13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
AVDV

AMERICAN CENTY ETF TR

684 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 025072802·Exchange Traded Fund·684 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$9.5B
78.0% inst. owned
of float
Holders
684
+53 QoQ
filers reporting
Activity
+8 / −34
+845 added · −737 reduced
this quarter
Concentration
30.76%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

684 institutions reported AVDV in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 30.8% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2.9B30.4M1.41%Q1 202602
Creative Planning
CIK 0001540235
$2.4B23.8M1.61%Q1 202603
Savant Capital, LLC
CIK 0001482880
$1.2B11.5M5.56%Q1 202604
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$411M4.1M4.14%Q1 202605
Focus Partners Wealth
CIK 0001542153
$387M4.1M0.44%Q4 202506
Accredited Investors Inc.
CIK 0001518364
$263M2.6M14.17%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$256M2.6M0.07%Q1 202608
Mason Investment Advisory Services, Inc.
CIK 0001635007
$236M2.4M10.88%Q1 202609
Modera Wealth Management, LLC
CIK 0001542143
$195M2.1M2.26%Q4 202510
Haverford Trust Co
CIK 0000842941
$166M1.7M1.52%Q1 202611
Pure Financial Advisors, LLC
CIK 0001571556
$165M1.6M2.36%Q1 202612
LPL Financial LLC
CIK 0001403438
$163M1.6M0.04%Q1 202613
Cerity Partners LLC
CIK 0001566475
$142M1.4M0.20%Q1 202614
Corient Private Wealth LLC
CIK 0001948780
$133M1.3M0.19%Q1 202615
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$120M1.2M0.06%Q1 202616
MORGAN STANLEY
CIK 0000895421
$109M1.1M0.01%Q1 202617
BANK OF MONTREAL /CAN/
CIK 0000927971
$96M957K0.04%Q1 202618
Unison Advisors LLC
CIK 0001695818
$83M828K6.27%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$80M800K0.01%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$76M763K0.05%Q1 2026
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