AMERICAN CENTY ETF TR (AVDS)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
64
Reporting holders
$238.4M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Vinva Investment Management Ltd | $73.2M | 974,709 | 0.49% | new | NEW |
| True North Advisors, LLC | $33.8M | 449,544 | 3.23% | 3q | +9.9%+$3.0M |
| AMERICAN CENTURY COMPANIES INC | $23.0M | 306,235 | 0.01% | 12q | +21.0%+$4.0M |
| Freedom Investment Management, Inc. | $15.8M | 209,678 | 4.39% | 8q | +2.2%+$338.3K |
| ENVESTNET ASSET MANAGEMENT INC | $13.4M | 178,264 | 0.00% | 11q | +11.0%+$1.3M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $9.5M | 125,642 | 1.78% | 2q | +5.0%+$448.9K |
| Cornerstone Wealth Partners, LLC | $6.7M | 89,637 | 3.14% | 3q | +13.7%+$815.2K |
| Simplicity Wealth,LLC | $6.7M | 89,311 | 0.23% | 6q | +4.3%+$277.0K |
| Nvest Wealth Strategies, Inc. | $4.5M | 59,263 | 2.79% | 2q | +5.6%+$236.8K |
| OneDigital Investment Advisors LLC | $4.1M | 54,374 | 0.03% | 5q | +1.2%+$47.1K |
| Integrated Wealth Concepts LLC | $3.8M | 50,891 | 0.02% | 5q | +2.5%+$94.1K |
| Kelman-Lazarov, Inc. | $3.7M | 48,834 | 0.48% | 8q | -1.1%-$39.4K |
| JANE STREET GROUP, LLC | $3.7M | 48,558 | 0.00% | 2q | +52.0%+$1.2M |
| BOYUM WEALTH ARCHITECTS LLC | $3.5M | 46,214 | 1.38% | 2q | +6.5%+$213.1K |
| MML INVESTORS SERVICES, LLC | $3.1M | 41,623 | 0.01% | 11q | +16.9%+$453.4K |
| Mariner, LLC | $2.5M | 33,111 | 0.00% | 2q | +92.5%+$1.2M |
| LAM GROUP, INC. | $1.8M | 23,860 | 0.89% | 12q | +14.2%+$222.8K |
| LPL Financial LLC | $1.7M | 23,198 | 0.00% | 3q | +198.4%+$1.2M |
| CoreCap Advisors, LLC | $1.7M | 22,230 | 0.05% | 6q | +18.3%+$258.5K |
| Plancorp, LLC | $1.5M | 19,453 | 0.04% | 12q | +19.2%+$234.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 18,885 | 0.00% | 3q | -31.1%-$642.5K |
| Evanson Financial, LLC | $1.3M | 17,263 | 0.06% | new | FIRST |
| MONECO ADVISORS, LLC | $1.2M | 16,166 | 0.07% | new | NEW |
| ENDEAVOR PRIVATE WEALTH, INC. | $1.2M | 16,098 | 0.29% | 7q | +2.6%+$30.6K |
| Atlanta Consulting Group Advisors, LLC | $1.2M | 15,499 | 0.18% | 4q | +10.2%+$107.8K |
| Ameritas Advisory Services, LLC | $1.1M | 14,757 | 0.02% | new | NEW |
| DIXON FNANCIAL SERVICES, INC. | $1.1M | 14,540 | 0.44% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,111 | 0.00% | 6q | +9.2%+$89.8K |
| Three Arch Wealth Management LLC | $976.5K | 12,975 | 0.15% | 3q | HELD |
| Farther Finance Advisors, LLC | $962.4K | 12,787 | 0.01% | 10q | -5.9%-$60.1K |
| Ariadne Wealth Management, LP | $916.8K | 12,182 | 0.41% | 9q | -0.5%-$4.7K |
| Werba Rubin Papier Wealth Management | $735.1K | 9,768 | 0.09% | 2q | -1.8%-$13.3K |
| Breakwater Capital Group | $684.1K | 9,090 | 0.08% | 5q | +9.7%+$60.7K |
| WorthPointe, LLC | $644.7K | 8,566 | 0.16% | 3q | +20.5%+$109.5K |
| Summit Financial, LLC | $566.2K | 7,523 | 0.01% | 4q | +2.6%+$14.4K |
| CARDIFF PARK ADVISORS, LLC | $536.4K | 7,128 | 0.04% | 11q | HELD |
