13F Insight
DOSSIER · 13F Holders · Q1 2026
AVSE

AMERICAN CENTY ETF TR

73 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 025072315·73 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$119M
visible holders
Holders
73
filers reporting
Concentration
24.45%
MASECO LLP #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported AVSE in Q1 2026. MASECO LLP leads at 24.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MASECO LLP
CIK 0002074052
$29M435K0.91%Q1 202602
Orgel Wealth Management, LLC
CIK 0001658535
$10M128K0.20%Q2 202603
Focus Partners Wealth
CIK 0001542153
$10M151K0.01%Q4 202504
Riverwater Partners LLC
CIK 0001882572
$9M133K2.94%Q1 202605
Willow Creek Wealth Management Inc.
CIK 0001632407
$9M137K0.72%Q3 202506
Corient Private Wealth LLC
CIK 0001948780
$8M113K0.01%Q1 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$7M108K0.11%Q1 202608
Strategic Financial Planning, Inc.
CIK 0001802277
$6M241K3.66%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$4M66K0.00%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$4M68K0.00%Q4 202511
Trailhead Planners LLC
CIK 0002109534
$3M39K2.48%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M39K0.00%Q1 202613
EP Wealth Advisors, LLC
CIK 0001540569
$3M39K0.01%Q1 202614
Highland Financial Advisors, LLC
CIK 0001939237
$3M31K0.56%Q2 202615
LongView Asset Management LLC
CIK 0002053960
$3M39K1.76%Q4 202516
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M36K0.00%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M27K0.00%Q1 202618
Freedom Day Solutions, LLC
CIK 0001467517
$2M22K0.39%Q2 202619
Accurate Wealth Management, LLC
CIK 0001877728
$2M21K0.16%Q2 202620
Opes Wealth Management LLC
CIK 0001766918
$1M22K0.24%Q1 2026
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