DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVMV)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
91
Reporting holders
$556.9M
Reported value
0.0%
Calls
0.0%
Puts
+13
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 |
|---|---|---|---|---|---|
| Evensky & Katz LLC | $60.7M | 753,800 | 3.14% | 7q | +2.3%+$1.4M |
| ENZI WEALTH | $57.7M | 715,903 | 18.26% | 9q | +5.7%+$3.1M |
| AMERICAN CENTURY COMPANIES INC | $44.0M | 545,799 | 0.02% | 11q | +24.1%+$8.5M |
| ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486,208 | 4.46% | 8q | +19.2%+$6.3M |
| Moisand Fitzgerald Tamayo, LLC | $36.5M | 453,485 | 3.57% | 8q | +2.0%+$705.1K |
| Three Arch Wealth Management LLC | $32.3M | 401,168 | 4.96% | 3q | +4.6%+$1.4M |
| Falcon Wealth Planning | $26.3M | 326,922 | 1.66% | 2q | +2.7%+$689.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.8M | 295,809 | 0.01% | 4q | +28.2%+$5.2M |
| LPL Financial LLC | $18.2M | 225,531 | 0.00% | 7q | +89.7%+$8.6M |
| COMMERCE BANK | $16.3M | 201,998 | 0.07% | 2q | +63.4%+$6.3M |
| FINANCIAL MANAGEMENT NETWORK INC | $15.3M | 188,845 | 2.19% | 9q | +28.1%+$3.3M |
| Family Investment Center, Inc. | $13.9M | 172,975 | 2.31% | 2q | +7.5%+$971.1K |
| Prosperity Planning, Inc. | $12.7M | 157,113 | 2.90% | 9q | +7.8%+$917.7K |
| MORGAN STANLEY | $11.1M | 137,447 | 0.00% | 3q | +624659.1%+$11.1M |
| WMG Financial Advisors, LLC | $11.0M | 136,540 | 4.14% | 11q | -1.4%-$157.0K |
| IHT Wealth Management, LLC | $9.7M | 119,943 | 0.21% | 2q | +0.6%+$60.1K |
| PNC Financial Services Group, Inc. | $9.0M | 112,158 | 0.00% | 6q | +56.5%+$3.3M |
| Corient Private Wealth LP | $8.9M | 110,524 | 0.01% | 5q | +80.0%+$4.0M |
| Rialto Wealth Management, LLC | $8.3M | 103,572 | 1.65% | 7q | +5.0%+$396.1K |
| Quadcap Wealth Management, LLC | $8.1M | 100,661 | 0.79% | 6q | +2.0%+$161.7K |
| B&D White Capital Company, LLC | $7.8M | 96,924 | 0.78% | 3q | -12.3%-$1.1M |
| Team Financial Group, LLC | $7.8M | 96,363 | 3.29% | 8q | +5.2%+$385.7K |
| Maridea Wealth Management LLC | $6.7M | 83,666 | 0.73% | 4q | +3.1%+$205.1K |
| Allegheny Financial Group | $6.5M | 80,919 | 0.69% | 2q | +407.7%+$5.2M |
| Farther Finance Advisors, LLC | $5.1M | 63,245 | 0.04% | 8q | +14.8%+$658.1K |
| Triangle Securities Wealth Management | $4.9M | 60,283 | 0.96% | 6q | +27.6%+$1.0M |
| Glenview Trust Co | $4.0M | 49,076 | 0.05% | new | NEW |
| Henderson Brothers Financial Partners, LLC | $3.6M | 45,038 | 1.72% | 2q | -49.6%-$3.6M |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 41,151 | 0.00% | 6q | +31.7%+$797.2K |
| Premier Path Wealth Partners, LLC | $3.0M | 37,033 | 0.34% | 10q | +16.6%+$424.7K |
| PEAPACK GLADSTONE FINANCIAL CORP | $2.9M | 36,435 | 0.03% | 5q | +25.0%+$587.0K |
| FIRST NATIONAL BANK SIOUX FALLS | $2.8M | 36,723 | 0.77% | 6q | HELD |
| Chicago Partners Investment Group LLC | $2.4M | 30,248 | 0.05% | 10q | +3.7%+$86.2K |
| Haven Private, LLC | $2.1M | 26,120 | 0.80% | 7q | +16.0%+$290.8K |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 22,400 | 0.00% | new | NEW |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.7M | 21,185 | 0.11% | 2q | +57.1%+$620.2K |
| OSAIC HOLDINGS, INC. | $1.5M | 18,255 | 0.00% | 7q | +12.4%+$162.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.4M | 17,725 | 0.01% | 7q | +814.1%+$1.3M |
| WORLD EQUITY GROUP, INC. | $1.4M | 17,278 | 0.31% | new | NEW |
| Atria Investments, Inc | $1.4M | 17,288 | 0.01% | new | NEW |
| Herold Advisors, Inc. | $1.4M | 17,046 | 0.27% | 9q | +16.9%+$198.4K |
| Nvest Wealth Strategies, Inc. | $1.2M | 15,178 | 0.76% | 3q | +2.1%+$25.5K |
| Networth Advisors, LLC | $1.1M | 14,105 | 0.66% | new | NEW |
| Kestra Advisory Services, LLC | $1.0M | 12,896 | 0.00% | 7q | +10.2%+$96.1K |
| Legacy Capital Wealth Partners, LLC | $964.2K | 11,972 | 0.18% | 6q | HELD |
| Capital Analysts, LLC | $915.0K | 11,356 | 0.02% | 3q | HELD |
