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

AMERICAN CENTY ETF TR

20 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 025072182·20 13F holders·last filed Mar 31, 2026
Market cap
2.1%
vs prior quarter
13F value held
$23M
67.0% inst. owned
of float
Holders
20
-3 QoQ
filers reporting
Activity
+17 / −75
+833 added · −838 reduced
this quarter
Concentration
31.96%
Cogent Private Wealth, Inc. #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported AVMA in Q1 2026. Cogent Private Wealth, Inc. leads at 32.0% of the visible book. -3 net institutions QoQ — distribution reading.

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 2026
02
Great Point Wealth Advisors, LLC
CIK 0001760304
$6M91K1.13%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$2M36K0.00%Q1 2026
04
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$1M21K3.58%Q1 2026
05
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M15K0.02%Q1 2026
06
Vawter Financial, Ltd.
CIK 0001974403
$1M15K0.44%Q1 2026
07
Versant Capital Management, Inc
CIK 0001735057
$961,74614K0.09%Q1 2026
08
Integrity Wealth Solutions LLC
CIK 0002006918
$900,73213K0.35%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$685,71110K0.00%Q1 2026
10
Plancorp, LLC
CIK 0001599579
$260,5164K0.01%Q1 2026
11
Arlington Financial Advisors, LLC
CIK 0001716539
$246,9544K0.04%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$227,7303K0.00%Q1 2026
13
Werba Rubin Papier Wealth Management
CIK 0001971029
$222,8963K0.03%Q1 2026
14
Advisory Services Network, LLC
CIK 0001573876
$141,2932K0.00%Q1 2026
15
Sunbelt Securities, Inc.
CIK 0001632932
$94,6131K0.01%Q1 2026
16
Farther Finance Advisors, LLC
CIK 0001992825
$40,5646000.00%Q1 2026
17
EverSource Wealth Advisors, LLC
CIK 0001710537
$20,4043040.00%Q1 2026
18
CURIO WEALTH, LLC
CIK 0002049201
$3,116460.00%Q1 2026
19
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2384K0.00%Q1 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025