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 21 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,206,042
shares
|
$158 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
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 |
Jul 09, 2025 Q2 2025 |
68,700
shares
|
$4.93 Million
1.97% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,564
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,765
shares
|
$557,604
0.0% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,090
shares
|
$509,132
0.0% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,838
shares
|
$419,226
0.0% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,892
shares
|
$351,294
0.0% of portfolio
|
Q2 2025
Added 31.08%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
4,860
shares
|
$348,996
0.06% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
4,571
shares
|
$328,243
0.05% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
4,506
shares
|
$323,575
0.07% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,302
shares
|
$308,926
0.0% of portfolio
|
Q2 2025
Added 395.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,755
shares
|
$269,646
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,589
shares
|
$257,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,384
shares
|
$243,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,237
shares
|
$160,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,713
shares
|
$123,010
0.0% of portfolio
|
Q2 2025
Reduced 79.92%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,183
shares
|
$84,951
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,019
shares
|
$73,174
0.0% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
736
shares
|
$52,852
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|