AMERICAN CENTY ETF TR (AVIG)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
175
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $270.3M | 6,527,797 | 1.26% | 22q | HELD |
| MORGAN STANLEY | $116.1M | 2,802,723 | 0.01% | 7q | +22.0%+$21.0M |
| ENVESTNET ASSET MANAGEMENT INC | $85.6M | 2,065,939 | 0.02% | 22q | +9.9%+$7.7M |
| AMERICAN CENTURY COMPANIES INC | $65.0M | 1,570,423 | 0.03% | 12q | +101.0%+$32.7M |
| Verus Financial Partners, Inc. | $64.4M | 1,555,647 | 5.51% | 16q | +1.6%+$998.6K |
| Simplicity Wealth,LLC | $53.2M | 1,283,956 | 1.79% | 6q | +5.9%+$3.0M |
| GREAT VALLEY ADVISOR GROUP, INC. | $47.7M | 1,151,126 | 0.75% | 10q | +18.3%+$7.4M |
| REGATTA CAPITAL GROUP, LLC | $35.8M | 865,475 | 4.82% | 11q | +8.2%+$2.7M |
| Echo Wealth Management, LLC | $34.3M | 828,460 | 17.51% | 6q | +6.9%+$2.2M |
| LPL Financial LLC | $33.6M | 811,747 | 0.01% | 16q | -18.6%-$7.7M |
| Pacific Life Fund Advisors LLC | $31.2M | 754,164 | 3.43% | 15q | +6.9%+$2.0M |
| Allegiance Financial Group Advisory Services LLC | $28.3M | 683,919 | 4.90% | 15q | +15.2%+$3.7M |
| Hill Investment Group Partners, LLC | $27.6M | 667,155 | 2.82% | 19q | -10.0%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $27.0M | 651,414 | 0.01% | 7q | +27.9%+$5.9M |
| Highland Financial Advisors, LLC | $24.6M | 594,740 | 5.42% | 17q | +5.3%+$1.2M |
| Centennial Wealth Advisory LLC | $22.9M | 553,222 | 4.95% | 22q | HELD |
| ROYAL BANK OF CANADA | $21.8M | 526,744 | 0.00% | 15q | +3.5%+$745.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $21.8M | 526,067 | 0.35% | new | NEW |
| Creative Planning | $21.6M | 521,414 | 0.01% | 11q | +6.3%+$1.3M |
| LexAurum Advisors, LLC | $21.3M | 514,015 | 2.46% | 14q | +3.3%+$672.8K |
| Garrett Wealth Advisory Group, LLC | $20.6M | 497,752 | 3.17% | new | NEW |
| Corient Private Wealth LP | $20.1M | 484,643 | 0.01% | 15q | +109.3%+$10.5M |
| TRUIST FINANCIAL CORP | $17.3M | 417,865 | 0.02% | 4q | +2.9%+$492.7K |
| CONTINUUM WEALTH ADVISORS, LLC | $17.1M | 413,351 | 5.78% | new | NEW |
| Allodium Investment Consultants, LLC | $15.9M | 383,166 | 6.74% | 7q | +8.5%+$1.2M |
| Align Financial, LLC | $15.0M | 363,191 | 7.46% | 3q | +9.7%+$1.3M |
| Cresset Asset Management, LLC | $14.4M | 347,406 | 0.05% | 9q | +33.3%+$3.6M |
| Networth Advisors, LLC | $12.6M | 303,799 | 7.31% | 3q | +14.3%+$1.6M |
| WELLS FARGO & COMPANY/MN | $12.5M | 300,686 | 0.00% | 8q | -19.2%-$3.0M |
| Allworth Financial LP | $12.0M | 289,797 | 0.05% | 15q | +26.7%+$2.5M |
| Kestra Investment Management, LLC | $11.8M | 284,724 | 0.23% | 7q | +26.5%+$2.5M |
| Cogent Private Wealth, Inc. | $11.3M | 273,103 | 7.07% | 3q | +18.3%+$1.7M |
| EJMK Ventures LLC | $10.7M | 257,533 | 4.84% | 3q | +56.4%+$3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 235,829 | 0.01% | 18q | +8.6%+$774.8K |
| Wealth Alliance Advisory Group, LLC | $9.2M | 222,640 | 1.33% | 2q | +22.2%+$1.7M |
| Trajan Wealth LLC | $8.5M | 204,416 | 0.32% | 10q | +10.0%+$772.3K |
| Pacific Asset Management, LLC | $8.1M | 195,503 | 3.97% | 7q | +4.4%+$343.0K |
| GTS SECURITIES LLC | $8.0M | 193,793 | 0.17% | 2q | +380.4%+$6.4M |
