Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

18 institutional holders +1 vs Q4 2024
1,011,6031.0m shares reported held*
$57.4mreported value*
2 new 4 added 7 reduced 1 sold out net sold ≈ $987.7k (-17.4k 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. Holder counts are more reliable. Implied quarter-end price ≈ $56.70.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 5Q4 22: 5Q1 23: 7Q2 23: 9Q3 23: 8Q4 23: 11Q1 24: 9Q2 24: 12Q3 24: 13Q4 24: 17Q1 25: 1818Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20225
Q4 20225
Q1 20237
Q2 20239
Q3 20238
Q4 202311
Q1 20249
Q2 202412
Q3 202413
Q4 202417
Q1 202518

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 23: 5 bought or addedQ2 23: 2 cut or sold outQ3 23: 1 bought or addedQ3 23: 5 cut or sold outQ3 23Q4 23: 8 bought or addedQ4 23: 1 cut or sold outQ1 24: 5 bought or addedQ1 24: 6 cut or sold outQ1 24Q2 24: 8 bought or addedQ2 24: 3 cut or sold outQ3 24: 8 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 11 bought or addedQ4 24: 4 cut or sold outQ1 25: 6 bought or addedQ1 25: 8 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202352
Q3 202315
Q4 202381
Q1 202456
Q2 202483
Q3 202484
Q4 2024114
Q1 202568

Biggest buyers

Orion Portfolio Solutions, LLC Added +11,896+11.9k
LPL Financial LLC New +9,326+9.3k
Impact Investors, Inc Added +4,556+4.6k
UBS Group AG New +1,340+1.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +222+222
MORGAN STANLEY Added +146+146

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -27,947-27.9k
MML INVESTORS SERVICES, LLC Reduced -10,206-10.2k
FLORIDA FINANCIAL ADVISORS, LLC Sold out -3,918-3.9k
Orion Porfolio Solutions, LLC Reduced -983-983
Peak Planning Group, LLC Reduced -821-821
Sunpointe, LLC Reduced -602-602
OSAIC HOLDINGS, INC. Reduced -404-404
HARBOUR INVESTMENTS, INC. Reduced -41-41

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 748,484748.5k $42.4m $42.4m 0.01% Reduced -27.9k -27,947
2 Sunpointe, LLC 2.27% of their portfolio ST. LOUIS, MO 75,25875.3k $4.3m $4.3m 2.27% Reduced -602 -602
3 Impact Investors, Inc 2.32% of their portfolio SAN FRANCISCO, CA 52,63852.6k $3.0m $3.0m 2.32% Added +4.6k +4,556
4 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 39,74139.7k $2.3m $2.3m 0.01% Reduced -10.2k -10,206
5 Peak Planning Group, LLC 0.71% of their portfolio CENTENNIAL, CO 29,97230.0k $1.7m $1.7m 0.71% Reduced -821 -821
6 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 24,77524.8k $1.5m $1.5m 0.01% Added +11.9k +11,896
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,09912.1k $685.0k $685.0k 0.00% Added +222 +222
8 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 11,89611.9k $673.9k $673.9k 0.01% Reduced -983 -983
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,3269.3k $528.3k $528.3k 0.00% New
10 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,6752.7k $151.5k $151.5k 0.04% Unchanged
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4811.5k $83.9k $83.9k 0.00% Added +146 +146
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3401.3k $75.9k $75.9k 0.00% New
13 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 790790 $44.8k $44.8k 0.00% Reduced -41 -41
14 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 775775 $43.9k $43.9k 0.00% Unchanged
15 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 211211 $12.0k $12.0k 0.00% Unchanged
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 139139 $7.9k $7.9k 0.00% Reduced -404 -404
17 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $170 $170 0.00% Unchanged
18 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged