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American Cent Qual Convt SEC (QCON)

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Envestnet Asset Management Inc
INCREASED
Shares500,447 from 487,845
Change+12,602 (+3%)
Value$23.8M (+$2.0M)
Filed 2025-08-01
Jane Street Group, LLC
INCREASED
Shares82,684 from 29,380
Change+53,304 (+181%)
Value$3.9M (+$2.6M)
Filed 2025-08-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,889 from 16,462
Change+4,427 (+27%)
Value$993 (+$258)
Filed 2025-07-31
Avestar Capital, LLC
DECREASED
Shares17,476 from 19,448
Change-1,972 (-10%)
Value$830.6K (-$37.5K)
Filed 2025-08-13
Citadel Advisors LLC
NEW
Shares15,708
Change+15,708
Value$746.6K
Filed 2025-08-14
LPL Financial LLC
DECREASED
Shares13,063 from 15,014
Change-1,951 (-13%)
Value$620.8K (-$49.3K)
Filed 2025-08-12
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares11,721 from 88,786
Change-77,065 (-87%)
Value$557.1K (-$3.4M)
Filed 2025-08-12
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
DECREASED
Shares9,609 from 9,779
Change-170 (-2%)
Value$456.7K (+$19.9K)
Filed 2025-08-04
MML Investors Services, LLC
INCREASED
Shares8,557 from 6,824
Change+1,733 (+25%)
Value$407 (+$102)
Filed 2025-08-14
Susquehanna International Group, LLP
DECREASED
Shares6,648 from 10,522
Change-3,874 (-37%)
Value$316.0K (-$153.7K)
Filed 2025-08-14
OneDigital Investment Advisors LLC
UNCHANGED
Shares5,176 from 5,176
Change0 (0%)
Value$246.0K (+$15.0K)
Filed 2025-08-07
Independent Financial Group, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$218.6K (+$13.3K)
Filed 2026-05-15
AE Wealth Management LLC
INCREASED
Shares4,191 from 2,979
Change+1,212 (+41%)
Value$199.2K (+$66.2K)
Filed 2025-08-06
Private Trust Co NA
NEW
Shares400
Change+400
Value$19.0K
Filed 2025-07-29
Morgan Stanley
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$11.5K (+$700)
Filed 2025-08-14
UBS Group AG
CLOSED
Shares0 from 1,569
Change-1,569 (-100%)
Value$0 (-$70.0K)
Filed 2025-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Envestnet Asset Management Inc
INCREASED500,447487,845+12,602+3%$21.8M$23.8M+$2.0M2025-08-01
Jane Street Group, LLC
INCREASED82,68429,380+53,304+181%$1.3M$3.9M+$2.6M2025-08-14
Cambridge Investment Research Advisors, Inc.
INCREASED20,88916,462+4,427+27%$735$993+$2582025-07-31
Avestar Capital, LLC
DECREASED17,47619,448-1,972-10%$868.1K$830.6K-$37.5K2025-08-13
Citadel Advisors LLC
NEW15,708—+15,708——$746.6K—2025-08-14
LPL Financial LLC
DECREASED13,06315,014-1,951-13%$670.1K$620.8K-$49.3K2025-08-12
Spectrum Wealth Advisory Group, LLC
DECREASED11,72188,786-77,065-87%$4.0M$557.1K-$3.4M2025-08-12
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
DECREASED9,6099,779-170-2%$436.8K$456.7K+$19.9K2025-08-04
MML Investors Services, LLC
INCREASED8,5576,824+1,733+25%$305$407+$1022025-08-14
Susquehanna International Group, LLP
DECREASED6,64810,522-3,874-37%$469.7K$316.0K-$153.7K2025-08-14
OneDigital Investment Advisors LLC
UNCHANGED5,1765,17600%$231.0K$246.0K+$15.0K2025-08-07
Independent Financial Group, LLC
UNCHANGED4,6004,60000%$205.3K$218.6K+$13.3K2026-05-15
AE Wealth Management LLC
INCREASED4,1912,979+1,212+41%$133.0K$199.2K+$66.2K2025-08-06
Private Trust Co NA
NEW400—+400——$19.0K—2025-07-29
Morgan Stanley
UNCHANGED24224200%$10.8K$11.5K+$7002025-08-14
UBS Group AG
CLOSED01,569-1,569-100%$70.0K$0-$70.0K2025-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 17 of 17 institutions