AMERICAN CENTY ETF TR (AVLV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
545
Reporting holders
$14.8B
Reported value
0.0%
Held as options
+82
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0B | 32,368,237 | 1.58% | 15q | +1247.9%+$2.7B |
| PNC Financial Services Group, Inc. | $1.7B | 18,702,541 | 0.85% | 6q | +41.5%+$499.9M |
| ENVESTNET ASSET MANAGEMENT INC | $891.8M | 9,778,034 | 0.21% | 15q | -3.6%-$33.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843.1M | 9,226,406 | 1.41% | 16q | +19.8%+$139.4M |
| AMERIPRISE FINANCIAL INC | $423.2M | 4,620,546 | 0.09% | 9q | -40.3%-$285.2M |
| LPL Financial LLC | $365.3M | 4,005,109 | 0.08% | 17q | +29.3%+$82.9M |
| AMERICAN CENTURY COMPANIES INC | $329.2M | 3,608,727 | 0.15% | 16q | +26.2%+$68.3M |
| Focus Partners Wealth | $249.4M | 2,734,778 | 0.26% | 8q | +9.2%+$21.0M |
| Cerity Partners LLC | $248.7M | 2,726,265 | 0.30% | 7q | -3.7%-$9.4M |
| Falcon Wealth Planning | $189.5M | 2,077,645 | 11.96% | 11q | +5.4%+$9.8M |
| Petersen Hastings Wealth Advisors Inc. | $177.5M | 1,946,250 | 14.90% | 3q | -2.8%-$5.1M |
| Waverly Advisors, LLC | $160.0M | 1,754,726 | 0.93% | 14q | +5.3%+$8.1M |
| Apollon Wealth Management, LLC | $145.3M | 1,592,606 | 1.76% | 12q | +25.5%+$29.5M |
| BANK OF AMERICA CORP /DE/ | $145.2M | 1,592,353 | 0.01% | 14q | +48.7%+$47.6M |
| Savant Capital, LLC | $134.8M | 1,478,222 | 0.40% | 14q | -2.3%-$3.2M |
| Cetera Investment Advisers | $132.6M | 1,454,277 | 0.12% | 10q | +21.2%+$23.2M |
| FMR LLC | $127.5M | 1,397,539 | 0.01% | 12q | +10.7%+$12.3M |
| Pure Financial Advisors, LLC | $126.1M | 1,382,944 | 1.61% | 19q | -4.5%-$5.9M |
| Glenview Trust Co | $125.4M | 1,456,166 | 0.92% | 12q | +108.0%+$65.1M |
| Moisand Fitzgerald Tamayo, LLC | $123.7M | 1,356,674 | 12.08% | 18q | HELD |
| Beaird Harris Wealth Management, LLC | $121.1M | 1,327,308 | 7.58% | 19q | -1.1%-$1.4M |
| Alesco Advisors, LLC, An ESL Co | $113.3M | 1,242,346 | 2.60% | 11q | -3.8%-$4.5M |
| Bridgewater Advisors Inc. | $112.5M | 1,208,088 | 6.13% | 17q | +1.6%+$1.8M |
| HUB Investment Partners, LLC | $110.0M | 1,205,715 | 1.98% | 3q | +6.7%+$6.9M |
| MORGAN STANLEY | $104.0M | 1,139,973 | 0.01% | 13q | -6.8%-$7.6M |
| Cannon Financial Strategists, Inc. | $103.1M | 1,130,339 | 11.74% | 13q | HELD |
| Arax Advisory Partners | $98.2M | 1,076,147 | 0.65% | 3q | +88.6%+$46.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $95.3M | 1,045,145 | 0.12% | 16q | +5.7%+$5.2M |
| Wealth Management Nebraska | $94.9M | 1,040,364 | 8.47% | 7q | +10.9%+$9.4M |
| NIXON PEABODY TRUST CO | $93.5M | 1,024,753 | 6.61% | 11q | -0.7%-$644.9K |
| &PARTNERS | $85.2M | 933,121 | 0.35% | 8q | +4.7%+$3.8M |
| B&D White Capital Company, LLC | $82.4M | 903,710 | 8.20% | 11q | +10.2%+$7.6M |
| ESL Trust Services, LLC | $77.0M | 843,691 | 13.12% | 4q | HELD |
| TWO SIGMA INVESTMENTS, LP | $76.5M | 838,300 | 0.06% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $70.7M | 775,298 | 0.66% | 2q | +41.1%+$20.6M |
| FAS Wealth Partners, Inc. | $67.1M | 736,028 | 3.50% | 11q | +8.1%+$5.0M |
| RAYMOND JAMES FINANCIAL INC | $65.9M | 722,783 | 0.02% | 7q | +16.2%+$9.2M |
