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ACLC AMERICAN CENTY ETF TR

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LARG CA EQUI ETF (fund)

23 managers (23 13F filers) reported a position in ACLC shares at 2025-06-30, 2,657,671 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
23
New
3
Added
7
Reduced
10
Sold out
3
Shares held by filers
2,657,671

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC2,206,042$160M0.05%-831,85713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth292,951$21.2M0.05%+18,00713F-HRTimelineGroup
Sunpointe, LLC68,700$4.97M1.97%-9,54013F-HRTimeline
Midwest Trust Co25,564$1.85M0.03%13F-HRTimeline
MML INVESTORS SERVICES, LLC7,765$562K<0.01%+1,18413F-HRTimeline
COMERICA BANK7,090$513K<0.01%-64813F-HRTimeline
LPL Financial LLC5,838$422K<0.01%-8,20713F-HRTimeline
UBS Group AGin group UBS Group AG4,892$354K<0.01%+1,16013F-HRTimelineGroup
Summit Asset Management, LLC4,860$352K0.06%+1,35013F-HRTimeline
CRA Financial Services, LLC4,571$331K0.05%-20013F-HRTimeline
New Hampshire Trust4,506$326K0.07%-1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,302$311K<0.01%+3,43413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,755$272K<0.01%+913F-HRTimeline
Cetera Investment Advisers3,589$260K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,384$245K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,684$194K<0.01%-1,39513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,237$162K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,713$124K<0.01%-6,81613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,183$85.6K<0.01%+1013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,019$74K<0.01%-1,11813F-HR/ATimelineGroup
Caldwell Trust Co974$70.4K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52$3.78K<0.01%-5213F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.