| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
| Garde Capital, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
| Janney Montgomery Scott LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 6 |
| Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 2 |
| HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2019 | Q1 2019 | 1 |
| AI Financial Services LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
| Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
| American Research & Management Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
| TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
This page lists all the filers that currently own American Century Equity Income Inv or have owned American Century Equity Income Inv in the past.