| Herold Advisors, Inc. | $7.8M | 188,219 | 1.54% | 11q | +7.9%+$570.4K |
| Financial Plan, Inc. | $7.1M | 172,083 | 0.68% | 3q | +13.6%+$851.9K |
| CoreCap Advisors, LLC | $6.8M | 164,608 | 0.20% | 8q | +24.0%+$1.3M |
| ENDEAVOR PRIVATE WEALTH, INC. | $6.4M | 154,878 | 1.56% | 7q | +19.7%+$1.1M |
| Werba Rubin Papier Wealth Management | $6.4M | 153,581 | 0.77% | 2q | +47.2%+$2.0M |
| MML INVESTORS SERVICES, LLC | $6.2M | 148,924 | 0.01% | 13q | -3.3%-$207.9K |
| Private Advisor Group, LLC | $6.2M | 148,583 | 0.03% | new | NEW |
| Plancorp, LLC | $6.1M | 148,512 | 0.15% | 21q | HELD |
| MATTERN CAPITAL MANAGEMENT, LLC | $6.0M | 145,608 | 0.70% | 8q | HELD |
| B&D White Capital Company, LLC | $6.0M | 144,961 | 0.60% | 20q | +3.0%+$176.8K |
| Savant Capital, LLC | $5.5M | 133,497 | 0.02% | new | NEW |
| Buck Wealth Strategies, LLC | $5.5M | 132,400 | 0.57% | 4q | +1.3%+$71.4K |
| Dogwood Wealth Management LLC | $5.5M | 132,047 | 2.16% | 11q | +5.9%+$304.2K |
| Kestra Advisory Services, LLC | $4.8M | 115,169 | 0.02% | 8q | +14.2%+$592.9K |
| Mattern Wealth Management LLC | $4.7M | 114,663 | 0.78% | 14q | +1.1%+$52.6K |
| McCartney Wealth Management LLC | $4.3M | 103,305 | 3.24% | 3q | +3.8%+$158.2K |
| Arax Advisory Partners | $4.2M | 101,790 | 0.03% | 3q | -4.6%-$202.6K |
| Quantum Financial Advisors, LLC | $4.2M | 100,536 | 0.41% | 17q | HELD |
| Arcadia Wealth Management, Inc. | $4.1M | 98,946 | 1.96% | 7q | +5.3%+$207.7K |
| OSAIC HOLDINGS, INC. | $4.0M | 96,308 | 0.00% | 16q | +1154.8%+$3.7M |
| Independent Advisor Alliance | $3.8M | 92,416 | 0.09% | 4q | +5.3%+$193.6K |
| PLANWISER FINANCIAL, LLC | $3.7M | 90,260 | 2.60% | 6q | +1.5%+$55.2K |
| SC&H Financial Advisors, Inc. | $3.6M | 87,837 | 0.48% | 19q | +0.5%+$19.5K |
| Wheels Up Wealth, Inc. | $3.4M | 81,380 | 2.86% | 3q | +4.5%+$144.6K |
| Copper Harbor Investment Advisors, LLC | $3.3M | 79,911 | 0.70% | new | FIRST |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 76,445 | 0.00% | 8q | +10.1%+$291.4K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.9M | 70,721 | 0.87% | 15q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $2.8M | 68,659 | 0.17% | 8q | +2.1%+$58.5K |
| Index Fund Advisors, Inc. | $2.8M | 68,259 | 0.11% | 16q | +6.0%+$158.9K |
| Approach Retirement Advisors, LLC | $2.8M | 67,793 | 2.04% | 3q | +12.6%+$314.3K |
| IHT Wealth Management, LLC | $2.8M | 66,435 | 0.06% | 7q | -1.8%-$49.4K |
| marrick wealth, LLC | $2.7M | 64,421 | 1.89% | 3q | +10.9%+$262.0K |
| WCG Wealth Advisors LLC | $2.6M | 63,159 | 0.06% | 12q | +13.8%+$316.4K |
| Focus Partners Advisor Solutions, LLC | $2.4M | 57,893 | 0.02% | 2q | +14.1%+$296.6K |
| OLD MISSION CAPITAL LLC | $2.4M | 57,721 | 0.04% | new | NEW |
| Visionary Wealth Advisors | $2.3M | 56,169 | 0.09% | 3q | +108.0%+$1.2M |
| CAP Partners, LLC | $2.2M | 53,855 | 1.09% | new | NEW |
| Dynamic Advisor Solutions LLC | $2.2M | 53,055 | 0.06% | 5q | +0.5%+$11.9K |
| GOLDMAN SACHS GROUP INC | $2.1M | 51,351 | 0.00% | 2q | -84.6%-$11.7M |
| Diversify Advisory Services, LLC | $1.9M | 47,208 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.9M | 47,208 | 0.03% | 8q | +98.9%+$958.3K |
