AMERICAN CENTY ETF TR (ACLC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
26
Reporting holders
$544.7M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $510.4M | 6,068,244 | 0.06% | 24q | +94.6%+$248.1M |
| 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 |
| CITADEL ADVISORS LLC | $737.1K | 8,764 | 0.00% | 5q | +39.2%+$207.4K |
| 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 |
| 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 | $544.7M | 6,476,190 | 6 | 7 | 7 | 0.0% |
| Q1 2026 | 23 | $277.1M | 3,759,532 | 5 | 3 | 4 | 0.0% |
| Q4 2025 | 24 | $265.8M | 3,392,913 | 2 | 4 | 9 | 0.0% |
| Q3 2025 | 25 | $245.8M | 3,183,019 | 4 | 7 | 7 | 0.0% |
| Q2 2025 | 22 | $192.3M | 2,658,690 | 3 | 6 | 9 | 0.0% |
| Q1 2025 | 21 | $230.0M | 3,513,262 | 3 | 10 | 3 | 0.0% |
| Q4 2024 | 24 | $201.4M | 2,853,895 | 6 | 8 | 4 | 0.0% |
| Q3 2024 | 20 | $211.9M | 3,014,487 | 4 | 3 | 7 | 0.0% |
| Q2 2024 | 16 | $234.8M | 3,482,304 | 4 | 7 | 2 | 0.0% |
| Q1 2024 | 15 | $181.2M | 2,751,310 | 3 | 8 | 1 | 0.0% |
| Q4 2023 | 15 | $159.3M | 2,682,993 | 3 | 3 | 4 | 0.0% |
| Q3 2023 | 15 | $137.1M | 2,575,333 | 5 | 4 | 2 | 0.0% |
| Q2 2023 | 12 | $124.4M | 2,252,607 | 2 | 5 | 0 | 0.0% |
| Q1 2023 | 13 | $102.7M | 1,997,085 | 0 | 5 | 2 | 0.0% |
| Q4 2022 | 15 | $94.7M | 1,966,106 | 2 | 4 | 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% |