# AMERICAN CENTY ETF TR (AVEM)

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

- Reporting holders: 53
- Reported value: $738.3M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $109.1M | 1,149,116 | 1.4% | 21 |
| [Oak Root LLC](https://holderbook.com/funds/2027377-oak-root-llc/) | $101.1M | 1,075,466 | 11.1% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $97.7M | 1,038,908 | 1.4% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $79.9M | 850,340 | 0.6% | 16 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $64.2M | 683,140 | 3.3% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $34.9M | 371,309 | 3.0% | 27 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $25.0M | 265,615 | 0.7% | 7 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $23.6M | 250,839 | 3.7% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $22.6M | 240,721 | 1.8% | 4 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $19.0M | 201,564 | 3.2% | 5 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $13.7M | 145,726 | 3.0% | 24 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $13.0M | 136,029 | 5.3% | 7 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $11.6M | 122,988 | 1.6% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $10.3M | 109,456 | 2.9% | 15 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $9.4M | 100,010 | 1.9% | 20 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $9.3M | 98,961 | 2.7% | 10 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $7.4M | 78,803 | 0.9% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $7.4M | 78,367 | 0.7% | 17 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $7.2M | 75,916 | 4.2% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $6.8M | 72,515 | 0.2% | 18 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $6.5M | 69,083 | 0.8% | 10 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $6.5M | 68,897 | 2.1% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.1M | 65,138 | 0.2% | 9 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $5.7M | 60,430 | 0.9% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $5.5M | 58,524 | 0.4% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 53 | $738.3M |
| Q2 2026 | 1,016 | $26.4B |
| Q1 2026 | 914 | $19.4B |
| Q4 2025 | 800 | $15.0B |
| Q3 2025 | 674 | $12.4B |
| Q2 2025 | 583 | $10.5B |
| Q1 2025 | 553 | $7.5B |
| Q4 2024 | 515 | $6.8B |
| Q3 2024 | 449 | $6.3B |
| Q2 2024 | 415 | $5.2B |
| Q1 2024 | 384 | $4.8B |
| Q4 2023 | 361 | $4.6B |