DOSSIER · 13F Holders · Q2 2026
AVMA

AMERICAN CENTY ETF TR

26 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 025072182·26 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$30M
visible holders
Holders
26
filers reporting
Concentration
35.58%
Cogent Private Wealth, Inc. #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported AVMA in Q2 2026. Cogent Private Wealth, Inc. leads at 35.6% 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
$11M145K6.61%Q2 2026
02
Great Point Wealth Advisors, LLC
CIK 0001760304
$7M91K1.07%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$2M32K0.00%Q2 2026
04
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$1M17K2.87%Q2 2026
05
Diversify Advisory Services, LLC
CIK 0002021232
$1M16K0.02%Q2 2026
06
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M16K0.02%Q2 2026
07
Vawter Financial, Ltd.
CIK 0001974403
$1M16K0.43%Q2 2026
08
Integrity Wealth Solutions LLC
CIK 0002006918
$1M15K0.40%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M14K0.00%Q2 2026
10
Versant Capital Management, Inc
CIK 0001735057
$801K11K0.07%Q2 2026
11
OceanIQ Capital, LLC
CIK 0002149849
$523K7K0.32%Q2 2026
12
Plancorp, LLC
CIK 0001599579
$286K4K0.01%Q2 2026
13
Arlington Financial Advisors, LLC
CIK 0001716539
$272K4K0.03%Q2 2026
14
marrick wealth, LLC
CIK 0002109850
$249K3K0.18%Q2 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$245K3K0.00%Q2 2026
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$238K4K0.00%Q1 2026
17
Werba Rubin Papier Wealth Management
CIK 0001971029
$227K3K0.03%Q2 2026
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$215K3K0.00%Q2 2026
19
Integrated Advisors Network LLC
CIK 0001660177
$207K3K0.01%Q2 2026
20
Sunbelt Securities, Inc.
CIK 0001632932
$95K1K0.01%Q1 2026
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