AMERICAN CENTY ETF TR (AVDE)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
704
Reporting holders
$14.6B
Reported value
0.0%
Held as options
+55
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $787.7M | 8,831,440 | 0.16% | 9q | -41.1%-$550.6M |
| AMERICAN CENTURY COMPANIES INC | $547.6M | 6,138,581 | 0.24% | 27q | +22.1%+$99.1M |
| LPL Financial LLC | $502.6M | 5,634,103 | 0.11% | 21q | +31.9%+$121.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $479.3M | 5,369,195 | 0.80% | 13q | +14.7%+$61.6M |
| ENVESTNET ASSET MANAGEMENT INC | $468.2M | 5,248,750 | 0.11% | 22q | +6.8%+$29.6M |
| MISSION WEALTH MANAGEMENT, LP | $459.3M | 5,149,175 | 5.61% | 3q | +51.1%+$155.3M |
| Corient Private Wealth LP | $405.9M | 4,550,183 | 0.26% | 15q | -9.0%-$40.1M |
| BANK OF AMERICA CORP /DE/ | $392.3M | 4,397,843 | 0.03% | 16q | +9.9%+$35.2M |
| MORGAN STANLEY | $391.4M | 4,388,303 | 0.02% | 23q | +13.9%+$47.9M |
| Bank of New York Mellon Corp | $388.6M | 4,356,688 | 0.06% | 14q | +440.7%+$316.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $370.0M | 4,148,065 | 0.20% | 21q | +17.2%+$54.2M |
| PNC Financial Services Group, Inc. | $291.4M | 3,267,330 | 0.14% | 9q | +5.5%+$15.3M |
| Rockwood Wealth Management, LLC | $282.4M | 3,165,871 | 17.85% | 19q | +5.2%+$14.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $260.4M | 2,919,800 | 1.95% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $257.4M | 2,886,060 | 0.04% | 18q | -20.6%-$66.7M |
| HighTower Advisors, LLC | $238.5M | 2,673,605 | 0.23% | 26q | +1.8%+$4.2M |
| MASECO LLP | $179.2M | 2,008,367 | 5.04% | 2q | +2.6%+$4.5M |
| Advance Capital Management, Inc. | $165.4M | 1,854,102 | 5.35% | 5q | +7.0%+$10.8M |
| RAYMOND JAMES FINANCIAL INC | $156.6M | 1,755,170 | 0.04% | 7q | +16.1%+$21.7M |
| UBS Group AG | $154.1M | 1,727,133 | 0.02% | 16q | +8.8%+$12.4M |
| HB Wealth Management, LLC | $151.0M | 1,693,261 | 0.85% | 14q | +1.7%+$2.5M |
| Modern Wealth Management, LLC | $137.6M | 1,542,262 | 1.64% | 7q | +90.6%+$65.4M |
| Annex Advisory Services, LLC | $134.2M | 1,504,548 | 2.29% | 11q | -3.3%-$4.6M |
| Gradient Investments LLC | $129.0M | 1,445,630 | 1.78% | 7q | +2.2%+$2.8M |
| Oak Root LLC | $127.3M | 1,427,068 | 14.05% | 11q | HELD |
| FIFTH THIRD BANCORP | $112.6M | 1,262,823 | 0.18% | 13q | +16.2%+$15.7M |
| Waverly Advisors, LLC | $109.0M | 1,222,477 | 0.63% | 13q | +41.4%+$31.9M |
| Financial Plan, Inc. | $107.8M | 1,209,058 | 10.23% | 3q | +1.9%+$2.0M |
