Vault-13

AMERICAN CENTY ETF TR KORP

DIVERSIFID CRP · ETP · CUSIP 025072109

89 institutional holders +6 vs Q1 2026
16,023,43416.0m shares reported held*
$750.6mreported value*
11 new 45 added 22 reduced 6 sold out net bought ≈ $88.8m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 31Q4 22: 25Q1 23: 26Q2 23: 25Q3 23: 28Q4 23: 38Q1 24: 36Q2 24: 39Q3 24: 48Q4 24: 54Q1 25: 57Q2 25: 68Q3 25: 70Q4 25: 76Q1 26: 83Q2 26: 8989Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202231
Q4 202225
Q1 202326
Q2 202325
Q3 202328
Q4 202338
Q1 202436
Q2 202439
Q3 202448
Q4 202454
Q1 202557
Q2 202568
Q3 202570
Q4 202576
Q1 202683
Q2 202689

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 36 bought or addedQ3 24: 6 cut or sold outQ4 24: 30 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 17 cut or sold outQ2 25: 45 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 42 bought or addedQ3 25: 20 cut or sold outQ4 25: 51 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 57 bought or addedQ1 26: 24 cut or sold outQ2 26: 56 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024366
Q4 20243019
Q1 20253717
Q2 20254515
Q3 20254220
Q4 20255123
Q1 20265724
Q2 20265628

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +834,658+834.7k
PNC Financial Services Group, Inc. Added +767,701+767.7k
Modern Wealth Management, LLC New +639,520+639.5k
WELLS FARGO & COMPANY/MN Added +198,121+198.1k
AMERIPRISE FINANCIAL INC Added +118,728+118.7k
UBS Group AG Added +114,270+114.3k
Gallagher Fiduciary Advisors, LLC Added +104,392+104.4k
J.W. COLE ADVISORS, INC. Added +70,527+70.5k
Pinnacle Financial Partners, Inc. New +56,005+56.0k
Atria Investments, Inc Added +55,203+55.2k

