AMERICAN CENTY ETF TR (AVMC)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
78
Reporting holders
$338.1M
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | $35.4M | 441,006 | 5.24% | 5q | +5.1%+$1.7M |
| HighTower Advisors, LLC | $33.0M | 410,979 | 0.03% | 3q | +242.9%+$23.4M |
| Berger Financial Group, Inc | $21.6M | 269,524 | 1.10% | 8q | +10.4%+$2.0M |
| LPL Financial LLC | $19.9M | 248,067 | 0.00% | 8q | +103.2%+$10.1M |
| Tarbox Family Office, Inc. | $19.3M | 240,067 | 2.76% | 2q | +49.4%+$6.4M |
| Wealth Management Partners, LLC | $17.5M | 218,287 | 4.12% | 5q | +0.5%+$90.7K |
| Networth Advisors, LLC | $15.2M | 189,314 | 8.83% | 3q | +6.2%+$885.1K |
| AMERICAN CENTURY COMPANIES INC | $15.1M | 187,798 | 0.01% | 11q | +17.7%+$2.3M |
| CGN Advisors LLC | $14.5M | 180,847 | 1.06% | 9q | +9.3%+$1.2M |
| Envision Financial Planning, LLC | $11.5M | 143,101 | 3.74% | 8q | +1.2%+$131.9K |
| AE Wealth Management LLC | $11.3M | 141,166 | 0.05% | 7q | +24.8%+$2.3M |
| MORGAN STANLEY | $10.2M | 126,988 | 0.00% | 2q | +11902.6%+$10.1M |
| Tiller Private Wealth, Inc. | $9.0M | 111,704 | 2.81% | 3q | +5.8%+$495.2K |
| Bleakley Financial Group, LLC | $8.1M | 101,456 | 0.10% | 2q | +339.2%+$6.3M |
| Independent Advisor Alliance | $8.1M | 101,205 | 0.19% | 2q | -12.6%-$1.2M |
| Corient Private Wealth LP | $7.2M | 89,404 | 0.00% | new | NEW |
| Mendota Financial Group, LLC | $7.1M | 88,914 | 4.42% | 6q | +29.8%+$1.6M |
| Chicago Partners Investment Group LLC | $5.4M | 68,484 | 0.11% | 11q | +1.2%+$66.6K |
| Kestra Advisory Services, LLC | $4.1M | 51,660 | 0.01% | 6q | -1.0%-$40.2K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 50,481 | 0.00% | 2q | +4.4%+$170.8K |
| &PARTNERS | $4.0M | 49,946 | 0.02% | 2q | +3.7%+$145.4K |
| LexAurum Advisors, LLC | $3.8M | 47,944 | 0.44% | 10q | +10.4%+$362.1K |
| COMMERCE BANK | $3.4M | 42,311 | 0.01% | 2q | +140.8%+$2.0M |
| CFS Investment Advisory Services, LLC | $3.1M | 38,813 | 0.21% | 5q | +2.8%+$85.6K |
| Glenview Trust Co | $3.1M | 38,225 | 0.02% | new | NEW |
| HB Wealth Management, LLC | $2.6M | 32,728 | 0.01% | 6q | -4.0%-$108.2K |
| Balance Wealth Partners LLC | $2.6M | 32,120 | 0.69% | 2q | +64.6%+$1.0M |
| Quad-Cities Investment Group, LLC | $2.3M | 28,370 | 0.82% | 6q | +15.6%+$307.6K |
| Gradient Capital Advisors, LLC | $2.2M | 27,007 | 0.50% | 7q | +18.6%+$339.5K |
| Summit Financial, LLC | $2.1M | 26,153 | 0.02% | 4q | +3.0%+$62.1K |
| ENDEAVOR PRIVATE WEALTH, INC. | $2.1M | 25,743 | 0.50% | 7q | +1.3%+$25.7K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.9M | 24,203 | 0.13% | 3q | +551.5%+$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 22,874 | 0.00% | 7q | +100.0%+$917.8K |
| FSA Advisors, Inc. | $1.4M | 18,066 | 0.33% | new | NEW |
| Plancorp, LLC | $1.4M | 18,101 | 0.04% | 10q | +10.6%+$137.3K |
| Jacobi Capital Management LLC | $1.4M | 17,115 | 0.07% | 6q | +4.3%+$57.0K |
| WMG Financial Advisors, LLC | $1.3M | 16,300 | 0.49% | 8q | HELD |
| SRH ADVISORS, LLC | $1.3M | 15,798 | 0.32% | 3q | +5.2%+$62.3K |
| Canvas Wealth Advisors, LLC | $1.3M | 15,585 | 0.17% | 2q | +98.8%+$621.6K |
| Farther Finance Advisors, LLC | $1.2M | 14,634 | 0.01% | 8q | -1.9%-$22.5K |
| Team Financial Group, LLC | $1.2M | 14,516 | 0.49% | 4q | +230.1%+$811.9K |
| FIDUCIARY FINANCIAL ADVISORS | $1.1M | 13,807 | 0.11% | new | NEW |
