Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Tidal Trust III - Impact Shares NAACP Minority Empowerment ETF termasuk Citadel Advisors Llc, SRS Capital Advisors, Inc., Cassaday & Co Wealth Management LLC, Golden State Equity Partners, Vanguard Advisers Inc, dan Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 8.411 | 10,48 | 407 | 8,27 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.622 | 127 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 13.524 | 0,30 | 654 | -1,51 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 651 | 95,50 | 32 | 93,75 | ||||
| 2026-05-05 | 13F | UBS Group AG | 736 | 1.740,00 | 36 | 3.400,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.642 | 902 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 55 | 3 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 22.159 | 25,63 | 1.072 | 23,25 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 9.595 | 1,05 | 464 | -0,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.233 | 108 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 7.208 | 1,12 | 349 | -0,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.889 | 305,71 | 333 | 301,20 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.435 | 214 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4.319 | 5,03 | 207 | -1,44 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.231 | 42,64 | 60 | 40,48 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 183 | 9 |
