AMERICAN CENTY ETF TR (AVNM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
54
Reporting holders
$726.3M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | $355.2M | 4,311,164 | 1.08% | 5q | +112.8%+$188.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 822,604 | 0.09% | 6q | +6.6%+$4.2M |
| Geometric Wealth Advisors | $60.7M | 736,769 | 6.57% | 8q | +3.3%+$1.9M |
| BWM Planning, LLC | $33.5M | 406,514 | 7.77% | 8q | +7.3%+$2.3M |
| Wealth Management Partners, LLC | $31.6M | 384,167 | 7.45% | 5q | +0.8%+$264.2K |
| Duncan Williams Asset Management, LLC | $29.8M | 361,184 | 6.71% | 4q | +15.1%+$3.9M |
| LPL Financial LLC | $18.5M | 224,409 | 0.00% | 2q | +14.1%+$2.3M |
| Acumen Wealth Advisors, LLC | $16.2M | 197,134 | 3.44% | 2q | +900.9%+$14.6M |
| TRUIST FINANCIAL CORP | $15.9M | 192,423 | 0.02% | 4q | -10.8%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $13.2M | 160,512 | 0.00% | 4q | -15.3%-$2.4M |
| Cerity Partners LLC | $12.9M | 156,822 | 0.02% | 2q | +7.9%+$942.4K |
| HOWARD BAILEY SECURITIES, LLC | $12.7M | 154,349 | 4.77% | 3q | +3.6%+$440.0K |
| Peak Asset Management, LLC | $10.7M | 129,890 | 1.57% | 10q | +3.9%+$406.5K |
| OSAIC HOLDINGS, INC. | $5.7M | 69,585 | 0.01% | 12q | +2.5%+$137.2K |
| TrustWell Financial Advisors, LLC | $5.5M | 66,661 | 4.66% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $5.3M | 64,155 | 0.00% | 2q | +205.6%+$3.6M |
| B&D White Capital Company, LLC | $4.3M | 51,999 | 0.43% | 7q | -6.7%-$308.4K |
| Ausdal Financial Partners, Inc. | $3.9M | 46,834 | 0.15% | 9q | -1.0%-$38.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 33,300 | 0.03% | 4q | -5.9%-$173.1K |
| Equitable Holdings, Inc. | $2.1M | 25,500 | 0.01% | 2q | +130.8%+$1.2M |
| Waterfront Wealth Inc. | $2.0M | 24,722 | 0.32% | new | NEW |
| Altus Wealth Group LLC | $1.7M | 20,041 | 0.60% | 10q | -34.4%-$865.3K |
| Oak Wealth Advisors LLC | $1.6M | 19,240 | 0.76% | 7q | +8.4%+$122.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 17,192 | 0.00% | 3q | -17.7%-$303.8K |
| Strathmore Capital Advisors, Inc. | $1.4M | 16,498 | 0.36% | 5q | -0.7%-$9.8K |
| N.E.W. Advisory Services LLC | $1.0M | 12,553 | 0.07% | 6q | +14.1%+$127.6K |
| ROYAL BANK OF CANADA | $1.0M | 12,445 | 0.00% | 4q | +79.1%+$452.8K |
| AE Wealth Management LLC | $954.3K | 11,584 | 0.00% | 4q | +125.2%+$530.6K |
| Orcam Financial Group | $742.3K | 9,010 | 0.36% | 8q | +1.0%+$7.3K |
| Hutchens & Kramer Investment Management Group, LLC | $635.7K | 7,717 | 0.17% | 5q | +2.0%+$12.4K |
| Savant Capital, LLC | $631.5K | 7,666 | 0.00% | new | NEW |
| FMB WEALTH MANAGEMENT | $573.9K | 6,967 | 0.21% | 5q | HELD |
| GWN SECURITIES INC. | $527.2K | 6,400 | 0.09% | 2q | +2.0%+$10.1K |
| Farther Finance Advisors, LLC | $509.3K | 6,182 | 0.00% | 3q | -69.7%-$1.2M |
| Capital Investment Advisors, LLC | $482.6K | 5,858 | 0.01% | new | NEW |
| BIP Wealth, LLC | $370.0K | 4,491 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $369.3K | 4,483 | 0.00% | 2q | -75.9%-$1.2M |
| Allworth Financial LP | $365.4K | 4,436 | 0.00% | 3q | +597.5%+$313.0K |
| XY Planning Network, Inc. | $323.6K | 3,928 | 0.04% | 5q | +3.8%+$11.8K |
| SFG Wealth Management, LLC. | $322.3K | 3,912 | 0.12% | 2q | -62.8%-$543.9K |
| Focus Partners Wealth | $309.3K | 3,755 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $296.0K | 3,593 | 0.00% | 2q | +166.5%+$184.9K |
| EHRLICH FINANCIAL GROUP | $234.6K | 2,848 | 0.12% | 2q | +0.5%+$1.2K |
| Frankly Finances, LLC | $228.6K | 5,484 | 0.18% | 3q | +100.0%+$114.3K |
| Orion Capital Management LLC | $43.1K | 523 | 0.01% | 7q | +817.5%+$38.4K |
| UBS Group AG | $32.1K | 390 | 0.00% | new | NEW |
| Blue Trust, Inc. | $18.0K | 218 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $16.3K | 198 | 0.00% | 4q | +13.8%+$2.0K |
| FIFTH THIRD BANCORP | $14.3K | 173 | 0.00% | 2q | -4.4% |
| MORGAN STANLEY | $9.1K | 110 | 0.00% | 2q | HELD |
| New England Capital Financial Advisors LLC | $8.0K | 97 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $6.9K | 135,801 | 0.33% | 7q | +123.0%+$3.8K |
| NewEdge Advisors, LLC | $4.0K | 49 | 0.00% | new | NEW |
| ASSETMARK, INC | $1.3K | 16 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $1.2K | 15 | 0.00% | 9q | HELD |
| Cloud Capital Management, LLC | $669 | 8,132 | 0.24% | 6q | +0.6% |
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 | 54 | $726.3M | 8,818,769 | 10 | 28 | 12 | 0.0% |
| Q1 2026 | 51 | $465.4M | 6,109,072 | 16 | 23 | 3 | 0.0% |
| Q4 2025 | 37 | $401.8M | 5,442,977 | 7 | 18 | 3 | 0.0% |
| Q3 2025 | 34 | $281.0M | 3,978,647 | 9 | 12 | 1 | 0.0% |
| Q2 2025 | 29 | $227.3M | 3,481,832 | 10 | 11 | 4 | 0.0% |
| Q1 2025 | 20 | $50.8M | 870,887 | 2 | 8 | 4 | 0.0% |
| Q4 2024 | 18 | $49.5M | 903,139 | 6 | 10 | 1 | 0.0% |
| Q3 2024 | 12 | $34.5M | 575,062 | 3 | 4 | 2 | 0.0% |
| Q2 2024 | 11 | $14.1M | 251,209 | 2 | 5 | 2 | 0.0% |
| Q1 2024 | 9 | $15.5M | 274,838 | 4 | 2 | 2 | 0.0% |
| Q4 2023 | 5 | $7.9M | 146,602 | 4 | 1 | 0 | 0.0% |
| Q3 2023 | 3 | $50.0K | 1,000 | 3 | 0 | 0 | 0.0% |