Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em American Century ETF Trust - Avantis Responsible U.S. Equity ETF incluem EP Wealth Advisors, Inc., Beacon Pointe Advisors, LLC, Indivisible Partners, Sanchez Levi Garrett, e Allworth Financial LP .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44,764 | 116.46 | 3,309 | 109.83 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3,664 | 271 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1,011 | 0.20 | 75 | -2.63 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 4,839 | 1.11 | 358 | -2.19 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 21,006 | 373.86 | 1,568 | 363.91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 37,506 | 16.36 | 2,773 | 12.73 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1,292,915 | 95,592 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 3,057 | 226 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 29,101 | 9.79 | 2,151 | 6.38 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 151,038 | 10.45 | 11,165 | 7.02 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 5,231 | 0.13 | 387 | -3.02 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 1,655 | 92.67 | 122 | 87.69 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4,050 | 2.20 | 299 | -0.99 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 4,878 | 0.23 | 361 | -2.96 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 109,404 | 1.54 | 8,088 | -1.63 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9,600 | 710 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 703 | 6.68 | 52 | 2.00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3,632 | 268 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9,221 | 0.71 | 682 | -2.44 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 15,590 | 0.57 | 1,323 | 9.17 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 19,366 | 3.81 | 1,432 | 0.56 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 549 | 1.48 | 41 | -2.44 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2,374 | 7.47 | 175 | 4.17 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2,024 | 6.98 | 150 | 3.47 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 14,204 | 2.33 | 1,050 | -0.85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 184,748 | 20.56 | 13,657 | 16.82 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 21,059 | 7.79 | 1,557 | 4.43 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,034 | 74 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 33,080 | 0.03 | 2,445 | -3.09 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 11,581 | 2.82 | 856 | -0.35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 21,618 | 158.31 | 1,598 | 150.47 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 26,722 | 12.83 | 1,975 | 9.30 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3,107 | 230 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 35,190 | 8.71 | 2,601 | 5.35 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 21,730 | 10.79 | 1,606 | 7.35 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37,617 | 2,781 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 4,832 | 4.61 | 357 | 1.42 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 361 | 27 | ||||||
| 2026-05-01 | 13F | Vestment Financial LLC | 26,459 | 9.43 | 2,158 | 13.59 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 43,195 | 2.40 | 3,193 | -0.78 |
