# AMERICAN CENTY ETF TR (AVLC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVLC/

- Reporting holders: 7
- Reported value: $238.1M
- 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 |
|---|---|---|---|---|
| [Oak Root LLC](https://holderbook.com/funds/2027377-oak-root-llc/) | $181.3M | 2,008,725 | 20.0% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $20.2M | 220,308 | 0.3% | 2 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $14.7M | 162,333 | 3.3% | 10 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $12.3M | 135,835 | 7.6% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.0M | 99,937 | 0.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $401.6K | 4,449 | 0.0% | 9 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $193.2K | 2,140 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $238.1M |
| Q2 2026 | 114 | $1.4B |
| Q1 2026 | 88 | $1.0B |
| Q4 2025 | 81 | $904.1M |
| Q3 2025 | 64 | $799.6M |
| Q2 2025 | 55 | $672.0M |
| Q1 2025 | 42 | $520.9M |
| Q4 2024 | 32 | $437.1M |
| Q3 2024 | 28 | $377.7M |
| Q2 2024 | 19 | $288.5M |
| Q1 2024 | 11 | $212.8M |
| Q4 2023 | 7 | $175.9M |