Who owns ASCE?
Allspring SMID Core ETF · Allspring
27 institutions reported holding ASCE, worth $107.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ASCE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| VestGen Advisors, LLC | Chicago, IL | $15.5M | 442,067 | −5,036 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $14.5M | 413,388 | +40,813 shares |
| Citigroup Inc. | New York, NY | $11.8M | 336,000 | New position |
| Crescent Grove Advisors, LLC | Lake Forest, IL | $11.8M | 335,588 | +187,526 shares |
| &Partners | Nashville, TN | $9.9M | 281,975 | +53,829 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.3M | 208,361 | New position |
| Snowden Capital Advisors LLC | New York, NY | $6.3M | 180,585 | −3,296 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $5.2M | 147,286 | −128,120 shares |
| LPL Financial LLC | Fort Mill, SC | $4.8M | 136,401 | New position |
| Centaurus Financial, Inc. | Anaheim, CA | $4.2M | 119,572 | +2,127 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ASCE?
27 institutional managers reported holding ASCE in Form 13F filings for June 30, 2026, worth $107.7M in total. The largest reported position was held by VestGen Advisors, LLC, at $15.5M.
Did institutions buy or sell ASCE last quarter?
Reported 13F value rose 85.1% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ASCE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.