Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 209 loaded

#		Instrument	quantity
1	Oak Root LLC	Shares	2.9MSH	$372.2M
2	Annex Advisory Services, LLC	Shares	2.0MSH	$259.4M
3	Great Point Wealth Advisors, LLC	Shares	1.2MSH	$151.5M
4	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	1.0MSH	$130.1M
5	Quantum Financial Advisors, LLC	Shares	907.6KSH	$116.2M
6	RVW Wealth, LLC	Shares	826.5KSH	$105.9M
7	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	628.8KSH	$80.5M
8	Rockwood Wealth Management, LLC	Shares	606.0KSH	$77.6M
9	McGlone Suttner Wealth Management, Inc.	Shares	529.0KSH	$67.8M
10	Plancorp, LLC	Shares	527.6KSH	$67.4M
11	WMG Financial Advisors, LLC	Shares	506.5KSH	$64.9M
12	CPC Advisors, LLC	Shares	492.9KSH	$63.1M
13	Gradient Investments LLC	Shares	483.5KSH	$61.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	471.4KSH	$60.0M
15	Strategic Blueprint, LLC	Shares	440.8KSH	$56.5M
16	Mattern Wealth Management LLC	Shares	379.5KSH	$48.6M
17	BSW Wealth Partners	Shares	357.4KSH	$45.8M
18	Hutchens & Kramer Investment Management Group, LLC	Shares	348.3KSH	$44.6M
19	CONTINUUM WEALTH ADVISORS, LLC	Shares	339.9KSH	$43.5M
20	Signature Resources Capital Management, LLC	Shares	337.5KSH	$43.2M
21	Highland Financial Advisors, LLC	Shares	331.5KSH	$42.5M
22	Burton Enright Welch	Shares	265.6KSH	$34.0M
23	Copper Harbor Investment Advisors, LLC	Shares	261.8KSH	$33.5M
24	Sensenig Capital Advisors, Inc	Shares	243.3KSH	$31.2M
25	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	231.0KSH	$29.6M
26	Oak Wealth Advisors LLC	Shares	225.1KSH	$28.8M
27	ARQ WEALTH ADVISORS, LLC	Shares	209.3KSH	$26.8M
28	Trellis Wealth Advisors LLC	Shares	205.7KSH	$26.3M
29	LexAurum Advisors, LLC	Shares	201.2KSH	$25.8M
30	Torren Management, LLC	Shares	197.2KSH	$25.3M
31	Henrickson Nauta Wealth Advisors, Inc.	Shares	192.5KSH	$24.7M
32	CoreCap Advisors, LLC	Shares	176.9KSH	$22.7M
33	Tanager Wealth Management LLP	Shares	175.0KSH	$22.4M
34	Acropolis Investment Management, LLC	Shares	168.0KSH	$21.5M
35	Apella Capital, LLC	Shares	162.2KSH	$20.6M
36	ANDERSON HOAGLAND & CO	Shares	158.6KSH	$20.3M
37	SJS Investment Consulting Inc.	Shares	144.7KSH	$18.5M
38	Flagstone Financial Management	Shares	132.2KSH	$16.9M
39	KWMG, LLC	Shares	130.1KSH	$16.7M
40	EHRLICH FINANCIAL GROUP	Shares	127.8KSH	$16.4M
41	Cornerstone Wealth Management, LLC	Shares	125.3KSH	$16.0M
42	marrick wealth, LLC	Shares	117.7KSH	$15.1M
43	Meredith Wealth Planning	Shares	111.3KSH	$14.3M
44	Lakeridge Wealth Management LLC	Shares	111.0KSH	$14.2M
45	My Personal CFO, LLC	Shares	110.4KSH	$14.1M
46	Clarity Capital Advisors, LLC	Shares	109.7KSH	$14.1M
47	Wilkerson Advisory Group LLC	Shares	106.4KSH	$13.6M
48	Owl Creek Wealth Partners LLC	Shares	105.9KSH	$13.6M
49	SAX WEALTH ADVISORS, LLC	Shares	117.1KSH	$13.0M
50	Wedmont Private Capital	Shares	94.9KSH	$12.2M

