AMERICAN CENTY ETF TR (AVLC)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
109
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+24
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 |
|---|---|---|---|---|---|
| Oak Root LLC | $180.7M | 2,008,725 | 19.94% | 11q | -14.6%-$30.8M |
| Hills Bank & Trust Co | $101.3M | 1,125,936 | 4.31% | 3q | -5.3%-$5.7M |
| Beaird Harris Wealth Management, LLC | $75.7M | 841,598 | 4.74% | 9q | +13.0%+$8.7M |
| Pacific Life Fund Advisors LLC | $66.5M | 739,705 | 7.32% | 9q | -7.6%-$5.5M |
| ENVESTNET ASSET MANAGEMENT INC | $63.6M | 706,672 | 0.02% | 8q | +12.3%+$7.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $44.4M | 493,444 | 0.96% | 8q | +11.1%+$4.5M |
| Cypress Point Wealth Management, LLC | $43.4M | 482,866 | 8.84% | 10q | -2.9%-$1.3M |
| Ridgeline Wealth, LLC | $40.5M | 450,687 | 23.72% | 5q | HELD |
| LPL Financial LLC | $38.0M | 422,791 | 0.01% | 10q | -5.3%-$2.1M |
| Global Strategic Investment Solutions, LLC | $37.3M | 414,510 | 3.31% | 5q | +89.5%+$17.6M |
| Simplicity Wealth,LLC | $34.2M | 380,366 | 1.15% | 6q | +2.4%+$804.7K |
| Well Done, LLC | $32.7M | 363,663 | 4.40% | 3q | +7.1%+$2.2M |
| JPMORGAN CHASE & CO | $32.0M | 358,552 | 0.00% | 5q | -0.9%-$288.7K |
| Allworth Financial LP | $29.1M | 323,092 | 0.12% | 4q | +27.7%+$6.3M |
| Networth Advisors, LLC | $23.3M | 259,352 | 13.56% | 3q | +6.9%+$1.5M |
| Vestmark Advisory Solutions, Inc. | $21.9M | 243,516 | 0.21% | 4q | +1157.8%+$20.2M |
| OneDigital Investment Advisors LLC | $20.7M | 229,862 | 0.17% | 5q | +1.6%+$334.0K |
| FAS Wealth Partners, Inc. | $20.6M | 228,649 | 1.07% | 9q | +4.6%+$896.3K |
| AMERICAN CENTURY COMPANIES INC | $19.6M | 218,405 | 0.01% | new | NEW |
| UPTICK PARTNERS, LLC | $19.5M | 216,968 | 3.04% | 3q | +137.6%+$11.3M |
| AE Wealth Management LLC | $16.2M | 180,245 | 0.08% | 7q | +19.7%+$2.7M |
| Cresset Asset Management, LLC | $15.7M | 174,005 | 0.06% | 8q | +23.9%+$3.0M |
| Buttonwood Financial Group, LLC | $15.3M | 169,783 | 8.73% | 4q | -3.6%-$567.6K |
| Prosperity Planning, Inc. | $13.6M | 151,352 | 3.12% | 9q | +5.3%+$689.3K |
| ARCADIA INVESTMENT ADVISORS LLC | $13.1M | 145,554 | 5.52% | 9q | +2.3%+$296.2K |
| Strategic Blueprint, LLC | $13.1M | 145,387 | 0.65% | 3q | +2.2%+$277.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $12.8M | 142,782 | 0.01% | 7q | +70.6%+$5.3M |
| HighTower Advisors, LLC | $12.2M | 135,800 | 0.01% | 6q | HELD |
| Western Reserve Capital Management, LLC | $11.9M | 132,044 | 8.81% | 3q | +0.7%+$77.9K |
| Visionary Wealth Advisors | $11.5M | 128,084 | 0.45% | 8q | +5.6%+$611.8K |
| B&D White Capital Company, LLC | $11.4M | 126,616 | 1.13% | new | NEW |
| Dogwood Wealth Management LLC | $9.8M | 109,391 | 3.88% | 9q | -5.6%-$581.3K |
| Mendota Financial Group, LLC | $9.8M | 108,849 | 6.07% | 5q | +17.5%+$1.5M |
| Herold Advisors, Inc. | $9.8M | 108,644 | 1.93% | 9q | +19.9%+$1.6M |
| Waterfront Wealth Inc. | $9.4M | 104,343 | 1.46% | 10q | +134.2%+$5.4M |
