Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / CALIF MUN BD ETF
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Number of holders
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5
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Total 13F shares, excl. options
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552K
-
Shares change
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-57.6K
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Total reported value, excl. options
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$27.3M
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Value change
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-$2.85M
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Number of buys
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4
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Number of sells
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-2
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Price
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$49.39
Significant Holders of AMERICAN CENTY ETF TR - CALIF MUN BD ETF (CATF) as of Q1 2025
6 filings reported holding CATF - AMERICAN CENTY ETF TR - CALIF MUN BD ETF as of Q1 2025.
AMERICAN CENTY ETF TR - CALIF MUN BD ETF (CATF) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 552K shares
.
Largest 6 shareholders include AMERICAN CENTURY COMPANIES INC (297K shares), San Luis Wealth Advisors LLC (191K shares), Weaver Consulting Group (36.7K shares), Cooper Capital Advisors LLC (16.8K shares), EHRLICH FINANCIAL GROUP (11.3K shares), and UBS Group AG (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.