Who Owns AMERICAN CENTY ETF TR (AVSE)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $134.6M of AMERICAN CENTY ETF TR (AVSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MASECO LLP ($35.7M), Focus Partners Wealth ($12.3M), Orgel Wealth Management, LLC ($10.5M), Riverwater Partners LLC ($9.8M), HighTower Advisors, LLC ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MASECO LLP | $35.7M | 436,282 | Added |
| 2 | Focus Partners Wealth | $12.3M | 150,692 | Trimmed |
| 3 | Orgel Wealth Management, LLC | $10.5M | 127,788 | New |
| 4 | Riverwater Partners LLC | $9.8M | 120,275 | Trimmed |
| 5 | HighTower Advisors, LLC | $5.6M | 67,902 | Added |
| 6 | EP Wealth Advisors, LLC | $4.8M | 58,878 | Added |
| 7 | OLD MISSION CAPITAL LLC | $3.9M | 47,772 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 45,913 | Added |
| 9 | Corient Private Wealth LLC | $3.4M | 41,581 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $3.3M | 40,679 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 40,623 | New |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 39,004 | Added |
| 13 | Highland Financial Advisors, LLC | $2.5M | 30,967 | Added |
| 14 | JANE STREET GROUP, LLC | $2.3M | 27,718 | New |
| 15 | FIDUCIARY FINANCIAL ADVISORS | $1.8M | 22,581 | New |
| 16 | Freedom Day Solutions, LLC | $1.8M | 21,669 | New |
| 17 | Accurate Wealth Management, LLC | $1.7M | 21,222 | Added |
| 18 | LPL Financial LLC | $1.6M | 20,117 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.6M | 19,697 | Trimmed |
| 20 | Trailhead Planners LLC | $1.5M | 18,939 | Trimmed |
| 21 | Mason & Associates Inc | $1.4M | 16,854 | Added |
| 22 | Savant Capital, LLC | $1.1M | 13,892 | Added |
| 23 | Burton Enright Welch | $927,617 | 11,335 | Trimmed |
| 24 | Apollon Wealth Management, LLC | $820,811 | 10,030 | Added |
| 25 | Greenspring Advisors, LLC | $749,305 | 9,156 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30