AMERICAN CENTY ETF TR (AVEM)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
976
Reporting holders
$24.4B
Reported value
0.0%
Held as options
+94
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.8B | 28,876,146 | 0.18% | 18q | +0.7%+$19.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9B | 19,938,883 | 1.20% | 7q | +101.6%+$969.7M |
| Savant Capital, LLC | $1.8B | 19,140,381 | 5.42% | 16q | +1.7%+$31.3M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6B | 16,127,258 | 0.37% | 22q | HELD |
| MORGAN STANLEY | $1.1B | 11,245,817 | 0.06% | 22q | +40.8%+$314.3M |
| WELLS FARGO & COMPANY/MN | $760.7M | 7,883,606 | 0.12% | 17q | -45.7%-$641.4M |
| AMERIPRISE FINANCIAL INC | $592.3M | 6,148,703 | 0.12% | 9q | -41.2%-$415.3M |
| LPL Financial LLC | $569.5M | 5,901,982 | 0.13% | 22q | +25.2%+$114.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $518.8M | 5,376,383 | 0.28% | 21q | +8.5%+$40.4M |
| JONES FINANCIAL COMPANIES LLLP | $504.7M | 5,346,733 | 0.20% | 13q | +25.4%+$102.3M |
| AMERICAN CENTURY COMPANIES INC | $328.4M | 3,403,867 | 0.15% | 27q | +11.3%+$33.5M |
| RAYMOND JAMES FINANCIAL INC | $267.6M | 2,773,603 | 0.07% | 7q | +33.6%+$67.4M |
| Bank of New York Mellon Corp | $259.9M | 2,693,268 | 0.04% | 14q | +409.1%+$208.8M |
| Cerity Partners LLC | $246.8M | 2,558,075 | 0.30% | 12q | -24.1%-$78.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $231.0M | 2,393,648 | 1.73% | 4q | HELD |
| Haverford Trust Co | $228.6M | 2,368,819 | 1.97% | 15q | +9.7%+$20.3M |
| PNC Financial Services Group, Inc. | $221.5M | 2,295,165 | 0.11% | 14q | -1.5%-$3.3M |
| OSAIC HOLDINGS, INC. | $211.2M | 2,188,324 | 0.25% | 24q | +13.0%+$24.3M |
| MML INVESTORS SERVICES, LLC | $210.6M | 2,182,737 | 0.43% | 13q | +19.0%+$33.7M |
| Cetera Investment Advisers | $202.1M | 2,094,497 | 0.18% | 10q | +12.1%+$21.8M |
| Kestra Investment Management, LLC | $181.9M | 1,885,486 | 3.52% | 7q | -38.2%-$112.5M |
| HighTower Advisors, LLC | $176.1M | 1,824,994 | 0.17% | 26q | -2.8%-$5.1M |
| Focus Partners Wealth | $158.2M | 1,639,286 | 0.16% | 8q | -4.3%-$7.1M |
| Annex Advisory Services, LLC | $149.5M | 1,548,921 | 2.55% | 17q | +1.0%+$1.5M |
| NEUBERGER BERMAN GROUP LLC | $148.8M | 1,542,140 | 0.10% | 11q | +4.1%+$5.9M |
| BOKF, NA | $143.3M | 1,484,682 | 1.97% | 6q | -2.8%-$4.1M |
| Corient Private Wealth LP | $138.1M | 1,431,670 | 0.09% | 15q | +39.5%+$39.1M |
| Modern Wealth Management, LLC | $133.1M | 1,379,015 | 1.58% | 6q | +24.1%+$25.9M |
| OneDigital Investment Advisors LLC | $132.6M | 1,374,387 | 1.12% | 16q | -27.2%-$49.7M |
| BANK OF MONTREAL /CAN/ | $124.1M | 1,286,150 | 0.04% | 14q | +21.1%+$21.6M |
| UBS Group AG | $122.9M | 1,273,939 | 0.02% | 17q | +14.5%+$15.6M |
