DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVLC)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
115
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+26
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Oak Root LLC | $180.7M | 2,008,725 | 19.94% | 11q | -14.6%-$30.8M |
| Hills Bank & Trust Co | $101.3M | 1,125,936 | 4.31% | 3q | -5.3%-$5.7M |
| Beaird Harris Wealth Management, LLC | $75.7M | 841,598 | 4.74% | 9q | +13.0%+$8.7M |
| Pacific Life Fund Advisors LLC | $66.5M | 739,705 | 7.32% | 9q | -7.6%-$5.5M |
| ENVESTNET ASSET MANAGEMENT INC | $63.6M | 706,672 | 0.01% | 8q | +12.3%+$7.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $44.4M | 493,444 | 0.96% | 8q | +11.1%+$4.5M |
| Cypress Point Wealth Management, LLC | $43.4M | 482,866 | 8.84% | 10q | -2.9%-$1.3M |
| PARK AVENUE SECURITIES LLC | $43.2M | 480,400 | 0.27% | 4q | +13.0%+$5.0M |
| Ridgeline Wealth, LLC | $40.5M | 450,687 | 23.72% | 5q | HELD |
| LPL Financial LLC | $38.0M | 422,791 | 0.01% | 10q | -5.3%-$2.1M |
| Global Strategic Investment Solutions, LLC | $37.3M | 414,510 | 3.31% | 5q | +89.5%+$17.6M |
| Simplicity Wealth,LLC | $34.2M | 380,366 | 1.15% | 6q | +2.4%+$804.7K |
| Well Done, LLC | $32.7M | 363,663 | 4.40% | 3q | +7.1%+$2.2M |
| JPMORGAN CHASE & CO | $32.0M | 358,552 | 0.00% | 5q | -0.9%-$288.7K |
| Allworth Financial LP | $29.1M | 323,092 | 0.12% | 4q | +27.7%+$6.3M |
| Networth Advisors, LLC | $23.3M | 259,352 | 13.56% | 3q | +6.9%+$1.5M |
| Vestmark Advisory Solutions, Inc. | $21.9M | 243,516 | 0.21% | 4q | +1157.8%+$20.2M |
| OneDigital Investment Advisors LLC | $20.7M | 229,862 | 0.17% | 5q | +1.6%+$334.0K |
| FAS Wealth Partners, Inc. | $20.6M | 228,649 | 1.07% | 10q | +2.2%+$434.4K |
| AMERICAN CENTURY COMPANIES INC | $19.6M | 218,405 | 0.01% | new | NEW |
| UPTICK PARTNERS, LLC | $19.5M | 216,968 | 3.04% | 3q | +137.6%+$11.3M |
| Financial Insights, Inc. | $18.6M | 206,355 | 4.89% | new | NEW |
| AE Wealth Management LLC | $16.2M | 180,245 | 0.08% | 7q | +19.7%+$2.7M |
| Cresset Asset Management, LLC | $15.7M | 174,005 | 0.06% | 8q | +23.9%+$3.0M |
| Buttonwood Financial Group, LLC | $15.3M | 169,783 | 8.73% | 4q | -3.6%-$567.6K |
| Prosperity Planning, Inc. | $13.6M | 151,352 | 3.12% | 9q | +5.3%+$689.3K |
| ARCADIA INVESTMENT ADVISORS LLC | $13.1M | 145,554 | 5.52% | 9q | +2.3%+$296.2K |
| Strategic Blueprint, LLC | $13.1M | 145,387 | 0.65% | 3q | +2.2%+$277.7K |
| HighTower Advisors, LLC | $12.2M | 135,800 | 0.01% | 6q | HELD |
| Western Reserve Capital Management, LLC | $11.9M | 132,044 | 8.81% | 3q | +0.7%+$77.9K |
| Visionary Wealth Advisors | $11.5M | 128,084 | 0.45% | 8q | +5.6%+$611.8K |
| B&D White Capital Company, LLC | $11.4M | 126,616 | 1.13% | new | NEW |
| Dogwood Wealth Management LLC | $9.8M | 109,391 | 3.88% | 9q | -5.6%-$581.3K |
| Mendota Financial Group, LLC | $9.8M | 108,849 | 6.07% | 5q | +17.5%+$1.5M |
| Herold Advisors, Inc. | $9.8M | 108,644 | 1.93% | 9q | +19.9%+$1.6M |
