13F Insight
DOSSIER · 13F Holders · Q2 2026
AVLC

AMERICAN CENTY ETF TR

99 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072158·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$866M
visible holders
Holders
99
filers reporting
Concentration
20.86%
Oak Root LLC #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported AVLC in Q2 2026. Oak Root LLC leads at 20.9% 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
$181M2.0M19.94%Q2 202602
Hills Bank & Trust Co
CIK 0001309148
$92M1.2M4.46%Q1 202603
Beaird Harris Wealth Management, LLC
CIK 0001908938
$76M842K4.74%Q2 202604
Pacific Life Fund Advisors LLC
CIK 0001499091
$62M800K7.13%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M629K0.01%Q1 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
$41M451K23.72%Q2 202609
LPL Financial LLC
CIK 0001403438
$35M446K0.01%Q1 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$33M425K0.26%Q1 202611
Well Done, LLC
CIK 0001667132
$33M364K4.40%Q2 202612
Simplicity Wealth,LLC
CIK 0001913243
$29M371K1.63%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$27M362K0.00%Q1 202614
Networth Advisors, LLC
CIK 0002099019
$23M259K13.56%Q2 202615
Allworth Financial LP
CIK 0001555170
$20M253K0.08%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$18M226K0.17%Q1 202617
FAS Wealth Partners, Inc.
CIK 0001596957
$17M224K1.08%Q1 202618
Global Strategic Investment Solutions, LLC
CIK 0001760076
$17M219K1.65%Q1 202619
Buttonwood Financial Group, LLC
CIK 0001847661
$14M176K8.40%Q1 202620
Prosperity Planning, Inc.
CIK 0001843292
$14M151K3.12%Q2 2026
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