AMERICAN CENTY ETF TR (AVXC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
72
Reporting holders
$382.3M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $122.8M | 1,434,184 | 0.57% | 8q | +7.0%+$8.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $53.9M | 629,018 | 0.03% | 5q | +81.7%+$24.2M |
| Clearwater Capital Advisors, LLC | $40.6M | 474,084 | 2.98% | 5q | +2.0%+$798.1K |
| Vestment Financial LLC | $17.8M | 214,854 | 7.97% | 5q | -3.0%-$553.0K |
| Trajan Wealth LLC | $17.3M | 201,427 | 0.65% | 8q | -2.3%-$409.1K |
| Pacific Sage Partners, LLC | $16.4M | 191,056 | 2.32% | 4q | +29.6%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.0M | 186,588 | 0.00% | 2q | +591.6%+$13.7M |
| Wealthcare Advisory Partners LLC | $11.0M | 128,604 | 0.21% | 6q | -4.0%-$458.2K |
| OLD MISSION CAPITAL LLC | $10.5M | 122,188 | 0.17% | new | NEW |
| Providence Financial Advisors, LLC | $5.9M | 68,547 | 3.34% | 2q | +108.9%+$3.1M |
| Mach-1 Financial Group, LLC | $5.7M | 66,972 | 2.22% | 3q | +6.3%+$339.9K |
| Avior Wealth Management, LLC | $5.6M | 65,564 | 0.15% | 6q | -6.3%-$379.9K |
| LPL Financial LLC | $5.3M | 61,304 | 0.00% | 3q | +23.0%+$982.8K |
| Networth Advisors, LLC | $5.0M | 58,191 | 2.90% | 3q | +66.5%+$2.0M |
| Ridgeline Wealth, LLC | $4.9M | 57,665 | 2.89% | 7q | -1.3%-$66.7K |
| JANE STREET GROUP, LLC | $4.7M | 54,465 | 0.00% | 3q | +29.1%+$1.1M |
| CWS Financial Advisors, LLC | $4.4M | 50,885 | 0.97% | 2q | +98.7%+$2.2M |
| Prosperity Financial Group, Inc. | $3.7M | 43,740 | 1.16% | new | NEW |
| PCG Wealth Advisors, LLC | $3.3M | 38,811 | 0.74% | 2q | +1.2%+$39.0K |
| JPMORGAN CHASE & CO | $3.3M | 38,697 | 0.00% | 7q | -7.3%-$256.4K |
| Madrid Wealth Management, LLC | $2.8M | 32,313 | 1.82% | 3q | +2.7%+$72.9K |
| Fortitude Family Office, LLC | $2.4M | 27,664 | 0.46% | 5q | -10.1%-$265.2K |
| Retirement Planning Group, LLC | $2.1M | 24,182 | 0.05% | 8q | HELD |
| Corus Family Wealth Advisors | $1.6M | 18,462 | 1.09% | 6q | +3.3%+$50.6K |
| Cauble & Harre Wealth Management, Inc. | $1.2M | 14,481 | 0.99% | 2q | +15.2%+$164.1K |
| Belpointe Asset Management LLC | $1.1M | 13,015 | 0.04% | 2q | -17.2%-$232.2K |
| Fortis Capital Advisors, LLC | $1.1M | 13,015 | 0.13% | 2q | -17.2%-$232.2K |
| Concurrent Investment Advisors, LLC | $1.1M | 12,845 | 0.01% | new | NEW |
| Tyche Wealth Partners LLC | $744.9K | 8,697 | 0.10% | 5q | -19.5%-$181.0K |
| Applied Capital LLC | $658.4K | 7,687 | 0.21% | 9q | -16.2%-$127.3K |
| FSA Advisors, Inc. | $644.4K | 7,524 | 0.15% | new | NEW |
| Prudent Man Investment Management, Inc. | $643.2K | 10,086 | 0.22% | 7q | HELD |
| CITADEL ADVISORS LLC | $585.7K | 6,839 | 0.00% | 6q | -95.3%-$11.8M |
| Rialto Wealth Management, LLC | $508.5K | 5,937 | 0.10% | new | NEW |
| Verus Financial Partners, Inc. | $484.0K | 5,651 | 0.04% | 8q | HELD |
| Apella Capital, LLC | $475.2K | 5,833 | 0.01% | 6q | HELD |
| Csenge Advisory Group | $434.9K | 5,078 | 0.02% | 7q | HELD |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $426.0K | 4,974 | 0.13% | 5q | HELD |
