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American Centy ETF TR Quality Prefer

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares2,488 from 3,029
Change-541 (-18%)
Value$88.8K (-$18.2K)
Filed 2026-02-06
Envestnet Asset Management Inc
CLOSED
Shares0 from 533,523
Change-533,523 (-100%)
Value$0 (-$18.9M)
Filed 2025-11-05
L2 Asset Management, LLC
CLOSED
Shares0 from 134,294
Change-134,294 (-100%)
Value$0 (-$4.7M)
Filed 2025-11-14
Paulson Wealth Management Inc.
CLOSED
Shares0 from 130,654
Change-130,654 (-100%)
Value$0 (-$4.6M)
Filed 2025-11-03
Janney Montgomery Scott LLC
CLOSED
Shares0 from 100,762
Change-100,762 (-100%)
Value$0 (-$3.6K)
Filed 2025-10-27
MML Investors Services, LLC
CLOSED
Shares0 from 77,694
Change-77,694 (-100%)
Value$0 (-$2.7K)
Filed 2025-11-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 58,456
Change-58,456 (-100%)
Value$0 (-$2.1K)
Filed 2025-10-22
LPL Financial LLC
CLOSED
Shares0 from 50,818
Change-50,818 (-100%)
Value$0 (-$1.8M)
Filed 2025-11-12
Partners Wealth Management, LLC
CLOSED
Shares0 from 40,916
Change-40,916 (-100%)
Value$0 (-$1.4M)
Filed 2025-10-29
Capital Square, LLC
CLOSED
Shares0 from 30,619
Change-30,619 (-100%)
Value$0 (-$1.1M)
Filed 2025-11-21
OxenFree Capital LLC
CLOSED
Shares0 from 29,529
Change-29,529 (-100%)
Value$0 (-$1.0M)
Filed 2025-10-09
Citadel Advisors LLC
CLOSED
Shares0 from 28,160
Change-28,160 (-100%)
Value$0 (-$995.6K)
Filed 2025-11-14
Camarda Financial Advisors, LLC
CLOSED
Shares0 from 27,470
Change-27,470 (-100%)
Value$0 (-$971.2K)
Filed 2025-11-14
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 17,300
Change-17,300 (-100%)
Value$0 (-$611.6K)
Filed 2025-11-10
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 15,137
Change-15,137 (-100%)
Value$0 (-$539.5K)
Filed 2025-10-29
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 14,750
Change-14,750 (-100%)
Value$0 (-$521.5K)
Filed 2025-11-05
UBS Group AG
CLOSED
Shares0 from 13,915
Change-13,915 (-100%)
Value$0 (-$492.0K)
Filed 2025-11-13
KWB Wealth
CLOSED
Shares0 from 12,282
Change-12,282 (-100%)
Value$0 (-$434.5K)
Filed 2025-10-08
Kavar Capital Partners Group, LLC
CLOSED
Shares0 from 11,790
Change-11,790 (-100%)
Value$0 (-$416.8K)
Filed 2025-10-17
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 11,743
Change-11,743 (-100%)
Value$0 (-$415)
Filed 2025-11-12
Core Wealth Advisors, Inc.
CLOSED
Shares0 from 11,573
Change-11,573 (-100%)
Value$0 (-$409.1K)
Filed 2025-11-14
Aire Advisors, LLC
CLOSED
Shares0 from 10,916
Change-10,916 (-100%)
Value$0 (-$385.9K)
Filed 2025-11-10
Weaver Consulting Group
CLOSED
Shares0 from 9,430
Change-9,430 (-100%)
Value$0 (-$333.4K)
Filed 2025-11-12
U.S. Capital Wealth Advisors, LLC
CLOSED
Shares0 from 8,113
Change-8,113 (-100%)
Value$0 (-$286.8K)
Filed 2025-10-09
Ameriprise Financial Inc
CLOSED
Shares0 from 7,899
Change-7,899 (-100%)
Value$0 (-$279.3K)
Filed 2025-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 7,405
Change-7,405 (-100%)
Value$0 (-$261.8K)
Filed 2025-11-14
AE Wealth Management LLC
CLOSED
Shares0 from 4,145
Change-4,145 (-100%)
Value$0 (-$146.5K)
Filed 2025-11-03
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$88.9K)
Filed 2025-10-22
Allworth Financial LP
CLOSED
Shares0 from 2,504
Change-2,504 (-100%)
Value$0 (-$88.5K)
Filed 2025-12-02
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$39.8K)
Filed 2025-10-14
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$11)
Filed 2025-11-04
Osaic Holdings, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$4.5K)
Filed 2025-11-14
AlphaCore Capital LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.5K)
Filed 2025-11-12
Raymond James Financial Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.8K)
Filed 2025-11-14
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$45)
Filed 2026-05-27
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
IFP Advisors, Inc
DECREASED2,4883,029-541-18%$107.1K$88.8K-$18.2K2026-02-06
Envestnet Asset Management Inc
CLOSED0533,523-533,523-100%$18.9M$0-$18.9M2025-11-05
L2 Asset Management, LLC
CLOSED0134,294-134,294-100%$4.7M$0-$4.7M2025-11-14
Paulson Wealth Management Inc.
