AMERICAN CENTY ETF TR (FDG)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
61
Reporting holders
$301.1M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $94.4M | 709,475 | 0.04% | 25q | +17.8%+$14.3M |
| ENVESTNET ASSET MANAGEMENT INC | $65.6M | 492,734 | 0.02% | 23q | HELD |
| Bank of New York Mellon Corp | $37.6M | 282,226 | 0.01% | 14q | +14.0%+$4.6M |
| ERn Financial, LLC | $9.5M | 71,005 | 1.56% | 23q | +8.3%+$723.1K |
| Stratos Wealth Advisors, LLC | $9.1M | 68,166 | 0.50% | 6q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.2M | 53,767 | 0.04% | 3q | +2.5%+$177.7K |
| Sunpointe, LLC | $6.6M | 49,334 | 1.87% | 8q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.6M | 49,223 | 0.31% | 14q | -5.0%-$345.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 48,959 | 0.01% | 23q | +23.0%+$1.2M |
| Networth Advisors, LLC | $5.2M | 39,204 | 3.03% | 3q | +2.3%+$119.0K |
| Farther Finance Advisors, LLC | $5.1M | 38,666 | 0.04% | 6q | +1.1%+$53.9K |
| Slagle Financial, LLC | $4.8M | 36,280 | 1.45% | 13q | +30.4%+$1.1M |
| IFP Advisors, Inc | $4.3M | 32,678 | 0.08% | 23q | +9.9%+$390.8K |
| AE Wealth Management LLC | $3.8M | 28,205 | 0.02% | 7q | +18.7%+$590.4K |
| TRUIST FINANCIAL CORP | $3.4M | 25,389 | 0.00% | 24q | -4.9%-$174.4K |
| Prosperity Financial Group, Inc. | $3.2M | 23,938 | 0.99% | 6q | +81.0%+$1.4M |
| OSAIC HOLDINGS, INC. | $3.0M | 22,914 | 0.00% | 9q | +570.0%+$2.6M |
| STIFEL FINANCIAL CORP | $3.0M | 22,183 | 0.00% | 12q | -2.1%-$64.6K |
| TWO SIGMA INVESTMENTS, LP | $2.6M | 19,200 | 0.00% | new | NEW |
| LPL Financial LLC | $2.1M | 15,998 | 0.00% | 9q | +4.3%+$87.8K |
| HighTower Advisors, LLC | $2.1M | 15,628 | 0.00% | 19q | -0.8%-$16.8K |
| Koenig Investment Advisory, LLC | $2.1M | 15,540 | 1.61% | 3q | HELD |
| Dominguez Wealth Management Solutions, Inc. | $1.6M | 11,692 | 0.86% | 15q | -4.0%-$65.5K |
| Kingsview Wealth Management, LLC | $1.5M | 11,428 | 0.02% | 2q | +235.4%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $1.5M | 10,950 | 0.00% | 15q | +67.9%+$589.5K |
| Cetera Investment Advisers | $878.7K | 6,602 | 0.00% | 10q | -4.7%-$43.7K |
| Strategies Wealth Advisors, LLC | $828.1K | 6,222 | 0.07% | 7q | HELD |
| Owen LaRue, LLC | $775.2K | 5,824 | 0.27% | 15q | -0.6%-$4.7K |
| Geneos Wealth Management Inc. | $646.6K | 4,858 | 0.01% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $584.3K | 4,390 | 0.00% | 10q | +10.4%+$55.1K |
| Financial Partners Group, Inc | $580.1K | 4,358 | 0.06% | 6q | -2.3%-$13.8K |
| Joseph P. Lucia & Associates, LLC | $438.2K | 3,292 | 0.13% | 11q | HELD |
| Wealthcare Advisory Partners LLC | $419.3K | 3,150 | 0.01% | 13q | HELD |
| Realta Investment Advisors | $407.3K | 3,060 | 0.13% | 3q | +11.8%+$42.9K |
| FSA Advisors, Inc. | $405.4K | 3,046 | 0.09% | new | NEW |
| KEYBANK NATIONAL ASSOCIATION/OH | $386.4K | 2,903 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $369.5K | 2,776 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $296.7K | 2,229 | 0.00% | 5q | -44.7%-$239.7K |
| PNC Financial Services Group, Inc. | $231.6K | 1,740 | 0.00% | 6q | HELD |
