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AAAA Institutional Ownership

Amplius Aggressive Asset Allocation ETF
1W: -0.4% YTD: +0.8%
$30.69
+0.23 (+0.76%)
 
ETF CBOE · AUM $281.7M

Institutional Ownership — AAAA

3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
277M
Total Invested
0
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Amplius Wealth Advisors, LLC 9,090,785 $279M +24,960 +0.3% 4Q SEC ↗
2 ROYAL BANK OF CANADA 7,022 $216K +5,918 +536.1% 4Q SEC ↗
3 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 546 $17K — +0.0% 4Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (2)
HolderAddedChange %Total Shares
Amplius Wealth Advisors, LLC +24,960 +0.3% 9,090,785
ROYAL BANK OF CANADA +5,918 +536.1% 7,022
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms