HolderBook

AMERICAN CENTY ETF TR (ACGR)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

4
Reporting holders
$1.8M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Prosperity Financial Group, Inc.$1.6M23,4810.50%12qHELD
Hurley Capital, LLC$88.0K1,2720.05%5qHELD
MORGAN STANLEY$82.9K1,1990.00%10qHELD
MERCER GLOBAL ADVISORS INC /ADV$2.1K300.00%newNEW
Colorado Capital Management, Inc.$1.1K16,1010.38%9q-3.8%
Coston, McIsaac & Partners$162360.00%17qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20264$1.8M25,9821000.0%
Q1 20264$2.0M34,3091020.0%
Q4 20255$7.4M112,0470130.0%
Q3 20256$10.5M160,6730110.0%
Q2 20257$10.0M167,3993200.0%
Q1 20254$7.8M154,0060020.0%
Q4 20246$9.2M160,1161030.0%
Q3 20245$9.0M162,0500210.0%
Q2 20247$9.5M173,0862130.0%
Q1 20245$9.0M176,5591120.0%
Q4 20235$8.1M177,4643010.0%
Q3 20233$6.6M164,3151000.0%
Q2 20234$5.2M194,1122000.0%
Q1 20233$5.1M138,3111000.0%
Q4 20223$4.0M125,2591000.0%
Q3 20223$4.1M132,0901000.0%
Q2 20222$4.1M125,2340000.0%
Q1 20222$5.5M131,0760100.0%
Q4 20212$6.0M130,3390010.0%
Q3 20212$5.4M132,1262000.0%