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 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,037,899
shares
|
$218 Million
0.07% of portfolio
|
Q1 2025
Added 28.17%
|
|
|
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 |
May 07, 2025 Q1 2025 |
78,240
shares
|
$5.62 Million
2.73% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
27,363
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
24,349
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,045
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 55.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,529
shares
|
$612,467
0.0% of portfolio
|
Q1 2025
Added 401.71%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,738
shares
|
$555,665
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,581
shares
|
$472,581
0.0% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,771
shares
|
$342,605
0.06% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
4,520
shares
|
$324,581
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,960
shares
|
$284,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,746
shares
|
$269,000
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,732
shares
|
$267,994
0.0% of portfolio
|
Q1 2025
Added 121.48%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
3,510
shares
|
$252,053
0.04% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,137
shares
|
$153,457
0.0% of portfolio
|
Q1 2025
Added 368.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,173
shares
|
$84,233
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
868
shares
|
$62,331
0.0% of portfolio
|
Q1 2025
Reduced 72.99%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
736
shares
|
$52,852
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
104
shares
|
$7,468
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|