DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
AVXC

AMERICAN CENTY ETF TR

64 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 02507A101·64 13F holders·last filed Mar 31, 2026
Market cap
9.0%
vs prior quarter
13F value held
$237M
58.0% inst. owned
of float
Holders
64
-75 QoQ
filers reporting
Activity
+84 / −38
+811 added · −710 reduced
this quarter
Concentration
38.31%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported AVXC in Q1 2026. AE Wealth Management LLC leads at 38.3% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$91M1.3M0.49%Q1 2026
02
Clearwater Capital Advisors, LLC
CIK 0001690531
$31M465K2.54%Q1 2026
03
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$23M346K0.03%Q1 2026
04
Vestment Financial LLC
CIK 0002056705
$17M222K7.92%Q1 2026
05
Trajan Wealth LLC
CIK 0001934415
$14M206K0.56%Q1 2026
06
Pacific Sage Partners, LLC
CIK 0001936845
$10M147K1.57%Q1 2026
07
Wealthcare Advisory Partners LLC
CIK 0001683059
$9M134K0.18%Q1 2026
08
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$5M75K1.83%Q1 2026
09
Avior Wealth Management, LLC
CIK 0001599868
$5M70K0.13%Q1 2026
10
Mach-1 Financial Group, LLC
CIK 0001843358
$4M63K1.50%Q1 2026
11
Ridgeline Wealth, LLC
CIK 0001934226
$4M58K2.83%Q1 2026
12
LPL Financial LLC
CIK 0001403438
$3M50K0.00%Q1 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$3M46K0.00%Q4 2025
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M42K0.00%Q1 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$3M42K0.00%Q1 2026
16
PCG Wealth Advisors, LLC
CIK 0001905393
$3M38K0.66%Q1 2026
17
Networth Advisors, LLC
CIK 0002099019
$2M35K1.67%Q1 2026
18
Providence Financial Advisors, LLC
CIK 0002072264
$2M33K1.26%Q1 2026
19
Madrid Wealth Management, LLC
CIK 0002106678
$2M31K1.61%Q1 2026
20
Fortitude Family Office, LLC
CIK 0001950506
$2M31K0.46%Q1 2026
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