AMERICAN CENTY ETF TR (MID)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
24
Reporting holders
$80.5M
Reported value
0.0%
Held as options
+2
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 | $62.9M | 914,825 | 0.01% | 22q | +8.4%+$4.9M |
| Sunpointe, LLC | $4.9M | 71,496 | 1.40% | 8q | HELD |
| Impact Investors, Inc | $3.4M | 48,966 | 2.46% | 7q | -1.0%-$35.1K |
| MML INVESTORS SERVICES, LLC | $2.8M | 40,654 | 0.01% | 11q | +12.2%+$303.1K |
| Peak Planning Group, LLC | $2.2M | 31,538 | 0.49% | 3q | +6.0%+$122.6K |
| LPL Financial LLC | $1.1M | 15,754 | 0.00% | 6q | HELD |
| TRUIST FINANCIAL CORP | $567.9K | 8,260 | 0.00% | 5q | +21.5%+$100.4K |
| Orion Porfolio Solutions, LLC | $550.6K | 8,009 | 0.00% | 22q | +49.9%+$183.4K |
| OSAIC HOLDINGS, INC. | $490.7K | 7,138 | 0.00% | 7q | +9.8%+$43.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $276.9K | 4,027 | 0.00% | 9q | -1.7%-$4.7K |
| RIDGECREST WEALTH PARTNERS, LLC | $275.0K | 4,000 | 0.13% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274.4K | 3,991 | 0.00% | new | NEW |
| MORGAN STANLEY | $267.2K | 3,886 | 0.00% | 7q | +162.4%+$165.4K |
| Cetera Investment Advisers | $252.2K | 3,669 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $112.0K | 1,629 | 0.00% | 8q | +0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $95.8K | 1,394 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $69.0K | 1,017 | 0.00% | 2q | +276.7%+$50.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $19.6K | 285 | 0.00% | 4q | HELD |
| UBS Group AG | $17.9K | 260 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $15.3K | 223 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $5.0K | 72 | 0.00% | new | NEW |
| FMR LLC | $1.0K | 15 | 0.00% | 5q | HELD |
| Institute for Wealth Management, LLC. | $691 | 10 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $604 | 8,786 | 0.00% | 4q | +87.3% |
| NATURAL INVESTMENTS, LLC | $226 | 3,292 | 0.05% | new | NEW |
| IFP Advisors, Inc | $206 | 3 | 0.00% | 7q | 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 | 24 | $80.5M | 1,171,121 | 6 | 9 | 2 | 0.0% |
| Q1 2026 | 22 | $66.8M | 1,093,355 | 3 | 7 | 4 | 0.0% |
| Q4 2025 | 22 | $77.6M | 1,190,486 | 4 | 8 | 3 | 0.0% |
| Q3 2025 | 19 | $66.5M | 1,000,805 | 3 | 5 | 5 | 0.0% |
| Q2 2025 | 17 | $69.9M | 1,058,232 | 4 | 4 | 4 | 0.0% |
| Q1 2025 | 14 | $52.7M | 929,791 | 2 | 3 | 5 | 0.0% |
| Q4 2024 | 14 | $58.3M | 967,215 | 5 | 5 | 1 | 0.0% |
| Q3 2024 | 9 | $54.9M | 894,633 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 9 | $52.8M | 925,927 | 3 | 3 | 2 | 0.0% |
| Q1 2024 | 7 | $50.9M | 880,543 | 1 | 3 | 3 | 0.0% |
| Q4 2023 | 9 | $41.0M | 811,304 | 3 | 4 | 0 | 0.0% |
| Q3 2023 | 7 | $33.0M | 739,048 | 0 | 1 | 4 | 0.0% |
| Q2 2023 | 8 | $32.9M | 693,680 | 2 | 3 | 2 | 0.0% |
| Q1 2023 | 6 | $27.2M | 597,772 | 3 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $19.6M | 473,979 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 4 | $16.2M | 404,078 | 0 | 2 | 1 | 0.0% |
| Q2 2022 | 4 | $14.9M | 378,416 | 0 | 2 | 1 | 0.0% |
| Q1 2022 | 7 | $17.4M | 348,691 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $17.3M | 303,747 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 4 | $14.2M | 250,079 | 0 | 2 | 1 | 0.0% |
| Q2 2021 | 6 | $13.1M | 245,357 | 1 | 3 | 0 | 0.0% |
| Q1 2021 | 5 | $9.3M | 195,513 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $6.5M | 125,693 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 3 | $6.0M | 139,977 | 3 | 0 | 0 | 0.0% |