Who Owns AMERICAN CENTY ETF TR (AVTM)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $417.9M of AMERICAN CENTY ETF TR (AVTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($85.1M), Torren Management, LLC ($67.5M), Fortitude Family Office, LLC ($38.7M), MAI Capital Management ($34.0M), Global Strategic Investment Solutions, LLC ($27.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cresset Asset Management, LLC | $85.1M | 1.6M | Hold |
| 2 | Torren Management, LLC | $67.5M | 1.2M | Hold |
| 3 | Fortitude Family Office, LLC | $38.7M | 710,489 | Hold |
| 4 | MAI Capital Management | $34.0M | 624,484 | New |
| 5 | Global Strategic Investment Solutions, LLC | $27.3M | 500,857 | Trimmed |
| 6 | SHEETS SMITH WEALTH MANAGEMENT | $26.4M | 484,908 | New |
| 7 | Tarbox Family Office, Inc. | $21.5M | 395,590 | Trimmed |
| 8 | Relyea Zuckerberg Hanson LLC | $20.2M | 371,216 | Hold |
| 9 | Sanctuary Advisors, LLC | $15.4M | 282,376 | Hold |
| 10 | SJS Investment Consulting Inc. | $11.2M | 205,237 | Hold |
| 11 | Bridgewater Advisors Inc. | $10.5M | 192,733 | Hold |
| 12 | Mason Investment Advisory Services, Inc. | $10.5M | 192,119 | Trimmed |
| 13 | ANDERSON HOAGLAND & CO | $8.9M | 162,708 | Hold |
| 14 | Ridgeline Wealth, LLC | $7.0M | 128,110 | New |
| 15 | Tortoise Investment Management, LLC | $6.7M | 123,076 | Trimmed |
| 16 | HighTower Advisors, LLC | $6.5M | 118,996 | Hold |
| 17 | RVW Wealth, LLC | $6.1M | 111,410 | Hold |
| 18 | IEQ CAPITAL, LLC | $6.1M | 111,192 | Hold |
| 19 | Foster Group, Inc. | $5.5M | 100,870 | New |
| 20 | BCR Wealth Strategies, LLC | $1.5M | 26,974 | Hold |
| 21 | CITADEL ADVISORS LLC | $729,284 | 13,395 | Trimmed |
| 22 | Plancorp, LLC | $483,459 | 8,943 | New |
| 23 | GOLDMAN SACHS GROUP INC | $322,965 | 5,932 | New |
| 24 | Orion Capital Management LLC | $1,906 | 35 | New |
| 25 | WELLS FARGO & COMPANY/MN | $1,143 | 21 | New |
Source: SEC Form 13F filings · as of 2026-06-30