| Crestwood Advisors Group, LLC | $230.0K | 1,728 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $221.9K | 1,667 | 0.00% | new | NEW |
| Pine Valley Investments Ltd Liability Co | $216.4K | 1,626 | 0.01% | 2q | +1.9%+$4.0K |
| Lloyd Advisory Services, LLC. | $180.7K | 1,358 | 0.07% | 3q | +960.9%+$163.7K |
| FAS Wealth Partners, Inc. | $174.8K | 1,313 | 0.01% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $169.4K | 1,273 | 0.02% | new | NEW |
| MORGAN STANLEY | $132.8K | 998 | 0.00% | 7q | HELD |
| FMR LLC | $120.4K | 905 | 0.00% | 7q | +281.9%+$88.9K |
| LANARK FINANCIAL, INC. | $105.0K | 789 | 0.01% | 6q | +0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $49.0K | 368 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $19.1K | 145 | 0.00% | 6q | -93.4%-$270.9K |
| Kingdom Financial Group LLC. | $17.0K | 128 | 0.00% | 3q | HELD |
| Godfrey Financial Associates, Inc. | $10.6K | 80 | 0.01% | 3q | HELD |
| UBS Group AG | $8.4K | 63 | 0.00% | 2q | +43.2%+$2.5K |
| WELLS FARGO & COMPANY/MN | $7.2K | 54 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $6.8K | 51 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.6K | 49,782 | 0.01% | 23q | +88.0%+$3.1K |
| Truvestments Capital LLC | $4.8K | 36 | 0.00% | 7q | HELD |
| Key Capital Management, INC | $4.5K | 34 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1K | 23 | 0.00% | 4q | HELD |
| VANGUARD ADVISERS INC | $2.5K | 19 | 0.00% | 2q | -26.9% |
| Quest 10 Wealth Builders, Inc. | $2.1K | 16 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $1.3K | 10 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G/A | Bank of New York Mellon Corpwith 3 co-filers | 9.3% |
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 | 61 | $301.1M | 2,261,916 | 11 | 22 | 11 | 0.0% |
| Q1 2026 | 56 | $231.1M | 2,026,054 | 9 | 17 | 12 | 0.0% |
| Q4 2025 | 57 | $260.1M | 2,051,043 | 10 | 17 | 15 | 0.0% |
| Q3 2025 | 51 | $237.0M | 1,967,671 | 6 | 19 | 13 | 0.0% |
| Q2 2025 | 51 | $222.6M | 2,037,313 | 11 | 21 | 10 | 0.0% |
| Q1 2025 | 45 | $186.5M | 2,053,188 | 14 | 14 | 8 | 0.0% |
| Q4 2024 | 37 | $192.2M | 1,849,959 | 11 | 8 | 14 | 0.0% |
| Q3 2024 | 28 | $184.1M | 1,986,751 | 5 | 9 | 10 | 0.0% |
| Q2 2024 | 29 | $188.6M | 2,097,277 | 5 | 11 | 5 | 0.0% |
| Q1 2024 | 25 | $160.7M | 1,945,694 | 4 | 7 | 10 | 0.0% |
| Q4 2023 | 24 | $144.7M | 2,083,820 | 3 | 9 | 9 | 0.0% |
| Q3 2023 | 21 | $128.7M | 2,041,860 | 1 | 8 | 10 | 0.0% |
| Q2 2023 | 24 | $134.0M | 2,043,556 | 5 | 11 | 6 | 0.0% |
| Q1 2023 | 20 | $101.1M | 1,735,887 | 4 | 8 | 4 | 0.0% |
| Q4 2022 | 18 | $89.3M | 1,720,633 | 3 | 6 | 3 | 0.0% |
| Q3 2022 | 20 | $81.0M | 1,541,736 | 2 | 6 | 4 | 0.0% |
| Q2 2022 | 21 | $76.3M | 1,457,080 | 3 | 6 | 7 | 0.0% |
| Q1 2022 | 32 | $110.6M | 1,536,747 | 6 | 10 | 8 | 0.0% |
| Q4 2021 | 37 | $128.8M | 1,598,412 | 6 | 15 | 10 | 0.0% |
| Q3 2021 | 31 | $128.9M | 1,573,029 | 5 | 14 | 8 | 0.0% |
| Q2 2021 | 29 | $129.0M | 1,589,789 | 6 | 13 | 8 | 0.0% |
| Q1 2021 | 24 | $161.5M | 2,184,158 | 2 | 15 | 6 | 0.0% |
| Q4 2020 | 30 | $157.4M | 2,114,753 | 11 | 12 | 4 | 0.0% |
| Q3 2020 | 20 | $147.6M | 2,278,257 | 14 | 1 | 4 | 0.0% |
| Q2 2020 | 8 | $117.9M | 2,148,141 | 8 | 0 | 0 | 0.0% |