AMERICAN CENTURY US QUALITY VALQ

US
$69.40
-0.1%
52w: $59.30 – $69.79

Latest 13F among current holders filed 1 month ago (May 18, 2026)

Price — last 12 months

research preview data
59.3064.5569.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
39
+7 QoQ
13F value
$279.0M
+8.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$189.8M
Q1 2024
$187.6M
Q2 2024
$210.2M
Q3 2024
$206.0M
Q4 2024
$217.6M
Q1 2025
$224.3M
Q2 2025
$230.1M
Q3 2025
$258.2M
Q4 2025
$279.0M
Q1 2026

Number of holders

32
Q1 2024
27
Q2 2024
28
Q3 2024
34
Q4 2024
30
Q1 2025
33
Q2 2025
31
Q3 2025
32
Q4 2025
39
Q1 2026

Who owns VALQ?

Q1 2026 filings
FundTypeSharesValue% of fundChange
AMERICAN CENTURY COMPANIES INC Diversified mechanical1.9M$122.8M0.1%+8.4%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor873.0K$56.8M0.0%+2.8%
Private Advisor Group, LLC Wealth advisor605.6K$39.4M0.2%-0.1%
Pinnacle Financial Partners, Inc. Diversified mechanical228.2K$14.8M0.1%-0.8%
Stratos Wealth Advisors, LLC Wealth advisor141.6K$9.2M0.6%-7.4%
LPL Financial LLC Bank broker116.5K$7.6M0.0%+0.4%
Kingsview Wealth Management, LLC Wealth advisor114.0K$7.4M0.1%New
Worth Financial Advisory Group, LLC Other4.7K$3.7M1.6%-44.9%
Ameritas Advisory Services, LLC Wealth advisor49.3K$3.2M0.1%+0.8%
Rubicon Advisors, GP Wealth advisor33.6K$2.2M2.0%+553.7%
Heritage Wealth Advisors Wealth advisor17.3K$1.1M0.0%-3.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Insurance16.7K$1.1M0.0%+125.3%
CITADEL ADVISORS LLC Multistrat pod13.7K$891K0.0%New
Sunpointe, LLC Other13.1K$851K0.3%Held
BANK OF AMERICA CORP /DE/ Bank broker11.7K$762K0.0%-9.9%
BEAM WEALTH ADVISORS, INC. Wealth advisor11.3K$735K0.2%New
Financial Engines Advisors L.L.C. Wealth advisor11.2K$728K0.0%Held
Cambridge Investment Research Advisors, Inc. Wealth advisor10.8K$699K0.0%Held
GOLDMAN SACHS GROUP INC Bank broker10.5K$685K0.0%New
HighTower Advisors, LLC Diversified mechanical9.7K$629K0.0%+0.3%
Cetera Investment Advisers Wealth advisor8.8K$575K0.0%-1.8%
RAYMOND JAMES FINANCIAL INC Bank broker7.3K$473K0.0%-29.8%
ROYAL BANK OF CANADA Bank broker6.6K$431K0.0%+18.6%
OSAIC HOLDINGS, INC. Wealth advisor6.3K$410K0.0%-58.9%
WealthBridge Capital Management, LLC Wealth advisor5.6K$367K0.1%-1.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker5.0K$325K0.0%New
Investment Advisory Group, LLC Wealth advisor3.6K$234K0.1%Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Wealth advisor3.5K$229K0.0%-18.4%
Farther Finance Advisors, LLC Wealth advisor3.5K$225K0.0%Held
UBS Group AG Bank broker2.1K$138K0.0%New
MAI Capital Management Wealth advisor1.4K$94K0.0%Held
HARBOUR INVESTMENTS, INC. Wealth advisor1.1K$72K0.0%+0.3%
JPMORGAN CHASE & CO Bank broker1.0K$64K0.0%New
FMR LLC Long only active971$63K0.0%+385.5%
PRIVATE TRUST CO NA Diversified mechanical411$27K0.0%Held
MORGAN STANLEY Bank broker162$11K0.0%+0.6%
Key Capital Management, INC Wealth advisor67$4K0.0%New
Harbor Asset Planning, Inc. Wealth advisor52$3K0.0%+2.0%
WELLS FARGO & COMPANY/MN Bank broker1$610.0%New

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