Stock ownership · SEC 13F · Q4 2025
AMERICAN CENTY ETF TR
Institutional ownership of AMERICAN CENTY ETF TR (CUSIP 025072877) - who holds it, how concentrated it is, and what moved last quarter.
- $1.2M
- Reported value
- 3
- Institutions
- 100%
- Top-5 share
The verdict
3 institutions report $1.2M of AMERICAN CENTY ETF TR positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 3
- institutions hold it
- $1.2M
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 025072877 · Q4 2025 $1M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL
- VALUE-TRACE $1.2M
- HOLDERS-FOCUS 3 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 3 new
- BOOK-FULL 8Q history
Read with: Ownership concentration guide - AMERICAN CENTY ETF TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a AMERICAN CENTY ETF TR position has held steady from 3 to 3 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | OakTrust Wealth Advisors, LLC | 6,509 | $664K | 56.2% |
| 2 | Anchor Investment Management, LLC | 3,045 | $311K | 26.3% |
| 3 | Astoria Portfolio Advisors LLC. | 1,830 | $207K | 17.5% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among AMERICAN CENTY ETF TR's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (3)
Complete exits (9)
Frequently Asked Questions
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Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.