# AMERICAN CENTY ETF TR (AVDE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVDE/

- Reporting holders: 38
- Reported value: $713.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $132.7M | 1,472,875 | 1.9% | 8 |
| [Oak Root LLC](https://holderbook.com/funds/2027377-oak-root-llc/) | $128.6M | 1,427,068 | 14.2% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $97.3M | 1,087,395 | 1.2% | 21 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $71.1M | 789,054 | 3.7% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $53.3M | 591,192 | 4.6% | 27 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $33.2M | 370,785 | 3.8% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $32.1M | 356,653 | 2.1% | 27 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $30.2M | 335,109 | 10.8% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $17.7M | 196,955 | 0.1% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $17.2M | 190,450 | 4.8% | 7 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $17.0M | 188,089 | 6.9% | 7 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $15.5M | 171,952 | 4.9% | 3 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $12.9M | 143,051 | 4.1% | 12 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $10.1M | 111,541 | 2.6% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.9M | 99,148 | 0.3% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $6.4M | 71,327 | 0.2% | 18 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $5.1M | 56,824 | 3.2% | 6 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.4M | 49,137 | 0.4% | 17 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.5M | 38,523 | 0.4% | 4 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $2.8M | 31,457 | 0.4% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $2.7M | 29,547 | 0.6% | 21 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $2.3M | 25,472 | 0.5% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.5M | 16,687 | 0.2% | 9 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.5M | 16,265 | 0.2% | 3 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.3M | 14,150 | 0.6% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $713.8M |
| Q2 2026 | 732 | $15.4B |
| Q1 2026 | 673 | $13.2B |
| Q4 2025 | 614 | $10.5B |
| Q3 2025 | 514 | $8.2B |
| Q2 2025 | 499 | $6.3B |
| Q1 2025 | 433 | $5.0B |
| Q4 2024 | 414 | $4.4B |
| Q3 2024 | 345 | $4.3B |
| Q2 2024 | 331 | $4.0B |
| Q1 2024 | 318 | $3.5B |
| Q4 2023 | 304 | $3.1B |