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

AMERICAN CENTY ETF TR

107 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 025072299·107 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$334M
visible holders
Holders
107
filers reporting
Concentration
47.35%
Northwest & Ethical Investments L.P. #1
top holder share
AI Holders Summary · Q2 2026

107 institutions reported AVSD in Q2 2026. Northwest & Ethical Investments L.P. leads at 47.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Northwest & Ethical Investments L.P.
CIK 0002033536
$158M2.0M3.68%Q2 202602
MASECO LLP
CIK 0002074052
$57M712K1.60%Q2 202603
Willow Creek Wealth Management Inc.
CIK 0001632407
$16M217K1.28%Q3 202504
FMR LLC
CIK 0000315066
$14M176K0.00%Q2 202605
HUB Investment Partners, LLC
CIK 0001841815
$10M123K0.18%Q2 202606
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$9M116K0.04%Q2 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$8M97K0.01%Q2 202608
Corient Private Wealth LLC
CIK 0001948780
$7M89K0.01%Q2 202609
Highland Financial Advisors, LLC
CIK 0001939237
$6M80K1.41%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M75K0.01%Q2 202611
Riverwater Partners LLC
CIK 0001882572
$6M70K1.66%Q2 202612
LPL Financial LLC
CIK 0001403438
$5M69K0.00%Q2 202613
EP Wealth Advisors, LLC
CIK 0001540569
$5M67K0.02%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$4M56K0.00%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M55K0.00%Q2 202616
LongView Asset Management LLC
CIK 0002053960
$4M55K2.86%Q4 202517
Clarity Asset Management, Inc.
CIK 0001756759
$4M46K1.81%Q2 202618
Trailhead Planners LLC
CIK 0002109534
$3M42K3.27%Q2 202619
Freedom Day Solutions, LLC
CIK 0001467517
$3M42K0.75%Q2 202620
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$3M42K0.34%Q2 2026
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