Institutional Ownership American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
17,407
shares
|
$810,992
0.34% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
11,377
shares
|
$530,054
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,419
shares
|
$485,421
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,668
shares
|
$403,842
0.0% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
8,259
shares
|
$384,786
0.04% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,950
shares
|
$370,390
0.14% of portfolio
|
Q2 2022
Reduced 3.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,788
shares
|
$362,842
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,880
shares
|
$320,539
0.03% of portfolio
|
Q4 2022
Reduced 55.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,996
shares
|
$279,353
0.01% of portfolio
|
Q2 2024
Reduced 37.81%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,751
shares
|
$267,939
0.11% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,459
shares
|
$254,334
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,416
shares
|
$205,741
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,113
shares
|
$51,854
0.0% of portfolio
|
Q1 2020
Reduced 43.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
696
shares
|
$32,426
0.0% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
655
shares
|
$30,516
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
587
shares
|
$27,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
502
shares
|
$23,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
382
shares
|
$17,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
357
shares
|
$16,632
0.0% of portfolio
|
Q2 2024
Reduced 69.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$11,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
172
shares
|
$8,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
22
shares
|
$1,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12
shares
|
$559
0.0% of portfolio
|
Q2 2023
Added 9.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|