| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 10 |
| Janney Montgomery Scott LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 5 |
| PITTENGER & ANDERSON INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own American Century Heritage Fund or have owned American Century Heritage Fund in the past.