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

AMERICAN CENTY ETF TR

MID
Institutions
26
Combined AUM (Q2 2026)
$81.0M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+123,973
17 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-13,459
8 · 4 Exit · ≈
⚖️ Net
+110,514
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$81.0M
Institutions
26
New Buys
8
Adds
9
Reduces
4
Exits
4
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#6$62.9M914,825$51.6M844,006+70,819+8.39%Add
Sunpointe, LLC
1.4%1.44%#2$4.9M71,496$4.4M71,745-249-0.35%Reduce
Impact Investors, Inc
2.46%2.1%#1$3.4M48,966$3.0M49,477-511-1.03%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#7$2.8M40,654$2.2M36,246+4,408+12.16%Add
Peak Planning Group, LLC
0.49%#3$2.2M31,538$00+31,538New Buy
LPL Financial LLC
<0.01%<0.01%#16$1.1M15,754$960,11915,715+39+0.25%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#13$567,8758,260$415,3906,799+1,461+21.49%Add
Orion Porfolio Solutions, LLC
<0.01%<0.01%#8$550,6008,009$326,3825,342+2,667+49.93%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$490,7107,138$397,1506,500+638+9.82%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$302,0184,393$287,0004,691-298-6.35%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#15$276,8604,027$250,2304,096-69-1.68%Reduce
RIDGECREST WEALTH PARTNERS, LLC
0.13%0.13%#4$275,0004,000$244,3834,00000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#21$274,3813,991$00+3,991New Buy
MORGAN STANLEY
<0.01%<0.01%#22$267,2003,886$98,3621,481+2,405+162.39%Add
Cetera Investment Advisers
<0.01%<0.01%#17$252,2433,669$224,1603,66900.00%Unchanged
NATURAL INVESTMENTS, LLC
0.05%#5$226,3253,292$00+3,292New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#11$111,9941,629$98,9751,620+9+0.56%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#18$95,8371,394$00+1,394New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#23$69,0011,017$16,050270+747+276.67%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#10$19,594285$17,41228500.00%Unchanged
UBS Group AG
<0.01%#25$17,875260$00+260New Buy
Farther Finance Advisors, LLC
<0.01%#19$15,331223$00+223New Buy
Silver Grove Financial Group, Inc.
<0.01%#9$4,95072$00+72New Buy
FMR LLC
<0.01%<0.01%#26$1,03115$9161500.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#20$69110$00+10New Buy
IFP Advisors, Inc
<0.01%<0.01%#24$2063$183300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow