AMERICAN CENTY ETF TR (AVMV)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
87
Reporting holders
$501.0M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| ENZI WEALTH | $57.7M | 715,903 | 18.26% | 9q | +5.7%+$3.1M |
| AMERICAN CENTURY COMPANIES INC | $44.0M | 545,799 | 0.02% | 11q | +24.1%+$8.5M |
| ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486,208 | 4.46% | 8q | +19.2%+$6.3M |
| Moisand Fitzgerald Tamayo, LLC | $36.5M | 453,485 | 3.57% | 8q | +2.0%+$705.1K |
| Three Arch Wealth Management LLC | $32.3M | 401,168 | 4.96% | 3q | +4.6%+$1.4M |
| Falcon Wealth Planning | $26.3M | 326,922 | 1.66% | 2q | +2.7%+$689.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.8M | 295,809 | 0.01% | 4q | +28.2%+$5.2M |
| LPL Financial LLC | $18.2M | 225,531 | 0.00% | 7q | +89.7%+$8.6M |
| Corient Private Wealth LP | $18.1M | 225,085 | 0.01% | 5q | +266.5%+$13.2M |
| COMMERCE BANK | $16.3M | 201,998 | 0.07% | 2q | +63.4%+$6.3M |
| FINANCIAL MANAGEMENT NETWORK INC | $15.3M | 188,845 | 2.19% | 9q | +28.1%+$3.3M |
| Family Investment Center, Inc. | $13.9M | 172,975 | 2.31% | 2q | +7.5%+$971.1K |
| Prosperity Planning, Inc. | $12.7M | 157,113 | 2.90% | 9q | +7.8%+$917.7K |
| MORGAN STANLEY | $11.1M | 137,447 | 0.00% | 3q | +624659.1%+$11.1M |
| WMG Financial Advisors, LLC | $11.0M | 136,540 | 4.14% | 11q | -1.4%-$157.0K |
| IHT Wealth Management, LLC | $9.7M | 119,943 | 0.21% | 2q | +0.6%+$60.1K |
| PNC Financial Services Group, Inc. | $9.0M | 112,158 | 0.00% | 6q | +56.5%+$3.3M |
| Rialto Wealth Management, LLC | $8.3M | 103,572 | 1.65% | 7q | +5.0%+$396.1K |
| Quadcap Wealth Management, LLC | $8.1M | 100,661 | 0.79% | 6q | +2.0%+$161.7K |
| B&D White Capital Company, LLC | $7.8M | 96,924 | 0.78% | 3q | -12.3%-$1.1M |
| Team Financial Group, LLC | $7.8M | 96,363 | 3.29% | 8q | +5.2%+$385.7K |
| Maridea Wealth Management LLC | $6.7M | 83,666 | 0.73% | 4q | +3.1%+$205.1K |
| Allegheny Financial Group | $6.5M | 80,919 | 0.69% | 2q | +407.7%+$5.2M |
| Farther Finance Advisors, LLC | $5.1M | 63,245 | 0.04% | 8q | +14.8%+$658.1K |
| Triangle Securities Wealth Management | $4.9M | 60,283 | 0.96% | 6q | +27.6%+$1.0M |
| Glenview Trust Co | $4.0M | 49,076 | 0.03% | new | NEW |
| Henderson Brothers Financial Partners, LLC | $3.6M | 45,038 | 1.72% | 2q | -49.6%-$3.6M |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 41,151 | 0.00% | 6q | +31.7%+$797.2K |
| Premier Path Wealth Partners, LLC | $3.0M | 37,033 | 0.34% | 10q | +16.6%+$424.7K |
| FIRST NATIONAL BANK SIOUX FALLS | $2.8M | 36,723 | 0.77% | 6q | HELD |
| Chicago Partners Investment Group LLC | $2.4M | 30,248 | 0.05% | 10q | +3.7%+$86.2K |
| Haven Private, LLC | $2.1M | 26,120 | 0.80% | 7q | +16.0%+$290.8K |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 22,400 | 0.00% | new | NEW |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.7M | 21,185 | 0.11% | 2q | +57.1%+$620.2K |
| OSAIC HOLDINGS, INC. | $1.5M | 18,255 | 0.00% | 7q | +12.4%+$162.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.4M | 17,725 | 0.01% | 7q | +814.1%+$1.3M |
| WORLD EQUITY GROUP, INC. | $1.4M | 17,278 | 0.31% | new | NEW |
| Atria Investments, Inc | $1.4M | 17,288 | 0.01% | new | NEW |
| Herold Advisors, Inc. | $1.4M | 17,046 | 0.27% | 9q | +16.9%+$198.4K |
| Nvest Wealth Strategies, Inc. | $1.2M | 15,178 | 0.76% | 3q | +2.1%+$25.5K |
| Networth Advisors, LLC | $1.1M | 14,105 | 0.66% | new | NEW |
| Kestra Advisory Services, LLC | $1.0M | 12,896 | 0.00% | 7q | +10.2%+$96.1K |
| Legacy Capital Wealth Partners, LLC | $964.2K | 11,972 | 0.18% | 6q | HELD |
| Global Retirement Partners, LLC | $859.8K | 10,677 | 0.01% | 4q | +78.6%+$378.5K |
| SEEDS INVESTOR LLC | $803.7K | 9,980 | 0.08% | 5q | +39.3%+$226.8K |
| Wedmont Private Capital | $775.9K | 9,630 | 0.02% | 6q | +4.5%+$33.4K |
