AVDV — American Centy ETF Tr Institutional Holders · Q3 2026

Name: Who Owns AVDV? 41 Institutions Hold $383M (Q3 2026)
Creator: ko.io

Who owns American Centy ETF Tr (AVDV)? 41 institutions reported holding $382.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($61.5M), Marquette Asset Management, LLC ($36.0M), Emprise Bank ($32.7M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$61.5M	569,360	Added
2	Marquette Asset Management, LLC	$36.0M	329,101	Trimmed
3	Emprise Bank	$32.7M	298,753	Added
4	ATWOOD & PALMER INC	$31.2M	285,145	Added
5	FINANCIAL MANAGEMENT NETWORK INC	$27.0M	247,281	Added
6	Prosperity Planning, Inc.	$21.1M	192,661	Added
7	Invariant Investment Management	$17.1M	156,295	Added
8	Friday Financial	$16.8M	155,085	Added
9	Farther Finance Advisors, LLC	$16.5M	150,923	Added
10	COLLECTIVE FAMILY OFFICE LLC	$14.4M	131,465	Trimmed
11	Wedmont Private Capital	$14.2M	131,877	Added
12	CogentBlue Wealth Advisors, LLC	$13.9M	127,268	Trimmed
13	Apeiron RIA LLC	$13.3M	122,734	Added
14	CONFLUENCE INVESTMENT MANAGEMENT LLC	$13.1M	119,821	Trimmed
15	CLUNE & ASSOCIATES, LTD.	$10.9M	99,938	Added
16	Cadent Capital Advisors, LLC	$9.7M	89,050	New
17	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$6.3M	57,938	Added
18	Versant Capital Management, Inc	$5.7M	51,828	Added
19	Green Ridge Wealth Planning LLC	$4.0M	36,195	Added
20	BAKER TILLY WEALTH MANAGEMENT, LLC	$3.5M	31,715	Trimmed
21	CoreCap Advisors, LLC	$2.4M	21,967	Trimmed
22	Avidian Wealth Enterprises, LLC	$2.4M	21,668	Added
23	Breakwater Capital Group	$2.2M	19,914	Added
24	Hardin Capital Partners, LLC	$1.5M	13,622	Added
25	Exchange Bank	$1.0M	9,239	Added

Source: SEC Form 13F filings · as of 2026-09-30