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 41 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,880
shares
|
$332,785
0.03% of portfolio
|
Q4 2022
Reduced 55.05%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,996
shares
|
$290,026
0.01% of portfolio
|
Q2 2024
Reduced 37.81%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
5,685
shares
|
$274,983
0.03% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,664
shares
|
$273,967
0.12% of portfolio
|
Q2 2024
Added 1.82%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,450
shares
|
$263,616
0.01% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,113
shares
|
$53,835
0.0% of portfolio
|
Q1 2020
Reduced 43.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
739
shares
|
$35,745
0.0% of portfolio
|
Q1 2024
Reduced 45.94%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
732
shares
|
$35,406
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
655
shares
|
$31,682
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
587
shares
|
$28,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
357
shares
|
$17,268
0.0% of portfolio
|
Q2 2024
Reduced 69.64%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
350
shares
|
$16,929
0.0% of portfolio
|
Q2 2024
Reduced 58.82%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
172
shares
|
$8,319
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
12
shares
|
$580
0.0% of portfolio
|
Q2 2023
Added 9.09%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|