Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / LARGE CAP EQUITY
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
1.97M
-
Shares change
-
+120K
-
Total reported value, excl. options
-
$94.6M
-
Value change
-
+$5.85M
-
Number of buys
-
6
-
Number of sells
-
-5
-
Price
-
$48.15
Significant Holders of AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) as of Q4 2022
17 filings reported holding ACLC - AMERICAN CENTY ETF TR - LARGE CAP EQUITY as of Q4 2022.
AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.97M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.91M shares), Kestra Advisory Services, LLC (19.1K shares), FINANCIAL COUNSELORS INC (8.68K shares), Fortitude Advisory Group L.L.C. (4.81K shares), CRA Financial Services, LLC (4.55K shares), Aspire Wealth Management Corp (4.25K shares), Royal Bank of Canada (3.73K shares), UBS Group AG (2.97K shares), New Hampshire Trust (1.86K shares), and Caldwell Trust Co (974 shares).
This table shows the top 14 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.