Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Responsible U.S. Equity ETF inkluderar EP Wealth Advisors, Inc., Beacon Pointe Advisors, LLC, Indivisible Partners, Sanchez Levi Garrett, och Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 764 | 116,46 | 3 309 | 109,83 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3 664 | 271 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 011 | 0,20 | 75 | −2,63 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 4 839 | 1,11 | 358 | −2,19 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 21 006 | 373,86 | 1 568 | 363,91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 37 506 | 16,36 | 2 773 | 12,73 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1 292 915 | 95 592 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 3 057 | 226 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 29 101 | 9,79 | 2 151 | 6,38 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 151 038 | 10,45 | 11 165 | 7,02 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 5 231 | 0,13 | 387 | −3,02 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 1 655 | 92,67 | 122 | 87,69 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4 050 | 2,20 | 299 | −0,99 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 4 878 | 0,23 | 361 | −2,96 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 109 404 | 1,54 | 8 088 | −1,63 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9 600 | 710 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 703 | 6,68 | 52 | 2,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3 632 | 268 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9 221 | 0,71 | 682 | −2,44 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 15 590 | 0,57 | 1 323 | 9,17 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 19 366 | 3,81 | 1 432 | 0,56 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 549 | 1,48 | 41 | −2,44 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2 374 | 7,47 | 175 | 4,17 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 024 | 6,98 | 150 | 3,47 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 14 204 | 2,33 | 1 050 | −0,85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 184 748 | 20,56 | 13 657 | 16,82 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 21 059 | 7,79 | 1 557 | 4,43 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 034 | 74 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 33 080 | 0,03 | 2 445 | −3,09 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 11 581 | 2,82 | 856 | −0,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 21 618 | 158,31 | 1 598 | 150,47 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 26 722 | 12,83 | 1 975 | 9,30 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3 107 | 230 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 35 190 | 8,71 | 2 601 | 5,35 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 21 730 | 10,79 | 1 606 | 7,35 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37 617 | 2 781 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 4 832 | 4,61 | 357 | 1,42 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 361 | 27 | ||||||
| 2026-05-01 | 13F | Vestment Financial LLC | 26 459 | 9,43 | 2 158 | 13,59 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 43 195 | 2,40 | 3 193 | −0,78 |
