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Get Institutions for : 
American Century Stoxx Us Quality Growth Etf (QGRO)  
$84.94 0.00 (0.00%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 9,157,117  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 285,747  
% of shares held change : 
   0.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.40  
Last Quarter's Ending Price : 
 $76.08  
Last Quarter's Average Price : 
 $70.37  
Change from last quarter's     
avg. price to the last closing  : 
14.57 (20.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 241,617
 2.64%
 
Increased Positions :
34
 844,936
 9.23%
 
Unchanged Positions :
12
 53,355
 0.58%
 
Decreased Positions :
24
-770,649
-8.42%
 
Closed Positions :
8
-30,157
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2 - 2024-03-31 1,436,832 $122,044,000 -6,276
   LPL FINANCIAL CORP 302 - 2024-03-31 1,250,491 $106,217,000 -204,428
   AMERICAN CENTURY COMPANIES INC 372 - 2024-03-31 1,000,871 $85,014,000 -208,363
   GREAT VALLEY ADVISOR GROUP INC. 6 - 2024-03-31 775,499 $65,871,000 67,387
   ENVESTNET ASSET MANAGEMENT INC 603 - 2024-03-31 698,494 $59,330,000 -13,635
   Procyon Private Wealth Partners LLC 4 - 2024-03-31 364,173 $30,933,000 44,060
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 474 - 2024-03-31 256,256 $21,766,000 -3,914
   SYNOVUS FINANCIAL CORP 50 - 2024-03-31 254,230 $21,607,000 -3,743
   49 WEALTH MANAGEMENT LLC 10 - 2024-03-31 237,311 $20,096,000 26,447
   Advisor Group Holdings Inc. 442 - 2024-03-31 211,381 $17,954,000 70,505
   Private Advisor Group LLC 190 - 2024-03-31 162,087 $13,768,000 5,708
   IAM Advisory LLC 6 - 2024-03-31 153,596 $13,046,000 -2,224
   Equitable Holdings Inc. 124 - 2024-03-31 148,772 $12,637,000 34,607
   WIN ADVISORS INC 7 - 2024-03-31 145,532 $12,362,000 145,532
   Oakmont Partners LLC 75 *New 2024-03-31 143,635 $12,200,000 143,635
   Ledge Wealth Management Inc. *New 2023-12-31 140,306 $10,675,000 140,306
   Per Stirling Capital Management LLC. 13 - 2024-03-31 123,978 $10,531,000 -956
   Ruggaard & Associates LLC 8 - 2024-03-31 115,350 $9,798,000 7,397
   Astoria Portfolio Advisors LLC. 5 *New 2024-03-31 116,963 $9,435,000 116,963
   Cetera Investment Advisers 702 *New 2024-03-31 106,531 $9,049,000 106,531
   COMMONWEALTH EQUITY SERVICES LLC. 830 - 2024-03-31 105,929 $8,998,000 10,809
   FINANCIAL NETWORK 402 - 2024-03-31 105,172 $8,933,000 1,129
   Stratos Wealth Partners LTD. 145 - 2024-03-31 103,202 $8,766,000 4,648
   MONEYWISE INC. 7 - 2024-03-31 100,292 $8,519,000 -17,950
   Stratos Wealth Advisors LLC 49 - 2024-03-31 96,507 $8,197,000 3,585
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 576 - 2024-03-31 84,903 $7,212,000 -15,169
   STIFEL FINANCIAL CORP 970 - 2024-03-31 81,380 $6,913,000 -13,686
   BANK OF AMERICA CORP /DE/ 2801 - 2024-03-31 75,139 $6,382,000 -74,387
   UBS Group AG 2029 - 2024-03-31 69,383 $5,893,000 11,216
   Ameritas Advisory Services LLC 95 - 2024-03-31 65,938 $5,343,000 31,454
   FLAGSHIP HARBOR ADVISORS LLC 74 - 2024-03-31 54,134 $4,598,000 -3,433
   Vermillion & White Wealth Management Group LLC 7 *New 2024-03-31 53,500 $4,544,000 53,500
   PCG Wealth Advisors LLC 12 - 2024-03-31 52,855 $4,490,000 6,272
   RAYMOND JAMES & ASSOCIATES 1665 - 2024-03-31 52,294 $4,442,000 34,265
   Cyndeo Wealth Partners LLC 83 - 2024-03-31 51,039 $4,335,000 -11,356
   Sigma Planning Corp 156 - 2024-03-31 50,061 $4,252,000 25,532
   Parcion Private Wealth LLC 61 - 2024-03-31 49,394 $4,196,000 -9,290
   Pathway Financial Advisors LLC 16 - 2024-03-31 44,433 $3,774,000 823
   CAPTRUST FINANCIAL ADVISORS 614 - 2024-03-31 39,353 $3,343,000 -8,836
   ROYAL BANK OF CANADA 2284 - 2024-03-31 33,155 $2,816,000 -4,948
   MML INVESTORS SERVICES LLC 903 - 2024-03-31 32,498 $2,760,000 4,349
   IHT Wealth Management LLC 203 - 2024-03-31 30,838 $2,619,000 -175
   JANNEY MONTGOMERY SCOTT LLC 1074 - 2024-03-31 27,655 $2,349,000 -116
