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

AMERICAN CENTY ETF TR

23 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 025072182·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$24M
visible holders
Holders
23
filers reporting
Concentration
30.66%
Cogent Private Wealth, Inc. #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported AVMA in Q1 2026. Cogent Private Wealth, Inc. leads at 30.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cogent Private Wealth, Inc.
CIK 0002078392
$7M111K5.37%Q1 202602
Great Point Wealth Advisors, LLC
CIK 0001760304
$7M91K1.07%Q2 202603
LPL Financial LLC
CIK 0001403438
$2M36K0.00%Q1 202604
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$1M21K3.58%Q1 202605
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M15K0.02%Q1 202606
Vawter Financial, Ltd.
CIK 0001974403
$1M15K0.44%Q1 202607
Integrity Wealth Solutions LLC
CIK 0002006918
$901K13K0.35%Q1 202608
Versant Capital Management, Inc
CIK 0001735057
$801K11K0.07%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$686K10K0.00%Q1 202610
Plancorp, LLC
CIK 0001599579
$286K4K0.01%Q2 202611
Arlington Financial Advisors, LLC
CIK 0001716539
$272K4K0.03%Q2 202612
marrick wealth, LLC
CIK 0002109850
$249K3K0.18%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$238K4K0.00%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$228K3K0.00%Q1 202615
Werba Rubin Papier Wealth Management
CIK 0001971029
$223K3K0.03%Q1 202616
Advisory Services Network, LLC
CIK 0001573876
$141K2K0.00%Q1 202617
Sunbelt Securities, Inc.
CIK 0001632932
$95K1K0.01%Q1 202618
Robinswood Financial LLC
CIK 0002139748
$79K1K0.02%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$44K6000.00%Q2 202620
Mosley Wealth Management
CIK 0002011849
$39K5390.01%Q2 2026
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