Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 265 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.4MSH	$479.3M
2	MISSION WEALTH MANAGEMENT, LP	Shares	5.1MSH	$459.3M
3	Rockwood Wealth Management, LLC	Shares	3.2MSH	$282.4M
4	Annex Advisory Services, LLC	Shares	1.5MSH	$134.2M
5	Gradient Investments LLC	Shares	1.4MSH	$129.0M
6	Oak Root LLC	Shares	1.4MSH	$127.3M
7	Plancorp, LLC	Shares	862.6KSH	$77.0M
8	Apella Capital, LLC	Shares	828.6KSH	$74.4M
9	ATWOOD & PALMER INC	Shares	771.5KSH	$68.8M
10	JNBA Financial Advisors	Shares	769.9KSH	$68.7M
11	CGN Advisors LLC	Shares	695.0KSH	$62.0M
12	BSW Wealth Partners	Shares	599.2KSH	$53.5M
13	Versant Capital Management, Inc	Shares	587.8KSH	$52.4M
14	Family Investment Center, Inc.	Shares	512.3KSH	$45.7M
15	Legacy Financial Strategies, LLC	Shares	483.7KSH	$43.1M
16	Quantum Financial Advisors, LLC	Shares	463.3KSH	$41.3M
17	Highland Financial Advisors, LLC	Shares	405.1KSH	$36.1M
18	IAM Advisory, LLC	Shares	398.4KSH	$35.5M
19	Perkins Coie Trust Co	Shares	382.8KSH	$34.1M
20	Financial Enhancement Group LLC	Shares	356.7KSH	$31.8M
21	Strategic Blueprint, LLC	Shares	355.9KSH	$31.7M
22	SEARCY FINANCIAL SERVICES INC /ADV	Shares	341.5KSH	$30.5M
23	55 North Private Wealth, LLC	Shares	326.6KSH	$29.1M
24	ACT Advisors, LLC.	Shares	324.6KSH	$29.0M
25	Echo Wealth Management, LLC	Shares	321.4KSH	$28.7M
26	Yardley Wealth Management LLC	Shares	319.2KSH	$28.5M
27	Oak Wealth Advisors LLC	Shares	298.6KSH	$26.6M
28	RVW Wealth, LLC	Shares	292.8KSH	$26.1M
29	Copper Harbor Investment Advisors, LLC	Shares	288.1KSH	$25.7M
30	FIRST NATIONAL BANK SIOUX FALLS	Shares	285.0KSH	$25.7M
31	BWM Planning, LLC	Shares	287.4KSH	$25.6M
32	Wilkerson Advisory Group LLC	Shares	274.7KSH	$24.5M
33	Mason & Associates Inc	Shares	272.6KSH	$24.3M
34	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	272.6KSH	$24.3M
35	Pearl Planning LLC	Shares	261.8KSH	$23.4M
36	Trellis Wealth Advisors LLC	Shares	250.0KSH	$22.3M
37	Torren Management, LLC	Shares	241.0KSH	$21.5M
38	Lifestyle Asset Management, Inc.	Shares	236.8KSH	$21.1M
39	EverSource Wealth Advisors, LLC	Shares	231.3KSH	$20.6M
40	Henrickson Nauta Wealth Advisors, Inc.	Shares	231.3KSH	$20.6M
41	Burton Enright Welch	Shares	220.2KSH	$19.6M
42	Independence Bank of Kentucky	Shares	209.0KSH	$18.6M
43	Hennion & Walsh Asset Management, Inc.	Shares	203.8KSH	$18.2M
44	WMG Financial Advisors, LLC	Shares	200.3KSH	$17.9M
45	Broadway Wealth Solutions, Inc.	Shares	199.2KSH	$17.8M
46	Signature Resources Capital Management, LLC	Shares	193.2KSH	$17.2M
47	BOYUM WEALTH ARCHITECTS LLC	Shares	186.7KSH	$16.7M
48	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	185.9KSH	$16.6M
49	Canvas Wealth Advisors, LLC	Shares	185.7KSH	$16.6M
50	ELEVATION WEALTH PARTNERS, LLC	Shares	180.6KSH	$16.1M

