American Century STOXX US Quality Value ETF (VALQ) Institutional Ownership

$56.46
-0.09 (-0.16%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for American Century STOXX US Quality Value ETF (NYSEARCA:VALQ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$9.06M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.96M
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VALQ Institutional Buying and Selling by Quarter

American Century STOXX US Quality Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Heritage Wealth Advisors44,108$2.57M0.1%+56.0%1.167%
5/8/2024 Avantax Advisory Services Inc.8,838$515K0.0%-18.9%0.234%
5/1/2024 Worth Financial Advisory Group LLC12,558$732K0.5%+2.6%0.332%
4/30/2024 Private Advisor Group LLC393,681$22.95M0.2%+2.6%10.415%
4/30/2024 Investment Advisory Group LLC3,600$210K0.1%N/A0.095%
4/15/2024 Kingswood Wealth Advisors LLC3,843$224K0.0%N/A0.102%
2/12/2024 Heritage Wealth Advisors28,269$1.50M0.1%-1.3%0.650%
2/7/2024 Avantax Advisory Services Inc.10,895$579K0.0%-8.1%0.250%
2/6/2024 Private Advisor Group LLC383,646$20.38M0.2%+11.3%8.819%
2/1/2024 CWM LLC650$35K0.0%N/A0.015%
1/19/2024 Worth Financial Advisory Group LLC12,240$650K0.5%-2.1%0.281%
11/30/2023American Century Companies Inc.1,906,640$92.74M0.1%-8.0%43.831%
11/14/2023Synovus Financial Corp274,917$13.38M0.2%-0.6%6.320%
11/13/2023 LPL Financial LLC118,163$5.75M0.0%-1.7%2.716%
11/13/2023Envestnet Asset Management Inc.749,654$36.47M0.0%+1.5%17.233%
11/9/2023 Heritage Wealth Advisors28,648$1.39M0.1%-7.9%0.659%
11/8/2023 Avantax Advisory Services Inc.11,859$577K0.0%N/A0.273%
11/7/2023Atria Investments Inc48,354$2.35M0.0%+0.8%1.112%
11/3/2023 Private Advisor Group LLC344,837$16.77M0.1%+12.5%7.927%
10/24/2023 Cambridge Investment Research Advisors Inc.11,095$540K0.0%-4.0%0.255%
10/13/2023 Worth Financial Advisory Group LLC12,505$608K0.5%-28.7%0.287%
8/10/2023 Private Advisor Group LLC306,422$15.25M0.1%+7.2%7.044%
8/9/2023 Heritage Wealth Advisors31,116$1.55M0.1%-0.6%0.715%
8/8/2023Synovus Financial Corp276,585$13.77M0.2%+0.4%6.358%
8/4/2023Envestnet Asset Management Inc.738,401$36.75M0.0%+2.2%16.975%
8/4/2023Atria Investments Inc47,957$2.39M0.0%+3.6%1.102%
8/1/2023 WealthBridge Capital Management LLC6,191$308K0.1%+7.9%0.143%
7/31/2023 LPL Financial LLC120,182$5.98M0.0%-15.6%2.782%
7/28/2023 Worth Financial Advisory Group LLC17,530$872K0.8%-5.5%0.406%
5/11/2023Synovus Financial Corp275,455$13.21M0.1%-0.3%6.406%
5/11/2023American Century Companies Inc.2,118,904$101.58M0.1%+0.2%49.277%
5/11/2023Envestnet Asset Management Inc.722,198$34.62M0.0%-0.9%16.795%
5/10/2023Atria Investments Inc46,308$2.22M0.0%+14.0%1.077%
5/10/2023 Private Advisor Group LLC285,796$13.70M0.1%N/A6.646%
5/10/2023 LPL Financial LLC142,477$6.83M0.0%-10.7%3.313%
5/4/2023 Heritage Wealth Advisors31,317$1.50M0.1%+15.9%0.728%
4/20/2023 Worth Financial Advisory Group LLC18,545$889K0.8%+35.5%0.431%
2/13/2023American Century Companies Inc.2,115,374$100.57M0.1%-3.9%49.195%
2/8/2023 Raymond James Financial Services Advisors Inc.8,320$396K0.0%N/A0.193%
2/8/2023 Cambridge Investment Research Advisors Inc.11,558$549K0.0%+32.8%0.269%
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2/7/2023 Paul Damon & Associates Inc.4,503$214K0.1%N/A0.105%
2/7/2023Commonwealth Equity Services LLC11,715$556K0.0%+85.7%0.272%
2/7/2023 LPL Financial LLC159,483$7.58M0.0%+9.6%3.709%
2/7/2023Envestnet Asset Management Inc.729,044$34.66M0.0%+2.2%16.955%
2/6/2023Synovus Financial Corp276,309$13.14M0.1%-0.2%6.426%
1/31/2023Atria Investments Inc40,620$1.93M0.0%+2.1%0.945%
