Who Owns AMERICAN CENTY ETF TR (AVSF)? -- Institutional Holders (2026-06-30)
122 institutions reported holding $544.1M of AMERICAN CENTY ETF TR (AVSF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MASECO LLP ($95.0M), Verus Financial Partners, Inc. ($63.3M), Financial Plan, Inc. ($43.2M), Savant Capital, LLC ($40.7M), Simplicity Wealth,LLC ($34.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MASECO LLP | $95.0M | 2.0M | Added |
| 2 | Verus Financial Partners, Inc. | $63.3M | 1.4M | Added |
| 3 | Financial Plan, Inc. | $43.2M | 926,710 | Added |
| 4 | Savant Capital, LLC | $40.7M | 874,275 | Trimmed |
| 5 | Simplicity Wealth,LLC | $34.5M | 741,461 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $27.4M | 588,196 | Trimmed |
| 7 | Creative Planning | $19.4M | 415,934 | Added |
| 8 | Pacific Life Fund Advisors LLC | $15.6M | 335,004 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $14.1M | 302,623 | Added |
| 10 | Allworth Financial LP | $10.8M | 231,574 | Added |
| 11 | Werba Rubin Papier Wealth Management | $10.3M | 221,889 | Added |
| 12 | Fort Vancouver Investment Management, LLC | $9.7M | 208,610 | Added |
| 13 | Ferguson Johnson Wealth Management Inc | $9.2M | 198,305 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $9.1M | 195,046 | Added |
| 15 | Mattern Wealth Management LLC | $8.9M | 191,929 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $8.6M | 185,248 | Added |
| 17 | Strategic Blueprint, LLC | $7.9M | 168,913 | Added |
| 18 | LPL Financial LLC | $7.5M | 161,983 | Trimmed |
| 19 | AMERICAN CENTURY COMPANIES INC | $6.8M | 146,090 | Added |
| 20 | Allodium Investment Consultants, LLC | $4.6M | 99,663 | Added |
| 21 | McCartney Wealth Management LLC | $4.5M | 97,038 | Added |
| 22 | Corient Private Wealth LLC | $4.3M | 92,805 | Added |
| 23 | MAIMON WEALTH MANAGEMENT LTD. | $4.1M | 88,580 | Added |
| 24 | ENDEAVOR PRIVATE WEALTH, INC. | $4.0M | 86,175 | Added |
| 25 | Plancorp, LLC | $4.0M | 85,675 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30