13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AVDV

AMERICAN CENTY ETF TR

746 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072802·Exchange Traded Fund·746 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10.7B
visible holders
Holders
746
filers reporting
Concentration
32.14%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

746 institutions reported AVDV in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 32.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3.5B33.3M1.38%Q2 202602
Creative Planning
CIK 0001540235
$2.6B25.5M1.54%Q2 202603
Savant Capital, LLC
CIK 0001482880
$1.2B11.7M3.54%Q2 202604
Focus Partners Wealth
CIK 0001542153
$496M4.8M0.51%Q2 202605
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$484M4.7M4.10%Q2 202606
Accredited Investors Inc.
CIK 0001518364
$277M2.7M11.96%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$272M2.6M0.06%Q2 202608
Modera Wealth Management, LLC
CIK 0001542143
$243M2.4M2.60%Q2 202609
Mason Investment Advisory Services, Inc.
CIK 0001635007
$242M2.4M9.22%Q2 202610
Haverford Trust Co
CIK 0000842941
$176M1.7M1.52%Q2 202611
LPL Financial LLC
CIK 0001403438
$174M1.7M0.04%Q2 202612
Pure Financial Advisors, LLC
CIK 0001571556
$170M1.6M2.16%Q2 202613
Cerity Partners LLC
CIK 0001566475
$168M1.6M0.20%Q2 202614
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$137M1.3M0.06%Q2 202615
Corient Private Wealth LLC
CIK 0001948780
$113M1.1M0.15%Q2 202616
MORGAN STANLEY
CIK 0000895421
$107M1.0M0.01%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$105M1.0M0.01%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$105M1.0M0.06%Q2 202619
BANK OF MONTREAL /CAN/
CIK 0000927971
$103M1.0M0.03%Q2 202620
Unison Advisors LLC
CIK 0001695818
$86M832K5.98%Q2 2026
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