AMERICAN CENTY ETF TR (AVTM)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
24
Reporting holders
$436.6M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | $85.1M | 1,563,262 | 0.31% | 2q | HELD |
| Torren Management, LLC | $67.5M | 1,240,351 | 34.33% | 2q | HELD |
| Relyea Zuckerberg Hanson LLC | $40.4M | 742,432 | 1.68% | 2q | +100.0%+$20.2M |
| Fortitude Family Office, LLC | $38.7M | 710,489 | 7.50% | 2q | HELD |
| MAI Capital Management | $34.0M | 624,484 | 0.13% | new | NEW |
| Global Strategic Investment Solutions, LLC | $27.3M | 500,857 | 2.42% | 2q | HELD |
| SHEETS SMITH WEALTH MANAGEMENT | $26.4M | 484,908 | 2.64% | new | NEW |
| Tarbox Family Office, Inc. | $21.5M | 395,590 | 3.08% | 2q | HELD |
| Sanctuary Advisors, LLC | $15.4M | 282,376 | 0.07% | 2q | HELD |
| SJS Investment Consulting Inc. | $11.2M | 205,237 | 1.22% | 2q | HELD |
| Bridgewater Advisors Inc. | $10.5M | 192,733 | 0.57% | 2q | HELD |
| Mason Investment Advisory Services, Inc. | $10.5M | 192,119 | 0.40% | 2q | -6.2%-$688.1K |
| ANDERSON HOAGLAND & CO | $8.9M | 162,708 | 0.69% | 2q | HELD |
| Ridgeline Wealth, LLC | $7.0M | 128,110 | 4.08% | new | NEW |
| Tortoise Investment Management, LLC | $6.7M | 123,076 | 0.50% | 2q | -1.9%-$130.7K |
| HighTower Advisors, LLC | $6.5M | 118,996 | 0.01% | 2q | HELD |
| RVW Wealth, LLC | $6.1M | 111,410 | 0.40% | 2q | HELD |
| IEQ CAPITAL, LLC | $6.1M | 111,192 | 0.03% | 2q | HELD |
| Foster Group, Inc. | $5.5M | 100,870 | 0.15% | new | NEW |
| CITADEL ADVISORS LLC | $729.3K | 13,395 | 0.00% | 2q | -25.2%-$245.3K |
| Plancorp, LLC | $483.5K | 8,943 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $323.0K | 5,932 | 0.00% | new | NEW |
| Orion Capital Management LLC | $1.9K | 35 | 0.00% | new | NEW |
| BCR Wealth Strategies, LLC | $1.5K | 26,974 | 0.41% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1K | 21 | 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 | 24 | $436.6M | 8,019,526 | 8 | 1 | 3 | 0.0% |
| Q1 2026 | 17 | $327.5M | 6,940,927 | 17 | 0 | 0 | 0.0% |