Institutional Ownership
American Centy ETF Tr
CUSIP 025072695CORE MUNI FXD INAVMUQ1 2026
Institutional Holders
39
13F filers
Shares Held
2.02M
Aggregate institutional
Institutional Value
$91.14M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased15
Decreased12
Sold out4
Institutional Holders
39 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 846.1K | $38.75M | +41.6K | Added |
| 2 | Beaird Harris Wealth Management, LLC | 184.2K | $8.44M | −2.1K | Reduced |
| 3 | Plancorp, LLC | 144.8K | $6.68M | 0 | Held |
| 4 | Sax Wealth Advisors, LLC | 111.9K | $5.17M | 0 | Held |
| 5 | Commonwealth Equity Services, LLC | 81.3K | $3.72M | +142 | Added |
| 6 | Savant Capital, LLC | 71.5K | $3.27M | +987 | Added |
| 7 | Lpl Financial LLC | 69.4K | $3.18M | +980 | Added |
| 8 | Tortoise Investment Management, LLC | 63.6K | $2.91M | +26.0K | Added |
| 9 | Align Financial, LLC | 60.0K | $2.75M | −2.65M | Reduced |
| 10 | Visionary Wealth Advisors | 51.8K | $2.37M | +2.9K | Added |
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