AMERICAN CENTY ETF TR (AVEE)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
29
Reporting holders
$79.5M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $22.2M | 320,717 | 0.01% | 11q | +17.4%+$3.3M |
| Tortoise Investment Management, LLC | $12.8M | 184,695 | 0.95% | 8q | +2.2%+$276.5K |
| Index Fund Advisors, Inc. | $10.8M | 155,463 | 0.43% | 8q | +13.8%+$1.3M |
| Cornerstone Wealth Partners, LLC | $8.7M | 126,209 | 4.07% | 3q | +13.4%+$1.0M |
| Timonier Family Office, LTD. | $5.7M | 82,404 | 1.61% | 6q | +4.8%+$261.5K |
| JANE STREET GROUP, LLC | $3.0M | 43,555 | 0.00% | 3q | -12.9%-$446.8K |
| Richard P Slaughter Associates Inc | $2.2M | 31,618 | 0.43% | new | NEW |
| Ariadne Wealth Management, LP | $1.9M | 26,831 | 0.82% | 9q | +1.4%+$26.4K |
| Beacon Pointe Advisors, LLC | $1.5M | 20,930 | 0.01% | 2q | +14.1%+$178.9K |
| VISTA CAPITAL PARTNERS, INC. | $1.4M | 19,926 | 0.12% | 5q | -0.7%-$9.8K |
| ARK & TLK INVESTMENTS, LLC | $1.3M | 19,253 | 0.33% | 4q | +11.1%+$133.9K |
| Cypress Point Wealth Management, LLC | $1.3M | 18,648 | 0.26% | 10q | +7.2%+$86.7K |
| Avior Wealth Management, LLC | $1.1M | 15,259 | 0.03% | 6q | -4.0%-$43.7K |
| Three Arch Wealth Management LLC | $814.1K | 11,743 | 0.12% | 3q | HELD |
| ERn Financial, LLC | $749.2K | 10,807 | 0.12% | 5q | +15.6%+$100.9K |
| LAM GROUP, INC. | $682.5K | 9,845 | 0.34% | 11q | +6.0%+$38.8K |
| Plancorp, LLC | $542.1K | 8,065 | 0.01% | 3q | +30.4%+$126.4K |
| Corient Private Wealth LP | $452.4K | 6,526 | 0.00% | 9q | +100.6%+$226.9K |
| Kane Co Wealth Management, Inc. | $403.6K | 5,822 | 0.31% | 2q | +8.5%+$31.6K |
| B&D White Capital Company, LLC | $379.5K | 5,474 | 0.04% | 3q | HELD |
| CARDIFF PARK ADVISORS, LLC | $361.6K | 5,216 | 0.03% | 11q | HELD |
| Mills Wealth Advisors LLC | $292.2K | 4,215 | 0.09% | 10q | +3.6%+$10.3K |
| OneDigital Investment Advisors LLC | $260.7K | 3,761 | 0.00% | new | NEW |
| WorthPointe, LLC | $247.8K | 3,574 | 0.06% | new | NEW |
| Evanson Financial, LLC | $203.6K | 2,936 | 0.01% | new | FIRST |
| Ares Financial Consulting, LLC | $168.6K | 2,432 | 0.12% | 3q | +807.5%+$150.0K |
| Integrated Wealth Concepts LLC | $40.7K | 587 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $23.3K | 336 | 0.00% | 2q | +0.6% |
| ANGELES WEALTH MANAGEMENT, LLC | $18.1K | 261 | 0.00% | new | NEW |
| Cloud Capital Management, LLC | $817 | 11,791 | 0.30% | 6q | +8.1% |
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 | 29 | $79.5M | 1,147,108 | 5 | 17 | 3 | 0.0% |
| Q1 2026 | 27 | $67.9M | 1,069,770 | 4 | 13 | 6 | 0.0% |
| Q4 2025 | 24 | $44.6M | 712,002 | 5 | 10 | 5 | 0.0% |
| Q3 2025 | 17 | $28.8M | 448,889 | 2 | 8 | 7 | 0.0% |
| Q2 2025 | 17 | $25.7M | 426,424 | 4 | 7 | 4 | 0.0% |
| Q1 2025 | 13 | $15.8M | 299,097 | 1 | 8 | 4 | 0.0% |
| Q4 2024 | 13 | $17.0M | 319,458 | 0 | 9 | 3 | 0.0% |
| Q3 2024 | 14 | $20.7M | 351,249 | 3 | 10 | 0 | 0.0% |
| Q2 2024 | 11 | $9.9M | 178,030 | 1 | 8 | 1 | 0.0% |
| Q1 2024 | 9 | $6.8M | 127,503 | 2 | 5 | 2 | 0.0% |
| Q4 2023 | 9 | $6.9M | 129,084 | 8 | 0 | 0 | 0.0% |