Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in American Century ETF Trust - Avantis International Large Cap Value ETF eröffnet haben, gehören Summit Portfolio Management, LTD., Avidian Wealth Solutions, LLC, Telos Capital Management, Inc., Commerce Bank, Fifth Third Securities, Inc., HighPoint Advisor Group LLC, Maimon Wealth Management Ltd., Cerity Partners LLC, Signature Equity Partners, LLC, Embree Financial Group, WealthPlan Investment Management, LLC, Cascade Financial Partners, LLC, IF Advisors, LLC, Mosaic Family Wealth Partners, Llc, Summit Financial, LLC, Freestate Advisors LLC, Two Sigma Securities, Llc, Baker Tilly Financial, Llc, Aprio Wealth Management, LLC, und Western Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Vestment Financial LLC | 55.187 | 6,69 | 4.357 | 15,48 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.369 | 327 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 40.922 | 0,04 | 3.207 | 8,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.090 | 40,92 | 1.668 | 46,32 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 58.621 | 251,57 | 4.387 | 269,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 30 | 2 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4.766 | 29,76 | 357 | 36,40 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 5.400 | 404 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 3.199.324 | 22,46 | 239.405 | 28,65 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17.799 | 160,56 | 1.332 | 173,87 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 69 | 5 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 49.165 | 0,70 | 3.859 | 10,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 462 | 1,54 | 34 | 3,13 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 36.572 | 85,38 | 2.605 | 95,86 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 14.254 | 53,12 | 1.067 | 60,78 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 40.685 | 56,93 | 2.898 | 289.700,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 61.545 | 4,04 | 4.591 | 8,95 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 207.002 | 2,20 | 15.490 | 7,37 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 64.032 | 22,09 | 4.792 | 28,27 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3.689 | 276 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 14.045 | 0,13 | 1.104 | 4,55 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 16.202 | 0,14 | 1.212 | 5,21 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 3.190 | 1,59 | 239 | 6,73 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 350.105 | 39,35 | 25.358 | 41,70 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.428 | 2.510,75 | 182 | 2.916,67 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 142.719 | 3,54 | 11.171 | 12,50 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33.771 | 3,99 | 2.527 | 9,25 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 69.310 | 30,95 | 5.186 | 37,56 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.273 | 170 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.836 | 5,38 | 661 | 10,72 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 12.439 | 286,66 | 931 | 306,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5.518 | 33,22 | 413 | 40,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 11.084 | 39,77 | 829 | 46,99 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 70.886 | 5,16 | 5.304 | 10,48 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5.338 | 5.965,91 | 399 | 6.550,00 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 18.372 | 0,11 | 1.375 | 5,13 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.404 | 1.153 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 269.407 | 65,18 | 20.160 | 73,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 26.502 | 26,59 | 1.983 | 33,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 16.758 | 35,11 | 1.254 | 41,90 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.121 | 115,58 | 84 | 124,32 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 35.069 | 14,95 | 2.624 | 20,75 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19.276 | 1.442 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 142.297 | 8,85 | 10.648 | 14,36 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 6.424 | 368,22 | 481 | 394,85 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.671 | 167.000,00 | 125 | |||||
| 2026-05-29 | 13F | Keel Point, LLC | 9.107 | 35,93 | 682 | 42,77 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 141.018 | 9,58 | 10.552 | 117.144,44 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 11.210 | 117,92 | 839 | 128,96 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 4.164 | 312 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 35.510 | 10,53 | 2.657 | 16,13 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 849 | 64 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 9.527 | 2,51 | 713 | 6,43 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.505 | 636 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 3.406 | 255 | ||||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 88.019 | 5,69 | 6.586 | 11,02 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14.947 | 197,33 | 1 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.059 | 79 | ||||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 77.336 | 12,72 | 5.787 | 18,42 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 11.505 | 1,05 | 861 | 6,17 | ||||
| 2026-05-11 | 13F | Commerce Bank | 49.162 | 3.679 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 26.368 | 20,05 | 1.973 | 26,15 | ||||
| 2026-05-05 | 13F | UBS Group AG | 297 | 890,00 | 22 | 1.000,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 111.116 | 465,19 | 8.315 | 493,86 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 31.492 | 0,48 | 2.357 | 5,56 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11.317 | 12,27 | 847 | 17,83 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 73.410 | 4,85 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 119.374 | 6,22 | 8.933 | 11,58 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 16.200 | 1.212 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 100.464 | 0,22 | 7.518 | 5,28 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.375 | 253 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.580 | 268 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 20.830 | 1.559 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 26.550 | 8,87 | 1.987 | 14,34 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 61.770 | 12,55 | 4.622 | 8,57 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 60.276 | 7,47 | 4.510 | 12,92 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 22.993 | 6,61 | 1.721 | 11,98 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 71.735 | 5.368 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.100 | 82 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 274.615 | 65,18 | 20.550 | 73,54 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 8.371 | 626 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 499.116 | 2,24 | 37.349 | 7,41 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 11.063 | 0,12 | 828 | 5,08 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 303.419 | 4,55 | 22.701 | 9,82 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 10.426 | 757 | ||||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 27.335 | 4,21 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 120.142 | 1,37 | 8.990 | 6,49 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 111.290 | 8.328 | ||||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 118.775 | 1,63 | 8.888 | 6,76 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 82.083 | 6.142 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 123.633 | 26,82 | 9.251 | 32,65 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13.153 | 5,41 | 984 | 10,81 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 61.532 | 28,91 | 4.604 | 30,94 | ||||
| 2026-05-15 | 13F | Fmr Llc | 460 | 34 | ||||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 47.591 | 172,96 | 3.561 | 186,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.706 | 277 | ||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 4.229 | 316 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 35.945 | 2.690 | ||||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 2.982 | 223 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 19.795 | 19,71 | 1.481 | 25,83 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 20.920 | 31,57 | 1.565 | 38,25 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 580.522 | 7,21 | 43.440 | 12,62 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 3.052 | 0,10 | 228 | 5,07 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 28.370 | 176,48 | 2 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.755 | 206 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 16.560 | 14,18 | 1.239 | 19,94 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 7.490 | 12,09 | 560 | 17,89 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 7.515 | 18,33 | 562 | 24,34 |
