Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in American Century ETF Trust - Avantis Core Fixed Income ETF eröffnet haben, gehören Goldman Sachs Group Inc, Wealth Alliance Advisory Group, LLC, Vestmark Advisory Solutions, Inc., Clarity Asset Management, Inc., Secured Retirement Advisors, Llc, Action Point Financial Planning, Llc, Fifth Third Bancorp, 3 Factor Indexing, Llc, Visionary Horizons, LLC, Ameriprise Financial Inc, Triad Wealth Partners, LLC, Merit Financial Group, LLC, Beverly Hills Private Wealth, LLC, Freedom Financial Partners LLC, FSA Advisors, Inc., Albion Financial Group /ut, Abound Wealth Management, Hantz Financial Services, Inc., Rhl Group, Llc, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Buckingham Strategic Partners | 50.730 | 2.107 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 7.556 | 314 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 146.079 | 0,14 | 6.068 | -0,77 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 40.629 | 1.688 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.124 | 108,92 | 47 | 109,09 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 185.766 | 8,05 | 7.717 | 7,06 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 69.408 | 46,21 | 2.883 | 44,87 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 153.945 | 15,55 | 6.395 | 14,49 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 42 | 27,27 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 6.212 | 258 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 18.476 | 767 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 6.016 | 250 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 408 | 17 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 2.805 | 117 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 508.741 | 1,63 | 21.133 | 0,70 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 23.740 | 50,91 | 984 | 48,87 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 20.571 | 855 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10.131 | 421 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.044 | 7,97 | 334 | 7,05 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 52.767 | 0,84 | 2.192 | -0,09 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 197.719 | 14,20 | 8.289 | 118.300,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 23.821 | 92,76 | 986 | 90,35 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 21.431 | 22,74 | 897 | 22,71 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 231.514 | 1,55 | 9.617 | 0,63 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 6.281 | 261 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 60.203 | 5,87 | 2.501 | 4,87 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 353.037 | 26,82 | 14.665 | 25,66 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 228.684 | 56,30 | 9.500 | 54,88 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 781.349 | 185,54 | 32.457 | 182,95 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 9.011 | 3,35 | 375 | 2,74 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 87.365 | 17,69 | 3.629 | 16,61 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 29.211 | 489,88 | 1.213 | 485,99 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 8.714 | 18,04 | 362 | 16,83 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 996.640 | 1,89 | 41.400 | 0,96 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 799.615 | 3,70 | 33.216 | 2,75 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.362.193 | 45,70 | 57 | 43,59 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 1.531.531 | 3,88 | 63.850 | 2,99 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 100.851 | 4,09 | 4.189 | 3,15 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 607 | 0,66 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 66.295 | 2.754 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.958 | 829 | ||||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 182.141 | 7.566 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 10.901 | 453 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 140.692 | 3,37 | 5.844 | 2,44 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 93.930 | 14,48 | 3.902 | 13,43 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 26.666 | 20,26 | 1.108 | 19,16 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 132.785 | 11,22 | 5.516 | 10,19 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 20.815 | 122,91 | 865 | 120,97 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 20.854 | 866 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 99.901 | 8,21 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 29.726 | 74,43 | 1.235 | 72,83 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1.212.470 | 4,49 | 50.366 | 3,53 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 164.710 | 123,44 | 6.842 | 121,42 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 64.421 | 4,58 | 2.676 | 3,64 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 13.211 | 85,73 | 549 | 83,89 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19.117 | 64,65 | 787 | 61,93 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 76.997 | 3.198 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 573 | 1,42 | 24 | 4,35 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 64 | 3 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 6.565 | 11,74 | 273 | 10,57 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 28.466 | 9,22 | 1.192 | 9,07 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 187.221 | 26,08 | 7.777 | 24,93 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21.691 | 21,41 | 1 | |||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 15.761 | 655 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 564.832 | 6,63 | 23.463 | 5,66 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 24.378 | 45,74 | 1.013 | 44,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9.560 | 397 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 230.844 | 13,23 | 9.589 | 12,20 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 67.246 | 1,11 | 2.793 | -0,04 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 775.059 | 24,56 | 32.196 | 23,42 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 972.985 | 7,34 | 40.418 | 6,37 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 11.754 | 488 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.535.001 | 7,32 | 271.464 | 6,34 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.231 | 0 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 265.689 | 4,52 | 11.037 | 3,57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 55.518 | 9,98 | 2.306 | 8,98 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 30.007 | 40,04 | 1.246 | 38,75 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.535 | 39,50 | 147 | 37,74 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 186.022 | 18,45 | 7.727 | 17,36 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 9.595 | 21,97 | 399 | 20,97 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 151.511 | 34,10 | 6.294 | 32,88 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 87.741 | 6,51 | 3.645 | 5,53 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 10.658 | 7,50 | 443 | 6,51 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 38.732 | 0,49 | 1.609 | -0,43 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 32.091 | 2,37 | 1.333 | 1,45 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 552.565 | 3,82 | 22.954 | 2,87 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.879.519 | 5,87 | 78.075 | 4,90 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 182.226 | 3,95 | 7.570 | 2,99 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 29.245 | 1 | ||||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 593.902 | 9,91 | 24.670 | 8,90 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 329 | 14 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2.453 | 0,70 | 102 | -0,98 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9.368 | 68,34 | 389 | 66,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 67.629 | 17,88 | 2.809 | 16,80 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 271.782 | 4,63 | 11 | 10,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 17.483 | 648,74 | 733 | 646,94 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 104.369 | 4.335 | ||||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 773.308 | 9,86 | 32 | 10,34 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 634.134 | 14,87 | 26 | 13,04 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 77.887 | 0,78 | 3.235 | -0,12 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.506 | 6,74 | 270 | 5,88 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 51 | 2,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7.675 | 12,49 | 319 | 11,19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 108.363 | 17,65 | 4.501 | 149.933,33 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 27.004 | 124,38 | 1.122 | 122,42 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 509.320 | 22,13 | 21.157 | 21,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 497.767 | 13,48 | 20.677 | 12,03 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 35.441 | 5,32 | 1.472 | 4,40 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 40.341 | 1.676 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 18 | 1 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.929 | 80 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 332.974 | 13.832 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 99.485 | 1,65 | 4.133 | 0,71 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 10 | 0 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 174.440 | 6,78 | 7.246 | 5,80 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 25.490 | 124,40 | 1.059 | 122,27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 260.667 | 28,48 | 10.828 | 27,31 |
