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

AMERICAN CENTY ETF TR

20 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 02507A606·20 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$369M
visible holders
Holders
20
filers reporting
Concentration
19.90%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported AVTM in Q1 2026. Cresset Asset Management, LLC leads at 19.9% 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
$73M1.6M0.32%Q1 202602
Torren Management, LLC
CIK 0002096203
$68M1.2M34.33%Q2 202603
Fortitude Family Office, LLC
CIK 0001950506
$39M710K7.50%Q2 202604
EVOKE WEALTH, LLC
CIK 0001793432
$29M624K0.53%Q1 202605
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$26M485K2.64%Q2 202606
Global Strategic Investment Solutions, LLC
CIK 0001760076
$24M501K2.30%Q1 202607
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$20M371K1.68%Q2 202608
Sanctuary Advisors, LLC
CIK 0001777271
$13M282K0.07%Q1 202609
SJS Investment Consulting Inc.
CIK 0001894302
$11M205K1.22%Q2 202610
Bridgewater Advisors Inc.
CIK 0001600319
$10M193K0.61%Q1 202611
Mason Investment Advisory Services, Inc.
CIK 0001635007
$10M205K0.44%Q1 202612
ANDERSON HOAGLAND & CO
CIK 0000791191
$9M163K0.69%Q2 202613
Ridgeline Wealth, LLC
CIK 0001934226
$7M128K4.08%Q2 202614
RVW Wealth, LLC
CIK 0001756543
$6M111K0.40%Q2 202615
Tortoise Investment Management, LLC
CIK 0001599511
$6M125K0.49%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$6M119K0.01%Q1 202617
Foster Group, Inc.
CIK 0001841544
$5M101K0.15%Q2 202618
IEQ CAPITAL, LLC
CIK 0001779789
$5M111K0.02%Q1 202619
BCR Wealth Strategies, LLC
CIK 0001908380
$1M27K0.40%Q1 202620
Plancorp, LLC
CIK 0001599579
$483K9K0.01%Q2 2026