13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

AMERICAN CENTY ETF TR

55 institutions still hold AMERICAN CENTY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072174·55 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$450M
76.0% inst. owned
of float
Holders
55
+82 QoQ
filers reporting
Activity
+94 / −31
+759 added · −814 reduced
this quarter
Concentration
34.31%
Merit Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported AMERICAN CENTY ETF TR in Q1 2026. Merit Financial Group, LLC leads at 34.3% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Merit Financial Group, LLC
CIK 0001621225
$154M2.0M1.15%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$59M771K0.08%Q1 202603
Geometric Wealth Advisors
CIK 0001900576
$54M714K6.81%Q1 202604
Wealth Management Partners, LLC
CIK 0001843294
$29M381K8.29%Q1 202605
BWM Planning, LLC
CIK 0002039698
$29M379K7.61%Q1 202606
Duncan Williams Asset Management, LLC
CIK 0002011771
$24M314K6.63%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$16M216K0.02%Q1 202608
LPL Financial LLC
CIK 0001403438
$15M197K0.00%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M190K0.00%Q1 202610
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$11M149K4.67%Q1 202611
Cerity Partners LLC
CIK 0001566475
$11M145K0.02%Q1 202612
Peak Asset Management, LLC
CIK 0001632512
$10M125K1.68%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M68K0.01%Q1 202614
B&D White Capital Company, LLC
CIK 0001752523
$4M56K0.53%Q1 202615
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M47K0.16%Q1 202616
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M35K0.03%Q1 202617
Altus Wealth Group LLC
CIK 0001842572
$2M31K0.95%Q1 202618
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$2M21K0.00%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M21K0.00%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$2M20K0.01%Q1 2026
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