Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

21 institutional holders +1 vs Q2 2025
1,008,4981.0m shares reported held*
$67.0mreported value*
4 new 6 added 7 reduced 2 sold out net sold ≈ $6.7m (-101.1k 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 ≈ $66.42.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 5Q4 22: 5Q1 23: 7Q2 23: 9Q3 23: 8Q4 23: 11Q1 24: 9Q2 24: 12Q3 24: 13Q4 24: 17Q1 25: 18Q2 25: 20Q3 25: 2121Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202521

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 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 25Q2 25: 10 bought or addedQ2 25: 6 cut or sold outQ3 25: 10 bought or addedQ3 25: 9 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202381
Q1 202456
Q2 202483
Q3 202484
Q4 2024114
Q1 202568
Q2 2025106
Q3 2025109

Biggest buyers

RAYMOND JAMES FINANCIAL INC New +8,521+8.5k
ENVESTNET ASSET MANAGEMENT INC Added +5,265+5.3k
Cambridge Investment Research Advisors, Inc. New +3,552+3.6k
LPL Financial LLC Added +2,758+2.8k
TRUIST FINANCIAL CORP Added +622+622
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC New +300+300
JPMORGAN CHASE & CO New +134+134
OSAIC HOLDINGS, INC. Added +50+50
WealthShield Partners, LLC Added +3+3
MAI Capital Management Added +1+1

Biggest sellers

CITADEL ADVISORS LLC Reduced -114,847-114.8k
MML INVESTORS SERVICES, LLC Reduced -3,568-3.6k
Impact Investors, Inc Reduced -2,509-2.5k
Orion Porfolio Solutions, LLC Reduced -497-497
COMMONWEALTH EQUITY SERVICES, LLC Reduced -457-457
UBS Group AG Sold out -343-343
MORGAN STANLEY Reduced -19-19
Steward Partners Investment Advisory, LLC Sold out -15-15
HARBOUR INVESTMENTS, INC. Reduced -3-3

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 792,237792.2k $52.6m $52.6m 0.02% Added +5.3k +5,265
2 Sunpointe, LLC 1.76% of their portfolio ST. LOUIS, MO 73,31073.3k $4.9m $4.9m 1.76% Unchanged
3 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 43,15243.2k $2.9m $2.9m 0.01% Reduced -3.6k -3,568
4 Impact Investors, Inc 1.81% of their portfolio SAN FRANCISCO, CA 41,43141.4k $2.8m $2.8m 1.81% Reduced -2.5k -2,509
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,50215.5k $1.0m $1.0m 0.00% Added +2.8k +2,758
6 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 10,23410.2k $679.7k $679.7k 0.01% Reduced -497 -497
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,5218.5k $565.9k $565.9k 0.00% New
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,7785.8k $383.8k $383.8k 0.00% Added +622 +622
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,1414.1k $275.0k $275.0k 0.00% Reduced -457 -457
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,5523.6k $236.0k $236.0k 0.00% New
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,4793.5k $231.1k $231.1k 0.00% Reduced -114.8k -114,847
12 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,6752.7k $177.7k $177.7k 0.04% Unchanged
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4811.5k $98.4k $98.4k 0.00% Reduced -19 -19
14 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 787787 $52.3k $52.3k 0.00% Reduced -3 -3
15 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 776776 $51.5k $51.5k 0.00% Added +1 +1
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 775775 $51.5k $51.5k 0.00% Added +50 +50
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 300300 $19.9k $19.9k 0.00% New
18 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 215215 $14.3k $14.3k 0.00% Added +3 +3
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 134134 $8.9k $8.9k 0.00% New
20 FMR LLC 0.00% of their portfolio BOSTON, MA 1515 $996 $996 0.00% Unchanged
21 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $199 $199 0.00% Unchanged