Biggest sellers

Flaharty Asset Management, LLC Reduced -620,610-620.6k
Cooper Capital Advisors LLC Sold out -255,055-255.1k
MORGAN STANLEY Reduced -83,429-83.4k
LPL Financial LLC Reduced -70,031-70.0k
JANE STREET GROUP, LLC Sold out -60,801-60.8k
CITADEL ADVISORS LLC Reduced -46,664-46.7k
Comprehensive Wealth Management, LLC Reduced -46,354-46.4k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -43,120-43.1k
Retirement Planning Group, LLC Reduced -26,544-26.5k
GOLDMAN SACHS GROUP INC Reduced -23,583-23.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,934,2152.9m $137.5m $137.5m 0.03% Added +834.7k +834,658
2 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,757,4561.8m $82.3m $82.3m 0.04% Added +767.7k +767,701
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,521,5961.5m $71.3m $71.3m 0.00% Reduced -83.4k -83,429
4 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 1,185,5571.2m $55.5m $55.5m 0.02% Added +3 +3
5 Atria Investments, Inc 0.49% of their portfolio Charlotte, NC 1,046,9551.0m $49.0m $49.0m 0.49% Added +55.2k +55,203
6 Gallagher Fiduciary Advisors, LLC 1.24% of their portfolio ROLLING MEADOWS, IL 804,960805.0k $37.7m $37.7m 1.24% Added +104.4k +104,392
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 802,729802.7k $37.6m $37.6m 0.01% Reduced -70.0k -70,031
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 776,558776.6k $36.4m $36.4m 0.01% Added +118.7k +118,728
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 769,891769.9k $36.1m $36.1m 0.01% Added +198.1k +198,121
10 Modern Wealth Management, LLC 0.36% of their portfolio KANSAS CITY, MO 639,520639.5k $30.0m $30.0m 0.36% New
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 440,074440.1k $20.6m $20.6m 0.00% Added +114.3k +114,270
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 299,473299.5k $14.0m $14.0m 0.00% Added +23.1k +23,051
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 272,209272.2k $12.8m $12.8m 0.00% Added +13.9k +13,867
14 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 266,102266.1k $12.5m $12.5m 0.06% Added +3.8k +3,820
15 Snowden Capital Advisors LLC 0.26% of their portfolio New York, NY 231,529231.5k $10.8m $10.8m 0.26% Added +9.2k +9,199
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 207,687207.7k $9.7m $9.7m 0.00% Added +29.9k +29,890
17 Fifth Third Securities, Inc. 0.50% of their portfolio Cincinnati, OH 185,522185.5k $8.7m $8.7m 0.50% Added +18.4k +18,435
18 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 166,662166.7k $7.8m $7.8m 0.03% Added +15.7k +15,718
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 156,736156.7k $7.3m $7.3m 0.01% Added +10.5k +10,479
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 155,964156.0k $7.2m $7.2m 0.01% Added +2.1k +2,068
21 J.W. COLE ADVISORS, INC. 0.11% of their portfolio TAMPA, FL 142,098142.1k $6.7m $6.7m 0.11% Added +70.5k +70,527
22 Dakota Wealth Management 0.11% of their portfolio PALM BEACH GARDENS, FL 119,887119.9k $5.6m $5.6m 0.11% Added +2.4k +2,366
23 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 94,69794.7k $4.4m $4.4m 0.02% Reduced -955 -955
24 VICTORY FINANCIAL GROUP, LLC 0.41% of their portfolio AUSTIN, TX 82,33282.3k $3.9m $3.9m 0.41% Added +13.8k +13,846
25 Networth Advisors, LLC 2.09% of their portfolio CANONSBURG, PA 76,78776.8k $3.6m $3.6m 2.09% Added +9.1k +9,072
26 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 56,00556.0k $2.6m $2.6m 0.02% New
27 Flaharty Asset Management, LLC 3.75% of their portfolio CLEARWATER, FL 55,97356.0k $2.6m $2.6m 3.75% Reduced -620.6k -620,610
28 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 52,85052.9k $2.5m $2.5m 0.02% Added +1.3k +1,300
29 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 50,98951.0k $2.4m $2.4m 0.02% Reduced -7.6k -7,646
30 ELEVATION POINT WEALTH PARTNERS, LLC 0.04% of their portfolio DENVER, CO 50,98951.0k $2.4m $2.4m 0.04% Reduced -7.6k -7,646
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 46,24246.2k $2.2m $2.2m 0.00% Added +8.9k +8,865
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,68637.7k $1.8m $1.8m 0.00% Added +12.8k +12,772
33 TME FINANCIAL, INC. 1.07% of their portfolio Huntington Beach, CA 36,87636.9k $1.7m $1.7m 1.07% Added +7.7k +7,736
34 Retirement Planning Group, LLC 0.04% of their portfolio LEAWOOD, KS 36,61736.6k $1.7m $1.7m 0.04% Reduced -26.5k -26,544
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,99936.0k $1.7m $1.7m 0.00% Reduced -46.7k -46,664
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,80834.8k $1.6m $1.6m 0.00% Added +20.6k +20,595
37 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 32,84932.8k $1.5m $1.5m 0.01% Added +4.7k +4,670
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,25830.3k $1.4m $1.4m 0.00% Added +6 +6
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 26,00026.0k $1.2m $1.2m 0.01% New
40 Allied Private Wealth LLC 0.76% of their portfolio BOCA RATON, FL 25,73325.7k $1.2m $1.2m 0.76% First filing
41 Southland Equity Partners LLC 0.18% of their portfolio WILDWOOD, MO 22,41022.4k $1.0m $1.0m 0.18% Reduced -704 -704
