Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Neos ETF Trust - NEOS Russell 2000 High Income ETF includono Farther Finance Advisors, LLC, Prevail Innovative Wealth Advisors, Llc, Marshall & Sterling Wealth Advisors Inc., Steward Partners Investment Advisory, Llc, Claudia M.p. Batlle, Crp (r) Llc, Valmark Advisers, Inc., Kingswood Wealth Advisors, Llc, Vann Equity Management LLC, J.w. Cole Advisors, Inc., Northwestern Mutual Wealth Management Co, Hrt Financial Lp, Walkner Condon Financial Advisors LLC, Foguth Wealth Management, LLC., Private Advisor Group, LLC, Wellington Grp LLC, Sound Income Strategies, LLC, Nbc Securities, Inc., Harbour Investments, Inc., SBI Securities Co., Ltd., e IFP Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 263.123 | 6,64 | 12.472 | 3,85 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.654 | 221 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.725 | 82 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 46.234 | 82,48 | 2.192 | 77,70 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 26.300 | 310,94 | 1.247 | 300,64 | |||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 20.566 | 36,18 | 975 | 32,52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 12.357 | 586 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 102.039 | 4.857 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 55 | 175,00 | 3 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.228 | 10,92 | 627 | 8,10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23.422 | 63,45 | 1.110 | 59,25 | ||||
| 2026-04-27 | 13F | Quantum Private Wealth, LLC | 7.000 | 40,00 | 332 | 36,21 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 11.000 | 25,71 | 521 | 19,22 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.400 | 17,24 | 161 | 14,18 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5.845 | 277 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8.385 | 85,34 | 397 | 80,45 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 100 | 5 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 53.312 | 3.180,74 | 2.527 | 3.098,73 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.873 | 563 | ||||||
| 2026-04-22 | 13F | Motco | 19 | 1 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.117 | 53 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13.600 | 126,67 | 645 | 120,55 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 107.022 | 598,53 | 5.073 | 580,81 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6.327 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 454 | 52,86 | 22 | 50,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 23.700 | 295,00 | 1.123 | 284,59 | |||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 29.507 | 14,17 | 1.399 | 11,13 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 16.460 | 8,80 | 780 | 5,98 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 9.868 | 8,21 | 468 | 5,42 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 58.477 | 349,79 | 2.983 | 371,99 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 7.287 | 345 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 63.438 | 162,47 | 3.007 | 155,61 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.926 | 0,87 | 613 | -1,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 563.915 | 45,36 | 26.730 | 41,54 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.680 | 9,47 | 222 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5.082 | 19,41 | 241 | 15,94 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.901 | 35,50 | 90 | 32,35 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 500 | 24 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 18.192 | 334,18 | 862 | 324,63 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 164.206 | 0,52 | 7.783 | -2,13 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 25.835 | 320,77 | 1.225 | 310,74 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.377 | 30,89 | 65 | 27,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.211 | 57 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 124.458 | 6,76 | 6.459 | 9,75 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12.889 | 95,52 | 1 | |||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 48.665 | 2.307 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 197 | 5,91 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52.243 | 91,97 | 2.476 | 86,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.685 | 317 | ||||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 8.626 | 409 | ||||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 47.753 | 8,16 | 2.264 | 5,30 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 210 | 3,96 | 10 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.779 | 34,85 | 321 | 31,56 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.482 | 814,81 | 70 | 900,00 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 15.910 | 754 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 29.000 | 1,94 | 1.375 | -0,72 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 2.622 | 124 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 32.116 | 283,66 | 1.522 | 273,96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 84.092 | 44,47 | 3.986 | 40,66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 212 | 10 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 475 | 23 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 9.956 | 40,32 | 472 | 36,52 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5.566 | 291 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 15.485 | 734 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.447 | 543 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 7.664 | 18,91 | 363 | 15,97 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 43.560 | 58,95 | 2.065 | 54,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15.922 | 755 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 93.070 | 4.412 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 84 | 4 |
