13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
AVLC

AMERICAN CENTY ETF TR

94 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 025072158·94 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$795M
50.0% inst. owned
of float
Holders
94
+55 QoQ
filers reporting
Activity
+13 / −92
+727 added · −704 reduced
this quarter
Concentration
22.95%
Oak Root LLC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported AVLC in Q1 2026. Oak Root LLC leads at 22.9% of the visible book. +55 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Oak Root LLC
CIK 0002027377
$182M2.4M22.24%Q1 202602
Hills Bank & Trust Co
CIK 0001309148
$92M1.2M4.46%Q1 202603
Pacific Life Fund Advisors LLC
CIK 0001499091
$62M800K7.13%Q1 202604
Beaird Harris Wealth Management, LLC
CIK 0001908938
$58M745K3.93%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M629K0.01%Q1 202606
Cypress Point Wealth Management, LLC
CIK 0001825611
$39M497K8.31%Q1 202607
Ridgeline Wealth, LLC
CIK 0001934226
$35M450K24.98%Q1 202608
LPL Financial LLC
CIK 0001403438
$35M446K0.01%Q1 202609
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993
$34M444K0.95%Q1 202610
Simplicity Wealth,LLC
CIK 0001913243
$29M371K1.63%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$27M362K0.00%Q1 202612
Well Done, LLC
CIK 0001667132
$26M339K3.87%Q1 202613
Allworth Financial LP
CIK 0001555170
$20M253K0.08%Q1 202614
Networth Advisors, LLC
CIK 0002099019
$19M243K13.30%Q1 202615
OneDigital Investment Advisors LLC
CIK 0001690370
$18M226K0.17%Q1 202616
FAS Wealth Partners, Inc.
CIK 0001596957
$17M219K1.11%Q4 202517
Global Strategic Investment Solutions, LLC
CIK 0001760076
$17M219K1.65%Q1 202618
Buttonwood Financial Group, LLC
CIK 0001847661
$14M176K8.40%Q1 202619
AE Wealth Management LLC
CIK 0001697723
$12M151K0.06%Q1 202620
Prosperity Planning, Inc.
CIK 0001843292
$11M144K2.82%Q1 2026
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