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ACLC AMERICAN CENTY ETF TR

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LARG CA EQUI ETF (fund)

25 managers (25 13F filers) reported a position in ACLC shares at 2024-12-31, 2,853,895 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
6
Added
9
Reduced
5
Sold out
1
Shares held by filers
2,853,895

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC2,370,302$167M0.05%-241,35213F-HRTimelineGroup
Merriman Wealth Management, LLC261,334$18.4M0.77%+9,97913F-HRTimeline
Sunpointe, LLC77,348$5.46M2.74%+67,10013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,194$2.06M0.01%+3,54013F-HRTimelineGroup
FINANCIAL COUNSELORS INC24,343$1.72M0.03%-6313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,900$1.4M<0.01%-22,00013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,367$802K<0.01%new13F-HRTimelineGroup
LPL Financial LLC9,026$637K<0.01%+1,65813F-HRTimeline
COMERICA BANK7,956$561K<0.01%-7,07213F-HR/ATimeline
MML INVESTORS SERVICES, LLC6,082$429K<0.01%-14913F-HRTimeline
HRT FINANCIAL LP5,269$371K<0.01%new13F-HRTimeline
CRA Financial Services, LLC4,650$328K0.06%+7513F-HRTimeline
New Hampshire Trust4,515$319K0.07%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,740$264K<0.01%+913F-HRTimeline
Summit Asset Management, LLC3,510$248K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,214$227K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,148$222K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,037$214K0.04%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,700$120K<0.01%+76913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,685$119K<0.01%+33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,093$77.1K<0.01%new13F-HR/ATimelineGroup
Caldwell Trust Co974$68.7K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA456$32K<0.01%+44013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52$3.69K<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.