AMERICAN CENTY ETF TR
CUSIP 025072216
American Centy Etf Tr has 28 institutional holders in Filings Flow’s 13F database, together reporting 958.6K shares worth $74M as of Q1 2026. The largest reported holders are Meredith Wealth Planning, Paul R. Ried Financial Group, LLC, and B&D White Capital Company, LLC.
Institutional Holders
28
Q1 2026
Reported Value
$74M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Meredith Wealth Planning$369M AUM | 11.23% | $41M | 534.6K | Q1 2026OLDER |
| Paul R. Ried Financial Group, LLC$229M AUM | 4.37% | $10M | 117.7K | Q2 2026 |
| McCartney Wealth Management LLC$119M AUM | 1.86% | $2M | 28.5K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 1.76% | $2M | 26.9K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.49% | $4M | 51.2K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.42% | $717,994 | 8.4K | Q2 2026 |
| ENTREWEALTH, LLC$223M AUM | 0.33% | $741,437 | 9.6K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.20% | $232,532 | 3.0K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.14% | $336,364 | 4.3K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.13% | $888,869 | 11.8K | Q4 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.12% | $2M | 28.3K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.11% | $2M | 27.4K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $492,496 | 6.0K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.03% | $92,909 | 1.3K | Q4 2025OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.02% | $407,860 | 5.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $72,733 | 938 | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $279,919 | 3.6K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $284,509 | 3.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $24,425 | 315 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 37.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $347,845 | 4.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $711,147 | 9.2K | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $15,121 | 195 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 23.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 24.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 23.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $413,155 | 5.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $608,065 | 8.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $271,080 | 3.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $310 | 4 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $38 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.