7 institutions reported holding $2.9M of AMERICAN CENTY ETF TR (AVIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Plancorp, LLC ($1.6M), CITADEL ADVISORS LLC ($565,810), Verus Financial Partners, Inc. ($330,638), Rialto Wealth Management, LLC ($204,465), ELEVATE WEALTH ADVISORY, INC ($109,965). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plancorp, LLC | $1.6M | 21,457 | Hold |
| 2 | CITADEL ADVISORS LLC | $565,810 | 7,610 | Trimmed |
| 3 | Verus Financial Partners, Inc. | $330,638 | 4,447 | Hold |
| 4 | Rialto Wealth Management, LLC | $204,465 | 2,750 | New |
| 5 | ELEVATE WEALTH ADVISORY, INC | $109,965 | 1,479 | Hold |
| 6 | UBS Group AG | $35,317 | 475 | Added |
| 7 | LAM GROUP, INC. | $15,242 | 205 | Added |
Source: SEC Form 13F filings · as of 2026-06-30