| Diversify Advisory Services, LLC | $767.3K | 9,431 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $767.3K | 9,431 | 0.01% | 2q | +17.6%+$114.8K |
| GOLDMAN SACHS GROUP INC | $744.4K | 9,243 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $733.0K | 9,102 | 0.00% | 3q | +7.0%+$47.8K |
| Waverly Advisors, LLC | $623.8K | 7,746 | 0.00% | new | NEW |
| PACES FERRY WEALTH ADVISORS, LLC | $557.4K | 6,921 | 0.21% | 3q | HELD |
| GUYASUTA INVESTMENT ADVISORS INC | $554.6K | 6,886 | 0.03% | 2q | HELD |
| ProCore Advisors, LLC | $549.3K | 6,821 | 0.68% | 3q | +8.9%+$45.1K |
| Plancorp, LLC | $543.0K | 6,730 | 0.01% | 8q | HELD |
| Signature Resources Capital Management, LLC | $532.6K | 6,613 | 0.21% | 7q | +6.5%+$32.5K |
| Equitable Holdings, Inc. | $516.0K | 6,408 | 0.00% | 3q | +12.4%+$57.0K |
| Savant Capital, LLC | $512.1K | 6,359 | 0.00% | 4q | HELD |
| MAI Capital Management | $484.3K | 6,013 | 0.00% | 3q | +523.8%+$406.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $455.1K | 5,651 | 0.03% | 3q | +105.4%+$233.6K |
| Gladstone Institutional Advisory LLC | $417.6K | 5,185 | 0.01% | 3q | -0.5%-$2.2K |
| LexAurum Advisors, LLC | $401.9K | 4,991 | 0.05% | 9q | HELD |
| NWAM LLC | $363.7K | 4,516 | 0.02% | new | NEW |
| Stegent Equity Advisors, Inc. | $339.9K | 4,220 | 0.24% | 5q | -0.8%-$2.9K |
| Private Advisor Group, LLC | $307.1K | 3,813 | 0.00% | 4q | -18.4%-$69.0K |
| J. M. Brown & Associates Inc. | $299.8K | 3,723 | 0.17% | new | FIRST |
| Paragon Advisors, LLC | $299.3K | 3,716 | 0.06% | 5q | HELD |
| Bedel Financial Consulting, Inc. | $282.8K | 3,512 | 0.03% | new | NEW |
| PFG Advisors | $273.2K | 3,392 | 0.01% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $234.0K | 2,904 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $227.1K | 2,820 | 0.00% | new | NEW |
| FAS Wealth Partners, Inc. | $64.7K | 803 | 0.00% | 8q | +0.6% |
| Evensky & Katz LLC | $60.7K | 753,800 | 3.14% | 7q | +2.3%+$1.4K |
| PRIVATE TRUST CO NA | $60.4K | 750 | 0.00% | 5q | HELD |
| Rossby Financial, LCC | $51.7K | 642 | 0.01% | 4q | +11.8%+$5.5K |
| Rockefeller Capital Management L.P. | $51.3K | 637 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $49.9K | 619 | 0.00% | 9q | HELD |
| Medallion Wealth Advisors, LLC | $42.6K | 529 | 0.01% | 5q | HELD |
| KELLEHER FINANCIAL ADVISORS | $33.6K | 417 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $23.8K | 296 | 0.00% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $12.9K | 160 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $12.0K | 147 | 0.00% | 2q | +22.5%+$2.2K |
| Acumen Wealth Advisors, LLC | $8.1K | 100 | 0.00% | new | NEW |
| Allworth Financial LP | $4.0K | 50 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.0K | 37 | 0.00% | new | NEW |
| PEAPACK GLADSTONE FINANCIAL CORP | $2.9K | 36,435 | 0.03% | 5q | +25.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.4K | 30 | 0.00% | 4q | HELD |
| Capital Analysts, LLC | $915 | 11,356 | 0.02% | 3q | HELD |
| Lodestone Wealth Management LLC | $813 | 10 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $805 | 10 | 0.00% | 2q | -41.2% |
| Cambridge Investment Research Advisors, Inc. | $640 | 7,936 | 0.00% | new | NEW |
| CX Institutional | $33 | 408 | 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 | 87 | $501.0M | 6,220,950 | 16 | 46 | 7 | 0.0% |
| Q1 2026 | 74 | $375.4M | 5,052,496 | 16 | 34 | 8 | 0.0% |
| Q4 2025 | 64 | $267.9M | 3,729,909 | 15 | 25 | 10 | 0.0% |
| Q3 2025 | 50 | $167.8M | 2,438,035 | 8 | 26 | 8 | 0.0% |
| Q2 2025 | 44 | $129.1M | 1,967,273 | 10 | 25 | 5 | 0.0% |
| Q1 2025 | 40 | $108.3M | 1,779,600 | 15 | 19 | 1 | 0.0% |
| Q4 2024 | 26 | $84.3M | 1,282,713 | 6 | 11 | 3 | 0.0% |
| Q3 2024 | 20 | $67.0M | 1,039,194 | 7 | 7 | 2 | 0.0% |
| Q2 2024 | 14 | $22.9M | 383,191 | 8 | 6 | 0 | 0.0% |
| Q1 2024 | 6 | $15.4M | 247,323 | 4 | 2 | 0 | 0.0% |
| Q4 2023 | 2 | $9.4M | 168,771 | 2 | 0 | 0 | 0.0% |