Institutional Ownership American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,147,459
shares
|
$219 Million
0.08% of portfolio
|
Q2 2024
Added 29.79%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
239,976
shares
|
$16.7 Million
0.73% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
26,191
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
25,067
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
14,988
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
10,248
shares
|
$714,183
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,087
shares
|
$354,513
0.0% of portfolio
|
Q1 2024
Reduced 31.96%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,575
shares
|
$318,831
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
4,515
shares
|
$314,650
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
3,801
shares
|
$264,891
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,731
shares
|
$260,013
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
3,510
shares
|
$244,611
0.03% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,270
shares
|
$88,506
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
993
shares
|
$69,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
736
shares
|
$51,291
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
248
shares
|
$17,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
52
shares
|
$3,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|