AMERICAN CENTY ETF TR (KORP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
87
Reporting holders
$751.5M
Reported value
0.0%
Held as options
+7
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 | $137.5M | 2,934,215 | 0.03% | 31q | +39.8%+$39.1M |
| PNC Financial Services Group, Inc. | $82.3M | 1,757,456 | 0.04% | 9q | +77.6%+$36.0M |
| MORGAN STANLEY | $71.3M | 1,521,596 | 0.00% | 25q | -5.2%-$3.9M |
| AMERICAN CENTURY COMPANIES INC | $55.5M | 1,185,557 | 0.02% | 31q | HELD |
| Atria Investments, Inc | $49.0M | 1,046,955 | 0.49% | 5q | +5.6%+$2.6M |
| Gallagher Fiduciary Advisors, LLC | $37.7M | 804,960 | 1.24% | 5q | +14.9%+$4.9M |
| LPL Financial LLC | $37.6M | 802,729 | 0.01% | 27q | -8.0%-$3.3M |
| AMERIPRISE FINANCIAL INC | $36.4M | 776,558 | 0.01% | 7q | -41.0%-$25.2M |
| WELLS FARGO & COMPANY/MN | $36.1M | 769,891 | 0.01% | 9q | -32.7%-$17.5M |
| Modern Wealth Management, LLC | $30.0M | 639,520 | 0.36% | new | NEW |
| UBS Group AG | $20.6M | 440,074 | 0.00% | 12q | +35.1%+$5.4M |
| RAYMOND JAMES FINANCIAL INC | $14.0M | 299,473 | 0.00% | 7q | +8.3%+$1.1M |
| ROYAL BANK OF CANADA | $12.8M | 272,209 | 0.00% | 30q | +5.4%+$649.7K |
| Private Advisor Group, LLC | $12.5M | 266,102 | 0.06% | 9q | +1.5%+$179.0K |
| Snowden Capital Advisors LLC | $10.8M | 231,529 | 0.26% | 3q | +4.1%+$431.0K |
| BANK OF AMERICA CORP /DE/ | $9.7M | 207,687 | 0.00% | 6q | +16.8%+$1.4M |
| Fifth Third Securities, Inc. | $8.7M | 185,522 | 0.50% | 7q | +11.0%+$863.7K |
| Kestra Advisory Services, LLC | $7.8M | 166,662 | 0.03% | 11q | +10.4%+$736.4K |
| OSAIC HOLDINGS, INC. | $7.3M | 156,736 | 0.01% | 26q | +7.2%+$490.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.2M | 155,964 | 0.01% | 8q | +1.3%+$95.7K |
| J.W. COLE ADVISORS, INC. | $6.7M | 142,098 | 0.11% | 5q | +98.5%+$3.3M |
| Dakota Wealth Management | $5.6M | 119,887 | 0.11% | 3q | +2.0%+$110.8K |
| D.A. DAVIDSON & CO. | $4.4M | 94,697 | 0.02% | 11q | -1.0%-$44.7K |
| VICTORY FINANCIAL GROUP, LLC | $3.9M | 82,332 | 0.40% | 2q | +20.2%+$648.7K |
| Networth Advisors, LLC | $3.6M | 76,787 | 2.09% | 3q | +13.4%+$425.0K |
| Pinnacle Financial Partners, Inc. | $2.6M | 56,005 | 0.02% | new | NEW |
| Flaharty Asset Management, LLC | $2.6M | 55,973 | 3.75% | 30q | -91.7%-$29.1M |
| OneDigital Investment Advisors LLC | $2.5M | 52,850 | 0.02% | 5q | +2.5%+$60.9K |
| Vestmark Advisory Solutions, Inc. | $2.4M | 50,989 | 0.02% | 2q | -13.0%-$358.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.4M | 50,989 | 0.04% | 2q | -13.0%-$358.2K |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 46,242 | 0.00% | 6q | +23.7%+$416.3K |
| STIFEL FINANCIAL CORP | $1.8M | 37,686 | 0.00% | 2q | +51.3%+$598.4K |
| TME FINANCIAL, INC. | $1.7M | 36,876 | 1.07% | 7q | +26.5%+$362.4K |
| Retirement Planning Group, LLC | $1.7M | 36,617 | 0.04% | 4q | -42.0%-$1.2M |
| CITADEL ADVISORS LLC | $1.7M | 35,999 | 0.00% | 2q | -56.5%-$2.2M |
| AE Wealth Management LLC | $1.5M | 32,849 | 0.01% | 7q | +16.6%+$218.8K |
