Osaic Holdings’s American Century Large Cap Equity ETF ACLC Stock Holding History

Osaic Holdings’s Portfolio ACLC Stock Details ACLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-52	Closed	-$4.02K	–	8271
2025 Q3	$4.02K	Hold	52	–	–	﹤0.01%	6865
2025 Q2	$3.78K	Sell	52 -52	-50%	-$3.48K	﹤0.01%	6696
2025 Q1	$6.84K	Buy	104 +52	+100%	+$3.64K	﹤0.01%	6004
2024 Q4	$3.69K	Hold	52	–	–	﹤0.01%	6350
2024 Q3	$3.67K	Hold	52	–	–	﹤0.01%	6350
2024 Q2	$3.52K	Buy	+52	New	+$3.39K	﹤0.01%	6344
2023 Q4	–	Sell	-205	Closed	-$10.9K	–	7492
2023 Q3	$10.9K	Hold	205	–	–	﹤0.01%	5873
2023 Q2	$11.3K	Hold	205	–	–	﹤0.01%	5895
2023 Q1	$10.5K	Hold	205	–	–	﹤0.01%	5948
2022 Q4	$10K	Hold	205	–	–	﹤0.01%	5948
2022 Q3	$9K	Hold	205	–	–	﹤0.01%	6081
2022 Q2	$10K	Sell	205 -256	-56%	-$12.9K	﹤0.01%	6098
2022 Q1	$26K	Sell	461 -1,582	-77%	-$88.2K	﹤0.01%	5535
2021 Q4	$123K	Buy	2,043 +1,280	+168%	+$74.8K	﹤0.01%	4403
2021 Q3	$41K	Buy	763 +345	+83%	+$19.3K	﹤0.01%	5258
2021 Q2	$23K	Buy	418 +1	+0.2%	+$52	﹤0.01%	5585
2021 Q1	$21K	Buy	+417	New	+$20.2K	﹤0.01%	5448

Other funds holding ACLC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return

PWM

Pursuit Wealth Management Palm Beach Gardens, Florida $116M AUM

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Osaic Holdings's ACLC Position: Q4 2025 in Review

Osaic Holdings sold out of American Century Large Cap Equity ETF (ACLC) in Q4 2025, closing a stake of 52 shares — an estimated $4.02K sold.

Osaic Holdings first reported a position in ACLC in Q1 2021 and held it in 17 quarters. The position peaked at $123K in Q4 2021. 24 funds tracked by Wall St. Rank hold ACLC as of Q4 2025.

Osaic Holdings reported no remaining American Century Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Osaic Holdings sold 52 American Century Large Cap Equity ETF shares in Q4 2025, an estimated $4.02K.
Osaic Holdings first reported a position in American Century Large Cap Equity ETF in Q1 2021 and held it in 17 quarters.
Osaic Holdings's American Century Large Cap Equity ETF position peaked at $123K in Q4 2021.
24 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.