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

AMERICAN CENTY ETF TR

114 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 025072505·114 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.1%
vs prior quarter
13F value held
$386M
74.0% inst. owned
of float
Holders
114
+19 QoQ
filers reporting
Activity
+30 / −27
+914 added · −920 reduced
this quarter
Concentration
29.85%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

114 institutions reported TAXF in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 29.8% of the visible book. +19 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
$115M2.3M0.03%Q1 202602
CWM, LLC
CIK 0001535847
$78M1.6M0.20%Q1 202603
LPL Financial LLC
CIK 0001403438
$33M654K0.01%Q1 202604
Goldstein Advisors, LLC
CIK 0001963807
$21M421K2.34%Q1 202605
MORGAN STANLEY
CIK 0000895421
$19M385K0.00%Q1 202606
Prime Capital Investment Advisors, LLC
CIK 0001731446
$17M339K0.20%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M274K0.00%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M257K0.00%Q1 202609
Private Advisor Group, LLC
CIK 0001567755
$10M193K0.05%Q1 202610
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$9M184K2.34%Q1 202611
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$9M177K0.74%Q1 202612
IFP Advisors, Inc
CIK 0001641866
$7M139K0.14%Q1 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M125K0.20%Q1 202614
First Affirmative Financial Network
CIK 0001656282
$6M118K2.29%Q1 202615
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$6M114K0.14%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$5M107K0.02%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M104K0.01%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$5M93K0.02%Q1 202619
FAS Wealth Partners, Inc.
CIK 0001596957
$4M88K0.29%Q4 202520
Pursuit Wealth Management LLC
CIK 0002106233
$4M82K3.53%Q4 2025
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