AMERICAN CENTY ETF TR (AVES)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
180
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $170.9M | 2,605,120 | 3.07% | 2q | +0.7%+$1.3M |
| AMERICAN CENTURY COMPANIES INC | $164.0M | 2,499,305 | 0.07% | 15q | +15.3%+$21.7M |
| ENVESTNET ASSET MANAGEMENT INC | $147.7M | 2,251,639 | 0.03% | 14q | +4.1%+$5.8M |
| First Command Advisory Services, Inc. | $119.2M | 1,816,551 | 0.71% | 2q | +2.2%+$2.6M |
| Focus Partners Wealth | $46.6M | 709,779 | 0.05% | 8q | -3.8%-$1.8M |
| Empowered Funds, LLC | $45.6M | 695,217 | 0.24% | 2q | -2.6%-$1.2M |
| Symmetry Partners, LLC | $26.1M | 397,745 | 1.33% | 8q | +2.1%+$530.4K |
| Armbruster Capital Management, Inc. | $23.2M | 353,764 | 3.46% | 14q | +1.5%+$352.6K |
| Pathstone Holdings, LLC | $19.7M | 300,914 | 0.06% | 11q | -0.9%-$182.7K |
| Meredith Wealth Planning | $19.0M | 289,074 | 4.48% | 15q | +1.1%+$214.2K |
| Three Arch Wealth Management LLC | $17.0M | 259,889 | 2.62% | 3q | +8.3%+$1.3M |
| HighTower Advisors, LLC | $16.2M | 247,057 | 0.02% | 10q | +0.8%+$124.2K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $14.5M | 221,780 | 4.33% | 15q | HELD |
| Allegiance Financial Group Advisory Services LLC | $13.9M | 211,649 | 2.40% | 15q | +7.7%+$997.4K |
| FIDELITY D & D BANCORP INC | $13.7M | 208,886 | 4.70% | 13q | +13.2%+$1.6M |
| BSW Wealth Partners | $12.2M | 186,691 | 1.36% | 11q | -3.0%-$382.7K |
| B&D White Capital Company, LLC | $11.7M | 178,419 | 1.16% | 8q | -22.7%-$3.4M |
| Perigon Wealth Management, LLC | $10.8M | 165,169 | 0.17% | 10q | +4.7%+$486.0K |
| ANDERSON HOAGLAND & CO | $10.4M | 157,946 | 0.81% | 16q | -3.7%-$400.9K |
| Austin Wealth Management, LLC | $10.1M | 160,147 | 2.13% | 12q | +5.2%+$502.0K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $9.8M | 149,666 | 1.87% | 10q | +0.8%+$78.8K |
| Apeiron RIA LLC | $9.8M | 148,713 | 2.50% | 17q | +0.7%+$66.3K |
| Global Strategic Investment Solutions, LLC | $9.3M | 141,820 | 0.82% | 7q | -1.3%-$117.8K |
| BANK OF AMERICA CORP /DE/ | $8.8M | 134,785 | 0.00% | 6q | +9.2%+$748.1K |
| Cornerstone Wealth Partners, LLC | $8.8M | 133,744 | 4.08% | 3q | +13.3%+$1.0M |
| Cascade Financial Partners, LLC | $8.7M | 132,338 | 0.75% | 10q | +21.7%+$1.5M |
| Corient Private Wealth LP | $8.6M | 130,830 | 0.01% | 9q | +99.4%+$4.3M |
| MML INVESTORS SERVICES, LLC | $8.5M | 129,351 | 0.02% | 13q | +105.9%+$4.4M |
| Golden Bell Financial Planning LLC | $8.3M | 126,665 | 6.11% | 7q | -5.8%-$512.9K |
| Diversified Portfolios, Inc. | $7.7M | 117,421 | 0.56% | new | NEW |
| Farther Finance Advisors, LLC | $7.5M | 114,171 | 0.06% | 8q | +9.2%+$629.4K |
| EJMK Ventures LLC | $7.2M | 110,433 | 3.29% | 3q | +65.8%+$2.9M |
| ATLas Financial Planning LLC | $6.8M | 103,464 | 5.50% | 3q | +3.3%+$218.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.3M | 96,793 | 0.00% | 5q | +76.6%+$2.8M |
| Oceanside Advisors LLC | $6.3M | 96,076 | 3.18% | 11q | +2.8%+$169.6K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $6.3M | 95,365 | 3.65% | 7q | +4.8%+$285.2K |