| Allegiance Financial Group Advisory Services LLC | $61.7M | 676,877 | 10.69% | 15q | +7.0%+$4.0M |
| Rockefeller Capital Management L.P. | $60.9M | 667,153 | 0.09% | 13q | -2.4%-$1.5M |
| JPMORGAN CHASE & CO | $60.3M | 660,801 | 0.00% | 13q | +7.7%+$4.3M |
| BENJAMIN EDWARDS INC | $59.4M | 651,701 | 0.54% | 2q | +0.6%+$341.7K |
| Focus Partners Advisor Solutions, LLC | $58.6M | 642,722 | 0.50% | 17q | +85.3%+$27.0M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $58.0M | 636,183 | 10.98% | 8q | HELD |
| Financial Engines Advisors L.L.C. | $57.8M | 634,091 | 0.10% | 9q | -2.2%-$1.3M |
| Farther Finance Advisors, LLC | $53.0M | 580,568 | 0.41% | 14q | HELD |
| Kestra Advisory Services, LLC | $51.9M | 568,940 | 0.17% | 6q | +3.7%+$1.9M |
| JRM Investment Counsel, LLC | $49.4M | 541,727 | 11.96% | 16q | +1.8%+$871.8K |
| UBS Group AG | $48.3M | 529,807 | 0.01% | 15q | +3.0%+$1.4M |
| WELLS FARGO & COMPANY/MN | $47.6M | 521,766 | 0.01% | 11q | -31.6%-$22.0M |
| Waterloo Capital, L.P. | $45.9M | 502,911 | 2.58% | new | NEW |
| Visionary Wealth Advisors | $45.1M | 494,417 | 1.78% | 14q | +5.2%+$2.2M |
| Legacy Financial Strategies, LLC | $44.4M | 487,176 | 6.88% | 8q | +1.1%+$485.5K |
| Tulsa Wealth Advisors, INC | $43.5M | 476,527 | 6.12% | 2q | +16.7%+$6.2M |
| MASON STREET ADVISORS, LLC | $43.3M | 474,820 | 3.90% | new | NEW |
| Armstrong, Fleming & Moore, Inc | $40.9M | 448,575 | 13.55% | new | NEW |
| Global Strategic Investment Solutions, LLC | $40.5M | 444,515 | 3.59% | 9q | -33.6%-$20.5M |
| Aprio Wealth Management, LLC | $38.4M | 421,374 | 1.90% | 3q | -2.9%-$1.1M |
| Integrated Wealth Concepts LLC | $38.1M | 417,725 | 0.19% | new | NEW |
| N.E.W. Advisory Services LLC | $37.1M | 406,520 | 2.48% | 7q | +4.1%+$1.4M |
| ROYAL BANK OF CANADA | $35.9M | 393,553 | 0.01% | 7q | +16.9%+$5.2M |
| Corient Private Wealth LP | $34.2M | 375,260 | 0.02% | 15q | +97.4%+$16.9M |
| ShoreHaven Wealth Partners, LLC | $34.0M | 372,316 | 10.68% | 12q | +6.4%+$2.0M |
| Leading Edge Financial Planning LLC | $33.5M | 367,041 | 5.96% | 12q | +5.7%+$1.8M |
| Chicago Partners Investment Group LLC | $32.8M | 358,021 | 0.66% | 19q | +3.2%+$1.0M |
| Apella Capital, LLC | $31.9M | 350,410 | 0.45% | 7q | +7.7%+$2.3M |
| Symmetry Partners, LLC | $31.4M | 344,510 | 1.60% | 8q | +3.7%+$1.1M |
| FIDUCIARY FINANCIAL ADVISORS | $30.7M | 336,376 | 3.12% | 2q | +125.8%+$17.1M |
| FINANCIAL MANAGEMENT NETWORK INC | $29.7M | 324,251 | 4.26% | 9q | +160.7%+$18.3M |
| Three Cord True Wealth Management, LLC | $28.5M | 312,452 | 13.56% | 7q | +5.5%+$1.5M |
| MML INVESTORS SERVICES, LLC | $28.2M | 309,512 | 0.06% | 13q | +49.9%+$9.4M |
| McMill Wealth Management | $26.9M | 26,901,121 | 6.35% | 7q | +9183.2%+$26.6M |
| Fonville Wealth Management LLC | $26.9M | 294,650 | 4.39% | 11q | +11.6%+$2.8M |
| River Road Asset Management, LLC | $26.7M | 293,193 | 0.30% | new | NEW |
| Cornerstone Wealth Partners, LLC | $25.5M | 279,084 | 11.83% | 3q | +10.2%+$2.4M |
| Austin Wealth Management, LLC | $24.5M | 267,001 | 5.17% | 12q | +0.6%+$134.9K |
| AIRE ADVISORS, LLC | $24.4M | 267,585 | 3.97% | 14q | +0.8%+$192.2K |
| Nova R Wealth, Inc. | $23.6M | 259,158 | 6.90% | 17q | +2.9%+$666.2K |
