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

AMERICAN CENTY ETF TR

234 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 025072323·234 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.2%
vs prior quarter
13F value held
$1.9B
47.0% inst. owned
of float
Holders
234
+36 QoQ
filers reporting
Activity
+82 / −103
+998 added · −948 reduced
this quarter
Concentration
49.95%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

234 institutions reported AVSC in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 50.0% of the visible book. +36 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$925M14.9M1.37%Q1 202602
Mason Investment Advisory Services, Inc.
CIK 0001635007
$223M3.6M10.32%Q1 202603
Wealth Management Nebraska
CIK 0002042783
$120M1.1M12.19%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$77M1.2M0.05%Q1 202605
MORGAN STANLEY
CIK 0000895421
$64M1.0M0.00%Q1 202606
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$57M923K0.91%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M714K0.01%Q1 202608
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$43M684K7.24%Q1 202609
Creative Planning
CIK 0001540235
$40M649K0.03%Q1 202610
AE Wealth Management LLC
CIK 0001697723
$40M637K0.21%Q1 202611
Three Arch Wealth Management LLC
CIK 0002109462
$29M469K5.26%Q1 202612
LPL Financial LLC
CIK 0001403438
$29M467K0.01%Q1 202613
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$29M462K0.01%Q1 202614
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$23M377K6.71%Q1 202615
Cornerstone Wealth Partners, LLC
CIK 0002109292
$20M327K11.54%Q1 202616
Savant Capital, LLC
CIK 0001482880
$19M310K0.09%Q1 202617
Shore Point Advisors, LLC
CIK 0001907092
$19M403K7.42%Q1 202618
Corient Private Wealth LLC
CIK 0001948780
$17M227K0.02%Q1 202619
FAS Wealth Partners, Inc.
CIK 0001596957
$16M272K1.03%Q4 202520
WEST PACES ADVISORS INC.
CIK 0002004720
$16M254K3.07%Q1 2026
Page 1 of 12
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