DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (ACMG)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
25
Reporting holders
$81.2M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $62.9M | 914,825 | 0.01% | 22q | +8.4%+$4.9M |
| Sunpointe, LLC | $4.9M | 71,496 | 1.40% | 8q | HELD |
| Impact Investors, Inc | $3.4M | 48,966 | 2.46% | 7q | -1.0%-$35.1K |
| MML INVESTORS SERVICES, LLC | $2.8M | 40,654 | 0.01% | 11q | +12.2%+$303.1K |
| Peak Planning Group, LLC | $2.2M | 31,538 | 0.49% | 3q | +6.0%+$122.6K |
| LPL Financial LLC | $1.1M | 15,754 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $604.0K | 8,786 | 0.00% | 4q | +87.3%+$281.5K |
| TRUIST FINANCIAL CORP | $567.9K | 8,260 | 0.00% | 5q | +21.5%+$100.4K |
| Orion Porfolio Solutions, LLC | $550.6K | 8,009 | 0.00% | 22q | +49.9%+$183.4K |
| OSAIC HOLDINGS, INC. | $490.7K | 7,138 | 0.00% | 7q | +9.8%+$43.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $276.9K | 4,027 | 0.00% | 9q | -1.7%-$4.7K |
| RIDGECREST WEALTH PARTNERS, LLC | $275.0K | 4,000 | 0.13% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274.4K | 3,991 | 0.00% | new | NEW |
| MORGAN STANLEY | $267.2K | 3,886 | 0.00% | 7q | +162.4%+$165.4K |
| Cetera Investment Advisers | $252.2K | 3,669 | 0.00% | 2q | HELD |
| NATURAL INVESTMENTS, LLC | $226.0K | 3,292 | 0.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $112.0K | 1,629 | 0.00% | 8q | +0.6% |
| JPMORGAN CHASE & CO | $69.0K | 1,017 | 0.00% | 2q | +276.7%+$50.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $19.6K | 285 | 0.00% | 4q | HELD |
| UBS Group AG | $17.9K | 260 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $15.3K | 223 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $5.0K | 72 | 0.00% | new | NEW |
| FMR LLC | $1.0K | 15 | 0.00% | 5q | HELD |
| Institute for Wealth Management, LLC. | $691 | 10 | 0.00% | new | NEW |
| IFP Advisors, Inc | $206 | 3 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $5.3M | 76,007 | 0 | 0 | 0 | 0.0% |
| Q2 2026 | 25 | $81.2M | 1,181,805 | 6 | 10 | 2 | 0.0% |
| Q1 2026 | 23 | $67.1M | 1,098,046 | 3 | 8 | 4 | 0.0% |
| Q4 2025 | 23 | $77.8M | 1,194,061 | 4 | 9 | 3 | 0.0% |
| Q3 2025 | 21 | $67.0M | 1,008,498 | 4 | 5 | 6 | 0.0% |
| Q2 2025 | 19 | $73.3M | 1,109,550 | 4 | 5 | 5 | 0.0% |
| Q1 2025 | 17 | $57.4M | 1,011,603 | 2 | 4 | 7 | 0.0% |
| Q4 2024 | 16 | $62.1M | 1,029,039 | 5 | 6 | 2 | 0.0% |
| Q3 2024 | 12 | $60.4M | 983,832 | 3 | 5 | 2 | 0.0% |
| Q2 2024 | 11 | $55.4M | 971,982 | 4 | 4 | 2 | 0.0% |
| Q1 2024 | 8 | $53.0M | 918,141 | 1 | 4 | 3 | 0.0% |
| Q4 2023 | 10 | $41.6M | 821,967 | 4 | 4 | 0 | 0.0% |
| Q3 2023 | 7 | $33.0M | 739,048 | 0 | 1 | 4 | 0.0% |
| Q2 2023 | 8 | $32.9M | 693,680 | 2 | 3 | 2 | 0.0% |
| Q1 2023 | 6 | $27.2M | 597,772 | 3 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $19.6M | 473,979 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 4 | $16.2M | 404,078 | 0 | 2 | 1 | 0.0% |
| Q2 2022 | 4 | $14.9M | 378,416 | 0 | 2 | 1 | 0.0% |
| Q1 2022 | 7 | $17.4M | 348,691 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $17.3M | 303,747 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 4 | $14.2M | 250,079 | 0 | 2 | 1 | 0.0% |
| Q2 2021 | 6 | $13.1M | 245,357 | 1 | 3 | 0 | 0.0% |
| Q1 2021 | 5 | $9.3M | 195,513 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $6.5M | 125,693 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 3 | $6.0M | 139,977 | 3 | 0 | 0 | 0.0% |