AMERICAN CENTY ETF TR (FLV)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
49
Reporting holders
$312.6M
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 |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $101.8M | 1,252,678 | 0.05% | 25q | +5.0%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $52.3M | 643,108 | 0.01% | 22q | HELD |
| Creative Planning | $42.6M | 523,558 | 0.02% | 25q | -0.6%-$236.0K |
| Koenig Investment Advisory, LLC | $18.7M | 229,790 | 14.51% | 3q | +12.2%+$2.0M |
| Midwestern Financial, LLC /IA | $10.4M | 128,393 | 7.31% | 5q | +4.2%+$422.9K |
| WELLS FARGO & COMPANY/MN | $9.9M | 121,793 | 0.00% | 7q | -52.5%-$11.0M |
| Networth Advisors, LLC | $8.8M | 108,238 | 5.11% | 3q | +8.0%+$649.0K |
| Bedel Financial Consulting, Inc. | $7.7M | 95,018 | 0.73% | 17q | +7.9%+$562.5K |
| AE Wealth Management LLC | $6.3M | 77,282 | 0.03% | 7q | +28.0%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 67,641 | 0.01% | 24q | +1.8%+$98.7K |
| MML INVESTORS SERVICES, LLC | $4.6M | 56,754 | 0.01% | 11q | +16.6%+$658.5K |
| CITADEL ADVISORS LLC | $4.2M | 51,645 | 0.00% | 2q | +931.9%+$3.8M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 50,788 | 0.20% | 14q | -5.4%-$235.9K |
| Sunpointe, LLC | $4.0M | 49,237 | 1.14% | 8q | -1.2%-$47.8K |
| GOLDMAN SACHS GROUP INC | $3.8M | 46,926 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.4M | 42,067 | 0.00% | 14q | -4.0%-$144.1K |
| SkyOak Wealth, LLC | $3.4M | 41,744 | 0.55% | 11q | HELD |
| NewEdge Advisors, LLC | $2.9M | 36,145 | 0.01% | 5q | -11.3%-$375.3K |
| Pine Valley Investments Ltd Liability Co | $2.6M | 31,966 | 0.10% | 13q | -7.6%-$214.6K |
| UBS Group AG | $2.6M | 31,844 | 0.00% | 19q | +1.7%+$42.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 21,999 | 0.00% | 7q | +17.5%+$265.9K |
| CPA Asset Management Group, LLC | $1.6M | 19,359 | 0.45% | 12q | -84.8%-$8.8M |
| Allen Capital Group, LLC | $1.4M | 17,355 | 0.11% | 14q | -7.7%-$117.7K |
| LPL Financial LLC | $900.8K | 11,080 | 0.00% | 6q | -1.9%-$17.6K |
| FSA Advisors, Inc. | $858.3K | 10,556 | 0.20% | new | NEW |
| Dominguez Wealth Management Solutions, Inc. | $673.4K | 8,282 | 0.37% | 15q | HELD |
| DAVENPORT & Co LLC | $667.1K | 8,206 | 0.00% | 8q | +17.7%+$100.4K |
| ORRSTOWN FINANCIAL SERVICES INC | $603.7K | 7,425 | 0.09% | 11q | HELD |
| EP Wealth Advisors, LLC | $577.2K | 7,100 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $565.0K | 6,950 | 0.01% | 2q | -8.6%-$52.8K |
| Cetera Investment Advisers | $368.4K | 4,531 | 0.00% | 4q | -6.5%-$25.6K |
| Peak Planning Group, LLC | $365.3K | 4,493 | 0.08% | 3q | HELD |
