Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Short-Term Fixed Income ETF inkluderar Heritage Oak Wealth Advisors Llc, Atria Investments Llc, Global View Capital Management LLC, Goldman Sachs Group Inc, United Advisor Group, LLC, VisionPoint Advisory Group, LLC, Virtue Capital Management, LLC, IFP Advisors, Inc, Bank of New York Mellon Corp, Smartleaf Asset Management LLC, Private Advisor Group, LLC, Brinker Capital Investments, LLC, Hutchens & Kramer Investment Management Group, LLC, Swmg, Llc, Legacy Wealth Partners, LLC, Fulcrum Equity Management, GeoWealth Management, LLC, RFG Advisory, LLC, World Equity Group, Inc., och Kingswood Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Atria Investments Llc | 138 863 | 6 499 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 29 211 | 1 367 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 59 698 | 21,88 | 3 | 0,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 52 440 | 18,79 | 2 454 | 18,09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 63 | 3 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 33 632 | 1 574 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12 340 | 578 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 19 907 | 932 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 93 028 | 1,60 | 4 354 | 0,97 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 270 922 | 13 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 59 559 | 57,33 | 2 787 | 56,40 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7 378 | 345 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 177 514 | 17,73 | 8 308 | 17,02 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 19 437 | 910 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74 212 | 6,50 | 3 473 | 5,85 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5 633 | 264 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 53 409 | 432,17 | 2 500 | 429,45 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 21 125 | 989 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 154 877 | 7 248 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 21 462 | 1 004 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 46 | 2 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 27 157 | 1 268 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 68 271 | 4,02 | 3 195 | 3,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 247 | 12 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 25 405 | 1 187 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 60 784 | 12,58 | 2 862 | 143 000,00 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 45 404 | 0,25 | 2 125 | −0,38 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 83 429 | 2,16 | 3 904 | 1,53 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 55 409 | 2 593 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 4 768 | 7,51 | 223 | 7,21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 779 | 36 | ||||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 851 252 | 14,96 | 39 839 | 14,26 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 89 394 | 77,07 | 4 184 | 75,98 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4 388 | 205 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 28 823 | 47,71 | 1 349 | 46,84 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 039 | 517 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 1 685 | 79 | ||||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 205 258 | 5,82 | 9 606 | 5,19 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1 955 930 | 91 557 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8 963 | 0,41 | 420 | −0,24 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 180 922 | 8 467 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 130 082 | 9,21 | 6 088 | 8,54 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 694 | 142,05 | 126 | 142,31 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 79 380 | 7,01 | 3 707 | 6,16 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 658 767 | 34,75 | 30 830 | 33,94 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 88 | 4 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 1 355 906 | 0,99 | 63 439 | 0,25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 883 281 | 534,20 | 41 338 | 530,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 877 | 275 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 5 394 | 252 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 420 | 41,38 | 159 | 40,71 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 191 720 | 7,05 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 202 236 | 9 465 | ||||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 60 810 | 22,50 | 2 846 | 21,74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 163 583 | 2,39 | 7 656 | 1,77 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 12 061 | 564 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 14 973 | 701 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 9 040 | 7,10 | 423 | 6,55 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5 744 | 0 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 541 | 0,74 | 25 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 233 395 | 376,05 | 10 923 | 373,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 99 | 9 800,00 | 5 | |||||
| 2026-04-22 | 13F | Lam Group, Inc. | 85 | 4 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 731 683 | 9,84 | 34 243 | 9,18 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10 032 | 0,12 | 469 | −0,42 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6 903 | 323 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 65 649 | 3 072 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 17 107 | 801 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 63 003 | 4,52 | 2 949 | 3,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25 405 | 1 189 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 649 | 77 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 44 999 | 2 106 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 10 492 | 8,47 | 491 | 7,91 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 50 578 | 6,71 | 2 367 | 6,10 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 26 174 | 1 225 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 25 495 | 1 193 |
