SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072364

American Centy Etf Tr has 181 institutional holders in Filings Flow’s 13F database, together reporting 12.53M shares worth $925M as of Q1 2026. The largest reported holders are American Century Companies Inc, Savant Capital, LLC, and Iag Wealth Partners, LLC.

Institutional Holders
181
Q1 2026
Reported Value
$925M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 11Q4 ’21Q4 ’22: 44Q4 ’22Q4 ’25: 169Q4 ’25Q1 ’26: 181Q1 ’26Q2 ’26: 12Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $9MQ4 ’21Q4 ’22: $94MQ4 ’22Q4 ’25: $794MQ4 ’25Q1 ’26: $925MQ1 ’26Q2 ’26: $84MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Foundry Financial Group, Inc.$202M AUM8.11%$16M218.4KQ1 2026OLDER
Kilner Capital Advisors, LLC$104M AUM7.11%$7M99.2KQ1 2026OLDER
Golden Bell Financial Planning LLC$125M AUM7.08%$9M118.8KQ1 2026OLDER
Wright Wealth LLC$149M AUM6.01%$9M120.1KQ1 2026OLDER
ATLas Financial Planning LLC$112M AUM5.91%$7M88.0KQ1 2026OLDER
Paladin Advisory Group, LLC$131M AUM5.72%$8M100.5KQ1 2026OLDER
Summit Portfolio Management, LTD.$155M AUM5.36%$8M111.3KQ1 2026OLDER
Northland Capital Management LLC$183M AUM4.88%$9M119.4KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM4.85%$43M580.5KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM4.52%$23M303.4KQ1 2026OLDER
WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM4.43%$15M207.0KQ1 2026OLDER
Frankly Finances, LLC$110M AUM3.53%$4M52.2KQ1 2026OLDER
B&D White Capital Company, LLC$809M AUM3.33%$27M359.4KQ1 2026OLDER
BAYSHORE ASSET MANAGEMENT, LLC$251M AUM3.32%$8M111.5KQ1 2026OLDER
Cornerstone Wealth Partners, LLC$176M AUM3.28%$6M77.3KQ1 2026OLDER
Austin Wealth Management, LLC$440M AUM2.77%$12M160.7KQ1 2026OLDER
Haven Private, LLC$230M AUM2.31%$5M70.9KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM2.10%$39M508.2KQ2 2026
ENTREWEALTH, LLC$223M AUM2.07%$5M61.8KQ1 2026OLDER
Vestment Financial LLC$212M AUM2.05%$4M55.2KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM1.71%$11M142.7KQ1 2026OLDER
Global Strategic Investment Solutions, LLC$1.0B AUM1.69%$17M231.4KQ1 2026OLDER
Fonville Wealth Management LLC$525M AUM1.53%$8M107.5KQ1 2026OLDER
LAM GROUP, INC.$182M AUM1.27%$2M30.8KQ1 2026OLDER
Prosperity Planning, Inc.$395M AUM1.14%$5M60.3KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM1.13%$18M243.4KQ2 2026
Pacific Asset Management, LLC$179M AUM1.10%$2M26.4KQ1 2026OLDER
COLLECTIVE FAMILY OFFICE LLC$489M AUM1.10%$5M69.6KQ2 2026
Linscomb Wealth, Inc.$2.2B AUM0.86%$19M257.8KQ1 2026OLDER
Factor Wealth Management LTD$661M AUM0.85%$6M72.7KQ2 2026
McLean Asset Management Corp$572M AUM0.81%$5M61.5KQ1 2026OLDER
Harbor Group, Inc.$692M AUM0.75%$5M69.3KQ1 2026OLDER
DIXON FNANCIAL SERVICES, INC.$223M AUM0.73%$2M21.7KQ1 2026OLDER
McMill Wealth Management$376M AUM0.67%$3M33.7KQ1 2026OLDER
Astra Wealth Partners LLC$168M AUM0.67%$1M14.9KQ1 2026OLDER
MAIMON WEALTH MANAGEMENT LTD.$114M AUM0.66%$756,51110.4KQ1 2026OLDER
SATOVSKY ASSET MANAGEMENT LLC$566M AUM0.63%$4M47.6KQ1 2026OLDER
Oceanside Advisors LLC$175M AUM0.63%$1M14.7KQ1 2026OLDER
Symmetry Partners, LLC$1.8B AUM0.61%$11M142.3KQ1 2026OLDER
Tillman Hartley LLC$398M AUM0.59%$2M31.5KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.56%$7M91.3KQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.56%$9M114.9KQ2 2026
Wealth Management Nebraska$987M AUM0.55%$5M72.8KQ1 2026OLDER
NWAM LLC$1.7B AUM0.53%$9M123.6KQ1 2026OLDER
Telos Capital Management, Inc.$1.0B AUM0.51%$5M71.7KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.47%$4M58.6KQ1 2026OLDER
Cypress Point Wealth Management, LLC$464M AUM0.42%$2M26.3KQ1 2026OLDER
Werba Rubin Papier Wealth Management$718M AUM0.37%$3M35.9KQ1 2026OLDER
Meredith Wealth Planning$369M AUM0.37%$1M18.4KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.36%$829,41611.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.34%$626,4278.4KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.32%$4M52.3KQ2 2026
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.29%$2M23.0KQ1 2026OLDER
Mayfair Advisory Group, LLC$286M AUM0.25%$712,8749.5KQ1 2026OLDER
Fox Hill Wealth Management$208M AUM0.24%$508,5936.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.23%$48M639.2KQ1 2026OLDER
Life Planning Partners, Inc$131M AUM0.22%$293,3343.9KQ1 2026OLDER
Approach Retirement Advisors, LLC$120M AUM0.22%$267,9473.6KQ1 2026OLDER
IF Advisors, LLC$141M AUM0.22%$311,5924.2KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.21%$1M16.8KQ1 2026OLDER
Trailhead Planners LLC$104M AUM0.21%$218,2042.9KQ1 2026OLDER
Freestate Advisors LLC$134M AUM0.20%$266,6323.4KQ2 2026
Avidian Wealth Enterprises, LLC$3.2B AUM0.19%$6M82.1KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.18%$3M35.5KQ1 2026OLDER
Insight Wealth Partners, LLC$713M AUM0.17%$1M16.6KQ1 2026OLDER
Atala Financial Inc$149M AUM0.17%$253,0723.3KQ1 2026OLDER
Fortress Wealth Management, Inc.$225M AUM0.15%$341,9225.1KQ3 2025OLDER
WorthPointe, LLC$369M AUM0.15%$560,4777.5KQ1 2026OLDER
Etesian Wealth Advisors, Inc.$313M AUM0.15%$469,0346.3KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.15%$3M35.1KQ1 2026OLDER
KEB ASSET MANAGEMENT, LLC$522M AUM0.14%$693,4959.7KQ4 2025OLDER
Porter White Investment Advisors, Inc.$250M AUM0.14%$346,5384.6KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.14%$2M20.9KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.14%$6M79.6KQ1 2026OLDER
WMG Financial Advisors, LLC$240M AUM0.13%$314,2864.2KQ1 2026OLDER
Prosperitas Financial LLC$268M AUM0.13%$349,3814.7KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.12%$562,3477.5KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.12%$274,9253.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.12%$239M3.20MQ1 2026OLDER
TFB Advisors LLC$191M AUM0.12%$421,6825.9KQ4 2025OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.11%$548,7287.3KQ1 2026OLDER
Emprise Bank$271M AUM0.11%$303,9513.9KQ2 2026
Plancorp, LLC$3.5B AUM0.11%$4M49.2KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.11%$218,8032.9KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.10%$3M40.9KQ1 2026OLDER
Verus Financial Partners, Inc.$1.1B AUM0.10%$1M14.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.10%$10M127.3KQ1 2026OLDER
Altiora Financial Group, LLC$607M AUM0.08%$508,8446.8KQ1 2026OLDER
Disciplined Investments, LLC$279M AUM0.08%$228,4163.1KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.08%$3M36.6KQ4 2025OLDER
