Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 440 loaded

#		Instrument	quantity
1	Plancorp, LLC	Shares	1.5MSH	$191.5M
2	Unison Advisors LLC	Shares	1.3MSH	$166.7M
3	Sequoia Financial Advisors, LLC	Shares	1.1MSH	$132.7M
4	Beaird Harris Wealth Management, LLC	Shares	749.9KSH	$93.6M
5	Foster Group, Inc.	Shares	685.8KSH	$85.6M
6	Symmetry Partners, LLC	Shares	667.9KSH	$83.3M
7	Moisand Fitzgerald Tamayo, LLC	Shares	631.6KSH	$78.8M
8	Farther Finance Advisors, LLC	Shares	629.8KSH	$78.6M
9	Petersen Hastings Wealth Advisors Inc.	Shares	597.3KSH	$74.5M
10	Avior Wealth Management, LLC	Shares	590.3KSH	$73.6M
11	Meredith Wealth Planning	Shares	588.4KSH	$73.4M
12	Envestnet Portfolio Solutions, Inc.	Shares	545.4KSH	$68.0M
13	Burton Enright Welch	Shares	508.0KSH	$63.4M
14	KEB ASSET MANAGEMENT, LLC	Shares	507.1KSH	$63.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	466.9KSH	$57.9M
16	Marquette Asset Management, LLC	Shares	454.6KSH	$56.7M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	444.6KSH	$55.5M
18	FIRST CITIZENS BANK & TRUST CO	Shares	429.4KSH	$53.6M
19	Financial Partners Group, Inc	Shares	390.8KSH	$48.8M
20	Apollon Wealth Management, LLC	Shares	384.2KSH	$47.9M
21	BWM Planning, LLC	Shares	362.3KSH	$45.2M
22	ORRSTOWN FINANCIAL SERVICES INC	Shares	325.4KSH	$40.6M
23	ENZI WEALTH	Shares	325.2KSH	$40.4M
24	Wealthcare Advisory Partners LLC	Shares	320.8KSH	$40.0M
25	Kondo Wealth Advisors, Inc.	Shares	311.7KSH	$38.9M
26	Venturi Wealth Management, LLC	Shares	307.0KSH	$38.3M
27	Creative Capital Management Investments LLC	Shares	302.7KSH	$37.8M
28	High Probability Advisors, LLC	Shares	295.6KSH	$36.9M
29	Sherrill & Hutchins Financial Advisory, Inc	Shares	288.7KSH	$36.0M
30	WMG Financial Advisors, LLC	Shares	288.4KSH	$36.0M
31	Valued Wealth Advisors LLC	Shares	285.0KSH	$35.6M
32	Falcon Wealth Planning	Shares	270.7KSH	$33.8M
33	DEFINE FINANCIAL, LLC	Shares	263.0KSH	$32.8M
34	EAGLE WEALTH STRATEGIES LLC	Shares	259.2KSH	$32.3M
35	Morton Brown Family Wealth, LLC	Shares	246.9KSH	$30.8M
36	Meritas Wealth Management, LLC	Shares	246.1KSH	$30.7M
37	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	239.3KSH	$29.9M
38	Great Point Wealth Advisors, LLC	Shares	225.6KSH	$28.1M
39	HHM Wealth Advisors, LLC	Shares	224.9KSH	$28.1M
40	Harbor Group, Inc.	Shares	224.5KSH	$28.0M
41	Wealth Architects, LLC	Shares	220.6KSH	$27.5M
42	LIFELONG WEALTH ADVISORS, INC.	Shares	218.6KSH	$27.3M
43	Peirce Capital Management, LLC	Shares	216.6KSH	$27.0M
44	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	212.5KSH	$26.5M
45	Highland Financial Advisors, LLC	Shares	199.5KSH	$24.9M
46	FIRST MERCHANTS CORP	Shares	197.9KSH	$24.7M
47	HMV Wealth Advisors, LLC	Shares	197.2KSH	$24.6M
48	Merit Financial Group, LLC	Shares	195.6KSH	$24.4M
49	Flagstone Financial Management	Shares	195.3KSH	$24.4M
50	BFSG, LLC	Shares	182.1KSH	$22.7M

