AMERICAN CENTY ETF TR (AVEM)
Institutional ownership reported to the SEC as of Q3 2026, across 29 quarters.
53
Reporting holders
$738.3M
Reported value
0.0%
Calls
0.0%
Puts
-963
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $109.1M | 1,149,116 | 1.38% | 21q | +15.2%+$14.4M |
| Oak Root LLC | $101.1M | 1,075,466 | 11.15% | 12q | HELD |
| Gradient Investments LLC | $97.7M | 1,038,908 | 1.40% | 12q | +0.7%+$701.8K |
| Farther Finance Advisors, LLC | $79.9M | 850,340 | 0.56% | 16q | +6.4%+$4.8M |
| ATWOOD & PALMER INC | $64.2M | 683,140 | 3.30% | 16q | +1.3%+$810.7K |
| Versant Capital Management, Inc | $34.9M | 371,309 | 2.99% | 27q | HELD |
| MassMutual Private Wealth & Trust, FSB | $25.0M | 265,615 | 0.66% | 7q | +3.0%+$734.0K |
| Sunburst Financial Group, LLC | $23.6M | 250,839 | 3.74% | 3q | -5.5%-$1.4M |
| Cooper Financial Group | $22.6M | 240,721 | 1.80% | 4q | +5.6%+$1.2M |
| MFA WEALTH ADVISORS, LLC | $19.0M | 201,564 | 3.22% | 5q | HELD |
| Prosperity Planning, Inc. | $13.7M | 145,726 | 3.04% | 24q | +4.2%+$553.4K |
| BOYUM WEALTH ARCHITECTS LLC | $13.0M | 136,029 | 5.28% | 7q | +0.7%+$96.6K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $11.6M | 122,988 | 1.65% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $10.3M | 109,456 | 2.89% | 15q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $9.4M | 100,010 | 1.94% | 20q | -2.0%-$191.1K |
| ACIMA PRIVATE WEALTH, LLC | $9.3M | 98,961 | 2.70% | 10q | +8.6%+$738.5K |
| RIVERSEDGE ADVISORS, LLC | $7.4M | 78,803 | 0.91% | 3q | HELD |
| Grove Bank & Trust | $7.4M | 78,367 | 0.73% | 17q | HELD |
| Invariant Investment Management | $7.2M | 75,916 | 4.19% | 4q | +1.8%+$131.5K |
| Wedmont Private Capital | $6.8M | 72,515 | 0.16% | 18q | +4.6%+$298.6K |
| Breakwater Capital Group | $6.5M | 69,083 | 0.77% | 10q | +11.7%+$678.6K |
| Financial Symmetry Inc | $6.5M | 68,897 | 2.07% | 12q | +7.0%+$425.9K |
| CoreCap Advisors, LLC | $6.1M | 65,138 | 0.18% | 9q | +7.5%+$429.9K |
| Factor Wealth Management LTD | $5.7M | 60,430 | 0.87% | 8q | +18.9%+$901.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.5M | 58,524 | 0.36% | new | NEW |
| RVW Wealth, LLC | $4.8M | 51,528 | 0.31% | 27q | +238.8%+$3.4M |
| Adelphi Trust Co | $4.8M | 50,620 | 3.13% | 4q | +7.5%+$332.1K |
| Apeiron RIA LLC | $3.9M | 41,959 | 0.90% | 20q | -22.9%-$1.2M |
| Sprinkle Financial Consultants LLC | $3.5M | 37,595 | 1.38% | 12q | +6.1%+$202.5K |
| Friday Financial | $3.0M | 32,208 | 0.60% | 6q | +64.0%+$1.2M |
| TOTH FINANCIAL ADVISORY CORP | $2.9M | 30,631 | 0.29% | 5q | +19.5%+$470.6K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $2.0M | 21,336 | 1.20% | 9q | +1.8%+$35.3K |
