AMERICAN CENTY ETF TR
CUSIP 025072315
American Centy Etf Tr has 64 institutional holders in Filings Flow’s 13F database, together reporting 1.92M shares worth $118M as of Q1 2026. The largest reported holders are Maseco LLP, Northwest & Ethical Investments L.P., and Citadel Advisors LLC.
Institutional Holders
64
Q1 2026
Reported Value
$118M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Strategic Financial Planning, Inc.$171M AUM | 3.66% | $6M | 240.9K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 2.94% | $9M | 132.6K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 2.48% | $3M | 38.8K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 1.76% | $3M | 38.8K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.91% | $29M | 435.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.72% | $9M | 137.5K | Q3 2025OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.56% | $3M | 31.0K | Q2 2026 |
| Northland Capital Management LLC$183M AUM | 0.50% | $915,859 | 13.8K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.33% | $15M | 223.8K | Q4 2025OLDER |
| Vestment Financial LLC$212M AUM | 0.27% | $578,497 | 7.8K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.24% | $1M | 22.2K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.23% | $423,443 | 6.4K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.22% | $569,147 | 8.6K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.18% | $924,239 | 14.4K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 0.13% | $452,043 | 6.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.13% | $1M | 14.6K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.12% | $344,559 | 5.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.11% | $7M | 107.8K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.10% | $770,931 | 11.6K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.10% | $410,893 | 6.2K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.10% | $204,565 | 3.1K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.09% | $272,998 | 4.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.08% | $351,961 | 5.3K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.08% | $511,215 | 8.0K | Q3 2025OLDER |
| Sankala Group LLC$122M AUM | 0.07% | $88,258 | 1.3K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.07% | $166,355 | 2.5K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.07% | $142,191 | 2.1K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.07% | $406,374 | 6.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.07% | $503,991 | 7.6K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.06% | $374,889 | 5.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $469,642 | 7.1K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.06% | $117,497 | 1.8K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.05% | $237,184 | 3.6K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.05% | $262,613 | 3.9K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.05% | $90,875 | 1.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $678,934 | 10.2K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.05% | $93,129 | 1.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.05% | $169,484 | 2.5K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $609,510 | 9.2K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.04% | $247,485 | 3.7K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.03% | $31,844 | 478 | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.03% | $78,034 | 1.2K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.03% | $1M | 15.6K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.02% | $210,756 | 3.2K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $43,536 | 654 | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $240,779 | 3.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 38.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $547,863 | 8.4K | Q4 2025OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $411,425 | 5.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 151.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 113.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $86,539 | 1.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $31,432 | 384 | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $567,359 | 8.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $299,172 | 4.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 66.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $900,386 | 13.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $44,497 | 700 | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $391,624 | 5.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 38.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 36.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $23,566 | 354 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $332,026 | 5.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $12M | 173.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $289,973 | 4.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $60,618 | 933 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $517,667 | 8.1K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 27.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 49.1K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $265,076 | 4.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $78,030 | 1.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $862,767 | 13.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $429,072 | 6.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,628 | 85 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $455,141 | 7.2K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,391 | 96 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $127,928 | 2.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $31,402 | 494 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16,000 | 249 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $936 | 15 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.