| Waterfront Wealth Inc. | $9.4M | 104,343 | 1.46% | 10q | +134.2%+$5.4M |
| Haven Private, LLC | $9.3M | 102,825 | 3.52% | 7q | +7.1%+$610.2K |
| MML INVESTORS SERVICES, LLC | $9.1M | 101,271 | 0.02% | 6q | +21.7%+$1.6M |
| TWO SIGMA INVESTMENTS, LP | $8.5M | 94,200 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $8.5M | 94,083 | 0.25% | 6q | +15.3%+$1.1M |
| Canvas Wealth Advisors, LLC | $8.3M | 91,889 | 1.15% | 2q | +5.1%+$400.2K |
| COMMERCE BANK | $8.2M | 91,240 | 0.04% | 2q | +418.3%+$6.6M |
| ShankerValleau Wealth Advisors, Inc. | $8.0M | 88,673 | 2.10% | 5q | -2.3%-$186.2K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $7.6M | 84,292 | 1.45% | 2q | +0.9%+$65.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.4M | 71,391 | 0.01% | 7q | -14.7%-$1.1M |
| Private Wealth Asset Management, LLC | $5.9M | 65,534 | 0.57% | 3q | +17.2%+$870.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 56,028 | 0.01% | 10q | +15.2%+$666.3K |
| BFI Wealth Solutions, LLC | $4.2M | 46,466 | 3.10% | 3q | +129.5%+$2.4M |
| Ameritas Advisory Services, LLC | $4.0M | 44,649 | 0.08% | new | NEW |
| Apella Capital, LLC | $3.9M | 44,087 | 0.06% | new | NEW |
| ENDEAVOR PRIVATE WEALTH, INC. | $3.3M | 37,116 | 0.81% | 3q | +9.9%+$301.1K |
| Plancorp, LLC | $3.2M | 36,272 | 0.08% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 35,175 | 0.00% | 4q | +108.1%+$1.6M |
| Rockefeller Capital Management L.P. | $2.7M | 29,681 | 0.00% | 8q | +1.0%+$26.4K |
| SEEDS INVESTOR LLC | $2.6M | 28,819 | 0.27% | 5q | +24.2%+$505.1K |
| WCG Wealth Advisors LLC | $2.1M | 23,461 | 0.05% | 8q | -23.7%-$655.5K |
| MAI Capital Management | $1.9M | 21,597 | 0.01% | 5q | +36.9%+$523.9K |
| LEGACY FINANCIAL GROUP, INC. | $1.9M | 21,058 | 0.44% | 6q | +35.6%+$497.8K |
| Chicago Partners Investment Group LLC | $1.9M | 21,281 | 0.04% | 11q | +3.6%+$66.4K |
| Kestra Advisory Services, LLC | $1.8M | 20,070 | 0.01% | 3q | +11.1%+$180.2K |
| Fort Vancouver Investment Management, LLC | $1.7M | 18,755 | 0.79% | new | NEW |
| World Investment Advisors | $1.5M | 19,360 | 0.02% | 4q | HELD |
| Armbruster Capital Management, Inc. | $1.5M | 16,200 | 0.22% | 8q | -22.9%-$431.8K |
| Betterment LLC | $1.4M | 15,432 | 0.00% | 2q | +10.4%+$131.1K |
| Corient Private Wealth LP | $1.1M | 12,361 | 0.00% | 9q | +78.8%+$490.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 12,113 | 0.00% | 4q | +55.8%+$390.2K |
| DIXON FNANCIAL SERVICES, INC. | $1.1M | 11,933 | 0.43% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 11,172 | 0.00% | 3q | +100.0%+$503.0K |
| Independent Wealth Network Inc. | $939.5K | 10,444 | 0.24% | new | NEW |
| FSA Advisors, Inc. | $938.3K | 10,430 | 0.43% | new | NEW |
| Team Financial Group, LLC | $931.9K | 10,359 | 0.40% | 2q | +242.7%+$659.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $890.5K | 9,899 | 0.00% | 5q | -17.1%-$183.1K |
| Bison Wealth, LLC | $823.9K | 9,175 | 0.08% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $770.8K | 8,564 | 0.00% | 2q | -0.7%-$5.8K |
