AAAA · Amplius Aggressive Asset Allocation ETF · Holdings ETF
$30.45
-0.06 (-0.19%)
At close · Sep 30
Return incl. dividend (before tax)
Volume · Sep 30
864
Avg daily vol (3M)
6117
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 3
Total Value: $276,999,355
Total Shares: 9,098,353
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
99.9%
−0.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,983
Highly concentrated−13
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
2
Decreased
0
Sold Out
0
Unchanged
1
Holder count:
0
Institutional value:
+14.2%
Shares held:
+0.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Amplius Wealth Advisors, LLC | +24,960 | 9,090,785 | |
| Mega ROYAL BANK OF CANADA | +5,918 | 7,022 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Amplius Wealth Advisors, LLC | $276,768,949 | 99.92% | 9,090,785 | Shares | 2026-07-17 | |
| Mega ROYAL BANK OF CANADA Bank | $213,784 | 0.08% | 7,022 | Shares | 2026-08-14 | |
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $16,622 | 0.01% | 546 | Shares | 2026-08-13 |