# AMERICAN CENTY ETF TR (AVLV)

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

- Reporting holders: 31
- Reported value: $266.4M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $53.7M | 593,451 | 0.4% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $39.7M | 431,721 | 0.5% | 8 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $32.6M | 355,983 | 4.7% | 10 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $20.3M | 224,744 | 14.6% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $19.7M | 217,738 | 0.5% | 1 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $17.2M | 190,429 | 2.9% | 2 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $16.9M | 187,163 | 3.5% | 18 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $15.4M | 169,781 | 8.8% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $8.9M | 98,051 | 2.0% | 10 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $7.2M | 79,973 | 1.1% | 8 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.0M | 77,374 | 0.7% | 4 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $5.2M | 57,719 | 2.0% | 12 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $4.8M | 53,106 | 3.0% | 7 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $4.6M | 51,308 | 2.7% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.3M | 24,732 | 0.1% | 17 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $1.8M | 20,419 | 1.4% | 2 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.6M | 17,579 | 0.0% | 3 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.6M | 17,545 | 0.1% | 8 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $1.6M | 17,431 | 0.4% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $1.2M | 13,305 | 0.3% | 7 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.0M | 11,294 | 0.0% | 2 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $795.9K | 8,800 | 0.5% | 4 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $370.4K | 4,095 | 0.1% | 1 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $322.6K | 3,567 | 0.0% | 8 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $319.6K | 3,534 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $266.4M |
| Q2 2026 | 570 | $16.3B |
| Q1 2026 | 484 | $9.8B |
| Q4 2025 | 445 | $8.8B |
| Q3 2025 | 400 | $7.8B |
| Q2 2025 | 374 | $7.3B |
| Q1 2025 | 358 | $5.1B |
| Q4 2024 | 345 | $4.4B |
| Q3 2024 | 278 | $3.8B |
| Q2 2024 | 252 | $3.2B |
| Q1 2024 | 221 | $2.6B |
| Q4 2023 | 188 | $1.7B |