13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
AVSF

AMERICAN CENTY ETF TR

116 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 025072687·116 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$503M
55.0% inst. owned
of float
Holders
116
-1 QoQ
filers reporting
Activity
+36 / −69
+848 added · −805 reduced
this quarter
Concentration
18.20%
MASECO LLP #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported AVSF in Q1 2026. MASECO LLP leads at 18.2% of the visible book. -1 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
$92M2.0M2.87%Q1 202602
Savant Capital, LLC
CIK 0001482880
$83M1.8M0.40%Q1 202603
Verus Financial Partners, Inc.
CIK 0001481714
$63M1.4M5.69%Q1 202604
LPL Financial LLC
CIK 0001403438
$41M883K0.01%Q1 202605
Financial Plan, Inc.
CIK 0002107584
$40M851K4.27%Q1 202606
Simplicity Wealth,LLC
CIK 0001913243
$34M732K1.94%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M659K0.01%Q1 202608
Creative Planning
CIK 0001540235
$19M399K0.01%Q1 202609
Pacific Life Fund Advisors LLC
CIK 0001499091
$15M312K1.68%Q1 202610
CoreCap Advisors, LLC
CIK 0001902501
$11M233K0.37%Q1 202611
Mattern Wealth Management LLC
CIK 0001802376
$10M205K1.87%Q1 202612
Werba Rubin Papier Wealth Management
CIK 0001971029
$9M202K1.32%Q1 202613
WR Wealth Planners, LLC
CIK 0002031978
$9M186K2.76%Q4 202414
Allworth Financial LP
CIK 0001555170
$8M181K0.03%Q1 202615
Strategic Blueprint, LLC
CIK 0001767821
$8M164K0.45%Q1 202616
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$7M155K2.30%Q1 202617
Fort Vancouver Investment Management, LLC
CIK 0002032698
$7M151K3.79%Q4 202518
Atria Investments, Inc
CIK 0001535865
$6M139K0.07%Q1 202619
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$6M130K0.00%Q1 202620
McCartney Wealth Management LLC
CIK 0002110693
$4M93K3.67%Q1 2026
Page 1 of 6
96 more holders available. Log in →