SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072133

American Centy Etf Tr has 6 institutional holders in Filings Flow’s 13F database, together reporting 5.82M shares worth $375M as of Q1 2026. The largest reported holders are Enzi Wealth, Eclectic Associates Inc /Adv, and Moisand Fitzgerald Tamayo, LLC.

Institutional Holders
77
Q1 2026
Reported Value
$375M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 66Q4 ’25Q1 ’26: 77Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $266MQ4 ’25Q1 ’26: $375MQ1 ’26Q2 ’26: $41MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ENZI WEALTH$288M AUM17.43%$50M677.0KQ1 2026OLDER
Three Arch Wealth Management LLC$556M AUM5.12%$28M383.5KQ1 2026OLDER
ECLECTIC ASSOCIATES INC /ADV$878M AUM4.46%$39M486.2KQ2 2026
WMG Financial Advisors, LLC$240M AUM4.29%$10M138.5KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM3.55%$33M444.7KQ1 2026OLDER
Team Financial Group, LLC$220M AUM3.08%$7M91.6KQ1 2026OLDER
Prosperity Planning, Inc.$395M AUM2.74%$11M145.7KQ1 2026OLDER
Family Investment Center, Inc.$520M AUM2.30%$12M160.9KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM1.72%$11M147.4KQ1 2026OLDER
Henderson Brothers Financial Partners, LLC$395M AUM1.68%$7M89.4KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM1.64%$7M98.7KQ1 2026OLDER
Falcon Wealth Planning$1.5B AUM1.61%$24M318.4KQ1 2026OLDER
B&D White Capital Company, LLC$809M AUM1.01%$8M110.5KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.88%$6M81.1KQ1 2026OLDER
Quadcap Wealth Management, LLC$879M AUM0.83%$7M98.7KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.80%$4M47.3KQ1 2026OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.77%$1M14.9KQ1 2026OLDER
FIRST NATIONAL BANK SIOUX FALLS$366M AUM0.77%$3M36.7KQ1 2026OLDER
Haven Private, LLC$230M AUM0.73%$2M22.5KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.31%$1M17.3KQ2 2026
Premier Path Wealth Partners, LLC$767M AUM0.31%$2M31.8KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.27%$315,7104.3KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.24%$1M14.6KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.22%$460,5846.2KQ1 2026OLDER
PACES FERRY WEALTH ADVISORS, LLC$241M AUM0.21%$513,4006.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.21%$9M119.2KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.18%$888,79712.0KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.18%$6M81.9KQ4 2025OLDER
Allegheny Financial Group$742M AUM0.16%$1M15.9KQ1 2026OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.10%$1M13.5KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.07%$548,6197.2KQ1 2026OLDER
Paragon Advisors, LLC$371M AUM0.07%$275,6533.7KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.05%$2M29.2KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.05%$371,6425.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.04%$9M123.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.04%$4M55.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.03%$455,1035.7KQ2 2026
Financial Partners Group, Inc$836M AUM0.03%$247,9733.6KQ3 2025OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.03%$510,8046.9KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$701,3809.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$33M439.8KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.01%$510,0676.7KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$386,6265.2KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.01%$39,240529Q1 2026OLDER
PFG Advisors$2.1B AUM0.01%$251,6193.4KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$623,0238.0KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$17M230.8KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.01%$42,591574Q1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$11,869160Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$425,5466.0KQ4 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$29,500414Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M61.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$55,635750Q1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.00%$59,363800Q2 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$631,1988.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$868,13811.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$5M71.7KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$405,8405.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M118.9KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$31,378423Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$471,7116.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M16.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$346,4524.7KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$45,917619Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$143,8351.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M31.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$41,724586Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$71,510964Q1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$74610Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M17.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,22530Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8,160110Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$835,96712.1KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$47,104635Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$450,1986.3KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$296,9434.0KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,26117Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$127,3671.7KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$3,70950Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$149,8662.1KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$170Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$29,278425Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$7113Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9,000120Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$1,56622Q1 2026OLDER

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