13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
AVSD

AMERICAN CENTY ETF TR

97 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 025072299·97 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$327M
78.0% inst. owned
of float
Holders
97
+5 QoQ
filers reporting
Activity
+56 / −77
+802 added · −827 reduced
this quarter
Concentration
44.57%
Northwest & Ethical Investments L.P. #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported AVSD in Q1 2026. Northwest & Ethical Investments L.P. leads at 44.6% of the visible book. +5 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Northwest & Ethical Investments L.P.
CIK 0002033536
$146M2.0M3.38%Q1 202602
MASECO LLP
CIK 0002074052
$52M702K1.62%Q1 202603
Strategic Financial Planning, Inc.
CIK 0001802277
$17M311K9.82%Q1 202604
Willow Creek Wealth Management Inc.
CIK 0001632407
$16M217K1.28%Q3 202505
FMR LLC
CIK 0000315066
$12M160K0.00%Q1 202606
Corient Private Wealth LLC
CIK 0001948780
$10M138K0.01%Q1 202607
HUB Investment Partners, LLC
CIK 0001841815
$9M122K0.22%Q1 202608
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$9M116K0.04%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$8M101K0.00%Q4 202510
Trailhead Planners LLC
CIK 0002109534
$6M80K5.68%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$6M79K0.01%Q1 202612
Riverwater Partners LLC
CIK 0001882572
$6M76K1.86%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M70K0.01%Q1 202614
Clarity Asset Management, Inc.
CIK 0001756759
$5M64K2.38%Q1 202615
LPL Financial LLC
CIK 0001403438
$4M60K0.00%Q1 202616
LongView Asset Management LLC
CIK 0002053960
$4M55K2.86%Q4 202517
HighTower Advisors, LLC
CIK 0001462245
$4M54K0.00%Q1 202618
EP Wealth Advisors, LLC
CIK 0001540569
$4M53K0.02%Q1 202619
Merriman Wealth Management, LLC
CIK 0001568389
$4M68K0.16%Q4 202420
Focus Partners Wealth
CIK 0001542153
$3M40K0.00%Q4 2025
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