Who Owns AMERICAN CENTY ETF TR (MID)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $80.9M 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), MML INVESTORS SERVICES, LLC ($2.8M), Peak Planning Group, LLC ($2.2M). 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 | MML INVESTORS SERVICES, LLC | $2.8M | 40,654 | Added |
| 5 | Peak Planning Group, LLC | $2.2M | 31,538 | Added |
| 6 | LPL Financial LLC | $1.1M | 15,754 | Added |
| 7 | TRUIST FINANCIAL CORP | $567,875 | 8,260 | Added |
| 8 | Orion Porfolio Solutions, LLC | $550,600 | 8,009 | Added |
| 9 | OSAIC HOLDINGS, INC. | $490,710 | 7,138 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $302,000 | 4,393 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $276,860 | 4,027 | Trimmed |
| 12 | RIDGECREST WEALTH PARTNERS, LLC | $275,000 | 4,000 | Hold |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274,381 | 3,991 | New |
| 14 | MORGAN STANLEY | $267,200 | 3,886 | Added |
| 15 | Cetera Investment Advisers | $252,243 | 3,669 | Hold |
| 16 | NATURAL INVESTMENTS, LLC | $226,000 | 3,292 | New |
| 17 | HARBOUR INVESTMENTS, INC. | $111,994 | 1,629 | Added |
| 18 | JPMORGAN CHASE & CO | $69,001 | 1,017 | Added |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $19,594 | 285 | Hold |
| 20 | UBS Group AG | $17,875 | 260 | New |
| 21 | Farther Finance Advisors, LLC | $15,331 | 223 | New |
| 22 | Silver Grove Financial Group, Inc. | $4,950 | 72 | New |
| 23 | FMR LLC | $1,031 | 15 | Hold |
| 24 | Institute for Wealth Management, LLC. | $691 | 10 | New |
| 25 | IFP Advisors, Inc | $206 | 3 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30