AMERICAN CENTY ETF TR
CUSIP 025072562
American Centy Etf Tr has 177 institutional holders in Filings Flow’s 13F database, together reporting 35.25M shares worth $1.3B as of Q1 2026. The largest reported holders are Ae Wealth Management LLC, Morgan Stanley, and Envestnet Asset Management Inc.
Institutional Holders
177
Q1 2026
Reported Value
$1.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Echo Wealth Management, LLC$174M AUM | 18.54% | $32M | 775.1K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 7.82% | $14M | 331.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 7.80% | $11M | 265.7K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 7.02% | $15M | 353.0K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 6.92% | $10M | 230.8K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 5.73% | $64M | 1.53M | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 5.56% | $23M | 552.6K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 5.42% | $25M | 594.7K | Q2 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 5.03% | $33M | 799.6K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 4.91% | $25M | 593.9K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 4.34% | $8M | 187.2K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 3.82% | $7M | 164.7K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 3.48% | $4M | 99.5K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 3.40% | $31M | 741.7K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 3.37% | $29M | 705.5K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 3.04% | $3M | 77.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 2.85% | $50M | 1.21M | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.69% | $4M | 88.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 2.68% | $21M | 497.8K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 2.16% | $5M | 132.0K | Q2 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 2.11% | $4M | 93.9K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 2.08% | $3M | 60.2K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 2.03% | $2M | 58.1K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 1.59% | $7M | 174.4K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.54% | $5M | 129.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 1.47% | $271M | 6.54M | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 1.20% | $8M | 182.1K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.02% | $1M | 32.1K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.99% | $3M | 70.7K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.93% | $3M | 62.1K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.92% | $5M | 113.4K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.85% | $2M | 40.6K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.76% | $854,550 | 20.6K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 0.74% | $1M | 30.6K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.73% | $40M | 973.0K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.73% | $6M | 146.1K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.72% | $6M | 140.7K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.67% | $6M | 151.5K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.67% | $5M | 130.7K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.65% | $765,092 | 18.5K | Q2 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.63% | $2M | 36.5K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.60% | $4M | 104.4K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.55% | $4M | 87.4K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.53% | $2M | 38.7K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.51% | $1M | 25.9K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.50% | $562,119 | 13.5K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.49% | $866,275 | 20.9K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.43% | $1M | 30.0K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.41% | $4M | 100.5K | Q2 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.38% | $528,970 | 12.7K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.37% | $897,082 | 21.4K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.32% | $654,713 | 15.8K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.31% | $8M | 185.8K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 0.30% | $309,016 | 7.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.28% | $16M | 389.4K | Q4 2025OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.27% | $870,773 | 21.0K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.26% | $1M | 29.7K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.25% | $1M | 24.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.25% | $1M | 35.4K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.23% | $1M | 26.7K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.21% | $361,973 | 8.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.20% | $3M | 67.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.20% | $7M | 164.6K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.20% | $958,654 | 22.9K | Q4 2025OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.18% | $284,840 | 6.9K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.18% | $1M | 29.2K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.18% | $6M | 148.5K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.17% | $442,742 | 10.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.17% | $233,387 | 5.6K | Q2 2026 |
| FSA Advisors, Inc.$152M AUM | 0.16% | $249,890 | 6.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.16% | $9M | 225.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.15% | $599,127 | 14.4K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.14% | $434,653 | 10.4K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.13% | $4M | 106.7K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.12% | $3M | 64.4K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.12% | $516,965 | 12.4K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.09% | $272,718 | 6.6K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.09% | $258,048 | 6.2K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.07% | $687,503 | 16.6K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 0.07% | $243,254 | 5.8K | Q4 2025OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.07% | $384,865 | 9.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 67.6K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.07% | $642,624 | 15.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 55.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 53.1K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.06% | $766,975 | 18.5K | Q2 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.06% | $320,772 | 7.7K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.06% | $235,283 | 5.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 40.3K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.05% | $313,876 | 7.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 27.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.05% | $11M | 260.7K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.05% | $260,895 | 6.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $9M | 221.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $46,691 | 1.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 87.7K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.04% | $2M | 41.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.04% | $9M | 228.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $3M | 77.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $420,841 | 10.1K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.03% | $491,330 | 11.9K | Q2 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $548,802 | 13.2K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.02% | $225,176 | 5.4K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $17M | 406.0K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $413,074 | 9.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $864,655 | 20.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 50.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $78M | 1.88M | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.02% | $56,037 | 1.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $337,429 | 8.1K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.02% | $80,131 | 1.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 153.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $984,157 | 23.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $32M | 781.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 28.5K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 100.9K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $228,107 | 5.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $190,876 | 4.6K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.01% | $274,756 | 6.6K | Q2 2026 |
| Creative Planning$147.4B AUM | 0.01% | $20M | 490.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $10M | 231.5K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $202,009 | 4.9K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $545,404 | 13.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 217.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 108.4K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.01% | $13,667 | 329 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $41M | 996.6K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $25,210 | 607 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $90,142 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 182.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $397,909 | 9.5K | Q4 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $116,520 | 2.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $334,148 | 8.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $21M | 509.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $99M | 2.37M | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $18,430 | 444 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $18,430 | 444 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $389,134 | 9.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $398,576 | 9.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $21M | 508.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $253,062 | 6.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $397,130 | 9.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $732,940 | 17.5K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $12,551 | 302 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $101,916 | 2.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $29,959 | 722 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $16,948 | 408 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 333.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $829,055 | 20.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 186.0K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $270,265 | 6.5K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $14,165 | 341 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 69.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $939,936 | 22.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $318,832 | 7.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $24,020 | 573 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $262,907 | 6.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $235,283 | 5.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $787,066 | 19.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $375,478 | 9.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 66.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,650 | 63 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $234,638 | 5.6K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $26,889 | 647 | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.00% | $415 | 10 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $123,582 | 3.0K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $291 | 7 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 28.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $29,874 | 719 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $452,814 | 10.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $82,224 | 2.0K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $146,856 | 3.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,746 | 42 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,659 | 64 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $488,261 | 11.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,105 | 51 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $986,189 | 23.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,616 | 181 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $63,162 | 1.5K | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $748 | 18 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.