Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF includono Merit Financial Group, LLC, Mariner, LLC, SCS Capital Management LLC, Two Sigma Securities, Llc, Soundwatch Capital LLC, Mercer Global Advisors Inc /adv, ENDW - Cambria Endowment Style ETF, e Adirondack Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 47.491 | 0,64 | 2.629 | 2,70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.020 | 0,35 | 112 | 1,83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 124.719 | 3,53 | 6.903 | 5,65 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25.477 | 14,99 | 1.410 | 17,40 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 220.693 | 0,04 | 12.215 | 2,08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70.261 | 3.889 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 401.045 | 9,43 | 22.198 | 11,67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 276.377 | 1,75 | 15.298 | 3,84 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 236.184 | 10,31 | 13.073 | 12,56 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 203.772 | 0,82 | 11.279 | 2,88 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1.668.041 | 2,39 | 92.326 | 4,49 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 73.229 | 0,89 | 4.053 | 2,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 51 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 65.897 | 0,33 | 3.647 | 1,11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 138.031 | 32,68 | 8 | 40,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3.630 | 201 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3.923 | 1.807 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 420.618 | 1,20 | 23.281 | 3,27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 626 | 35 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 474.625 | 0,03 | 26.270 | 2,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 204.363 | 0,07 | 11.312 | 2,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.643 | 5.565,52 | 91 | 8.900,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 985.505 | 5,71 | 54.548 | 7,88 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 18.868 | 1,34 | 1.044 | 3,47 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 5.892 | 0,22 | 326 | 2,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7.185 | 398 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 9.916 | 0,33 | 558 | 13,88 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6.900 | 11,29 | 382 | 13,39 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7.310 | 405 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 360.414 | 4,02 | 19.949 | 6,15 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 107.252 | 405,00 | 5.936 | 415,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.258.144 | 55,65 | 127.111 | 61,53 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 175.635 | 0,62 | 9.721 | 2,68 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 44.727 | 9,10 | 2.476 | 11,34 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 100.329 | 0,03 | 5.553 | 2,08 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 74.153 | 6,39 | 4.104 | 8,57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3.076 | 3,57 | 170 | 5,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34.746 | 20,34 | 1.923 | 22,88 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 66.990 | 1,63 | 3.587 | 7,20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18.265 | 1.011 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 9.805 | 8,90 | 543 | 11,07 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 86 | 11,69 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2.164 | 116 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13.665 | 17,80 | 768 | 21,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.281 | 458 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 849 | 47 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4.583 | 254 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 98.548 | 1,33 | 5.455 | 3,41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 454 | 10,19 | 25 | 13,64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5.403.637 | 2,71 | 299.091 | 4,81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 801.110 | 3,67 | 44.341 | 5,79 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 464.826 | 1,12 | 25.728 | 3,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1.232 | 2,07 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5.407 | 7,62 | 299 | 9,93 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 23.396 | 100,21 | 1.295 | 104,42 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 136.512 | 1,86 | 7.556 | 3,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 959.896 | 0,70 | 53.130 | 2,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5.125 | 0 | ||||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 155.720 | 17,51 | 8.619 | 19,92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 82 | 1,23 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81.214 | 154,46 | 4.495 | 159,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7.528 | 0 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 606.155 | 1,92 | 33.551 | 4,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 35.291 | 1,47 | 1.953 | 3,55 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17.085 | 0,86 | 946 | 2,94 |
