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

AMERICAN CENTY ETF TR

122 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 025072158·122 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$963M
visible holders
Holders
122
filers reporting
Concentration
18.83%
Oak Root LLC #1
top holder share
AI Holders Summary · Q3 2026

122 institutions reported AVLC in Q3 2026. Oak Root LLC leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Oak Root LLC
CIK 0002027377
$181M2.0M19.99%Q3 202602
Hills Bank & Trust Co
CIK 0001309148
$101M1.1M4.31%Q2 202603
Beaird Harris Wealth Management, LLC
CIK 0001908938
$76M842K4.74%Q2 202604
Pacific Life Fund Advisors LLC
CIK 0001499091
$67M740K7.32%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$64M707K0.01%Q2 202606
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993
$44M493K0.96%Q2 202607
Cypress Point Wealth Management, LLC
CIK 0001825611
$43M483K8.84%Q2 202608
Ridgeline Wealth, LLC
CIK 0001934226
$43M463K24.14%Q3 202609
LPL Financial LLC
CIK 0001403438
$38M423K0.01%Q2 202610
Global Strategic Investment Solutions, LLC
CIK 0001760076
$37M413K3.28%Q3 202611
Simplicity Wealth,LLC
CIK 0001913243
$34M380K1.16%Q2 202612
Well Done, LLC
CIK 0001667132
$34M373K4.60%Q3 202613
PARK AVENUE SECURITIES LLC
CIK 0001071640
$33M425K0.26%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$32M359K0.00%Q2 202615
Allworth Financial LP
CIK 0001555170
$29M323K0.12%Q2 202616
Networth Advisors, LLC
CIK 0002099019
$23M259K13.56%Q2 202617
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$22M244K0.21%Q2 202618
OneDigital Investment Advisors LLC
CIK 0001690370
$21M230K0.17%Q2 202619
FAS Wealth Partners, Inc.
CIK 0001596957
$21M229K1.07%Q2 202620
Apella Capital, LLC
CIK 0001801507
$20M220K0.26%Q3 2026
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