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

50 / 445 loaded

#		Instrument
1	Avior Wealth Management, LLC added	Shares	+310.7K	+$42.8M	$73.6M
2	Plancorp, LLC added	Shares	+75.7K	+$23.0M	$191.5M
3	Peirce Capital Management, LLC added	Shares	+179.1K	+$22.9M	$27.0M
4	Unison Advisors LLC added	Shares	+7.3K	+$19.9M	$166.7M
5	Apollon Wealth Management, LLC added	Shares	+109.3K	+$17.6M	$47.9M
6	Farther Finance Advisors, LLC added	Shares	+71.3K	+$16.8M	$78.6M
7	KEB ASSET MANAGEMENT, LLC added	Shares	+78.9K	+$16.0M	$63.3M
8	Sequoia Financial Advisors, LLC trimmed	Shares	-23.4K	+$12.6M	$132.7M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.0K	+$12.5M	$57.9M
10	Ocean Park Asset Management, LLC added	Shares	+92.7K	+$12.4M	$18.9M
11	HHM Wealth Advisors, LLC added	Shares	+74.5K	+$11.4M	$28.1M
12	Beaird Harris Wealth Management, LLC added	Shares	+1.9K	+$10.9M	$93.6M
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+29.9K	+$9.7M	$55.5M
14	Burton Enright Welch added	Shares	+20.4K	+$9.5M	$63.4M
15	Merit Financial Group, LLC added	Shares	+59.9K	+$9.4M	$24.4M
16	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-1.3K	+$8.9M	$78.8M
17	Symmetry Partners, LLC trimmed	Shares	-9.7K	+$8.5M	$83.3M
18	BridgePort Financial Solutions, LLC new	Shares	+66.9K	+$8.3M	$8.3M
19	Envestnet Portfolio Solutions, Inc. added	Shares	+4.9K	+$8.3M	$68.0M
20	FIRST CITIZENS BANK & TRUST CO added	Shares	+19.0K	+$8.2M	$53.6M
21	Meredith Wealth Planning trimmed	Shares	-3.5K	+$8.0M	$73.4M
22	Foster Group, Inc. trimmed	Shares	-16.6K	+$8.0M	$85.6M
23	Petersen Hastings Wealth Advisors Inc. trimmed	Shares	-13.6K	+$7.0M	$74.5M
24	Kooman & Associates new	Shares	+56.1K	+$7.0M	$7.0M
25	BWM Planning, LLC added	Shares	+11.9K	+$6.5M	$45.2M
26	Marquette Asset Management, LLC trimmed	Shares	-29	+$6.5M	$56.7M
27	ENZI WEALTH added	Shares	+14.1K	+$6.0M	$40.4M
28	High Probability Advisors, LLC added	Shares	+15.3K	+$5.9M	$36.9M
29	Meritas Wealth Management, LLC added	Shares	+18.9K	+$5.6M	$30.7M
30	Financial Partners Group, Inc trimmed	Shares	-806	+$5.5M	$48.8M
31	DEFINE FINANCIAL, LLC added	Shares	+14.1K	+$5.3M	$32.8M
32	Wealthcare Advisory Partners LLC added	Shares	+5.8K	+$5.2M	$40.0M
33	Morton Brown Family Wealth, LLC added	Shares	+14.3K	+$5.1M	$30.8M
34	Kondo Wealth Advisors, Inc. added	Shares	+5.5K	+$5.1M	$38.9M
35	Falcon Wealth Planning added	Shares	+10.6K	+$5.0M	$33.8M
36	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+15.6K	+$4.8M	$26.5M
37	ARQ WEALTH ADVISORS, LLC added	Shares	+24.0K	+$4.8M	$17.1M
38	Creative Capital Management Investments LLC added	Shares	+2.9K	+$4.6M	$37.8M
39	Hoxton Planning & Management, LLC added	Shares	+35.6K	+$4.5M	$4.8M
40	ORRSTOWN FINANCIAL SERVICES INC trimmed	Shares	-2.2K	+$4.4M	$40.6M
41	Great Point Wealth Advisors, LLC added	Shares	+10.6K	+$4.4M	$28.1M
42	Venturi Wealth Management, LLC trimmed	Shares	-50	+$4.4M	$38.3M
43	VISIONARY HORIZONS, LLC added	Shares	+23.9K	+$4.2M	$13.7M
44	ABLE Financial Group, LLC added	Shares	+15.2K	+$4.1M	$21.0M
45	WMG Financial Advisors, LLC trimmed	Shares	-797	+$4.0M	$36.0M
46	FIRST MERCHANTS CORP added	Shares	+9.5K	+$3.9M	$24.7M
47	True North Advisors, LLC new	Shares	+30.6K	+$3.8M	$3.8M
48	Valued Wealth Advisors LLC trimmed	Shares	-4.0K	+$3.6M	$35.6M
49	Capital Advisors Wealth Management, LLC added	Shares	+14.3K	+$3.6M	$17.7M
50	Bucket List Wealth Management, LLC added	Shares	+14.1K	+$3.6M	$17.5M

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