ASCE institutional holders

Allspring SMID Core ETF · 27 reporting institutions · $103.5M reported value

Funds that can replace ASCE · ASCE return decomposition

Institutional holdings

Institutions reporting ASCE, largest first
InstitutionReported positionAdvisors at firmReport period
Vestgen Advisors, LLC$15.5M582026-06-30
Envestnet Pmc$14.5M602026-06-30
Citigroup Inc$11.8M02026-06-30
Crescent Grove Advisors, LLC$11.8M212026-06-30
&partners$9.9M5552026-06-30
Raymond James Financial Inc$7.3M02026-06-30
Snowden Capital Advisors LLC$6.3M1222026-06-30
Kingsview Wealth Management, LLC$5.2M1152026-06-30
Lpl Financial LLC$4.8M23,4582026-06-30
Commonwealth Equity Services, LLC$3.8M2,8632026-06-30
Embree Financial Group$3.5M132026-06-30
Truist Financial Corp$1.6M02026-06-30
Atlas Wealth LLC$1.5M52026-06-30
Meridian Wealth Management, LLC$1.5M582026-06-30
Allspring Global Investments Holdings, LLC$1M02026-06-30
Qtr Family Wealth, LLC$915.2K62026-06-30
Highpoint Advisor Group LLC$586K1142026-06-30
Sanctuary Advisors, LLC$409.9K4012026-06-30
Citadel Advisors LLC$342.3K02026-06-30
Steward Partners Investment Advisory, LLC$331.4K4812026-06-30
Chicago Oakbrook Financial Group$311.1K102026-06-30
Quantinno Capital Management LP$245.6K02026-06-30
Arax Advisory Partners$135.1K2322026-06-30
Jpmorgan Chase & Co$61.6K02026-06-30
Fifth Third Bancorp$7.2K02026-06-30
UBS Group AG$6.1K02026-06-30
Centaurus Financial, Inc.$4.2K4312026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30