| JPMORGAN CHASE & CO | $117.2M | 1,232,831 | 0.01% | 15q | -12.8%-$17.2M |
| HARBOUR INVESTMENTS, INC. | $114.0M | 1,181,713 | 1.54% | 10q | +2.9%+$3.3M |
| FIFTH THIRD BANCORP | $113.9M | 1,180,739 | 0.18% | 13q | +34.2%+$29.0M |
| MASECO LLP | $112.1M | 1,161,088 | 3.15% | 2q | HELD |
| Pure Financial Advisors, LLC | $108.6M | 1,125,157 | 1.38% | 22q | -7.8%-$9.2M |
| HB Wealth Management, LLC | $106.9M | 1,108,268 | 0.60% | 18q | +4.5%+$4.6M |
| Oak Root LLC | $103.8M | 1,075,466 | 11.45% | 11q | HELD |
| Avantax Planning Partners, Inc. | $102.8M | 1,065,277 | 2.56% | 9q | -1.1%-$1.1M |
| NICOLET BANKSHARES INC | $101.2M | 1,058,365 | 3.22% | 7q | -0.7%-$698.2K |
| Gradient Investments LLC | $99.5M | 1,031,444 | 1.37% | 11q | -9.8%-$10.8M |
| Apella Capital, LLC | $92.3M | 997,148 | 1.30% | 20q | +3.9%+$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $90.5M | 937,777 | 0.11% | 26q | -2.4%-$2.2M |
| GREAT VALLEY ADVISOR GROUP, INC. | $87.4M | 905,306 | 1.38% | 14q | +2.4%+$2.0M |
| Cresset Asset Management, LLC | $86.2M | 892,971 | 0.31% | 13q | +3.5%+$2.9M |
| Creative Planning | $86.0M | 891,693 | 0.05% | 15q | -3.0%-$2.7M |
| NewEdge Advisors, LLC | $84.1M | 871,190 | 0.25% | 14q | +252.0%+$60.2M |
| Midwest Trust Co | $83.9M | 870,014 | 0.95% | 5q | +13.3%+$9.9M |
| Parallel Advisors, LLC | $78.6M | 814,662 | 1.20% | 4q | +7.2%+$5.3M |
| Private Advisor Group, LLC | $77.9M | 807,051 | 0.36% | 22q | +61.6%+$29.7M |
| Farther Finance Advisors, LLC | $77.1M | 799,019 | 0.60% | 15q | +6.8%+$4.9M |
| GREENUP STREET WEALTH MANAGEMENT LLC | $77.0M | 797,996 | 9.37% | 19q | +28.7%+$17.2M |
| TRUIST FINANCIAL CORP | $76.8M | 796,366 | 0.09% | 10q | +10.3%+$7.2M |
| Summit Financial Strategies, Inc. | $75.7M | 785,029 | 5.32% | 11q | -5.3%-$4.3M |
| Bluespring Wealth Management, LLC | $75.7M | 784,880 | 1.46% | new | NEW |
| Prime Capital Investment Advisors, LLC | $72.4M | 750,726 | 0.70% | 2q | -0.7%-$509.0K |
| MISSION WEALTH MANAGEMENT, LP | $69.8M | 723,814 | 0.85% | 10q | +28.3%+$15.4M |
| Apollon Wealth Management, LLC | $68.4M | 709,099 | 0.83% | 11q | +38.2%+$18.9M |
| Focus Partners Advisor Solutions, LLC | $68.0M | 704,363 | 0.58% | 17q | +29.8%+$15.6M |
| FMR LLC | $65.9M | 683,105 | 0.00% | 11q | +2.8%+$1.8M |
| ATWOOD & PALMER INC | $65.1M | 674,517 | 3.47% | 15q | HELD |
| ROYAL BANK OF CANADA | $64.6M | 669,305 | 0.01% | 26q | +23.7%+$12.4M |
| JANE STREET GROUP, LLC | $62.7M | 650,000 | 0.01% | new | NEW |
| Falcon Wealth Planning | $61.1M | 632,978 | 3.86% | 2q | +5.4%+$3.1M |
| Rockwood Wealth Management, LLC | $60.6M | 627,972 | 3.83% | 19q | +15.0%+$7.9M |
| Fragasso Financial Advisors Inc | $58.9M | 610,432 | 3.13% | 13q | -1.5%-$886.7K |
