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Get Institutions for : 
American Century Focused Large Cap Value Etf (FLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    1
Total shares held : 
2,935,964  
% of shares held : 
3.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-151,181  
% of shares held change : 
  -0.17%  
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 :
6
 67,149
 2.29%
 
Increased Positions :
8
 58,895
 2.01%
 
Unchanged Positions :
2
 5,344
 0.18%
 
Decreased Positions :
9
-89,442
-3.05%
 
Closed Positions :
5
-187,783
-6.4%
 
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 434 - 2024-03-31 1,077,997 $70,034,000 -24,595
   CREATIVE PLANNING 161 - 2024-03-31 617,335 $40,106,000 -7,302
   ENVESTNET ASSET MANAGEMENT INC 833 - 2024-03-31 523,071 $33,982,000 66,610
   FIRST HEARTLAND CONSULTANTS INC 9 - 2024-03-31 238,578 $15,500,000 -29,059
   UBS Group AG 2024 - 2024-03-31 92,027 $5,979,000 11,830
   Bedel Financial Consulting Inc. 18 - 2024-03-31 64,857 $4,214,000 1,219
   COMMONWEALTH EQUITY SERVICES LLC. 1291 - 2024-03-31 63,528 $4,127,000 -169
   BEDEL FINANCIAL CONSULTING INC 19 - 2023-09-30 63,122 $3,595,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 65 - 2024-03-31 55,160 $3,584,000 -1,172
   MML INVESTORS SERVICES LLC 827 - 2024-03-31 49,624 $3,224,000 32,147
   Pine Valley Investments Ltd Liability Co 115 - 2024-03-31 42,043 $2,731,000 -13,142
   SkyOak Wealt LLC 42 - 2024-03-31 39,551 $2,569,000 20,082
   GUARANTY TRUST CO OF MISSOURI /MO/ 255 - 2024-03-31 25,163 $1,635,000 -8,124
   CPA Asset Management LLC 26 - 2024-03-31 22,233 $1,444,000 2,029
   ORRSTOWN FINANCIAL SERVICES INC 21 - 2024-03-31 18,800 $1,221,000 -2,650
   Allen Capital Group LLC 91 - 2024-03-31 16,755 $1,089,000 2,362
   Dominguez Wealth Management Solutions Inc. 38 - 2024-03-31 9,707 $631,000 -355
   BANK OF AMERICA CORP /DE/ 4279 - 2024-03-31 9,581 $622,000 6,713
   J.W. COLE ADVISORS INC. 504 *New 2024-03-31 8,577 $557,000 8,577
   Beacon Financial Advisory LLC 149 - 2024-03-31 5,734 $373,000 390
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2839 - 2024-03-31 3,777 $245,000 -304
   H D Vest Advisory Services 1430 - 2024-03-31 3,643 $237,000 -178
   StrongBox Wealth LLC 77 - 2024-03-31 3,621 $235,000 -758
   Aveo Capital Partners LLC 353 *New 2024-03-31 3,256 $207,000 3,256
   Financial Advocates Investment Management 711 *New 2024-03-31 4,020 $203,000 4,020
   CWM LLC 2449 - 2024-03-31 580 $38,000 0
   ROYAL BANK OF CANADA 5334 - 2024-03-31 278 $18,000 -1,084
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5444 *Closed 2024-03-31 0 $0 -6,811
   PROEQUITIES INC. 7334 - 2024-03-31 0 $0 0

  29 Records found
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