Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di AB Active ETFs, Inc. - AB Ultra Short Income ETF meliputi Wedbush Securities Inc, Atlas Private Wealth Advisors, Kensington Asset Management, LLC, KAGCX - Kensington Dynamic Growth Fund Class C Shares, VestGen Advisors, LLC, Claro Advisors LLC, S.A. Mason LLC, dan Colonial Trust Advisors .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | RFG Advisory, LLC | 9,131 | 11.72 | 463 | 11.86 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 106,901 | 16.14 | 5,416 | 16.25 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 1,675 | 85 | ||||||
2025-08-05 | 13F | Claro Advisors LLC | 4,804 | 243 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | S.A. Mason LLC | 2,353 | 119 | ||||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 100,131 | 5,073 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 4,450 | 256.00 | 225 | 257.14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3,426,479 | 8.93 | 173,585 | 9.04 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 506,870 | 9.66 | 25,678 | 9.77 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 5,419 | 0.87 | 275 | 1.11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 400,580 | 101.33 | 20,293 | 101.54 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 17,466 | 885 | ||||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 12,913 | 0.28 | 654 | 0.46 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,198 | 2.20 | 770 | 2.26 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 178,833 | 5.23 | 9,060 | 5.34 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 100,131 | 5,073 | ||||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 186,192 | 9,432 | ||||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 77,249 | 10.60 | 3,899 | 10.74 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,476 | 0.70 | 632 | 0.80 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 352,154 | 18 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 17,318 | 4.38 | 877 | 4.53 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 11,597 | 69.97 | 587 | 70.14 | ||||
2025-08-14 | 13F | UBS Group AG | 6,718 | 340 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 15,007,157 | 8.56 | 760,263 | 8.67 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 26,034 | 13.84 | 1 | 0.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 221,518 | 29.19 | 11,225 | 29.31 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,676 | 5.52 | 1,351 | 5.63 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 178,620 | 10.64 | 9,049 | 10.75 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 410,544 | 25.06 | 20,798 | 25.18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 17,797 | 902 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 19,100 | 968 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 195,178 | 7.72 | 9,888 | 7.82 | ||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 15,276 | 15.08 | 774 | 15.20 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 125,714 | 6,369 | ||||||
2025-08-05 | 13F | Tme Financial, Inc. | 18,158 | 9.46 | 920 | 9.54 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 516,581 | 7.90 | 26,170 | 8.00 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 27,611 | 4.15 | 1,399 | 4.25 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 793,289 | 9,882.24 | 40,188 | 9,897.01 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51,881 | 1.45 | 2,628 | 1.55 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12,594 | 103.79 | 638 | 104.49 | ||||
2025-08-14 | 13F | Mariner, LLC | 392,569 | 2.61 | 19,888 | 2.72 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 10,892 | 0.14 | 1 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,229 | 418.40 | 620 | 420.17 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 32,590 | 12.95 | 1,651 | 13.08 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 19,874 | 301.01 | 1,007 | 302.40 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 105,257 | 28.96 | 5,332 | 29.10 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27,917 | 3.54 | 1,408 | 3.15 |