892 | 12,29 | 235 | 16,34 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.803 | 1,31 | 1 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 144.528 | 2.685,28 | 5.777 | 2.788,00 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 199.934 | 1,14 | 7.991 | 4,79 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2.653 | 106 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 11.397 | 32,96 | 456 | 37,88 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 370 | 25,42 | 15 | 27,27 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.968 | 2,63 | 598 | 6,41 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 26.408 | 6,97 | 1.056 | 10,82 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 66.190 | 530,32 | 2.646 | 546,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.369 | 7,22 | 295 | 10,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5.568 | 223 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 31.100 | 177,68 | 1.243 | 187,73 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 36.719 | 44,60 | 1.468 | 49,85 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 10 | 900,00 | 0 | |||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.445.003 | 0,16 | 57.757 | 3,77 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94.887 | 60,53 | 3.793 | 66,32 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25.265 | 47,22 | 1.010 | 52,42 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 14.136 | 642 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 27.900 | 1.115 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 30.088 | 8,83 | 1.204 | 12,85 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.155 | 46 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4.189 | 0,29 | 189 | 9,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.658 | 550 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.711 | 308 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.643 | 66 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11.586 | 97,14 | 463 | 104,87 |
