Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
American Century Diversified Corporate Bond Etf (KORP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    6
Total shares held : 
4,783,183  
% of shares held : 
53.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
543,095  
% of shares held change : 
  6.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 482,824
 10.09%
 
Increased Positions :
13
 266,672
 5.58%
 
Unchanged Positions :
5
 9,351
 0.2%
 
Decreased Positions :
10
-140,249
-2.93%
 
Closed Positions :
2
-66,152
-1.38%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMERICAN CENTURY COMPANIES INC 501 - 2024-03-31 1,218,608 $56,397,000 0
   ENVESTNET ASSET MANAGEMENT INC 764 - 2024-03-31 859,323 $39,769,000 31,317
   PACIFIC LIFE FUND ADVISORS LLC 14 - 2024-03-31 431,433 $19,967,000 9,996
   Flaharty Asset Management LLC 18 - 2024-03-31 393,134 $18,194,000 -45,167
   Merit Financial Group LLC 36 - 2024-03-31 383,314 $17,483,000 44,396
   MORGAN STANLEY 2909 - 2024-03-31 346,250 $16,024,000 20,529
   Core Wealth Advisors Inc. 7 - 2024-03-31 298,924 $13,834,000 -1,370
   LPL FINANCIAL CORP 1178 - 2024-03-31 272,233 $12,599,000 -28,516
   ROYAL BANK OF CANADA 1736 - 2024-03-31 144,200 $6,674,000 3,991
   Lindenwold Advisors 10 - 2024-03-31 89,255 $4,131,000 8,834
   DAVIDSON D A & CO 364 - 2024-03-31 80,233 $3,713,000 -2,572
   COMMONWEALTH EQUITY SERVICES LLC. 1429 - 2024-03-31 70,753 $3,274,000 37,628
   Kestra Advisory Services LLC 705 - 2024-03-31 64,507 $2,985,000 34,756
   JANE STREET GROUP LLC 1949 - 2024-03-31 55,764 $2,581,000 -10,768
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1747 - 2024-03-31 34,632 $1,603,000 -691
   Sowell Financial Services LLC 354 - 2024-03-31 19,969 $924,000 755
   Advisor Group Holdings Inc. 2513 - 2024-03-31 17,463 $808,000 -2,031
   RAYMOND JAMES & ASSOCIATES 2759 - 2024-03-31 16,187 $749,000 -202
   CITADEL ADVISORS LLC 3456 - 2024-03-31 14,300 $662,000 2,894
   UBS Group AG 3915 - 2024-03-31 13,297 $615,000 699
   Southland Equity Partners LLC 112 - 2024-03-31 9,724 $450,000 1,998
   Independent Advisor Alliance 482 *New 2024-03-31 9,489 $439,000 9,489
   NATIONAL ASSET MANAGEMENT, INC. 869 - 2024-03-31 9,641 $429,000 -6,160
   Investment Advisory Group LLC 97 - 2024-03-31 7,950 $368,000 0
   Aveo Capital Partners LLC 279 - 2024-03-31 6,977 $318,000 1,840
   Laurel Wealth Advisors Inc. 496 - 2022-12-31 6,880 $312,000 -8,425
   H D Vest Advisory Services 1280 - 2024-03-31 6,520 $302,000 225
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2702 - 2024-03-31 6,324 $293,000 -185
   PCG Wealth Advisors LLC 97 - 2024-03-31 5,563 $257,000 443
   GPS Wealth Strategies Group LLC 490 - 2024-03-31 1,176 $54,000 0
   Geneos Wealth Management Inc. 1157 - 2024-03-31 850 $39,000 0
   PRINCIPAL SECURITIES INC. 1725 - 2024-03-31 739 $34,000 -628
   Global Retirement Partners LLC 1621 - 2024-03-31 655 $30,000 0
   ICA Group Wealth Management LLC 1152 - 2024-03-31 46 $2,000 0
   Sunbelt Securities Inc. 1537 - 2024-03-31 12 $1,000 0
   Tidemark LLC 618 - 2024-03-31 22 $1,000 0
   Private Advisor Group LLC 2310 *Closed 2024-03-31 0 $0 -10,030
   KARLINSKI ANDREW C 38 *Closed 2022-12-31 0 $0 -727
   PROEQUITIES INC. 7353 - 2024-03-31 0 $0 0
   Sound Income Strategies LLC 1372 *Closed 2024-03-31 0 $0 -2,679
   MML INVESTORS SERVICES LLC 2535 *Closed 2024-03-31 0 $0 -8,354
   Claraphi Advisory Network LLC 213 *Closed 2022-12-31 0 $0 -10,321

  42 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results