AMERICAN CENTY ETF TR
CUSIP 025072760
American Centy Etf Tr has 22 institutional holders in Filings Flow’s 13F database, together reporting 1.07M shares worth $65M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Select Equity Group, L.P., and Sunpointe, LLC.
Institutional Holders
22
Q1 2026
Reported Value
$65M
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 |
|---|---|---|---|---|
| Impact Investors, Inc$144M AUM | 2.10% | $3M | 49.5K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 1.44% | $4M | 71.7K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.80% | $2M | 29.6K | Q2 2026 |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.13% | $244,383 | 4.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.04% | $163,431 | 2.7K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.03% | $6M | 96.5K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $52M | 844.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 36.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $326,382 | 5.3K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $17,412 | 285 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $98,975 | 1.6K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $13,624 | 223 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $397,150 | 6.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $415,390 | 6.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $250,230 | 4.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $47,423 | 776 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $960,119 | 15.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $224,160 | 3.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $528,967 | 8.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 33.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $27,823 | 427 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $231,062 | 3.5K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $96,592 | 1.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $183 | 3 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16,050 | 270 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $916 | 15 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.