DOSSIER · 13F Holders · Q2 2026
AVIE

AMERICAN CENTY ETF TR

8 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 025072240·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
8
filers reporting
Concentration
57.12%
Plancorp, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported AVIE in Q2 2026. Plancorp, LLC leads at 57.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Plancorp, LLC
CIK 0001599579
$2M21K0.04%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$534K8K0.00%Q4 2025
03
Verus Financial Partners, Inc.
CIK 0001481714
$331K4K0.03%Q2 2026
04
Rialto Wealth Management, LLC
CIK 0002054966
$204K3K0.04%Q2 2026
05
ELEVATE WEALTH ADVISORY, INC
CIK 0002011651
$110K1K0.06%Q2 2026
06
UBS Group AG
CIK 0001610520
$35K4750.00%Q2 2026
07
LAM GROUP, INC.
CIK 0001961944
$15K2050.01%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025