13F Insight
DOSSIER · 13F Holders · Q3 2026
AVIE

AMERICAN CENTY ETF TR

10 institutions still hold AMERICAN CENTY ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072240·10 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
10
filers reporting
Concentration
52.89%
Plancorp, LLC #1
top holder share
AI Holders Summary · Q3 2026

10 institutions reported AVIE in Q3 2026. Plancorp, LLC leads at 52.9% 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%Q3 202602
CITADEL ADVISORS LLC
CIK 0001423053
$566K8K0.00%Q2 202603
Verus Financial Partners, Inc.
CIK 0001481714
$344K4K0.03%Q3 202604
Independent Wealth Network Inc.
CIK 0001891240
$327K4K0.08%Q3 202605
Rialto Wealth Management, LLC
CIK 0002054966
$204K3K0.04%Q2 202606
ELEVATE WEALTH ADVISORY, INC
CIK 0002011651
$110K1K0.06%Q3 202607
Team Financial Group, LLC
CIK 0001845163
$35K4580.01%Q3 202608
LAM GROUP, INC.
CIK 0001961944
$16K2100.01%Q3 202609
UBS Group AG
CIK 0001610520
$7K890.00%Q3 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025