| Rockefeller Capital Management L.P. | $1.4M | 30,258 | 0.00% | 4q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 26,000 | 0.01% | new | NEW |
| Allied Private Wealth LLC | $1.2M | 25,733 | 0.76% | new | FIRST |
| Southland Equity Partners LLC | $1.0M | 22,410 | 0.18% | 22q | -3.0%-$33.0K |
| Independent Advisor Alliance | $1.0M | 21,495 | 0.02% | 10q | -29.0%-$411.2K |
| Camarda Financial Advisors, LLC | $992.5K | 21,185 | 0.30% | 6q | +6.7%+$61.9K |
| Comprehensive Wealth Management, LLC | $967.5K | 20,651 | 0.44% | 5q | -69.2%-$2.2M |
| Merit Financial Group, LLC | $966.3K | 20,626 | 0.00% | 11q | +86.7%+$448.8K |
| PARTNERS WEALTH MANAGEMENT, LLC | $882.2K | 18,830 | 0.86% | 7q | -0.9%-$8.2K |
| Joseph P. Lucia & Associates, LLC | $881.0K | 18,804 | 0.26% | 7q | +16.0%+$121.4K |
| First Bank & Trust | $701.6K | 14,976 | 0.10% | 4q | +31.8%+$169.3K |
| Nova Wealth Management, Inc. | $696.2K | 14,861 | 0.38% | 5q | -39.2%-$448.2K |
| Western Wealth Management, LLC | $642.9K | 13,723 | 0.02% | 4q | -2.6%-$17.0K |
| Legacy Wealth Partners, LLC | $551.4K | 11,769 | 0.12% | 3q | +1.1%+$5.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $479.5K | 10,235 | 0.02% | 8q | -2.1%-$10.2K |
| Medallion Wealth Advisors, LLC | $455.6K | 9,725 | 0.14% | 3q | -9.3%-$46.8K |
| CALTON & ASSOCIATES, INC. | $431.8K | 9,216 | 0.06% | 6q | +18.6%+$67.7K |
| TRUIST FINANCIAL CORP | $398.2K | 8,500 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $348.4K | 7,436 | 0.00% | 5q | +16.7%+$49.8K |
| GOLDMAN SACHS GROUP INC | $345.1K | 7,367 | 0.00% | 2q | -76.2%-$1.1M |
| BENJAMIN EDWARDS INC | $309.9K | 6,614 | 0.00% | new | NEW |
| World Investment Advisors | $297.3K | 6,349 | 0.00% | 3q | -46.4%-$257.3K |
| IFP Advisors, Inc | $291.7K | 6,227 | 0.01% | 2q | +44.1%+$89.3K |
| Burford Brothers, Inc. | $284.1K | 6,065 | 0.10% | 2q | HELD |
| Investment Advisory Group, LLC | $243.6K | 5,200 | 0.05% | 19q | HELD |
| Advisory Services Network, LLC | $227.7K | 4,861 | 0.00% | 2q | HELD |
| Morey & Quinn Wealth Partners, LLC | $219.3K | 4,680 | 0.14% | 5q | -13.9%-$35.4K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $215.2K | 4,594 | 0.04% | 2q | +1.3%+$2.7K |
| Cetera Investment Advisers | $214.0K | 4,567 | 0.00% | new | NEW |
| CLIENT 1ST ADVISORY GROUP, LLC | $211.1K | 4,506 | 0.06% | 3q | HELD |
| OPPENHEIMER & CO INC | $207.8K | 4,435 | 0.00% | 2q | +2.1%+$4.2K |
| FIFTH THIRD BANCORP | $154.3K | 3,294 | 0.00% | 2q | +1.9%+$3.0K |
| Integrated Wealth Concepts LLC | $146.1K | 3,119 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $119.7K | 2,554 | 0.01% | 5q | -60.3%-$181.7K |
| Farther Finance Advisors, LLC | $107.9K | 2,303 | 0.00% | 3q | +39.6%+$30.6K |
| Westside Investment Management, Inc. | $88.5K | 1,890 | 0.01% | 7q | +8.6%+$7.0K |
| Steward Partners Investment Advisory, LLC | $79.6K | 1,700 | 0.00% | 3q | -56.7%-$104.2K |
| Lloyd Advisory Services, LLC. | $55.6K | 1,188 | 0.02% | 3q | +725.0%+$48.9K |
