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

AMERICAN CENTY ETF TR

72 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 025072315·72 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.2%
vs prior quarter
13F value held
$107M
77.0% inst. owned
of float
Holders
72
-92 QoQ
filers reporting
Activity
+100 / −107
+915 added · −867 reduced
this quarter
Concentration
27.15%
MASECO LLP #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported AVSE in Q1 2026. MASECO LLP leads at 27.2% of the visible book. -92 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MASECO LLP
CIK 0002074052
$29M435K0.91%Q1 202602
Focus Partners Wealth
CIK 0001542153
$10M151K0.01%Q4 202503
Riverwater Partners LLC
CIK 0001882572
$9M133K2.94%Q1 202604
Willow Creek Wealth Management Inc.
CIK 0001632407
$9M137K0.72%Q3 202505
Corient Private Wealth LLC
CIK 0001948780
$8M113K0.01%Q1 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$7M108K0.11%Q1 202607
Strategic Financial Planning, Inc.
CIK 0001802277
$6M241K3.66%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$4M66K0.00%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$4M68K0.00%Q4 202510
Trailhead Planners LLC
CIK 0002109534
$3M39K2.48%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M39K0.00%Q1 202612
EP Wealth Advisors, LLC
CIK 0001540569
$3M39K0.01%Q1 202613
LongView Asset Management LLC
CIK 0002053960
$3M39K1.76%Q4 202514
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M36K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M27K0.00%Q1 202616
Highland Financial Advisors, LLC
CIK 0001939237
$2M24K0.43%Q1 202617
Opes Wealth Management LLC
CIK 0001766918
$1M22K0.24%Q1 202618
Accurate Wealth Management, LLC
CIK 0001877728
$1M15K0.13%Q1 202619
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$1M16K0.03%Q1 202620
Mason & Associates Inc
CIK 0001917686
$924,23914K0.18%Q1 2026
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