# AMERICAN CENTY ETF TR (AVIE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVIE/

- Reporting holders: 7
- Reported value: $3.5M
- 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 |
|---|---|---|---|---|
| [Plancorp, LLC](https://holderbook.com/funds/1599579-plancorp-llc/) | $1.6M | 21,457 | 0.0% | 15 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.1M | 15,220 | 0.0% | 6 |
| [Verus Financial Partners, Inc.](https://holderbook.com/funds/1481714-verus-financial-partners-inc/) | $330.6K | 4,447 | 0.0% | 13 |
| [Rialto Wealth Management, LLC](https://holderbook.com/funds/2054966-rialto-wealth-management-llc/) | $204.5K | 2,750 | 0.0% | 1 |
| [ELEVATE WEALTH ADVISORY, INC](https://holderbook.com/funds/2011651-elevate-wealth-advisory-inc/) | $110.0K | 1,479 | 0.1% | 9 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $35.3K | 475 | 0.0% | 2 |
| [LAM GROUP, INC.](https://holderbook.com/funds/1961944-lam-group-inc/) | $15.2K | 205 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $3.5M |
| Q1 2026 | 6 | $2.7M |
| Q4 2025 | 5 | $2.6M |
| Q3 2025 | 5 | $2.8M |
| Q2 2025 | 5 | $3.1M |
| Q1 2025 | 6 | $2.4M |
| Q4 2024 | 5 | $2.0M |
| Q3 2024 | 5 | $1.8M |
| Q2 2024 | 6 | $2.1M |
| Q1 2024 | 5 | $2.1M |
| Q4 2023 | 6 | $1.9M |
| Q3 2023 | 5 | $2.0M |