AMERICAN CENTY ETF TR (MUSI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
28
Reporting holders
$211.5M
Reported value
0.0%
Held as options
-1
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 | $131.7M | 3,012,145 | 0.06% | 20q | +15.0%+$17.2M |
| CONDOR CAPITAL MANAGEMENT | $19.2M | 438,656 | 1.44% | 11q | +4.0%+$746.6K |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 282,176 | 0.00% | 16q | +1.6%+$196.0K |
| AMERIPRISE FINANCIAL INC | $12.3M | 282,180 | 0.00% | 3q | +24.3%+$2.4M |
| LPL Financial LLC | $10.0M | 229,750 | 0.00% | 17q | +7.7%+$716.7K |
| RAYMOND JAMES FINANCIAL INC | $8.0M | 181,998 | 0.00% | 7q | +14.1%+$983.3K |
| Gerald Baker Financial Group LLC | $4.4M | 101,710 | 1.27% | 2q | +19.8%+$735.9K |
| GOLDMAN SACHS GROUP INC | $4.4M | 99,642 | 0.00% | 4q | -0.6%-$24.8K |
| Orion Porfolio Solutions, LLC | $2.9M | 65,570 | 0.02% | 20q | -9.5%-$302.1K |
| Fortis Group Advisors, LLC | $1.3M | 29,457 | 0.21% | 8q | -15.0%-$227.8K |
| OSAIC HOLDINGS, INC. | $1.1M | 25,138 | 0.00% | 17q | +254.7%+$789.3K |
| Ameritas Advisory Services, LLC | $865.6K | 19,795 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $712.1K | 16,241 | 0.00% | 5q | +11.4%+$73.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $668.0K | 15,274 | 0.00% | 15q | -12.0%-$90.7K |
| Goldstein Advisors, LLC | $353.5K | 8,083 | 0.03% | 15q | HELD |
| BENJAMIN EDWARDS INC | $341.6K | 7,813 | 0.00% | 8q | +2.2%+$7.5K |
| Slagle Financial, LLC | $275.2K | 6,294 | 0.08% | 13q | +2.1%+$5.6K |
| Kestra Advisory Services, LLC | $272.5K | 6,232 | 0.00% | 9q | +1.2%+$3.3K |
| JM2 Capital Inc. | $209.4K | 4,788 | 0.14% | 3q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $32.7K | 748 | 0.01% | 7q | HELD |
| JPMORGAN CHASE & CO | $32.6K | 743 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $30.1K | 688 | 0.00% | 9q | HELD |
| Oakmont Advisory Group, LLC | $26.6K | 608 | 0.02% | new | NEW |
| Geneos Wealth Management Inc. | $8.9K | 204 | 0.00% | 8q | +27.5%+$1.9K |
| MORGAN STANLEY | $8.8K | 201 | 0.00% | 6q | HELD |
| FAS Wealth Partners, Inc. | $7.1K | 163 | 0.00% | 2q | -18.5%-$1.6K |
| UBS Group AG | $4.8K | 110 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $700 | 16 | 0.00% | 12q | HELD |
| Thrivent Financial for Lutherans | $388 | 8,868 | 0.00% | 4q | +60.4% |
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 | 28 | $211.5M | 4,836,423 | 3 | 13 | 5 | 0.0% |
| Q1 2026 | 29 | $188.8M | 4,322,994 | 4 | 12 | 8 | 0.0% |
| Q4 2025 | 27 | $166.0M | 3,759,419 | 3 | 13 | 7 | 0.0% |
| Q3 2025 | 25 | $145.6M | 3,277,474 | 2 | 7 | 11 | 0.0% |
| Q2 2025 | 26 | $153.1M | 3,472,705 | 4 | 5 | 12 | 0.0% |
| Q1 2025 | 26 | $220.7M | 5,054,497 | 4 | 13 | 4 | 0.0% |
| Q4 2024 | 25 | $191.9M | 4,443,195 | 1 | 11 | 6 | 0.0% |
| Q3 2024 | 28 | $197.2M | 4,412,817 | 7 | 10 | 5 | 0.0% |
| Q2 2024 | 24 | $194.1M | 4,509,779 | 8 | 7 | 6 | 0.0% |
| Q1 2024 | 18 | $207.8M | 4,787,758 | 3 | 6 | 6 | 0.0% |
| Q4 2023 | 22 | $208.1M | 4,811,282 | 7 | 7 | 5 | 0.0% |
| Q3 2023 | 18 | $169.7M | 4,061,381 | 4 | 5 | 7 | 0.0% |
| Q2 2023 | 17 | $201.7M | 4,710,557 | 4 | 7 | 1 | 0.0% |
| Q1 2023 | 17 | $168.1M | 3,847,758 | 3 | 6 | 4 | 0.0% |
| Q4 2022 | 15 | $140.0M | 3,272,699 | 5 | 5 | 1 | 0.0% |
| Q3 2022 | 10 | $104.0M | 2,451,772 | 2 | 1 | 4 | 0.0% |
| Q2 2022 | 10 | $109.4M | 2,491,340 | 4 | 3 | 1 | 0.0% |
| Q1 2022 | 7 | $113.6M | 2,439,013 | 1 | 3 | 1 | 0.0% |
| Q4 2021 | 9 | $115.1M | 2,322,624 | 4 | 2 | 2 | 0.0% |
| Q3 2021 | 4 | $93.1M | 1,856,894 | 4 | 0 | 0 | 0.0% |