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ESGY Institutional Ownership

American Century Sustainable Growth ETF
1W: +0.7% 1M: +3.0% 3M: +5.9% 1Y: +25.4% 3Y: +52.6% 5Y: +106.6%
$59.12
Last traded 2025-07-10 — delisted
ETF AMEX · AUM $17.9M

Institutional Ownership — ESGY

7
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (9 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Prosperity Financial Group, Inc. 23,481 $1M -105 -0.4% 12Q SEC ↗
2 Colorado Capital Management, Inc. 16,101 $952K -635 -3.8% 9Q SEC ↗
3 Hurley Capital, LLC 1,272 $75K +5 +0.4% 5Q SEC ↗
4 MORGAN STANLEY 1,199 $71K — +0.0% 10Q SEC ↗
5 Coston, McIsaac & Partners 236 $14K — +0.0% 17Q SEC ↗
6 MERCER GLOBAL ADVISORS INC /ADV NEW 30 $2K — +0.0% 1Q SEC ↗
7 CITADEL ADVISORS LLC 0 $0K -8,257 -100.0% 1Q SEC ↗
8 UBS Group AG 0 $0K -46 -100.0% 7Q SEC ↗
9 AMERICAN CENTURY COMPANIES INC 0 $0K -79,000 -100.0% 13Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
MERCER GLOBAL ADVISORS INC /ADV 30 $2K
Sold Out (3)
HolderPrev SharesPrev Value
AMERICAN CENTURY COMPANIES INC 79,000 $5M
CITADEL ADVISORS LLC 8,257 $488K
UBS Group AG 46 $3K
Biggest Increases (1)
HolderAddedChange %Total Shares
Hurley Capital, LLC +5 +0.4% 1,272
Biggest Decreases (2)
HolderReducedChange %Total Shares
Colorado Capital Management, Inc. -635 -3.8% 16,101
Prosperity Financial Group, Inc. -105 -0.4% 23,481

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms