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MID AMERICAN CENTY ETF TR

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MID CAP GRW IMP (fund)

17 managers (17 13F filers) reported a position in MID shares at 2024-12-31, 1,029,039 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
6
Reduced
2
Sold out
2
Shares held by filers
1,029,039

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 INC776,431$46.8M0.02%-78,11713F-HRTimelineGroup
Sunpointe, LLC75,860$4.58M2.3%+69,98813F-HRTimeline
MML INVESTORS SERVICES, LLC49,947$3.01M0.01%-79513F-HRTimeline
Impact Investors, Inc48,082$2.9M2.25%13F-HRTimeline
Peak Planning Group, LLC30,793$1.86M0.77%+1,21913F-HRTimeline
Orion Porfolio Solutions, LLC12,879$777K0.01%+1,62713F-HRTimeline
Orion Portfolio Solutions, LLC12,879$777K0.01%+1,62713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,877$716K<0.01%+2,99413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,918$236K0.11%new13F-HRTimeline
Addison Advisors LLC2,675$161K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,335$80.5K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.831$50.1K<0.01%013F-HRTimeline
MAI Capital Management775$46.7K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.543$32.8K<0.01%new13F-HR/ATimelineGroup
WealthShield Partners, LLC211$12.7K<0.01%+6413F-HRTimeline
IFP Advisors, Inc3$181<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.