1/18/2023 Private Advisor Group LLC265,174$12.61M0.0%+4.9%6.138%
11/10/2022Envestnet Asset Management Inc.713,493$29.96M0.0%-2.6%16.290%
11/1/2022Atria Investments LLC39,793$1.67M0.0%+6.8%0.909%
10/27/2022Synovus Financial Corp276,764$11.62M0.1%-1.6%6.319%
10/14/2022 Private Advisor Group LLC252,692$10.61M0.1%+11.5%5.769%
10/12/2022 PCG Wealth Advisors LLC40,922$1.71M0.6%N/A0.934%
8/12/2022 LPL Financial LLC145,815$6.70M0.0%+9.1%3.314%
8/11/2022Atria Investments LLC37,250$1.71M0.0%+4.7%0.847%
8/10/2022Synovus Financial Corp281,261$12.93M0.2%+2.5%6.392%
8/4/2022 Heritage Wealth Advisors25,631$1.18M0.1%+6.3%0.583%
8/3/2022Envestnet Asset Management Inc.732,572$33.68M0.0%-5.3%16.649%
7/19/2022Commonwealth Equity Services LLC5,935$272K0.0%+16.5%0.136%
7/13/2022 Private Advisor Group LLC226,667$10.42M0.1%+8.9%5.175%
7/13/2022 Cambridge Investment Research Advisors Inc.8,844$407K0.0%+4.6%0.202%
5/25/2022 Fortitude Advisory Group L.L.C.5,387$280K0.1%+10.2%0.124%
5/12/2022Synovus Financial Corp274,358$14.28M0.2%+1.9%6.307%
5/12/2022 Private Advisor Group LLC208,067$10.83M0.1%+5.1%4.783%
5/11/2022American Century Companies Inc.2,147,744$111.83M0.1%+15.2%49.373%
5/11/2022 Heritage Wealth Advisors24,108$1.26M0.1%+9.2%0.554%
5/4/2022Commonwealth Equity Services LLC5,095$265K0.0%+11.4%0.117%
5/4/2022Envestnet Asset Management Inc.773,296$40.27M0.0%+6.3%17.777%
5/2/2022Atria Investments LLC35,569$1.85M0.0%N/A0.818%
4/22/2022 UMB Bank N A MO715$37K0.0%N/A0.018%
4/19/2022 Joseph P. Lucia & Associates LLC3,019$157K0.1%N/A0.075%
4/15/2022 WealthBridge Capital Management LLC4,102$214K0.1%+6.7%0.102%
2/15/2022Synovus Financial Corp269,228$14.25M0.1%+6.1%6.681%
2/14/2022 LPL Financial LLC153,398$8.12M0.0%+15.3%3.806%
2/10/2022 Private Advisor Group LLC198,030$10.48M0.1%+9.7%4.914%
2/8/2022Steward Partners Investment Advisory LLC1,170$62K0.0%+20.6%0.029%
2/7/2022American Century Companies Inc.1,864,756$98.72M0.1%-34.7%46.272%
2/4/2022Envestnet Asset Management Inc.727,357$38.51M0.0%+3.7%18.049%
2/3/2022 Cambridge Investment Research Advisors Inc.6,173$327K0.0%N/A0.153%
2/3/2022 Advisor Group Holdings Inc.3,515$186K0.0%-9.5%0.087%
1/31/2022Commonwealth Equity Services LLC4,573$242K0.0%-4.2%0.116%
11/16/2021 LPL Financial LLC132,991$6.51M0.0%+52.8%3.107%
11/15/2021Royal Bank of Canada29,368$1.44M0.0%+72.9%0.686%
11/10/2021American Century Companies Inc.2,856,111$139.86M0.1%-4.9%66.732%
11/8/2021Synovus Financial Corp253,760$12.43M0.1%+9.6%5.929%
11/2/2021 Heritage Wealth Advisors17,783$871K0.1%+43.2%0.415%
10/29/2021Commonwealth Equity Services LLC4,774$233K0.0%+11.8%0.112%
10/21/2021 Total Clarity Wealth Management Inc.1,824$89K0.0%N/A0.042%
10/14/2021 Private Advisor Group LLC180,580$8.84M0.1%+11.2%3.900%
8/16/2021Royal Bank of Canada16,987$844K0.0%+2,256.0%0.348%
8/16/2021Goldman Sachs Group Inc.14,825$737K0.0%-31.6%0.304%
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8/13/2021 LPL Financial LLC87,014$4.32M0.0%+17.1%1.785%
8/12/2021 Private Advisor Group LLC162,458$8.07M0.1%+12.2%3.332%
8/12/2021Prime Capital Investment Advisors LLC16,995$844K0.0%N/A0.349%
8/11/2021Commonwealth Equity Services LLC4,272$212K0.0%N/A0.088%
8/11/2021Susquehanna International Group LLP14,396$715K0.0%-51.3%0.295%
8/5/2021American Century Companies Inc.3,004,211$149.27M0.1%+14.2%61.625%
8/4/2021Envestnet Asset Management Inc.674,234$33.50M0.0%+3.9%13.830%
8/2/2021 Advisor Group Holdings Inc.3,896$194K0.0%+84.6%0.080%
5/18/2021Citadel Advisors LLC7,134$338K0.0%N/A0.145%
5/17/2021Royal Bank of Canada721$34K0.0%N/A0.015%
(Data available from 1/1/2016 forward)

VALQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VALQ shares?

During the previous two years, 20 institutional investors and hedge funds held shares of American Century STOXX US Quality Value ETF. The most heavily invested institutionals were American Century Companies Inc. ($92.74M), Envestnet Asset Management Inc. ($36.47M), Private Advisor Group LLC ($22.95M), Synovus Financial Corp ($13.38M), LPL Financial LLC ($5.75M), Heritage Wealth Advisors ($2.57M), and Atria Investments Inc ($2.35M).Learn more on VALQ's institutional investors.

Which institutional investors have been buying American Century STOXX US Quality Value ETF stock?

Of the 20 institutional investors that purchased American Century STOXX US Quality Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($450.79K), Envestnet Asset Management Inc. ($43.01K), PCG Wealth Advisors LLC ($40.92K), LPL Financial LLC ($26.18K), Heritage Wealth Advisors ($21.65K), Avantax Advisory Services Inc. ($11.86K), and Atria Investments Inc ($8.56K).

How much institutional buying is happening at American Century STOXX US Quality Value ETF?

Institutional investors have bought a total of 655,288 shares in the last 24 months. This purchase volume represents approximately $31.56M in transactions.

Which American Century STOXX US Quality Value ETF major shareholders have been selling company stock?

The following institutional investors have sold American Century STOXX US Quality Value ETF stock in the last 24 months: American Century Companies Inc. ($250.18K), Envestnet Asset Management Inc. ($66.65K), LPL Financial LLC ($41.32K), Synovus Financial Corp ($7.47K), Worth Financial Advisory Group LLC ($6.31K), Heritage Wealth Advisors ($3.05K), and Avantax Advisory Services Inc. ($3.02K).

How much institutional selling is happening at American Century STOXX US Quality Value ETF?

Institutional investors have sold a total of 378,458 shares in the last 24 months. This volume of shares sold represents approximately $18.09M in transactions.


This page (NYSEARCA:VALQ) was last updated on 5/13/2024 by MarketBeat.com Staff

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