Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

23 institutional holders +2 vs Q3 2025
1,194,0611.2m shares reported held*
$77.8mreported value*
4 new 11 added 3 reduced 2 sold out net bought ≈ $12.1m (+185.6k 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 ≈ $65.16.

Trends to Q4 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: 21Q4 25: 2323Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202523

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 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 25Q3 25: 10 bought or addedQ3 25: 9 cut or sold outQ4 25: 15 bought or addedQ4 25: 5 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202456
Q2 202483
Q3 202484
Q4 2024114
Q1 202568
Q2 2025106
Q3 2025109
Q4 2025155

Biggest buyers

Select Equity Group, L.P. New +96,535+96.5k
BANK OF AMERICA CORP /DE/ New +33,017+33.0k
Peak Planning Group, LLC New +28,991+29.0k
ENVESTNET ASSET MANAGEMENT INC Added +20,751+20.8k
MML INVESTORS SERVICES, LLC Added +4,223+4.2k
OSAIC HOLDINGS, INC. Added +3,420+3.4k
Impact Investors, Inc Added +2,152+2.2k
Orion Porfolio Solutions, LLC Added +895+895
Kestra Advisory Services, LLC New +427+427
LPL Financial LLC Added +320+320

Biggest sellers

CITADEL ADVISORS LLC Sold out -3,479-3.5k
Sunpointe, LLC Reduced -1,550-1.6k
JPMORGAN CHASE & CO Sold out -134-134
HARBOUR INVESTMENTS, INC. Reduced -65-65
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Reduced -15-15

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 812,988813.0k $53.0m $53.0m 0.02% Added +20.8k +20,751
2 Select Equity Group, L.P. 0.03% of their portfolio NEW YORK, NY 96,53596.5k $6.3m $6.3m 0.03% New
3 Sunpointe, LLC 1.55% of their portfolio ST. LOUIS, MO 71,76071.8k $4.7m $4.7m 1.55% Reduced -1.6k -1,550
4 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,37547.4k $3.1m $3.1m 0.01% Added +4.2k +4,223
5 Impact Investors, Inc 1.97% of their portfolio SAN FRANCISCO, CA 43,58343.6k $2.8m $2.8m 1.97% Added +2.2k +2,152
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,01733.0k $2.2m $2.2m 0.00% New
7 Peak Planning Group, LLC 0.53% of their portfolio CENTENNIAL, CO 28,99129.0k $1.9m $1.9m 0.53% New
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,82215.8k $1.0m $1.0m 0.00% Added +320 +320
9 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 11,12911.1k $725.2k $725.2k 0.01% Added +895 +895
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,5338.5k $556.0k $556.0k 0.00% Added +12 +12
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,8095.8k $378.5k $378.5k 0.00% Added +31 +31
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,1954.2k $273.4k $273.4k 0.00% Added +3.4k +3,420
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,1414.1k $269.9k $269.9k 0.00% Unchanged
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,5753.6k $233.0k $233.0k 0.00% Added +23 +23
15 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,6752.7k $174.3k $174.3k 0.04% Unchanged
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4821.5k $96.6k $96.6k 0.00% Added +1 +1
17 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 776776 $50.6k $50.6k 0.00% Unchanged
18 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 722722 $47.0k $47.0k 0.00% Reduced -65 -65
19 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 427427 $27.8k $27.8k 0.00% New
20 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 285285 $18.6k $18.6k 0.00% Reduced -15 -15
21 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 223223 $14.5k $14.5k 0.00% Added +8 +8
22 FMR LLC 0.00% of their portfolio BOSTON, MA 1515 $977 $977 0.00% Unchanged
23 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $195 $195 0.00% Unchanged