AVEE — American Centy ETF Tr Institutional Holders · Q2 2026

Name: Who Owns AVEE? 33 Institutions Hold $80.1M (Q2 2026)
Creator: ko.io

Who owns American Centy ETF Tr (AVEE)? 33 institutions reported holding $80.06M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: American Century Companies Inc ($22.2M), Tortoise Investment Management, LLC ($12.8M), Index Fund Advisors, Inc. ($10.8M).

Rank	Institution	Value	Shares	Change
1	AMERICAN CENTURY COMPANIES INC	$22.2M	320,717	Added
2	Tortoise Investment Management, LLC	$12.8M	184,695	Added
3	Index Fund Advisors, Inc.	$10.8M	155,463	Added
4	Cornerstone Wealth Partners, LLC	$8.7M	126,209	Added
5	Timonier Family Office, LTD.	$5.7M	82,404	Added
6	JANE STREET GROUP, LLC	$3.0M	43,555	Trimmed
7	Richard P Slaughter Associates Inc	$2.2M	31,618	New
8	Ariadne Wealth Management, LP	$1.9M	26,831	Added
9	Beacon Pointe Advisors, LLC	$1.5M	20,930	Added
10	VISTA CAPITAL PARTNERS, INC.	$1.4M	19,926	Trimmed
11	ARK & TLK INVESTMENTS, LLC	$1.3M	19,253	Added
12	Cypress Point Wealth Management, LLC	$1.3M	18,648	Added
13	Avior Wealth Management, LLC	$1.1M	15,259	Trimmed
14	Cloud Capital Management, LLC	$817,000	11,791	Added
15	Three Arch Wealth Management LLC	$814,079	11,743	Hold
16	ERn Financial, LLC	$749,191	10,807	Added
17	LAM GROUP, INC.	$682,501	9,845	Added
18	Plancorp, LLC	$542,066	8,065	Added
19	Kane Co Wealth Management, Inc.	$403,621	5,822	Added
20	B&D White Capital Company, LLC	$379,483	5,474	Added
21	CARDIFF PARK ADVISORS, LLC	$361,602	5,216	Added
22	Mills Wealth Advisors LLC	$292,178	4,215	Added
23	OneDigital Investment Advisors LLC	$260,741	3,761	New
24	WorthPointe, LLC	$247,766	3,574	New
25	Corient Private Wealth LLC	$226,201	3,263	Added

Source: SEC Form 13F filings · as of 2026-06-30