AMERICAN CENTY ETF TR (QGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
178
Reporting holders
$1.7B
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $255.2M | 2,161,862 | 0.06% | 23q | -15.8%-$47.8M |
| Larson Financial Group LLC | $135.3M | 1,146,521 | 3.55% | 9q | +21.1%+$23.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $122.6M | 1,038,201 | 1.94% | 13q | -5.6%-$7.3M |
| RAYMOND JAMES FINANCIAL INC | $108.7M | 921,171 | 0.03% | 7q | -10.8%-$13.1M |
| AMERICAN CENTURY COMPANIES INC | $93.1M | 788,535 | 0.04% | 31q | -8.9%-$9.1M |
| Modern Wealth Management, LLC | $72.9M | 592,369 | 0.87% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $60.8M | 515,194 | 0.01% | 31q | +3.4%+$2.0M |
| BANK OF AMERICA CORP /DE/ | $54.3M | 460,123 | 0.00% | 23q | +3.8%+$2.0M |
| OSAIC HOLDINGS, INC. | $43.7M | 370,266 | 0.05% | 23q | +0.6%+$257.2K |
| Next Level Private LLC | $43.7M | 370,112 | 8.56% | 6q | +4.6%+$1.9M |
| Procyon Advisors, LLC | $42.8M | 362,355 | 1.85% | 14q | +5.7%+$2.3M |
| Intrua Financial, LLC | $37.4M | 316,840 | 3.43% | 9q | +1.0%+$368.3K |
| Pinnacle Financial Partners, Inc. | $36.6M | 310,201 | 0.25% | 3q | +6.9%+$2.4M |
| Sherrill & Hutchins Financial Advisory, Inc | $36.1M | 305,614 | 17.25% | 2q | +14.1%+$4.5M |
| NewEdge Advisors, LLC | $35.5M | 300,483 | 0.11% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.3M | 281,976 | 0.04% | 28q | +6.2%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.6M | 251,142 | 0.02% | 23q | -69.9%-$68.9M |
| Equitable Holdings, Inc. | $24.9M | 211,320 | 0.15% | 23q | +28.4%+$5.5M |
| WELLS FARGO & COMPANY/MN | $21.4M | 181,655 | 0.00% | 11q | -49.2%-$20.8M |
| TWO SIGMA INVESTMENTS, LP | $19.4M | 164,700 | 0.01% | 5q | +1.4%+$259.7K |
| Private Advisor Group, LLC | $18.0M | 152,551 | 0.08% | 22q | -15.2%-$3.2M |
| UBS Group AG | $15.8M | 133,596 | 0.00% | 22q | +2.8%+$435.6K |
| IAM Advisory, LLC | $15.7M | 132,680 | 3.05% | 20q | -1.5%-$231.4K |
| Wilkerson Advisory Group LLC | $13.7M | 116,467 | 4.22% | 3q | +4.7%+$619.9K |
| Pathway Financial Advisors LLC | $13.7M | 117,502 | 1.59% | 20q | -1.4%-$193.9K |
| Golden State Wealth Management, LLC | $11.9M | 101,086 | 1.09% | 6q | -25.8%-$4.2M |
| STIFEL FINANCIAL CORP | $11.6M | 98,503 | 0.01% | 18q | +8.0%+$859.8K |
| MB, LEVIS & ASSOCIATES, LLC | $10.6M | 89,650 | 3.90% | 14q | +1.8%+$190.6K |
| Stratos Wealth Advisors, LLC | $10.4M | 88,355 | 0.57% | 17q | HELD |
| MFA Wealth Services | $10.1M | 85,282 | 6.01% | 7q | +2.3%+$224.9K |
| Ruggaard & Associates LLC | $9.9M | 84,069 | 3.56% | 14q | +3.7%+$357.8K |
| Capital Investment Advisors, LLC | $9.7M | 82,295 | 0.13% | 11q | -17.0%-$2.0M |
| Networth Advisors, LLC | $9.4M | 80,045 | 5.49% | 3q | +4.3%+$388.6K |
| Cetera Investment Advisers | $8.9M | 75,304 | 0.01% | 10q | +251.0%+$6.4M |
| Ameritas Advisory Services, LLC | $7.9M | 66,618 | 0.16% | 14q | +210.3%+$5.3M |
| Rockefeller Capital Management L.P. | $7.5M | 63,388 | 0.01% | 8q | +3.8%+$276.1K |
| Clarity Asset Management, Inc. | $7.3M | 61,799 | 3.58% | 2q | +3.3%+$236.2K |
| Arkadios Wealth Advisors | $7.3M | 61,656 | 0.11% | 8q | -41.9%-$5.3M |
| Weil Company, Inc. | $6.9M | 58,727 | 1.22% | 5q | +5.8%+$377.6K |
| Parcion Private Wealth LLC | $6.9M | 58,509 | 0.38% | 13q | +3.1%+$209.4K |
