Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Neos ETF Trust - NEOS Russell 2000 High Income ETF incluem Farther Finance Advisors, LLC, Prevail Innovative Wealth Advisors, Llc, Marshall & Sterling Wealth Advisors Inc., Steward Partners Investment Advisory, Llc, Claudia M.p. Batlle, Crp (r) Llc, Valmark Advisers, Inc., Kingswood Wealth Advisors, Llc, Vann Equity Management LLC, J.w. Cole Advisors, Inc., Northwestern Mutual Wealth Management Co, Hrt Financial Lp, Walkner Condon Financial Advisors LLC, Foguth Wealth Management, LLC., Private Advisor Group, LLC, Wellington Grp LLC, Sound Income Strategies, LLC, Nbc Securities, Inc., Harbour Investments, Inc., SBI Securities Co., Ltd., e IFP Advisors, Inc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 263,123 | 6.64 | 12,472 | 3.85 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4,654 | 221 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1,725 | 82 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 46,234 | 82.48 | 2,192 | 77.70 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 26,300 | 310.94 | 1,247 | 300.64 | |||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 20,566 | 36.18 | 975 | 32.52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 12,357 | 586 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 102,039 | 4,857 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 55 | 175.00 | 3 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13,228 | 10.92 | 627 | 8.10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23,422 | 63.45 | 1,110 | 59.25 | ||||
| 2026-04-27 | 13F | Quantum Private Wealth, LLC | 7,000 | 40.00 | 332 | 36.21 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 11,000 | 25.71 | 521 | 19.22 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3,400 | 17.24 | 161 | 14.18 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5,845 | 277 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8,385 | 85.34 | 397 | 80.45 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 100 | 5 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 53,312 | 3,180.74 | 2,527 | 3,098.73 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11,873 | 563 | ||||||
| 2026-04-22 | 13F | Motco | 19 | 1 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1,117 | 53 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13,600 | 126.67 | 645 | 120.55 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 107,022 | 598.53 | 5,073 | 580.81 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6,327 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 454 | 52.86 | 22 | 50.00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 23,700 | 295.00 | 1,123 | 284.59 | |||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 29,507 | 14.17 | 1,399 | 11.13 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 16,460 | 8.80 | 780 | 5.98 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 9,868 | 8.21 | 468 | 5.42 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 58,477 | 349.79 | 2,983 | 371.99 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 7,287 | 345 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 63,438 | 162.47 | 3,007 | 155.61 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12,926 | 0.87 | 613 | -1.77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 563,915 | 45.36 | 26,730 | 41.54 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4,680 | 9.47 | 222 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5,082 | 19.41 | 241 | 15.94 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,901 | 35.50 | 90 | 32.35 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 500 | 24 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 18,192 | 334.18 | 862 | 324.63 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 164,206 | 0.52 | 7,783 | -2.13 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 25,835 | 320.77 | 1,225 | 310.74 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,377 | 30.89 | 65 | 27.45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,211 | 57 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 124,458 | 6.76 | 6,459 | 9.75 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12,889 | 95.52 | 1 | |||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 48,665 | 2,307 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 197 | 5.91 | 9 | 0.00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52,243 | 91.97 | 2,476 | 86.87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6,685 | 317 | ||||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 8,626 | 409 | ||||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 47,753 | 8.16 | 2,264 | 5.30 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 210 | 3.96 | 10 | 0.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6,779 | 34.85 | 321 | 31.56 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1,482 | 814.81 | 70 | 900.00 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 15,910 | 754 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 29,000 | 1.94 | 1,375 | -0.72 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 2,622 | 124 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 32,116 | 283.66 | 1,522 | 273.96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 84,092 | 44.47 | 3,986 | 40.66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 212 | 10 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 475 | 23 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 9,956 | 40.32 | 472 | 36.52 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5,566 | 291 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 15,485 | 734 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11,447 | 543 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 7,664 | 18.91 | 363 | 15.97 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 43,560 | 58.95 | 2,065 | 54.72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15,922 | 755 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 93,070 | 4,412 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 84 | 4 |
