AMERICAN CENTY ETF TR (AVIE)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
7
Reporting holders
$2.9M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Plancorp, LLC | $1.6M | 21,457 | 0.04% | 15q | HELD |
| CITADEL ADVISORS LLC | $565.8K | 7,610 | 0.00% | 6q | -19.9%-$141.0K |
| Verus Financial Partners, Inc. | $330.6K | 4,447 | 0.03% | 13q | HELD |
| Rialto Wealth Management, LLC | $204.5K | 2,750 | 0.04% | new | NEW |
| ELEVATE WEALTH ADVISORY, INC | $110.0K | 1,479 | 0.06% | 9q | HELD |
| UBS Group AG | $35.3K | 475 | 0.00% | 2q | +47.1%+$11.3K |
| LAM GROUP, INC. | $15.2K | 205 | 0.01% | 2q | +13.9%+$1.9K |
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 | 7 | $2.9M | 38,423 | 1 | 2 | 1 | 0.0% |
| Q1 2026 | 6 | $2.7M | 37,392 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 5 | $2.6M | 39,392 | 0 | 1 | 1 | 0.0% |
| Q3 2025 | 5 | $2.8M | 44,525 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $3.1M | 50,278 | 0 | 2 | 1 | 0.0% |
| Q1 2025 | 6 | $2.4M | 38,087 | 2 | 2 | 1 | 0.0% |
| Q4 2024 | 5 | $2.0M | 32,885 | 1 | 2 | 0 | 0.0% |
| Q3 2024 | 5 | $1.8M | 27,142 | 0 | 1 | 2 | 0.0% |
| Q2 2024 | 6 | $2.1M | 33,562 | 1 | 3 | 1 | 0.0% |
| Q1 2024 | 5 | $2.1M | 33,240 | 0 | 2 | 2 | 0.0% |
| Q4 2023 | 6 | $1.9M | 32,689 | 1 | 2 | 2 | 0.0% |
| Q3 2023 | 5 | $2.0M | 36,075 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $2.0M | 36,409 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 5 | $7.6M | 137,569 | 1 | 2 | 2 | 0.0% |
| Q4 2022 | 4 | $1.4M | 25,038 | 2 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $835.0K | 16,751 | 1 | 0 | 0 | 0.0% |