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 19 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,611,654
shares
|
$190 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
251,355
shares
|
$18.3 Million
0.75% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
41,900
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,654
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
24,406
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,028
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
10,248
shares
|
$746,054
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,368
shares
|
$536,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,231
shares
|
$453,616
0.0% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,575
shares
|
$333,060
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
4,515
shares
|
$328,692
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,731
shares
|
$271,616
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,510
shares
|
$255,528
0.03% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,355
shares
|
$98,644
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
736
shares
|
$53,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
248
shares
|
$18,054
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
52
shares
|
$3,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,164
0.0% of portfolio
|
Q3 2024
Reduced 99.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|