| Arlington Financial Advisors, LLC | $23.1M | 253,772 | 2.94% | 10q | +0.8%+$173.0K |
| REAP Financial Group, LLC | $22.9M | 250,615 | 3.90% | 11q | +9.1%+$1.9M |
| Meritas Wealth Management, LLC | $22.6M | 248,212 | 8.84% | 12q | +7.4%+$1.6M |
| Kestra Investment Management, LLC | $22.6M | 247,841 | 0.44% | 9q | +12.7%+$2.5M |
| Ullmann Wealth Partners Group, LLC | $22.5M | 247,158 | 2.05% | 6q | +2.2%+$495.0K |
| WJ Interests, LLC | $22.5M | 246,306 | 8.66% | 15q | +37.7%+$6.1M |
| FIDELITY D & D BANCORP INC | $22.4M | 246,107 | 7.70% | 9q | +11.1%+$2.2M |
| Clearwater Capital Advisors, LLC | $22.4M | 246,027 | 1.64% | 4q | +3.0%+$654.6K |
| Oceanside Advisors LLC | $22.2M | 243,901 | 11.23% | 11q | +0.9%+$198.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $21.9M | 240,042 | 0.01% | 7q | +99.3%+$10.9M |
| HILL ISLAND FINANCIAL LLC | $21.7M | 237,431 | 4.62% | new | NEW |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $21.6M | 236,633 | 15.06% | 13q | -4.0%-$903.3K |
| Private Advisor Group, LLC | $21.0M | 229,963 | 0.10% | 11q | +45.9%+$6.6M |
| Heritage Wealth Management, Inc. /CA/ | $20.8M | 227,848 | 7.89% | 11q | +1.2%+$244.2K |
| Providence Financial Advisors, LLC | $20.6M | 225,587 | 11.70% | 4q | +7.3%+$1.4M |
| Advantage Trust Co | $20.3M | 222,996 | 7.16% | 9q | +5.4%+$1.0M |
| Shotwell Rutter Baer Inc | $19.2M | 210,507 | 10.54% | 11q | -2.8%-$554.1K |
| NewEdge Advisors, LLC | $19.2M | 210,461 | 0.06% | 11q | +33.2%+$4.8M |
| FIRST NATIONAL BANK SIOUX FALLS | $19.0M | 225,021 | 5.21% | 17q | HELD |
| Apollon Financial, LLC | $18.7M | 204,736 | 2.20% | 11q | +4.2%+$747.9K |
| Perigon Wealth Management, LLC | $18.5M | 203,328 | 0.29% | 13q | +6.8%+$1.2M |
| BostonPremier Wealth LLC | $18.5M | 203,126 | 7.87% | 7q | +3.7%+$663.8K |
| Kooman & Associates | $18.3M | 201,011 | 4.92% | new | NEW |
Showing the largest 100 of 566 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 | 545 | $14.8B | 161,892,140 | 100 | 240 | 106 | 0.0% |
| Q1 2026 | 463 | $9.6B | 118,930,906 | 57 | 212 | 108 | 0.0% |
| Q4 2025 | 424 | $8.6B | 112,526,458 | 39 | 187 | 86 | 0.0% |
| Q3 2025 | 381 | $7.5B | 103,921,519 | 46 | 187 | 77 | 0.0% |
| Q2 2025 | 352 | $7.0B | 102,189,829 | 36 | 179 | 81 | 0.0% |
| Q1 2025 | 341 | $4.9B | 74,963,242 | 39 | 194 | 57 | 0.0% |
| Q4 2024 | 329 | $4.1B | 61,679,762 | 49 | 147 | 53 | 0.0% |
| Q3 2024 | 260 | $3.6B | 54,701,648 | 42 | 130 | 44 | 0.0% |
| Q2 2024 | 235 | $3.0B | 48,466,754 | 39 | 116 | 39 | 0.0% |
| Q1 2024 | 207 | $2.4B | 37,545,980 | 40 | 97 | 46 | 0.0% |
| Q4 2023 | 176 | $1.5B | 26,449,641 | 33 | 76 | 28 | 0.0% |
| Q3 2023 | 128 | $1.0B | 19,560,497 | 14 | 66 | 26 | 0.0% |
| Q2 2023 | 122 | $820.8M | 15,639,907 | 29 | 57 | 19 | 0.1% |
| Q1 2023 | 98 | $593.1M | 11,552,487 | 23 | 49 | 13 | 0.3% |
| Q4 2022 | 79 | $495.3M | 9,845,646 | 29 | 36 | 3 | 0.0% |
| Q3 2022 | 56 | $330.0M | 7,403,402 | 14 | 37 | 3 | 0.0% |
| Q2 2022 | 51 | $268.1M | 5,807,775 | 26 | 20 | 2 | 0.0% |
| Q1 2022 | 29 | $130.5M | 2,417,231 | 16 | 9 | 2 | 0.0% |
| Q4 2021 | 15 | $104.2M | 1,922,089 | 12 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $1.0M | 20,100 | 1 | 0 | 0 | 0.0% |