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Disclosery

VALQ AMERICAN CENTY ETF TR

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CMN (fund)

33 managers (33 13F filers) reported a position in VALQ shares at 2026-06-30, 4,274,975 shares in all. 0 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
33
New
0
Added
17
Reduced
6
Sold out
6
Shares held by filers
4,274,975

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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,948,731$136M0.06%+60,34013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC924,716$64.5M0.02%+51,74713F-HRTimelineGroup
Private Advisor Group, LLC634,114$44.2M0.2%+28,49513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …223,276$15.6M0.11%-4,89313F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.145,152$10.1M0.56%+3,54913F-HRTimelineGroup
LPL Financial LLC120,990$8.43M<0.01%+4,45613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…83,699$5.83M0.12%+34,35013F-HRTimelineGroup
Rubicon Advisors, GP24,220$1.69M1.23%-9,35013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,496$1.5M<0.01%+4,81513F-HRTimelineGroup
Heritage Wealth Advisors17,274$1.2M0.04%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.14,672$1.02M0.23%+3,37013F-HR/ATimeline
Sunpointe, LLC13,086$912K0.26%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,844$826K<0.01%+12913F-HRTimelineGroup
Financial Engines Advisors L.L.C.11,190$780K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,108$774K<0.01%+57713F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,754$750K<0.01%013F-HR/ATimeline
HighTower Advisors, LLC9,723$678K<0.01%+5713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,635$602K<0.01%+2,00913F-HRTimelineGroup
Worth Financial Advisory Group, LLC8,275$577K0.24%+3,56813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,299$438K<0.01%+5,29913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,908$412K<0.01%-1,36213F-HRTimelineGroup
WealthBridge Capital Management, LLC5,641$393K0.08%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,713$259K<0.01%+17613F-HRTimeline
Investment Advisory Group, LLC3,600$251K0.05%013F-HRTimeline
Farther Finance Advisors, LLC3,475$242K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,311$91.4K<0.01%+34013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,260$87.8K<0.01%-5,04013F-HRTimelineGroup
PRIVATE TRUST CO NA411$28.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY162$11.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.120$8.34K<0.01%-99413F-HRTimeline
Key Capital Management, INC68$4.71K<0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.52$3.62K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$33<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.