Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em AB Active ETFs, Inc. - AB Ultra Short Income ETF incluem 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, e Trust Co Of Vermont .
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.
Upgrade para desbloquear dados premium.
| 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 | 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 |
