Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Northern Lights Fund Trust IV - Main Sector Rotation ETF eröffnet haben, gehören Baer Investment Advisory LLC, Diversify Wealth Management, Llc, Johnson Investment Counsel Inc, Absolute Capital Management, LLC, und Vision Retirement, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cerity Partners LLC | 4.153 | 0,02 | 251 | -6,37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.498 | 0,37 | 211 | -5,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 133.103 | 2.641,57 | 8.038 | 2.468,05 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.553 | 0,89 | 335 | -5,63 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18.871 | 40,35 | 1.140 | 31,37 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 5.475 | 0,37 | 331 | -5,98 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 42.868 | 0,33 | 2.589 | -6,13 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.061 | 366 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.801 | 290 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.559 | 0,76 | 456 | -5,79 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45.417 | 185,79 | 2.743 | 167,51 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 5.327 | 22,94 | 322 | 15,05 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 212.191 | 23,32 | 12.814 | 15,17 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 6.058 | 0,36 | 366 | -6,17 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 12.553 | 239,91 | 758 | 218,49 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 37.418 | 0,46 | 2.260 | -5,99 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 4.603 | 36,10 | 278 | 27,06 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 832.467 | 1,03 | 50.273 | -5,46 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.108.915 | 15,18 | 308.527 | 7,79 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5.814 | 351 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3.888 | 235 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.320 | 34,01 | 80 | 25,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 10.586 | 4,57 | 639 | -2,14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 21.637 | 29,62 | 1.307 | 21,26 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 46.209 | 0,72 | 2.791 | -5,74 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 8.714 | 201,42 | 210 | 15,38 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 39.304 | 2.374 | ||||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 70.132 | 3,45 | 4.235 | -3,18 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6.384 | 99,81 | 386 | 86,89 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 46.715 | 0,16 | 2.821 | -6,25 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10.970 | 3,77 | 663 | -2,93 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 12.553 | 758 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.345.067 | 3,40 | 81.229 | -3,24 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 32.955 | 26,97 | 1.990 | 18,88 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 158.854 | 286,34 | 9.593 | 261,59 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 131.205 | 5,12 | 7.923 | -1,87 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 107.026 | 0,26 | 6.463 | -6,17 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 41.748 | 5,67 | 2.521 | -1,10 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 7.713 | 2,68 | 466 | -3,93 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 72.516 | 6,73 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 727.157 | 5,42 | 43.913 | -1,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19.740 | 8,22 | 1.192 | 1,27 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 59.179 | 16,91 | 3.574 | 9,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.245 | 347 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 116.491 | 20,74 | 7.035 | 117.133,33 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 538.529 | 5,30 | 32.522 | -1,46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3.802 | 0,37 | 230 | -6,15 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 211.079 | 4,65 | 12.747 | -2,07 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 24.490 | 16,61 | 1.479 | 9,08 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.650 | 5,15 | 522 | -1,51 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 45.083 | 1,90 | 2.723 | -4,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 988 | 0,51 | 64 | 3,28 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 6.236 | 3,67 | 416 | 6,12 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 87.836 | 1,84 | 5.304 | -4,69 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 47.980 | 11,58 | 2.898 | 4,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36.295 | 0,81 | 2.192 | -5,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 81 | 5 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 234.310 | 0,04 | 14.150 | -6,38 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 25.961 | 2 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 72.256 | 20,82 | 4.236 | 9,63 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 25.834 | 120,69 | 1.560 | 104,99 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.097 | 247 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 290 | 18 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 143.689 | 3,08 | 8.677 | -3,52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.409 | 3,59 | 810 | -3,11 |
