Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF includono Sigma Planning Corp, Wealth Group Ltd, Principia Wealth Advisory, LLC, Park Avenue Securities Llc, Brinker Capital Investments, LLC, SMIDX - SMI Dynamic Allocation Fund, Wealthspire Advisors, LLC, Dean, Jacobson Financial Services, LLC, Duncan Williams Asset Management, LLC, Old Mission Capital Llc, SMILX - SMI 50/40/10 Fund, Empower Advisory Group, LLC, BKD Wealth Advisors, LLC, Accredited Investors Inc., Sequoia Financial Advisors, LLC, Define Financial, Llc, Carolina Wealth Advisors, LLC, FSA Wealth Management LLC, Creekmur Asset Management LLC, e Belvedere Trading 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 112.192 | 539,09 | 13.287 | 612,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24.868 | 58,26 | 3 | 100,00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 808.422 | 8,01 | 95.741 | 20,32 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5.604 | 0,11 | 664 | 11,43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.603 | 34,79 | 427 | 50,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 179.103 | 335,02 | 21.211 | 384,60 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 11.657 | 8,05 | 1.381 | 20,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 307.822 | 12,69 | 36.455 | 25,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21.406 | 106,03 | 2.535 | 129,62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.857 | 44,51 | 220 | 61,03 | ||||
| 2025-06-27 | NP | DUBS - Aptus Large Cap Enhanced Yield ETF | 57.414 | 8,79 | 6.074 | -0,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56.685 | 4,20 | 6.713 | 16,08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 375 | 13,64 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163.741 | 3,74 | 19.393 | 15,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14.719 | 250,20 | 1.743 | 290,81 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 18.779 | 2,96 | 2.224 | 14,65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.840 | 218 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 140.671 | 6,33 | 16.660 | 18,43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 852.649 | 2,00 | 100.979 | 13,62 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 22.164 | 2.635 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8.139 | 45,08 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 13.521 | 1.601 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9.230 | 1.093 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 13.534 | 1.603 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 67.389 | 4,40 | 7.981 | 16,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.337 | 16,04 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 235.158 | 10,22 | 27.850 | 22,78 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3.009 | 356 | ||||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 8.460 | 895 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 60.473 | 113,31 | 7.162 | 137,59 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 1.703 | 202 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.814 | 215 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 110.223 | 275,36 | 13.054 | 318,10 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 1.946 | 230 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2.310 | 274 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 56.607 | 70,43 | 6.704 | 89,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.040 | 26,16 | 597 | 40,47 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 305.121 | 8,15 | 36.136 | 20,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.105 | 3,45 | 486 | 15,44 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 9.037 | 1 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 894 | 106 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 41 | 0 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3.152 | 373 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16.918 | 7,36 | 2.004 | 19,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.421 | 0,34 | 760 | 11,76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.712 | 81,70 | 2 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2.079 | 246 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 230.107 | 2.868,74 | 27.252 | 3.207,16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7.874 | 932 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 276 | 33 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5.822 | 89,52 | 690 | 100,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63.259 | 139,90 | 7.492 | 167,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3.556 | 0,28 | 421 | 11,67 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3.347 | 19,62 | 396 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 617 | 26,43 | 73 | 35,19 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4.248 | 5,78 | 503 | 18,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 74.631 | 62,25 | 8.839 | 80,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2.427.445 | 11,76 | 287.482 | 24,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 364.511 | 5,38 | 43.169 | 17,38 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 2.470 | 261 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3.600 | 9,09 | 426 | 21,71 | |||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3.058 | 12,55 | 362 | 25,69 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 12 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14.876 | 1.762 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 452.842 | 8,46 | 53.630 | 20,81 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3.646 | 432 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.323 | 4,03 | 630 | 15,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78.070 | 6,25 | 9.246 | 18,36 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 35.370 | 842,95 | 4.189 | 952,26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16.022 | 1.951 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 316 | 37 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10.768 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 90.600 | 10.730 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11.735 | 0,70 | 1.390 | 12,20 |