| Ruedi Wealth Management, Inc. | $509.2K | 6,766 | 0.12% | 5q | HELD |
| IFP Advisors, Inc | $443.6K | 5,894 | 0.01% | 2q | +36.1%+$117.7K |
| Integrity Wealth Solutions LLC | $404.4K | 5,373 | 0.15% | 6q | +6.2%+$23.6K |
| MORGAN STANLEY | $387.1K | 5,143 | 0.00% | new | NEW |
| ANDERSON HOAGLAND & CO | $372.6K | 4,950 | 0.03% | 2q | +1.1%+$4.1K |
| B&D White Capital Company, LLC | $368.1K | 4,891 | 0.04% | 3q | +1.1%+$4.0K |
| Kestra Advisory Services, LLC | $362.7K | 4,820 | 0.00% | 3q | +14.9%+$47.0K |
| Modera Wealth Management, LLC | $352.8K | 4,688 | 0.00% | new | NEW |
| Factor Wealth Management LTD | $299.7K | 3,982 | 0.05% | 4q | +1.1%+$3.3K |
| Haven Private, LLC | $289.2K | 3,843 | 0.11% | 7q | HELD |
| Tillman Hartley LLC | $273.1K | 3,628 | 0.06% | 4q | HELD |
| Hardin Capital Partners, LLC | $234.2K | 3,109 | 0.11% | 2q | +7.8%+$17.0K |
| Lionshead Wealth Management, LLC | $224.6K | 2,984 | 0.15% | 5q | -0.6%-$1.4K |
| ATWOOD & PALMER INC | $128.4K | 1,706 | 0.01% | 9q | HELD |
| Dogwood Wealth Management LLC | $117.5K | 1,561 | 0.05% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $113.7K | 1,510 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $99.3K | 1,320 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $66.6K | 885 | 0.00% | new | NEW |
| Harbor Asset Planning, Inc. | $17.1K | 227 | 0.01% | 3q | +0.9% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $16.9K | 225 | 0.00% | 4q | HELD |
| Allworth Financial LP | $14.1K | 188 | 0.00% | 7q | HELD |
| REAP Financial Group, LLC | $11.0K | 146 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $10.9K | 145 | 0.00% | 4q | +70.6%+$4.5K |
| PARK AVENUE SECURITIES LLC | $8.1K | 107,695 | 0.05% | 6q | +14.1%+$1.0K |
| HARBOR INVESTMENT ADVISORY, LLC | $7.2K | 96 | 0.00% | 2q | +74.5%+$3.1K |
| Global Retirement Partners, LLC | $6.8K | 90 | 0.00% | 6q | HELD |
| UMB Bank, n.a. | $5.5K | 73 | 0.00% | new | NEW |
| Strategic Wealth Partners, Ltd. | $1.8K | 24 | 0.00% | 4q | -40.0%-$1.2K |
| Trust Co | $1.6K | 21 | 0.00% | 2q | HELD |
| Cloud Capital Management, LLC | $1.1K | 14,998 | 0.41% | 6q | +13.4% |
| Colorado Capital Management, Inc. | $750 | 9,966 | 0.26% | 7q | +6.2% |
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 | 64 | $238.4M | 3,170,255 | 10 | 34 | 7 | 0.0% |
| Q1 2026 | 60 | $152.5M | 2,117,631 | 15 | 24 | 8 | 0.0% |
| Q4 2025 | 48 | $83.3M | 1,192,136 | 11 | 19 | 7 | 0.0% |
| Q3 2025 | 38 | $71.0M | 1,052,019 | 11 | 9 | 10 | 0.0% |
| Q2 2025 | 26 | $62.6M | 1,003,533 | 5 | 14 | 4 | 0.0% |
| Q1 2025 | 21 | $45.5M | 834,344 | 3 | 9 | 3 | 0.0% |
| Q4 2024 | 23 | $36.4M | 697,659 | 2 | 9 | 5 | 0.0% |
| Q3 2024 | 20 | $34.1M | 605,227 | 7 | 8 | 1 | 0.0% |
| Q2 2024 | 14 | $12.4M | 238,506 | 1 | 6 | 3 | 0.0% |
| Q1 2024 | 13 | $14.8M | 278,462 | 4 | 9 | 0 | 0.0% |
| Q4 2023 | 10 | $9.3M | 179,722 | 5 | 5 | 0 | 0.0% |
| Q3 2023 | 6 | $4.1M | 86,375 | 6 | 0 | 0 | 0.0% |