| AlphaCore Capital LLC | $6.1M | 92,248 | 0.11% | 6q | -3.1%-$195.4K |
| Focus Partners Advisor Solutions, LLC | $5.8M | 89,129 | 0.05% | 7q | +1.5%+$88.4K |
| BAYSHORE ASSET MANAGEMENT, LLC | $5.7M | 87,332 | 2.05% | 17q | +1.5%+$84.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.6M | 85,952 | 0.00% | 12q | +58.1%+$2.1M |
| Mariner, LLC | $5.3M | 80,618 | 0.01% | 2q | +329.1%+$4.1M |
| Greenspring Advisors, LLC | $5.1M | 77,619 | 0.28% | 10q | -0.7%-$35.3K |
| LPL Financial LLC | $5.1M | 77,365 | 0.00% | 17q | +66.7%+$2.0M |
| Simplicity Wealth,LLC | $4.9M | 74,237 | 0.16% | 6q | +3.6%+$170.8K |
| MB Generational Wealth, LLC | $4.7M | 71,940 | 2.31% | 10q | +0.8%+$35.6K |
| Tortoise Investment Management, LLC | $4.4M | 67,181 | 0.33% | 19q | -0.8%-$36.9K |
| CSS LLC/IL | $4.1M | 62,973 | 0.16% | 17q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.0M | 61,495 | 0.06% | new | NEW |
| ENTREWEALTH, LLC | $4.0M | 60,900 | 1.46% | 7q | +10.4%+$372.5K |
| Northland Capital Management LLC | $3.9M | 59,145 | 2.09% | 16q | -17.2%-$804.7K |
| CITADEL ADVISORS LLC | $3.7M | 55,726 | 0.00% | 3q | -73.7%-$10.2M |
| 1620 INVESTMENT ADVISORS, INC. | $3.4M | 52,320 | 2.13% | new | NEW |
| Trailhead Planners LLC | $3.3M | 50,126 | 3.18% | 3q | -9.2%-$334.4K |
| Parkshore Wealth Management, Inc. | $3.2M | 48,114 | 0.91% | 7q | -6.1%-$203.9K |
| Wedmont Private Capital | $3.1M | 46,577 | 0.08% | 15q | +1.0%+$31.7K |
| Creative Planning | $3.0M | 46,433 | 0.00% | 16q | -1.0%-$31.8K |
| OneDigital Investment Advisors LLC | $2.9M | 44,675 | 0.02% | 5q | +1.2%+$34.2K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 38,385 | 0.00% | 10q | +19.2%+$398.0K |
| Gibson Capital, LLC | $2.4M | 36,601 | 0.39% | 5q | HELD |
| Quantinno Capital Management LP | $2.3M | 35,366 | 0.00% | 4q | +24.9%+$463.1K |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 33,754 | 0.00% | 8q | +4.1%+$87.1K |
| CoreFirst Bank & Trust | $2.2M | 32,902 | 1.07% | 11q | HELD |
| UMB Bank, n.a. | $1.9M | 28,996 | 0.02% | 16q | -4.6%-$91.8K |
| SHUFRO ROSE & CO LLC | $1.7M | 25,675 | 0.10% | 3q | +2.3%+$37.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 25,130 | 0.00% | 16q | +4.7%+$73.3K |
| Mraz, Amerine & Associates, Inc. | $1.6M | 24,751 | 0.23% | 17q | +44.2%+$497.6K |
| Cypress Point Wealth Management, LLC | $1.6M | 23,655 | 0.32% | 13q | HELD |
| Jacobi Capital Management LLC | $1.5M | 23,070 | 0.07% | 9q | +8.4%+$117.5K |
| WorthPointe, LLC | $1.5M | 22,931 | 0.38% | 3q | +38.0%+$414.1K |
| Kestra Advisory Services, LLC | $1.5M | 22,235 | 0.00% | 4q | -23.5%-$448.8K |
| Freestone Capital Holdings, LLC | $1.4M | 21,869 | 0.04% | new | NEW |
| Capital Investment Advisory Services, LLC | $1.4M | 21,020 | 0.09% | 15q | +1.3%+$17.1K |
| Merit Financial Group, LLC | $1.4M | 20,962 | 0.00% | 2q | +102.1%+$694.8K |
| Asset Dedication, LLC | $1.3M | 20,448 | 0.08% | 19q | HELD |
| Accurate Wealth Management, LLC | $1.3M | 20,413 | 0.13% | 3q | +56.5%+$483.4K |
| Cresset Asset Management, LLC | $1.3M | 20,350 | 0.00% | 8q | HELD |
