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Get Institutions for : 
American Century Stoxx Us Quality Value Etf (VALQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
 3,481,306  
% of shares held : 
 38.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -88,484  
% of shares held change : 
   -0.98%  
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
 7,268
 0.21%
 
Increased Positions :
7
 51,157
 1.47%
 
Unchanged Positions :
6
 16,011
 0.46%
 
Decreased Positions :
10
-137,221
-3.94%
 
Closed Positions :
2
-9,688
-0.28%
 
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 316 - 2023-12-31 1,783,722 $94,738,000 -122,918
   ENVESTNET ASSET MANAGEMENT INC 702 - 2023-12-31 754,436 $40,070,000 4,782
   Private Advisor Group LLC - 2024-03-31 393,681 $22,952,000 10,035
   SYNOVUS FINANCIAL CORP 74 - 2023-12-31 273,730 $14,543,000 -1,187
   LPL FINANCIAL CORP 1569 - 2023-12-31 110,850 $5,887,000 -7,313
   ATRIA INVESTMENTS LLC 521 - 2023-12-31 46,831 $2,487,000 -1,523
   Heritage Wealth Advisors 65 - 2023-12-31 28,269 $1,501,000 -379
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3153 - 2023-12-31 14,431 $766,000 5,423
   Worth Financial Advisory Group LLC - 2024-03-31 12,558 $732,000 318
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2067 - 2024-03-31 10,738 $626,000 0
   H D Vest Advisory Services 919 - 2023-12-31 10,895 $579,000 -964
   BANK OF AMERICA CORP /DE/ 4477 - 2023-12-31 9,348 $496,000 -1,786
   RAYMOND JAMES & ASSOCIATES 3237 - 2024-03-31 6,103 $356,000 -462
   WealthBridge Capital Management LLC - 2024-03-31 6,088 $355,000 -20
   CITADEL ADVISORS LLC 3995 *New 2023-12-31 6,207 $330,000 6,207
   COMMONWEALTH EQUITY SERVICES LLC. 3189 - 2024-03-31 5,379 $314,000 18
   ROYAL BANK OF CANADA 4228 - 2023-12-31 4,948 $263,000 0
   Paul Damon & Associates Inc. 59 - 2024-03-31 4,478 $261,000 0
   KINGSWOOD WEALTH ADVISORS LLC 550 *New 2024-03-31 3,843 $224,000 3,843
   Investment Advisory Group LLC *New 2024-03-31 3,600 $210,000 3,600
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1568 - 2023-12-31 3,112 $165,000 1,459
   Advisor Group Holdings Inc. 4072 - 2023-12-31 3,041 $162,000 2
   UBS Group AG 5129 - 2023-12-31 1,269 $67,000 -529
   CWM LLC 2452 - 2024-03-31 650 $38,000 0
   PRIVATE TRUST CO NA 1365 - 2024-03-31 411 $24,000 0
   ICA Group Wealth Management LLC 1042 - 2023-12-31 98 $5,000 98
   Steward Partners Investment Advisory LLC 3285 - 2023-12-31 20 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   FLOW TRADERS U.S. LLC 1038 *Closed 2023-12-31 0 $0 -4,204
   WELLS FARGO & CO/MN 6961 - 2023-12-31 0 $0 0
  30 Records found
  1    
  Page 1 of 1
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