| WADDELL & ASSOCIATES, LLC | $54.8M | 567,849 | 2.71% | 11q | HELD |
| Beaird Harris Wealth Management, LLC | $53.5M | 554,738 | 3.35% | 19q | -3.1%-$1.7M |
| Robertson Stephens Wealth Management, LLC | $49.8M | 515,769 | 1.23% | 3q | +45.4%+$15.6M |
| Financial Plan, Inc. | $49.3M | 511,267 | 4.68% | 3q | +1.0%+$499.3K |
| Tarbox Family Office, Inc. | $48.9M | 506,746 | 7.00% | 13q | -2.0%-$974.9K |
| HighPoint Advisor Group LLC | $47.8M | 495,601 | 1.69% | 3q | +0.8%+$371.6K |
| Diversified Portfolios, Inc. | $47.1M | 488,339 | 3.42% | 18q | -15.4%-$8.5M |
| Morton Brown Family Wealth, LLC | $46.4M | 480,549 | 10.51% | 14q | +3.3%+$1.5M |
| Orion Porfolio Solutions, LLC | $44.5M | 461,703 | 0.34% | 11q | -5.9%-$2.8M |
| McLean Asset Management Corp | $43.8M | 489,332 | 5.79% | 17q | HELD |
| Bogart Wealth, LLC | $42.0M | 435,036 | 1.44% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $41.4M | 429,143 | 0.19% | 5q | -5.4%-$2.4M |
| Truepoint, Inc. | $41.2M | 427,119 | 0.86% | 26q | -6.2%-$2.7M |
| IHT Wealth Management, LLC | $40.7M | 421,788 | 0.87% | 10q | -8.8%-$4.0M |
| Arlington Financial Advisors, LLC | $38.9M | 402,768 | 4.94% | 10q | -2.0%-$780.3K |
| WEST PACES ADVISORS INC. | $38.7M | 401,179 | 6.49% | 13q | -2.3%-$903.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 403,568 | 0.06% | 12q | +33.2%+$9.5M |
| Ritter Daniher Financial Advisory LLC / DE | $37.5M | 388,904 | 5.71% | 17q | -2.6%-$999.9K |
| Versant Capital Management, Inc | $35.8M | 371,481 | 3.21% | 26q | -2.5%-$914.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $35.3M | 365,380 | 0.08% | 7q | +137.6%+$20.4M |
| Amplius Wealth Advisors, LLC | $35.0M | 362,842 | 2.57% | 11q | -6.2%-$2.3M |
| Simplicity Wealth,LLC | $34.6M | 358,301 | 1.17% | 6q | +25.9%+$7.1M |
| Bridgewater Advisors Inc. | $34.4M | 381,114 | 1.87% | 15q | +348.3%+$26.7M |
| Compound Planning, Inc. | $34.1M | 353,788 | 0.89% | 6q | -3.9%-$1.4M |
| GW HENSSLER & ASSOCIATES LTD | $33.9M | 351,549 | 1.51% | 3q | +1.5%+$505.4K |
| Quantum Financial Advisors, LLC | $33.3M | 345,315 | 3.30% | 17q | -2.1%-$725.2K |
| JRM Investment Counsel, LLC | $32.6M | 337,757 | 7.89% | 14q | HELD |
| SC&H Financial Advisors, Inc. | $32.0M | 332,081 | 4.25% | 19q | +3.7%+$1.2M |
| EP Wealth Advisors, LLC | $31.9M | 331,094 | 0.12% | 18q | +349.0%+$24.8M |
| ACT Advisors, LLC. | $31.1M | 321,927 | 10.33% | 4q | +4.5%+$1.3M |
| Cannon Financial Strategists, Inc. | $31.0M | 321,733 | 3.53% | 13q | -4.2%-$1.4M |
| Summit Financial, LLC | $29.4M | 304,353 | 0.32% | 4q | -5.4%-$1.7M |
| Copper Harbor Investment Advisors, LLC | $28.7M | 297,746 | 6.08% | new | FIRST |
| HORAN Wealth, LLC | $28.2M | 291,832 | 2.30% | 2q | +67.1%+$11.3M |
Showing the largest 100 of 1,009 reported holders.
