Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AB Active ETFs, Inc. - AB Ultra Short Income ETF inkluderar Cooper Financial Group, Global Retirement Partners, LLC, Wiley Bros.-aintree Capital, Llc, Arkadios Wealth Advisors, Tortuga Wealth Management, Inc, Fifth Third Bancorp, Jones Financial Companies Lllp, AE Wealth Management LLC, och Trust Co Of Vermont .
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 | Wiley Bros.-aintree Capital, Llc | 17 553 | 886 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 11 893 | 600 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 60 750 | 3 067 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 007 316 | 5,32 | 50 844 | 5,31 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 93 710 | 13,69 | 4 715 | 13,32 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 5 119 | 1,73 | 258 | 1,18 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5 450 | 9,55 | 275 | 9,56 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 21 845 | 57,49 | 1 103 | 57,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 299 | 1,01 | 15 | 7,14 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 28 258 | 48,37 | 1 426 | 48,39 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 279 | 468 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 104 | 5 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 720 | 592 | ||||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 719 794 | 39,60 | 36 332 | 39,01 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 48 498 | 0,25 | 2 448 | 0,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 440 | 21,45 | 476 | 21,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 655 | 184 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 517 | 0,84 | 278 | 0,72 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123 734 | 2,85 | 6 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 9 026 | 4,07 | 456 | 3,64 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 136 282 | 395,10 | 6 879 | 395,18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 235 501 | 343,96 | 11 887 | 344,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 248 072 | 3,82 | 163 946 | 3,81 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 211 | 61 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 13 627 | 0,23 | 688 | 0,15 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 512 | 127 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 64 852 | 3 273 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 278 824 | 15,96 | 14 074 | 15,95 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 10 122 | 45,45 | 511 | 45,30 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 310 368 | 2,76 | 15 666 | 2,75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26 164 | 28,96 | 1 321 | 28,91 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 679 751 | 61,30 | 34 310 | 61,28 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 10 293 | 20,78 | 520 | 20,70 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 642 | 739 | ||||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 26 075 | 0,71 | 1 316 | 0,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 179 927 | 14,65 | 9 082 | 14,66 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7 904 | 0,47 | 399 | 0,25 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1 445 | 0,49 | 73 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11 653 | 52,63 | 588 | 52,73 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 396 | 20 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47 691 | 2,54 | 2 407 | 2,56 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 30 024 | 58,13 | 1 516 | 57,48 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 7 483 | 24,99 | 378 | 24,83 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 191 791 | 151,08 | 9 682 | 150,16 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 2 523 | 7,22 | 127 | 7,63 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 252 961 | 0,81 | 12 768 | 0,81 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 953 584 | 6,86 | 48 132 | 6,85 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19 700 | 29,61 | 994 | 29,60 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 77 283 | 0,99 | 3 901 | 0,98 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 155 454 | 2,56 | 7 847 | 2,55 |
