Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em American Century ETF Trust - Avantis Short-Term Fixed Income ETF incluem Heritage Oak Wealth Advisors Llc, Atria Investments Llc, Global View Capital Management LLC, Goldman Sachs Group Inc, United Advisor Group, LLC, VisionPoint Advisory Group, LLC, Virtue Capital Management, LLC, IFP Advisors, Inc, Bank of New York Mellon Corp, Smartleaf Asset Management LLC, Private Advisor Group, LLC, Brinker Capital Investments, LLC, Hutchens & Kramer Investment Management Group, LLC, Swmg, Llc, Legacy Wealth Partners, LLC, Fulcrum Equity Management, GeoWealth Management, LLC, RFG Advisory, LLC, World Equity Group, Inc., e Kingswood Wealth Advisors, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Atria Investments Llc | 138,863 | 6,499 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 29,211 | 1,367 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 59,698 | 21.88 | 3 | 0.00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 52,440 | 18.79 | 2,454 | 18.09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 63 | 3 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 33,632 | 1,574 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12,340 | 578 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 19,907 | 932 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 93,028 | 1.60 | 4,354 | 0.97 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 270,922 | 13 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 59,559 | 57.33 | 2,787 | 56.40 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7,378 | 345 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 177,514 | 17.73 | 8,308 | 17.02 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 19,437 | 910 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74,212 | 6.50 | 3,473 | 5.85 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5,633 | 264 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 53,409 | 432.17 | 2,500 | 429.45 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 21,125 | 989 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 154,877 | 7,248 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 21,462 | 1,004 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 46 | 2 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 27,157 | 1,268 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 68,271 | 4.02 | 3,195 | 3.40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 247 | 12 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 25,405 | 1,187 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 60,784 | 12.58 | 2,862 | 143,000.00 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 45,404 | 0.25 | 2,125 | -0.38 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 83,429 | 2.16 | 3,904 | 1.53 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 55,409 | 2,593 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 4,768 | 7.51 | 223 | 7.21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 779 | 36 | ||||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 851,252 | 14.96 | 39,839 | 14.26 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 89,394 | 77.07 | 4,184 | 75.98 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4,388 | 205 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 28,823 | 47.71 | 1,349 | 46.84 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11,039 | 517 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 1,685 | 79 | ||||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 205,258 | 5.82 | 9,606 | 5.19 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1,955,930 | 91,557 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8,963 | 0.41 | 420 | -0.24 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 180,922 | 8,467 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 130,082 | 9.21 | 6,088 | 8.54 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,694 | 142.05 | 126 | 142.31 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 79,380 | 7.01 | 3,707 | 6.16 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 658,767 | 34.75 | 30,830 | 33.94 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 88 | 4 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 1,355,906 | 0.99 | 63,439 | 0.25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 883,281 | 534.20 | 41,338 | 530.43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5,877 | 275 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 5,394 | 252 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3,420 | 41.38 | 159 | 40.71 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 191,720 | 7.05 | 9 | 0.00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 202,236 | 9,465 | ||||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 60,810 | 22.50 | 2,846 | 21.74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 163,583 | 2.39 | 7,656 | 1.77 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 12,061 | 564 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 14,973 | 701 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 9,040 | 7.10 | 423 | 6.55 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5,744 | 0 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 541 | 0.74 | 25 | 0.00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 233,395 | 376.05 | 10,923 | 373.22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 99 | 9,800.00 | 5 | |||||
| 2026-04-22 | 13F | Lam Group, Inc. | 85 | 4 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 731,683 | 9.84 | 34,243 | 9.18 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10,032 | 0.12 | 469 | -0.42 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6,903 | 323 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 65,649 | 3,072 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 17,107 | 801 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 63,003 | 4.52 | 2,949 | 3.88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25,405 | 1,189 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1,649 | 77 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 44,999 | 2,106 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 10,492 | 8.47 | 491 | 7.91 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 50,578 | 6.71 | 2,367 | 6.10 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 26,174 | 1,225 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 25,495 | 1,193 |
