Vault-13

AMERICAN CENTY ETF TR ACMG

MID CAP GRW IMP · ETP · CUSIP 025072760

25 institutional holders +2 vs Q1 2026
1,181,8051.2m shares reported held*
$81.2mreported value*
6 new 11 added 3 reduced 4 sold out net bought ≈ $5.8m (+83.8k 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 ≈ $68.75.

Trends to Q2 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: 23Q2 26: 2525Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202625

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 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 25Q1 26: 11 bought or addedQ1 26: 9 cut or sold outQ2 26: 17 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202484
Q4 2024114
Q1 202568
Q2 2025106
Q3 2025109
Q4 2025155
Q1 2026119
Q2 2026177

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +70,819+70.8k
MML INVESTORS SERVICES, LLC Added +4,408+4.4k
Cambridge Investment Research Advisors, Inc. Added +4,095+4.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +3,991+4.0k
NATURAL INVESTMENTS, LLC New +3,292+3.3k
Orion Porfolio Solutions, LLC Added +2,667+2.7k
MORGAN STANLEY Added +2,405+2.4k
Peak Planning Group, LLC Added +1,784+1.8k
TRUIST FINANCIAL CORP Added +1,461+1.5k
JPMORGAN CHASE & CO Added +747+747

Biggest sellers

RAYMOND JAMES FINANCIAL INC Sold out -8,658-8.7k
Addison Advisors LLC Sold out -2,675-2.7k
MAI Capital Management Sold out -776-776
Impact Investors, Inc Reduced -511-511
Sunpointe, LLC Reduced -249-249
WealthShield Partners, LLC Sold out -223-223
COMMONWEALTH EQUITY SERVICES, LLC Reduced -69-69

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 914,825914.8k $62.9m $62.9m 0.01% Added +70.8k +70,819
2 Sunpointe, LLC 1.40% of their portfolio ST. LOUIS, MO 71,49671.5k $4.9m $4.9m 1.40% Reduced -249 -249
3 Impact Investors, Inc 2.46% of their portfolio SAN FRANCISCO, CA 48,96649.0k $3.4m $3.4m 2.46% Reduced -511 -511
4 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 40,65440.7k $2.8m $2.8m 0.01% Added +4.4k +4,408
5 Peak Planning Group, LLC 0.49% of their portfolio CENTENNIAL, CO 31,53831.5k $2.2m $2.2m 0.49% Added +1.8k +1,784
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,75415.8k $1.1m $1.1m 0.00% Added +39 +39
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,7868.8k $604.0k $604.0k 0.00% Added +4.1k +4,095
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,2608.3k $567.9k $567.9k 0.00% Added +1.5k +1,461
9 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,0098.0k $550.6k $550.6k 0.00% Added +2.7k +2,667
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,1387.1k $490.7k $490.7k 0.00% Added +638 +638
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,0274.0k $276.9k $276.9k 0.00% Reduced -69 -69
12 RIDGECREST WEALTH PARTNERS, LLC 0.13% of their portfolio MILL VALLEY, CA 4,0004.0k $275.0k $275.0k 0.13% Unchanged
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,9914.0k $274.4k $274.4k 0.00% New
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,8863.9k $267.2k $267.2k 0.00% Added +2.4k +2,405
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,6693.7k $252.2k $252.2k 0.00% Unchanged
16 NATURAL INVESTMENTS, LLC 0.05% of their portfolio WINDSOR, CA 3,2923.3k $226.0k $226.0k 0.05% New
17 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,6291.6k $112.0k $112.0k 0.00% Added +9 +9
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0171.0k $69.0k $69.0k 0.00% Added +747 +747
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 285285 $19.6k $19.6k 0.00% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 260260 $17.9k $17.9k 0.00% New
21 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 223223 $15.3k $15.3k 0.00% New
22 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 7272 $5.0k $5.0k 0.00% New
23 FMR LLC 0.00% of their portfolio BOSTON, MA 1515 $1.0k $1.0k 0.00% Unchanged
24 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 1010 $691 $691 0.00% New
25 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $206 $206 0.00% Unchanged