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 26 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,711,161
shares
|
$195 Million
0.06% of portfolio
|
Q3 2025
Added 22.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
261,334
shares
|
$18.8 Million
0.8% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
68,499
shares
|
$4.92 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
22,035
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
8,473
shares
|
$608,446
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,003
shares
|
$574,695
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,534
shares
|
$469,206
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
6,444
shares
|
$462,743
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,293
shares
|
$380,090
0.0% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,216
shares
|
$374,560
0.0% of portfolio
|
Q3 2025
Added 54.14%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,860
shares
|
$348,996
0.05% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,771
shares
|
$342,605
0.0% of portfolio
|
Q3 2025
Added 32.93%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
4,506
shares
|
$323,575
0.07% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
4,471
shares
|
$321,062
0.05% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,374
shares
|
$314,096
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,911
shares
|
$280,848
0.0% of portfolio
|
Q3 2025
Added 128.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,759
shares
|
$269,933
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,787
shares
|
$200,134
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,728
shares
|
$124,087
0.0% of portfolio
|
Q3 2025
Reduced 64.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,173
shares
|
$84,233
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
974
shares
|
$69,942
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
736
shares
|
$52,852
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
591
shares
|
$42,439
0.0% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
120
shares
|
$8,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
52
shares
|
$3,734
0.0% of portfolio
|
Q2 2025
New holding
|
|