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Get Institutions for : 
American Century Multisector Income Etf (MUSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    5
Total shares held : 
 3,979,917  
% of shares held : 
 16.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 328,431  
% of shares held change : 
   1.36%  
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
 512,983
 12.89%
 
Increased Positions :
6
 436,326
 10.96%
 
Unchanged Positions :
4
 6,955
 0.17%
 
Decreased Positions :
6
-598,527
-15.04%
 
Closed Positions :
3
-22,351
-0.56%
 
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 341 - 2023-12-31 1,973,480 $86,044,000 160
   Orion Portfolio Solutions LLC 38 - 2023-12-31 856,068 $37,169,000 392,210
   Legacy CG LLC 2 - 2024-03-31 407,620 $17,692,000 41,305
   CLS INVESTMENT FIRM LLC 66 - 2022-12-31 405,732 $17,351,000 14,372
   Oakmont Partners LLC 55 *New 2024-03-31 347,395 $15,078,000 347,395
   Ledge Wealth Management Inc. - 2023-12-31 329,607 $14,371,000 7,827
   CONDOR CAPITAL MANAGEMENT 47 *New 2023-12-31 100,313 $4,374,000 100,313
   COMMONWEALTH EQUITY SERVICES LLC. 1298 - 2023-12-31 80,353 $3,503,000 -965
   LPL FINANCIAL CORP 2006 - 2023-12-31 73,938 $3,224,000 -90,673
   CITADEL ADVISORS LLC 2213 - 2023-12-31 51,507 $2,246,000 32,867
   AE Wealth Management LLC 1029 - 2023-12-31 31,992 $1,394,000 3,254
   Slagle Financial LLC 55 - 2023-12-31 63,252 $1,379,000 34,754
   ENVESTNET ASSET MANAGEMENT INC 2914 - 2023-12-31 23,213 $1,012,000 -3,961
   JANE STREET GROUP LLC 3177 - 2023-12-31 23,007 $1,003,000 -55,071
   RAYMOND JAMES & ASSOCIATES 2734 *New 2024-03-31 17,964 $780,000 17,964
   Goldstein Advisors LLC 57 - 2023-12-31 16,393 $715,000 -447,146
   Fortitude Advisory Group L.L.C. 157 - 2023-12-31 5,789 $252,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 77 *New 2023-12-31 5,494 $240,000 5,494
   FLOW TRADERS U.S. LLC 617 *New 2023-12-31 5,347 $233,000 5,347
   UBS Group AG 4923 *New 2023-12-31 2,284 $100,000 2,284
   CWM LLC 2173 - 2024-03-31 1,367 $59,000 204
   BENJAMIN F. EDWARDS & COMPANY INC. 1231 - 2023-12-31 1,143 $50,000 0
   Advisor Group Holdings Inc. 5458 - 2023-12-31 405 $18,000 -711
   MV Capital Management Inc. 503 *New 2024-03-31 256 $11,000 256
   ICA Group Wealth Management LLC 1172 - 2023-12-31 51 $2,000 51
   Versant Capital Management Inc 1524 - 2024-03-31 16 $1,000 0
   HARBOUR INVESTMENTS INC. 2907 - 2023-12-31 23 $1,000 0
   PROEQUITIES INC. 3245 - 2023-12-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3407 *Closed 2023-12-31 0 $0 -16,656
   tru Independence LLC 113 *Closed 2024-03-31 0 $0 -6,913
   Advisor Resource Council 285 *Closed 2024-03-31 0 $0 -25,154
   SUMMIT INVESTMENT ADVISORS INC 3089 *Closed 2023-12-31 0 $0 -22
  32 Records found
  1    
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