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

AMERICAN CENTY ETF TR

179 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 025072562·179 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
179
filers reporting
Concentration
26.32%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

179 institutions reported AVIG in Q1 2026. AE Wealth Management LLC leads at 26.3% of the visible book.

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
$64M1.6M5.51%Q2 202605
Janney Montgomery Scott LLC
CIK 0001329948
$57M1.4M0.14%Q1 202606
Simplicity Wealth,LLC
CIK 0001913243
$50M1.2M2.85%Q1 202607
LPL Financial LLC
CIK 0001403438
$41M997K0.01%Q1 202608
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$40M973K0.73%Q1 202609
Echo Wealth Management, LLC
CIK 0001846994
$34M828K17.51%Q2 202610
REGATTA CAPITAL GROUP, LLC
CIK 0001911488
$33M800K5.03%Q1 202611
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$32M781K0.02%Q1 202612
BCR Wealth Strategies, LLC
CIK 0001908380
$32M773K10.07%Q1 202613
Hill Investment Group Partners, LLC
CIK 0001979028
$31M742K3.40%Q1 202614
Pacific Life Fund Advisors LLC
CIK 0001499091
$29M706K3.37%Q1 202615
PARK AVENUE SECURITIES LLC
CIK 0001071640
$26M634K0.21%Q1 202616
Allegiance Financial Group Advisory Services LLC
CIK 0001964068
$25M594K4.91%Q1 202617
Highland Financial Advisors, LLC
CIK 0001939237
$25M595K5.42%Q2 202618
Centennial Wealth Advisory LLC
CIK 0001839421
$23M553K4.95%Q2 202619
LexAurum Advisors, LLC
CIK 0001729677
$21M514K2.46%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M509K0.01%Q1 2026
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