Institutional Ownership American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 4.56 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,475
shares
|
$63,926
0.05% of portfolio
|
Q4 2024
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,367
shares
|
$59,245
0.0% of portfolio
|
Q1 2024
Added 17.54%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
446
shares
|
$19,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
201
shares
|
$8,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
46
shares
|
$1,993
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
16
shares
|
$693
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|