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

AMERICAN CENTY ETF TR

164 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 025072356·164 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$490M
visible holders
Holders
164
filers reporting
Concentration
11.52%
Empowered Funds, LLC #1
top holder share
AI Holders Summary · Q2 2026

164 institutions reported AVRE in Q2 2026. Empowered Funds, LLC leads at 11.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Empowered Funds, LLC
CIK 0001592828
$56M1.2M0.30%Q2 202602
CCM INVESTMENT GROUP, LLC
CIK 0002067069
$51M1.2M5.44%Q1 202503
Sequoia Financial Advisors, LLC
CIK 0001599900
$49M1.0M0.24%Q2 202604
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$38M811K0.02%Q2 202605
Financial Plan, Inc.
CIK 0002107584
$38M797K3.58%Q2 202606
NICOLET BANKSHARES INC
CIK 0001174850
$29M619K0.94%Q2 202607
LPL Financial LLC
CIK 0001403438
$27M579K0.01%Q2 202608
Quantum Financial Advisors, LLC
CIK 0001929139
$22M455K2.13%Q2 202609
ShankerValleau Wealth Advisors, Inc.
CIK 0001903273
$18M384K4.80%Q2 202610
Allegiance Financial Group Advisory Services LLC
CIK 0001964068
$18M373K3.06%Q2 202611
Hill Investment Group Partners, LLC
CIK 0001979028
$17M365K1.77%Q2 202612
BetterWealth, LLC
CIK 0001911702
$16M348K2.91%Q2 202613
Prairiewood Capital, LLC
CIK 0001839695
$15M319K3.92%Q2 202614
Capstone Financial Advisors, Inc.
CIK 0001599217
$15M311K0.72%Q2 202615
Seaside Wealth Management, Inc.
CIK 0001929977
$14M289K3.39%Q2 202616
LexAurum Advisors, LLC
CIK 0001729677
$14M285K1.56%Q2 202617
Physician Wealth Solutions Inc.
CIK 0002007116
$13M284K5.10%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M276K0.00%Q2 202619
Leading Edge Financial Planning LLC
CIK 0001967205
$13M265K2.23%Q2 202620
Three Arch Wealth Management LLC
CIK 0002109462
$13M264K1.92%Q2 2026
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