AMERICAN CENTY ETF TR (AVMA)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
23
Reporting holders
$29.6M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Cogent Private Wealth, Inc. | $10.6M | 145,179 | 6.61% | 3q | +31.1%+$2.5M |
| Great Point Wealth Advisors, LLC | $6.6M | 90,833 | 1.07% | 9q | HELD |
| LPL Financial LLC | $2.3M | 31,860 | 0.00% | 8q | -11.0%-$287.5K |
| CROSSPOINT FINANCIAL, LLC | $1.3M | 17,200 | 2.87% | 6q | -18.8%-$289.4K |
| Diversify Advisory Services, LLC | $1.2M | 16,395 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 16,395 | 0.02% | 8q | +9.0%+$97.8K |
| Vawter Financial, Ltd. | $1.1M | 15,652 | 0.43% | 11q | -49.2%-$1.1M |
| Integrity Wealth Solutions LLC | $1.1M | 14,988 | 0.40% | 11q | +11.9%+$115.7K |
| OSAIC HOLDINGS, INC. | $1.0M | 13,754 | 0.00% | 10q | +34.9%+$259.2K |
| Versant Capital Management, Inc | $800.5K | 10,983 | 0.07% | 11q | -23.2%-$242.4K |
| OceanIQ Capital, LLC | $523.0K | 7,084 | 0.32% | new | FIRST |
| Plancorp, LLC | $286.0K | 3,950 | 0.01% | 11q | +5.3%+$14.5K |
| Arlington Financial Advisors, LLC | $271.8K | 3,729 | 0.03% | 3q | +1.5%+$4.0K |
| marrick wealth, LLC | $249.1K | 3,418 | 0.18% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $245.4K | 3,366 | 0.00% | 3q | -0.6%-$1.6K |
| Werba Rubin Papier Wealth Management | $226.9K | 3,113 | 0.03% | 2q | -6.1%-$14.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $215.1K | 2,951 | 0.00% | new | NEW |
| Integrated Advisors Network LLC | $206.8K | 2,837 | 0.01% | new | NEW |
| Robinswood Financial LLC | $79.3K | 1,087 | 0.02% | 2q | +170.4%+$50.0K |
| Farther Finance Advisors, LLC | $43.7K | 600 | 0.00% | 3q | HELD |
| Mosley Wealth Management | $39.3K | 539 | 0.01% | new | NEW |
| EverSource Wealth Advisors, LLC | $22.3K | 306 | 0.00% | 10q | +0.7% |
| HARBOUR INVESTMENTS, INC. | $3.9K | 54 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $540 | 7,404 | 0.00% | 4q | +108.7% |
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 | 23 | $29.6M | 406,273 | 6 | 8 | 6 | 0.0% |
| Q1 2026 | 19 | $24.3M | 361,330 | 3 | 8 | 3 | 0.0% |
| Q4 2025 | 18 | $22.0M | 331,448 | 5 | 6 | 3 | 0.0% |
| Q3 2025 | 16 | $15.1M | 231,728 | 4 | 7 | 2 | 0.0% |
| Q2 2025 | 12 | $6.4M | 103,633 | 1 | 3 | 5 | 0.0% |
| Q1 2025 | 15 | $12.2M | 210,989 | 2 | 6 | 4 | 0.0% |
| Q4 2024 | 14 | $11.6M | 199,869 | 1 | 7 | 3 | 0.0% |
| Q3 2024 | 13 | $11.0M | 184,355 | 3 | 4 | 2 | 0.0% |
| Q2 2024 | 10 | $9.6M | 169,681 | 0 | 7 | 1 | 0.0% |
| Q1 2024 | 11 | $8.7M | 153,053 | 4 | 3 | 1 | 0.0% |
| Q4 2023 | 7 | $1.2M | 22,424 | 4 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $303.6K | 6,080 | 2 | 0 | 0 | 0.0% |