Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF includono Duncan Williams Asset Management, LLC, Truist Financial Corp, Symphony Financial, Ltd. Co., Concurrent Investment Advisors, LLC, Crews Bank & Trust, Assetmark, Inc, Hantz Financial Services, Inc., Qube Research & Technologies Ltd, Mount Yale Investment Advisors, LLC, e Total Investment Management 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Mason & Associates Inc | 124.832 | 2,71 | 5.394 | 5,62 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36.178 | 6,60 | 1.563 | 9,61 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 50.446 | 74,73 | 2.180 | 79,64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7.608 | 10,69 | 329 | 13,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 583.401 | 14,31 | 25.209 | 17,54 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19.134 | 0,44 | 827 | 3,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2.330 | 101 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11.633 | 0,43 | 503 | 3,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126.623 | 10,48 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16.326 | 706 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52.566 | 21,27 | 2.271 | 24,71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 79.551 | 1,61 | 3.437 | 4,50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21.729 | 1,26 | 939 | 4,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.355 | 38,33 | 318 | 42,15 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.758 | 0,57 | 77 | 4,05 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7.408 | 14,37 | 320 | 15,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21.139 | 913 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123.650 | 14,66 | 5.343 | 17,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 554.954 | 3,39 | 23.980 | 6,32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.072 | 46 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 18.124 | 0,03 | 783 | 2,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.602.812 | 2,23 | 69.258 | 5,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.013 | 0,20 | 44 | 2,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76.192 | 33,16 | 3.294 | 37,38 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3.291 | 67,40 | 142 | 73,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 107.934 | 4.664 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 596.483 | 4,89 | 25.774 | 7,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38.235 | 19,40 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232.347 | 15,66 | 10.040 | 18,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.641.689 | 8,07 | 70.934 | 11,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 83.936 | 11,39 | 3.627 | 14,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 49.656 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 91.505 | 12,00 | 3.954 | 15,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8.984 | 388 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 | 1 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 97.362 | 4,08 | 4.207 | 7,05 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 28 | |||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 902.661 | 9,44 | 39.004 | 12,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149.413 | 15,08 | 6.456 | 18,35 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 32.244 | 35,29 | 1.393 | 39,16 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 6.079 | 263 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7.926 | 5,04 | 342 | 7,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367.545 | 4,56 | 15.882 | 7,52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 110.166 | 47,98 | 4.760 | 52,17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1.000 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15.918 | 5,50 | 688 | 8,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19.060 | 23,38 | 837 | 32,49 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7.659 | 4,06 | 331 | 6,80 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12.713 | 5,52 | 554 | 9,29 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5.645 | 8,72 | 244 | 11,47 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12.738 | 19,57 | 550 | 23,04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23.883 | 9,46 | 1.032 | 12,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.276 | 55 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 7.831 | 338 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 40 | 25,00 | 2 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 59.423 | 39,36 | 2.568 | 43,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.615 | 3,48 | 113 | 5,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239.493 | 13,08 | 10.348 | 16,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 199 | 1,02 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49.313 | 93,13 | 2.131 | 99,25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45.420 | 1.973 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27.933 | 36,86 | 1.207 | 40,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6.907 | 6,99 | 298 | 9,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12.439 | 18,16 | 537 | 21,49 |
