Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	ENZI WEALTH	Shares	715.9KSH	$57.7M
2	ECLECTIC ASSOCIATES INC /ADV	Shares	486.2KSH	$39.2M
3	Moisand Fitzgerald Tamayo, LLC	Shares	453.5KSH	$36.5M
4	Falcon Wealth Planning	Shares	326.9KSH	$26.3M
5	Family Investment Center, Inc.	Shares	173.0KSH	$13.9M
6	Prosperity Planning, Inc.	Shares	157.1KSH	$12.7M
7	WMG Financial Advisors, LLC	Shares	136.5KSH	$11.0M
8	Team Financial Group, LLC	Shares	96.4KSH	$7.8M
9	Allegheny Financial Group	Shares	80.9KSH	$6.5M
10	Farther Finance Advisors, LLC	Shares	63.2KSH	$5.1M
11	Triangle Securities Wealth Management	Shares	60.3KSH	$4.9M
12	Premier Path Wealth Partners, LLC	Shares	37.0KSH	$3.0M
13	FIRST NATIONAL BANK SIOUX FALLS	Shares	36.7KSH	$2.8M
14	WORLD EQUITY GROUP, INC.	Shares	17.3KSH	$1.4M
15	Herold Advisors, Inc.	Shares	17.0KSH	$1.4M
16	Nvest Wealth Strategies, Inc.	Shares	15.2KSH	$1.2M
17	Networth Advisors, LLC	Shares	14.1KSH	$1.1M
18	Wedmont Private Capital	Shares	9.6KSH	$775.9K
19	GUYASUTA INVESTMENT ADVISORS INC	Shares	6.9KSH	$554.6K
20	Plancorp, LLC	Shares	6.7KSH	$543.0K
21	Signature Resources Capital Management, LLC	Shares	6.6KSH	$532.6K
22	HARBOR INVESTMENT ADVISORY, LLC	Shares	5.7KSH	$455.1K
23	LexAurum Advisors, LLC	Shares	5.0KSH	$401.9K
24	NWAM LLC	Shares	4.5KSH	$363.7K
25	J. M. Brown & Associates Inc.	Shares	3.7KSH	$299.8K
26	PFG Advisors	Shares	3.4KSH	$273.2K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.9KSH	$234.0K
28	Evensky & Katz LLC	Shares	753.8KSH	$60.7K
29	IFP Advisors, Inc	Shares	619SH	$49.9K
30	Capital Investment Advisory Services, LLC	Shares	296SH	$23.8K
31	1620 INVESTMENT ADVISORS, INC.	Shares	160SH	$12.9K
32	Lodestone Wealth Management LLC	Shares	10SH	$813
33	CX Institutional	Shares	408SH	$33

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	ECLECTIC ASSOCIATES INC /ADV added	Shares	+78.4K	+$8.9M	$39.2M
2	ENZI WEALTH added	Shares	+38.9K	+$7.4M	$57.7M
3	Allegheny Financial Group added	Shares	+65.0K	+$5.3M	$6.5M
4	Moisand Fitzgerald Tamayo, LLC added	Shares	+8.8K	+$3.5M	$36.5M
5	Falcon Wealth Planning added	Shares	+8.6K	+$2.7M	$26.3M
6	Family Investment Center, Inc. added	Shares	+12.1K	+$2.0M	$13.9M
7	Prosperity Planning, Inc. added	Shares	+11.4K	+$1.8M	$12.7M
8	WORLD EQUITY GROUP, INC. new	Shares	+17.3K	+$1.4M	$1.4M
9	Triangle Securities Wealth Management added	Shares	+13.0K	+$1.3M	$4.9M
10	Networth Advisors, LLC new	Shares	+14.1K	+$1.1M	$1.1M
11	Farther Finance Advisors, LLC added	Shares	+8.2K	+$1.0M	$5.1M
12	Team Financial Group, LLC added	Shares	+4.8K	+$967.6K	$7.8M
13	WMG Financial Advisors, LLC trimmed	Shares	-1.9K	+$723.0K	$11.0M
14	Premier Path Wealth Partners, LLC added	Shares	+5.3K	+$626.6K	$3.0M
15	NWAM LLC new	Shares	+4.5K	+$363.7K	$363.7K
16	Herold Advisors, Inc. added	Shares	+2.5K	+$290.4K	$1.4M
17	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+2.9K	+$251.0K	$455.1K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+2.9K	+$234.0K	$234.0K
19	Nvest Wealth Strategies, Inc. added	Shares	+317	+$120.0K	$1.2M
20	Wedmont Private Capital added	Shares	+415	+$74.5K	$775.9K
21	Signature Resources Capital Management, LLC added	Shares	+404	+$72.0K	$532.6K
22	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	+$43.8K	$554.6K
23	Plancorp, LLC unchanged	Shares	0	+$33.0K	$543.0K
24	LexAurum Advisors, LLC trimmed	Shares	-19	+$30.3K	$401.9K
25	Capital Investment Advisory Services, LLC new	Shares	+296	+$23.8K	$23.8K
26	PFG Advisors unchanged	Shares	0	+$21.6K	$273.2K
27	Evensky & Katz LLC added	Shares	+16.8K	+$6.0K	$60.7K
28	IFP Advisors, Inc unchanged	Shares	0	+$3.9K	$49.9K
29	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$1.0K	$12.9K
30	Lodestone Wealth Management LLC unchanged	Shares	0	+$67	$813
31	CX Institutional new	Shares	+408	+$33	$33
32	FIRST NATIONAL BANK SIOUX FALLS unchanged	Shares	0	$0	$2.8M