DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
AVDS

AMERICAN CENTY ETF TR

65 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 025072190·65 13F holders·last filed Mar 31, 2026
Market cap
6.2%
vs prior quarter
13F value held
$137M
73.0% inst. owned
of float
Holders
65
+97 QoQ
filers reporting
Activity
+14 / −93
+890 added · −819 reduced
this quarter
Concentration
21.42%
True North Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported AVDS in Q1 2026. True North Advisors, LLC leads at 21.4% of the visible book. +97 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
True North Advisors, LLC
CIK 0001634556
$29M409K3.35%Q1 2026
02
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$18M253K0.01%Q1 2026
03
Freedom Investment Management, Inc.
CIK 0001566653
$15M205K4.38%Q1 2026
04
CWM, LLC
CIK 0001535847
$12M173K0.03%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M161K0.00%Q1 2026
06
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$9M120K2.27%Q1 2026
07
Simplicity Wealth,LLC
CIK 0001913243
$6M86K0.35%Q1 2026
08
Cornerstone Wealth Partners, LLC
CIK 0002109292
$6M79K3.21%Q1 2026
09
Nvest Wealth Strategies, Inc.
CIK 0002106942
$4M56K2.82%Q1 2026
10
OneDigital Investment Advisors LLC
CIK 0001690370
$4M54K0.04%Q1 2026
11
Integrated Wealth Concepts LLC
CIK 0001737109
$4M50K0.03%Q1 2026
12
Kelman-Lazarov, Inc.
CIK 0001672067
$4M49K0.51%Q1 2026
13
BOYUM WEALTH ARCHITECTS LLC
CIK 0002068635
$3M43K1.39%Q1 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M36K0.01%Q1 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M32K0.00%Q1 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M27K0.00%Q1 2026
17
LAM GROUP, INC.
CIK 0001961944
$2M21K0.83%Q1 2026
18
CoreCap Advisors, LLC
CIK 0001902501
$1M19K0.05%Q1 2026
19
Plancorp, LLC
CIK 0001599579
$1M16K0.04%Q1 2026
20
Mariner, LLC
CIK 0001373442
$1M17K0.00%Q1 2026
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