| Haven Private, LLC | $9.3M | 102,825 | 3.52% | 7q | +7.1%+$610.2K |
| MML INVESTORS SERVICES, LLC | $9.1M | 101,271 | 0.02% | 6q | +21.7%+$1.6M |
| TWO SIGMA INVESTMENTS, LP | $8.5M | 94,200 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $8.5M | 94,083 | 0.25% | 6q | +15.3%+$1.1M |
| Canvas Wealth Advisors, LLC | $8.3M | 91,889 | 1.15% | 2q | +5.1%+$400.2K |
| COMMERCE BANK | $8.2M | 91,240 | 0.04% | 2q | +418.3%+$6.6M |
| ShankerValleau Wealth Advisors, Inc. | $8.0M | 88,673 | 2.10% | 5q | -2.3%-$186.2K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $7.6M | 84,292 | 1.45% | 2q | +0.9%+$65.4K |
| Private Wealth Asset Management, LLC | $5.9M | 65,534 | 0.57% | 3q | +17.2%+$870.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 56,028 | 0.01% | 10q | +15.2%+$666.3K |
| BFI Wealth Solutions, LLC | $4.2M | 46,466 | 3.10% | 3q | +129.5%+$2.4M |
| Ameritas Advisory Services, LLC | $4.0M | 44,649 | 0.08% | new | NEW |
| Apella Capital, LLC | $3.9M | 44,087 | 0.06% | new | NEW |
| ENDEAVOR PRIVATE WEALTH, INC. | $3.3M | 37,116 | 0.81% | 3q | +9.9%+$301.1K |
| Plancorp, LLC | $3.2M | 36,272 | 0.08% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 35,175 | 0.00% | 4q | +108.1%+$1.6M |
| Rockefeller Capital Management L.P. | $2.7M | 29,681 | 0.00% | 8q | +1.0%+$26.4K |
| SEEDS INVESTOR LLC | $2.6M | 28,819 | 0.27% | 5q | +24.2%+$505.1K |
| Corient Private Wealth LP | $2.2M | 24,722 | 0.00% | 9q | +257.7%+$1.6M |
| WCG Wealth Advisors LLC | $2.1M | 23,461 | 0.05% | 8q | -23.7%-$655.5K |
| MAI Capital Management | $1.9M | 21,597 | 0.01% | 5q | +36.9%+$523.9K |
| LEGACY FINANCIAL GROUP, INC. | $1.9M | 21,058 | 0.44% | 6q | +35.6%+$497.8K |
| Chicago Partners Investment Group LLC | $1.9M | 21,281 | 0.04% | 11q | +3.6%+$66.4K |
| FSA Advisors, Inc. | $1.9M | 20,860 | 0.43% | new | NEW |
| Kestra Advisory Services, LLC | $1.8M | 20,070 | 0.01% | 3q | +11.1%+$180.2K |
| Fort Vancouver Investment Management, LLC | $1.7M | 18,755 | 0.79% | new | NEW |
| World Investment Advisors | $1.5M | 19,360 | 0.02% | 4q | HELD |
| Armbruster Capital Management, Inc. | $1.5M | 16,200 | 0.22% | 8q | -22.9%-$431.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 12,113 | 0.00% | 4q | +55.8%+$390.2K |
| DIXON FNANCIAL SERVICES, INC. | $1.1M | 11,933 | 0.43% | 10q | HELD |
| Independent Wealth Network Inc. | $939.5K | 10,444 | 0.24% | new | NEW |
| Team Financial Group, LLC | $931.9K | 10,359 | 0.40% | 2q | +242.7%+$659.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $890.5K | 9,899 | 0.00% | 5q | -17.1%-$183.1K |
| Bison Wealth, LLC | $823.9K | 9,175 | 0.08% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $770.8K | 8,564 | 0.00% | 2q | -0.7%-$5.8K |
| VAQUERO PRIVATE WEALTH, LTD | $752.2K | 8,361 | 0.15% | new | FIRST |
| Lloyd Advisory Services, LLC. | $711.6K | 7,910 | 0.28% | 3q | +650.5%+$616.8K |
| Clearwater Capital Advisors, LLC | $580.6K | 6,454 | 0.04% | new | NEW |