| Focus Partners Wealth | $105.2M | 1,178,813 | 0.11% | 8q | -8.6%-$9.9M |
| GREENUP STREET WEALTH MANAGEMENT LLC | $94.5M | 1,058,929 | 11.50% | 19q | -2.5%-$2.5M |
| Parallel Advisors, LLC | $93.3M | 1,046,145 | 1.42% | 5q | +13.1%+$10.8M |
| GW HENSSLER & ASSOCIATES LTD | $91.9M | 1,030,458 | 4.09% | 3q | +2.3%+$2.1M |
| First National Trust Co | $90.1M | 1,009,714 | 3.06% | 4q | -0.7%-$661.8K |
| Diversified Portfolios, Inc. | $88.7M | 994,311 | 6.43% | 19q | +6.6%+$5.5M |
| Beacon Pointe Advisors, LLC | $82.6M | 926,373 | 0.38% | 4q | -0.9%-$712.9K |
| Werba Rubin Papier Wealth Management | $78.2M | 876,278 | 9.49% | 2q | +4.9%+$3.7M |
| Plancorp, LLC | $77.0M | 862,580 | 1.88% | 27q | HELD |
| &PARTNERS | $76.6M | 858,519 | 0.31% | 10q | +8.1%+$5.8M |
| Cerity Partners LLC | $75.5M | 846,764 | 0.09% | 7q | -1.3%-$957.5K |
| Apella Capital, LLC | $74.4M | 828,607 | 1.05% | 20q | +9.4%+$6.4M |
| CORRECT CAPITAL WEALTH MANAGEMENT | $72.2M | 809,847 | 12.45% | 11q | +1.5%+$1.0M |
| Simplicity Wealth,LLC | $71.0M | 795,696 | 2.40% | 6q | +22.8%+$13.2M |
| Savant Capital, LLC | $69.0M | 773,812 | 0.20% | 21q | +7.4%+$4.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $69.0M | 773,790 | 0.04% | 7q | +97.2%+$34.0M |
| ATWOOD & PALMER INC | $68.8M | 771,462 | 3.67% | 15q | +0.5%+$357.7K |
| JNBA Financial Advisors | $68.7M | 769,910 | 5.20% | 2q | +8.7%+$5.5M |
| ESL Trust Services, LLC | $66.7M | 748,227 | 11.38% | 17q | HELD |
| HUB Investment Partners, LLC | $65.7M | 736,719 | 1.18% | 3q | +8.1%+$4.9M |
| Cresset Asset Management, LLC | $64.6M | 723,784 | 0.23% | 13q | +6.9%+$4.2M |
| JSF Financial, LLC | $63.8M | 714,806 | 10.09% | 4q | +6.4%+$3.8M |
| CGN Advisors LLC | $62.0M | 694,974 | 4.53% | 22q | +12.6%+$6.9M |
| Creative Planning | $61.3M | 686,681 | 0.04% | 15q | +11.2%+$6.2M |
| Kestra Advisory Services, LLC | $60.8M | 681,091 | 0.20% | 15q | +14.5%+$7.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $57.5M | 644,212 | 0.07% | 26q | -11.7%-$7.6M |
| Bridgewater Advisors Inc. | $55.6M | 607,391 | 3.03% | 22q | +10.1%+$5.1M |
| BSW Wealth Partners | $53.5M | 599,240 | 5.94% | 11q | -2.3%-$1.3M |
| McLean Asset Management Corp | $53.4M | 585,863 | 7.06% | 18q | +7.7%+$3.8M |
| Versant Capital Management, Inc | $52.4M | 587,841 | 4.70% | 26q | HELD |
| HARBOUR INVESTMENTS, INC. | $52.4M | 587,109 | 0.71% | 4q | +8.0%+$3.9M |
| JPMORGAN CHASE & CO | $49.4M | 555,377 | 0.00% | 16q | +30.8%+$11.6M |
