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

AMERICAN CENTY ETF TR

40 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 025072695·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
40
filers reporting
Concentration
42.75%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported AVMU in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 42.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$42M897K0.01%Q2 202602
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$10M237K0.29%Q3 202603
Beaird Harris Wealth Management, LLC
CIK 0001908938
$8M170K0.50%Q2 202604
Plancorp, LLC
CIK 0001599579
$6M145K0.15%Q3 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M81K0.00%Q3 202606
LPL Financial LLC
CIK 0001403438
$3M81K0.00%Q3 202607
Savant Capital, LLC
CIK 0001482880
$3M69K0.01%Q3 202608
Tortoise Investment Management, LLC
CIK 0001599511
$3M66K0.21%Q3 202609
PrairieView Partners, LLC
CIK 0001726673
$2M55K0.24%Q2 202510
Align Financial, LLC
CIK 0002089183
$2M55K1.12%Q3 202611
EJMK Ventures LLC
CIK 0002113915
$2M53K0.95%Q3 202612
Visionary Wealth Advisors
CIK 0001802984
$2M53K0.09%Q3 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$2M44K0.00%Q2 202614
IHT Wealth Management, LLC
CIK 0001697490
$2M43K0.04%Q2 202615
L.K. Benson & Company, P.C.
CIK 0002055235
$1M24K0.31%Q3 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M23K0.00%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$965K21K0.00%Q2 202618
Wheels Up Wealth, Inc.
CIK 0002107618
$906K21K0.77%Q3 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$847K18K0.00%Q2 202620
Crews Bank & Trust
CIK 0002052279
$623K13K0.08%Q2 2026
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