Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF includono Kingstone Capital Partners Texas, LLC, Melia Wealth LLC, Sofos Investments, Inc., ERNZ - TrueShares Active Yield ETF, Atria Wealth Solutions, Inc., TT Capital Management LLC, Integrated Wealth Concepts LLC, Cascade Investment Group, Inc., Tactive Advisors, LLC, Cumberland Partners Ltd, Venturi Wealth Management, LLC, Tower Research Capital LLC (TRC), Strategic Wealth Partners, Ltd., e Virtus ETF Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 17.074 | 12,81 | 356 | 10,59 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 94.062 | 5,61 | 1.959 | 3,71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 15.730 | 14,36 | 328 | 12,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 65.732 | 10,54 | 1.369 | 8,56 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 109.003 | 4,49 | 2.271 | 2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 177 | 2.850,00 | 4 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 133.975 | 1,54 | 2.791 | -0,29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17.659 | 84,18 | 368 | 80,79 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 11.217 | 234 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 152.691 | 22,72 | 3.181 | 20,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.803 | 38,37 | 38 | 37,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130.781 | 6,52 | 2.724 | 4,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 305.004 | 6,85 | 6.353 | 4,94 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 51.808 | 7,70 | 1.079 | 5,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 919.558 | 0,63 | 19.155 | -1,17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 21.613 | 77,07 | 450 | 74,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32.153 | 155,45 | 670 | 151,50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 56 | 1,82 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 17.208 | 5,25 | 358 | 3,47 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93.658 | 9,35 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 768.888 | 53,11 | 16 | 60,00 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 51.933 | 2,38 | 1.082 | 0,56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 524 | 25,06 | 11 | 25,00 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 62.152 | 1.318 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.313 | 0,20 | 277 | -2,12 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 72.555 | 1.539 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 386.094 | 5,83 | 8.042 | 3,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.493 | 4,59 | 323 | 2,55 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32.700 | 672 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 8.664 | 61.785,71 | 180 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 109 | 1,87 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 277 | 6 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 21.418 | 0,07 | 446 | -1,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 160.155 | 38,70 | 3.336 | 36,22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35.086 | 732 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 71 | 1 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 170 | 4 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 43.745 | 2,02 | 911 | 0,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 734.144 | 7,16 | 15.294 | 5,24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 25.295 | 7,46 | 527 | 5,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 244.932 | 0,20 | 5.102 | -1,60 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 41.661 | 14,97 | 884 | 11,35 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.608 | 1,25 | 221 | -0,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9.819 | 2,21 | 205 | 0,49 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 26 | 4,00 | 1 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 10.641 | 12,71 | 222 | 10,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32.865 | 46,87 | 685 | 44,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25.764 | 1,22 | 542 | 0,56 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2.068.539 | 45 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 155.200 | 802,33 | 3.233 | 724,49 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22.961 | 33,94 | 478 | 31,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 10.178 | 5,17 | 212 | 3,41 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 319.880 | 3,33 | 6.663 | 1,49 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 11.508 | 2,48 | 240 | 0,42 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 262.105 | 20,46 | 5.460 | 18,31 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 42.306 | 2,33 | 881 | -2,65 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 12.700 | 265 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 58.023 | 4,65 | 1.209 | 2,81 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 30.891 | 10,62 | 643 | 8,61 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 142 | 2,90 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 225.178 | 1,83 | 4.690 | 0,00 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 447.265 | 9.317 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15.788 | 10,71 | 329 | 8,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14.467 | 301 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 36.600 | 29,79 | 762 | 27,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26.029 | 542 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198.108 | 71,61 | 4 | 100,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1.050 | 2,44 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15.029 | 15,09 | 313 | 13,41 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 22.907 | 4,11 | 477 | 2,36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 20.813 | 6,19 | 434 | 4,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38.572 | 803 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 225 | 49,01 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17.100 | 356 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 47.727 | 25,05 | 994 | 22,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 658.797 | 3,36 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 111.723 | 21,31 | 2.327 | 19,15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6.100 | 0,03 | 127 | -1,55 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 23.550 | 3,92 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 72.610 | 18,98 | 1.512 | 16,85 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.297 | 0,10 | 173 | -1,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 226.794 | 39,03 | 4.724 | 36,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 72.593 | 5,92 | 1.512 | 4,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.000 | 50,00 | 62 | 47,62 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 95.081 | 0,13 | 1.981 | -1,64 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 83.333 | 9,01 | 1.736 | 3,64 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 31.500 | 9,04 | 656 | -0,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55.178 | 71,11 | 1.149 | 68,23 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 37.553 | 275,53 | 782 | 268,87 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 13.431 | 280 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5.352 | 2,76 | 111 | 0,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 217.302 | 18,37 | 4.526 | 16,26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 481 | 10 |
