Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis International Large Cap Value ETF inkluderar AlphaCore Capital LLC, Raymond James Financial Inc, Keb Asset Management, Llc, Burk Holdings LLC, Satovsky Asset Management Llc, Zhang Financial LLC, Warren Averett Asset Management, LLC, Betterment LLC, Financial Partners Group, Inc, Sterneck Capital Management, LLC, CENTRAL TRUST Co, EverSource Wealth Advisors, LLC, och Pnc Financial Services Group, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 283 748 | 105,70 | 17 659 | 125,88 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 478 524 | 10,47 | 29 525 | 21,86 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 19 901 | 1,29 | 1 239 | 11,23 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 20 969 | 0,64 | 1 305 | 10,59 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 95 950 | 13,88 | 6 008 | 40,64 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 492 586 | 8,76 | 30 393 | 19,97 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 20 100 | 7,89 | 1 251 | 18,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 127 501 | 108,05 | 7 935 | 128,48 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 63 104 | 0,62 | 3 927 | 10,50 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10 908 | 1,61 | 679 | 11,51 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 207 757 | 1,75 | 12 930 | 11,73 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 8 964 | 558 | ||||||
| 2025-08-08 | 13F | Creative Planning | 33 899 | 0,05 | 2 110 | 9,84 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 8 057 | 501 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 890 | 118 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 99 209 | 0,82 | 6 174 | 10,70 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 30 | 2 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15 947 | 1,83 | 992 | 11,84 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 974 | 13,41 | 513 | 28,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 425 | 18,79 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 4 179 | 0 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 51 656 | 12,08 | 3 215 | 23,05 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 23 121 | 11,36 | 1 439 | 22,28 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 23 877 | 147,79 | 1 486 | 171,98 | ||||
| 2025-07-28 | NP | AVNV - Avantis All International Markets Value ETF | 271 183 | 661,77 | 16 732 | 740,33 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 189 173 | 35,47 | 11 774 | 45,48 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 41 866 | 27,48 | 2 606 | 39,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 220 | 10,78 | 325 | 21,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 141 107 | 122,77 | 8 761 | 142,08 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 669 | 0,59 | 415 | 10,67 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5 654 | 352 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 57 275 | 18,16 | 3 565 | 29,74 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 184 | 45,28 | 821 | 59,53 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 160 875 | 13,47 | 10 012 | 24,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 669 | 851 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 081 | 7,54 | 254 | 17,67 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 984 | 9,38 | 435 | 20,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 734 | 544 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 60 780 | 7,41 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 24 358 | 1 516 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 176 | 22,36 | 509 | 34,39 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 15 245 | 0,47 | 949 | 10,36 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 91 349 | 3,66 | 5 685 | 13,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 741 | 46 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 551 | 104,07 | 34 | 126,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 103 | 836,36 | 6 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33 324 | 14,06 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 736 | 233 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 4 644 | 2,74 | 289 | 12,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99 246 | 29,94 | 6 177 | 42,67 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 9 736 | 606 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 13 825 | 1,81 | 871 | 15,06 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 48 325 | 1,98 | 3 008 | 11,99 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 18 750 | 114,68 | 1 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 336 | 1,25 | 954 | 11,19 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 4 078 | 21,15 | 254 | 33,16 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 280 322 | 2,58 | 17 446 | 12,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 58 724 | 1 517,74 | 3 655 | 1 682,44 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 3 674 | 229 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 250 568 | 7,86 | 15 594 | 18,44 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 835 | 301 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 3 254 | 203 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 11 713 | 8,42 | 729 | 18,95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 53 | 3 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 468 898 | 2,78 | 29 182 | 12,86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 640 | 40 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 2 126 943 | 54,81 | 132 370 | 69,98 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 11 522 | 76,04 | 727 | 94,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 633 | 95,85 | 854 | 116,50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 433 163 | 148,24 | 26 958 | 172,57 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 40 669 | 47,48 | 2 563 | 70,41 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 45 390 | 4,69 | 2 838 | 15,23 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 96 668 | 8,74 | 6 016 | 17,50 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 54 351 | 11,38 | 3 383 | 37,87 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5 069 | 35,53 | 316 | 49,29 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 101 255 | 23,72 | 6 302 | 35,86 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 234 500 | 28,33 | 14 594 | 40,91 | ||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 1 000 479 | 170,61 | 61 730 | 198,53 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 119 335 | 2,33 | 7 427 | 12,36 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 74 641 | 1,65 | 4 645 | 11,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 267 344 | 609,25 | 16 638 | 678,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 369 | 248,40 | 210 | 287,04 |