| Global Retirement Partners, LLC | $859.8K | 10,677 | 0.01% | 4q | +78.6%+$378.5K |
| SEEDS INVESTOR LLC | $803.7K | 9,980 | 0.08% | 5q | +39.3%+$226.8K |
| Wedmont Private Capital | $775.9K | 9,630 | 0.02% | 6q | +4.5%+$33.4K |
| Diversify Advisory Services, LLC | $767.3K | 9,431 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $767.3K | 9,431 | 0.01% | 2q | +17.6%+$114.8K |
| GOLDMAN SACHS GROUP INC | $744.4K | 9,243 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $733.0K | 9,102 | 0.00% | 3q | +7.0%+$47.8K |
| Cambridge Investment Research Advisors, Inc. | $640.0K | 7,936 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $623.8K | 7,746 | 0.00% | new | NEW |
| PACES FERRY WEALTH ADVISORS, LLC | $557.4K | 6,921 | 0.21% | 3q | HELD |
| GUYASUTA INVESTMENT ADVISORS INC | $554.6K | 6,886 | 0.03% | 2q | HELD |
| ProCore Advisors, LLC | $549.3K | 6,821 | 0.68% | 3q | +8.9%+$45.1K |
| Plancorp, LLC | $543.0K | 6,730 | 0.01% | 8q | HELD |
| Signature Resources Capital Management, LLC | $532.6K | 6,613 | 0.21% | 7q | +6.5%+$32.5K |
| Equitable Holdings, Inc. | $516.0K | 6,408 | 0.00% | 3q | +12.4%+$57.0K |
| Savant Capital, LLC | $512.1K | 6,359 | 0.00% | 4q | HELD |
| MAI Capital Management | $484.3K | 6,013 | 0.00% | 3q | +523.8%+$406.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $455.1K | 5,651 | 0.03% | 3q | +105.4%+$233.6K |
| Gladstone Institutional Advisory LLC | $417.6K | 5,185 | 0.01% | 3q | -0.5%-$2.2K |
| LexAurum Advisors, LLC | $401.9K | 4,991 | 0.05% | 9q | HELD |
| NWAM LLC | $363.7K | 4,516 | 0.02% | new | NEW |
| Stegent Equity Advisors, Inc. | $339.9K | 4,220 | 0.24% | 5q | -0.8%-$2.9K |
| Private Advisor Group, LLC | $307.1K | 3,813 | 0.00% | 4q | -18.4%-$69.0K |
| J. M. Brown & Associates Inc. | $299.8K | 3,723 | 0.17% | new | FIRST |
| Paragon Advisors, LLC | $299.3K | 3,716 | 0.06% | 5q | HELD |
| Bedel Financial Consulting, Inc. | $282.8K | 3,512 | 0.03% | new | NEW |
| PFG Advisors | $273.2K | 3,392 | 0.01% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $234.0K | 2,904 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $227.1K | 2,820 | 0.00% | new | NEW |
| FAS Wealth Partners, Inc. | $64.7K | 803 | 0.00% | 9q | HELD |
| PRIVATE TRUST CO NA | $60.4K | 750 | 0.00% | 5q | HELD |
| Rossby Financial, LCC | $51.7K | 642 | 0.01% | 4q | +11.8%+$5.5K |
| Rockefeller Capital Management L.P. | $51.3K | 637 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $49.9K | 619 | 0.00% | 9q | HELD |
| Medallion Wealth Advisors, LLC | $42.6K | 529 | 0.01% | 5q | HELD |
| KELLEHER FINANCIAL ADVISORS | $33.6K | 417 | 0.00% | new | NEW |
| CX Institutional | $33.0K | 408 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $23.8K | 296 | 0.00% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $12.9K | 160 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $12.0K | 147 | 0.00% | 2q | +22.5%+$2.2K |
| Acumen Wealth Advisors, LLC | $8.1K | 100 | 0.00% | new | NEW |
| Allworth Financial LP | $4.0K | 50 | 0.00% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.4K | 30 | 0.00% | 4q | HELD |
| Lodestone Wealth Management LLC | $813 | 10 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $805 | 10 | 0.00% | 2q | -41.2% |
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 | 41 | $350.5M | 4,559,830 | 5 | 22 | 8 | 0.0% |
| Q2 2026 | 91 | $556.9M | 6,916,287 | 17 | 47 | 7 | 0.0% |
| Q1 2026 | 78 | $433.0M | 5,829,113 | 16 | 37 | 8 | 0.0% |
| Q4 2025 | 67 | $321.2M | 4,478,546 | 16 | 27 | 10 | 0.0% |
| Q3 2025 | 54 | $216.8M | 3,150,268 | 10 | 28 | 8 | 0.0% |
| Q2 2025 | 46 | $162.6M | 2,479,159 | 11 | 26 | 5 | 0.0% |
| Q1 2025 | 43 | $114.7M | 1,883,781 | 16 | 20 | 1 | 0.0% |
| Q4 2024 | 27 | $84.6M | 1,286,791 | 7 | 11 | 3 | 0.0% |
| Q3 2024 | 20 | $67.0M | 1,039,194 | 7 | 7 | 2 | 0.0% |
| Q2 2024 | 14 | $22.9M | 383,191 | 8 | 6 | 0 | 0.0% |
| Q1 2024 | 6 | $15.4M | 247,323 | 4 | 2 | 0 | 0.0% |
| Q4 2023 | 2 | $9.4M | 168,771 | 2 | 0 | 0 | 0.0% |