| Legacy Wealth Partners, LLC | $324.3K | 3,989 | 0.07% | 3q | +9.0%+$26.9K |
| SIGNATUREFD, LLC | $320.2K | 3,938 | 0.00% | 7q | HELD |
| Lloyd Advisory Services, LLC. | $263.8K | 3,245 | 0.10% | 3q | +556.9%+$223.7K |
| RAYMOND JAMES FINANCIAL INC | $251.6K | 3,095 | 0.00% | 5q | HELD |
| Investment Advisory Group, LLC | $235.8K | 2,900 | 0.05% | 8q | -6.5%-$16.3K |
| OneDigital Investment Advisors LLC | $212.7K | 2,616 | 0.00% | 3q | -24.5%-$68.9K |
| OSAIC HOLDINGS, INC. | $193.1K | 2,374 | 0.00% | new | NEW |
| StrongBox Wealth, LLC | $170.2K | 2,094 | 0.05% | new | NEW |
| CENTRAL TRUST Co | $143.8K | 1,769 | 0.00% | 21q | -7.8%-$12.2K |
| FAS Wealth Partners, Inc. | $106.9K | 1,315 | 0.01% | new | NEW |
| FMR LLC | $104.7K | 1,287 | 0.00% | 5q | +356.4%+$81.7K |
| MORGAN STANLEY | $99.5K | 1,224 | 0.00% | 8q | HELD |
| Kingdom Financial Group LLC. | $40.3K | 496 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $38.5K | 474 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $25.9K | 319 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $6.0K | 74 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $1.5K | 18 | 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 | 49 | $312.6M | 3,845,178 | 8 | 15 | 15 | 0.0% |
| Q1 2026 | 43 | $290.5M | 3,787,954 | 3 | 19 | 9 | 0.0% |
| Q4 2025 | 44 | $256.1M | 3,364,741 | 8 | 16 | 9 | 0.0% |
| Q3 2025 | 34 | $212.4M | 2,879,925 | 2 | 9 | 13 | 0.0% |
| Q2 2025 | 35 | $208.1M | 2,981,268 | 5 | 12 | 9 | 0.0% |
| Q1 2025 | 31 | $192.7M | 2,760,665 | 5 | 15 | 6 | 0.0% |
| Q4 2024 | 29 | $176.0M | 2,634,216 | 6 | 9 | 12 | 0.0% |
| Q3 2024 | 24 | $187.1M | 2,674,405 | 6 | 7 | 7 | 0.0% |
| Q2 2024 | 21 | $172.6M | 2,760,925 | 2 | 6 | 9 | 0.0% |
| Q1 2024 | 22 | $172.2M | 2,652,183 | 3 | 9 | 10 | 0.0% |
| Q4 2023 | 20 | $158.2M | 2,587,783 | 4 | 6 | 7 | 0.0% |
| Q3 2023 | 22 | $160.7M | 2,821,986 | 2 | 5 | 12 | 0.0% |
| Q2 2023 | 24 | $192.9M | 3,229,463 | 1 | 11 | 7 | 0.0% |
| Q1 2023 | 24 | $186.3M | 3,208,826 | 4 | 7 | 8 | 0.0% |
| Q4 2022 | 19 | $147.8M | 2,514,227 | 2 | 8 | 7 | 0.0% |
| Q3 2022 | 21 | $162.2M | 3,073,130 | 1 | 10 | 6 | 0.0% |
| Q2 2022 | 21 | $173.0M | 3,051,066 | 4 | 9 | 5 | 0.0% |
| Q1 2022 | 18 | $181.1M | 2,934,011 | 3 | 8 | 4 | 0.0% |
| Q4 2021 | 20 | $200.4M | 3,274,632 | 3 | 8 | 6 | 0.0% |
| Q3 2021 | 19 | $219.6M | 3,710,588 | 3 | 7 | 6 | 0.0% |
| Q2 2021 | 19 | $220.8M | 3,675,152 | 5 | 10 | 2 | 0.0% |
| Q1 2021 | 16 | $173.9M | 2,999,605 | 5 | 5 | 3 | 0.0% |
| Q4 2020 | 13 | $153.8M | 2,828,185 | 6 | 4 | 0 | 0.0% |
| Q3 2020 | 7 | $74.1M | 1,544,617 | 2 | 3 | 1 | 0.0% |
| Q2 2020 | 7 | $73.2M | 1,622,336 | 7 | 0 | 0 | 0.0% |