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

50 / 212 loaded

#		Instrument
1	Oak Root LLC unchanged	Shares	0	+$49.1M	$372.2M
2	Annex Advisory Services, LLC added	Shares	+96.3K	+$44.9M	$259.4M
3	Great Point Wealth Advisors, LLC added	Shares	+37.8K	+$24.2M	$151.5M
4	Gradient Investments LLC added	Shares	+125.7K	+$22.2M	$61.9M
5	Quantum Financial Advisors, LLC added	Shares	+29.4K	+$18.6M	$116.2M
6	RVW Wealth, LLC added	Shares	+23.9K	+$16.6M	$105.9M
7	CONTINUUM WEALTH ADVISORS, LLC added	Shares	+78.0K	+$14.4M	$43.5M
8	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+23.4K	+$13.2M	$80.5M
9	TRAPHAGEN INVESTMENT ADVISORS LLC trimmed	Shares	-38.0K	+$12.9M	$130.1M
10	Hutchens & Kramer Investment Management Group, LLC added	Shares	+48.6K	+$11.3M	$44.6M
11	McGlone Suttner Wealth Management, Inc. added	Shares	+6.7K	+$9.7M	$67.8M
12	Rockwood Wealth Management, LLC trimmed	Shares	-8.5K	+$9.3M	$77.6M
13	WMG Financial Advisors, LLC added	Shares	+5.0K	+$9.1M	$64.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.2K	+$9.0M	$60.0M
15	Signature Resources Capital Management, LLC added	Shares	+26.9K	+$8.7M	$43.2M
16	CPC Advisors, LLC added	Shares	+1.7K	+$8.5M	$63.1M
17	EHRLICH FINANCIAL GROUP added	Shares	+55.4K	+$8.3M	$16.4M
18	Mattern Wealth Management LLC added	Shares	+11.8K	+$7.7M	$48.6M
19	ARQ WEALTH ADVISORS, LLC added	Shares	+29.6K	+$6.8M	$26.8M
20	Strategic Blueprint, LLC trimmed	Shares	-7.8K	+$6.6M	$56.5M
21	Plancorp, LLC trimmed	Shares	-367	+$6.1M	$67.4M
22	CoreCap Advisors, LLC added	Shares	+24.0K	+$5.7M	$22.7M
23	Highland Financial Advisors, LLC trimmed	Shares	-3.7K	+$5.2M	$42.5M
24	BSW Wealth Partners trimmed	Shares	-8.0K	+$5.1M	$45.8M
25	Lakeridge Wealth Management LLC added	Shares	+28.1K	+$5.0M	$14.2M
26	Owl Creek Wealth Partners LLC added	Shares	+26.5K	+$4.7M	$13.6M
27	Cornerstone Wealth Management, LLC added	Shares	+23.1K	+$4.7M	$16.0M
28	Sensenig Capital Advisors, Inc added	Shares	+4.5K	+$4.6M	$31.2M
29	Burton Enright Welch added	Shares	+35	+$4.5M	$34.0M
30	marrick wealth, LLC added	Shares	+21.0K	+$4.3M	$15.1M
31	Oak Wealth Advisors LLC added	Shares	+1.7K	+$4.0M	$28.8M
32	Trellis Wealth Advisors LLC trimmed	Shares	-74	+$3.5M	$26.3M
33	Torren Management, LLC added	Shares	+89	+$3.3M	$25.3M
34	WEBSTERROGERS FINANCIAL ADVISORS, LLC trimmed	Shares	-6.6K	+$3.2M	$29.6M
35	VISTA INVESTMENT PARTNERS LLC new	Shares	+24.6K	+$3.2M	$3.2M
36	Integrity Investment Advisors, LLC added	Shares	+15.8K	+$3.2M	$10.5M
37	SJS Investment Consulting Inc. added	Shares	+4.2K	+$2.9M	$18.5M
38	ANDERSON HOAGLAND & CO added	Shares	+2.1K	+$2.9M	$20.3M
39	Henrickson Nauta Wealth Advisors, Inc. trimmed	Shares	-3.1K	+$2.9M	$24.7M
40	Acropolis Investment Management, LLC trimmed	Shares	-45	+$2.8M	$21.5M
41	XY Planning Network, Inc. added	Shares	+18.1K	+$2.7M	$5.3M
42	KWMG, LLC added	Shares	+4.0K	+$2.6M	$16.7M
43	Revolve Wealth Partners, LLC added	Shares	+18.3K	+$2.6M	$4.4M
44	Tanager Wealth Management LLP trimmed	Shares	-3.6K	+$2.6M	$22.4M
45	3 FACTOR INDEXING, LLC added	Shares	+8.2K	+$2.2M	$9.5M
46	Meredith Wealth Planning added	Shares	+1.3K	+$2.0M	$14.3M
47	Flagstone Financial Management trimmed	Shares	-2.6K	+$2.0M	$16.9M
48	ANDREWS, LUCIA WEALTH MANAGEMENT LLC added	Shares	+10.9K	+$1.9M	$5.4M
49	LexAurum Advisors, LLC trimmed	Shares	-13.3K	+$1.9M	$25.8M
50	Clarity Capital Advisors, LLC added	Shares	+308	+$1.9M	$14.1M

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