AVEM — American Centy ETF Tr Institutional Holders · Q3 2026

Name: Who Owns AVEM? 58 Institutions Hold $738M (Q3 2026)
Creator: ko.io

Who owns American Centy ETF Tr (AVEM)? 58 institutions reported holding $738.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($109.1M), Oak Root LLC ($101.1M), Gradient Investments LLC ($97.7M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$109.1M	1.1M	Added
2	Oak Root LLC	$101.1M	1.1M	Hold
3	Gradient Investments LLC	$97.7M	1.0M	Added
4	Farther Finance Advisors, LLC	$79.9M	850,340	Added
5	ATWOOD & PALMER INC	$64.2M	683,140	Added
6	Versant Capital Management, Inc	$34.9M	371,309	Trimmed
7	MassMutual Private Wealth & Trust, FSB	$25.0M	265,615	Added
8	Sunburst Financial Group, LLC	$23.6M	250,839	Trimmed
9	Cooper Financial Group	$22.6M	240,721	Added
10	MFA WEALTH ADVISORS, LLC	$19.0M	201,564	Added
11	Prosperity Planning, Inc.	$13.7M	145,726	Added
12	BOYUM WEALTH ARCHITECTS LLC	$13.0M	136,029	Added
13	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$11.6M	122,988	New
14	ELEVATION WEALTH PARTNERS, LLC	$10.3M	109,456	Added
15	COLLECTIVE FAMILY OFFICE LLC	$9.4M	100,010	Trimmed
16	ACIMA PRIVATE WEALTH, LLC	$9.3M	98,961	Added
17	RIVERSEDGE ADVISORS, LLC	$7.4M	78,803	Trimmed
18	Grove Bank & Trust	$7.4M	78,367	Added
19	Invariant Investment Management	$7.2M	75,916	Added
20	Wedmont Private Capital	$6.8M	72,515	Added
21	Breakwater Capital Group	$6.5M	69,083	Added
22	Financial Symmetry Inc	$6.5M	68,897	Added
23	CoreCap Advisors, LLC	$6.1M	65,138	Added
24	CLUNE & ASSOCIATES, LTD.	$5.7M	60,430	Added
25	TITLEIST ASSET MANAGEMENT, LLC	$5.5M	58,524	New

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