Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in American Century ETF Trust - Avantis All Equity Markets ETF includono Ieq Capital, Llc, Change Path, LLC, Independent Advisor Alliance, HighTower Advisors, LLC, Diversify Wealth Management, Llc, Aspen Capital Management, LLC, Vanguard Advisers Inc, Burk Holdings LLC, e Hantz Financial Services, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.774 | 420 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 108.276 | 1.229,36 | 9.530 | 1.263,38 | ||||
| 2026-05-05 | 13F | UBS Group AG | 100 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.960 | 23,66 | 173 | 27,21 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 27.940 | 0,22 | 2.459 | 2,67 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2.672 | 6,62 | 235 | 9,30 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 3.863 | 14,66 | 340 | 17,65 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.871 | 2,35 | 253 | 5,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 73.563 | 5,21 | 6.475 | 7,79 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 12.756 | 0,43 | 1.123 | 2,84 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.145 | 9,57 | 101 | 12,36 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 8.227 | 19,30 | 724 | 22,30 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 7.935 | 11,07 | 698 | 13,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.909 | 274 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.344 | 3,76 | 558 | 4,10 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 2.298 | 9,69 | 202 | 12,85 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 32.474 | 7,04 | 2.858 | 9,67 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 733 | 2,23 | 65 | 4,92 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.836 | 43,57 | 845 | 43,71 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11.109 | 16,39 | 1.024 | 24,91 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1.606 | 31,75 | 141 | 35,58 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 36.076 | 23,76 | 3.175 | 18,07 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.956 | 2,32 | 260 | 4,84 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 64.701 | 2,66 | 5.558 | 111.060,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 9.919 | 5,50 | 873 | 8,18 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 86.197 | 26,27 | 7.587 | 29,38 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 8.933 | 2,21 | 786 | 4,80 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 33.521 | 11,31 | 2.951 | 14,03 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 2.835 | 19,57 | 250 | 22,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 11.727 | 11,71 | 1.032 | 14,54 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 141 | 0,71 | 12 | 9,09 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 5.316 | 12,53 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 9.539 | 0,14 | 840 | 2,57 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 3.953 | 23,03 | 348 | 25,72 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 100.131 | 8.814 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 30.186 | 8,99 | 2.657 | 11,64 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30.686 | 7,83 | 2.701 | 10,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.222 | 13,29 | 548 | 16,14 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 87 | 2,35 | 8 | 0,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 3.290 | 11,71 | 290 | 14,23 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 220 | 19 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 38.163 | 3,27 | 3.359 | 5,83 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 89.653 | 16,36 | 7.891 | 19,24 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.227 | 6,55 | 372 | 9,41 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 19.350 | 21,71 | 1.703 | 24,76 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 5.515 | 4,97 | 485 | 7,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8.946 | 787 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5.825 | 22,17 | 513 | 25,18 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 4.325 | 25,84 | 381 | 28,81 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 7.086 | 57,26 | 624 | 60,98 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 56.829 | 1,71 | 5.002 | 4,19 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.444 | 0,21 | 127 | 3,25 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 43.094 | 6,17 | 3.793 | 8,81 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 53.059 | 2,75 | 4.670 | 5,28 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 47 | 4 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 29.062 | 0,54 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 37.528 | 3.303 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.190 | 2,59 | 105 | 5,05 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 86.746 | 14,02 | 7.635 | 16,81 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 4.234 | 15,71 | 0 | |||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 7.365 | 14,90 | 1 | |||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 32.207 | 3,37 | 2.835 | 5,90 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 21.260 | 1,05 | 1.871 | 187.000,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.520 | 4,22 | 926 | 6,69 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 17.345 | 13,55 | 1.527 | 16,31 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 466 | 10,95 | 41 | 13,89 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4.723 | 19,60 | 416 | 22,42 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 108.447 | 4,48 | 9.546 | 7,04 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.932 | 53,64 | 454 | 59,86 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 18.073 | 3,52 | 1.591 | 6,07 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 110 | 0,92 | 10 | 0,00 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 6.456 | 11,06 | 568 | 13,83 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 6.825 | 5,60 | 601 | 8,11 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.320 | 0,82 | 380 | 3,26 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 73.672 | 17,28 | 6.485 | 20,16 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 15.872 | 55,41 | 1.397 | 59,29 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 12.991 | 4,20 | 1.143 | 6,72 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34.659 | 3.051 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 7.695 | 7,83 | 677 | 10,44 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 20.839 | 48,84 | 1.834 | 52,58 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.336 | 206 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 278.601 | 19,72 | 24.522 | 22,67 |
