14 institutions reported holding $20.3M of AMERICAN CENTY ETF TR (MUSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($12.3M), Gerald Baker Financial Group LLC ($4.4M), Fortis Group Advisors, LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($667,950), Goldstein Advisors, LLC ($353,470). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 282,176 | Added |
| 2 | Gerald Baker Financial Group LLC | $4.4M | 101,710 | Added |
| 3 | Fortis Group Advisors, LLC | $1.3M | 29,457 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $667,950 | 15,274 | Trimmed |
| 5 | Goldstein Advisors, LLC | $353,470 | 8,083 | Added |
| 6 | BENJAMIN EDWARDS INC | $341,616 | 7,813 | Added |
| 7 | Slagle Financial, LLC | $275,230 | 6,294 | Added |
| 8 | Kestra Advisory Services, LLC | $272,512 | 6,232 | Added |
| 9 | JM2 Capital Inc. | $209,378 | 4,788 | Added |
| 10 | IFP Advisors, Inc | $30,086 | 688 | Hold |
| 11 | Oakmont Advisory Group, LLC | $26,594 | 608 | New |
| 12 | FAS Wealth Partners, Inc. | $7,128 | 163 | Trimmed |
| 13 | Versant Capital Management, Inc | $700 | 16 | Hold |
| 14 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30