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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
   LPL FINANCIAL CORP 258 - 2023-12-31 1,454,919 $110,690,000 133,874
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV - 2023-12-31 1,443,108 $109,792,000 318,551
   AMERICAN CENTURY COMPANIES INC 326 - 2023-12-31 1,209,234 $91,999,000 -62,985
   ENVESTNET ASSET MANAGEMENT INC 586 - 2023-12-31 712,129 $54,179,000 15,534
   GREAT VALLEY ADVISOR GROUP INC. 6 - 2023-12-31 708,112 $53,873,000 -75,118
   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
   SYNOVUS FINANCIAL CORP 52 - 2023-12-31 257,973 $19,638,000 -5,873
   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
   Private Advisor Group LLC 202 - 2023-12-31 156,379 $11,897,000 74,693
   BANK OF AMERICA CORP /DE/ 2254 - 2023-12-31 149,526 $11,376,000 60,811
   Advisor Group Holdings Inc. 758 - 2023-12-31 140,876 $10,718,000 -1,923
   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
   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 Advocates Investment Management 39 - 2023-12-31 105,426 $7,976,000 16,947
   FINANCIAL NETWORK 411 - 2023-12-31 104,043 $7,916,000 35,528
   COMMONWEALTH EQUITY SERVICES LLC. 879 - 2023-12-31 95,120 $7,237,000 2,068
   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
   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
   MML INVESTORS SERVICES LLC 966 - 2023-12-31 28,149 $2,142,000 -2,233
   JANNEY MONTGOMERY SCOTT LLC 1068 - 2023-12-31 27,771 $2,113,000 -1,050
   Sigma Planning Corp 147 - 2023-12-31 24,529 $1,866,000 -6,431
   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
   Bedel Financial Consulting Inc. 44 - 2023-12-31 20,569 $1,565,000 -73
   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 29 - 2023-12-31 15,927 $1,212,000 0
   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
   J P MORGAN CHASE & CO 3351 *New 2023-12-31 12,480 $949,000 12,480
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2911 - 2023-12-31 12,014 $914,000 3,911
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 77 - 2023-12-31 10,157 $773,000 -41
   LINCOLN NATIONAL CORP 531 - 2023-12-31 9,823 $747,000 133
   WARREN AVERETT ASSET MANAGEMENT, LLC 280 - 2023-12-31 7,506 $571,000 -238
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1259 - 2023-09-30 7,193 $485,000 490
   Geneos Wealth Management Inc. *New 2023-12-31 6,037 $459,000 6,037
   Redwood Financial Network Corp 83 - 2023-12-31 5,472 $416,000 -463
   Aurora Private Wealth Inc. 73 - 2024-03-31 4,900 $415,000 3
   H D Vest Advisory Services 1124 *New 2023-12-31 4,867 $370,000 4,867
   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
   ADVISORS CAPITAL MANAGEMENT LLC 419 *New 2023-12-31 3,475 $264,000 3,475
   Snowden Capital Advisors LLC 980 - 2023-12-31 3,258 $248,000 0
   NewEdge Wealth LLC 663 *New 2023-12-31 3,230 $246,000 3,230
   Strategic Equity Management 33 *New 2024-03-31 2,596 $221,000 2,596
   V Wealth ManagementLLC 101 - 2023-09-30 3,202 $216,000 -14,538
   PRINCIPAL SECURITIES INC. 924 - 2023-12-31 2,585 $197,000 0
   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
   MORGAN STANLEY 6105 - 2023-12-31 400 $30,000 102
   Key Financial Inc 519 - 2023-12-31 375 $29,000 0
   FMR LLC 3718 - 2023-12-31 301 $23,000 25
   WELLS FARGO & CO/MN 5059 - 2023-12-31 181 $14,000 181
   PSI Advisors LLC 505 - 2024-03-31 100 $9,000 -1
   GPS Wealth Strategies Group LLC 892 - 2023-12-31 100 $8,000 0
   PROEQUITIES INC. 1750 - 2023-12-31 92 $7,000 0
   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
   Brio Consultants LLC 99 *Closed 2023-12-31 0 $0 -3,141
   GSA CAPITAL PARTNERS LLP 1605 *Closed 2023-12-31 0 $0 -3,706
   DHJJ Financial Advisors Ltd. 700 - 2024-03-31 3 $0 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1267 *Closed 2023-12-31 0 $0 -1,326
   MONECO Advisors LLC 419 *Closed 2024-03-31 0 $0 -7,861
   COMERICA BANK 3744 *Closed 2023-12-31 0 $0 -4,477
   GeoWealth Management LLC 726 *Closed 2023-12-31 0 $0 -11,447
  94 Records found
  1    
  Page 1 of 1
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