SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072125

American Centy Etf Tr has 63 institutional holders in Filings Flow’s 13F database, together reporting 3.81M shares worth $276M as of Q1 2026. The largest reported holders are Mcilrath & Eck, LLC, Elwood & Goetz Wealth Advisory Group, LLC, and Berger Financial Group, Inc.

Institutional Holders
63
Q1 2026
Reported Value
$276M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 52Q4 ’25Q1 ’26: 63Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $214MQ4 ’25Q1 ’26: $276MQ1 ’26Q2 ’26: $26MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Networth Advisors, LLC$141M AUM9.10%$13M178.3KQ1 2026OLDER
Elwood & Goetz Wealth Advisory Group, LLC$589M AUM5.14%$30M419.6KQ1 2026OLDER
Wealth Management Partners, LLC$350M AUM4.48%$16M217.2KQ1 2026OLDER
Mendota Financial Group, LLC$161M AUM4.42%$7M88.9KQ2 2026
McIlrath & Eck, LLC$1.3B AUM4.09%$55M763.2KQ1 2026OLDER
Envision Financial Planning, LLC$276M AUM3.70%$10M141.5KQ1 2026OLDER
Tiller Private Wealth, Inc.$281M AUM2.71%$8M105.5KQ1 2026OLDER
Tarbox Family Office, Inc.$616M AUM1.88%$12M160.7KQ1 2026OLDER
PALO ALTO WEALTH ADVISORS, LLC$343M AUM1.39%$5M68.7KQ3 2025OLDER
CGN Advisors LLC$1.4B AUM1.06%$15M180.8KQ2 2026
Berger Financial Group, Inc$1.8B AUM0.99%$18M244.2KQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.82%$2M28.4KQ2 2026
Madrid Wealth Management, LLC$133M AUM0.79%$1M14.5KQ1 2026OLDER
ENDEAVOR PRIVATE WEALTH, INC.$349M AUM0.53%$2M25.4KQ1 2026OLDER
Gradient Capital Advisors, LLC$432M AUM0.50%$2M27.0KQ2 2026
WMG Financial Advisors, LLC$240M AUM0.49%$1M16.3KQ1 2026OLDER
GEN Financial Management, INC.$162M AUM0.46%$744,43410.3KQ1 2026OLDER
Balance Wealth, LLC$322M AUM0.44%$1M19.5KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.41%$3M43.4KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.31%$1M15.0KQ1 2026OLDER
HTG Investment Advisors, Inc.$352M AUM0.20%$709,4699.8KQ1 2026OLDER
StrongBox Wealth, LLC$313M AUM0.20%$626,6828.7KQ1 2026OLDER
CFS Investment Advisory Services, LLC$1.5B AUM0.20%$3M37.7KQ1 2026OLDER
Team Financial Group, LLC$220M AUM0.14%$317,7444.4KQ1 2026OLDER
Avondale Wealth Management$203M AUM0.13%$271,1893.8KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.12%$5M67.6KQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM0.10%$472,3336.5KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.10%$566,2897.8KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.09%$8M115.9KQ1 2026OLDER
B&D White Capital Company, LLC$809M AUM0.08%$620,3978.6KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.07%$1M16.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.04%$8M113.1KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.03%$1M16.4KQ1 2026OLDER
Arlington Financial Advisors, LLC$702M AUM0.03%$212,4853.0KQ4 2025OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.03%$268,3403.7KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.03%$2M23.1KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.02%$2M25.4KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.02%$63,105874Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.02%$63,105874Q1 2026OLDER
&PARTNERS$20.2B AUM0.02%$3M48.1KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.02%$540,1137.6KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.02%$2M34.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$4M52.2KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$457,96510.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M14.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$9M119.8KQ1 2026OLDER
Trust Co$1.1B AUM0.01%$91,3111.3KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.01%$139,9041.7KQ2 2026
Accredited Wealth Management, LLC$134M AUM0.01%$9,5331.4KQ3 2025OLDER
COMMERCE BANK$20.7B AUM0.01%$1M17.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$12M159.6KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$27,957387Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$12,931179Q1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$435,2136.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M122.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$834,41912.0KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$217,5403.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$22,470280Q2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$826,20911.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M48.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$639,1008.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$35,542492Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$11,631161Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$221,4093.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$267,0233.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$737,20910.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$635,5688.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$256,5473.7KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$4,47962Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$73,4661.0KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5,35876Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.