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Disclosery

QGRO AMERICAN CENTY ETF TR

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US QUALITY GROW (fund)

118 managers (120 13F filers) reported a position in QGRO shares at 2024-12-31, 9,845,657 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
118
13F filers
120
New
17
Added
46
Reduced
39
Sold out
8
Shares held by filers
9,845,657

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,375,211$137M0.06%+132,97113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,168,742$117M17.72%+922,69513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC894,897$89.2M0.05%-147,85813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…873,010$87M1.95%+39,70013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC627,720$62.6M0.02%-69,94613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,496$41.6M0.02%13F-HR/ATimelineGroup
Procyon Advisors, LLC305,844$30.5M1.95%-15,20713F-HRTimeline
Independent Advisor Alliance277,267$27.6M0.37%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.269,445$26.9M0.06%+21,23013F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP237,520$23.7M0.3%+4113F-HRTimeline
WIN ADVISORS, INC198,578$19.8M9.58%+16,21413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding188,117$18.8M+5,447Timeline
Private Advisor Group, LLC182,221$18.2M0.1%+47,96613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162,887$16.2M<0.01%+36,99313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.160,298$16M0.15%+11,28613F-HRTimelineGroup
IAM Advisory, LLC147,731$14.7M3.73%-3,94613F-HRTimeline
Ruggaard & Associates LLC133,553$13.3M5.84%+3,39013F-HRTimeline
Per Stirling Capital Management, LLC.122,669$12.2M1.74%-4,07313F-HRTimeline
Cetera Investment Advisers109,870$11M0.02%-1,46513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,883$10.5M0.02%-49913F-HRTimeline
Larson Financial Group LLC102,862$10.3M0.53%+52,74113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…91,691$9.14M0.32%+30,27213F-HRTimelineGroup
Dakota Wealth Management80,937$8.07M0.19%-16,15813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC76,365$7.61M3.81%+28213F-HRTimeline
MFA Wealth Services75,940$7.57M6.07%13F-HRTimeline
Intrua Financial, LLC73,145$7.29M1.18%+8,90513F-HRTimeline
Cambridge Investment Research Advisors,…62,967$6.28M0.02%-28,29013F-HRTimeline
Pathway Financial Advisors LLC58,422$5.82M1.34%-1,08613F-HRTimeline
Parcion Private Wealth LLC48,901$4.88M0.37%+40513F-HRTimeline
Sigma Planning Corp47,544$4.74M0.15%-5,05913F-HRTimeline
MONEYWISE, INC.46,897$4.68M2.34%-22,42213F-HRTimeline
WR Wealth Planners, LLC44,428$4.43M1.42%+5,03813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC42,251$4.21M0.22%-16,03913F-HRTimeline
UBS Group AGin group UBS Group AG42,207$4.21M<0.01%-12,73013F-HRTimelineGroup
PCG Wealth Advisors, LLC38,058$3.79M1.4%-1,62013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,112$3.7M+32,666Timeline
Cyndeo Wealth Partners, LLC34,643$3.45M0.23%-5,83813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,051$3.3M<0.01%+8,45113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,457$3.14M<0.01%-33,75713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,364$3.13M0.01%-3,03513F-HRTimeline
Capital Investment Advisors, LLC30,996$3.09M0.06%+8,53513F-HRTimeline
MML INVESTORS SERVICES, LLC29,524$2.94M0.01%-1,22913F-HRTimeline
IHT Wealth Management, LLC28,984$2.89M0.09%+2,12913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,665$2.86M0.11%-1,41313F-HRTimelineGroup
Cresset Asset Management, LLC28,632$2.85M0.01%+1,02813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,777$2.67M<0.01%-7,99913F-HRTimelineGroup
Petros Family Wealth, LLC24,520$2.44M2.64%13F-HRTimeline
Bedel Financial Consulting, Inc.22,539$2.41M0.34%-59213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,188$2.31M0.01%+3,04313F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…21,923$2.19M1.1%+73513F-HRTimelineGroup
Legacy CG, LLC19,130$1.91M0.58%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,670$1.86M<0.01%+7,80013F-HRTimelineGroup
