Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

20 institutional holders +2 vs Q1 2025
1,109,5501.1m shares reported held*
$73.3mreported value*
4 new 6 added 5 reduced 1 sold out net bought ≈ $8.1m (+122.7k 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 ≈ $66.04.

Trends to Q2 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: 18Q2 25: 2020Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202520

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 23: 1 bought or addedQ3 23: 5 cut or sold outQ4 23: 8 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 5 bought or addedQ1 24: 6 cut or sold outQ2 24: 8 bought or addedQ2 24: 3 cut or sold outQ2 24Q3 24: 8 bought or addedQ3 24: 4 cut or sold outQ4 24: 11 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 8 cut or sold outQ2 25: 10 bought or addedQ2 25: 6 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202315
Q4 202381
Q1 202456
Q2 202483
Q3 202484
Q4 2024114
Q1 202568
Q2 2025106

Biggest buyers

CITADEL ADVISORS LLC New +118,326+118.3k
ENVESTNET ASSET MANAGEMENT INC Added +38,488+38.5k
MML INVESTORS SERVICES, LLC Added +6,979+7.0k
TRUIST FINANCIAL CORP New +5,156+5.2k
LPL Financial LLC Added +3,418+3.4k
OSAIC HOLDINGS, INC. Added +586+586
MORGAN STANLEY Added +19+19
FMR LLC New +15+15
Steward Partners Investment Advisory, LLC New +15+15
WealthShield Partners, LLC Added +1+1

Biggest sellers

Peak Planning Group, LLC Sold out -29,972-30.0k
Impact Investors, Inc Reduced -8,698-8.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,501-7.5k
Sunpointe, LLC Reduced -1,948-1.9k
Orion Porfolio Solutions, LLC Reduced -1,165-1.2k
UBS Group AG Reduced -997-997

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 786,972787.0k $52.0m $52.0m 0.02% Added +38.5k +38,488
2 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 118,326118.3k $7.8m $7.8m 0.01% New
3 Sunpointe, LLC 1.92% of their portfolio ST. LOUIS, MO 73,31073.3k $4.8m $4.8m 1.92% Reduced -1.9k -1,948
4 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 46,72046.7k $3.1m $3.1m 0.01% Added +7.0k +6,979
5 Impact Investors, Inc 2.05% of their portfolio SAN FRANCISCO, CA 43,94043.9k $2.9m $2.9m 2.05% Reduced -8.7k -8,698
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,74412.7k $841.6k $841.6k 0.00% Added +3.4k +3,418
7 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 10,73110.7k $708.7k $708.7k 0.01% Reduced -1.2k -1,165
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,1565.2k $340.5k $340.5k 0.00% New
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,5984.6k $304.0k $304.0k 0.00% Reduced -7.5k -7,501
10 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,6752.7k $176.7k $176.7k 0.04% Unchanged
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,5001.5k $99.1k $99.1k 0.00% Added +19 +19
12 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 790790 $52.2k $52.2k 0.00% Unchanged
13 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 775775 $51.2k $51.2k 0.00% Unchanged
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 725725 $47.9k $47.9k 0.00% Added +586 +586
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 343343 $22.7k $22.7k 0.00% Reduced -997 -997
16 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 212212 $14.0k $14.0k 0.00% Added +1 +1
17 FMR LLC 0.00% of their portfolio BOSTON, MA 1515 $991 $991 0.00% New
18 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1515 $991 $991 0.00% New
19 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $198 $198 0.00% Unchanged
20 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged