Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Angel Oak Funds Trust - Angel Oak UltraShort Income ETF includono TCFG Investment Advisors, LLC, HighTower Advisors, LLC, Mason & Associates Inc, Castleview Partners, Llc, RMR Wealth Builders, VisionPoint Advisory Group, LLC, Barnes Wealth Management Group, Inc, Perigon Wealth Management, LLC, Equitable Holdings, Inc., OneAscent Financial Services LLC, Northbridge Financial Group, Llc, Goldman Sachs Group Inc, Brookwood Investment Group LLC, Safe Harbor Wealth Advisors, LLC, Aqr Capital Management Llc, Stratos Wealth Partners, LTD., e Pacific Center for Financial Services .
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 | UBS Group AG | 978.905 | 21,80 | 49.958 | 21,54 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 14.652 | 748 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 161.225 | 12,78 | 8.228 | 12,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.004 | 204 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 672.971 | 0,77 | 34.345 | 0,55 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 46.768 | 3,23 | 2.387 | 2,98 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 372 | 1,09 | 19 | 5,56 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 17.790 | 912 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 273.164 | 1,31 | 14 | 0,00 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 165.111 | 34,98 | 8.426 | 34,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 137.291 | 29,37 | 7.007 | 29,10 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 287.576 | 11,46 | 14.731 | 11,19 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 296.790 | 4,34 | 15.147 | 4,12 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 7.779 | 1,59 | 397 | 1,53 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8.375 | 428 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7.809 | 399 | ||||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 32.542 | 4,36 | 1.665 | 4,45 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 30.671 | 71,83 | 1.565 | 71,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 277.261 | 287,39 | 14.150 | 286,61 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 313.913 | 39,42 | 16.021 | 39,12 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 48.322 | 2.475 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.661 | 1,75 | 799 | 1,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32.215 | 52,50 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 175.457 | 15,37 | 8.954 | 15,13 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 40.877 | 2.086 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 14.781 | 158,68 | 754 | 158,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.333 | 37,79 | 527 | 37,60 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.709 | 547 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 59.149 | 3.019 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 22.946 | 1 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.274 | 473 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 63.626 | 35,39 | 3.247 | 35,12 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 133 | 7 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 14.329 | 731 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.951 | 9,10 | 409 | 9,09 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.057 | 207 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 156.273 | 39,54 | 7.975 | 39,25 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 48.102 | 366,78 | 2.455 | 365,65 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 184.406 | 5,63 | 9.411 | 5,41 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 159.097 | 62,12 | 8.120 | 61,77 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 5.883 | 1,94 | 300 | 1,69 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.155 | 315 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 134.205 | 41,98 | 6.864 | 171.475,00 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 60.569 | 5,05 | 3.091 | 4,85 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.698 | 967,04 | 291 | 974,07 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 103.664 | 5.290 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 250.427 | 23,44 | 12.781 | 23,18 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 41.889 | 4,40 | 2.138 | 4,14 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 18.552 | 947 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 225.937 | 9,75 | 11.531 | 9,51 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 6.721 | 1,13 | 343 | 1,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 830.941 | 3,32 | 42.407 | 3,10 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.639 | 645 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.156 | 40,02 | 162 | 40,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12.415 | 157,36 | 634 | 157,32 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 95.601 | 7,60 | 4.879 | 7,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 169.902 | 833,84 | 8.671 | 832,26 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 110 | 6 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12.614 | 219,75 | 644 | 219,90 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 101.036 | 11,87 | 5.160 | 11,69 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.335 | 13,27 | 272 | 13,33 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 7.375 | 376 |
