13F Insight
DOSSIER · 13F Holders · Q2 2026

AMERICAN CENTY ETF TR

61 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072174·61 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$533M
visible holders
Holders
61
filers reporting
Concentration
33.31%
Merit Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

61 institutions reported AMERICAN CENTY ETF TR in Q2 2026. Merit Financial Group, LLC leads at 33.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Merit Financial Group, LLC
CIK 0001621225
$178M2.2M1.08%Q2 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$68M823K0.09%Q2 202603
Geometric Wealth Advisors
CIK 0001900576
$61M737K6.57%Q2 202604
BWM Planning, LLC
CIK 0002039698
$33M407K7.77%Q2 202605
Wealth Management Partners, LLC
CIK 0001843294
$32M384K7.45%Q2 202606
Duncan Williams Asset Management, LLC
CIK 0002011771
$30M361K6.71%Q2 202607
LPL Financial LLC
CIK 0001403438
$18M224K0.00%Q2 202608
Acumen Wealth Advisors, LLC
CIK 0001939202
$16M197K3.44%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$16M192K0.02%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M161K0.00%Q2 202611
Cerity Partners LLC
CIK 0001566475
$13M157K0.02%Q2 202612
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$13M154K4.77%Q2 202613
Peak Asset Management, LLC
CIK 0001632512
$11M130K1.57%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M70K0.01%Q2 202615
TrustWell Financial Advisors, LLC
CIK 0002133429
$5M67K4.66%Q2 202616
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$5M64K0.00%Q2 202617
THOROUGHBRED FINANCIAL SERVICES, LLC
CIK 0001091370
$5M61K0.28%Q1 202618
B&D White Capital Company, LLC
CIK 0001752523
$4M52K0.43%Q2 202619
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M47K0.15%Q2 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M33K0.03%Q2 2026
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