DOSSIER · 13F Holders · Q2 2025
AVSF

AMERICAN CENTY ETF TR

108 institutions still hold AMERICAN CENTY ETF TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072687·108 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$623M
visible holders
Holders
108
filers reporting
Concentration
20.11%
PrairieView Partners, LLC #1
top holder share
AI Holders Summary · Q2 2025

108 institutions reported AVSF in Q2 2025. PrairieView Partners, LLC leads at 20.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PrairieView Partners, LLC
CIK 0001726673
$125M2.7M12.11%Q2 2025
02
MASECO LLP
CIK 0002074052
$92M2.0M2.87%Q1 2026
03
Savant Capital, LLC
CIK 0001482880
$83M1.8M0.40%Q1 2026
04
Verus Financial Partners, Inc.
CIK 0001481714
$63M1.4M5.41%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$41M883K0.01%Q1 2026
06
Financial Plan, Inc.
CIK 0002107584
$40M851K4.27%Q1 2026
07
Simplicity Wealth,LLC
CIK 0001913243
$34M732K1.94%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M659K0.01%Q1 2026
09
Creative Planning
CIK 0001540235
$19M399K0.01%Q1 2026
10
Pacific Life Fund Advisors LLC
CIK 0001499091
$15M312K1.68%Q1 2026
11
PARK AVENUE SECURITIES LLC
CIK 0001071640
$13M271K0.10%Q1 2026
12
Werba Rubin Papier Wealth Management
CIK 0001971029
$9M202K1.32%Q1 2026
13
Ferguson Johnson Wealth Management Inc
CIK 0002109387
$9M192K7.28%Q1 2026
14
Mattern Wealth Management LLC
CIK 0001802376
$9M192K1.47%Q2 2026
15
Allworth Financial LP
CIK 0001555170
$8M181K0.03%Q1 2026
16
Strategic Blueprint, LLC
CIK 0001767821
$8M169K0.39%Q2 2026
17
Fort Vancouver Investment Management, LLC
CIK 0002032698
$7M151K3.79%Q4 2025
18
Atria Investments, Inc
CIK 0001535865
$6M139K0.07%Q1 2026
19
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$6M130K0.00%Q1 2026
20
Allodium Investment Consultants, LLC
CIK 0002052983
$5M100K1.97%Q2 2026
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