AMERICAN CENTY ETF TR
CUSIP 025072505
American Centy Etf Tr has 105 institutional holders in Filings Flow’s 13F database, together reporting 9.61M shares worth $451M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Cwm, LLC, and Lpl Financial LLC.
Institutional Holders
105
Q1 2026
Reported Value
$451M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pursuit Wealth Management LLC$116M AUM | 3.53% | $4M | 81.5K | Q4 2025OLDER |
| Goldstein Advisors, LLC$900M AUM | 2.34% | $21M | 420.9K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 2.34% | $9M | 184.3K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 2.29% | $6M | 117.9K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 1.59% | $4M | 72.0K | Q1 2026OLDER |
| Cooper Capital Advisors LLC$143M AUM | 1.06% | $2M | 30.4K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.92% | $1M | 23.4K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.74% | $9M | 177.1K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.70% | $3M | 51.9K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 0.56% | $660,059 | 13.2K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.54% | $1M | 27.6K | Q2 2026 |
| Equity Wealth Partners, LLC$155M AUM | 0.53% | $817,465 | 16.3K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.46% | $655,368 | 13.1K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 0.44% | $504,304 | 10.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.42% | $2M | 44.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.40% | $947,547 | 18.9K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.30% | $5M | 96.9K | Q2 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 0.23% | $772,545 | 15.4K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.22% | $437,931 | 8.8K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.22% | $269,219 | 5.4K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.21% | $880,530 | 17.6K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.21% | $512,866 | 10.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.20% | $78M | 1.55M | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.20% | $17M | 339.5K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.18% | $460,321 | 9.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.18% | $6M | 123.3K | Q2 2026 |
| Shade Tree Advisors LLC$140M AUM | 0.16% | $213,510 | 4.2K | Q4 2025OLDER |
| ERn Financial, LLC$532M AUM | 0.16% | $839,238 | 16.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.15% | $3M | 69.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.14% | $7M | 138.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.14% | $6M | 114.1K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.14% | $289,639 | 5.8K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.13% | $840,840 | 16.8K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.12% | $226,740 | 4.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.11% | $2M | 38.9K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.11% | $318,748 | 6.4K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.10% | $1M | 24.2K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.09% | $401,601 | 8.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.09% | $1M | 27.5K | Q2 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.08% | $2M | 33.9K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 64.0K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.06% | $354,654 | 7.1K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.06% | $225,225 | 4.5K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.05% | $256,208 | 5.0K | Q2 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $403,353 | 8.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.05% | $912,612 | 18.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 20.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.05% | $627,523 | 12.5K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 192.7K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.04% | $239,112 | 4.7K | Q3 2025OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.04% | $294,594 | 5.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 35.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.03% | $726,576 | 14.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $115M | 2.30M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 60.1K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $226,716 | 4.5K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.03% | $3M | 50.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $275,159 | 5.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $671,374 | 13.3K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $274,274 | 5.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 41.5K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $640,259 | 12.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 107.0K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 92.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $438,452 | 8.6K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 22.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $373,523 | 7.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $208,041 | 4.2K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.01% | $202,908 | 4.0K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $214,466 | 4.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 653.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 23.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 103.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $208,221 | 4.1K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $400,094 | 8.0K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $485,764 | 9.7K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $309,559 | 6.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $507,055 | 10.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 274.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 53.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $872,973 | 17.3K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $38,539 | 770 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $449,014 | 9.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $415,942 | 8.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $266,258 | 5.3K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 256.9K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $205,205 | 4.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 40.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $225,225 | 4.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $208,455 | 4.2K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 30.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $72,573 | 1.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $113,614 | 2.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $822,456 | 16.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $142,003 | 2.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $21M | 422.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $25,025 | 500 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $811,291 | 16.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $1M | 28.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $416,038 | 8.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 24.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $44,995 | 899 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $219,807 | 4.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $534,445 | 10.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $21,311 | 423 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 40.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $3,289 | 65 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $528,622 | 10.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 37.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 51.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $235,216 | 4.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $51,201 | 1.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $569,407 | 11.3K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $562,812 | 11.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $588 | 12 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $34 | 1 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5,055 | 101 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6 | 0 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $31 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.