| WMG Financial Advisors, LLC | $1.9M | 46,422 | 0.72% | 19q | +27.3%+$411.9K |
| Freedom Financial Partners LLC | $1.8M | 43,239 | 0.58% | 2q | +596.1%+$1.5M |
| Leading Edge Financial Planning LLC | $1.8M | 43,086 | 0.32% | 7q | +44.9%+$553.2K |
| CITADEL ADVISORS LLC | $1.8M | 42,927 | 0.00% | 2q | +265.2%+$1.3M |
| Clarity Asset Management, Inc. | $1.7M | 41,947 | 0.85% | 2q | +3.2%+$54.6K |
| Tillman Hartley LLC | $1.6M | 39,448 | 0.37% | 7q | +61.8%+$624.1K |
| L.K. Benson & Company, P.C. | $1.6M | 39,242 | 0.49% | 7q | +1.3%+$21.1K |
| FSA Advisors, Inc. | $1.5M | 36,490 | 0.35% | 2q | +506.5%+$1.3M |
| ATLas Financial Planning LLC | $1.5M | 35,399 | 1.19% | 3q | +161.6%+$905.5K |
| Orion Capital Management LLC | $1.5M | 35,372 | 0.45% | 5q | +17.9%+$222.2K |
| Life Planning Partners, Inc | $1.3M | 31,799 | 0.98% | 4q | -0.9%-$12.1K |
| AMERIPRISE FINANCIAL INC | $1.3M | 30,887 | 0.00% | 2q | +41.7%+$376.1K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $1.3M | 30,640 | 0.74% | 7q | -34.5%-$668.8K |
| Focus Partners Wealth | $1.3M | 30,213 | 0.00% | 3q | +33.5%+$314.1K |
| Truepoint, Inc. | $1.2M | 28,695 | 0.02% | 7q | -31.5%-$547.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 28,499 | 0.00% | 2q | -57.0%-$1.6M |
| Apella Capital, LLC | $1.2M | 28,466 | 0.02% | 11q | HELD |
| JANE STREET GROUP, LLC | $1.1M | 26,788 | 0.00% | 3q | -6.0%-$70.3K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.1M | 25,905 | 0.20% | 8q | -2.9%-$31.5K |
| GRAND WEALTH MANAGEMENT, LLC | $1.1M | 25,640 | 0.44% | 15q | -0.8%-$9.0K |
| SECURED RETIREMENT ADVISORS, LLC | $1.1M | 25,449 | 0.54% | 2q | +22.0%+$190.3K |
Showing the largest 100 of 182 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 | 175 | $1.5B | 36,513,901 | 22 | 95 | 30 | 0.0% |
| Q1 2026 | 168 | $1.3B | 32,181,976 | 25 | 77 | 38 | 0.0% |
| Q4 2025 | 147 | $1.3B | 30,235,148 | 22 | 69 | 22 | 0.0% |
| Q3 2025 | 120 | $1.0B | 24,595,347 | 10 | 65 | 18 | 0.0% |
| Q2 2025 | 120 | $943.4M | 22,680,134 | 13 | 59 | 31 | 0.0% |
| Q1 2025 | 114 | $866.5M | 20,957,219 | 15 | 52 | 31 | 0.0% |
| Q4 2024 | 111 | $657.0M | 16,207,152 | 13 | 47 | 20 | 0.0% |
| Q3 2024 | 103 | $705.1M | 16,652,803 | 26 | 39 | 18 | 0.0% |
| Q2 2024 | 83 | $497.0M | 12,175,339 | 13 | 37 | 25 | 0.0% |
| Q1 2024 | 76 | $466.2M | 11,303,134 | 8 | 38 | 21 | 0.0% |
| Q4 2023 | 79 | $430.6M | 10,311,676 | 18 | 28 | 23 | 0.0% |
| Q3 2023 | 58 | $367.5M | 9,277,589 | 8 | 31 | 15 | 0.0% |
| Q2 2023 | 55 | $340.2M | 8,231,777 | 7 | 29 | 13 | 0.0% |
| Q1 2023 | 50 | $258.3M | 6,086,027 | 9 | 19 | 15 | 0.0% |
| Q4 2022 | 42 | $209.9M | 5,110,414 | 8 | 16 | 11 | 0.0% |
| Q3 2022 | 39 | $153.0M | 3,780,597 | 6 | 16 | 10 | 0.0% |
| Q2 2022 | 34 | $169.4M | 3,935,877 | 3 | 19 | 5 | 0.0% |
| Q1 2022 | 34 | $119.5M | 2,635,442 | 9 | 15 | 6 | 0.0% |
| Q4 2021 | 28 | $68.2M | 1,398,926 | 5 | 9 | 5 | 0.0% |
| Q3 2021 | 17 | $36.8M | 749,278 | 6 | 7 | 1 | 0.0% |
| Q2 2021 | 13 | $24.4M | 493,972 | 4 | 6 | 2 | 0.0% |
| Q1 2021 | 10 | $14.0M | 288,821 | 9 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $16.1M | 319,000 | 1 | 0 | 0 | 0.0% |