13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
AVRE

AMERICAN CENTY ETF TR

157 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 025072356·157 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.0%
vs prior quarter
13F value held
$430M
64.0% inst. owned
of float
Holders
157
+52 QoQ
filers reporting
Activity
+26 / −92
+909 added · −678 reduced
this quarter
Concentration
12.67%
Empowered Funds, LLC #1
top holder share
AI Holders Summary · Q1 2026

157 institutions reported AVRE in Q1 2026. Empowered Funds, LLC leads at 12.7% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Empowered Funds, LLC
CIK 0001592828
$54M1.2M0.35%Q1 202602
CCM INVESTMENT GROUP, LLC
CIK 0002067069
$51M1.2M5.44%Q1 202503
Sequoia Financial Advisors, LLC
CIK 0001599900
$43M988K0.24%Q1 202604
Financial Plan, Inc.
CIK 0002107584
$31M712K3.36%Q1 202605
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$27M608K0.01%Q1 202606
NICOLET BANKSHARES INC
CIK 0001174850
$26M598K0.97%Q1 202607
Quantum Financial Advisors, LLC
CIK 0001929139
$19M424K2.10%Q1 202608
Hill Investment Group Partners, LLC
CIK 0001979028
$17M389K1.89%Q1 202609
ShankerValleau Wealth Advisors, Inc.
CIK 0001903273
$16M374K4.64%Q1 202610
BetterWealth, LLC
CIK 0001911702
$15M339K2.93%Q1 202611
Allegiance Financial Group Advisory Services LLC
CIK 0001964068
$15M338K2.96%Q1 202612
Capstone Financial Advisors, Inc.
CIK 0001599217
$14M317K0.75%Q1 202613
Prairiewood Capital, LLC
CIK 0001839695
$14M309K3.93%Q1 202614
LPL Financial LLC
CIK 0001403438
$13M301K0.00%Q1 202615
Physician Wealth Solutions Inc.
CIK 0002007116
$13M289K5.27%Q1 202616
Merriman Wealth Management, LLC
CIK 0001568389
$13M301K0.53%Q4 202417
LexAurum Advisors, LLC
CIK 0001729677
$13M287K1.64%Q1 202618
Focus Partners Wealth
CIK 0001542153
$12M280K0.01%Q4 202519
Seaside Wealth Management, Inc.
CIK 0001929977
$12M273K3.38%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M249K0.00%Q1 2026
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