AMERICAN CENTY ETF TR (AVSC)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
240
Reporting holders
$3.7B
Reported value
0.0%
Held as options
+29
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $2.2B | 30,416,461 | 1.39% | 7q | +104.8%+$1.1B |
| Mason Investment Advisory Services, Inc. | $260.6M | 3,553,024 | 9.91% | 14q | -0.9%-$2.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96.7M | 1,318,011 | 0.05% | 12q | +6.1%+$5.5M |
| MORGAN STANLEY | $81.4M | 1,109,495 | 0.00% | 13q | +8.5%+$6.4M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $70.0M | 954,982 | 1.01% | 10q | +3.5%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $57.1M | 778,923 | 0.01% | 15q | +9.1%+$4.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | $50.4M | 687,210 | 7.46% | 14q | HELD |
| Creative Planning | $47.4M | 646,481 | 0.03% | 15q | HELD |
| AE Wealth Management LLC | $41.4M | 563,885 | 0.19% | 8q | -11.5%-$5.4M |
| AMERICAN CENTURY COMPANIES INC | $39.4M | 537,608 | 0.02% | 15q | +16.4%+$5.6M |
| LPL Financial LLC | $38.6M | 526,290 | 0.01% | 12q | +12.6%+$4.3M |
| Three Arch Wealth Management LLC | $37.1M | 505,992 | 5.69% | 3q | +7.8%+$2.7M |
| Atlantic Union Bankshares Corp | $35.9M | 489,249 | 0.60% | 11q | +178.2%+$23.0M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $28.7M | 391,883 | 7.07% | 4q | +4.0%+$1.1M |
| Corient Private Wealth LP | $26.2M | 357,520 | 0.02% | 15q | +57.3%+$9.6M |
| Cornerstone Wealth Partners, LLC | $26.2M | 357,505 | 12.19% | 3q | +9.5%+$2.3M |
| Shore Point Advisors, LLC | $23.4M | 439,059 | 8.02% | 2q | +8.9%+$1.9M |
| FAS Wealth Partners, Inc. | $22.5M | 306,509 | 1.17% | 11q | +12.7%+$2.5M |
| WEST PACES ADVISORS INC. | $18.7M | 255,132 | 3.14% | 10q | HELD |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $17.1M | 233,664 | 2.55% | 11q | +16.2%+$2.4M |
| Simplicity Wealth,LLC | $16.4M | 224,294 | 0.56% | 6q | +2.9%+$465.4K |
| Foundations Investment Advisors, LLC | $15.5M | 210,830 | 0.16% | 14q | +6.1%+$894.9K |
| KILNER CAPITAL ADVISORS, LLC | $14.1M | 194,167 | 12.11% | 3q | -0.9%-$130.5K |
| Savant Capital, LLC | $13.7M | 186,795 | 0.04% | 4q | -39.8%-$9.1M |
| RAYMOND JAMES FINANCIAL INC | $13.4M | 182,685 | 0.00% | 7q | +23.9%+$2.6M |
| B&D White Capital Company, LLC | $12.9M | 176,009 | 1.28% | 3q | +25.0%+$2.6M |
| Focus Partners Advisor Solutions, LLC | $12.6M | 172,349 | 0.11% | 8q | +4.4%+$538.3K |
| Berger Financial Group, Inc | $12.2M | 166,979 | 0.63% | 8q | +9.1%+$1.0M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $10.9M | 149,067 | 1.44% | 8q | +5.1%+$533.8K |
| Freedom Investment Management, Inc. | $10.6M | 143,871 | 2.94% | 8q | -10.8%-$1.3M |
| OneDigital Investment Advisors LLC | $10.5M | 143,064 | 0.09% | 13q | HELD |
| Choice Wealth Advisors LLC | $10.0M | 136,099 | 3.50% | 2q | +5.1%+$486.2K |
| Savvy Advisors, Inc. | $9.2M | 125,769 | 0.20% | 4q | HELD |
| Beaird Harris Wealth Management, LLC | $8.4M | 113,871 | 0.52% | 17q | -1.6%-$137.4K |
| Foundry Financial Group, Inc. | $8.2M | 112,200 | 3.56% | 2q | +10.5%+$782.4K |
