29 institutions reported holding $277.1M of AMERICAN CENTY ETF TR (ESGA) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($229.9M), Focus Partners Wealth ($21.6M), AMERICAN CENTURY COMPANIES INC ($13.6M), Sunpointe, LLC ($5.0M), Midwest Trust Co ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $229.9M | 3.1M | Added |
| 2 | Focus Partners Wealth | $21.6M | 293,283 | Hold |
| 3 | AMERICAN CENTURY COMPANIES INC | $13.6M | 184,612 | New |
| 4 | Sunpointe, LLC | $5.0M | 68,305 | Hold |
| 5 | Midwest Trust Co | $2.0M | 26,458 | Added |
| 6 | SteelPeak Wealth, LLC | $622,946 | 8,450 | Trimmed |
| 7 | FIFTH THIRD BANCORP | $514,896 | 6,984 | New |
| 8 | CITADEL ADVISORS LLC | $464,289 | 6,298 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $464,256 | 6,298 | Trimmed |
| 10 | LPL Financial LLC | $390,274 | 5,294 | Trimmed |
| 11 | New Hampshire Trust | $387,472 | 5,256 | Trimmed |
| 12 | Summit Asset Management, LLC | $358,279 | 4,860 | Hold |
| 13 | TWO SIGMA INVESTMENTS, LP | $342,651 | 4,648 | New |
| 14 | CRA Financial Services, LLC | $329,602 | 4,471 | Hold |
| 15 | Cetera Investment Advisers | $323,336 | 4,386 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $320,387 | 4,346 | Hold |
| 17 | FMR LLC | $198,305 | 2,690 | Hold |
| 18 | JPMORGAN CHASE & CO | $128,984 | 1,800 | New |
| 19 | MORGAN STANLEY | $86,480 | 1,173 | Hold |
| 20 | Caldwell Trust Co | $71,803 | 974 | Hold |
| 21 | RETIREMITTEN FINANCIAL LLC | $65,021 | 882 | New |
| 22 | Advisory Services Network, LLC | $8,828 | 120 | New |
| 23 | VANGUARD ADVISERS INC | $295 | 4 | New |
| 24 | Royal Bank of Canada | $0 | 0 | Exited |
| 25 | Meramec Financial Planners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31