Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETF Series Solutions - Aptus Defined Risk ETF includono 6th Street Advisors, LLC, Purewater Capital LLC, Hrt Financial Lp, RFG Advisory, LLC, Oak Harbor Wealth Partners, Llc, Farther Finance Advisors, LLC, e Capital Investment Advisory 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 168.746 | 4,36 | 4.612 | 0,17 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.055.006 | 56.163 | ||||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 286.935 | 1,07 | 7.842 | -2,98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46.676 | 2,65 | 1.276 | -1,47 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 126.071 | 5,40 | 3.446 | 1,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.768 | 0,69 | 107 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 357.023 | 7,28 | 9.757 | 2,51 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 332.857 | 9.097 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 718.009 | 5,68 | 19.623 | 1,45 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26.341 | 18,39 | 720 | 13,74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 203.026 | 2,21 | 5.549 | -2,01 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 413.104 | 4,01 | 11.761 | 3,03 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 301.634 | 4,96 | 8.244 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81.422 | 43,82 | 2.225 | 38,11 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 12.860 | 19,74 | 351 | 15,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 98.210 | 3,08 | 2.684 | -1,03 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 772.229 | 2,63 | 21.105 | -1,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 845.481 | 6,04 | 23.107 | 1,79 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 1.282.730 | 4,28 | 35.057 | 0,10 | ||||
| 2026-04-29 | 13F | Renasant Bank | 120.336 | 4,34 | 3.289 | 0,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.011 | 137 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 1.462.265 | 9,23 | 41.733 | 9,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.279 | 2,83 | 527 | -1,31 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 1.235.065 | 7,95 | 35.409 | 9,32 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1.894.908 | 10,50 | 51.788 | 6,07 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 373.268 | 0,96 | 10.627 | -0,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10.365 | 283 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.508.481 | 3,55 | 123.217 | -0,60 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 988.042 | 2,39 | 27.003 | -1,71 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1.831.987 | 5,49 | 50.068 | 1,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 17.362.440 | 11,10 | 474.515 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 1.265.488 | 0,07 | 34.586 | -3,93 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6.097 | 167 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15.699 | 3,73 | 447 | 2,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 93.320 | 16,46 | 2.550 | 11,79 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1.006.593 | 1,83 | 27.510 | -2,25 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 624.636 | 6,55 | 17.071 | 2,29 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 249.004 | 4,27 | 6.805 | 0,10 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 954 | 26 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 468.957 | 9,89 | 12.817 | 5,49 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 232.937 | 136,71 | 6.366 | 127,28 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.020 | 164,63 | 137 | 153,70 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 71.070 | 0,47 | 1.942 | -3,53 | ||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 118.347 | 8,60 | 3.234 | 4,26 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 62.501 | 46,37 | 1.708 | 40,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 132.649 | 5,08 | 3.625 | 0,89 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 473 | 13 | ||||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 755.996 | 20.661 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 757.078 | 15,18 | 20.691 | 10,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.394.435 | 23,90 | 202.090 | 18,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.077.584 | 9,26 | 29.450 | 4,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 256.154 | 16,32 | 7.001 | 11,66 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 425.551 | 11.661 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 22.588 | 12,97 | 617 | 8,44 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 292.208 | 2,58 | 7.986 | -1,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 294.683 | 5,97 | 8.054 | 1,72 | ||||
| 2026-04-21 | 13F | SWS Partners | 191.133 | 20,18 | 5.224 | 15,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.069 | 0 | ||||||
| 2026-05-04 | 13F | Mendel Money Management | 129.870 | 42,18 | 3.549 | 36,50 | ||||
| 2026-05-14 | 13F | Betterment LLC | 29.637 | 11,64 | 1 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.098.447 | 1,91 | 30.021 | -2,17 |
