13F Insight
DOSSIER · 13F Holders · Q2 2026
AVTM

AMERICAN CENTY ETF TR

25 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02507A606·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$416M
visible holders
Holders
25
filers reporting
Concentration
20.45%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported AVTM in Q2 2026. Cresset Asset Management, LLC leads at 20.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cresset Asset Management, LLC
CIK 0001761013
$85M1.6M0.31%Q2 202602
Torren Management, LLC
CIK 0002096203
$68M1.2M34.33%Q2 202603
Fortitude Family Office, LLC
CIK 0001950506
$39M710K7.50%Q2 202604
MAI Capital Management
CIK 0001040197
$34M624K0.13%Q2 202605
Global Strategic Investment Solutions, LLC
CIK 0001760076
$27M501K2.42%Q2 202606
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$26M485K2.64%Q2 202607
Tarbox Family Office, Inc.
CIK 0001599603
$22M396K3.08%Q2 202608
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$20M371K1.68%Q2 202609
Sanctuary Advisors, LLC
CIK 0001777271
$15M282K0.07%Q2 202610
SJS Investment Consulting Inc.
CIK 0001894302
$11M205K1.22%Q2 202611
Bridgewater Advisors Inc.
CIK 0001600319
$11M193K0.57%Q2 202612
Mason Investment Advisory Services, Inc.
CIK 0001635007
$10M192K0.40%Q2 202613
ANDERSON HOAGLAND & CO
CIK 0000791191
$9M163K0.69%Q2 202614
Ridgeline Wealth, LLC
CIK 0001934226
$7M128K4.08%Q2 202615
Tortoise Investment Management, LLC
CIK 0001599511
$7M123K0.50%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$6M119K0.01%Q2 202617
RVW Wealth, LLC
CIK 0001756543
$6M111K0.40%Q2 202618
IEQ CAPITAL, LLC
CIK 0001779789
$6M111K0.03%Q2 202619
Foster Group, Inc.
CIK 0001841544
$5M101K0.15%Q2 202620
BCR Wealth Strategies, LLC
CIK 0001908380
$1M27K0.40%Q1 2026
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