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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 025072794

AMERICAN CENTY ETF TR

68 institutions · $268.2M total · 3,647,281 shares

#ManagerSharesValue% of TotalPeriod
1AMERICAN CENTURY COMPANIES INC1,010,679$76.6M27.71%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC624,658$47.3M17.12%2025-12-31
3Creative Planning532,405$40.3M14.59%2025-12-31
4Core Wealth Advisors, Inc.135,634$9.5M3.71%2025-06-30
5ERn Financial, LLC153,896$8.8M4.21%2023-12-31
6Midwestern Financial, LLC /IA111,760$8.5M3.06%2025-12-31
7Networth Advisors, LLC96,943$7.3M2.65%2025-12-31
8CPA Asset Management LLC92,566$7.0M2.53%2025-12-31
9Bedel Financial Consulting, Inc.82,767$6.3M2.26%2025-12-31
10COMMONWEALTH EQUITY SERVICES, LLC66,220$5.0M1.81%2025-12-31
11MML INVESTORS SERVICES, LLC54,494$4.1M1.49%2025-12-31
12CREATIVE FINANCIAL DESIGNS INC /ADV53,754$4.1M1.47%2025-12-31
13AE Wealth Management LLC53,495$4.1M1.46%2025-12-31
14NewEdge Advisors, LLC53,400$4.0M1.46%2025-12-31
15Sunpointe, LLC49,825$3.8M1.36%2025-12-31
16BEDEL FINANCIAL CONSULTING INC63,122$3.6M1.73%2023-12-31
17SkyOak Wealth, LLC41,866$3.2M1.14%2025-12-31
18WELLS FARGO & COMPANY/MN41,798$3.2M1.14%2025-12-31
19Pine Valley Investments Ltd Liability Co34,606$2.6M0.94%2025-12-31
20BANK OF AMERICA CORP /DE/30,425$2.3M0.83%2025-12-31
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO39,600$1.9M1.08%2025-12-31
22SUSQUEHANNA INTERNATIONAL GROUP, LLP20,711$1.5M0.56%2025-09-30
23Allen Capital Group, LLC17,931$1.4M0.49%2025-12-31
24UBS Group AG12,190$923.6K0.33%2025-12-31
25CITADEL ADVISORS LLC11,856$827.4K0.32%2025-06-30
26LPL Financial LLC10,280$778.9K0.28%2025-12-31
27Dominguez Wealth Management Solutions, Inc.8,386$635.4K0.22%2025-12-31
28ORRSTOWN FINANCIAL SERVICES INC7,425$562.6K0.20%2025-12-31
29J.W. COLE ADVISORS, INC.8,577$557.2K0.23%2024-03-31
30Cosner Financial Group, LLC9,464$539.0K0.25%2023-12-31
31EP Wealth Advisors, LLC7,100$538.0K0.19%2025-12-31
32DAVENPORT & Co LLC6,112$463.1K0.16%2025-12-31
33Park Square Financial Group, LLC5,448$380.2K0.14%2025-06-30
34GOLDMAN SACHS GROUP INC5,181$361.6K0.14%2025-06-30
35Beacon Financial Advisory LLC5,734$358.6K0.15%2024-06-30
36Peak Planning Group, LLC4,518$342.3K0.12%2025-12-31
37CIC Wealth, LLC5,577$333.1K0.15%2023-09-30
38SYNOVUS FINANCIAL CORP5,302$302.0K0.14%2023-12-31
39SIGNATUREFD, LLC3,938$298.4K0.10%2025-12-31
40Cetera Investment Advisers3,800$288.0K0.10%2025-12-31
41StrongBox Wealth, LLC4,379$267.7K0.12%2024-03-31
42Legacy Wealth Partners, LLC3,485$264.1K0.09%2025-12-31
43Claro Advisors LLC3,774$263.8K0.10%2025-03-31
44Signature Wealth Management Group3,419$259.0K0.09%2025-12-31
45Resources Investment Advisors, LLC.3,419$259.0K0.09%2025-12-31
46RAYMOND JAMES FINANCIAL INC3,142$238.1K0.08%2025-12-31
47Lloyd Advisory Services, LLC.3,123$236.7K0.08%2025-12-31
48Investment Advisory Group, LLC3,100$234.9K0.08%2025-12-31
49Aveo Capital Partners, LLC3,471$231.7K0.09%2024-12-31
50Financial Advocates Investment Management2,929$216.0K0.08%2025-09-30
51AVANTAX ADVISORY SERVICES, INC.3,389$211.9K0.09%2024-06-30
52ADVISOR GROUP HOLDINGS, INC.2,356$178.5K0.06%2025-12-31
53CENTRAL TRUST Co1,957$148.3K0.05%2025-12-31
54Kestra Advisory Services, LLC1,587$120.2K0.04%2025-12-31
55MORGAN STANLEY1,223$92.7K0.03%2025-12-31
56Royal Bank of Canada570$43.0K0.01%2025-12-31
57Kingdom Financial Group LLC.529$40.1K0.01%2025-12-31
58Farther Finance Advisors, LLC474$35.9K0.01%2025-12-31
59Steward Partners Investment Advisory, LLC480$28.2K0.01%2023-03-31
60FMR LLC282$21.4K0.00%2025-12-31
61WealthPLAN Partners, LLC248$14.8K0.00%2023-09-30
62Private Wealth Asset Management, LLC103$7.8K0.00%2025-12-31
63First Heartland Consultants, Inc.10,321$6450.28%2024-06-30
64Van Hulzen Asset Management, LLC9$6010.00%2024-12-31
65Cambridge Investment Research Advisors, Inc.4,189$3090.11%2025-09-30
66Rockefeller Capital Management L.P.1,300$760.03%2023-03-31
67CWM, LLC580$360.01%2024-06-30
68CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
AMERICAN CENTY ETF TR (CUSIP 025072794) — 13F... | Cayman Journal | Cayman Journal