| Global Strategic Investment Solutions, LLC | $424.5K | 4,957 | 0.04% | 7q | -14.1%-$69.5K |
| Fragasso Financial Advisors Inc | $415.8K | 4,855 | 0.02% | 2q | HELD |
| Beta Wealth Group, Inc. | $397.8K | 4,645 | 0.15% | 2q | HELD |
| Centennial Wealth Advisory LLC | $385.9K | 4,505 | 0.08% | 8q | -18.0%-$84.5K |
| Key Capital Management, INC | $371.3K | 4,335 | 0.19% | new | NEW |
| Avantax Planning Partners, Inc. | $362.9K | 4,237 | 0.01% | 6q | +5.8%+$20.0K |
| Focus Partners Wealth | $362.3K | 4,230 | 0.00% | 5q | +17.9%+$55.1K |
| BSW Wealth Partners | $357.6K | 4,175 | 0.04% | 6q | -0.6%-$2.1K |
| Advyzon Investment Management, LLC | $328.3K | 3,833 | 0.02% | 4q | -4.3%-$14.7K |
| Plancorp, LLC | $326.1K | 4,075 | 0.01% | 5q | HELD |
| MONTAG A & ASSOCIATES INC | $277.1K | 3,235 | 0.01% | 3q | -2.3%-$6.4K |
| RMR Wealth Builders | $251.0K | 2,931 | 0.02% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $242.9K | 2,836 | 0.01% | new | NEW |
| Asset Dedication, LLC | $217.8K | 2,543 | 0.01% | 5q | -7.5%-$17.6K |
| OSAIC HOLDINGS, INC. | $161.9K | 1,890 | 0.00% | 5q | +98.7%+$80.4K |
| Lloyd Advisory Services, LLC. | $153.4K | 1,791 | 0.06% | 3q | +900.6%+$138.0K |
| Plante Moran Financial Advisors, LLC | $95.4K | 1,114 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $59.8K | 698 | 0.00% | 2q | +0.6% |
| AdvisorNet Financial, Inc | $51.4K | 600 | 0.00% | 2q | +3.4%+$1.7K |
| EASTERN BANK | $25.9K | 302 | 0.00% | 6q | +3.1% |
| Kingdom Financial Group LLC. | $23.3K | 272 | 0.01% | 3q | +52.0%+$8.0K |
| BANK OF MONTREAL /CAN/ | $21.7K | 253 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $20.6K | 240 | 0.00% | new | NEW |
| JDM Financial Group LLC | $17.3K | 202 | 0.01% | 9q | HELD |
| CVA Family Office, LLC | $17.1K | 200 | 0.00% | 9q | HELD |
| FMR LLC | $14.8K | 173 | 0.00% | 4q | -73.0%-$40.0K |
| UBS Group AG | $13.4K | 157 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.9K | 81 | 0.00% | new | NEW |
| Kings Path Partners LLC | $6.2K | 72 | 0.00% | 3q | -48.6%-$5.8K |
| HARBOUR INVESTMENTS, INC. | $3.0K | 35 | 0.00% | 5q | HELD |
| Signature Resources Capital Management, LLC | $2.5K | 29 | 0.00% | 4q | HELD |
| Quest 10 Wealth Builders, Inc. | $1.5K | 18 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.1K | 13 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $264 | 3,081 | 0.01% | 2q | HELD |
| ROYAL BANK OF CANADA | $0 | 4 | 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 | 72 | $382.3M | 4,474,663 | 15 | 23 | 20 | 0.0% |
| Q1 2026 | 62 | $261.1M | 3,832,190 | 12 | 16 | 19 | 0.0% |
| Q4 2025 | 53 | $198.3M | 3,101,283 | 8 | 17 | 13 | 0.0% |
| Q3 2025 | 43 | $156.9M | 2,620,248 | 7 | 13 | 9 | 0.0% |
| Q2 2025 | 41 | $124.7M | 2,204,974 | 15 | 11 | 7 | 0.0% |
| Q1 2025 | 29 | $60.5M | 1,237,300 | 12 | 6 | 5 | 0.0% |
| Q4 2024 | 20 | $51.1M | 1,031,622 | 5 | 4 | 5 | 0.0% |
| Q3 2024 | 18 | $48.8M | 901,331 | 8 | 3 | 2 | 0.0% |
| Q2 2024 | 10 | $4.7M | 88,999 | 9 | 0 | 1 | 0.0% |
| Q1 2024 | 1 | $2.0M | 40,000 | 1 | 0 | 0 | 0.0% |