| Larson Financial Group LLC | $55.0K | 1,173 | 0.00% | 6q | +1.2% |
| MERCER GLOBAL ADVISORS INC /ADV | $51.5K | 1,100 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $28.6K | 610 | 0.00% | 16q | HELD |
| HARBOUR INVESTMENTS, INC. | $26.3K | 562 | 0.00% | 6q | HELD |
| Basepoint Wealth LLC | $19.7K | 421 | 0.01% | 3q | +1.2% |
| Aptus Capital Advisors, LLC | $17.9K | 382 | 0.00% | 8q | HELD |
| Cape Investment Advisory, Inc. | $14.1K | 300 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $11.7K | 250 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $9.7K | 207 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $6.8K | 145 | 0.00% | 3q | +0.7% |
| Quest 10 Wealth Builders, Inc. | $5.6K | 119 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 34,808 | 0.00% | 14q | +144.9% |
| ASSETMARK, INC | $937 | 20 | 0.00% | 2q | -42.9% |
| Arax Advisory Partners | $937 | 20 | 0.00% | new | NEW |
| Capital Analysts, LLC | $496 | 10,594 | 0.01% | 6q | +1.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $284 | 6,083 | 0.01% | 8q | HELD |
| Janney Montgomery Scott LLC | $266 | 5,686 | 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 | 87 | $751.5M | 16,043,526 | 12 | 40 | 24 | 0.0% |
| Q1 2026 | 80 | $716.6M | 15,374,936 | 15 | 39 | 17 | 0.0% |
| Q4 2025 | 74 | $559.2M | 11,906,317 | 13 | 36 | 11 | 0.0% |
| Q3 2025 | 67 | $715.8M | 14,191,240 | 8 | 32 | 14 | 0.0% |
| Q2 2025 | 63 | $492.6M | 10,466,915 | 14 | 29 | 9 | 0.0% |
| Q1 2025 | 51 | $317.8M | 6,799,788 | 11 | 20 | 7 | 0.0% |
| Q4 2024 | 49 | $301.2M | 6,554,002 | 7 | 18 | 13 | 0.0% |
| Q3 2024 | 43 | $266.1M | 5,507,804 | 10 | 19 | 4 | 0.0% |
| Q2 2024 | 35 | $217.6M | 4,727,934 | 6 | 14 | 9 | 0.0% |
| Q1 2024 | 33 | $254.5M | 5,504,890 | 1 | 14 | 9 | 0.0% |
| Q4 2023 | 34 | $236.2M | 5,076,763 | 10 | 10 | 6 | 0.0% |
| Q3 2023 | 24 | $187.1M | 4,204,546 | 4 | 8 | 6 | 0.0% |
| Q2 2023 | 22 | $179.0M | 3,923,420 | 2 | 11 | 5 | 0.0% |
| Q1 2023 | 22 | $184.0M | 3,968,100 | 2 | 11 | 6 | 0.0% |
| Q4 2022 | 21 | $167.8M | 3,702,541 | 2 | 11 | 3 | 0.0% |
| Q3 2022 | 29 | $130.8M | 2,929,997 | 2 | 7 | 13 | 0.0% |
| Q2 2022 | 27 | $135.8M | 2,921,455 | 4 | 6 | 13 | 0.0% |
| Q1 2022 | 28 | $139.9M | 2,869,104 | 4 | 11 | 6 | 0.0% |
| Q4 2021 | 26 | $142.5M | 2,751,183 | 2 | 11 | 4 | 0.0% |
| Q3 2021 | 23 | $129.0M | 2,462,842 | 2 | 9 | 9 | 0.0% |
| Q2 2021 | 23 | $129.7M | 2,467,816 | 3 | 10 | 5 | 0.0% |
| Q1 2021 | 21 | $125.6M | 2,427,485 | 5 | 8 | 3 | 0.0% |
| Q4 2020 | 20 | $115.5M | 2,176,156 | 1 | 10 | 5 | 0.0% |
| Q3 2020 | 21 | $115.0M | 2,185,601 | 4 | 10 | 4 | 0.0% |
| Q2 2020 | 18 | $104.5M | 2,000,241 | 3 | 6 | 6 | 0.0% |
| Q1 2020 | 18 | $93.1M | 1,914,768 | 2 | 7 | 4 | 0.0% |
| Q4 2019 | 23 | $99.7M | 1,944,293 | 11 | 5 | 3 | 0.0% |
| Q3 2019 | 12 | $60.2M | 1,173,148 | 6 | 4 | 1 | 0.0% |
| Q2 2019 | 7 | $60.9M | 1,196,243 | 0 | 6 | 0 | 0.0% |
| Q1 2019 | 9 | $36.2M | 726,692 | 4 | 1 | 3 | 0.0% |
| Q4 2018 | 5 | $32.8M | 681,029 | 0 | 0 | 0 | 0.0% |