| HTG Investment Advisors, Inc. | $1.0M | 12,707 | 0.26% | 4q | +29.4%+$231.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 12,494 | 0.00% | 3q | +22.4%+$183.7K |
| GOLDMAN SACHS GROUP INC | $974.7K | 12,146 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $886.7K | 11,050 | 0.01% | new | NEW |
| Madrid Wealth Management, LLC | $847.5K | 10,561 | 0.56% | 3q | -26.9%-$312.5K |
| GEN Financial Management, INC. | $833.2K | 10,382 | 0.50% | 3q | +0.7%+$6.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $768.6K | 9,578 | 0.00% | 6q | +8.3%+$58.7K |
| Ameritas Advisory Services, LLC | $721.4K | 8,989 | 0.01% | new | NEW |
| StrongBox Wealth, LLC | $695.7K | 8,669 | 0.20% | 2q | HELD |
| Quantinno Capital Management LP | $681.3K | 8,490 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $658.2K | 8,202 | 0.00% | 3q | +33.1%+$163.8K |
| B&D White Capital Company, LLC | $493.9K | 6,155 | 0.05% | 3q | -28.3%-$195.2K |
| Merit Financial Group, LLC | $490.1K | 6,108 | 0.00% | 2q | +102.9%+$248.5K |
| Lloyd Advisory Services, LLC. | $477.6K | 5,951 | 0.19% | 3q | +580.9%+$407.5K |
| Eldridge Investment Advisors, Inc. | $458.3K | 5,711 | 0.09% | 6q | -12.6%-$66.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $359.2K | 4,476 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $358.8K | 4,471 | 0.00% | 6q | +45.9%+$112.8K |
| JANE STREET GROUP, LLC | $337.8K | 4,209 | 0.00% | 2q | -52.2%-$368.3K |
| Bedel Financial Consulting, Inc. | $313.7K | 3,909 | 0.03% | new | NEW |
| Avondale Wealth Management | $301.3K | 3,754 | 0.12% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $273.2K | 3,404 | 0.00% | 2q | -7.9%-$23.4K |
| Narus Financial Partners, LLC | $221.0K | 2,754 | 0.06% | new | NEW |
| Legacy Capital Wealth Partners, LLC | $209.5K | 2,610 | 0.04% | new | NEW |
| ATWOOD & PALMER INC | $139.9K | 1,743 | 0.01% | 9q | HELD |
| Trust Co | $116.0K | 1,445 | 0.01% | 3q | +14.3%+$14.5K |
| Kingdom Financial Group LLC. | $70.3K | 876 | 0.02% | 3q | HELD |
| IFP Advisors, Inc | $39.5K | 492 | 0.00% | 9q | HELD |
| IAG Wealth Partners, LLC | $32.2K | 401 | 0.00% | 6q | +3.6%+$1.1K |
| HARBOR INVESTMENT ADVISORY, LLC | $22.5K | 280 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $17.3K | 215 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $15.2K | 190 | 0.00% | 4q | +150.0%+$9.1K |
| Rialto Wealth Management, LLC | $14.4K | 179 | 0.00% | 4q | HELD |
| N.E.W. Advisory Services LLC | $13.7K | 171 | 0.00% | new | NEW |
| MCF Advisors LLC | $12.9K | 161 | 0.00% | 3q | HELD |
| Quest 10 Wealth Builders, Inc. | $9.1K | 113 | 0.01% | new | NEW |
| ASSETMARK, INC | $5.0K | 62 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 13,000 | 0.00% | new | NEW |
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 | 78 | $338.1M | 4,213,919 | 16 | 44 | 9 | 0.0% |
| Q1 2026 | 64 | $275.8M | 3,813,832 | 15 | 32 | 12 | 0.0% |
| Q4 2025 | 52 | $214.2M | 3,028,947 | 14 | 22 | 7 | 0.0% |
| Q3 2025 | 40 | $166.5M | 2,392,211 | 6 | 22 | 6 | 0.0% |
| Q2 2025 | 39 | $139.2M | 2,101,725 | 10 | 19 | 6 | 0.0% |
| Q1 2025 | 31 | $138.1M | 2,228,389 | 11 | 14 | 2 | 0.0% |
| Q4 2024 | 27 | $115.5M | 1,776,131 | 8 | 11 | 2 | 0.0% |
| Q3 2024 | 21 | $100.9M | 1,569,870 | 7 | 10 | 1 | 0.0% |
| Q2 2024 | 15 | $49.2M | 828,545 | 9 | 6 | 0 | 0.0% |
| Q1 2024 | 6 | $7.7M | 123,825 | 2 | 4 | 0 | 0.0% |
| Q4 2023 | 4 | $4.2M | 75,459 | 4 | 0 | 0 | 0.0% |