# AMERICAN CENTY ETF TR (AVEE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVEE/

- Reporting holders: 30
- Reported value: $80.3M
- 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 |
|---|---|---|---|---|
| [AMERICAN CENTURY COMPANIES INC](https://holderbook.com/funds/748054-american-century-companies-inc/) | $22.2M | 320,717 | 0.0% | 11 |
| [Tortoise Investment Management, LLC](https://holderbook.com/funds/1599511-tortoise-investment-management-llc/) | $12.8M | 184,695 | 1.0% | 8 |
| [Index Fund Advisors, Inc.](https://holderbook.com/funds/1665097-index-fund-advisors-inc/) | $10.8M | 155,463 | 0.4% | 8 |
| [Cornerstone Wealth Partners, LLC](https://holderbook.com/funds/2109292-cornerstone-wealth-partners-llc/) | $8.7M | 126,209 | 4.1% | 3 |
| [Timonier Family Office, LTD.](https://holderbook.com/funds/2038170-timonier-family-office-ltd/) | $5.7M | 82,404 | 1.6% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $3.0M | 43,555 | 0.0% | 3 |
| [Richard P Slaughter Associates Inc](https://holderbook.com/funds/1811783-richard-p-slaughter-associates-inc/) | $2.2M | 31,618 | 0.4% | 1 |
| [Ariadne Wealth Management, LP](https://holderbook.com/funds/2034793-ariadne-wealth-management-lp/) | $1.9M | 26,831 | 0.8% | 9 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $1.5M | 20,930 | 0.0% | 2 |
| [VISTA CAPITAL PARTNERS, INC.](https://holderbook.com/funds/1486946-vista-capital-partners-inc/) | $1.4M | 19,926 | 0.1% | 5 |
| [ARK & TLK INVESTMENTS, LLC](https://holderbook.com/funds/2013188-ark-tlk-investments-llc/) | $1.3M | 19,253 | 0.3% | 4 |
| [Cypress Point Wealth Management, LLC](https://holderbook.com/funds/1825611-cypress-point-wealth-management-llc/) | $1.3M | 18,648 | 0.3% | 10 |
| [Avior Wealth Management, LLC](https://holderbook.com/funds/1599868-avior-wealth-management-llc/) | $1.1M | 15,259 | 0.0% | 6 |
| [Cloud Capital Management, LLC](https://holderbook.com/funds/2060492-cloud-capital-management-llc/) | $817.0K | 11,791 | 0.3% | 6 |
| [Three Arch Wealth Management LLC](https://holderbook.com/funds/2109462-three-arch-wealth-management-llc/) | $814.1K | 11,743 | 0.1% | 3 |
| [ERn Financial, LLC](https://holderbook.com/funds/1768302-ern-financial-llc/) | $749.2K | 10,807 | 0.1% | 5 |
| [LAM GROUP, INC.](https://holderbook.com/funds/1961944-lam-group-inc/) | $682.5K | 9,845 | 0.3% | 11 |
| [Plancorp, LLC](https://holderbook.com/funds/1599579-plancorp-llc/) | $542.1K | 8,065 | 0.0% | 3 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $452.4K | 6,526 | 0.0% | 9 |
| [Kane Co Wealth Management, Inc.](https://holderbook.com/funds/2109915-kane-co-wealth-management-inc/) | $403.6K | 5,822 | 0.3% | 2 |
| [B&D White Capital Company, LLC](https://holderbook.com/funds/1752523-b-d-white-capital-company-llc/) | $379.5K | 5,474 | 0.0% | 3 |
| [CARDIFF PARK ADVISORS, LLC](https://holderbook.com/funds/1910000-cardiff-park-advisors-llc/) | $361.6K | 5,216 | 0.0% | 11 |
| [Mills Wealth Advisors LLC](https://holderbook.com/funds/2029294-mills-wealth-advisors-llc/) | $292.2K | 4,215 | 0.1% | 10 |
| [OneDigital Investment Advisors LLC](https://holderbook.com/funds/1690370-onedigital-investment-advisors-llc/) | $260.7K | 3,761 | 0.0% | 1 |
| [WorthPointe, LLC](https://holderbook.com/funds/1921448-worthpointe-llc/) | $247.8K | 3,574 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 30 | $80.3M |
| Q1 2026 | 28 | $68.6M |
| Q4 2025 | 25 | $45.1M |
| Q3 2025 | 18 | $29.2M |
| Q2 2025 | 18 | $26.1M |
| Q1 2025 | 14 | $16.0M |
| Q4 2024 | 14 | $17.4M |
| Q3 2024 | 15 | $20.9M |
| Q2 2024 | 11 | $9.9M |
| Q1 2024 | 9 | $6.8M |
| Q4 2023 | 9 | $6.9M |