Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w AB Active ETFs, Inc. - AB Ultra Short Income ETF, to m.in 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, i Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 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 |