| Aprio Wealth Management, LLC | $7.6M | 103,896 | 0.38% | 3q | -23.6%-$2.4M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $7.6M | 103,819 | 1.95% | 16q | +5.4%+$387.0K |
| MARS JEWETT FINANCIAL GROUP, INC. | $7.3M | 100,078 | 1.49% | new | NEW |
| WCG Wealth Advisors LLC | $7.0M | 95,377 | 0.17% | 2q | +23.4%+$1.3M |
| LexAurum Advisors, LLC | $6.8M | 93,329 | 0.79% | 13q | -14.4%-$1.2M |
| Level Financial Advisors | $6.8M | 92,905 | 1.52% | 17q | +3.3%+$216.7K |
| Chicago Partners Investment Group LLC | $6.6M | 91,190 | 0.13% | 14q | +13.7%+$790.4K |
| Acropolis Investment Management, LLC | $6.5M | 94,990 | 0.13% | 5q | +107.7%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 87,484 | 0.01% | 12q | -9.5%-$675.0K |
| MML INVESTORS SERVICES, LLC | $6.2M | 84,509 | 0.01% | 13q | +23.7%+$1.2M |
| Bauman Advisory Group, LLC | $6.0M | 81,320 | 3.16% | 2q | +45.5%+$1.9M |
| Strategic Blueprint, LLC | $5.8M | 78,984 | 0.29% | 3q | +1.0%+$58.9K |
| CAP Partners, LLC | $5.8M | 78,499 | 2.82% | 11q | +19.5%+$941.2K |
| Paul R. Ried Financial Group, LLC | $5.7M | 77,739 | 2.49% | 7q | -3.6%-$210.6K |
| Ridgeline Wealth, LLC | $5.5M | 75,375 | 3.23% | 5q | +4.0%+$214.9K |
| CARDIFF PARK ADVISORS, LLC | $5.4M | 73,596 | 0.42% | 17q | +15.5%+$722.8K |
| Mendota Financial Group, LLC | $5.1M | 69,707 | 3.17% | 5q | +22.4%+$935.3K |
| Dogwood Wealth Management LLC | $4.7M | 63,538 | 1.84% | 11q | -5.8%-$289.1K |
| SeedSafe Financial LLC | $4.3M | 58,089 | 3.07% | 3q | HELD |
| Cypress Point Wealth Management, LLC | $4.2M | 57,065 | 0.85% | 13q | +1.5%+$62.6K |
| Haven Private, LLC | $4.1M | 56,564 | 1.58% | 7q | -4.8%-$211.2K |
| WELLS FARGO & COMPANY/MN | $4.1M | 55,799 | 0.00% | 9q | -47.5%-$3.7M |
| CoreCap Advisors, LLC | $4.1M | 55,746 | 0.12% | 8q | +15.4%+$546.2K |
| Global Strategic Investment Solutions, LLC | $3.9M | 53,533 | 0.35% | 5q | HELD |
| JPMORGAN CHASE & CO | $3.9M | 52,744 | 0.00% | 12q | +0.7%+$26.3K |
| Passive Capital Management, LLC. | $3.7M | 62,500 | 1.15% | 11q | HELD |
| Allodium Investment Consultants, LLC | $3.6M | 48,854 | 1.52% | 7q | +4.6%+$158.4K |
| AIRE ADVISORS, LLC | $3.6M | 48,762 | 0.58% | 13q | -3.7%-$137.8K |
| Atlas Wealth LLC | $3.2M | 43,186 | 0.45% | 15q | +17.1%+$462.5K |
| Rockefeller Capital Management L.P. | $3.2M | 43,119 | 0.00% | 11q | +2.1%+$64.9K |
| Kestra Advisory Services, LLC | $3.1M | 42,391 | 0.01% | 11q | +2.5%+$76.9K |
| Family Office Research LLC | $3.1M | 42,181 | 1.16% | 7q | HELD |
| ENDEAVOR PRIVATE WEALTH, INC. | $3.1M | 42,071 | 0.75% | 7q | +8.0%+$228.5K |
| Fourth Dimension Wealth, LLC | $3.0M | 40,390 | 0.94% | 7q | +10.7%+$286.8K |
| Beacon Pointe Advisors, LLC | $2.7M | 36,654 | 0.01% | 13q | +29.6%+$614.0K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $2.6M | 36,086 | 0.33% | 5q | HELD |
| Cresset Asset Management, LLC | $2.6M | 35,580 | 0.01% | 9q | +60.8%+$986.2K |
| Burk Holdings LLC | $2.6M | 35,159 | 0.95% | 7q | -1.8%-$46.7K |
| HB Wealth Management, LLC | $2.5M | 34,291 | 0.01% | 6q | +22.8%+$466.7K |
