10 institutions reported holding $72.9M of AMERICAN CENTY ETF TR (MID) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($62.9M), Sunpointe, LLC ($4.9M), Impact Investors, Inc ($3.4M), Cambridge Investment Research Advisors, Inc. ($604,000), TRUIST FINANCIAL CORP ($567,875). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $62.9M | 914,825 | Added |
| 2 | Sunpointe, LLC | $4.9M | 71,496 | Trimmed |
| 3 | Impact Investors, Inc | $3.4M | 48,966 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $604,000 | 8,786 | Added |
| 5 | TRUIST FINANCIAL CORP | $567,875 | 8,260 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $276,860 | 4,027 | Trimmed |
| 7 | NATURAL INVESTMENTS, LLC | $226,000 | 3,292 | New |
| 8 | Farther Finance Advisors, LLC | $15,331 | 223 | New |
| 9 | Institute for Wealth Management, LLC. | $691 | 10 | New |
| 10 | IFP Advisors, Inc | $206 | 3 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30