AMERICAN CENTY ETF TR (ACLC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
26
Reporting holders
$289.1M
Reported value
0.0%
Held as options
+3
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $255.2M | 3,034,122 | 0.06% | 24q | -2.7%-$7.0M |
| AMERICAN CENTURY COMPANIES INC | $17.1M | 203,336 | 0.01% | 2q | +10.1%+$1.6M |
| Sunpointe, LLC | $5.7M | 68,305 | 1.63% | 8q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $4.0M | 47,303 | 0.09% | new | NEW |
| Focus Partners Wealth | $976.5K | 11,610 | 0.00% | 6q | -96.0%-$23.7M |
| SteelPeak Wealth, LLC | $747.1K | 8,883 | 0.02% | 4q | +5.1%+$36.4K |
| MML INVESTORS SERVICES, LLC | $593.1K | 7,051 | 0.00% | 10q | +12.0%+$63.3K |
| FIFTH THIRD BANCORP | $582.8K | 6,929 | 0.00% | 2q | -0.8%-$4.6K |
| Midwest Trust Co | $428.9K | 5,100 | 0.00% | 5q | -80.7%-$1.8M |
| LPL Financial LLC | $427.3K | 5,080 | 0.00% | 8q | -4.0%-$18.0K |
| Summit Asset Management, LLC | $408.8K | 4,860 | 0.05% | 10q | HELD |
| Cetera Investment Advisers | $403.5K | 4,797 | 0.00% | 5q | +9.4%+$34.6K |
| CRA Financial Services, LLC | $376.0K | 4,471 | 0.04% | 19q | HELD |
| New Hampshire Trust | $371.2K | 4,414 | 0.07% | 9q | -16.0%-$70.8K |
| CITADEL ADVISORS LLC | $368.6K | 4,382 | 0.00% | 5q | -30.4%-$161.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360.2K | 4,283 | 0.00% | 7q | -1.4%-$5.3K |
| FMR LLC | $295.9K | 3,518 | 0.00% | 6q | +30.8%+$69.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $288.2K | 3,427 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $217.0K | 2,580 | 0.00% | new | NEW |
| MORGAN STANLEY | $98.7K | 1,173 | 0.00% | 7q | HELD |
| Caldwell Trust Co | $81.9K | 974 | 0.01% | 21q | HELD |
| UBS Group AG | $48.0K | 571 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $24.9K | 296 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $11.4K | 137 | 0.00% | 2q | -92.4%-$138.6K |
| ROYAL BANK OF CANADA | $7.0K | 80 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $336 | 4 | 0.00% | 2q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $289.1M | 3,437,686 | 6 | 5 | 9 | 0.0% |
| Q1 2026 | 23 | $277.1M | 3,759,532 | 5 | 3 | 4 | 0.0% |
| Q4 2025 | 23 | $265.6M | 3,390,348 | 1 | 4 | 9 | 0.0% |
| Q3 2025 | 24 | $245.5M | 3,179,260 | 4 | 7 | 7 | 0.0% |
| Q2 2025 | 20 | $191.5M | 2,647,170 | 3 | 5 | 9 | 0.0% |
| Q1 2025 | 19 | $229.3M | 3,502,935 | 3 | 9 | 3 | 0.0% |
| Q4 2024 | 21 | $200.3M | 2,838,804 | 5 | 8 | 3 | 0.0% |
| Q3 2024 | 18 | $211.2M | 3,004,525 | 4 | 2 | 7 | 0.0% |
| Q2 2024 | 14 | $234.3M | 3,474,782 | 4 | 7 | 1 | 0.0% |
| Q1 2024 | 13 | $180.7M | 2,743,755 | 2 | 7 | 1 | 0.0% |
| Q4 2023 | 14 | $159.0M | 2,679,562 | 2 | 3 | 4 | 0.0% |
| Q3 2023 | 15 | $137.1M | 2,575,333 | 5 | 4 | 2 | 0.0% |
| Q2 2023 | 11 | $123.9M | 2,242,984 | 2 | 4 | 0 | 0.0% |
| Q1 2023 | 12 | $102.2M | 1,987,731 | 0 | 4 | 2 | 0.0% |
| Q4 2022 | 12 | $94.3M | 1,957,284 | 2 | 3 | 2 | 0.0% |
| Q3 2022 | 15 | $81.6M | 1,844,196 | 2 | 3 | 3 | 0.0% |
| Q2 2022 | 15 | $106.6M | 2,298,992 | 1 | 4 | 5 | 0.0% |
| Q1 2022 | 16 | $120.3M | 2,142,306 | 3 | 4 | 5 | 0.0% |
| Q4 2021 | 14 | $152.8M | 2,531,595 | 4 | 2 | 3 | 0.0% |
| Q3 2021 | 8 | $132.2M | 2,434,111 | 2 | 2 | 2 | 0.0% |
| Q2 2021 | 8 | $138.3M | 2,564,368 | 2 | 2 | 1 | 0.0% |
| Q1 2021 | 7 | $128.0M | 2,576,096 | 5 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $102.2M | 2,165,032 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $81.5M | 1,913,046 | 2 | 0 | 0 | 0.0% |