Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis Responsible U.S. Equity ETF termasuk EP Wealth Advisors, Inc., Beacon Pointe Advisors, LLC, Indivisible Partners, Sanchez Levi Garrett, dan Allworth Financial LP .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44.764 | 116,46 | 3.309 | 109,83 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.664 | 271 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.011 | 0,20 | 75 | -2,63 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 4.839 | 1,11 | 358 | -2,19 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 21.006 | 373,86 | 1.568 | 363,91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 37.506 | 16,36 | 2.773 | 12,73 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.292.915 | 95.592 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 3.057 | 226 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 29.101 | 9,79 | 2.151 | 6,38 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 151.038 | 10,45 | 11.165 | 7,02 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 5.231 | 0,13 | 387 | -3,02 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 1.655 | 92,67 | 122 | 87,69 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4.050 | 2,20 | 299 | -0,99 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 4.878 | 0,23 | 361 | -2,96 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 109.404 | 1,54 | 8.088 | -1,63 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9.600 | 710 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 703 | 6,68 | 52 | 2,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3.632 | 268 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9.221 | 0,71 | 682 | -2,44 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 15.590 | 0,57 | 1.323 | 9,17 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 19.366 | 3,81 | 1.432 | 0,56 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 549 | 1,48 | 41 | -2,44 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2.374 | 7,47 | 175 | 4,17 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.024 | 6,98 | 150 | 3,47 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 14.204 | 2,33 | 1.050 | -0,85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 184.748 | 20,56 | 13.657 | 16,82 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 21.059 | 7,79 | 1.557 | 4,43 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.034 | 74 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 33.080 | 0,03 | 2.445 | -3,09 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 11.581 | 2,82 | 856 | -0,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 21.618 | 158,31 | 1.598 | 150,47 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 26.722 | 12,83 | 1.975 | 9,30 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3.107 | 230 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 35.190 | 8,71 | 2.601 | 5,35 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 21.730 | 10,79 | 1.606 | 7,35 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37.617 | 2.781 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 4.832 | 4,61 | 357 | 1,42 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 361 | 27 | ||||||
| 2026-05-01 | 13F | Vestment Financial LLC | 26.459 | 9,43 | 2.158 | 13,59 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 43.195 | 2,40 | 3.193 | -0,78 |
