13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
AVIG

AMERICAN CENTY ETF TR

181 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 025072562·181 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.4%
vs prior quarter
13F value held
$970M
48.0% inst. owned
of float
Holders
181
-7 QoQ
filers reporting
Activity
+15 / −27
+966 added · −824 reduced
this quarter
Concentration
27.98%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

181 institutions reported AVIG in Q1 2026. AE Wealth Management LLC leads at 28.0% of the visible book. -7 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$271M6.5M1.47%Q1 202602
MORGAN STANLEY
CIK 0000895421
$95M2.3M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$78M1.9M0.02%Q1 202604
Verus Financial Partners, Inc.
CIK 0001481714
$64M1.5M5.73%Q1 202605
Simplicity Wealth,LLC
CIK 0001913243
$50M1.2M2.85%Q1 202606
LPL Financial LLC
CIK 0001403438
$41M997K0.01%Q1 202607
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$40M973K0.73%Q1 202608
REGATTA CAPITAL GROUP, LLC
CIK 0001911488
$33M800K5.03%Q1 202609
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$32M781K0.02%Q1 202610
Echo Wealth Management, LLC
CIK 0001846994
$32M775K18.54%Q1 202611
Hill Investment Group Partners, LLC
CIK 0001979028
$31M742K3.40%Q1 202612
Pacific Life Fund Advisors LLC
CIK 0001499091
$29M706K3.37%Q1 202613
Allegiance Financial Group Advisory Services LLC
CIK 0001964068
$25M594K4.91%Q1 202614
Highland Financial Advisors, LLC
CIK 0001939237
$23M565K6.20%Q1 202615
Centennial Wealth Advisory LLC
CIK 0001839421
$23M553K5.56%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M509K0.01%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$21M509K0.00%Q1 202618
LexAurum Advisors, LLC
CIK 0001729677
$21M498K2.68%Q1 202619
Creative Planning
CIK 0001540235
$20M490K0.01%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$17M406K0.02%Q1 2026
Page 1 of 10
161 more holders available. Log in →