13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
AVTM

AMERICAN CENTY ETF TR

16 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 02507A606·16 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$308M
68.0% inst. owned
of float
Holders
16
-106 QoQ
filers reporting
Activity
+8 / −78
+881 added · −757 reduced
this quarter
Concentration
23.87%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported AVTM in Q1 2026. Cresset Asset Management, LLC leads at 23.9% of the visible book. -106 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Cresset Asset Management, LLC
CIK 0001761013
$73M1.6M0.32%Q1 202602
Torren Management, LLC
CIK 0002096203
$58M1.2M29.03%Q1 202603
Fortitude Family Office, LLC
CIK 0001950506
$33M710K7.46%Q1 202604
EVOKE WEALTH, LLC
CIK 0001793432
$29M624K0.53%Q1 202605
Global Strategic Investment Solutions, LLC
CIK 0001760076
$24M501K2.30%Q1 202606
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$17M371K1.75%Q1 202607
Sanctuary Advisors, LLC
CIK 0001777271
$13M282K0.07%Q1 202608
Bridgewater Advisors Inc.
CIK 0001600319
$10M193K0.61%Q1 202609
SJS Investment Consulting Inc.
CIK 0001894302
$10M205K1.18%Q1 202610
Mason Investment Advisory Services, Inc.
CIK 0001635007
$10M205K0.44%Q1 202611
ANDERSON HOAGLAND & CO
CIK 0000791191
$8M163K0.66%Q1 202612
Tortoise Investment Management, LLC
CIK 0001599511
$6M125K0.49%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$6M119K0.01%Q1 202614
RVW Wealth, LLC
CIK 0001756543
$5M111K0.41%Q1 202615
IEQ CAPITAL, LLC
CIK 0001779789
$5M111K0.02%Q1 202616
BCR Wealth Strategies, LLC
CIK 0001908380
$1,26827K0.40%Q1 2026