Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Sterling Capital Funds - Sterling Capital National Municipal Bond ETF includono AE Wealth Management LLC, Kingdom Financial Group LLC., Lloyd Advisory Services, LLC., LifeWealth Investments, LLC, Arcadia Wealth Management, LLC, SMART Wealth LLC, Networth Advisors, LLC, Envestnet Asset Management Inc, Truist Financial Corp, Howard Bailey Securities, Llc, B.O.S.S. Retirement Advisors, LLC, FLP Wealth Management, LLC, Jane Street Group, Llc, Key Capital Management, INC, Triad Wealth Partners, LLC, Simplicity Wealth,LLC, LifePlan Investment Advisors, Inc., Centennial Advisors, LLC, Citadel Advisors Llc, e CoreCap Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Jane Street Group, Llc | 55.029 | 1.368 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.278.316 | 31.779 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 13.201 | 328 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 101.282 | 2.518 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 115.016 | 2.859 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 84.240 | 2.094 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 20.332 | 505 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.015 | 25 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 13.127 | 326 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 191.330 | 4.756 | ||||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 70.146 | 1.744 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109.562 | 2.724 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 13.808 | 343 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 868 | 22 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 290.988 | 7.234 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 42.898 | 1.066 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 37.043 | 921 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 3.797 | 94 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.574.557 | 88.863 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8.479 | 211 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34.415 | 856 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 3.285 | 82 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 10.284 | 256 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 299 | 7 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.278.316 | 31.779 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 109.562 | 2.724 | ||||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 220.403 | 5.479 |
