13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
AVDE

AMERICAN CENTY ETF TR

695 institutions still hold AMERICAN CENTY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072703·Exchange Traded Fund·695 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$5.8B
66.0% inst. owned
of float
Holders
695
+74 QoQ
filers reporting
Activity
+88 / −119
+930 added · −796 reduced
this quarter
Concentration
11.05%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

695 institutions reported AVDE in Q1 2026. AMERIPRISE FINANCIAL INC leads at 11.0% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$637M7.5M0.15%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$427M5.0M0.22%Q1 202603
Corient Private Wealth LLC
CIK 0001948780
$424M5.0M0.61%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$417M4.9M0.11%Q1 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$398M4.7M0.81%Q1 202606
LPL Financial LLC
CIK 0001403438
$362M4.3M0.10%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$340M4.0M0.02%Q1 202608
MORGAN STANLEY
CIK 0000895421
$327M3.9M0.02%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$300M3.5M0.18%Q1 202610
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$289M3.4M5.94%Q1 202611
Rockwood Wealth Management, LLC
CIK 0001983670
$255M3.0M18.27%Q1 202612
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$247M2.9M2.09%Q1 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$241M2.9M0.14%Q4 202514
HighTower Advisors, LLC
CIK 0001462245
$223M2.6M0.24%Q1 202615
MASECO LLP
CIK 0002074052
$166M2.0M5.21%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$154M1.8M0.03%Q1 202617
Advance Capital Management, Inc.
CIK 0001536029
$147M1.7M5.57%Q1 202618
HB Wealth Management, LLC
CIK 0001911253
$141M1.7M0.91%Q1 202619
UBS Group AG
CIK 0001610520
$135M1.6M0.02%Q1 202620
Annex Advisory Services, LLC
CIK 0001542287
$132M1.6M2.47%Q1 2026
Page 1 of 35
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