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Get Institutions for : 
American Century Stoxx Us Quality Growth Etf (QGRO)  
$84.94 0.00 (0.00%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 9,157,117  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 285,747  
% of shares held change : 
   0.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.40  
Last Quarter's Ending Price : 
 $76.08  
Last Quarter's Average Price : 
 $70.37  
Change from last quarter's     
avg. price to the last closing  : 
14.57 (20.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 241,617
 2.64%
 
Increased Positions :
34
 844,936
 9.23%
 
Unchanged Positions :
12
 53,355
 0.58%
 
Decreased Positions :
24
-770,649
-8.42%
 
Closed Positions :
8
-30,157
-0.33%
 
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
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2 - 2024-03-31 1,436,832 $122,044,000 -6,276
   LPL FINANCIAL CORP 302 - 2024-03-31 1,250,491 $106,217,000 -204,428
   AMERICAN CENTURY COMPANIES INC 326 - 2023-12-31 1,209,234 $91,999,000 -62,985
   GREAT VALLEY ADVISOR GROUP INC. 6 - 2024-03-31 775,499 $65,871,000 67,387
   ENVESTNET ASSET MANAGEMENT INC 586 - 2023-12-31 712,129 $54,179,000 15,534
   Procyon Private Wealth Partners LLC 4 - 2024-03-31 364,173 $30,933,000 44,060
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 474 - 2024-03-31 256,256 $21,766,000 -3,914
   49 WEALTH MANAGEMENT LLC 10 - 2024-03-31 237,311 $20,096,000 26,447
   SYNOVUS FINANCIAL CORP 52 - 2023-12-31 257,973 $19,638,000 -5,873
   Advisor Group Holdings Inc. 442 - 2024-03-31 211,381 $17,954,000 70,505
   Private Advisor Group LLC 190 - 2024-03-31 162,087 $13,768,000 5,708
   IAM Advisory LLC 6 - 2024-03-31 153,596 $13,046,000 -2,224
   WIN ADVISORS INC 7 - 2024-03-31 145,532 $12,362,000 145,532
   Oakmont Partners LLC 75 *New 2024-03-31 143,635 $12,200,000 143,635
   BANK OF AMERICA CORP /DE/ 2254 - 2023-12-31 149,526 $11,376,000 60,811
   Ledge Wealth Management Inc. *New 2023-12-31 140,306 $10,675,000 140,306
   Per Stirling Capital Management LLC. 13 - 2023-12-31 124,934 $9,505,000 1,065
   Astoria Portfolio Advisors LLC. 5 *New 2024-03-31 116,963 $9,435,000 116,963
   COMMONWEALTH EQUITY SERVICES LLC. 830 - 2024-03-31 105,929 $8,998,000 10,809
   Stratos Wealth Partners LTD. 145 - 2024-03-31 103,202 $8,766,000 4,648
   Equitable Holdings Inc. 153 - 2023-12-31 114,165 $8,686,000 7,335
   MONEYWISE INC. 7 - 2024-03-31 100,292 $8,519,000 -17,950
   Ruggaard & Associates LLC 9 - 2023-12-31 107,953 $8,213,000 10,902
   Stratos Wealth Advisors LLC 49 - 2024-03-31 96,507 $8,197,000 3,585
   FINANCIAL NETWORK 411 - 2023-12-31 104,043 $7,916,000 35,528
   STIFEL FINANCIAL CORP 915 - 2023-12-31 95,066 $7,233,000 -4,399
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 576 - 2024-03-31 84,903 $7,212,000 -15,169
   FLAGSHIP HARBOR ADVISORS LLC 74 - 2024-03-31 54,134 $4,598,000 -3,433
   PCG Wealth Advisors LLC 12 - 2024-03-31 52,855 $4,490,000 6,272
   RAYMOND JAMES & ASSOCIATES 1665 - 2024-03-31 52,294 $4,442,000 34,265
   UBS Group AG 2099 - 2023-12-31 58,167 $4,425,000 4,654
   Cyndeo Wealth Partners LLC 83 - 2024-03-31 51,039 $4,335,000 -11,356
   Sigma Planning Corp 156 - 2024-03-31 50,061 $4,252,000 25,532
   Parcion Private Wealth LLC 61 - 2024-03-31 49,394 $4,196,000 -9,290
   MERCER GLOBAL ADVISORS INC /ADV 534 - 2023-12-31 52,998 $4,032,000 -23,206
   Pathway Financial Advisors LLC 16 - 2024-03-31 44,433 $3,774,000 823
   CAPTRUST FINANCIAL ADVISORS 665 - 2023-12-31 48,189 $3,666,000 -4,431
   ROYAL BANK OF CANADA 2276 - 2023-12-31 38,103 $2,898,000 17,790
   Ameritas Advisory Services LLC 133 - 2023-12-31 34,484 $2,796,000 -9,999
   IHT Wealth Management LLC 197 - 2023-12-31 31,013 $2,359,000 -82
   JANNEY MONTGOMERY SCOTT LLC 1074 - 2024-03-31 27,655 $2,349,000 -116
   Financial Advocates Investment Management 164 - 2024-03-31 27,905 $2,327,000 -77,521
