Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
-
Equity / MID CAP GRW IMP
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Number of holders
-
8
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Total 13F shares, excl. options
-
693,680
-
Shares change
-
+95,908
-
Total reported value, excl. options
-
$32,932,271
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Value change
-
+$4,553,213
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Number of buys
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5
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Number of sells
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-2
-
Price
-
$47.47
Significant Holders of AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) as of Q2 2023
8 filings reported holding MID - AMERICAN CENTY ETF TR - MID CAP GRW IMP as of Q2 2023.
AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 693,680 shares
.
Largest 8 shareholders include ENVESTNET ASSET MANAGEMENT INC (613,533 shares), LINCOLN NATIONAL CORP (28,935 shares), Orion Portfolio Solutions, LLC (23,868 shares), Orion Porfolio Solutions, LLC (23,868 shares), Addison Advisors LLC (2,000 shares), UBS Group AG (1,013 shares), Royal Bank of Canada (338 shares), and WealthShield Partners, LLC (125 shares).
This table shows the top 8 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.