Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Tidal Trust II - Roundhill Generative AI & Technology ETF includono Mirae Asset Global Investments Co., Ltd., LaSalle St. Investment Advisors, LLC, Money Concepts Capital Corp, WealthPlan Investment Management, LLC, Resources Investment Advisors, LLC., Brookwood Investment Group LLC, GFS Advisors, LLC, Safe Harbor Wealth Advisors, LLC, Ritholtz Wealth Management, Savvy Advisors, Inc., Vestia Personal Wealth Advisors, Redhawk Wealth Advisors, Inc., McAdam, LLC, Rollins Financial Advisors, LLC, Gill Capital Partners, Llc, Private Trust Co Na, CNB Bank, Innovative Asset Advisors Group, LLC, Financial Freedom, LLC, e ORG Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.792 | 178,92 | 173 | 191,53 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 52.993 | 3.278 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 5.788 | 28,51 | 358 | 34,72 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4.285 | 10,41 | 265 | 16,23 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 25.509 | 9,19 | 1.578 | 14,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.103 | 2.062,75 | 65 | 2.066,67 | ||||
| 2026-05-05 | 13F | UBS Group AG | 13.603 | 103,03 | 841 | 112,91 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 16.367 | 1.012 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 945 | 58 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 16 | 1 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.231 | 23,10 | 76 | 31,03 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 8.000 | 1.025 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 5 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 22 | 5,00 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 161 | 347,22 | 10 | 350,00 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 21.890 | 8,24 | 1.354 | 13,51 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 94.000 | 5.814 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 4.088 | 253 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.711 | 2,51 | 1.157 | 7,53 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 72.650 | 15,14 | 4 | 33,33 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 7.282 | 728.100,00 | 450 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 14.157 | 12,19 | 876 | 13,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 288 | 20,50 | 18 | 21,43 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 70.053 | 6,50 | 4.333 | 11,62 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 34.430 | 530,70 | 2.129 | 563,24 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 368.250 | 3,00 | 22.776 | 8,05 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18.667 | 55,30 | 1.155 | 62,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 80.200 | 121,55 | 4.960 | 132,43 | |||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 19.762 | 3,64 | 1.222 | 8,72 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 167 | 10 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 506 | 31 | ||||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 4.797 | 1,91 | 297 | 6,86 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 23.800 | 16,10 | 1.472 | 21,85 | |||
| 2026-04-03 | 13F | Adirondack Trust Co | 78 | 5 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.561 | 24,41 | 282 | 30,56 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8.842 | 14,92 | 547 | 20,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14.007 | 16,63 | 826 | 16,53 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.850 | 609 | ||||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 1.250 | 7.712,50 | 0 | |||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.146 | 383 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 92.264 | 5,96 | 5.440 | 108.680,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 140 | 8 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5.223 | 23,68 | 323 | 30,24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.921 | 40,64 | 304 | 47,57 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 290 | 18 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 21 | 75,00 | 1 | |||||
| 2026-05-12 | 13F | Creative Planning | 12.131 | 6,50 | 750 | 11,77 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17.687 | 1.094 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 200 | 12 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 997.326 | 4,24 | 61.685 | 9,35 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 6.356 | 0,79 | 393 | 5,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 24.400 | 46,11 | 1.509 | 53,35 | |||
| 2026-05-05 | 13F | Napier Financial, LLC | 64 | 4 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 538.123 | 3,26 | 33.283 | 8,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12.043 | 19,45 | 745 | 25,25 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.231 | 96,33 | 262 | 105,51 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 5.149 | 318 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 29.771 | 41,83 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.526 | 1,41 | 355 | 10,59 | ||||
| 2026-05-06 | 13F | CNB Bank | 486 | 30 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9.831 | 0,20 | 608 | 5,19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.244 | 163,56 | 77 | 181,48 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.955 | 17,18 | 678 | 22,87 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.825 | 927,27 | 175 | 987,50 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.654 | 21,65 | 412 | 27,64 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 622 | 334,97 | 38 | 375,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 7.186 | 34,42 | 444 | 40,95 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 3.472 | 215 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.608 | 14,90 | 409 | 20,35 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 21.701 | 0,12 | 1.342 | 5,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 161 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.861 | 177 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 4.758 | 294 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 27.149 | 151,24 | 1.679 | 163,58 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 640 | 15,32 | 40 | 21,88 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 16 | 100,00 | 1 | |||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 77 | 5 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.307 | 2,10 | 372 | -2,11 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 76.826 | 5,59 | 4.530 | 1,23 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 29.437 | 2 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 51 | 0 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.386 | 209 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 63.855 | 6,02 | 3.949 | 11,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.055 | 12,65 | 374 | 18,35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 543 | 34 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 7.329 | 80,25 | 453 | 89,54 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 20 | 1 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10.321 | 638 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 8.008 | 83,42 | 495 | 92,61 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9.505 | 38,72 | 801 | 98,51 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.141 | 380 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 57.330 | 1,71 | 3.546 | 6,68 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 10.725 | 14,35 | 663 | 19,89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5.641 | 349 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.302 | 16,41 | 1.079 | 11,70 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 633 | 2,59 | 37 | 0,00 |
