Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

23 institutional holders +0 vs Q4 2025
1,098,0461.1m shares reported held*
$67.1mreported value*
3 new 8 added 6 reduced 3 sold out net sold ≈ $5.9m (-96.0k 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 ≈ $61.10.

Trends to Q1 2026

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: 23Q1 26: 2323Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202623

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 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 25Q4 25: 15 bought or addedQ4 25: 5 cut or sold outQ1 26: 11 bought or addedQ1 26: 9 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202483
Q3 202484
Q4 2024114
Q1 202568
Q2 2025106
Q3 2025109
Q4 2025155
Q1 2026119

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +31,018+31.0k
Impact Investors, Inc Added +5,894+5.9k
RIDGECREST WEALTH PARTNERS, LLC New +4,000+4.0k
Cetera Investment Advisers New +3,669+3.7k
OSAIC HOLDINGS, INC. Added +2,305+2.3k
Cambridge Investment Research Advisors, Inc. Added +1,116+1.1k
TRUIST FINANCIAL CORP Added +990+990
HARBOUR INVESTMENTS, INC. Added +898+898
Peak Planning Group, LLC Added +763+763
JPMORGAN CHASE & CO New +270+270

Biggest sellers

Select Equity Group, L.P. Sold out -96,535-96.5k
BANK OF AMERICA CORP /DE/ Sold out -33,017-33.0k
MML INVESTORS SERVICES, LLC Reduced -11,129-11.1k
Orion Porfolio Solutions, LLC Reduced -5,787-5.8k
Kestra Advisory Services, LLC Sold out -427-427
LPL Financial LLC Reduced -107-107
COMMONWEALTH EQUITY SERVICES, LLC Reduced -45-45
Sunpointe, LLC Reduced -15-15
MORGAN STANLEY Reduced -1-1

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 844,006844.0k $51.6m $51.6m 0.01% Added +31.0k +31,018
2 Sunpointe, LLC 1.44% of their portfolio ST. LOUIS, MO 71,74571.7k $4.4m $4.4m 1.44% Reduced -15 -15
3 Impact Investors, Inc 2.10% of their portfolio SAN FRANCISCO, CA 49,47749.5k $3.0m $3.0m 2.10% Added +5.9k +5,894
4 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 36,24636.2k $2.2m $2.2m 0.01% Reduced -11.1k -11,129
5 Peak Planning Group, LLC 0.50% of their portfolio CENTENNIAL, CO 29,75429.8k $1.8m $1.8m 0.50% Added +763 +763
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,71515.7k $960.1k $960.1k 0.00% Reduced -107 -107
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,6588.7k $529.0k $529.0k 0.00% Added +125 +125
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,7996.8k $415.4k $415.4k 0.00% Added +990 +990
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,5006.5k $397.1k $397.1k 0.00% Added +2.3k +2,305
10 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,3425.3k $326.4k $326.4k 0.00% Reduced -5.8k -5,787
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,6914.7k $287.0k $287.0k 0.00% Added +1.1k +1,116
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,0964.1k $250.2k $250.2k 0.00% Reduced -45 -45
13 RIDGECREST WEALTH PARTNERS, LLC 0.13% of their portfolio MILL VALLEY, CA 4,0004.0k $244.4k $244.4k 0.13% New
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,6693.7k $224.2k $224.2k 0.00% New
15 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,6752.7k $163.4k $163.4k 0.04% Unchanged
16 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,6201.6k $99.0k $99.0k 0.00% Added +898 +898
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4811.5k $90.5k $90.5k 0.00% Reduced -1 -1
18 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 776776 $47.4k $47.4k 0.00% Unchanged
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 285285 $17.4k $17.4k 0.00% Unchanged
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 270270 $16.1k $16.1k 0.00% New
21 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 223223 $13.6k $13.6k 0.00% Unchanged
22 FMR LLC 0.00% of their portfolio BOSTON, MA 1515 $916 $916 0.00% Unchanged
23 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $183 $183 0.00% Unchanged