# AMERICAN CENTY ETF TR (AVDV)

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

- Reporting holders: 39
- Reported value: $382.5M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $61.5M | 569,360 | 0.8% | 21 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $36.0M | 329,101 | 4.7% | 25 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $32.7M | 298,753 | 12.5% | 11 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $31.2M | 285,145 | 1.6% | 16 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $27.0M | 247,281 | 3.9% | 14 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $21.1M | 192,661 | 4.7% | 24 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $17.1M | 156,295 | 9.9% | 4 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $16.8M | 155,085 | 3.3% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.5M | 150,923 | 0.1% | 16 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $14.4M | 131,465 | 3.0% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $14.2M | 131,877 | 0.3% | 18 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $13.9M | 127,268 | 12.9% | 8 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $13.3M | 122,734 | 3.0% | 20 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $13.1M | 119,821 | 0.2% | 5 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $10.9M | 99,938 | 1.7% | 8 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $9.7M | 89,050 | 2.1% | 1 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $6.3M | 57,938 | 3.6% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $5.7M | 51,828 | 0.5% | 27 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $4.0M | 36,195 | 1.6% | 3 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $3.5M | 31,715 | 0.7% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.4M | 21,967 | 0.1% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.4M | 21,668 | 0.1% | 5 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.2M | 19,914 | 0.3% | 9 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.5M | 13,622 | 0.7% | 7 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $1.0M | 9,239 | 0.6% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $382.5M |
| Q2 2026 | 716 | $15.8B |
| Q1 2026 | 656 | $13.7B |
| Q4 2025 | 587 | $12.5B |
| Q3 2025 | 498 | $10.1B |
| Q2 2025 | 474 | $7.7B |
| Q1 2025 | 439 | $6.3B |
| Q4 2024 | 418 | $5.3B |
| Q3 2024 | 364 | $5.5B |
| Q2 2024 | 331 | $4.8B |
| Q1 2024 | 331 | $4.6B |
| Q4 2023 | 314 | $4.1B |