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CATF AMERICAN CENTY ETF TR

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CALIF MUN BD ETF (fund)

16 managers (16 13F filers) reported a position in CATF shares at 2026-03-31, 1,170,188 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
8
Reduced
2
Sold out
1
Shares held by filers
1,170,188

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Composition Wealth, LLC411,846$20.5M0.28%+35,37713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC366,900$18.3M0.01%013F-HRTimelineGroup
San Luis Wealth Advisors LLC137,456$6.85M1.13%-5,66113F-HRTimeline
Weaver Consulting Group54,618$2.72M0.65%+4,68913F-HRTimeline
Ballast Rock Private Wealth LLC39,617$1.97M1.09%new13F-HRTimeline
LPL Financial LLC30,679$1.53M<0.01%new13F-HRTimeline
Cooper Capital Advisors LLC25,662$1.28M0.89%+8,38113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,316$1.01M<0.01%-15,70513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,803$937K<0.01%+14,35613F-HRTimelineGroup
WEALTHGARDEN F.S. LLC15,069$751K0.51%+2,40813F-HRTimeline
EHRLICH FINANCIAL GROUP14,372$716K0.41%+1,01613F-HRTimeline
Mariner, LLCin group Mariner, LLC13,236$659K<0.01%+5,87313F-HRTimelineGroup
Farther Finance Advisors, LLC11,444$572K0.01%+2,81513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,500$274K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,102$204K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY568$28.3K<0.01%new13F-HRTimelineGroup