| Quantinno Capital Management LP | $2.5M | 34,119 | 0.00% | 4q | +86.0%+$1.2M |
| QUANTUM FINANCIAL PARTNERS LLC | $2.4M | 33,064 | 1.24% | new | FIRST |
| Mariner, LLC | $2.4M | 32,549 | 0.00% | 14q | -62.2%-$3.9M |
| &PARTNERS | $2.4M | 31,945 | 0.01% | 2q | +3.6%+$81.6K |
| ETF Store, Inc. | $2.3M | 31,344 | 1.92% | new | NEW |
| StrongBox Wealth, LLC | $2.2M | 30,176 | 0.63% | 4q | +10.1%+$203.4K |
| Plancorp, LLC | $2.2M | 29,774 | 0.05% | 17q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $2.0M | 26,911 | 0.19% | 17q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $2.0M | 26,668 | 0.00% | 3q | +37.9%+$537.2K |
| Tillman Hartley LLC | $2.0M | 26,651 | 0.44% | 15q | -3.2%-$64.6K |
| Centennial Bank/AR/ | $1.9M | 26,314 | 0.62% | 4q | +27.5%+$416.6K |
| LAM GROUP, INC. | $1.9M | 26,200 | 0.95% | 15q | +1.3%+$23.8K |
| OneAscent Financial Services LLC | $1.9M | 26,156 | 0.09% | new | NEW |
| J. M. Brown & Associates Inc. | $1.8M | 24,498 | 1.03% | new | FIRST |
| Private Advisor Group, LLC | $1.8M | 24,217 | 0.01% | 3q | +383.5%+$1.4M |
| Centennial Wealth Advisory LLC | $1.7M | 23,737 | 0.38% | 8q | -2.1%-$37.9K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $1.7M | 23,120 | 0.13% | 11q | -1.7%-$29.0K |
| DIXON FNANCIAL SERVICES, INC. | $1.6M | 22,286 | 0.66% | 10q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $1.6M | 21,982 | 0.16% | new | NEW |
| Evanson Financial, LLC | $1.6M | 21,813 | 0.08% | new | FIRST |
| Disciplined Investors, L.L.C. | $1.6M | 21,664 | 0.79% | 7q | +2.3%+$35.3K |
| COMMERCE BANK | $1.5M | 20,605 | 0.01% | 2q | +133.6%+$864.3K |
| Farther Finance Advisors, LLC | $1.5M | 20,455 | 0.01% | 15q | +1.2%+$17.2K |
| Werba Rubin Papier Wealth Management | $1.5M | 20,381 | 0.18% | 2q | -3.7%-$57.2K |
| Western Reserve Capital Management, LLC | $1.5M | 19,880 | 1.08% | 3q | +1.0%+$13.9K |
| Ruedi Wealth Management, Inc. | $1.5M | 19,825 | 0.34% | 13q | HELD |
Showing the largest 100 of 248 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 | 240 | $3.7B | 50,807,359 | 41 | 86 | 54 | 0.0% |
| Q1 2026 | 211 | $2.2B | 34,942,048 | 28 | 88 | 46 | 0.0% |
| Q4 2025 | 199 | $2.0B | 32,511,558 | 28 | 75 | 39 | 0.0% |
| Q3 2025 | 167 | $1.8B | 29,947,163 | 37 | 54 | 35 | 0.0% |
| Q2 2025 | 143 | $2.1B | 39,410,882 | 24 | 68 | 31 | 0.0% |
| Q1 2025 | 128 | $1.8B | 36,461,644 | 13 | 47 | 39 | 0.0% |
| Q4 2024 | 144 | $1.9B | 35,249,658 | 17 | 51 | 27 | 0.0% |
| Q3 2024 | 117 | $1.2B | 22,196,767 | 25 | 49 | 17 | 0.0% |
| Q2 2024 | 96 | $970.1M | 19,342,267 | 19 | 44 | 11 | 0.0% |
| Q1 2024 | 84 | $914.7M | 17,402,718 | 15 | 40 | 17 | 0.0% |
| Q4 2023 | 76 | $666.0M | 12,985,249 | 21 | 31 | 10 | 0.0% |
| Q3 2023 | 54 | $392.3M | 8,863,194 | 8 | 24 | 10 | 0.0% |
| Q2 2023 | 48 | $269.9M | 5,911,470 | 15 | 19 | 9 | 0.0% |
| Q1 2023 | 37 | $90.7M | 2,056,562 | 14 | 14 | 5 | 0.0% |
| Q4 2022 | 25 | $57.7M | 1,329,984 | 7 | 9 | 2 | 0.0% |
| Q3 2022 | 18 | $19.6M | 495,992 | 4 | 9 | 1 | 0.0% |
| Q2 2022 | 16 | $14.3M | 348,128 | 14 | 1 | 0 | 0.0% |
| Q1 2022 | 4 | $1.8M | 27,144 | 4 | 0 | 0 | 0.0% |