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Get Institutions for : 
American Century Stoxx Us Quality Value Etf (VALQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
 3,481,306  
% of shares held : 
 38.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -88,484  
% of shares held change : 
   -0.98%  
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 :
3
 7,268
 0.21%
 
Increased Positions :
7
 51,157
 1.47%
 
Unchanged Positions :
6
 16,011
 0.46%
 
Decreased Positions :
10
-137,221
-3.94%
 
Closed Positions :
2
-9,688
-0.28%
 
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
   AMERICAN CENTURY COMPANIES INC 360 - 2024-03-31 1,517,707 $88,484,000 -266,015
   ENVESTNET ASSET MANAGEMENT INC 707 - 2024-03-31 780,341 $45,494,000 25,905
   Private Advisor Group LLC 116 - 2024-03-31 393,681 $22,952,000 10,035
   SYNOVUS FINANCIAL CORP 70 - 2024-03-31 276,146 $16,104,000 2,416
   LPL FINANCIAL CORP 1848 - 2024-03-31 78,172 $4,557,000 -32,678
   Heritage Wealth Advisors 52 - 2024-03-31 44,108 $2,572,000 15,839
   ATRIA INVESTMENTS LLC 565 - 2024-03-31 43,650 $2,545,000 -3,181
   CITADEL ADVISORS LLC 2994 - 2024-03-31 18,457 $1,076,000 12,250
   Worth Financial Advisory Group LLC 53 - 2024-03-31 12,558 $732,000 318
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2067 - 2024-03-31 10,738 $626,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3366 - 2024-03-31 9,025 $526,000 -5,406
   H D Vest Advisory Services 1014 - 2024-03-31 8,838 $515,000 -2,057
   RAYMOND JAMES & ASSOCIATES 3237 - 2024-03-31 6,103 $356,000 -462
   WealthBridge Capital Management LLC 119 - 2024-03-31 6,088 $355,000 -20
   COMMONWEALTH EQUITY SERVICES LLC. 3189 - 2024-03-31 5,379 $314,000 18
   ROYAL BANK OF CANADA 3819 - 2024-03-31 5,146 $300,000 198
   Paul Damon & Associates Inc. 59 - 2024-03-31 4,478 $261,000 0
   FINANCIAL NETWORK 2435 *New 2024-03-31 4,131 $241,000 4,131
   Cetera Investment Advisers 3189 *New 2024-03-31 4,131 $241,000 4,131
   KINGSWOOD WEALTH ADVISORS LLC 550 *New 2024-03-31 3,843 $224,000 3,843
   Investment Advisory Group LLC 150 *New 2024-03-31 3,600 $210,000 3,600
   BANK OF AMERICA CORP /DE/ 4878 - 2024-03-31 3,513 $205,000 -5,835
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1568 - 2024-03-31 3,155 $184,000 43
   Advisor Group Holdings Inc. 3753 - 2024-03-31 3,046 $178,000 5
   UBS Group AG 5249 - 2024-03-31 1,001 $58,000 -268
   CWM LLC 2452 - 2024-03-31 650 $38,000 0
   PRIVATE TRUST CO NA 1365 - 2024-03-31 411 $24,000 0
   FMR LLC 4164 *New 2024-03-31 159 $9,000 159
   ICA Group Wealth Management LLC 986 - 2024-03-31 98 $6,000 0
   Steward Partners Investment Advisory LLC 3349 - 2024-03-31 20 $1,000 0
   PROEQUITIES INC. 7354 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6814 - 2024-03-31 0 $0 0
  32 Records found
  1    
  Page 1 of 1
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