Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - American Century Diversified Municipal Bond ETF inkluderar Midwestern Financial, LLC /IA, Savvy Advisors, Inc., Atomi Financial Group, Inc., Integrated Wealth Concepts LLC, Barnes Wealth Management Group, Inc, och O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 127 | 202 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4 160 | 204 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 56 673 | 2 063,92 | 2 773 | 2 048,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 693 | 31,45 | 670 | 29,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28 695 | 0,81 | 1 404 | −0,28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 585 | 0,89 | 322 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 83 646 | 34,78 | 4 093 | 33,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 667 146 | 21,09 | 32 643 | 19,75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 58 680 | 0,46 | 2 871 | −0,66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 16 400 | 5,13 | 802 | 4,02 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4 582 | 6,11 | 224 | 5,16 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22 111 | 20,56 | 1 082 | 19,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 131 549 | 19,88 | 6 437 | 18,55 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12 370 | 0,92 | 605 | −0,17 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 59 609 | 2 949 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 31 381 | 7,60 | 1 535 | 6,38 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 20 131 | 3,35 | 985 | 2,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 133 069 | 13,44 | 104 371 | 12,18 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 25 155 | 1 231 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 5 379 | 4,89 | 263 | 2,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 457 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 17 734 | 5,99 | 868 | 4,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 501 | 104,00 | 905 | 102,01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 113 495 | 5,08 | 5 553 | 3,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 561 | 60,19 | 1 251 | 58,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 118 253 | 6,87 | 5 786 | 5,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 704 | 279 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 87 | 4 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 235 | 843 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15 209 | 0,28 | 739 | −1,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 122 940 | 3,90 | 55 | 1,89 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32 953 | 10,47 | 1 598 | 10,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 164 077 | 0,58 | 8 028 | −0,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 333 | 1 497,95 | 114 | 1 528,57 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 011 | 6,96 | 441 | 5,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 118 840 | 1 342,76 | 5 815 | 1 328,50 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 13 928 | 17,74 | 689 | 16,19 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 30 058 | 25,88 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 319 153 | 477,37 | 15 616 | 470,97 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 171 | 47,82 | 449 | 46,41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 291 | 259 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 136 643 | 17,25 | 6 686 | 15,94 |