| VAQUERO PRIVATE WEALTH, LTD | $752.2K | 8,361 | 0.15% | new | FIRST |
| Lloyd Advisory Services, LLC. | $711.6K | 7,910 | 0.28% | 3q | +650.5%+$616.8K |
| FLOW TRADERS U.S. LLC | $668.0K | 7,431 | 0.03% | new | NEW |
| Clearwater Capital Advisors, LLC | $580.6K | 6,454 | 0.04% | new | NEW |
| MONTAG A & ASSOCIATES INC | $542.5K | 6,030 | 0.02% | 3q | +58.5%+$200.2K |
| Quantinno Capital Management LP | $516.4K | 5,740 | 0.00% | new | NEW |
| Allegiance Financial Group Advisory Services LLC | $501.7K | 5,577 | 0.09% | 5q | HELD |
| Capital Investment Advisors, LLC | $478.3K | 5,317 | 0.01% | new | NEW |
| Diversify Advisory Services, LLC | $472.1K | 5,325 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $472.1K | 5,325 | 0.01% | 2q | +90.2%+$223.9K |
| Compound Planning, Inc. | $453.0K | 5,035 | 0.01% | 4q | +83.2%+$205.7K |
| Farther Finance Advisors, LLC | $441.1K | 4,903 | 0.00% | 8q | -22.7%-$129.6K |
| Evanson Financial, LLC | $417.6K | 4,642 | 0.02% | new | FIRST |
| Pacific Asset Management, LLC | $404.4K | 4,495 | 0.20% | 5q | -3.0%-$12.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $358.0K | 3,982 | 0.01% | 3q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $340.7K | 3,787 | 0.02% | 2q | +15.6%+$46.0K |
| Private Advisor Group, LLC | $334.2K | 3,715 | 0.00% | 2q | +5.7%+$17.9K |
| D. E. Shaw & Co., Inc. | $303.2K | 3,370 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $290.8K | 3,233 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $218.1K | 2,424 | 0.00% | new | NEW |
| BLVD Private Wealth, LLC | $212.6K | 2,363 | 0.16% | new | NEW |
| Platt Wealth Management LLC | $211.0K | 2,355 | 0.17% | new | NEW |
| Acorn Wealth Advisors, LLC | $204.5K | 2,273 | 0.05% | new | NEW |
| Savvy Advisors, Inc. | $204.0K | 2,268 | 0.00% | new | NEW |
| Acropolis Investment Management, LLC | $192.5K | 2,140 | 0.01% | 2q | HELD |
| Burk Holdings LLC | $172.5K | 1,918 | 0.06% | 2q | HELD |
Showing the largest 100 of 115 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 44 | $612.1M | 6,763,774 | 5 | 25 | 6 | 0.0% |
| Q2 2026 | 115 | $1.3B | 14,768,033 | 29 | 54 | 18 | 0.0% |
| Q1 2026 | 89 | $1.0B | 13,154,901 | 14 | 47 | 16 | 0.0% |
| Q4 2025 | 81 | $904.1M | 11,488,710 | 17 | 37 | 12 | 0.0% |
| Q3 2025 | 64 | $799.6M | 10,450,054 | 15 | 32 | 10 | 0.0% |
| Q2 2025 | 55 | $672.0M | 9,458,616 | 16 | 26 | 8 | 0.0% |
| Q1 2025 | 42 | $520.9M | 8,113,695 | 14 | 18 | 6 | 0.0% |
| Q4 2024 | 32 | $437.1M | 6,471,365 | 6 | 16 | 2 | 0.0% |
| Q3 2024 | 28 | $377.7M | 5,720,012 | 11 | 12 | 2 | 0.0% |
| Q2 2024 | 19 | $288.5M | 4,595,661 | 10 | 5 | 2 | 0.0% |
| Q1 2024 | 11 | $212.8M | 3,443,444 | 6 | 4 | 0 | 0.0% |
| Q4 2023 | 7 | $175.9M | 3,161,861 | 6 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $260.3K | 4,879 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $834.6K | 16,330 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $603.6K | 12,026 | 1 | 0 | 0 | 0.0% |