Who Owns AMERICAN CENTY ETF TR (AVMU)? -- Institutional Holders (2026-06-30)
46 institutions reported holding $99.7M of AMERICAN CENTY ETF TR (AVMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($41.8M), Beaird Harris Wealth Management, LLC ($7.9M), Plancorp, LLC ($6.7M), SAX WEALTH ADVISORS, LLC ($6.2M), COMMONWEALTH EQUITY SERVICES, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.8M | 897,426 | Added |
| 2 | Beaird Harris Wealth Management, LLC | $7.9M | 170,145 | Trimmed |
| 3 | Plancorp, LLC | $6.7M | 144,818 | Hold |
| 4 | SAX WEALTH ADVISORS, LLC | $6.2M | 134,888 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 80,694 | Trimmed |
| 6 | LPL Financial LLC | $3.3M | 71,256 | Added |
| 7 | Savant Capital, LLC | $3.2M | 69,215 | Trimmed |
| 8 | Tortoise Investment Management, LLC | $3.2M | 68,554 | Added |
| 9 | Align Financial, LLC | $2.8M | 60,255 | Added |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $2.5M | 53,579 | New |
| 11 | Visionary Wealth Advisors | $2.4M | 52,348 | Added |
| 12 | EJMK Ventures LLC | $2.2M | 46,877 | Added |
| 13 | Financial Engines Advisors L.L.C. | $2.1M | 44,362 | Trimmed |
| 14 | IHT Wealth Management, LLC | $2.0M | 42,956 | New |
| 15 | L.K. Benson & Company, P.C. | $1.1M | 23,286 | Trimmed |
| 16 | NewEdge Advisors, LLC | $965,094 | 20,717 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $846,975 | 18,181 | Added |
| 18 | Landmark Wealth Management, LLC | $805,575 | 17,293 | Added |
| 19 | Mattern Wealth Management LLC | $625,963 | 13,437 | Hold |
| 20 | Crews Bank & Trust | $622,795 | 13,369 | Hold |
| 21 | FIDUCIARY FINANCIAL ADVISORS | $617,018 | 13,246 | Added |
| 22 | Financial Plan, Inc. | $546,442 | 11,730 | Added |
| 23 | Mutual Advisors, LLC | $449,173 | 9,642 | Hold |
| 24 | HRT FINANCIAL LP | $411,000 | 8,844 | New |
| 25 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $363,456 | 7,802 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30