AVLC — American Centy ETF Tr Institutional Holders · Q3 2026
Who owns American Centy ETF Tr (AVLC)? 7 institutions reported holding $238.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Oak Root LLC ($181.3M), Apella Capital, LLC ($20.2M), Prosperity Planning, Inc. ($14.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Oak Root LLC | $181.3M | 2.0M | Hold |
| 2 | Apella Capital, LLC | $20.2M | 220,308 | Added |
| 3 | Prosperity Planning, Inc. | $14.7M | 162,333 | Added |
| 4 | Mendota Financial Group, LLC | $12.3M | 135,835 | Added |
| 5 | CoreCap Advisors, LLC | $9.0M | 99,937 | Added |
| 6 | Farther Finance Advisors, LLC | $401,611 | 4,449 | Trimmed |
| 7 | Acropolis Investment Management, LLC | $193,178 | 2,140 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30