| Atlas Brown,Inc. | $1.6M | 16,624 | 0.41% | 10q | +4.4%+$65.5K |
| Hardin Capital Partners, LLC | $1.4M | 15,062 | 0.69% | 10q | +0.8%+$11.6K |
| Balefire, LLC | $864.0K | 9,189 | 0.14% | 2q | -26.7%-$314.4K |
| CogentBlue Wealth Advisors, LLC | $769.8K | 8,188 | 0.72% | 8q | -4.8%-$38.9K |
| Cambridge Financial Group, LLC | $720.3K | 7,465 | 0.23% | 12q | HELD |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $623.1K | 6,628 | 0.36% | 8q | +0.9%+$5.7K |
| Asempa Wealth Advisors | $577.6K | 6,141 | 0.44% | 4q | -30.3%-$251.4K |
| Avidian Wealth Enterprises, LLC | $427.9K | 4,551 | 0.01% | 5q | -62.3%-$705.6K |
| Emprise Bank | $408.9K | 4,349 | 0.16% | 6q | -5.0%-$21.4K |
| Trust Co | $356.1K | 3,787 | 0.03% | 4q | +91.1%+$169.7K |
| Ballew Advisors, Inc | $353.6K | 3,706 | 0.18% | new | NEW |
| Vilga Financial Planning LLC | $353.1K | 3,756 | 0.21% | 2q | HELD |
| Pioneer Wealth Management Group | $281.2K | 2,991 | 0.07% | new | NEW |
| ALKEME WEALTH, LLC | $263.4K | 2,802 | 0.10% | 4q | HELD |
| First Heartland Consultants, Inc. | $233.4K | 2,482 | 0.02% | 3q | -1.0%-$2.3K |
| Everhart Financial Group, Inc. | $222.9K | 2,371 | 0.01% | 2q | +13.7%+$26.9K |
| CHAPIN DAVIS, INC. | $200.5K | 2,132 | 0.04% | 2q | -7.8%-$17.0K |
| Bank of New Hampshire | $105.6K | 1,123 | 0.02% | 6q | +151.2%+$63.6K |
| FIRST COMMUNITY TRUST NA | $41.7K | 443 | 0.01% | 6q | HELD |
| Investors Research Corp | $38.6K | 411 | 0.01% | new | NEW |
| GAMMA Investing LLC | $35.4K | 377 | 0.00% | 6q | HELD |
| CX Institutional | $2 | 23 | 0.00% | 5q | -94.4% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 53 | $738.3M | 7,838,316 | 5 | 27 | 10 | 0.0% |
| Q2 2026 | 1,016 | $26.4B | 273,373,130 | 130 | 428 | 296 | 0.0% |
| Q1 2026 | 914 | $19.4B | 240,454,455 | 144 | 437 | 212 | 0.0% |
| Q4 2025 | 800 | $15.0B | 194,989,555 | 97 | 375 | 146 | 0.0% |
| Q3 2025 | 674 | $12.4B | 164,377,746 | 121 | 293 | 152 | 0.0% |
| Q2 2025 | 583 | $10.5B | 152,551,655 | 61 | 291 | 141 | 0.0% |
| Q1 2025 | 553 | $7.5B | 124,818,399 | 68 | 252 | 140 | 0.0% |
| Q4 2024 | 515 | $6.8B | 115,442,768 | 50 | 229 | 113 | 0.0% |
| Q3 2024 | 449 | $6.3B | 96,980,388 | 54 | 205 | 104 | 0.0% |
| Q2 2024 | 415 | $5.2B | 85,190,486 | 44 | 202 | 99 | 0.0% |
| Q1 2024 | 384 | $4.8B | 83,026,120 | 46 | 186 | 93 | 0.0% |
| Q4 2023 | 361 | $4.6B | 81,975,764 | 44 | 163 | 70 | 0.0% |
| Q3 2023 | 294 | $3.5B | 65,943,226 | 30 | 155 | 55 | 0.0% |
| Q2 2023 | 275 | $3.0B | 55,747,329 | 27 | 144 | 55 | 0.0% |
| Q1 2023 | 261 | $2.3B | 43,700,649 | 46 | 117 | 51 | 0.0% |
| Q4 2022 | 223 | $2.0B | 40,351,788 | 37 | 107 | 39 | 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% |