   Financial Advocates Investment Management 164 - 2024-03-31 27,905 $2,327,000 -77,521
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 776 - 2024-03-31 25,013 $2,125,000 5,375
   Capital Analysts Inc. 164 - 2024-03-31 23,802 $2,022,000 500
   Bedel Financial Consulting Inc. 44 - 2024-03-31 22,305 $1,895,000 1,736
   J P MORGAN CHASE & CO 3020 - 2024-03-31 21,836 $1,855,000 9,356
   Prosperity Financial Group Inc. 27 - 2024-03-31 21,358 $1,814,000 16,579
   CITADEL ADVISORS LLC 2522 *New 2024-03-31 20,621 $1,752,000 20,621
   Capital Investment Advisors LLC 207 - 2024-03-31 19,638 $1,668,000 15,590
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2077 - 2024-03-31 17,807 $1,513,000 5,793
   WCG Wealth Advisors LLC 148 - 2024-03-31 17,278 $1,468,000 559
   KWB Wealth 49 - 2024-03-31 16,863 $1,432,000 -568
   BEDEL FINANCIAL CONSULTING INC 47 - 2023-09-30 20,642 $1,391,000 0
   BlueChip Wealth Advisors LLC 31 - 2024-03-31 14,459 $1,228,000 -1,468
   GOLDMAN SACHS GROUP INC/ 3476 - 2024-03-31 13,753 $1,168,000 0
   Integrated Wealth Concepts LLC 689 - 2024-03-31 13,624 $1,157,000 9,490
   WETZEL INVESTMENT ADVISORS INC. 32 - 2024-03-31 13,275 $1,058,000 -265
   Fulcrum Equity Management 29 *New 2024-03-31 11,820 $1,004,000 11,820
   Sowell Financial Services LLC 366 *New 2024-03-31 10,233 $869,000 10,233
   LINCOLN NATIONAL CORP 563 - 2024-03-31 10,063 $855,000 240
   Good Life Advisors LLC 187 *New 2024-03-31 9,340 $793,000 9,340
   Kestra Advisory Services LLC 1446 *New 2024-03-31 8,223 $698,000 8,223
   Ethos Financial Group LLC 101 *New 2024-03-31 7,436 $632,000 7,436
   Geneos Wealth Management Inc. 465 - 2024-03-31 6,765 $575,000 728
   WARREN AVERETT ASSET MANAGEMENT, LLC 454 - 2024-03-31 6,737 $572,000 -769
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 122 - 2024-03-31 6,506 $553,000 -3,651
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1259 - 2023-09-30 7,193 $485,000 490
   H D Vest Advisory Services 1077 - 2024-03-31 5,442 $462,000 575
   Aurora Private Wealth Inc. 73 - 2024-03-31 4,900 $415,000 3
   Global Retirement Partners LLC 608 - 2024-03-31 4,092 $348,000 -51
   PRIVATE TRUST CO NA 470 - 2024-03-31 4,051 $344,000 839
   WELLS FARGO & CO/MN 3720 - 2024-03-31 3,376 $287,000 3,195
   NewEdge Wealth LLC 675 - 2024-03-31 3,546 $286,000 316
   GeoWealth Management LLC 580 - 2024-03-31 3,368 $286,000 3,368
   FLOW TRADERS U.S. LLC 543 *New 2024-03-31 3,350 $285,000 3,350
   Beacon Financial Advisory LLC 197 *New 2024-03-31 3,001 $255,000 3,001
   PRINCIPAL SECURITIES INC. 916 - 2024-03-31 2,985 $254,000 400
   Redwood Financial Network Corp 121 - 2024-03-31 2,927 $249,000 -2,545
   Alta Wealth Advisors LLC 120 *New 2024-03-31 2,723 $231,000 2,723
   Legacy Capital Group California Inc. 282 *New 2024-03-31 2,634 $224,000 2,634
   Strategic Equity Management 33 *New 2024-03-31 2,596 $221,000 2,596
   Western Wealth Management LLC 599 *New 2024-03-31 2,575 $219,000 2,575
   V Wealth ManagementLLC 101 - 2023-09-30 3,202 $216,000 -14,538
   CLARK CAPITAL MANAGEMENT GROUP INC 385 *New 2024-03-31 2,386 $203,000 2,386
   MORGAN STANLEY 5634 - 2024-03-31 1,740 $148,000 1,340
   Oakworth Capital Inc. 223 - 2024-03-31 1,635 $139,000 0
   IFP Advisors Inc 1156 - 2023-12-31 1,542 $117,000 -5,952
   GHP INVESTMENT ADVISORS INC 424 - 2024-03-31 1,331 $113,000 -738
   Glassman Wealth Services 113 *New 2024-03-31 650 $55,000 650
   Key Financial Inc 519 - 2024-03-31 375 $32,000 0
   FMR LLC 3649 - 2024-03-31 360 $31,000 59
   Parallel Advisors LLC 2230 *New 2024-03-31 136 $12,000 136
   PSI Advisors LLC 505 - 2024-03-31 100 $9,000 -1
   GPS Wealth Strategies Group LLC 888 - 2024-03-31 100 $8,000 0
   PROEQUITIES INC. 1778 - 2024-03-31 92 $8,000 0
   Penserra Capital Management LLC 935 *New 2024-03-31 91 $7,000 91
   McIlrath & Eck LLC 664 *New 2024-03-31 79 $7,000 79
   Tidemark LLC 585 - 2024-03-31 18 $2,000 0
  100 Records found
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