Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF termasuk Stifel Financial Corp, Wealth Enhancement Advisory Services, Llc, Jane Street Group, Llc, Hilltop Holdings Inc., Ameriprise Financial Inc, E&G Advisors, LP, PUREfi Wealth, LLC, Fifth Third Bancorp, dan Western Wealth Management, LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 30.971 | 1.294 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 107.891 | 65,14 | 4.509 | 72,13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14.689 | 64,40 | 618 | 72,63 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 34.818 | 73,11 | 1.455 | 80,52 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 99.642 | 165,41 | 4.164 | 176,68 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 5.100 | 213 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.731 | 72 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 123.168 | 6,33 | 5.147 | 10,81 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.354 | 57 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.055 | 126,82 | 86 | 136,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 252.158 | 155,14 | 10.538 | 165,88 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 25.550 | 1.087 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 43.534 | 117,18 | 1.819 | 126,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 92.267 | 12,99 | 3.856 | 17,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 25.682 | 88,01 | 1.073 | 96,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 44.196 | 122,56 | 1.847 | 132,04 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 209.367 | 265,45 | 8.749 | 280,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.666 | 279 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16.198 | 677 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 221.622 | 300,68 | 10.266 | 363,01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 120.431 | 14,01 | 5.033 | 18,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 377.612 | 230,96 | 15.780 | 244,92 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7.415 | 4,41 | 300 | 5,28 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8.499 | 44,05 | 355 | 50,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 79.268 | 8,82 | 3.179 | 10,50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 361.772 | 72,51 | 15.118 | 79,78 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 21.774 | 168,25 | 934 | 165,81 | ||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 1.549.616 | 5,34 | 64.758 | 9,78 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10.975 | 459 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5.000 | 209 |