| ROYAL BANK OF CANADA | $6.7M | 56,564 | 0.00% | 28q | -36.1%-$3.8M |
| AE Wealth Management LLC | $6.6M | 55,718 | 0.03% | 7q | +17.5%+$977.6K |
| Petros Family Wealth, LLC | $5.5M | 46,461 | 3.35% | 7q | +5.4%+$279.8K |
| Integrated Wealth Concepts LLC | $4.9M | 41,882 | 0.02% | 12q | +47.4%+$1.6M |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.7M | 40,224 | 0.18% | 15q | -0.6%-$29.4K |
| WIN ADVISORS, INC | $4.5M | 37,868 | 1.59% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $4.4M | 37,040 | 0.09% | 6q | +81.2%+$2.0M |
| Key Financial Inc | $4.4M | 36,956 | 0.71% | 14q | +27.9%+$950.4K |
| CITADEL ADVISORS LLC | $4.3M | 34,467 | 0.00% | 2q | +718.3%+$3.8M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.2M | 35,798 | 0.05% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $4.1M | 34,586 | 0.02% | 6q | +7.4%+$280.0K |
| Trilogy Capital Inc. | $3.9M | 33,184 | 0.15% | 2q | +67.1%+$1.6M |
| Cresset Asset Management, LLC | $3.8M | 32,244 | 0.01% | 9q | -1.4%-$54.4K |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 32,204 | 0.01% | 16q | +0.6%+$21.6K |
| HighTower Advisors, LLC | $3.7M | 31,325 | 0.00% | 9q | +128.7%+$2.1M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.7M | 31,172 | 0.19% | 5q | -1.4%-$52.3K |
| IHT Wealth Management, LLC | $3.4M | 28,812 | 0.07% | 23q | -0.7%-$22.4K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.2M | 26,889 | 0.47% | 12q | +68.0%+$1.3M |
| Cyndeo Wealth Partners, LLC | $3.2M | 26,849 | 0.15% | 11q | -1.0%-$31.2K |
| LANE BROTHERS & CO INC | $3.1M | 25,949 | 2.00% | 3q | -60.7%-$4.7M |
| Bedel Financial Consulting, Inc. | $3.0M | 25,275 | 0.28% | 16q | HELD |
| Fourth Dimension Wealth, LLC | $2.8M | 23,732 | 0.89% | 7q | +12.2%+$305.2K |
| MML INVESTORS SERVICES, LLC | $2.7M | 22,999 | 0.01% | 13q | +12.3%+$297.7K |
| MSH Capital Advisors LLC | $2.5M | 20,853 | 0.43% | 3q | +246.3%+$1.8M |
| WT Wealth Management | $2.4M | 20,718 | 0.68% | 6q | +35.6%+$641.5K |
| BLUEDOOR PRIVATE WEALTH, LLC | $2.3M | 19,121 | 0.95% | 3q | -2.3%-$53.6K |
| PCG Wealth Advisors, LLC | $2.2M | 18,255 | 0.48% | 4q | -46.1%-$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 17,986 | 0.00% | 4q | +346.1%+$1.6M |
| NewEdge Wealth, LLC | $2.0M | 16,780 | 0.02% | 11q | +15.1%+$259.7K |
| Beacon Financial Advisory LLC | $2.0M | 16,756 | 0.39% | 10q | -1.2%-$24.4K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 17,243 | 0.00% | 5q | +44.8%+$611.9K |
| MONEYWISE, INC. | $2.0M | 16,553 | 0.73% | 14q | -5.4%-$110.8K |
| Hilton Head Capital Partners, LLC | $1.9M | 16,318 | 0.97% | new | NEW |
| IFP Advisors, Inc | $1.8M | 15,563 | 0.03% | 14q | -74.8%-$5.4M |
| &PARTNERS | $1.8M | 15,469 | 0.01% | 2q | +4.2%+$74.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 15,268 | 0.00% | 7q | +75.0%+$772.2K |
| COZAD ASSET MANAGEMENT INC | $1.8M | 15,237 | 0.12% | 9q | -10.8%-$217.2K |
| KWB Wealth | $1.8M | 15,017 | 0.15% | 15q | +5.7%+$96.1K |
| Geneos Wealth Management Inc. | $1.7M | 14,403 | 0.03% | 11q | +9.9%+$153.8K |
| WCG Wealth Advisors LLC | $1.7M | 14,150 | 0.04% | 12q | HELD |
| Flaharty Asset Management, LLC | $1.7M | 14,154 | 2.37% | 3q | -90.6%-$16.0M |
| Gallagher Fiduciary Advisors, LLC | $1.5M | 13,061 | 0.05% | 5q | +10.7%+$149.1K |