Nemes Rush Group LLC$1.1B AUM0.08%$838,84411.2KQ1 2026OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.08%$1M16.2KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.07%$930,81612.4KQ1 2026OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.07%$827,82711.1KQ1 2026OLDER
Stone Summit Wealth LLC$359M AUM0.07%$237,3613.2KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.07%$608,7438.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.06%$2M20.9KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.06%$2M26.6KQ1 2026OLDER
SOL Capital Management CO$206M AUM0.05%$6068.5KQ4 2025OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.05%$223,1433.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.05%$1M15.4KQ1 2026OLDER
Embree Financial Group$849M AUM0.05%$404,0825.4KQ1 2026OLDER
Evanson Financial, LLC$2.0B AUM0.05%$956,87812.4KQ2 2026
Evanson Asset Management, LLC$1.9B AUM0.05%$860,94711.5KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.05%$681,5129.1KQ2 2026
PRIVATE TRUST CO NA$1.1B AUM0.04%$446,2276.0KQ1 2026OLDER
Longview Financial Advisors, Inc.$171M AUM0.04%$63,531849Q1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.04%$203,7443.0KQ3 2025OLDER
Financial Partners Group, Inc$836M AUM0.03%$277,6953.7KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.03%$316,4564.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$252,5513.4KQ1 2026OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.03%$276,0483.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.03%$11M141.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.03%$2M26.5KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.02%$111,4971.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$960,77612.8KQ1 2026OLDER
Cornerstone Advisory, LLC$1.1B AUM0.02%$238,7083.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M20.8KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.02%$326,9194.4KQ1 2026OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.02%$337,7834.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.02%$4M49.2KQ1 2026OLDER
TruNorth Capital Management, LLC$522M AUM0.02%$81,0631.2KQ3 2025OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.01%$70,416941Q1 2026OLDER
Zhang Financial LLC$2.9B AUM0.01%$423,0895.7KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$21M274.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$8M111.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$25M350.1KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$206,1282.8KQ1 2026OLDER
ROGCO, LP$300M AUM0.01%$28,735384Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M33.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$255,3603.6KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$334,9755.0KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.01%$7M94.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M61.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$170,0742.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M58.3KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$220,4413.3KQ3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.01%$125,0411.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$284,9914.0KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M14.3KQ1 2026OLDER
Donor Advised Charitable Giving, Inc.$3.9B AUM0.01%$249,8043.5KQ4 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$261,0073.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$20M269.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$562,1577.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$984,23913.2KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$669,1308.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M16.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$126,9801.8KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$299,3954.0KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$267,8913.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M22.1KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$141,4291.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$399,4435.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M17.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M64.0KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$83,8931.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M89.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M29.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$846,90111.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$485,2896.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$38,463514Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$69,8001.0KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$52,157697Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M95.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$636,0008.5KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$70,116937Q1 2026OLDER
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM0.00%$2,13730Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$413,1085.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$16,912226Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M19.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$104,2091.5KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$181,6872.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,330168Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$480,6786.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M19.3KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$271,9563.8KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$79,2451.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$661,1988.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$457,7836.8KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$142,1771.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$277,0003.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$462,8536.5KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,98680Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$5,61275Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$6,73590Q2 2026
Allworth Financial LP$24.7B AUM0.00%$5,16469Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$2,24530Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$261,6323.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$82,3131.1KQ2 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$79111Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$4,78964Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$22,225297Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$33,523462Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$34,407460Q1 2026OLDER

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