7 institutions reported holding $266.5M of AMERICAN CENTY ETF TR (ESGA) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($255.2M), Sunpointe, LLC ($5.7M), CARY STREET PARTNERS FINANCIAL LLC ($4.0M), SteelPeak Wealth, LLC ($747,109), CRA Financial Services, LLC ($376,041). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $255.2M | 3.0M | Trimmed |
| 2 | Sunpointe, LLC | $5.7M | 68,305 | Hold |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $4.0M | 47,303 | New |
| 4 | SteelPeak Wealth, LLC | $747,109 | 8,883 | Added |
| 5 | CRA Financial Services, LLC | $376,041 | 4,471 | Hold |
| 6 | New Hampshire Trust | $371,247 | 4,414 | Trimmed |
| 7 | Caldwell Trust Co | $81,920 | 974 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30