13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
AVES

AMERICAN CENTY ETF TR

178 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 025072372·178 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$862M
66.0% inst. owned
of float
Holders
178
+43 QoQ
filers reporting
Activity
+66 / −9
+959 added · −763 reduced
this quarter
Concentration
17.99%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported AVES in Q1 2026. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC leads at 18.0% of the visible book. +43 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$155M2.6M3.14%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$130M2.2M0.07%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$130M2.2M0.03%Q1 202604
First Command Advisory Services, Inc.
CIK 0001727336
$107M1.8M0.72%Q1 202605
Focus Partners Wealth
CIK 0001542153
$43M737K0.05%Q4 202506
Empowered Funds, LLC
CIK 0001592828
$43M714K0.27%Q1 202607
CCM INVESTMENT GROUP, LLC
CIK 0002067069
$38M796K3.99%Q1 202508
Merriman Wealth Management, LLC
CIK 0001568389
$37M798K1.53%Q4 202409
Symmetry Partners, LLC
CIK 0001697493
$23M390K1.34%Q1 202610
Armbruster Capital Management, Inc.
CIK 0001664847
$21M348K3.42%Q1 202611
Pathstone Holdings, LLC
CIK 0002011612
$18M304K0.07%Q1 202612
Meredith Wealth Planning
CIK 0001956471
$17M286K4.64%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$15M245K0.02%Q1 202614
Three Arch Wealth Management LLC
CIK 0002109462
$14M240K2.59%Q1 202615
B&D White Capital Company, LLC
CIK 0001752523
$14M231K1.71%Q1 202616
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
CIK 0001962166
$13M221K4.47%Q1 202617
Allegiance Financial Group Advisory Services LLC
CIK 0001964068
$12M196K2.34%Q1 202618
BSW Wealth Partners
CIK 0001512601
$12M193K1.41%Q1 202619
FIDELITY D & D BANCORP INC
CIK 0001098151
$11M185K4.44%Q1 202620
ANDERSON HOAGLAND & CO
CIK 0000791191
$10M164K0.85%Q1 2026
Page 1 of 9
158 more holders available. Log in →