Skip to content
Disclosery

VALQ AMERICAN CENTY ETF TR

Follow

CMN (fund)

39 managers (39 13F filers) reported a position in VALQ shares at 2026-03-31, 4,238,413 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
39
13F filers
39
New
8
Added
13
Reduced
11
Sold out
1
Shares held by filers
4,238,413

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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,888,391$123M0.06%+145,98513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC872,969$56.8M0.02%+23,72113F-HRTimelineGroup
Private Advisor Group, LLC605,619$39.4M0.18%-55113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …228,169$14.8M0.11%-1,73413F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.141,603$9.21M0.57%-11,27313F-HRTimelineGroup
LPL Financial LLC116,534$7.58M<0.01%+41813F-HRTimeline
Kingsview Wealth Management, LLC113,969$7.41M0.1%new13F-HRTimeline
Worth Financial Advisory Group, LLC4,707$3.69M1.65%-3,83713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…49,349$3.21M0.12%+37113F-HRTimelineGroup
Rubicon Advisors, GP33,570$2.18M1.9%+28,43513F-HRTimeline
Heritage Wealth Advisors17,274$1.12M0.04%-59613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,681$1.08M<0.01%+9,27613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,697$891K<0.01%new13F-HRTimelineGroup
Sunpointe, LLC13,086$851K0.28%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,715$762K<0.01%-1,29413F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.11,302$735K0.18%new13F-HRTimeline
Financial Engines Advisors L.L.C.11,190$728K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…10,754$699K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,531$685K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC9,666$629K<0.01%+2913F-HRTimeline
Cetera Investment Advisers8,840$575K<0.01%-16413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,270$473K<0.01%-3,08413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,626$431K<0.01%+1,03913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,300$410K<0.01%-9,03413F-HRTimelineGroup
WealthBridge Capital Management, LLC5,641$367K0.08%-6813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,997$325K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC3,600$234K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,537$229K<0.01%-79813F-HRTimeline
Farther Finance Advisors, LLC3,475$225K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,123$138K<0.01%new13F-HRTimelineGroup
MAI Capital Management1,450$94.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,114$72.5K<0.01%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,000$64.2K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC971$63.1K<0.01%+77113F-HRTimelineGroup
PRIVATE TRUST CO NA411$26.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY162$10.5K<0.01%+113F-HRTimelineGroup
Key Capital Management, INC67$4.37K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.52$3.35K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$61<0.01%+113F-HR/ATimelineGroup