AMERICAN CENTY ETF TR (LVOL)
Institutional ownership reported to the SEC as of Q1 2025, across 17 quarters.
6
Reporting holders
$11.4M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $10.4M | 192,650 | 0.01% | 17q | +3.3%+$337.3K |
| CITADEL ADVISORS LLC | $617.9K | 11,401 | 0.00% | 4q | -5.6%-$36.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $245.4K | 4,529 | 0.01% | 4q | HELD |
| AE Wealth Management LLC | $70.6K | 1,302 | 0.00% | 2q | +544.6%+$59.6K |
| CIBC Private Wealth Group LLC | $9.7K | 200 | 0.00% | new | NEW |
| UBS Group AG | $3.3K | 60 | 0.00% | 2q | -1.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 6 | $11.4M | 210,142 | 1 | 2 | 2 | 0.0% |
| Q4 2024 | 5 | $11.1M | 203,291 | 2 | 0 | 2 | 0.0% |
| Q3 2024 | 3 | $11.1M | 203,213 | 0 | 2 | 1 | 0.0% |
| Q2 2024 | 3 | $10.4M | 202,887 | 2 | 0 | 1 | 0.0% |
| Q1 2024 | 1 | $10.1M | 196,334 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $9.1M | 189,994 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 3 | $7.7M | 177,689 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 3 | $8.1M | 179,170 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $7.0M | 161,302 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 4 | $7.0M | 164,430 | 1 | 0 | 2 | 0.0% |
| Q3 2022 | 3 | $6.4M | 166,652 | 0 | 2 | 1 | 0.0% |
| Q2 2022 | 3 | $6.1M | 150,772 | 1 | 1 | 1 | 0.0% |
| Q1 2022 | 3 | $7.1M | 151,857 | 0 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $5.9M | 118,540 | 1 | 1 | 1 | 0.0% |
| Q3 2021 | 2 | $4.6M | 105,833 | 1 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $4.5M | 102,095 | 0 | 1 | 0 | 0.0% |
| Q1 2021 | 2 | $4.6M | 111,946 | 2 | 0 | 0 | 0.0% |