Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Angel Oak Funds Trust - Angel Oak Income ETF includono Astor Investment Management LLC, Envestnet Asset Management Inc, ASTIX - Astor Dynamic Allocation Fund Class I shares, Goldman Sachs Group Inc, Legacy Capital Group California, Inc., Ieq Capital, Llc, AE Wealth Management LLC, ASPGX - Astor Sector Allocation Fund Class A Shares, GeoWealth Management, LLC, Flow Traders U.s. Llc, IHT Wealth Management, LLC, Change Path, LLC, Wiley Bros.-aintree Capital, Llc, Legacy Capital Wealth Partners, LLC, DAVENPORT & Co LLC, Bank of New York Mellon Corp, Advisory Services Network, LLC, Coastal Bridge Advisors, LLC, Raleigh Capital Management Inc., e Nova Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Rareview Capital LLC | 68.709 | 1,34 | 1.429 | 1,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 94.504 | 1.966 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 28.058 | 584 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21.155 | 440 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225.983 | 1,12 | 4.700 | 1,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 427.158 | 40,81 | 8.885 | 41,08 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102.541 | 7,48 | 2.133 | 7,68 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 23.118 | 36,25 | 481 | 36,36 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368.613 | 7,21 | 7.667 | 7,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.065 | 355 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10.334 | 5,13 | 215 | 4,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.814.675 | 66,91 | 58.545 | 67,24 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 61.455 | 56,64 | 1.278 | 57,00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21.054 | 0,30 | 438 | 0,46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 47.467 | 0,01 | 987 | 0,20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24.359 | 47,28 | 507 | 47,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 131.790 | 13,00 | 2.741 | 13,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296.490 | 2,72 | 6.167 | 2,90 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85.472 | 1.778 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 158.131 | 245,94 | 3 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34.906 | 726 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.189.547 | 5.266,67 | 45.543 | 5.283,22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 124.342 | 8,39 | 2.586 | 8,61 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811.224 | 4,30 | 16.873 | 4,50 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2.058.325 | 7,31 | 42.813 | 7,52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54.415 | 64,76 | 1.132 | 65,11 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 383.809 | 7.983 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 96.567 | 47,04 | 2.009 | 47,32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 59.347 | 1.234 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143.860 | 8,95 | 2.992 | 9,16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 6.626 | 138 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8.228 | 471,39 | 171 | 489,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241.047 | 10,06 | 5.014 | 10,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.374.357 | 4,92 | 28.587 | 5,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52.472 | 31,54 | 1.091 | 31,76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.291.182 | 1,66 | 47.657 | 1,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20.001 | 416 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 198.740 | 103,86 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 269 | 31,37 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27.856 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 469.620 | 0,29 | 9.768 | 0,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 11.876 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.835 | 38 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59.257 | 2,45 | 1.233 | 2,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 358.408 | 7.455 | ||||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139.969 | 2.897 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110.380 | 2.296 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 599.336 | 1,64 | 12.466 | 1,84 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15.190 | 316 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 939.991 | 39,16 | 19.552 | 39,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.935 | 227 | ||||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31.175 | 645 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22.437 | 73,67 | 467 | 73,88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13.925 | 290 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10.500 | 218 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 149.275 | 276,15 | 3.105 | 277,16 |
