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American Century U.S. Quality Value ETF (VALQ) Institutional Ownership

$69.10 +0.42 (+0.61%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for American Century U.S. Quality Value ETF (NYSEARCA:VALQ)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$12.38M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.81M
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VALQ Institutional Buying and Selling by Quarter

American Century U.S. Quality Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE11,715$762K0.0%-9.9%0.255%
5/18/2026Royal Bank of Canada6,626$431K0.0%+18.6%0.144%
5/13/2026Cetera Investment Advisers8,840$575K0.0%-1.8%0.192%
4/30/2026Beam Wealth Advisors Inc.11,302$735K0.2%N/A0.246%
4/27/2026Private Advisor Group LLC605,619$39.38M0.2%-0.1%13.166%
3/9/2026Rubicon Advisors GP5,135$340K0.3%N/A0.115%
2/17/2026Cetera Investment Advisers9,004$596K0.0%-15.5%0.202%
2/17/2026Osaic Holdings Inc.15,334$1.01M0.0%+26.8%0.345%
2/17/2026Private Advisor Group LLC606,170$40.09M0.2%+2.7%13.622%
2/13/2026Heritage Wealth Advisors17,870$1.18M0.0%-10.0%0.402%
2/12/2026Financial Engines Advisors L.L.C.11,190$740K0.0%-8.1%0.251%
2/11/2026LPL Financial LLC116,116$7.68M0.0%-6.6%2.609%
2/4/2026Ameritas Advisory Services LLC48,978$3.24M0.1%N/A1.101%
1/23/2026 Farther Finance Advisors LLC3,475$230K0.0%N/A0.078%
1/20/2026Stratos Wealth Advisors LLC152,876$10.11M0.5%+2.8%3.451%
1/8/2026 Wealth Enhancement Advisory Services LLC4,335$295K0.0%-6.9%0.100%
11/17/2025Financial Engines Advisors L.L.C.12,176$785K0.0%-6.0%0.297%
11/17/2025Northwestern Mutual Wealth Management Co.7,299$471K0.0%+14.4%0.178%
11/17/2025Citadel Advisors LLC9,251$596K0.0%-22.6%0.226%
11/17/2025Bank of America Corp DE12,801$825K0.0%+11.9%0.312%
11/14/2025Raymond James Financial Inc.11,111$716K0.0%+422.4%0.271%
11/14/2025Two Sigma Investments LP10,400$670K0.0%N/A0.254%
11/13/2025Private Advisor Group LLC590,362$38.06M0.2%+2.4%14.399%
11/13/2025Heritage Wealth Advisors19,860$1.28M0.1%-66.1%0.484%
11/12/2025American Century Companies Inc.1,485,388$95.75M0.0%+0.7%36.229%
11/7/2025Synovus Financial Corp231,907$14.95M0.2%-0.4%5.656%
11/6/2025Stratos Wealth Advisors LLC148,736$9.59M0.5%-0.3%3.628%
11/5/2025Envestnet Asset Management Inc.818,764$52.78M0.0%+4.3%19.970%
10/22/2025Worth Financial Advisory Group LLC8,497$548K0.3%+4.3%0.207%
9/4/2025Osaic Holdings Inc.15,246$946K0.0%+7.5%0.384%
8/14/2025Raymond James Financial Inc.2,127$132K0.0%N/A0.054%
8/13/2025Northwestern Mutual Wealth Management Co.6,381$396K0.0%+22.1%0.161%
8/12/2025American Century Companies Inc.1,475,783$91.57M0.0%-2.1%37.173%
8/11/2025Heritage Wealth Advisors58,619$3.64M0.2%-1.0%1.477%
8/8/2025Cetera Investment Advisers13,735$852K0.0%+107.8%0.346%
8/1/2025Envestnet Asset Management Inc.785,064$48.71M0.0%+0.2%19.775%
7/29/2025Stratos Wealth Advisors LLC149,258$9.26M0.5%+3.8%3.760%
7/21/2025Ameritas Advisory Services LLC55,558$3.45M0.2%+28.3%1.399%
7/17/2025Worth Financial Advisory Group LLC8,147$505K0.3%+9.6%0.205%
7/10/2025 Wealth Enhancement Advisory Services LLC4,810$304K0.0%N/A0.121%
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7/9/2025Sunpointe LLC13,086$812K0.3%-2.3%0.330%
5/15/2025Royal Bank of Canada5,410$329K0.0%+50.8%0.134%
5/14/2025Synovus Financial Corp233,100$14.17M0.2%-8.0%5.784%
5/14/2025Northwestern Mutual Wealth Management Co.5,224$318K0.0%+69.8%0.130%
5/8/2025Heritage Wealth Advisors59,207$3.60M0.2%+15.5%1.480%
5/7/2025Sunpointe LLC13,394$814K0.4%+1.7%0.335%
5/7/2025LPL Financial LLC145,345$8.84M0.0%+34.8%3.634%
5/6/2025Cetera Investment Advisers6,609$402K0.0%+71.0%0.165%
5/5/2025Private Advisor Group LLC562,288$34.18M0.2%+6.9%14.057%
4/30/2025Stratos Wealth Advisors LLC143,820$8.74M0.5%N/A3.596%
4/29/2025Envestnet Asset Management Inc.783,663$47.64M0.0%+0.5%19.592%
4/25/2025Ameritas Advisory Services LLC43,289$2.63M0.1%+82.1%1.082%
2/17/2025Citadel Advisors LLC14,249$869K0.0%+19.2%0.377%
2/17/2025Bank of America Corp DE14,517$885K0.0%+315.7%0.384%
2/17/2025Allegheny Financial Group3,474$212K0.1%N/A0.092%
2/13/2025Synovus Financial Corp253,235$15.45M0.2%-1.4%6.699%
2/13/2025Envestnet Asset Management Inc.779,681$47.56M0.0%-4.1%20.626%
2/12/2025Heritage Wealth Advisors51,269$3.13M0.2%+2.0%1.356%
2/11/2025LPL Financial LLC107,811$6.58M0.0%-3.3%2.852%
2/11/2025American Century Companies Inc.1,507,473$91.95M0.1%-3.6%39.880%
2/10/2025Commonwealth Equity Services LLC6,217$379K0.0%+8.7%0.164%
2/10/2025Avantax Advisory Services Inc.5,095$311K0.0%-15.1%0.135%
2/3/2025WealthBridge Capital Management LLC5,788$353K0.1%-4.1%0.153%
2/3/2025Sunpointe LLC13,175$804K0.4%N/A0.349%
2/3/2025Private Advisor Group LLC526,177$32.09M0.2%+7.2%13.920%
1/31/2025D.A. Davidson & CO.4,481$273K0.0%N/A0.119%
1/15/2025Ameritas Advisory Services LLC23,771$1.45M0.1%N/A0.629%
11/25/2024Synovus Financial Corp256,729$15.95M0.2%-3.2%6.792%
11/15/2024HighTower Advisors LLC9,169$568K0.0%N/A0.243%
10/25/2024Worth Financial Advisory Group LLC7,473$464K0.3%+3.0%0.198%
10/22/2024Private Advisor Group LLC491,057$30.50M0.2%+15.1%12.991%
8/8/2024Envestnet Asset Management Inc.819,113$46.48M0.0%+5.0%21.670%
8/8/2024American Century Companies Inc.1,561,340$88.59M0.1%+2.9%41.305%
8/5/2024Private Advisor Group LLC426,663$24.21M0.2%+8.4%11.287%
7/26/2024Worth Financial Advisory Group LLC7,255$412K0.3%-42.2%0.192%
5/21/2024Atria Investments Inc43,650$2.55M0.0%-6.8%1.155%
5/8/2024Heritage Wealth Advisors44,108$2.57M0.1%+56.0%1.167%
5/8/2024Avantax Advisory Services Inc.8,838$515K0.0%-18.9%0.234%
5/1/2024Worth Financial Advisory Group LLC12,558$732K0.5%+2.6%0.332%
4/30/2024Private Advisor Group LLC393,681$22.95M0.2%+2.6%10.415%
4/30/2024Investment Advisory Group LLC3,600$210K0.1%N/A0.095%
4/15/2024Kingswood Wealth Advisors LLC3,843$224K0.0%N/A0.102%
2/12/2024Heritage Wealth Advisors28,269$1.50M0.1%-1.3%0.650%
2/7/2024Avantax Advisory Services Inc.10,895$579K0.0%-8.1%0.250%
2/6/2024Private Advisor Group LLC383,646$20.38M0.2%+11.3%8.819%
2/1/2024CWM LLC650$35K0.0%N/A0.015%
1/19/2024Worth 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%
11/13/2023LPL Financial LLC118,163$5.75M0.0%-1.7%2.716%
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11/13/2023Envestnet Asset Management Inc.749,654$36.47M0.0%+1.5%17.233%
11/9/2023Heritage Wealth Advisors28,648$1.39M0.1%-7.9%0.659%
11/8/2023Avantax Advisory Services Inc.11,859$577K0.0%N/A0.273%
11/7/2023Atria Investments Inc48,354$2.35M0.0%+0.8%1.112%
11/3/2023Private Advisor Group LLC344,837$16.77M0.1%+12.5%7.927%
10/24/2023Cambridge Investment Research Advisors Inc.11,095$540K0.0%-4.0%0.255%
10/13/2023Worth Financial Advisory Group LLC12,505$608K0.5%-28.7%0.287%
8/10/2023Private Advisor Group LLC306,422$15.25M0.1%+7.2%7.044%
8/9/2023Heritage Wealth Advisors31,116$1.55M0.1%-0.6%0.715%
8/8/2023Synovus Financial Corp276,585$13.77M0.2%+0.4%6.358%


VALQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of American Century U.S. Quality Value ETF. The most heavily invested institutionals were American Century Companies Inc. ($95.75M), Envestnet Asset Management Inc. ($52.78M), Private Advisor Group LLC ($39.38M), Synovus Financial Corp ($14.95M), Stratos Wealth Advisors LLC ($10.11M), LPL Financial LLC ($7.68M), and Ameritas Advisory Services LLC ($3.24M).Learn more on American Century U.S. Quality Value ETF's institutional investors.

Of the 25 institutional investors that purchased American Century U.S. Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($198.14K), Stratos Wealth Advisors LLC ($153.40K), Ameritas Advisory Services LLC ($104.54K), Envestnet Asset Management Inc. ($77.86K), American Century Companies Inc. ($53.24K), LPL Financial LLC ($37.53K), and Sunpointe LLC ($13.39K).

Institutional investors have bought a total of 190,477 shares in the last 24 months. This purchase volume represents approximately $12.38M in transactions.

Of the 11 institutional investors that sold American Century U.S. Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Heritage Wealth Advisors ($41.34K), American Century Companies Inc. ($31.71K), LPL Financial LLC ($8.14K), Citadel Advisors LLC ($2.70K), Cetera Investment Advisers ($1.82K), Financial Engines Advisors L.L.C. ($1.76K), and Bank of America Corp DE ($1.29K).

Institutional investors have sold a total of 91,022 shares in the last 24 months. This volume of shares sold represents approximately $5.81M in transactions.



This page (NYSEARCA:VALQ) was last updated on 7/21/2026 by MarketBeat.com Staff.
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