IFP Advisors, Inc15,724$1.57M0.05%+1,61513F-HRTimeline
Janney Montgomery Scott LLC15,400$1.53M<0.01%-32313F-HRTimeline
Integrated Wealth Concepts LLC14,271$1.42M0.02%+72313F-HRTimeline
WCG Wealth Advisors LLC13,677$1.36M0.09%-3,45913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,345$1.33M<0.01%-40813F-HRTimelineGroup
KWB Wealth14,032$1.28M0.16%-14413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,684$1.27M0.12%new13F-HRTimeline
Unified Investment Management12,636$1.26M1.43%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,505$1.25M<0.01%-9,11513F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC11,527$1.15M0.16%-7,00413F-HRTimeline
Atria Investments, Inc10,723$1.07M0.01%-10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,344$1.03M<0.01%+9,98413F-HRTimelineGroup
Freestate Advisors LLC9,777$975K1.01%+113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,605$958K0.01%-7113F-HRTimeline
Strategic Equity Management9,595$957K0.4%+6,26213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC8,766$874K0.25%+1,75813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,704$868K0.08%new13F-HRTimeline
Hobbs Group Advisors, LLC8,247$822K0.31%-3,14213F-HRTimeline
D.A. DAVIDSON & CO.8,034$801K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.7,910$789K0.03%-40413F-HRTimeline
Sunpointe, LLC7,138$712K0.36%new13F-HRTimeline
Astoria Portfolio Advisors LLC.7,130$711K0.25%+1,29713F-HRTimeline
BlueChip Wealth Advisors LLC5,773$576K0.32%-9,16513F-HRTimeline
HighTower Advisors, LLC5,550$553K<0.01%013F-HRTimeline
Waverly Advisors, LLC5,499$548K0.01%-22413F-HRTimeline
Aurora Private Wealth, Inc.5,357$534K0.4%+113F-HRTimeline
AE Wealth Management LLC5,340$532K<0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…4,597$458K0.03%-95613F-HRTimeline
Arkadios Wealth Advisors4,532$452K0.02%+12213F-HRTimeline
PRIVATE TRUST CO NA4,177$416K0.04%+913F-HRTimeline
Clark Capital Management Group, Inc.4,026$401K<0.01%+1,64013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,945$393K0.29%13F-HRTimeline
COZAD ASSET MANAGEMENT INC3,657$365K0.03%+34513F-HRTimeline
Western Wealth Management, LLC3,465$345K0.02%+59013F-HR/ATimeline
Beacon Financial Advisory LLC3,007$300K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,985$298K0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC2,855$285K<0.01%-61413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,843$283K<0.01%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,715$271K0.07%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,663$266K<0.01%+1,04813F-HR/ATimelineGroup
Good Life Advisors, LLC2,538$253K0.02%+4513F-HRTimeline
Leo Wealth, LLC2,389$238K0.02%new13F-HRTimeline
Global Retirement Partners, LLC2,357$235K0.01%+46713F-HRTimeline
Atria Wealth Solutions, Inc.2,249$224K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,226$222K0.01%+39213F-HRTimeline
Savvy Advisors, Inc.2,166$216K0.03%new13F-HRTimeline
Alta Wealth Advisors LLC2,092$209K0.09%new13F-HRTimeline
Cannon Wealth Management Services, LLC1,900$200K0.17%-5,00413F-HRTimeline
Vermillion & White Wealth Management Gr…2,004$200K0.15%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,635$163K0.01%013F-HRTimeline
IFG Advisory, LLC143,081$143K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,072$107K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …811$80.9K0.02%new13F-HRTimelineGroup
FMR LLCin group FMR LLC797$79.4K<0.01%-2913F-HRTimelineGroup
Key Financial Inc725$72.3K0.02%+35013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO360$35.9K<0.01%+27813F-HRTimelineGroup
PSI Advisors, LLC161$16K<0.01%013F-HRTimeline
Parallel Advisors, LLC127$12.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC125$12.5K<0.01%+2513F-HRTimeline
Farther Finance Advisors, LLC118$11.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…92$9.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC50$4.99K<0.01%13F-HRTimeline
Truvestments Capital LLC36$3.59K<0.01%new13F-HRTimeline
Tidemark, LLC18$1.79K<0.01%013F-HRTimeline
GeoWealth Management, LLC16$1.59K<0.01%-99,50013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$300<0.01%013F-HRTimeline