DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
AVMV

AMERICAN CENTY ETF TR

82 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 025072133·82 13F holders·last filed Mar 31, 2026
Market cap
4.1%
vs prior quarter
13F value held
$329M
47.0% inst. owned
of float
Holders
82
-11 QoQ
filers reporting
Activity
+63 / −15
+915 added · −886 reduced
this quarter
Concentration
15.28%
ENZI WEALTH #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported AVMV in Q1 2026. ENZI WEALTH leads at 15.3% of the visible book. -11 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENZI WEALTH
CIK 0001887441
$50M677K17.43%Q1 2026
02
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$33M445K3.55%Q1 2026
03
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$33M440K0.02%Q1 2026
04
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$30M408K4.02%Q1 2026
05
Three Arch Wealth Management LLC
CIK 0002109462
$28M384K5.12%Q1 2026
06
Falcon Wealth Planning
CIK 0001839850
$24M318K1.61%Q1 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17M231K0.01%Q1 2026
08
Family Investment Center, Inc.
CIK 0001897700
$12M161K2.30%Q1 2026
09
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$11M147K1.72%Q1 2026
10
Prosperity Planning, Inc.
CIK 0001843292
$11M146K2.74%Q1 2026
11
WMG Financial Advisors, LLC
CIK 0001906711
$10M138K4.29%Q1 2026
12
COMMERCE BANK
CIK 0001009076
$9M124K0.04%Q1 2026
13
IHT Wealth Management, LLC
CIK 0001697490
$9M119K0.21%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$9M119K0.00%Q1 2026
15
B&D White Capital Company, LLC
CIK 0001752523
$8M110K1.01%Q1 2026
16
Rialto Wealth Management, LLC
CIK 0002054966
$7M99K1.64%Q1 2026
17
Quadcap Wealth Management, LLC
CIK 0002009674
$7M99K0.83%Q1 2026
18
Team Financial Group, LLC
CIK 0001845163
$7M92K3.08%Q1 2026
19
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$7M89K1.68%Q1 2026
20
Maridea Wealth Management LLC
CIK 0002056245
$6M81K0.88%Q1 2026
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