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

AMERICAN CENTY ETF TR

88 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 025072109·88 13F holders·last filed Mar 31, 2026
Market cap
9.2%
vs prior quarter
13F value held
$579M
64.0% inst. owned
of float
Holders
88
+138 QoQ
filers reporting
Activity
+19 / −25
+1,023 added · −833 reduced
this quarter
Concentration
16.91%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported KORP in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.9% of the visible book. +138 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$98M2.1M0.03%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$75M1.6M0.00%Q1 2026
03
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$55M1.2M0.03%Q1 2026
04
Atria Investments, Inc
CIK 0001535865
$46M992K0.52%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$41M873K0.01%Q1 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$37M790K0.02%Q4 2025
07
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$33M701K1.27%Q1 2026
08
Flaharty Asset Management, LLC
CIK 0001697882
$32M677K3.91%Q1 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M658K0.01%Q1 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M572K0.01%Q1 2026
11
UBS Group AG
CIK 0001610520
$15M326K0.00%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M276K0.00%Q1 2026
13
Private Advisor Group, LLC
CIK 0001567755
$12M262K0.06%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$12M258K0.00%Q1 2026
15
Cooper Capital Advisors LLC
CIK 0001957878
$12M255K8.32%Q1 2026
16
Snowden Capital Advisors LLC
CIK 0001903055
$10M222K0.28%Q1 2026
17
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M178K0.00%Q1 2026
18
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$8M167K0.50%Q1 2026
19
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M154K0.01%Q1 2026
20
Kestra Advisory Services, LLC
CIK 0001830819
$7M151K0.03%Q1 2026
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