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Get Institutions for : 
American Century Sustainable Equity Etf (ESGA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    0
Total shares held : 
 2,682,019  
% of shares held : 
 29.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 107,660  
% of shares held change : 
   1.2%  
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
 13,451
 0.5%
 
Increased Positions :
3
 105,480
 3.93%
 
Unchanged Positions :
5
 4,017
 0.15%
 
Decreased Positions :
4
-9,831
-0.37%
 
Closed Positions :
3
-1,440
-0.05%
 
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
   ENVESTNET ASSET MANAGEMENT INC 311 - 2023-12-31 2,392,532 $142,010,000 91,008
   MERRIMAN WEALTH MANAGEMENT, LLC 24 - 2023-12-31 219,824 $13,048,000 13,852
   FINANCIAL COUNSELORS INC 287 - 2024-03-31 24,433 $1,609,000 14,735
   Kestra Advisory Services LLC 967 - 2023-12-31 23,128 $1,373,000 620
   COMERICA BANK 1597 - 2023-12-31 14,681 $871,000 -956
   CITADEL ADVISORS LLC 3446 *New 2023-12-31 9,845 $584,000 9,845
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 8,370 $551,000 8,370
   CRA Financial Services LLC 167 - 2024-03-31 4,925 $324,000 675
   COMMONWEALTH EQUITY SERVICES LLC. 3424 - 2024-03-31 3,714 $245,000 283
   ROYAL BANK OF CANADA 5518 - 2023-12-31 438 $26,000 -8,378
   Core Wealth Advisors Inc. 172 - 2023-12-31 200 $12,000 0
   ADVISORY SERVICES NETWORK, LLC 2834 *New 2023-12-31 175 $10,000 175
   BANK OF AMERICA CORP /DE/ 5788 - 2023-12-31 129 $8,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Advisor Group Holdings Inc. 6711 *Closed 2023-12-31 0 $0 -205
   UBS Group AG 7855 *Closed 2023-12-31 0 $0 -29
   Dakota Community Bank & Trust NA 112 *Closed 2024-03-31 0 $0 -88
   IFP Advisors Inc 3394 *Closed 2023-12-31 0 $0 -1,206
   Aspire Wealth Management Corp *Closed 2024-03-31 0 $0 -3,600
  19 Records found
  1    
  Page 1 of 1
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