13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
AVEE

AMERICAN CENTY ETF TR

30 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 025072141·30 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.2%
vs prior quarter
13F value held
$66M
52.0% inst. owned
of float
Holders
30
+103 QoQ
filers reporting
Activity
+88 / −64
+985 added · −949 reduced
this quarter
Concentration
26.38%
AMERICAN CENTURY COMPANIES INC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported AVEE in Q1 2026. AMERICAN CENTURY COMPANIES INC leads at 26.4% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$17M273K0.01%Q1 202602
Tortoise Investment Management, LLC
CIK 0001599511
$11M181K0.95%Q1 202603
Index Fund Advisors, Inc.
CIK 0001665097
$9M137K0.39%Q1 202604
Cornerstone Wealth Partners, LLC
CIK 0002109292
$7M111K4.00%Q1 202605
Timonier Family Office, LTD.
CIK 0002038170
$5M79K1.56%Q4 202506
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M50K0.00%Q1 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M28K0.03%Q1 202608
Ariadne Wealth Management, LP
CIK 0002034793
$2M26K0.75%Q1 202609
VISTA CAPITAL PARTNERS, INC.
CIK 0001486946
$1M20K0.13%Q1 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$1M18K0.01%Q1 202611
Cypress Point Wealth Management, LLC
CIK 0001825611
$1M17K0.24%Q1 202612
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$1M17K0.30%Q1 202613
Avior Wealth Management, LLC
CIK 0001599868
$1M16K0.03%Q1 202614
CAP Partners, LLC
CIK 0002006870
$913,77314K0.52%Q1 202615
Three Arch Wealth Management LLC
CIK 0002109462
$744,85812K0.13%Q1 202616
ERn Financial, LLC
CIK 0001768302
$593,1349K0.11%Q1 202617
LAM GROUP, INC.
CIK 0001961944
$588,9489K0.32%Q1 202618
Efficient Frontier Advisors LLC
CIK 0002011188
$430,0007K0.27%Q2 202519
Plancorp, LLC
CIK 0001599579
$416,0646K0.01%Q1 202620
B&D White Capital Company, LLC
CIK 0001752523
$346,5185K0.04%Q1 2026
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