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

50 / 269 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.7M	+$170.2M	$459.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+689.6K	+$81.2M	$479.3M
3	Perkins Coie Trust Co added	Shares	+379.1K	+$33.8M	$34.1M
4	Rockwood Wealth Management, LLC added	Shares	+157.8K	+$27.2M	$282.4M
5	Hennion & Walsh Asset Management, Inc. new	Shares	+203.8K	+$18.2M	$18.2M
6	Highland Financial Advisors, LLC added	Shares	+161.4K	+$15.5M	$36.1M
7	Lifestyle Asset Management, Inc. added	Shares	+150.5K	+$13.8M	$21.1M
8	Pacific Excel Wealth Advisors, Inc. new	Shares	+132.4K	+$11.8M	$11.8M
9	CGN Advisors LLC added	Shares	+77.8K	+$9.6M	$62.0M
10	Gradient Investments LLC added	Shares	+30.8K	+$8.9M	$129.0M
11	JNBA Financial Advisors added	Shares	+61.7K	+$8.6M	$68.7M
12	Family Investment Center, Inc. added	Shares	+55.9K	+$7.0M	$45.7M
13	Oak Root LLC unchanged	Shares	0	+$6.2M	$127.3M
14	FSA Investment Group, LLC added	Shares	+58.8K	+$5.7M	$14.1M
15	Sensenig Capital Advisors, Inc added	Shares	+61.7K	+$5.6M	$6.8M
16	Apella Capital, LLC added	Shares	+71.4K	+$5.4M	$74.4M
17	True North Advisors, LLC added	Shares	+49.8K	+$4.8M	$10.7M
18	55 North Private Wealth, LLC added	Shares	+34.6K	+$4.4M	$29.1M
19	Pearl Planning LLC added	Shares	+30.7K	+$3.7M	$23.4M
20	ATWOOD & PALMER INC added	Shares	+4.0K	+$3.7M	$68.8M
21	Echo Wealth Management, LLC added	Shares	+25.2K	+$3.5M	$28.7M
22	Integrity Investment Advisors, LLC added	Shares	+35.1K	+$3.5M	$10.4M
23	Legacy Financial Strategies, LLC added	Shares	+13.5K	+$3.3M	$43.1M
24	Independence Bank of Kentucky added	Shares	+27.3K	+$3.2M	$18.6M
25	FCG Investment Co new	Shares	+34.9K	+$3.1M	$3.1M
26	Versant Capital Management, Inc added	Shares	+2.7K	+$2.8M	$52.4M
27	Yardley Wealth Management LLC added	Shares	+14.2K	+$2.6M	$28.5M
28	Interchange Capital Partners, LLC added	Shares	+28.8K	+$2.6M	$2.9M
29	Quantum Financial Advisors, LLC added	Shares	+6.4K	+$2.6M	$41.3M
30	ARQ WEALTH ADVISORS, LLC added	Shares	+19.8K	+$2.5M	$13.1M
31	ACT Advisors, LLC. added	Shares	+12.2K	+$2.5M	$29.0M
32	Certified Advisory Corp added	Shares	+21.9K	+$2.3M	$8.4M
33	Annex Advisory Services, LLC trimmed	Shares	-51.2K	+$2.2M	$134.2M
34	ORBA Wealth Advisors, L.L.C. added	Shares	+22.8K	+$2.1M	$4.3M
35	Networth Advisors, LLC added	Shares	+21.7K	+$2.1M	$5.9M
36	Financial Enhancement Group LLC added	Shares	+30.1K	+$2.1M	$31.8M
37	Signature Resources Capital Management, LLC added	Shares	+14.3K	+$2.1M	$17.2M
38	Mason & Associates Inc added	Shares	+1.4K	+$2.0M	$24.3M
39	Strategic Blueprint, LLC added	Shares	+3.7K	+$1.9M	$31.7M
40	Hutchens & Kramer Investment Management Group, LLC added	Shares	+15.5K	+$1.9M	$11.2M
41	Activest Wealth Management added	Shares	+13.1K	+$1.8M	$14.7M
42	Accurate Wealth Management, LLC added	Shares	+20.0K	+$1.8M	$4.8M
43	Wilkerson Advisory Group LLC added	Shares	+6.7K	+$1.8M	$24.5M
44	IAM Advisory, LLC trimmed	Shares	-236	+$1.7M	$35.5M
45	Owl Creek Wealth Partners LLC added	Shares	+16.2K	+$1.7M	$6.9M
46	Oak Wealth Advisors LLC added	Shares	+2.7K	+$1.5M	$26.6M
47	ELEVATION WEALTH PARTNERS, LLC added	Shares	+8.5K	+$1.5M	$16.1M
48	Canvas Wealth Advisors, LLC added	Shares	+8.1K	+$1.5M	$16.6M
49	BWM Planning, LLC added	Shares	+2.8K	+$1.5M	$25.6M
50	Broadway Wealth Solutions, Inc. added	Shares	+6.8K	+$1.4M	$17.8M

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