Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în American Century ETF Trust - Avantis All Equity Markets ETF includ Ieq Capital, Llc, Change Path, LLC, Independent Advisor Alliance, HighTower Advisors, LLC, Diversify Wealth Management, Llc, Aspen Capital Management, LLC, Vanguard Advisers Inc, Burk Holdings LLC, și Hantz Financial Services, Inc. .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.774 | 420 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 108.276 | 1.229,36 | 9.530 | 1.263,38 | ||||
| 2026-05-05 | 13F | UBS Group AG | 100 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.960 | 23,66 | 173 | 27,21 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 27.940 | 0,22 | 2.459 | 2,67 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2.672 | 6,62 | 235 | 9,30 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 3.863 | 14,66 | 340 | 17,65 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.871 | 2,35 | 253 | 5,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 73.563 | 5,21 | 6.475 | 7,79 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 12.756 | 0,43 | 1.123 | 2,84 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.145 | 9,57 | 101 | 12,36 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 8.227 | 19,30 | 724 | 22,30 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 7.935 | 11,07 | 698 | 13,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.909 | 274 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.344 | 3,76 | 558 | 4,10 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 2.298 | 9,69 | 202 | 12,85 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 32.474 | 7,04 | 2.858 | 9,67 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 733 | 2,23 | 65 | 4,92 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.836 | 43,57 | 845 | 43,71 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11.109 | 16,39 | 1.024 | 24,91 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1.606 | 31,75 | 141 | 35,58 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 36.076 | 23,76 | 3.175 | 18,07 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.956 | 2,32 | 260 | 4,84 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 64.701 | 2,66 | 5.558 | 111.060,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 9.919 | 5,50 | 873 | 8,18 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 86.197 | 26,27 | 7.587 | 29,38 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 8.933 | 2,21 | 786 | 4,80 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 33.521 | 11,31 | 2.951 | 14,03 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 2.835 | 19,57 | 250 | 22,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 11.727 | 11,71 | 1.032 | 14,54 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 141 | 0,71 | 12 | 9,09 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 5.316 | 12,53 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 9.539 | 0,14 | 840 | 2,57 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 3.953 | 23,03 | 348 | 25,72 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 100.131 | 8.814 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 30.186 | 8,99 | 2.657 | 11,64 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30.686 | 7,83 | 2.701 | 10,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.222 | 13,29 | 548 | 16,14 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 87 | 2,35 | 8 | 0,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 3.290 | 11,71 | 290 | 14,23 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 220 | 19 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 38.163 | 3,27 | 3.359 | 5,83 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 89.653 | 16,36 | 7.891 | 19,24 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.227 | 6,55 | 372 | 9,41 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 19.350 | 21,71 | 1.703 | 24,76 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 5.515 | 4,97 | 485 | 7,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8.946 | 787 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5.825 | 22,17 | 513 | 25,18 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 4.325 | 25,84 | 381 | 28,81 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 7.086 | 57,26 | 624 | 60,98 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 56.829 | 1,71 | 5.002 | 4,19 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.444 | 0,21 | 127 | 3,25 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 43.094 | 6,17 | 3.793 | 8,81 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 53.059 | 2,75 | 4.670 | 5,28 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 47 | 4 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 29.062 | 0,54 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 37.528 | 3.303 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.190 | 2,59 | 105 | 5,05 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 86.746 | 14,02 | 7.635 | 16,81 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 4.234 | 15,71 | 0 | |||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 7.365 | 14,90 | 1 | |||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 32.207 | 3,37 | 2.835 | 5,90 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 21.260 | 1,05 | 1.871 | 187.000,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.520 | 4,22 | 926 | 6,69 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 17.345 | 13,55 | 1.527 | 16,31 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 466 | 10,95 | 41 | 13,89 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4.723 | 19,60 | 416 | 22,42 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 108.447 | 4,48 | 9.546 | 7,04 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.932 | 53,64 | 454 | 59,86 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 18.073 | 3,52 | 1.591 | 6,07 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 110 | 0,92 | 10 | 0,00 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 6.456 | 11,06 | 568 | 13,83 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 6.825 | 5,60 | 601 | 8,11 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.320 | 0,82 | 380 | 3,26 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 73.672 | 17,28 | 6.485 | 20,16 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 15.872 | 55,41 | 1.397 | 59,29 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 12.991 | 4,20 | 1.143 | 6,72 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34.659 | 3.051 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 7.695 | 7,83 | 677 | 10,44 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 20.839 | 48,84 | 1.834 | 52,58 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.336 | 206 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 278.601 | 19,72 | 24.522 | 22,67 |
