AMERICAN CENTY ETF TR (CATF)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
22
Reporting holders
$67.5M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Composition Wealth, LLC | $20.8M | 413,265 | 0.24% | 4q | HELD |
| AMERICAN CENTURY COMPANIES INC | $18.4M | 366,900 | 0.01% | 8q | HELD |
| San Luis Wealth Advisors LLC | $9.8M | 194,210 | 1.47% | 7q | +41.3%+$2.9M |
| JANE STREET GROUP, LLC | $4.2M | 83,281 | 0.00% | 5q | +309.9%+$3.2M |
| Weaver Consulting Group | $2.8M | 55,518 | 0.57% | 8q | +1.6%+$45.2K |
| LPL Financial LLC | $2.7M | 54,697 | 0.00% | 2q | +78.3%+$1.2M |
| Ballast Rock Private Wealth LLC | $2.1M | 41,452 | 0.96% | 2q | +4.6%+$92.2K |
| Cooper Capital Advisors LLC | $1.6M | 32,079 | 0.70% | 6q | +25.0%+$322.6K |
| EHRLICH FINANCIAL GROUP | $1.1M | 21,389 | 0.55% | 7q | +48.8%+$352.7K |
| WEALTHGARDEN F.S. LLC | $823.9K | 16,390 | 0.47% | 5q | +8.8%+$66.4K |
| Mutual Advisors, LLC | $626.4K | 12,461 | 0.01% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $508.7K | 10,120 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $462.3K | 9,197 | 0.00% | new | NEW |
| Almanack Investment Partners, LLC. | $316.7K | 6,299 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $287.8K | 5,726 | 0.00% | 2q | +39.6%+$81.6K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $276.5K | 5,500 | 0.01% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $272.2K | 5,415 | 0.00% | new | NEW |
| Mariner, LLC | $254.6K | 5,065 | 0.00% | 3q | -61.7%-$410.8K |
| Farther Finance Advisors, LLC | $155.8K | 3,100 | 0.00% | 3q | -72.9%-$419.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.3K | 504 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.2K | 64 | 0.00% | new | NEW |
| UBS Group AG | $2.8K | 55 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $738 | 14,688 | 0.00% | new | NEW |
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 | 22 | $67.5M | 1,342,687 | 8 | 9 | 2 | 0.0% |
| Q1 2026 | 16 | $58.3M | 1,170,188 | 5 | 8 | 2 | 0.0% |
| Q4 2025 | 12 | $51.9M | 1,038,642 | 3 | 7 | 2 | 0.0% |
| Q3 2025 | 11 | $48.0M | 964,269 | 2 | 6 | 3 | 0.0% |
| Q2 2025 | 8 | $19.1M | 393,935 | 4 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $17.8M | 361,255 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $22.8M | 456,194 | 1 | 1 | 2 | 0.0% |
| Q3 2024 | 4 | $26.2M | 513,415 | 4 | 0 | 0 | 0.0% |