DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVMA)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
25
Reporting holders
$30.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| Cogent Private Wealth, Inc. | $10.6M | 145,179 | 6.61% | 3q | +31.1%+$2.5M |
| Great Point Wealth Advisors, LLC | $6.6M | 90,833 | 1.07% | 9q | HELD |
| LPL Financial LLC | $2.3M | 31,860 | 0.00% | 8q | -11.0%-$287.5K |
| CROSSPOINT FINANCIAL, LLC | $1.3M | 17,200 | 2.87% | 6q | -18.8%-$289.4K |
| Diversify Advisory Services, LLC | $1.2M | 16,395 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 16,395 | 0.02% | 8q | +9.0%+$97.8K |
| Vawter Financial, Ltd. | $1.1M | 15,652 | 0.43% | 11q | +1.5%+$17.3K |
| Integrity Wealth Solutions LLC | $1.1M | 14,988 | 0.40% | 11q | +11.9%+$115.7K |
| OSAIC HOLDINGS, INC. | $1.0M | 13,754 | 0.00% | 10q | +34.9%+$259.2K |
| Versant Capital Management, Inc | $800.5K | 10,983 | 0.07% | 11q | -23.2%-$242.4K |
| Cambridge Investment Research Advisors, Inc. | $540.0K | 7,404 | 0.00% | 4q | +108.7%+$281.2K |
| OceanIQ Capital, LLC | $523.0K | 7,084 | 0.32% | new | FIRST |
| Plancorp, LLC | $286.0K | 3,950 | 0.01% | 11q | +5.3%+$14.5K |
| Arlington Financial Advisors, LLC | $271.8K | 3,729 | 0.03% | 3q | +1.5%+$4.0K |
| marrick wealth, LLC | $249.1K | 3,418 | 0.18% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $245.4K | 3,366 | 0.00% | 3q | -0.6%-$1.6K |
| Werba Rubin Papier Wealth Management | $226.9K | 3,113 | 0.03% | 2q | -6.1%-$14.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $215.1K | 2,951 | 0.00% | new | NEW |
| Integrated Advisors Network LLC | $206.8K | 2,837 | 0.01% | new | NEW |
| Robinswood Financial LLC | $79.3K | 1,087 | 0.02% | 2q | +170.4%+$50.0K |
| Farther Finance Advisors, LLC | $43.7K | 600 | 0.00% | 3q | HELD |
| Mosley Wealth Management | $39.3K | 539 | 0.01% | new | NEW |
| EverSource Wealth Advisors, LLC | $22.3K | 306 | 0.00% | 10q | +0.7% |
| HARBOUR INVESTMENTS, INC. | $3.9K | 54 | 0.00% | new | NEW |
| Atomic Invest LLC | $3.5K | 49 | 0.00% | new | NEW |
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 | 12 | $11.5M | 159,920 | 2 | 6 | 0 | 0.0% |
| Q2 2026 | 25 | $30.1M | 413,726 | 7 | 10 | 5 | 0.0% |
| Q1 2026 | 20 | $23.5M | 349,464 | 3 | 9 | 3 | 0.0% |
| Q4 2025 | 19 | $21.2M | 320,119 | 5 | 7 | 3 | 0.0% |
| Q3 2025 | 17 | $14.3M | 219,904 | 5 | 7 | 2 | 0.0% |
| Q2 2025 | 12 | $5.8M | 93,908 | 1 | 2 | 6 | 0.0% |
| Q1 2025 | 15 | $12.2M | 210,989 | 2 | 6 | 4 | 0.0% |
| Q4 2024 | 14 | $11.6M | 199,869 | 1 | 7 | 3 | 0.0% |
| Q3 2024 | 13 | $11.0M | 184,355 | 3 | 4 | 2 | 0.0% |
| Q2 2024 | 10 | $9.6M | 169,681 | 0 | 7 | 1 | 0.0% |
| Q1 2024 | 11 | $8.7M | 153,053 | 4 | 3 | 1 | 0.0% |
| Q4 2023 | 7 | $1.2M | 22,424 | 4 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $303.6K | 6,080 | 2 | 0 | 0 | 0.0% |