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 | 976 | $24.4B | 253,973,356 | 126 | 406 | 290 | 0.0% |
| Q1 2026 | 882 | $19.1B | 237,755,729 | 143 | 419 | 203 | 0.0% |
| Q4 2025 | 765 | $14.8B | 192,121,373 | 94 | 355 | 141 | 0.0% |
| Q3 2025 | 643 | $12.1B | 161,149,883 | 114 | 284 | 147 | 0.0% |
| Q2 2025 | 557 | $10.1B | 147,588,198 | 58 | 277 | 134 | 0.0% |
| Q1 2025 | 525 | $7.3B | 120,641,726 | 62 | 240 | 137 | 0.0% |
| Q4 2024 | 491 | $6.6B | 111,913,919 | 48 | 218 | 106 | 0.0% |
| Q3 2024 | 423 | $6.0B | 93,566,804 | 50 | 188 | 101 | 0.0% |
| Q2 2024 | 388 | $4.9B | 80,129,971 | 38 | 190 | 94 | 0.0% |
| Q1 2024 | 361 | $4.7B | 80,276,425 | 43 | 175 | 86 | 0.0% |
| Q4 2023 | 336 | $4.1B | 73,282,012 | 42 | 152 | 62 | 0.0% |
| Q3 2023 | 270 | $3.0B | 57,693,056 | 26 | 146 | 50 | 0.0% |
| Q2 2023 | 257 | $2.7B | 49,969,829 | 24 | 133 | 54 | 0.0% |
| Q1 2023 | 245 | $2.2B | 41,618,534 | 44 | 111 | 47 | 0.0% |
| Q4 2022 | 200 | $1.9B | 38,333,786 | 33 | 97 | 34 | 0.0% |
| Q3 2022 | 183 | $935.5M | 20,325,393 | 18 | 95 | 48 | 0.0% |
| Q2 2022 | 173 | $877.8M | 16,863,205 | 38 | 80 | 32 | 0.0% |
| Q1 2022 | 146 | $813.2M | 13,722,423 | 27 | 73 | 26 | 0.0% |
| Q4 2021 | 126 | $683.8M | 10,798,960 | 21 | 60 | 11 | 0.0% |
| Q3 2021 | 94 | $569.1M | 8,819,218 | 21 | 53 | 9 | 0.0% |
| Q2 2021 | 77 | $534.1M | 7,686,958 | 19 | 45 | 7 | 0.0% |
| Q1 2021 | 60 | $480.5M | 7,307,361 | 19 | 21 | 7 | 0.0% |
| Q4 2020 | 42 | $359.1M | 5,788,582 | 10 | 15 | 4 | 0.0% |
| Q3 2020 | 25 | $163.4M | 3,157,400 | 5 | 10 | 6 | 0.0% |
| Q2 2020 | 20 | $145.1M | 3,065,435 | 5 | 8 | 6 | 0.0% |
| Q1 2020 | 19 | $96.9M | 2,437,139 | 13 | 3 | 1 | 0.0% |
| Q4 2019 | 5 | $88.5M | 1,610,608 | 4 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $9.5M | 193,881 | 1 | 0 | 0 | 0.0% |