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MID AMERICAN CENTY ETF TR

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MID CAP GRW IMP (fund)

18 managers (18 13F filers) reported a position in MID shares at 2025-03-31, 998,724 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
3
Reduced
8
Sold out
1
Shares held by filers
998,724

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 INC748,484$42.4M0.01%-27,94713F-HRTimelineGroup
Sunpointe, LLC75,258$4.26M2.27%-60213F-HRTimeline
Impact Investors, Inc52,638$2.98M2.32%+4,55613F-HRTimeline
MML INVESTORS SERVICES, LLC39,741$2.25M0.01%-10,20613F-HRTimeline
Peak Planning Group, LLC29,972$1.7M0.71%-82113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,099$685K<0.01%+22213F-HRTimeline
Orion Porfolio Solutions, LLC11,896$674K0.01%-98313F-HRTimeline
Orion Portfolio Solutions, LLC11,896$674K0.01%-98313F-HR/ATimeline
LPL Financial LLC9,326$528K<0.01%new13F-HRTimeline
Addison Advisors LLC2,675$152K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,481$83.9K<0.01%+14613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,340$75.9K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.790$44.8K<0.01%-4113F-HRTimeline
MAI Capital Management775$43.9K<0.01%013F-HRTimeline
WealthShield Partners, LLC211$12K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139$7.87K<0.01%-40413F-HRTimelineGroup
IFP Advisors, Inc3$170<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.