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American Century US Quality (VALQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares118,906 from 120,990
Change-2,084 (-2%)
Value$8.3M (-$153.9K)
Filed 2026-11-06
Rubicon Advisors, GP
DECREASED
Shares23,225 from 24,220
Change-995 (-4%)
Value$1.6M (-$71.0K)
Filed 2026-10-23
Beam Wealth Advisors, Inc.
INCREASED
Shares17,347 from 14,672
Change+2,675 (+18%)
Value$1.2M (+$185.2K)
Filed 2026-11-03
Sunpointe, LLC
UNCHANGED
Shares13,086 from 13,086
Change0 (0%)
Value$911.3K (-$949)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares10,754 from 10,754
Change0 (0%)
Value$749.0K (-$1.0K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares8,336 from 8,275
Change+61 (+1%)
Value$580.5K (+$3.6K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares5,641 from 5,641
Change0 (0%)
Value$392.8K (-$409)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,752 from 3,713
Change+39 (+1%)
Value$264.4K (+$5.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$242.0K (-$252)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
NEW
Shares3,000
Change+3,000
Value$208.9K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$28.6K (-$29)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares212
Change+212
Value$14.8K
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.6K (+$11)
Filed 2026-10-23
Key Capital Management, Inc
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-03
American Century Companies Inc
N/A
Shares— from 1,948,731
Change-1,948,731 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 924,716
Change-924,716 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 634,114
Change-634,114 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 223,276
Change-223,276 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 145,152
Change-145,152 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 83,699
Change-83,699 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,496
Change-21,496 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 17,274
Change-17,274 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,108
Change-11,108 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,723
Change-9,723 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 162
Change-162 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED118,906120,990-2,084-2%$8.4M$8.3M-$153.9K2026-11-06
Rubicon Advisors, GP
DECREASED23,22524,220-995-4%$1.7M$1.6M-$71.0K2026-10-23
Beam Wealth Advisors, Inc.
INCREASED17,34714,672+2,675+18%$1.0M$1.2M+$185.2K2026-11-03
Sunpointe, LLC
UNCHANGED13,08613,08600%$912.2K$911.3K-$9492026-10-22
Cambridge Investment Research Advisors, Inc.
UNCHANGED10,75410,75400%$750.0K$749.0K-$1.0K2026-11-02
Worth Financial Advisory Group, LLC
INCREASED8,3368,275+61+1%$576.9K$580.5K+$3.6K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED5,6415,64100%$393.2K$392.8K-$4092026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED3,7523,713+39+1%$259.1K$264.4K+$5.3K2026-10-13
Farther Finance Advisors, LLC
UNCHANGED3,4753,47500%$242.2K$242.0K-$2522026-10-08
Mesirow Financial Investment Management, Inc.
NEW3,000—+3,000——$208.9K—2026-11-05
Private Trust Co NA
UNCHANGED41141100%$28.7K$28.6K-$292026-10-20
Root Financial Partners, LLC
NEW212—+212——$14.8K—2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED525200%$3.6K$3.6K+$112026-10-23
Key Capital Management, Inc
CLOSED068-68-100%$4.7K$0-$4.7K2026-11-03
American Century Companies Inc
N/A—1,948,731-1,948,731-100%$135.8M———
Envestnet Asset Management Inc
N/A—924,716-924,716-100%$64.5M———
Private Advisor Group, LLC
N/A—634,114-634,114-100%$44.2M———
Pinnacle Financial Partners, Inc.
N/A—223,276-223,276-100%$15.6M———
Stratos Wealth Advisors, LLC
N/A—145,152-145,152-100%$10.1M———
Ameritas Advisory Services, LLC
N/A—83,699-83,699-100%$5.8M———
Northwestern Mutual Wealth Management Co
N/A—21,496-21,496-100%$1.5M———
Heritage Wealth Advisors
N/A—17,274-17,274-100%$1.2M———
Bank of America Corp
N/A—11,844-11,844-100%$825.7K———
Financial Engines Advisors L.L.C.
N/A—11,190-11,190-100%$780.1K———
Goldman Sachs Group Inc
N/A—11,108-11,108-100%$774.4K———
HighTower Advisors, LLC
N/A—9,723-9,723-100%$677.8K———
Royal Bank of Canada
N/A—8,635-8,635-100%$602.0K———
JPMorgan Chase & Co
N/A—6,299-6,299-100%$437.8K———
Raymond James Financial Inc
N/A—5,908-5,908-100%$411.9K———
Investment Advisory Group, LLC
N/A—3,600-3,600-100%$251.0K———
FMR LLC
N/A—1,311-1,311-100%$91.4K———
Osaic Holdings, Inc.
N/A—1,260-1,260-100%$87.8K———
Morgan Stanley
N/A—162-162-100%$11.3K———
Harbour Investments, Inc.
N/A—120-120-100%$8.3K———
Wells Fargo & Company
N/A—00—$33———
Showing 35 of 35 institutions