Q3 2021 13F Holders as of 9/30/2021
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Type / Class
-
Equity / LARGE CAP EQUITY
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Number of holders
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7
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Total 13F shares, excl. options
-
2.43M
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Shares change
-
-130K
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Total reported value, excl. options
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$132M
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Value change
-
-$7.08M
-
Number of buys
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4
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Number of sells
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-4
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Price
-
$54.32
Significant Holders of AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) as of Q3 2021
9 filings reported holding ACLC - AMERICAN CENTY ETF TR - LARGE CAP EQUITY as of Q3 2021.
AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.43M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.38M shares), SeaCrest Wealth Management, LLC (31.2K shares), CITADEL ADVISORS LLC (10.3K shares), BANK OF AMERICA CORP /DE/ (5.94K shares), Joseph P. Lucia & Associates, LLC (1.48K shares), Caldwell Trust Co (974 shares), ADVISOR GROUP HOLDINGS, INC. (763 shares), Spire Wealth Management (100 shares), UBS Group AG (0 shares), and ROYAL BANK OF CANADA (0 shares).
This table shows the top 7 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.