42 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 21,49521.5k $1.0m $1.0m 0.02% Reduced -8.8k -8,778
43 Camarda Financial Advisors, LLC 0.30% of their portfolio FLEMING ISLAND, FL 21,18521.2k $992.5k $992.5k 0.30% Added +1.3k +1,321
44 Comprehensive Wealth Management, LLC 0.44% of their portfolio LYNNWOOD, WA 20,65120.7k $967.5k $967.5k 0.44% Reduced -46.4k -46,354
45 PARTNERS WEALTH MANAGEMENT, LLC 0.86% of their portfolio CARMEL BY THE SEA, CA 18,83018.8k $882.2k $882.2k 0.86% Reduced -174 -174
46 Joseph P. Lucia & Associates, LLC 0.26% of their portfolio Yorktown Heights, NY 18,80418.8k $881.0k $881.0k 0.26% Added +2.6k +2,592
47 First Bank & Trust 0.10% of their portfolio BROOKINGS, SD 14,97615.0k $701.6k $701.6k 0.10% Added +3.6k +3,613
48 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 13,72313.7k $642.9k $642.9k 0.02% Reduced -362 -362
49 Legacy Wealth Partners, LLC 0.12% of their portfolio Lakewood, CO 11,76911.8k $551.4k $551.4k 0.12% Added +126 +126
50 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 10,59410.6k $496.0k $496.0k 0.01% Added +192 +192
51 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 10,31310.3k $483.1k $483.1k 0.00% Reduced -734 -734
52 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 10,23510.2k $479.5k $479.5k 0.02% Reduced -217 -217
53 Medallion Wealth Advisors, LLC 0.14% of their portfolio FARMINGTON, CT 9,7259.7k $455.6k $455.6k 0.14% Reduced -1.0k -1,000
54 CALTON & ASSOCIATES, INC. 0.06% of their portfolio Tampa, FL 9,2169.2k $431.8k $431.8k 0.06% Added +1.4k +1,444
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,5008.5k $398.2k $398.2k 0.00% New
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,4367.4k $348.4k $348.4k 0.00% Added +1.1k +1,062
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,3677.4k $345.1k $345.1k 0.00% Reduced -23.6k -23,583
58 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 6,6146.6k $309.9k $309.9k 0.00% New
59 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 6,3496.3k $297.3k $297.3k 0.00% Reduced -5.5k -5,495
60 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,2276.2k $291.7k $291.7k 0.01% Added +1.9k +1,906
61 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 6,0836.1k $284.0k $284.0k 0.01% Unchanged
62 Burford Brothers, Inc. 0.10% of their portfolio DALLAS, TX 6,0656.1k $284.1k $284.1k 0.10% Unchanged
63 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,6865.7k $266.0k $266.0k 0.00% New
64 Investment Advisory Group, LLC 0.05% of their portfolio HANOVER, MA 5,2005.2k $243.6k $243.6k 0.05% Unchanged
65 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,8614.9k $227.7k $227.7k 0.00% Unchanged
66 Morey & Quinn Wealth Partners, LLC 0.14% of their portfolio OMAHA, NE 4,6804.7k $219.3k $219.3k 0.14% Reduced -756 -756
67 ADAMSBROWN WEALTH CONSULTANTS LLC 0.04% of their portfolio WICHITA, KS 4,5944.6k $215.2k $215.2k 0.04% Added +57 +57
68 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,5674.6k $214.0k $214.0k 0.00% New
69 CLIENT 1ST ADVISORY GROUP, LLC 0.06% of their portfolio DUNEDIN, FL 4,5064.5k $211.1k $211.1k 0.06% Unchanged
70 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,4354.4k $207.8k $207.8k 0.00% Added +90 +90
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,2943.3k $154.3k $154.3k 0.00% Added +63 +63
72 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,1193.1k $146.1k $146.1k 0.00% New
73 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 2,5542.6k $119.7k $119.7k 0.01% Reduced -3.9k -3,877
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,3032.3k $107.9k $107.9k 0.00% Added +653 +653
75 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,8901.9k $88.5k $88.5k 0.01% Added +150 +150
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,7001.7k $79.6k $79.6k 0.00% Reduced -2.2k -2,225
77 Lloyd Advisory Services, LLC. 0.02% of their portfolio SUWANEE, GA 1,1881.2k $55.6k $55.6k 0.02% Added +1.0k +1,044
78 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1731.2k $55.0k $55.0k 0.00% Added +14 +14
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 610610 $28.6k $28.6k 0.00% First filing
80 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 562562 $26.3k $26.3k 0.00% Unchanged
81 Basepoint Wealth LLC 0.01% of their portfolio CEDAR RAPIDS, IA 421421 $19.7k $19.7k 0.01% Added +5 +5
82 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 382382 $17.9k $17.9k 0.00% Unchanged
83 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 300300 $14.1k $14.1k 0.00% New
84 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 250250 $11.7k $11.7k 0.00% Unchanged
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 207207 $9.7k $9.7k 0.00% Unchanged
86 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 145145 $6.8k $6.8k 0.00% Added +1 +1
87 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 119119 $5.6k $5.6k 0.00% New
88 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2020 $937 $937 0.00% Reduced -15 -15
89 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2020 $937 $937 0.00% New