Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in AB Active ETFs, Inc. - AB Ultra Short Income ETF includono 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 .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
