Who Owns AMERICAN CENTY ETF TR (MID)? -- Institutional Holders (2026-03-31)
26 institutions reported holding $67.1M of AMERICAN CENTY ETF TR (MID) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($51.6M), Sunpointe, LLC ($4.4M), Impact Investors, Inc ($3.0M), MML INVESTORS SERVICES, LLC ($2.2M), Peak Planning Group, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $51.6M | 844,006 | Added |
| 2 | Sunpointe, LLC | $4.4M | 71,745 | Trimmed |
| 3 | Impact Investors, Inc | $3.0M | 49,477 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $2.2M | 36,246 | Trimmed |
| 5 | Peak Planning Group, LLC | $1.8M | 29,754 | Added |
| 6 | LPL Financial LLC | $960,119 | 15,715 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $528,967 | 8,658 | Added |
| 8 | TRUIST FINANCIAL CORP | $415,390 | 6,799 | Added |
| 9 | OSAIC HOLDINGS, INC. | $397,150 | 6,500 | Added |
| 10 | Orion Porfolio Solutions, LLC | $326,382 | 5,342 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $287,000 | 4,691 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $250,230 | 4,096 | Trimmed |
| 13 | RIDGECREST WEALTH PARTNERS, LLC | $244,383 | 4,000 | New |
| 14 | Cetera Investment Advisers | $224,160 | 3,669 | New |
| 15 | Addison Advisors LLC | $163,431 | 2,675 | Hold |
| 16 | HARBOUR INVESTMENTS, INC. | $98,975 | 1,620 | Added |
| 17 | MORGAN STANLEY | $90,483 | 1,481 | Trimmed |
| 18 | MAI Capital Management | $47,423 | 776 | Hold |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $17,412 | 285 | Hold |
| 20 | JPMORGAN CHASE & CO | $16,050 | 270 | New |
| 21 | WealthShield Partners, LLC | $13,624 | 223 | Hold |
| 22 | FMR LLC | $916 | 15 | Hold |
| 23 | IFP Advisors, Inc | $183 | 3 | Hold |
| 24 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 25 | Select Equity Group, L.P. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31