Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF includono SIRAX - Sierra Tactical All Asset Fund Class A, Ballast, Inc., Fundamentun, Llc, Capstone Triton Financial Group, LLC, Pensionmark Financial Group, Llc, Mission Hills Financial Advisory, LLC, DHJJ Financial Advisors, Ltd., Allworth Financial LP, Capital Advisors, Ltd. LLC, e Franklin Resources 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 136.059 | 1,52 | 2.329 | 3,70 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 84.519 | 5,32 | 1.447 | 7,59 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 67.940 | 11,37 | 1.163 | 13,80 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 170 | 1,80 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 104.963 | 18,42 | 1.797 | 20,94 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 60 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 186.484 | 15,85 | 3.194 | 17,51 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 47.845 | 819 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.990 | 0,24 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 75.737 | 29,31 | 1.297 | 32,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16.605 | 1,93 | 284 | 4,03 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 34.180 | 8,03 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.797 | 99 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 204 | 204,48 | 3 | 200,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103.540 | 120,93 | 1.773 | 125,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 278.173 | 0,34 | 4.762 | 2,50 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 288.427 | 1,40 | 4.938 | 3,57 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83.335 | 7,23 | 1.427 | 9,52 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17.338 | 297 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 180.918 | 3,60 | 3.097 | 5,84 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 267.021 | 1,31 | 4.571 | 3,49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 40.669 | 0,16 | 696 | 2,35 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25.412 | 9,28 | 435 | 11,83 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 22.830 | 0,86 | 391 | 2,90 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 130.881 | 2.239 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 61.010 | 0,85 | 1.044 | 3,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.061 | 1,52 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 24.237 | 235 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 498.682 | 128,07 | 8.537 | 133,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15.291 | 25,19 | 262 | 27,94 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13.473 | 231 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65.500 | 322,58 | 1.121 | 332,82 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 101.408 | 1.736 | ||||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 145.841 | 2,89 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18.560 | 13,67 | 318 | 16,12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 20.210 | 1,81 | 346 | 4,22 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 88.661 | 6,51 | 1.518 | 8,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 163.622 | 0,08 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 214.581 | 10,81 | 3.674 | 13,19 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 393 | 7 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55.679 | 953 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.187.758 | 4,92 | 20 | 11,11 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 26.796 | 73,65 | 459 | 77,52 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3.589 | 64,78 | 61 | 64,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 488.783 | 1,81 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 38.031 | 157,70 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 71.696 | 13,07 | 1.227 | 15,54 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 267 | 5 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 769 | 13 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34.552 | 23,18 | 592 | 24,95 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 25.703 | 70,80 | 440 | 74,60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 112.775 | 43,13 | 1.931 | 46,21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 505 | 9 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78.984 | 1,78 | 1.352 | 4,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 89.642 | 521,56 | 1.535 | 536,51 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 494.913 | 7,73 | 8.473 | 10,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 40.195 | 688 | ||||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 13.999 | 1,89 | 235 | -1,27 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 19.690 | 0,38 | 337 | 2,74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 45.769 | 56,51 | 784 | 59,80 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 46.410 | 7,81 | 795 | 10,12 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1.505 | 0 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 35.379 | 0,71 | 606 | 2,89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5.513 | 1,94 | 94 | 4,44 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.706 | 85,30 | 63 | 90,91 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.597 | 97,16 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.815 | 48 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 311.261 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 10.655 | 182 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 233.586 | 11,98 | 3.999 | 14,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 106.784 | 0,73 | 1.872 | 6,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48.239 | 5,04 | 826 | 7,28 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 25.614 | 2,60 | 448 | 13,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 276.619 | 3,08 | 4.736 | 5,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 460 | 8 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.111 | 56,91 | 70 | 62,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17.490 | 2,51 | 299 | 4,91 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 324 | 1,89 | 6 | 0,00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 139.300 | 2.385 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26.859 | 0,06 | 460 | 2,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40.180 | 67,91 | 688 | 73,05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 36.565 | 0,77 | 626 | 2,80 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 123.136 | 19,28 | 2.108 | 21,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.694 | 29 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9.302 | 12,41 | 159 | 15,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 500 | 1.900,00 | 9 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 107.167 | 10,46 | 1.849 | 13,78 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 13.834 | 0,05 | 237 | 2,16 |