| MONTAG A & ASSOCIATES INC | $542.5K | 6,030 | 0.02% | 3q | +58.5%+$200.2K |
| Quantinno Capital Management LP | $516.4K | 5,740 | 0.00% | new | NEW |
| Allegiance Financial Group Advisory Services LLC | $501.7K | 5,577 | 0.09% | 5q | HELD |
| Capital Investment Advisors, LLC | $478.3K | 5,317 | 0.01% | new | NEW |
| Diversify Advisory Services, LLC | $472.1K | 5,325 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $472.1K | 5,325 | 0.01% | 2q | +90.2%+$223.9K |
| Compound Planning, Inc. | $453.0K | 5,035 | 0.01% | 4q | +83.2%+$205.7K |
| Farther Finance Advisors, LLC | $441.1K | 4,903 | 0.00% | 8q | -22.7%-$129.6K |
| Evanson Financial, LLC | $417.6K | 4,642 | 0.02% | new | FIRST |
| Pacific Asset Management, LLC | $404.4K | 4,495 | 0.20% | 5q | -3.0%-$12.6K |
| Acropolis Investment Management, LLC | $358.5K | 4,280 | 0.01% | 2q | +100.0%+$179.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $358.0K | 3,982 | 0.01% | 3q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $340.7K | 3,787 | 0.02% | 2q | +15.6%+$46.0K |
| Private Advisor Group, LLC | $334.2K | 3,715 | 0.00% | 2q | +5.7%+$17.9K |
| D. E. Shaw & Co., Inc. | $303.2K | 3,370 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $290.8K | 3,233 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $218.1K | 2,424 | 0.00% | new | NEW |
| BLVD Private Wealth, LLC | $212.6K | 2,363 | 0.16% | new | NEW |
| Acorn Wealth Advisors, LLC | $204.5K | 2,273 | 0.05% | new | NEW |
| Savvy Advisors, Inc. | $204.0K | 2,268 | 0.00% | new | NEW |
| Burk Holdings LLC | $172.5K | 1,918 | 0.06% | 2q | HELD |
| Collier Financial | $128.8K | 1,431 | 0.09% | new | NEW |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $106.7K | 1,186 | 0.01% | new | NEW |
| Kingdom Financial Group LLC. | $93.3K | 1,037 | 0.02% | 3q | -1.6%-$1.5K |
| Nemes Rush Group LLC | $74.0K | 823 | 0.01% | 6q | HELD |
| Kings Path Partners LLC | $60.1K | 668 | 0.02% | new | NEW |
| Rossby Financial, LCC | $58.9K | 655 | 0.01% | 4q | +53.8%+$20.6K |
Showing the largest 100 of 114 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 | 109 | $1.3B | 14,141,210 | 26 | 53 | 17 | 0.0% |
| Q1 2026 | 85 | $968.1M | 12,486,412 | 13 | 45 | 16 | 0.0% |
| Q4 2025 | 79 | $873.7M | 11,101,766 | 16 | 36 | 12 | 0.0% |
| Q3 2025 | 61 | $772.0M | 10,089,099 | 13 | 31 | 10 | 0.0% |
| Q2 2025 | 53 | $665.5M | 9,367,197 | 16 | 25 | 8 | 0.0% |
| Q1 2025 | 39 | $514.1M | 8,007,565 | 12 | 17 | 6 | 0.0% |
| Q4 2024 | 31 | $436.6M | 6,463,085 | 6 | 15 | 2 | 0.0% |
| Q3 2024 | 26 | $374.7M | 5,674,617 | 10 | 12 | 1 | 0.0% |
| Q2 2024 | 18 | $287.6M | 4,582,128 | 10 | 5 | 1 | 0.0% |
| Q1 2024 | 10 | $211.8M | 3,428,429 | 5 | 4 | 0 | 0.0% |
| Q4 2023 | 7 | $175.9M | 3,161,861 | 6 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $260.3K | 4,879 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $834.6K | 16,330 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $603.6K | 12,026 | 1 | 0 | 0 | 0.0% |