Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w American Century ETF Trust - Avantis U.S. Large Cap Equity ETF, to m.in Canvas Wealth Advisors, LLC, Schwarz Dygos Wheeler Investment Advisors Llc, Skyview Financial Group LLC, Goldman Sachs Group Inc, Commerce Bank, Betterment LLC, United Capital Financial Advisers, Llc, Private Advisor Group, LLC, Mosaic Family Wealth Partners, Llc, Kmg Fiduciary Partners, Llc, Team Financial Group, LLC, Diversify Wealth Management, Llc, i Burk Holdings LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 92 625 | 25,37 | 7 183 | 23,67 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 188 777 | 8 110,35 | 92 190 | 8 000,97 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1 918 | 149 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 744 755 | 12,62 | 57 756 | 11,08 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 449 618 | 1,22 | 34 868 | -0,15 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 55 903 | 97,99 | 4 335 | 95,36 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 4 635 | 3,05 | 359 | 1,70 | ||||
| 2026-05-11 | 13F | Commerce Bank | 17 604 | 1 365 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 135 243 | 0,61 | 10 488 | -0,76 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 3 053 | 237 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 426 | 8,12 | 33 | 10,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 361 785 | 4,95 | 27 271 | 0,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 218 686 | 2,15 | 17 193 | 4,96 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 91 310 | 44,60 | 7 081 | 42,65 | ||||
| 2026-05-14 | 13F | Betterment LLC | 13 974 | 1 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 49 061 | 3 857 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 150 599 | 7,50 | 11 679 | 6,04 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 399 | 28,30 | 31 | 25,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 3 805 | 16,72 | 295 | 15,23 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 800 | 236 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3 973 | 0,13 | 308 | -1,28 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 115 853 | 2,27 | 8 984 | 0,88 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 226 149 | 0,18 | 17 538 | -1,19 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 344 | 6,21 | 497 | 5,76 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 36 267 | 3,14 | 2 938 | 6,30 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 143 690 | 9,89 | 11 143 | 8,39 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 142 261 | 0,81 | 11 032 | -0,56 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 90 743 | 10,32 | 7 037 | 8,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 34 687 | 254,49 | 2 727 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2 140 | 166 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5 401 | 67,47 | 425 | 72,36 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 242 663 | 1,46 | 18 819 | 0,08 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 142 300 | 0,98 | 11 035 | -0,40 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 629 355 | 9,30 | 48 806 | 7,81 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 19 360 | 69,69 | 1 501 | 67,52 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20 533 | 0,22 | 1 736 | 5,09 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7 775 | 150,08 | 603 | 146,72 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 252 976 | 45,64 | 19 618 | 43,67 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3 276 | 254 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10 435 | 809 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 23 204 | 24,33 | 1 916 | 30,61 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8 628 | 669 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 96 | 7,87 | 7 | 16,67 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 5 565 | 3,77 | 432 | 2,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18 067 | 243,09 | 1 401 | 238,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 446 321 | 6,80 | 34 612 | 5,34 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 425 109 | 11,48 | 33 | 10,34 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 15 773 | 34,75 | 1 223 | 32,93 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 96 042 | 2,10 | 7 448 | 0,72 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 497 372 | 8,65 | 38 571 | 7,17 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 443 964 | 13,59 | 34 429 | 12,04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19 360 | 69,69 | 1 501 | 67,52 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 9 131 | 1,99 | 801 | 16,26 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 81 570 | 4,19 | 6 326 | 2,76 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 83 565 | 6 481 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 87 440 | 6 781 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 44 545 | 10,44 | 3 454 | 5,82 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 90 586 | 17,12 | 7 025 | 15,53 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 15 524 | 45,82 | 1 204 | 43,90 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 339 426 | 14,10 | 26 322 | 12,55 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3 516 | 273 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 387 | 18,25 | 2 279 | 16,64 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 3 023 | 234 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 140 443 | 23,34 | 10 891 | 21,66 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 33 769 | 3,29 | 2 619 | 1,87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 32 221 | 2 499 |
