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ACLC AMERICAN CENTY ETF TR

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LARG CA EQUI ETF (fund)

21 managers (21 13F filers) reported a position in ACLC shares at 2024-09-30, 3,014,487 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
21
New
4
Added
5
Reduced
7
Sold out
1
Shares held by filers
3,014,487

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,611,654$184M0.06%-535,80513F-HRTimelineGroup
Merriman Wealth Management, LLC251,355$17.7M0.72%+11,37913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,900$2.95M0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,654$1.8M0.01%-53713F-HRTimelineGroup
FINANCIAL COUNSELORS INC24,406$1.72M0.03%-66113F-HRTimeline
COMERICA BANK15,028$1.06M<0.01%+4013F-HRTimeline
Sunpointe, LLC10,248$720K0.59%new13F-HRTimeline
LPL Financial LLC7,368$518K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,231$438K<0.01%+2,43013F-HRTimeline
CRA Financial Services, LLC4,575$322K0.06%-10013F-HRTimeline
New Hampshire Trust4,515$317K0.07%-2413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,731$262K<0.01%+1013F-HRTimeline
Summit Asset Management, LLC3,510$247K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG1,355$95.3K<0.01%+8513F-HRTimelineGroup
Caldwell Trust Co974$68.5K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/931$65.4K<0.01%-6213F-HRTimelineGroup
Aspire Wealth Management Corp736$51.7K0.03%new13F-HRTimeline
Kennebec Savings Bank248$17.4K0.02%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52$3.67K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16$1K<0.01%-5,07113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.