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ACLC AMERICAN CENTY ETF TR

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LARG CA EQUI ETF (fund)

22 managers (22 13F filers) reported a position in ACLC shares at 2025-03-31, 3,513,262 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
13
Reduced
3
Sold out
5
Shares held by filers
3,513,262

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC3,037,899$199M0.06%+667,59713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth274,944$18M0.05%new13F-HR/ATimelineGroup
Sunpointe, LLC78,240$5.12M2.73%+89213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,363$1.79M0.01%-1,83113F-HRTimelineGroup
FINANCIAL COUNSELORS INC24,349$1.59M0.02%+613F-HRTimeline
LPL Financial LLC14,045$920K<0.01%+5,01913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,529$558K<0.01%+6,82913F-HRTimelineGroup
COMERICA BANK7,738$507K<0.01%-21813F-HRTimeline
MML INVESTORS SERVICES, LLC6,581$431K<0.01%+49913F-HRTimeline
CRA Financial Services, LLC4,771$312K0.05%+12113F-HRTimeline
New Hampshire Trust4,520$296K0.07%+513F-HRTimeline
FMR LLCin group FMR LLC4,079$267K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,960$259K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,746$245K<0.01%+613F-HRTimeline
UBS Group AGin group UBS Group AG3,732$244K<0.01%+2,04713F-HRTimelineGroup
Summit Asset Management, LLC3,510$230K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,137$140K<0.01%+1,68113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,173$76.8K<0.01%+8013F-HRTimelineGroup
Caldwell Trust Co974$63.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…868$56.8K<0.01%-2,34613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104$6.84K<0.01%+5213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.