Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF includono Ashton Thomas Securities, Llc, ENDW - Cambria Endowment Style ETF, Empowered Funds, LLC, Merit Financial Group, LLC, Simplicity Wealth,LLC, Hrt Financial Lp, Wiley Bros.-aintree Capital, Llc, L2 Asset Management, LLC, Inspire Advisors, LLC, Manning & Napier Advisors Llc, Johnson Financial Group, Inc., Garde Capital, Inc., e Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 24.850 | 19,27 | 639 | 21,48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 62.396 | 23,82 | 1.605 | 26,18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 49.055 | 225,84 | 1.262 | 232,11 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 460.951 | 9,99 | 11.860 | 12,03 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 53.320 | 86,81 | 1.372 | 90,42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9.440 | 12,15 | 243 | 14,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66.849 | 4,70 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14.709 | 3,63 | 378 | 5,59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 339.077 | 140,72 | 8.724 | 145,19 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 266.136 | 6.848 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 78.643 | 158,81 | 2.023 | 163,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.680.823 | 13,59 | 68.978 | 15,70 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 69.008 | 1,78 | 1.776 | 3,68 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 31.336 | 25,78 | 806 | 28,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 48.641 | 25,96 | 1.252 | 28,31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 131.305 | 16,23 | 3.378 | 18,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 633.318 | 6,89 | 16.295 | 8,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75.884 | 35,22 | 1.953 | 37,76 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 958.053 | 218,89 | 24.651 | 224,81 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 31.508 | 940,21 | 811 | 965,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24.044 | 14,35 | 619 | 16,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.527 | 271 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 104.896 | 9,97 | 2.699 | 12,00 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 88.890 | 16,71 | 2.245 | 11,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10.785 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 559.759 | 23,93 | 14.335 | 25,31 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 474.820 | 19,04 | 12.217 | 21,26 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 293.140 | 7.542 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 36.690 | 944 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28.097 | 5,26 | 723 | 7,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 414.567 | 19,85 | 10.667 | 22,08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 362.965 | 42,58 | 9.339 | 45,24 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 181.056 | 19,21 | 4.659 | 21,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36.954 | 951 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 585.899 | 3,96 | 15.075 | 5,89 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17.684 | 5,51 | 455 | 7,57 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 94.873 | 2.393 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18.949 | 3,27 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 21.460 | 80,32 | 552 | 84,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171.614 | 2,51 | 4.416 | 4,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28.924 | 744 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 179.591 | 8,41 | 4.621 | 10,42 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 44.052 | 1,69 | 1.133 | 3,56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10.321 | 4,81 | 266 | 6,85 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9.574 | 246 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11.846 | 305 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 199.414 | 25,73 | 5.131 | 28,06 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 16.874 | 24,03 | 434 | 26,53 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60.221 | 33,02 | 1.550 | 35,52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10.342 | 266 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 71.213 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 12.985 | 0,64 | 334 | 2,77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 490 | 0,62 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20.387 | 46,69 | 525 | 49,29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 156.034 | 8,03 | 4.015 | 10,03 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 171.263 | 4.326 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 492 | 14,95 | 13 | 20,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 42.840 | 1,73 | 1.102 | 3,67 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 259.877 | 2,61 | 6.687 | 4,52 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 94.873 | 2.441 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18.891 | 6,61 | 486 | 8,72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25.841 | 5.088,96 | 665 | 5.007,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129.462 | 3,31 | 3.331 | 5,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30.905 | 0,31 | 795 | 2,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25.986 | 21,54 | 669 | 23,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.156.988 | 5,09 | 132.689 | 7,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 176.400 | 356,99 | 4.539 | 365,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64.115 | 32,37 | 1.650 | 34,91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 27.384 | 1,36 | 705 | 3,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.285.564 | 54,95 | 33.078 | 57,83 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14.785 | 7,01 | 381 | 8,88 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71.699 | 4,46 | 1.845 | 6,41 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 133.968 | 3.447 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 248.279 | 3,75 | 6.388 | 5,67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 108 | 0,93 | 0 | |||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 115.778 | 0,01 | 2.979 | 1,85 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 339.371 | 9,16 | 8.732 | 11,21 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26.999 | 1 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 76.306 | 0,39 | 1.963 | 2,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97.613 | 334,24 | 2.512 | 342,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.933 | 8,48 | 230 | 10,10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 4 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 90.668 | 8,40 | 2.333 | 10,42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 31.991 | 19,32 | 820 | 20,97 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 217.648 | 31.171,26 | 5.600 | 32.835,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.495 | 596,93 | 64 | 611,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 14.128 | 57,34 | 366 | 61,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 44.928 | 73,47 | 1.156 | 76,76 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 704.535 | 54,00 | 18.128 | 56,86 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37.316 | 2,39 | 960 | 4,24 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 88.500 | 11,88 | 2.277 | 13,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13.392 | 9,73 | 345 | 11,69 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 353.804 | 17,72 | 8.937 | 12,34 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29.355 | 1 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8.032 | 207 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 100 | 3 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 66.857 | 0,09 | 1.720 | 1,96 | ||||
| 2025-08-14 | 13F | Css Llc/il | 205.764 | 2,02 | 5.294 | 3,93 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 45.872 | 2,62 | 1.180 | 4,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.125 | 75,22 | 1.007 | 78,37 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 8.541 | 0,31 | 216 | -3,15 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 27.880 | 7,11 | 718 | 8,97 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10.994 | 4,32 | 283 | 6,02 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 32.487 | 29,58 | 836 | 31,91 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 888 | 23 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 426 | 9,79 | 11 | 11,11 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 92.434 | 0,01 | 2.378 | 1,89 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 222.129 | 2,48 | 5.715 | 4,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33.263 | 3,99 | 856 | 5,95 |
