13FBOX
AMERICAN CENTY ETF TR · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN CENTY ETF TR

FDG
Institutions
62
Combined AUM (Q2 2026)
$303.0M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+247,001
35 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22,266
21 · 8 Exit · ≈
⚖️ Net
+224,735
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$303.0M
Institutions
62
New Buys
13
Adds
22
Reduces
13
Exits
8
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMERICAN CENTURY COMPANIES INC
0.04%0.04%#18$94.4M709,475$68.7M602,262+107,213+17.80%Add
ENVESTNET ASSET MANAGEMENT INC
0.02%0.01%#23$65.6M492,734$56.0M490,733+2,001+0.41%Add
Bank of New York Mellon Corp
0.01%0.01%#33$37.6M282,226$28.2M247,468+34,758+14.05%Add
ERn Financial, LLC
1.56%1.41%#4$9.5M71,005$7.5M65,572+5,433+8.29%Add
Stratos Wealth Advisors, LLC
0.5%0.48%#8$9.1M68,166$7.7M67,897+269+0.40%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.04%#20$7.2M53,767$6.0M52,432+1,335+2.55%Add
Sunpointe, LLC
1.87%1.84%#2$6.6M49,334$5.6M49,33400.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
0.31%0.36%#9$6.6M49,223$5.9M51,821-2,598-5.01%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#27$6.5M48,959$4.5M39,792+9,167+23.04%Add
Networth Advisors, LLC
3.03%3.09%#1$5.2M39,204$4.4M38,310+894+2.33%Add
Farther Finance Advisors, LLC
0.04%0.04%#19$5.1M38,666$4.4M38,261+405+1.06%Add
Slagle Financial, LLC
1.45%1.05%#5$4.8M36,280$3.2M27,815+8,465+30.43%Add
IFP Advisors, Inc
0.08%0.07%#14$4.3M32,678$3.4M29,742+2,936+9.87%Add
AE Wealth Management LLC
0.02%0.01%#21$3.8M28,205$2.7M23,769+4,436+18.66%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#35$3.4M25,389$3.0M26,699-1,310-4.91%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#30$3.3M24,891$3.0M26,474-1,583-5.98%Reduce
Prosperity Financial Group, Inc.
0.99%0.56%#6$3.2M23,938$1.5M13,222+10,716+81.05%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$3.0M22,914$390,0483,420+19,494+570.00%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#40$3.0M22,183$2.6M22,668-485-2.14%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#43$2.6M19,200$00+19,200New Buy
LPL Financial LLC
<0.01%<0.01%#50$2.1M15,998$1.7M15,338+660+4.30%Add
HighTower Advisors, LLC
<0.01%<0.01%#42$2.1M15,628$1.8M15,754-126-0.80%Reduce
Koenig Investment Advisory, LLC
1.61%1.51%#3$2.1M15,540$1.8M15,572-32-0.21%Reduce
Dominguez Wealth Management Solutions, Inc.
0.86%0.84%#7$1.6M11,692$1.4M12,184-492-4.04%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$1.5M10,950$743,7206,521+4,429+67.92%Add
Cetera Investment Advisers
<0.01%<0.01%#48$878,7156,602$790,3676,930-328-4.73%Reduce
Strategies Wealth Advisors, LLC
0.07%0.07%#15$828,1386,222$709,6206,22200.00%Unchanged
Owen LaRue, LLC
0.27%0.26%#10$775,1645,824$668,2195,859-35-0.60%Reduce
Geneos Wealth Management Inc.
0.01%0.01%#24$646,6004,858$554,0554,85800.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#46$584,3024,390$453,4633,976+414+10.41%Add
Financial Partners Group, Inc
0.06%0.06%#17$580,1004,358$508,9414,462-104-2.33%Reduce
Joseph P. Lucia & Associates, LLC
0.13%0.13%#11$438,1603,292$375,4533,29200.00%Unchanged
Wealthcare Advisory Partners LLC
0.01%0.01%#29$419,2603,150$359,2583,15000.00%Unchanged
Realta Investment Advisors
0.13%0.11%#12$407,2813,060$312,2692,738+322+11.76%Add
Kingsview Wealth Management, LLC
0.01%0.01%#32$388,5683,407$388,5683,40700.00%Unchanged
KEYBANK NATIONAL ASSOCIATION/OH
<0.01%#45$386,3832,903$00+2,903New Buy
OneDigital Investment Advisors LLC
<0.01%<0.01%#39$369,4812,776$316,6032,77600.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#47$296,6762,229$459,6224,030-1,801-44.69%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#52$231,5911,740$198,4471,74000.00%Unchanged
Crestwood Advisors Group, LLC
<0.01%#38$229,9941,728$00+1,728New Buy
J.W. COLE ADVISORS, INC.
<0.01%#36$221,8751,667$00+1,667New Buy
Pine Valley Investments Ltd Liability Co
0.01%#26$216,4191,626$00+1,626New Buy
FSA Advisors, Inc.
0.09%#13$202,7091,523$00+1,523New Buy
Lloyd Advisory Services, LLC.
0.07%<0.01%#16$180,7471,358$14,598128+1,230+960.94%Add
FAS Wealth Partners, Inc.
0.01%#25$174,7591,313$00+1,313New Buy
FIDUCIARY FINANCIAL ADVISORS
0.02%#22$169,4341,273$00+1,273New Buy
MORGAN STANLEY
<0.01%<0.01%#57$132,832998$120,19799800.00%Unchanged
FMR LLC
<0.01%<0.01%#58$120,449905$27,030237+668+281.86%Add
LANARK FINANCIAL, INC.
0.01%0.01%#31$105,014789$89,415784+5+0.64%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#55$48,980368$00+368New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow