DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVMC)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
79
Reporting holders
$337.2M
Reported value
0.0%
Calls
0.0%
Puts
+15
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 |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | $35.4M | 441,006 | 5.24% | 5q | +5.1%+$1.7M |
| HighTower Advisors, LLC | $33.0M | 410,979 | 0.03% | 3q | +242.9%+$23.4M |
| Berger Financial Group, Inc | $21.6M | 269,524 | 1.10% | 8q | +10.4%+$2.0M |
| LPL Financial LLC | $19.9M | 248,067 | 0.00% | 8q | +103.2%+$10.1M |
| Tarbox Family Office, Inc. | $19.3M | 240,067 | 2.76% | 2q | +49.4%+$6.4M |
| Wealth Management Partners, LLC | $17.5M | 218,287 | 4.12% | 5q | +0.5%+$90.7K |
| Networth Advisors, LLC | $15.2M | 189,314 | 8.83% | 3q | +6.2%+$885.1K |
| AMERICAN CENTURY COMPANIES INC | $15.1M | 187,798 | 0.01% | 11q | +17.7%+$2.3M |
| CGN Advisors LLC | $14.5M | 180,847 | 1.06% | 9q | +9.3%+$1.2M |
| Envision Financial Planning, LLC | $11.5M | 143,101 | 3.74% | 8q | +1.2%+$131.9K |
| AE Wealth Management LLC | $11.3M | 141,166 | 0.05% | 7q | +24.8%+$2.3M |
| MORGAN STANLEY | $10.2M | 126,988 | 0.00% | 2q | +11902.6%+$10.1M |
| Tiller Private Wealth, Inc. | $9.0M | 111,704 | 2.81% | 3q | +5.8%+$495.2K |
| Bleakley Financial Group, LLC | $8.1M | 101,456 | 0.10% | 2q | +339.2%+$6.3M |
| Independent Advisor Alliance | $8.1M | 101,205 | 0.19% | 2q | -12.6%-$1.2M |
| Corient Private Wealth LP | $7.2M | 89,404 | 0.01% | new | NEW |
| Mendota Financial Group, LLC | $7.1M | 88,914 | 4.42% | 6q | +29.8%+$1.6M |
| Chicago Partners Investment Group LLC | $5.4M | 68,484 | 0.11% | 11q | +1.2%+$66.6K |
| Kestra Advisory Services, LLC | $4.1M | 51,660 | 0.01% | 6q | -1.0%-$40.2K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 50,481 | 0.00% | 2q | +4.4%+$170.8K |
| &PARTNERS | $4.0M | 49,946 | 0.02% | 2q | +3.7%+$145.4K |
| LexAurum Advisors, LLC | $3.8M | 47,944 | 0.44% | 10q | +10.4%+$362.1K |
| COMMERCE BANK | $3.4M | 42,311 | 0.01% | 2q | +140.8%+$2.0M |
| CFS Investment Advisory Services, LLC | $3.1M | 38,813 | 0.21% | 5q | +2.8%+$85.6K |
| Glenview Trust Co | $3.1M | 38,225 | 0.04% | new | NEW |
| HB Wealth Management, LLC | $2.6M | 32,728 | 0.01% | 6q | -4.0%-$108.2K |
| Balance Wealth Partners LLC | $2.6M | 32,120 | 0.69% | 2q | +64.6%+$1.0M |
| Quad-Cities Investment Group, LLC | $2.3M | 28,370 | 0.82% | 6q | +15.6%+$307.6K |
| Gradient Capital Advisors, LLC | $2.2M | 27,007 | 0.50% | 7q | +18.6%+$339.5K |
| Summit Financial, LLC | $2.1M | 26,153 | 0.02% | 4q | +3.0%+$62.1K |
| ENDEAVOR PRIVATE WEALTH, INC. | $2.1M | 25,743 | 0.50% | 7q | +1.3%+$25.7K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.9M | 24,203 | 0.13% | 3q | +551.5%+$1.6M |
| Plancorp, LLC | $1.4M | 18,101 | 0.04% | 10q | +10.6%+$137.3K |
| Jacobi Capital Management LLC | $1.4M | 17,115 | 0.07% | 6q | +4.3%+$57.0K |
| WMG Financial Advisors, LLC | $1.3M | 16,300 | 0.49% | 8q | HELD |
| SRH ADVISORS, LLC | $1.3M | 15,798 | 0.32% | 3q | +5.2%+$62.3K |
| Canvas Wealth Advisors, LLC | $1.3M | 15,585 | 0.17% | 2q | +98.8%+$621.6K |
| Farther Finance Advisors, LLC | $1.2M | 14,634 | 0.01% | 8q | -1.9%-$22.5K |
| Team Financial Group, LLC | $1.2M | 14,516 | 0.49% | 4q | +230.1%+$811.9K |
| FIDUCIARY FINANCIAL ADVISORS | $1.1M | 13,807 | 0.11% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 13,000 | 0.00% | new | NEW |
| HTG Investment Advisors, Inc. | $1.0M | 12,707 | 0.26% | 4q | +29.4%+$231.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 12,494 | 0.00% | 3q | +22.4%+$183.7K |
| GOLDMAN SACHS GROUP INC | $974.7K | 12,146 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $917.8K | 11,437 | 0.00% | 7q | HELD |
| BENJAMIN EDWARDS INC | $886.7K | 11,050 | 0.01% | new | NEW |
| Madrid Wealth Management, LLC | $847.5K | 10,561 | 0.56% | 3q | -26.9%-$312.5K |
| GEN Financial Management, INC. | $833.2K | 10,382 | 0.50% | 3q | +0.7%+$6.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $768.6K | 9,578 | 0.00% | 6q | +8.3%+$58.7K |
| FSA Advisors, Inc. | $724.9K | 9,033 | 0.33% | new | NEW |
| Ameritas Advisory Services, LLC | $721.4K | 8,989 | 0.01% | new | NEW |
| StrongBox Wealth, LLC | $695.7K | 8,669 | 0.20% | 2q | HELD |
| Quantinno Capital Management LP | $681.3K | 8,490 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $658.2K | 8,202 | 0.00% | 3q | +33.1%+$163.8K |
| B&D White Capital Company, LLC | $493.9K | 6,155 | 0.05% | 3q | -28.3%-$195.2K |
| Lloyd Advisory Services, LLC. | $477.6K | 5,951 | 0.19% | 3q | +580.9%+$407.5K |
| Eldridge Investment Advisors, Inc. | $458.3K | 5,711 | 0.09% | 6q | -12.6%-$66.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $359.2K | 4,476 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $358.8K | 4,471 | 0.00% | 6q | +45.9%+$112.8K |
| JANE STREET GROUP, LLC | $337.8K | 4,209 | 0.00% | 2q | -52.2%-$368.3K |
| Bedel Financial Consulting, Inc. | $313.7K | 3,909 | 0.03% | new | NEW |
| Avondale Wealth Management | $301.3K | 3,754 | 0.12% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $273.2K | 3,404 | 0.00% | 2q | -7.9%-$23.4K |
| Merit Financial Group, LLC | $245.1K | 3,054 | 0.00% | 2q | +1.4%+$3.5K |
| Narus Financial Partners, LLC | $221.0K | 2,754 | 0.06% | new | NEW |
| Legacy Capital Wealth Partners, LLC | $209.5K | 2,610 | 0.04% | new | NEW |
| ATWOOD & PALMER INC | $139.9K | 1,743 | 0.01% | 9q | HELD |
| Trust Co | $116.0K | 1,445 | 0.01% | 3q | +14.3%+$14.5K |
| Kingdom Financial Group LLC. | $70.3K | 876 | 0.02% | 3q | HELD |
| IFP Advisors, Inc | $39.5K | 492 | 0.00% | 9q | HELD |
| IAG Wealth Partners, LLC | $32.2K | 401 | 0.00% | 6q | +3.6%+$1.1K |
| HARBOR INVESTMENT ADVISORY, LLC | $22.5K | 280 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $17.3K | 215 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $15.2K | 190 | 0.00% | 4q | +150.0%+$9.1K |
| Rialto Wealth Management, LLC | $14.4K | 179 | 0.00% | 4q | HELD |
| N.E.W. Advisory Services LLC | $13.7K | 171 | 0.00% | new | NEW |
| MCF Advisors LLC | $12.9K | 161 | 0.00% | 3q | HELD |
| Quest 10 Wealth Builders, Inc. | $9.1K | 113 | 0.01% | new | NEW |
| ASSETMARK, INC | $5.0K | 62 | 0.00% | 5q | HELD |
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 | 30 | $134.8M | 1,764,619 | 4 | 14 | 6 | 0.0% |
| Q2 2026 | 79 | $337.2M | 4,203,395 | 17 | 43 | 9 | 0.0% |
| Q1 2026 | 64 | $275.8M | 3,813,832 | 15 | 32 | 12 | 0.0% |
| Q4 2025 | 52 | $214.2M | 3,028,947 | 14 | 22 | 7 | 0.0% |
| Q3 2025 | 41 | $167.0M | 2,400,215 | 6 | 22 | 7 | 0.0% |
| Q2 2025 | 42 | $140.8M | 2,125,126 | 11 | 21 | 6 | 0.0% |
| Q1 2025 | 33 | $139.0M | 2,243,263 | 13 | 14 | 2 | 0.0% |
| Q4 2024 | 27 | $115.5M | 1,776,131 | 8 | 11 | 2 | 0.0% |
| Q3 2024 | 21 | $100.9M | 1,569,870 | 7 | 10 | 1 | 0.0% |
| Q2 2024 | 15 | $49.2M | 828,545 | 9 | 6 | 0 | 0.0% |
| Q1 2024 | 6 | $7.7M | 123,825 | 2 | 4 | 0 | 0.0% |
| Q4 2023 | 4 | $4.2M | 75,459 | 4 | 0 | 0 | 0.0% |