13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FLV

AMERICAN CENTY ETF TR

46 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 025072794·46 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.3%
vs prior quarter
13F value held
$278M
51.0% inst. owned
of float
Holders
46
+91 QoQ
filers reporting
Activity
+75 / −37
+848 added · −748 reduced
this quarter
Concentration
32.94%
AMERICAN CENTURY COMPANIES INC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported FLV in Q1 2026. AMERICAN CENTURY COMPANIES INC leads at 32.9% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$92M1.2M0.05%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M644K0.01%Q1 202603
Creative Planning
CIK 0001540235
$40M526K0.03%Q1 202604
Koenig Investment Advisory, LLC
CIK 0002114481
$16M205K13.34%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M128K0.00%Q1 202606
CPA Asset Management Group, LLC
CIK 0001963967
$10M127K3.27%Q1 202607
Midwestern Financial, LLC /IA
CIK 0002083276
$9M123K7.43%Q1 202608
Networth Advisors, LLC
CIK 0002099019
$8M100K5.43%Q1 202609
Bedel Financial Consulting, Inc.
CIK 0001730511
$7M88K0.76%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M66K0.01%Q1 202611
AE Wealth Management LLC
CIK 0001697723
$5M60K0.03%Q1 202612
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M54K0.25%Q1 202613
Sunpointe, LLC
CIK 0002012181
$4M50K1.25%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M49K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M44K0.00%Q1 202616
SkyOak Wealth, LLC
CIK 0001800379
$3M42K0.59%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$3M41K0.01%Q1 202618
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$2M32K0.11%Q1 202619
UBS Group AG
CIK 0001610520
$2M31K0.00%Q1 202620
Allen Capital Group, LLC
CIK 0001601384
$1M19K0.13%Q1 2026
Page 1 of 3
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