Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / MID CAP GRW IMP
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Number of holders
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7
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Total 13F shares, excl. options
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739,048
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Shares change
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+45,368
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Total reported value, excl. options
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$33,033,658
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Value change
-
+$2,025,008
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Number of buys
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1
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Number of sells
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-5
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Price
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$44.70
Significant Holders of AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) as of Q3 2023
8 filings reported holding MID - AMERICAN CENTY ETF TR - MID CAP GRW IMP as of Q3 2023.
AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 739,048 shares
.
Largest 8 shareholders include ENVESTNET ASSET MANAGEMENT INC (687,529 shares), LINCOLN NATIONAL CORP (28,493 shares), Orion Porfolio Solutions, LLC (10,289 shares), Orion Portfolio Solutions, LLC (10,289 shares), Addison Advisors LLC (2,000 shares), Royal Bank of Canada (338 shares), WealthShield Partners, LLC (110 shares), and UBS Group AG (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.