SEC 13F Intelligence

AMERICAN CENTY ETF TR

CUSIP 025072687

American Centy Etf Tr has 112 institutional holders in Filings Flow’s 13F database, together reporting 13.37M shares worth $601M as of Q1 2026. The largest reported holders are Maseco LLP, Savant Capital, LLC, and Verus Financial Partners, Inc..

Institutional Holders
112
Q1 2026
Reported Value
$601M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 5Q2 ’21Q4 ’21: 17Q4 ’21Q4 ’22: 37Q4 ’22Q4 ’25: 76Q4 ’25Q1 ’26: 112Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $7MQ2 ’21Q4 ’21: $15MQ4 ’21Q4 ’22: $136MQ4 ’22Q4 ’25: $424MQ4 ’25Q1 ’26: $601MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Verus Financial Partners, Inc.$1.1B AUM5.69%$63M1.36MQ1 2026OLDER
Financial Plan, Inc.$933M AUM4.27%$40M851.3KQ1 2026OLDER
Fort Vancouver Investment Management, LLC$197M AUM4.22%$8M177.5KQ1 2026OLDER
McCartney Wealth Management LLC$119M AUM3.67%$4M93.0KQ1 2026OLDER
MAIMON WEALTH MANAGEMENT LTD.$114M AUM3.25%$4M79.4KQ1 2026OLDER
MASECO LLP$3.2B AUM2.87%$92M1.96MQ1 2026OLDER
HERITAGE OAK WEALTH ADVISORS LLC$315M AUM2.30%$7M154.9KQ1 2026OLDER
Networth Advisors, LLC$141M AUM2.26%$3M68.3KQ1 2026OLDER
Cogent Private Wealth, Inc.$139M AUM2.01%$3M59.6KQ1 2026OLDER
Allodium Investment Consultants, LLC$209M AUM2.00%$4M89.4KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM1.94%$34M731.7KQ1 2026OLDER
Mattern Wealth Management LLC$513M AUM1.87%$10M205.3KQ1 2026OLDER
Approach Retirement Advisors, LLC$120M AUM1.77%$2M45.4KQ1 2026OLDER
Pacific Life Fund Advisors LLC$871M AUM1.68%$15M312.4KQ1 2026OLDER
Arcadia Wealth Management, Inc.$185M AUM1.54%$3M60.8KQ1 2026OLDER
Pacific Asset Management, LLC$179M AUM1.37%$2M52.4KQ1 2026OLDER
Werba Rubin Papier Wealth Management$718M AUM1.32%$9M202.2KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM1.01%$2M53.4KQ1 2026OLDER
ENDEAVOR PRIVATE WEALTH, INC.$349M AUM0.98%$3M73.3KQ1 2026OLDER
Fulcrum Equity Management$136M AUM0.77%$800,60317.1KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.69%$3M55.4KQ1 2026OLDER
McMill Wealth Management$376M AUM0.63%$2M50.6KQ1 2026OLDER
ATLas Financial Planning LLC$112M AUM0.54%$604,98412.9KQ1 2026OLDER
Eaton-Cambridge Inc.$320M AUM0.49%$2M33.7KQ1 2026OLDER
Tillman Hartley LLC$398M AUM0.48%$2M40.9KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.45%$8M163.6KQ1 2026OLDER
Trailhead Planners LLC$104M AUM0.41%$423,0729.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.40%$83M1.76MQ1 2026OLDER
B&D White Capital Company, LLC$809M AUM0.36%$3M63.0KQ1 2026OLDER
PCG Wealth Advisors, LLC$395M AUM0.36%$1M30.0KQ1 2026OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.31%$988,65021.1KQ1 2026OLDER
marrick wealth, LLC$119M AUM0.28%$328,0217.0KQ1 2026OLDER
SWMG, LLC$350M AUM0.27%$931,64819.9KQ1 2026OLDER
Balefire, LLC$613M AUM0.26%$1M29.2KQ1 2026OLDER
Legacy Wealth Partners, LLC$399M AUM0.23%$909,65219.4KQ1 2026OLDER
Factor Wealth Management LTD$661M AUM0.21%$1M29.9KQ2 2026
SC&H Financial Advisors, Inc.$663M AUM0.20%$1M28.8KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.19%$2M33.6KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.19%$1M27.2KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.18%$532,79811.4KQ1 2026OLDER
MORRIS FINANCIAL CONCEPTS, INC.$295M AUM0.17%$491,00210.5KQ1 2026OLDER
Trajan Wealth LLC$2.5B AUM0.16%$4M82.3KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.15%$3M62.0KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.15%$564,45312.1KQ1 2026OLDER
Oceanside Advisors LLC$175M AUM0.13%$225,6234.8KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.11%$4M85.7KQ1 2026OLDER
Investment Advisory Group, LLC$393M AUM0.10%$397,8008.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.10%$3M71.2KQ2 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM0.09%$331,6727.1KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.09%$218,7434.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.09%$5M111.6KQ4 2025OLDER
JDM Financial Group LLC$259M AUM0.09%$223,1464.8KQ1 2026OLDER
Clearwater Capital Advisors, LLC$1.2B AUM0.08%$1M22.0KQ1 2026OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.07%$920,32719.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.07%$6M138.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.04%$1M25.4KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.04%$252,4395.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.03%$3M74.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.03%$8M180.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.03%$1M26.2KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.03%$700,76615.0KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$516,62511.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M43.6KQ1 2026OLDER
NWAM LLC$1.7B AUM0.02%$379,1438.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.02%$469,49910.0KQ1 2026OLDER
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM0.02%$47,0851.0KQ4 2025OLDER
Evanson Asset Management, LLC$1.9B AUM0.02%$292,6486.2KQ4 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.02%$345,2807.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$19M399.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$16,439353Q2 2026
LPL Financial LLC$376.6B AUM0.01%$41M883.3KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$577,50312.3KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.01%$25,304541Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.01%$158,4253.4KQ2 2026
Index Fund Advisors, Inc.$2.2B AUM0.01%$205,3664.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$2M33.9KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.01%$96,3172.0KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M21.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$31M658.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M49.6KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$263,6245.6KQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.01%$410,0658.8KQ2 2026
Corient Private Wealth LLC$69.9B AUM0.01%$4M83.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M25.4KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$337,9437.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$323,1006.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M28.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M62.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$419,8349.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M130.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M46.6KQ1 2026OLDER
LAM GROUP, INC.$182M AUM0.00%$3,97885Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$5,260112Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$5,260112Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$77,1781.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$305,4696.5KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M65.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M96.9KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$36,457779Q1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$4,11888Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M45.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M25.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M21.7KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$159,3383.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$307,4186.5KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$365,0007.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$275,0445.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$264,0065.6KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$4,63399Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,560247Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$52,4061.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2,94863Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$100Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2,14846Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$220Q2 2026

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