SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072257

American Centy Etf Tr has 35 institutional holders in Filings Flow’s 13F database, together reporting 2.77M shares worth $141M as of Q1 2026. The largest reported holders are American Century Companies Inc, Round Rock Advisors LLC, and Raymond James Financial Inc.

Institutional Holders
35
Q1 2026
Reported Value
$141M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 4Q4 ’22Q4 ’25: 26Q4 ’25Q1 ’26: 35Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $30MQ4 ’22Q4 ’25: $118MQ4 ’25Q1 ’26: $141MQ1 ’26Q2 ’26: $557,919Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Round Rock Advisors LLC$654M AUM2.26%$15M287.5KQ1 2026OLDER
Clearview Wealth Management LLC$141M AUM1.98%$3M54.6KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.70%$4M81.6KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.62%$950,07718.5KQ1 2026OLDER
Joseph P. Lucia & Associates, LLC$280M AUM0.48%$1M26.3KQ1 2026OLDER
Investment Advisory Group, LLC$393M AUM0.38%$1M29.0KQ1 2026OLDER
Core Wealth Advisors, Inc.$419M AUM0.35%$1M28.3KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.24%$725,74014.2KQ1 2026OLDER
Peak Planning Group, LLC$228M AUM0.15%$536,25210.4KQ4 2025OLDER
Tandem Financial, LLC$314M AUM0.11%$355,8446.9KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.10%$426,5198.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.06%$3M58.9KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.05%$230,5444.5KQ1 2026OLDER
Legacy Financial Strategies, LLC$554M AUM0.04%$241,8284.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$76M1.48MQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.01%$227,4154.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$997,24219.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$737,17914.4KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$291,9375.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M109.9KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$359,5847.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$12M240.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M24.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M29.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$577,77911.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$557,91910.9KQ2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$386,1557.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M96.8KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$5,409105Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M45.2KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$46,878914Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M20.7KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$71814Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$330,0456.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$30,226586Q1 2026OLDER

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