| JONES FINANCIAL COMPANIES LLLP | $49.1M | 554,433 | 0.02% | 11q | +24.6%+$9.7M |
| Foundations Investment Advisors, LLC | $47.3M | 529,917 | 0.49% | 14q | +8.2%+$3.6M |
| Family Investment Center, Inc. | $45.7M | 512,323 | 7.59% | 15q | +12.3%+$5.0M |
| EP Wealth Advisors, LLC | $45.0M | 504,383 | 0.17% | 3q | +288.6%+$33.4M |
| Legacy Financial Strategies, LLC | $43.1M | 483,677 | 6.68% | 3q | +2.9%+$1.2M |
| Zhang Financial LLC | $42.4M | 475,617 | 1.24% | 12q | +5.1%+$2.1M |
| Prime Capital Investment Advisors, LLC | $41.4M | 464,198 | 0.40% | 6q | +26.7%+$8.7M |
| Quantum Financial Advisors, LLC | $41.3M | 463,319 | 4.09% | 17q | +1.4%+$574.2K |
| CVA Family Office, LLC | $40.8M | 457,745 | 3.70% | 16q | +6.5%+$2.5M |
| Rockefeller Capital Management L.P. | $40.1M | 449,387 | 0.06% | 13q | +3.1%+$1.2M |
| HORAN Wealth, LLC | $38.0M | 426,053 | 3.10% | 5q | +47.1%+$12.2M |
| Visionary Wealth Advisors | $37.5M | 420,371 | 1.48% | 14q | +52.7%+$12.9M |
| ROYAL BANK OF CANADA | $37.5M | 419,960 | 0.01% | 25q | +22.1%+$6.8M |
| Focus Partners Advisor Solutions, LLC | $37.0M | 414,689 | 0.31% | 12q | +11.4%+$3.8M |
| Pacific Life Fund Advisors LLC | $36.6M | 410,408 | 4.02% | 15q | -2.7%-$1.0M |
| Highland Financial Advisors, LLC | $36.1M | 405,093 | 7.95% | 17q | +66.2%+$14.4M |
| IAM Advisory, LLC | $35.5M | 398,427 | 6.92% | 14q | HELD |
| Perkins Coie Trust Co | $34.1M | 382,790 | 5.66% | 2q | +10279.3%+$33.8M |
| Compass Ion Advisors, LLC | $33.0M | 370,077 | 2.85% | 4q | +1.9%+$619.8K |
| Modera Wealth Management, LLC | $32.8M | 367,306 | 0.35% | 7q | -2.7%-$920.0K |
| Financial Enhancement Group LLC | $31.8M | 356,732 | 3.79% | 7q | +9.2%+$2.7M |
| Strategic Blueprint, LLC | $31.7M | 355,855 | 1.59% | 19q | +1.0%+$329.2K |
| OSAIC HOLDINGS, INC. | $31.7M | 354,773 | 0.04% | 17q | +39.1%+$8.9M |
| WCG Wealth Advisors LLC | $31.6M | 353,800 | 0.75% | 12q | +4.3%+$1.3M |
| Kelman-Lazarov, Inc. | $31.4M | 352,258 | 4.12% | 15q | -0.6%-$193.8K |
| SEARCY FINANCIAL SERVICES INC /ADV | $30.5M | 341,527 | 10.22% | 2q | -0.5%-$157.4K |
| Symphony Financial, Ltd. Co. | $29.9M | 335,841 | 3.27% | 16q | +9.8%+$2.7M |
| SC&H Financial Advisors, Inc. | $29.6M | 332,244 | 3.93% | 19q | HELD |
| CARDIFF PARK ADVISORS, LLC | $29.5M | 330,466 | 2.29% | 19q | +2.6%+$741.3K |
| Krilogy Financial LLC | $29.3M | 328,620 | 0.87% | 18q | +2.2%+$626.3K |
| 55 North Private Wealth, LLC | $29.1M | 326,631 | 5.73% | 3q | +11.9%+$3.1M |
| ACT Advisors, LLC. | $29.0M | 324,608 | 9.63% | 5q | +3.9%+$1.1M |