| Atria Investments, Inc | $1.5M | 12,793 | 0.02% | 9q | +11.0%+$149.2K |
| Gladstone Institutional Advisory LLC | $1.5M | 12,524 | 0.05% | 2q | +22.5%+$272.0K |
| Nova Wealth Management, Inc. | $1.4M | 11,506 | 0.75% | 6q | -69.5%-$3.1M |
| Indivisible Partners | $1.2M | 10,098 | 0.07% | 3q | +6.1%+$68.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.2M | 9,828 | 0.01% | 5q | +14.3%+$145.4K |
| Freestate Advisors LLC | $1.1M | 9,610 | 0.85% | 8q | HELD |
| OPPENHEIMER & CO INC | $1.1M | 8,933 | 0.01% | 2q | +2.3%+$23.5K |
| Unified Investment Management | $1.0M | 8,772 | 0.95% | 7q | HELD |
| J. M. Brown & Associates Inc. | $972.7K | 8,240 | 0.56% | new | FIRST |
| Kestra Advisory Services, LLC | $877.4K | 7,432 | 0.00% | 10q | -10.8%-$106.2K |
| Sunpointe, LLC | $850.7K | 7,206 | 0.24% | 7q | HELD |
| MARSHALL WACE, LLP | $781.1K | 6,617 | 0.00% | new | NEW |
| SFG Wealth Management, LLC. | $736.9K | 6,242 | 0.27% | 3q | +184.6%+$478.0K |
| FSA Advisors, Inc. | $735.6K | 6,232 | 0.17% | new | NEW |
| Brio Consultants, LLC | $663.8K | 5,623 | 0.08% | 5q | -0.8%-$5.2K |
| BlueChip Wealth Advisors LLC | $613.7K | 5,199 | 0.23% | 11q | -19.2%-$145.6K |
| Qube Research & Technologies Ltd | $603.0K | 5,108 | 0.00% | 4q | +1842.2%+$572.0K |
| Capital Squared Financial LLC | $599.6K | 5,079 | 0.39% | 5q | -11.8%-$80.0K |
Showing the largest 100 of 184 reported holders.
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 | 178 | $1.7B | 14,263,503 | 20 | 67 | 55 | 0.0% |
| Q1 2026 | 182 | $1.6B | 15,247,488 | 23 | 73 | 54 | 0.0% |
| Q4 2025 | 177 | $1.7B | 15,247,948 | 16 | 76 | 44 | 0.0% |
| Q3 2025 | 154 | $1.5B | 13,412,748 | 13 | 75 | 35 | 0.0% |
| Q2 2025 | 159 | $1.4B | 13,230,759 | 35 | 77 | 29 | 0.0% |
| Q1 2025 | 129 | $940.9M | 10,043,138 | 28 | 52 | 35 | 0.0% |
| Q4 2024 | 115 | $943.0M | 9,455,790 | 17 | 41 | 34 | 0.0% |
| Q3 2024 | 101 | $742.8M | 8,160,344 | 12 | 39 | 34 | 0.0% |
| Q2 2024 | 94 | $715.8M | 8,327,436 | 15 | 31 | 32 | 0.0% |
| Q1 2024 | 88 | $794.6M | 9,366,034 | 20 | 33 | 26 | 0.0% |
| Q4 2023 | 71 | $691.4M | 9,086,468 | 10 | 29 | 17 | 0.0% |
| Q3 2023 | 65 | $577.6M | 8,570,939 | 9 | 32 | 10 | 0.0% |
| Q2 2023 | 59 | $510.2M | 7,383,649 | 8 | 31 | 10 | 0.0% |
| Q1 2023 | 52 | $298.4M | 4,648,762 | 11 | 23 | 7 | 0.0% |
| Q4 2022 | 40 | $222.7M | 3,878,457 | 10 | 15 | 9 | 0.0% |
| Q3 2022 | 39 | $207.2M | 3,767,446 | 8 | 16 | 7 | 0.0% |
| Q2 2022 | 37 | $181.6M | 3,258,866 | 6 | 11 | 11 | 0.0% |
| Q1 2022 | 35 | $210.7M | 3,102,953 | 7 | 14 | 6 | 0.0% |
| Q4 2021 | 31 | $215.7M | 2,820,348 | 3 | 13 | 8 | 0.0% |
| Q3 2021 | 27 | $205.5M | 2,898,135 | 3 | 9 | 7 | 0.0% |
| Q2 2021 | 26 | $203.6M | 2,905,622 | 2 | 13 | 7 | 0.0% |
| Q1 2021 | 29 | $222.7M | 3,457,674 | 10 | 11 | 6 | 0.0% |
| Q4 2020 | 23 | $214.0M | 3,454,368 | 8 | 5 | 8 | 0.0% |
| Q3 2020 | 15 | $191.1M | 3,505,631 | 1 | 6 | 5 | 0.0% |
| Q2 2020 | 18 | $180.6M | 3,678,028 | 5 | 6 | 5 | 0.0% |
| Q1 2020 | 14 | $125.4M | 3,354,917 | 1 | 7 | 5 | 0.0% |
| Q4 2019 | 13 | $149.2M | 3,316,334 | 5 | 7 | 1 | 0.0% |
| Q3 2019 | 8 | $22.4M | 548,262 | 4 | 3 | 0 | 0.0% |
| Q2 2019 | 6 | $17.5M | 424,530 | 1 | 3 | 1 | 0.0% |
| Q1 2019 | 5 | $13.9M | 347,446 | 2 | 1 | 0 | 0.0% |
| Q4 2018 | 5 | $9.5M | 284,105 | 0 | 0 | 0 | 0.0% |