Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AB Active ETFs, Inc. - AB Ultra Short Income ETF inkluderar Wedbush Securities Inc, Atlas Private Wealth Advisors, Kensington Asset Management, LLC, KAGCX - Kensington Dynamic Growth Fund Class C Shares, VestGen Advisors, LLC, Claro Advisors LLC, S.A. Mason LLC, och Colonial Trust Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 131 | 11,72 | 463 | 11,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106 901 | 16,14 | 5 416 | 16,25 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 675 | 85 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 804 | 243 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 353 | 119 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 100 131 | 5 073 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 450 | 256,00 | 225 | 257,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 426 479 | 8,93 | 173 585 | 9,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 506 870 | 9,66 | 25 678 | 9,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 419 | 0,87 | 275 | 1,11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 400 580 | 101,33 | 20 293 | 101,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 466 | 885 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 12 913 | 0,28 | 654 | 0,46 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 198 | 2,20 | 770 | 2,26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 178 833 | 5,23 | 9 060 | 5,34 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 100 131 | 5 073 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 186 192 | 9 432 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 77 249 | 10,60 | 3 899 | 10,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 476 | 0,70 | 632 | 0,80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 352 154 | 18 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 17 318 | 4,38 | 877 | 4,53 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 11 597 | 69,97 | 587 | 70,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 718 | 340 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 15 007 157 | 8,56 | 760 263 | 8,67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 26 034 | 13,84 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 221 518 | 29,19 | 11 225 | 29,31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 676 | 5,52 | 1 351 | 5,63 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 178 620 | 10,64 | 9 049 | 10,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 410 544 | 25,06 | 20 798 | 25,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 797 | 902 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 100 | 968 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 195 178 | 7,72 | 9 888 | 7,82 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 15 276 | 15,08 | 774 | 15,20 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 125 714 | 6 369 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 18 158 | 9,46 | 920 | 9,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 516 581 | 7,90 | 26 170 | 8,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 27 611 | 4,15 | 1 399 | 4,25 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 793 289 | 9 882,24 | 40 188 | 9 897,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51 881 | 1,45 | 2 628 | 1,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 594 | 103,79 | 638 | 104,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392 569 | 2,61 | 19 888 | 2,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 892 | 0,14 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 229 | 418,40 | 620 | 420,17 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 32 590 | 12,95 | 1 651 | 13,08 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 19 874 | 301,01 | 1 007 | 302,40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105 257 | 28,96 | 5 332 | 29,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27 917 | 3,54 | 1 408 | 3,15 |
