Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF incluem DRW Securities, LLC, Balyasny Asset Management Llc, Wealth Quarterback LLC, SAM Advisors, LLC, Scotia Capital Inc., Change Path, LLC, Pentwater Capital Management LP, Total Clarity Wealth Management, Inc., Schonfeld Strategic Advisors LLC, Capital Planning Advisors, LLC, Merit Financial Group, LLC, Claudia M.p. Batlle, Crp (r) Llc, Flow Traders U.s. Llc, Independent Advisor Alliance, Creative Planning, Mercer Global Advisors Inc /adv, Accel Wealth Management, Chicago Partners Investment Group LLC, Millennium Management Llc, e Gerald Baker Financial Group LLC .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 112,097 | 425.83 | 2 | |||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 20,156 | 340 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 2,734 | 3.48 | 55 | 0.00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17,823 | 301 | ||||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 162,870 | 2,751 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5 | 0 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5 | 0 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 84,571 | 1,428 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 128,874 | 31.13 | 2,177 | 9.95 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 64,851 | 105.83 | 1,095 | 72.71 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5,636 | 66.45 | 95 | 39.71 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 40 | 1 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 | 0 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10,302 | 112.32 | 174 | 79.38 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10,276 | 0 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 12,280 | 207 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11,295 | 10.20 | 191 | -7.77 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 15,432 | 13.29 | 261 | -5.11 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 30,371 | 513 | ||||||
| 2026-05-19 | 13F | Financial Avengers, Inc. | 80 | 1 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 64,635 | 1,092 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12,107 | 228 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 30,800 | 520 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 36,803 | 5.31 | 622 | -11.66 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 17,200 | 70.30 | 291 | 42.86 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 13,620 | 230 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 16,285 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 372,181 | 132.31 | 6,286 | 94.85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 7,099 | 93.17 | 120 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3,205 | 65 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 25,231 | 426 | ||||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 19,223 | 0.67 | 325 | -15.62 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 553,700 | 9,352 | ||||||
| 2026-05-15 | 13F | Pentwater Capital Management LP | 46,000 | 777 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 517 | 98.08 | 9 | 60.00 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 17,339 | 293 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1,566 | 49.00 | 26 | 23.81 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40 | 1 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 22,618 | 39.55 | 382 | 17.18 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5,488 | 79.46 | 93 | 50.82 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 69,030 | 15.61 | 1,166 | -3.08 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 425 | 7 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7,796 | 23.73 | 132 | 3.97 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 750 | 13 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2,620 | 5,358.33 | 44 | |||||
| 2026-05-13 | 13F | DRW Securities, LLC | 825,032 | 13,935 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1,500 | 30 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 828 | 43.25 | 14 | 18.18 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 275 | 5 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 42,070 | 18.73 | 711 | -0.42 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14,001 | 236 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4,334 | 73 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 65,349 | 69.21 | 1,104 | 41.96 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 10,491 | 177 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14,318 | 242 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 35,624 | 10.47 | 602 | -7.40 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 369,499 | 73,947.90 | 6,241 | 62,300.00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46,724 | 3.59 | 789 | -13.11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14,956 | 253 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 14,364 | 26.06 | 243 | 5.68 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 535 | 114.00 | 9 | 80.00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 11,758 | 199 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10,100 | 171 | ||||||
| 2026-04-30 | 13F | Henson-Edgewater Management, LLC | 159,197 | 29.27 | 2,689 | 8.39 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 100 | 2 | ||||||
| 2026-04-29 | 13F | Ocean Capital Management, LLC | 10,073 | 170 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 448,656 | 7,578 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 500 | 8 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,502 | 46.25 | 25 | 25.00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5,276 | 1.05 | 89 | -15.24 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 38,752 | 185.89 | 655 | 140.44 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 38,300 | 647 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,250 | 8.70 | 21 | -8.70 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 28,780 | 59.00 | 486 | 33.52 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 476,605 | 29,595.02 | 8,050 | 25,053.13 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 19,632 | 332 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 10,240 | 173 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 231 | 131.00 | 4 | 50.00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 363,923 | 6,147 |