| Echo Wealth Management, LLC | $28.7M | 321,389 | 14.63% | 15q | +8.5%+$2.2M |
| Yardley Wealth Management LLC | $28.5M | 319,168 | 12.93% | 8q | +4.7%+$1.3M |
| B&D White Capital Company, LLC | $28.2M | 315,797 | 2.80% | 8q | +2.7%+$730.1K |
| OneDigital Investment Advisors LLC | $28.1M | 314,914 | 0.24% | 23q | +0.8%+$214.1K |
| HTG Investment Advisors, Inc. | $27.4M | 306,872 | 7.02% | 15q | +7.4%+$1.9M |
| GRAND WEALTH MANAGEMENT, LLC | $26.6M | 298,688 | 11.10% | 19q | +11.1%+$2.7M |
| Oak Wealth Advisors LLC | $26.6M | 298,639 | 12.78% | 7q | +0.9%+$243.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $26.6M | 298,615 | 7.94% | 15q | HELD |
Showing the largest 100 of 727 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 704 | $14.6B | 163,955,238 | 77 | 364 | 143 | 0.0% |
| Q1 2026 | 649 | $13.0B | 153,873,226 | 74 | 297 | 143 | 0.0% |
| Q4 2025 | 589 | $10.3B | 125,941,347 | 73 | 263 | 120 | 0.0% |
| Q3 2025 | 497 | $7.9B | 100,246,211 | 50 | 209 | 112 | 0.0% |
| Q2 2025 | 479 | $6.1B | 81,782,213 | 72 | 216 | 113 | 0.0% |
| Q1 2025 | 415 | $4.8B | 73,175,850 | 41 | 193 | 105 | 0.0% |
| Q4 2024 | 396 | $4.2B | 68,390,130 | 52 | 177 | 70 | 0.0% |
| Q3 2024 | 327 | $4.0B | 60,336,508 | 26 | 160 | 72 | 0.0% |
| Q2 2024 | 310 | $3.5B | 55,839,328 | 24 | 142 | 74 | 0.0% |
| Q1 2024 | 297 | $3.3B | 52,139,516 | 27 | 137 | 79 | 0.0% |
| Q4 2023 | 283 | $3.0B | 48,984,631 | 37 | 133 | 41 | 0.0% |
| Q3 2023 | 224 | $2.2B | 40,196,640 | 18 | 113 | 49 | 0.0% |
| Q2 2023 | 213 | $2.2B | 38,567,334 | 16 | 119 | 43 | 0.0% |
| Q1 2023 | 203 | $1.8B | 32,093,702 | 27 | 104 | 43 | 0.1% |
| Q4 2022 | 179 | $1.6B | 29,770,980 | 33 | 79 | 32 | 0.0% |
| Q3 2022 | 155 | $998.7M | 21,809,454 | 22 | 88 | 26 | 0.0% |
| Q2 2022 | 148 | $950.0M | 18,618,718 | 27 | 77 | 26 | 0.0% |
| Q1 2022 | 134 | $838.4M | 13,896,912 | 29 | 70 | 14 | 0.0% |
| Q4 2021 | 109 | $766.4M | 12,101,629 | 21 | 47 | 9 | 0.0% |
| Q3 2021 | 71 | $574.4M | 9,182,356 | 12 | 39 | 10 | 0.0% |
| Q2 2021 | 63 | $552.6M | 8,765,404 | 18 | 35 | 2 | 0.0% |
| Q1 2021 | 45 | $399.4M | 6,597,395 | 9 | 24 | 2 | 0.0% |
| Q4 2020 | 39 | $358.0M | 6,237,544 | 12 | 15 | 5 | 0.0% |
| Q3 2020 | 26 | $174.2M | 3,535,631 | 5 | 9 | 5 | 0.0% |
| Q2 2020 | 21 | $160.6M | 3,457,851 | 6 | 8 | 6 | 0.0% |
| Q1 2020 | 16 | $132.9M | 3,344,893 | 9 | 6 | 1 | 0.0% |
| Q4 2019 | 8 | $90.3M | 1,679,741 | 7 | 1 | 0 | 0.0% |
| Q3 2019 | 4 | $10.0M | 200,000 | 4 | 0 | 0 | 0.0% |