Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF includono Annex Advisory Services, LLC, Minichmacgregor Wealth Management, Llc, Quadcap Wealth Management, LLC, MONECO Advisors, LLC, Invera Wealth Advisors, LLC, Brookstone Capital Management, Liberty One Investment Management, Llc, Forum Finance Group S.A., Summit Investment Advisory Services, LLC, Meridian Wealth Management, LLC, Commonwealth Financial Services, LLC, Capital Square, LLC, Berger Financial Group, Inc, Anson Capital, Inc., Insigneo Advisory Services, Llc, Evergreen Wealth Solutions, LLC, Mission Financial Group, LLC, Integrated Wealth Concepts LLC, BlackRock, Inc., e Hager Investment Management Services, Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Triumph Capital Management | 321 | 2,23 | 22 | 0,00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 18.711 | 0,34 | 1.521 | 12,83 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 938 | 17,10 | 64 | 16,36 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.064 | 210 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 4.189 | 10,09 | 287 | 9,13 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 436 | 0,23 | 30 | -3,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.963 | 3,56 | 1.229 | 2,25 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 21.113 | 78,45 | 1.445 | 76,10 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3.569 | 244 | ||||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 4.052 | 3,42 | 277 | 2,21 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 12.185 | 1,23 | 834 | -0,12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.687 | 4.540,59 | 321 | 4.471,43 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 72.416 | 8,75 | 4.955 | 7,37 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 33.137 | 9,68 | 2.268 | 8,26 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 230 | 16 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 8.806 | 2,92 | 603 | 1,52 | ||||
| 2026-05-12 | 13F | Creative Planning | 14.379 | 21,44 | 984 | 19,88 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 80 | 33,33 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.354 | 1 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 292 | 92,11 | 20 | 90,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.593 | 109 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 16.640 | 1.139 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 6.800 | 58,14 | 465 | 56,04 | |||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 79.881 | 36,14 | 5.466 | 34,43 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 63.347 | 13,67 | 4.336 | 12,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 11.200 | 261,29 | 766 | 257,94 | |||
| 2026-05-15 | 13F | Old Mission Capital Llc | 7.945 | 544 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 48.172 | 6,27 | 3.296 | 4,93 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 67.292 | 5 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 53.506 | 3.661 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 48.518 | 3.320 | ||||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 222 | 15 | ||||||
| 2026-04-16 | 13F | VVR Holdings LLC | 10.170 | 121,62 | 696 | 118,55 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 3.799 | 260 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 999 | 68 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 25.166 | 2,80 | 1.722 | 1,53 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 64.540 | 4.416 | ||||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 182.845 | 12.514 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3.305 | 226 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 75 | 5 | ||||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 838 | 11,14 | 57 | 9,62 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 6.478 | 4,35 | 517 | 13,88 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 157 | 214,00 | 11 | 233,33 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 3.078 | 211 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.556 | 154,66 | 109 | 159,52 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 889 | 75,00 | 61 | 71,43 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.632 | 10,29 | 317 | 8,59 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.970 | 275 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12.628 | 37,60 | 864 | 35,85 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 7.759 | 13,34 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 53.274 | 8,78 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8.674 | 594 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 64.119 | 124,49 | 4.388 | 121,68 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 57.497 | 53,87 | 3.934 | 51,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 58.113 | 0,19 | 3.977 | -1,09 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.280 | 159,09 | 156 | 160,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 36 | -2,78 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2 | 0 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 4.825 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 25.680 | 796,96 | 1.757 | 787,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 32.796 | 2.244 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.550 | 5,08 | 106 | 3,92 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6.978 | 0,40 | 478 | -0,83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 202.136 | 2,67 | 13.833 | 1,37 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 202.951 | 0,64 | 13.888 | -0,64 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 22.017 | 5,47 | 1.507 | 4,15 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 30 | 2 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 485.554 | 469,99 | 33.226 | 462,77 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 12.031 | 10,24 | 823 | 8,86 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 75.502 | 0,45 | 5.166 | -0,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 251.111 | 15,31 | 17.184 | 13,85 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 437 | 10,08 | 30 | 7,41 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 24.372 | 1.668 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 36.972 | 76,24 | 2.530 | 74,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3.072 | 210 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 12.152 | 14,14 | 832 | 12,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 12.675 | 140,74 | 867 | 138,19 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 519 | 0,39 | 36 | 0,00 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 7.559 | 517 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 848.753 | 27,37 | 58.080 | 25,76 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.602 | 3,56 | 111 | 9,90 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 26.478 | 1.812 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.522 | 118,75 | 720 | 116,22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 42.362 | 8,07 | 2.899 | 6,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7.400 | 36,38 | 506 | 34,57 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.258 | 223 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 39.949 | 48,68 | 2.734 | 46,78 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 30.191 | 45,01 | 2.066 | 43,10 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 45.748 | 3,65 | 3.131 | 2,32 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 28.831 | 96,22 | 1.973 | 93,71 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 5.300 | 363 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 40 | 3 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6.911 | 10,35 | 479 | 4,37 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 3.269 | 224 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 3.101 | 212 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 9.170 | 0,03 | 627 | -1,26 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.490 | 11,19 | 102 | 9,78 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5.123 | 69,47 | 351 | 67,46 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 3.941 | 1,81 | 270 | 0,37 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 14.551 | 3.719,16 | 996 | 3.726,92 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.072 | 5,10 | 210 | 2,94 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13.542 | 2,76 | 939 | 2,74 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 21.028 | 16,37 | 1.439 | 14,86 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 120 | 8 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 59.952 | 6,83 | 4.103 | 5,48 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 603 | 41 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3.028 | 222 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 6.307 | 15,81 | 432 | 14,32 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 529 | 16,52 | 36 | 16,13 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5 | 0 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 300 | 21 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.288 | 2.690,24 | 157 | 3.020,00 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 3.345 | 268 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.221 | 84 | ||||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 119 | 8 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 201 | 0,50 | 14 | 0,00 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 27.798 | 1.902 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 12.451 | 245,67 | 852 | 242,17 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4.655 | 319 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 4.128 | 0,44 | 282 | -0,70 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 15 | 1 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 77 | 1,32 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 7.151 | 2,20 | 489 | 1,03 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 6.464 | 6,25 | 442 | 4,99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 741.102 | 50.714 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5.118 | 13,91 | 350 | 12,54 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10.156 | 16,63 | 695 | 15,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 756.742 | 34,75 | 51.784 | 33,04 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.647 | 52,72 | 250 | 50,91 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17.318 | 1.185 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.213 | 19,02 | 630 | 17,54 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 3.181 | 185,55 | 218 | 181,82 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.284 | 225 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 3.563 | 244 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.480 | 2,57 | 717 | 1,27 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 12.132 | 229,05 | 849 | 232,55 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5.878 | 0,43 | 402 | -0,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6.100 | 5,08 | 0 |
