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Disclosery

CATF AMERICAN CENTY ETF TR

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CALIF MUN BD ETF (fund)

23 managers (23 13F filers) reported a position in CATF shares at 2026-06-30, 1,350,031 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
23
13F filers
23
New
9
Added
10
Reduced
2
Sold out
2
Shares held by filers
1,350,031

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Composition Wealth, LLC413,265$20.8M0.24%+1,41913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC366,900$18.4M0.01%013F-HRTimelineGroup
San Luis Wealth Advisors LLC194,210$9.76M1.47%+56,75413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,281$4.19M<0.01%+62,96513F-HRTimelineGroup
Weaver Consulting Group55,518$2.79M0.57%+90013F-HRTimeline
LPL Financial LLC54,697$2.75M<0.01%+24,01813F-HRTimeline
Ballast Rock Private Wealth LLC41,452$2.08M0.96%+1,83513F-HRTimeline
Cooper Capital Advisors LLC32,079$1.61M0.7%+6,41713F-HRTimeline
EHRLICH FINANCIAL GROUP21,389$1.08M0.55%+7,01713F-HRTimeline
WEALTHGARDEN F.S. LLC16,390$824K0.47%+1,32113F-HRTimeline
Mutual Advisors, LLC12,461$626K0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,120$509K0.01%new13F-HRTimeline
Private Advisor Group, LLC9,197$462K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,344$369K<0.01%new13F-HR/ATimeline
Almanack Investment Partners, LLC.6,299$317K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,726$288K<0.01%+1,62413F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,500$276K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,415$272K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,065$255K<0.01%-8,17113F-HRTimelineGroup
Farther Finance Advisors, LLC3,100$156K<0.01%-8,34413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…504$25.3K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64$3.22K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG55$2.77K<0.01%new13F-HRTimelineGroup