| ENZI WEALTH | $1.3M | 20,581 | 0.42% | 11q | -8.4%-$121.7K |
| Fifth Third Securities, Inc. | $1.3M | 19,898 | 0.07% | 3q | +10.9%+$127.9K |
| NCM Capital Management, LLC | $1.3M | 19,316 | 0.39% | 17q | +1.2%+$15.4K |
| Versant Capital Management, Inc | $1.2M | 19,047 | 0.11% | 16q | +54.4%+$440.4K |
| OLD MISSION CAPITAL LLC | $1.2M | 18,673 | 0.02% | 3q | -82.2%-$5.7M |
| GOLDMAN SACHS GROUP INC | $1.2M | 18,132 | 0.00% | 2q | -56.2%-$1.5M |
| CoreCap Advisors, LLC | $1.2M | 17,710 | 0.03% | 6q | +17.4%+$172.6K |
| LAM GROUP, INC. | $1.1M | 16,910 | 0.55% | 15q | +3.4%+$36.1K |
| Strategic Blueprint, LLC | $1.1M | 16,777 | 0.05% | 18q | -3.5%-$39.4K |
| Sensible Money, LLC | $1.1M | 16,341 | 0.28% | 15q | HELD |
| True Wealth Design, LLC | $1.1M | 16,100 | 0.25% | 12q | -0.9%-$9.8K |
| Forum Financial Management, LP | $957.5K | 14,596 | 0.01% | 6q | HELD |
| Breakwater Capital Group | $943.8K | 14,387 | 0.11% | 11q | +0.5%+$5.0K |
| STIFEL FINANCIAL CORP | $904.7K | 13,791 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $877.9K | 13,387 | 0.09% | new | NEW |
| Sigma Planning Corp | $846.2K | 12,899 | 0.02% | new | NEW |
| M Wealth Management, LLC | $820.0K | 12,500 | 0.64% | new | NEW |
| Brand Asset Management Group, Inc. | $799.7K | 12,190 | 0.18% | 4q | -2.0%-$16.3K |
| Sankala Group LLC | $771.6K | 11,940 | 0.51% | 3q | +73.8%+$327.7K |
| Haven Private, LLC | $708.3K | 10,797 | 0.27% | 3q | -8.1%-$62.3K |
| Savant Capital, LLC | $703.8K | 10,729 | 0.00% | 4q | +1.5%+$10.1K |
| Werba Rubin Papier Wealth Management | $694.6K | 10,588 | 0.08% | 2q | -6.0%-$44.3K |
| Waverly Advisors, LLC | $688.9K | 10,502 | 0.00% | 13q | +1.5%+$10.3K |
| XY Planning Network, Inc. | $684.4K | 10,433 | 0.09% | 7q | +68.6%+$278.5K |
Showing the largest 100 of 185 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 | 180 | $1.2B | 18,383,618 | 25 | 77 | 45 | 0.0% |
| Q1 2026 | 161 | $1.0B | 17,492,664 | 23 | 71 | 33 | 0.0% |
| Q4 2025 | 146 | $560.4M | 9,585,650 | 17 | 57 | 31 | 0.0% |
| Q3 2025 | 130 | $497.7M | 8,697,122 | 16 | 45 | 31 | 0.0% |
| Q2 2025 | 118 | $493.7M | 9,217,172 | 14 | 57 | 26 | 0.0% |
| Q1 2025 | 112 | $406.9M | 8,637,210 | 11 | 52 | 21 | 0.0% |
| Q4 2024 | 110 | $372.8M | 8,073,034 | 8 | 53 | 16 | 0.0% |
| Q3 2024 | 98 | $317.7M | 6,093,150 | 15 | 45 | 11 | 0.0% |
| Q2 2024 | 86 | $269.5M | 5,519,364 | 9 | 37 | 14 | 0.0% |
| Q1 2024 | 82 | $212.9M | 4,486,117 | 9 | 35 | 14 | 0.0% |
| Q4 2023 | 79 | $172.6M | 3,764,346 | 20 | 30 | 13 | 0.0% |
| Q3 2023 | 55 | $130.9M | 3,136,288 | 5 | 24 | 14 | 0.0% |
| Q2 2023 | 53 | $126.7M | 2,898,801 | 6 | 24 | 14 | 0.0% |
| Q1 2023 | 52 | $123.2M | 2,877,926 | 9 | 26 | 6 | 0.0% |
| Q4 2022 | 44 | $90.5M | 2,190,262 | 8 | 17 | 5 | 0.0% |
| Q3 2022 | 40 | $51.6M | 1,380,278 | 14 | 20 | 6 | 0.0% |
| Q2 2022 | 29 | $38.1M | 926,096 | 8 | 13 | 6 | 0.0% |
| Q1 2022 | 24 | $29.1M | 594,139 | 18 | 5 | 0 | 0.0% |
| Q4 2021 | 7 | $13.5M | 266,475 | 5 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $3.2M | 64,562 | 1 | 0 | 0 | 0.0% |