Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Small Cap Equity ETF inkluderar Ridgeline Wealth, LLC, Global Strategic Investment Solutions, LLC, Acropolis Investment Management, LLC, Kavar Capital Partners Group, Llc, Maia Wealth LLC, Mendota Financial Group, LLC, Claris Advisors, Llc / Mo /, Avantax Planning Partners, Inc., Flow Traders U.s. Llc, Apeiron RIA LLC, Destination Wealth Management, SC&H Financial Advisors, Inc., HighTower Advisors, LLC, McElhenny Sheffield Capital Management, LLC, Evolution Wealth Management Inc., Fortitude Family Office, LLC, Exchange Traded Concepts, Llc, AdvisorNet Financial, Inc, och Hurley Capital, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 039 | 235,16 | 54 | 253,33 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 615 | 83 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 100 376 | 2,81 | 5 176 | 9,54 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 29 250 | 53,13 | 1 508 | 63,20 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 61 866 | 5,49 | 3 190 | 12,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 713 | 89,28 | 88 | 104,65 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 421 028 | 111,86 | 21 712 | 125,74 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9 214 | 10,04 | 475 | 17,28 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 64 202 | 3 311 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 32 968 | 6,20 | 1 700 | 13,18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 141 | 7 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 19 774 | 719,48 | 1 020 | 778,45 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 710 | 0,02 | 449 | 6,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 027 | 100,58 | 878 | 114,15 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 697 | 4,89 | 809 | 11,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 992 | 5,84 | 155 | 12,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 681 | 35 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 515 423 | 2,82 | 181 290 | 9,56 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 235 | 12 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 45 745 | 2 359 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 690 | 37,84 | 397 | 46,67 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 105 753 | 8,63 | 5 454 | 15,75 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 335 717 | 10,37 | 16 581 | 5,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 64 720 | 271,72 | 3 338 | 296,32 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 51 608 | 7,70 | 2 661 | 14,75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70 767 | 13,37 | 3 649 | 20,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 170 | 9 | ||||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 82 389 | 256,93 | 4 249 | 280,30 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16 646 | 115,73 | 858 | 130,03 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 21 430 | 28,35 | 1 130 | 39,85 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 18 714 | 965 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 47 601 | 2 455 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 485 | 25 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 30 550 | 5,21 | 1 575 | 12,10 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 262 159 | 14,80 | 13 520 | 22,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 056 415 | 9,48 | 54 479 | 16,65 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 13 068 | 100 423,08 | 674 | 3,22 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 560 988 | 0,99 | 28 930 | 7,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 123 199 | 22,16 | 6 353 | 30,16 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 468 157 | 19,91 | 24 | 33,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 677 | 86 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 125 095 | 3,33 | 6 451 | 10,10 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 20 908 | 1 078 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 52 612 | 85,36 | 2 713 | 97,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 042 | 1 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 10 100 | 5,32 | 521 | 12,07 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 60 957 | 4,65 | 3 342 | 21,89 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 290 | 226 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 045 | 153,09 | 105 | 169,23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15 471 | 798 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 5 628 | 0,16 | 290 | 7,01 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 14 538 | 32,03 | 750 | 40,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 30 836 | 1 383,93 | 1 590 | 1 490,00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 28 863 | 118,10 | 1 488 | 132,50 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16 580 | 855 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 27 782 | 7,30 | 1 433 | 14,29 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 319 | 5,09 | 446 | 20,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 458 814 | 8,67 | 23 661 | 15,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 629 | 11,89 | 239 | 19,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 892 | 9,82 | 665 | 16,90 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 139 517 | 9,49 | 12 710 | 14,43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 22 259 | 1,97 | 1 148 | 8,62 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 268 275 | 3,99 | 13 835 | 10,80 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 110 | 0,02 | 264 | 6,48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72 378 | 14,68 | 4 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 969 | 111,17 | 153 | 125,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 362 | 201,67 | 19 | 260,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8 928 | 460 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 44 416 | 21,62 | 2 291 | 29,75 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 10 918 | 90,01 | 563 | 102,52 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 122 148 | 316,05 | 6 299 | 343,59 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 059 | 0,35 | 416 | 6,96 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 225 | 0,36 | 1 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 5 846 | 301 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181 846 | 6,25 | 9 378 | 13,21 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 050 | 26,35 | 1 498 | 34,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35 803 | 33,80 | 1 846 | 42,55 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63 155 | 3,11 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 250 786 | 2,90 | 12 933 | 9,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 | 41 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40 765 | 37,15 | 2 102 | 46,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17 512 | 17,88 | 903 | 25,59 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 738 987 | 8,80 | 708 520 | 15,93 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 24 177 | 0,70 | 1 247 | 7,23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 466 122 | 24,17 | 24 038 | 32,30 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 24 127 | 27,35 | 1 244 | 35,66 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 | 2 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19 210 | 311,35 | 991 | 338,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12 591 513 | 9,73 | 649 344 | 16,92 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 43 032 | 2 219 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32 668 | 20,41 | 1 685 | 28,26 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 66 326 | 8,96 | 3 420 | 16,09 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 3 653 | 340 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 194 578 | 17,67 | 10 034 | 25,38 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 349 401 | 7,85 | 18 019 | 14,91 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 827 779 | 20,16 | 75 502 | 25,72 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 34 545 | 7,76 | 1 926 | 24,02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 278 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 617 070 | 271,29 | 31 822 | 295,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194 290 | 10 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4 486 | 231 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 048 | 209 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 13 872 | 715 |