CLOSED0130,654-130,654-100%$4.6M$0-$4.6M2025-11-03
Janney Montgomery Scott LLC
CLOSED0100,762-100,762-100%$3.6K$0-$3.6K2025-10-27
MML Investors Services, LLC
CLOSED077,694-77,694-100%$2.7K$0-$2.7K2025-11-14
Commonwealth Equity Services, LLC
CLOSED058,456-58,456-100%$2.1K$0-$2.1K2025-10-22
LPL Financial LLC
CLOSED050,818-50,818-100%$1.8M$0-$1.8M2025-11-12
Partners Wealth Management, LLC
CLOSED040,916-40,916-100%$1.4M$0-$1.4M2025-10-29
Capital Square, LLC
CLOSED030,619-30,619-100%$1.1M$0-$1.1M2025-11-21
OxenFree Capital LLC
CLOSED029,529-29,529-100%$1.0M$0-$1.0M2025-10-09
Citadel Advisors LLC
CLOSED028,160-28,160-100%$995.6K$0-$995.6K2025-11-14
Camarda Financial Advisors, LLC
CLOSED027,470-27,470-100%$971.2K$0-$971.2K2025-11-14
OneDigital Investment Advisors LLC
CLOSED017,300-17,300-100%$611.6K$0-$611.6K2025-11-10
Wealth Enhancement Advisory Services, LLC
CLOSED015,137-15,137-100%$539.5K$0-$539.5K2025-10-29
J.W. Cole Advisors, Inc.
CLOSED014,750-14,750-100%$521.5K$0-$521.5K2025-11-05
UBS Group AG
CLOSED013,915-13,915-100%$492.0K$0-$492.0K2025-11-13
KWB Wealth
CLOSED012,282-12,282-100%$434.5K$0-$434.5K2025-10-08
Kavar Capital Partners Group, LLC
CLOSED011,790-11,790-100%$416.8K$0-$416.8K2025-10-17
Cambridge Investment Research Advisors, Inc.
CLOSED011,743-11,743-100%$415$0-$4152025-11-12
Core Wealth Advisors, Inc.
CLOSED011,573-11,573-100%$409.1K$0-$409.1K2025-11-14
Aire Advisors, LLC
CLOSED010,916-10,916-100%$385.9K$0-$385.9K2025-11-10
Weaver Consulting Group
CLOSED09,430-9,430-100%$333.4K$0-$333.4K2025-11-12
U.S. Capital Wealth Advisors, LLC
CLOSED08,113-8,113-100%$286.8K$0-$286.8K2025-10-09
Ameriprise Financial Inc
CLOSED07,899-7,899-100%$279.3K$0-$279.3K2025-11-14
Susquehanna International Group, LLP
CLOSED07,405-7,405-100%$261.8K$0-$261.8K2025-11-14
AE Wealth Management LLC
CLOSED04,145-4,145-100%$146.5K$0-$146.5K2025-11-03
Investment Research & Advisory Group, Inc.
CLOSED02,515-2,515-100%$88.9K$0-$88.9K2025-10-22
Allworth Financial LP
CLOSED02,504-2,504-100%$88.5K$0-$88.5K2025-12-02
Farther Finance Advisors, LLC
CLOSED01,125-1,125-100%$39.8K$0-$39.8K2025-10-14
Hazlett, Burt & Watson, Inc.
CLOSED0300-300-100%$11$0-$112025-11-04
Osaic Holdings, Inc.
CLOSED0125-125-100%$4.5K$0-$4.5K2025-11-14
AlphaCore Capital LLC
CLOSED0100-100-100%$3.5K$0-$3.5K2025-11-12
Raymond James Financial Inc
CLOSED050-50-100%$1.8K$0-$1.8K2025-11-14
Morgan Stanley
CLOSED01-1-100%$45$0-$452026-05-27
Proequities, Inc.
N/A—00—$0———
Showing 36 of 36 institutions