VALQ Institutional Ownership & Shareholders
AMERICAN CENTURY US QUALITY (VALQ) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $295.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Century Companies Inc is currently the largest disclosed institutional shareholder of VALQ tracked by InsiderSet, reporting ownership valued at approximately $135.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $141.59M, representing an estimated gain of +4.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed VALQ value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Envestnet Asset Management Inc, Private Advisor Group, Llc, and several other long-term asset managers with concentrated positions in AMERICAN CENTURY US QUALITY (VALQ).
This page ranks the largest institutional VALQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$295.21M
Largest Holder
American Century Companies Inc
Largest Position
$135.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.06% | 1,948,731 | $135,848,961 | $141,594,794 | +$5,745,833 | +4.23% | |
| Envestnet Asset Management Inc | 0.02% | 924,716 | $64,463,346 | $67,189,865 | +$2,726,519 | +4.23% | |
| Private Advisor Group, Llc | 0.20% | 634,114 | $44,205,032 | $46,074,723 | +$1,869,691 | +4.23% | |
| Pinnacle Financial Partners, Inc. | 0.11% | 223,276 | $15,564,954 | $16,223,234 | +$658,280 | +4.23% | |
| Stratos Wealth Advisors, Llc | 0.56% | 145,152 | $10,118,777 | $10,546,744 | +$427,967 | +4.23% | |
| Lpl Financial Llc | 0.00% | 120,990 | $8,434,378 | $8,791,133 | +$356,755 | +4.23% | |
| Ameritas Advisory Services, Llc | 0.12% | 83,699 | $5,834,783 | $6,081,569 | +$246,786 | +4.23% | |
| Rubicon Advisors, Gp | 1.13% | 23,225 | $1,617,368 | $1,687,529 | +$70,161 | +4.34% | |
| Heritage Wealth Advisors | 0.04% | 17,274 | $1,204,212 | $1,255,129 | +$50,917 | +4.23% | |
| Beam Wealth Advisors, Inc. | 0.23% | 14,672 | $1,022,784 | $1,066,068 | +$43,284 | +4.23% | |
| Sunpointe, Llc | 0.28% | 13,086 | $911,296 | $950,829 | +$39,533 | +4.34% | |
| Bank Of America Corp | 0.00% | 11,844 | $825,669 | $860,585 | +$34,916 | +4.23% | |
| Financial Engines Advisors L.L.C. | 0.00% | 11,190 | $780,072 | $813,065 | +$32,993 | +4.23% | |
| Goldman Sachs Group Inc | 0.00% | 11,108 | $774,355 | $807,107 | +$32,752 | +4.23% | |
| Royal Bank Of Canada | 0.00% | 8,635 | $602,000 | $627,419 | +$25,419 | +4.22% | |
| Worth Financial Advisory Group, Llc | 0.24% | 8,336 | $580,511 | $605,694 | +$25,183 | +4.34% | |
| Jpmorgan Chase & Co | 0.00% | 6,299 | $437,750 | $457,685 | +$19,935 | +4.55% | |
| Raymond James Financial Inc | 0.00% | 5,908 | $411,855 | $429,275 | +$17,420 | +4.23% | |
| Wealthbridge Capital Management, Llc | 0.08% | 5,641 | $392,834 | $409,875 | +$17,041 | +4.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,752 | $264,400 | $272,620 | +$8,220 | +3.11% | |
| Investment Advisory Group, Llc | 0.05% | 3,600 | $250,961 | $261,576 | +$10,615 | +4.23% | |
| Farther Finance Advisors, Llc | 0.00% | 3,475 | $241,971 | $252,494 | +$10,523 | +4.35% | |
| Fmr Llc | 0.00% | 1,311 | $91,367 | $95,257 | +$3,890 | +4.26% | |
| Osaic Holdings, Inc. | 0.00% | 1,260 | $87,834 | $91,552 | +$3,718 | +4.23% | |
| Private Trust Co Na | 0.00% | 411 | $28,622 | $29,863 | +$1,241 | +4.34% | |
| Morgan Stanley | 0.00% | 162 | $11,335 | $11,771 | +$436 | +3.85% | |
| Harbour Investments, Inc. | 0.00% | 120 | $8,338 | $8,719 | +$381 | +4.57% | |
| Key Capital Management, Inc | 0.00% | 68 | $4,709 | $4,941 | +$232 | +4.92% | |
| Harbor Asset Planning, Inc. | 0.00% | 52 | $3,626 | $3,778 | +$152 | +4.20% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,754 | $749 | $781,386 | +$780,637 | +104223.85% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $33 | — | — | — |
Frequently asked questions about VALQ
Who are the largest institutional holders of VALQ?
The largest institutional holders of VALQ reported in the latest SEC Form 13F filings include American Century Companies Inc, Envestnet Asset Management Inc, Private Advisor Group, Llc, Pinnacle Financial Partners, Inc., and Stratos Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported VALQ position.
What is VALQ institutional ownership?
This page tracks VALQ positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENTURY US QUALITY (VALQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VALQ?
InsiderSet currently tracks 30 institutional managers reporting VALQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VALQ shareholders.
How much VALQ stock do institutions own?
Institutional investment managers disclosed approximately $295.21M in VALQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VALQ institutional ownership last updated?
The latest VALQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VALQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VALQ position after the reporting date.
Are institutions buying or selling VALQ?
Institutional buying and selling can be analyzed by comparing VALQ positions across consecutive 13F reporting periods. InsiderSet's VALQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VALQ ownership changes.
How has VALQ institutional ownership changed over time?
InsiderSet tracks VALQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.