13F Insight
DOSSIER · 13F Holders · Q1 2026
TAXF

AMERICAN CENTY ETF TR

119 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 025072505·119 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$406M
visible holders
Holders
119
filers reporting
Concentration
28.39%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

119 institutions reported TAXF in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 28.4% of the visible book.

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
$22M436K2.03%Q2 202605
CX Institutional
CIK 0001737089
$22M428K0.63%Q2 202606
MORGAN STANLEY
CIK 0000895421
$19M385K0.00%Q1 202607
Prime Capital Investment Advisors, LLC
CIK 0001731446
$17M339K0.20%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M274K0.00%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M257K0.00%Q1 202610
Private Advisor Group, LLC
CIK 0001567755
$10M193K0.05%Q1 202611
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$9M184K2.34%Q1 202612
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$9M177K0.74%Q1 202613
IFP Advisors, Inc
CIK 0001641866
$8M148K0.14%Q2 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M123K0.18%Q2 202615
First Affirmative Financial Network
CIK 0001656282
$6M118K2.29%Q1 202616
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$6M114K0.14%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$5M107K0.02%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M104K0.01%Q1 202619
FAS Wealth Partners, Inc.
CIK 0001596957
$5M97K0.30%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$5M93K0.02%Q1 2026
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