SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072240

American Centy Etf Tr has 6 institutional holders in Filings Flow’s 13F database, together reporting 37.4K shares worth $3M as of Q1 2026. The largest reported holders are Plancorp, LLC, Citadel Advisors LLC, and Verus Financial Partners, Inc..

Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
15

Ownership Trend

Institutional holders
Q3 ’22: 2Q3 ’22Q4 ’22: 6Q1 ’23: 7Q1 ’23Q2 ’23: 6Q3 ’23: 6Q3 ’23Q4 ’23: 7Q1 ’24: 6Q1 ’24Q2 ’24: 7Q3 ’24: 6Q3 ’24Q4 ’24: 6Q1 ’25: 7Q1 ’25Q2 ’25: 6Q3 ’25: 5Q3 ’25Q4 ’25: 5Q1 ’26: 6Q1 ’26filingsflow.com
Total reported value
Q3 ’22: $835,000Q3 ’22Q4 ’22: $10MQ1 ’23: $18MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Plancorp, LLC$3.5B AUM0.04%$2M21.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$693,6789.5KQ1 2026
Verus Financial Partners, Inc.$1.1B AUM0.03%$321,5874.4KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.01%$244,5043.7KQ4 2025OLDER
ELEVATE WEALTH ADVISORY, INC$158M AUM0.07%$107,9261.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$23,570323Q1 2026
LAM GROUP, INC.$182M AUM0.01%$13,135180Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q2 2025OLDER

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