   MML INVESTORS SERVICES LLC 966 - 2023-12-31 28,149 $2,142,000 -2,233
   Bedel Financial Consulting Inc. 44 - 2024-03-31 22,305 $1,895,000 1,736
   J P MORGAN CHASE & CO 3020 - 2024-03-31 21,836 $1,855,000 9,356
   Capital Analysts Inc. 174 - 2023-12-31 23,302 $1,773,000 702
   Capital Investment Advisors LLC 207 - 2024-03-31 19,638 $1,668,000 15,590
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2077 - 2024-03-31 17,807 $1,513,000 5,793
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 852 - 2023-12-31 19,638 $1,494,000 104
   KWB Wealth 49 - 2024-03-31 16,863 $1,432,000 -568
   BEDEL FINANCIAL CONSULTING INC 47 - 2023-09-30 20,642 $1,391,000 0
   WCG Wealth Advisors LLC 179 - 2023-12-31 16,719 $1,272,000 -870
   BlueChip Wealth Advisors LLC 31 - 2024-03-31 14,459 $1,228,000 -1,468
   WETZEL INVESTMENT ADVISORS INC. 32 - 2024-03-31 13,275 $1,058,000 -265
   GOLDMAN SACHS GROUP INC/ 3493 - 2023-12-31 13,753 $1,046,000 0
   Fulcrum Equity Management 29 *New 2024-03-31 11,820 $1,004,000 11,820
   Sowell Financial Services LLC 366 *New 2024-03-31 10,233 $869,000 10,233
   LINCOLN NATIONAL CORP 563 - 2024-03-31 10,063 $855,000 240
   Good Life Advisors LLC 187 *New 2024-03-31 9,340 $793,000 9,340
   Ethos Financial Group LLC 101 *New 2024-03-31 7,436 $632,000 7,436
   Geneos Wealth Management Inc. 465 - 2024-03-31 6,765 $575,000 728
   WARREN AVERETT ASSET MANAGEMENT, LLC 280 - 2023-12-31 7,506 $571,000 -238
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 122 - 2024-03-31 6,506 $553,000 -3,651
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1259 - 2023-09-30 7,193 $485,000 490
   H D Vest Advisory Services 1077 - 2024-03-31 5,442 $462,000 575
   Aurora Private Wealth Inc. 73 - 2024-03-31 4,900 $415,000 3
   Prosperity Financial Group Inc. 85 *New 2023-12-31 4,779 $364,000 4,779
   Global Retirement Partners LLC 608 - 2024-03-31 4,092 $348,000 -51
   PRIVATE TRUST CO NA 470 - 2024-03-31 4,051 $344,000 839
   Integrated Wealth Concepts LLC 1223 - 2023-12-31 4,134 $314,000 571
   WELLS FARGO & CO/MN 3720 - 2024-03-31 3,376 $287,000 3,195
   NewEdge Wealth LLC 675 - 2024-03-31 3,546 $286,000 316
   Beacon Financial Advisory LLC 197 *New 2024-03-31 3,001 $255,000 3,001
   PRINCIPAL SECURITIES INC. 916 - 2024-03-31 2,985 $254,000 400
   Redwood Financial Network Corp 121 - 2024-03-31 2,927 $249,000 -2,545
   Snowden Capital Advisors LLC 980 - 2023-12-31 3,258 $248,000 0
   Alta Wealth Advisors LLC 120 *New 2024-03-31 2,723 $231,000 2,723
   Legacy Capital Group California Inc. 282 *New 2024-03-31 2,634 $224,000 2,634
   Strategic Equity Management 33 *New 2024-03-31 2,596 $221,000 2,596
   Western Wealth Management LLC 599 *New 2024-03-31 2,575 $219,000 2,575
   V Wealth ManagementLLC 101 - 2023-09-30 3,202 $216,000 -14,538
   Oakworth Capital Inc. 223 - 2024-03-31 1,635 $139,000 0
   IFP Advisors Inc 1156 - 2023-12-31 1,542 $117,000 -5,952
   GHP INVESTMENT ADVISORS INC 424 - 2024-03-31 1,331 $113,000 -738
   Glassman Wealth Services 113 *New 2024-03-31 650 $55,000 650
   MORGAN STANLEY 6105 - 2023-12-31 400 $30,000 102
   Key Financial Inc 514 - 2024-03-31 375 $29,000 0
   FMR LLC 3718 - 2023-12-31 301 $23,000 25
   Parallel Advisors LLC 2230 *New 2024-03-31 136 $12,000 136
   PSI Advisors LLC 505 - 2024-03-31 100 $9,000 -1
   GPS Wealth Strategies Group LLC 888 - 2024-03-31 100 $8,000 0
   PROEQUITIES INC. 1778 - 2024-03-31 92 $8,000 0
   McIlrath & Eck LLC 664 *New 2024-03-31 79 $7,000 79
   Tidemark LLC 621 - 2023-12-31 18 $1,000 0
   ICA Group Wealth Management LLC 1243 - 2023-12-31 10 $1,000 10
   First Capital Advisors Group LLC. 923 *New 2023-06-30 1 $0 1
   Goss Wealth Management LLC 3561 *Closed 2023-12-31 0 $0 -60
   DHJJ Financial Advisors Ltd. 700 - 2024-03-31 3 $0 0
   MONECO Advisors LLC 419 *Closed 2024-03-31 0 $0 -7,861
   COMERICA BANK 3744 *Closed 2023-12-31 0 $0 -4,477
  100 Records found
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