AVEE institutional holders

AMERICAN CENTY ETF TR · 13F, 2026Q2

Managers holding30
Shares held1,155,636
Reported value$80.1m
Quarter flows7 new, 19 added, 3 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERICAN CENTURY COMPANIES INC320,717$22.2m0.0%
Tortoise Investment Management, LLC184,695$12.8m1.0%
Index Fund Advisors, Inc.155,463$10.8m0.4%
Cornerstone Wealth Partners, LLC126,209$8.7m4.1%
Timonier Family Office, LTD.82,404$5.7m1.6%
JANE STREET GROUP, LLC43,555$3.0m0.0%
Richard P Slaughter Associates Inc31,618$2.2m0.4%
Ariadne Wealth Management, LP26,831$1.9m0.8%
Beacon Pointe Advisors, LLC20,930$1.5m0.0%
VISTA CAPITAL PARTNERS, INC.19,926$1.4m0.0%
ARK & TLK INVESTMENTS, LLC19,253$1.3m0.3%
Cypress Point Wealth Management, LLC18,648$1.3m0.3%
Avior Wealth Management, LLC15,259$1.1m0.0%
Cloud Capital Management, LLC11,791$817,0000.3%
Three Arch Wealth Management LLC11,743$814,0790.1%
ERn Financial, LLC10,807$749,1910.1%
LAM GROUP, INC.9,845$682,5010.3%
Plancorp, LLC8,065$542,0660.0%
Kane Co Wealth Management, Inc.5,822$403,6210.3%
B&D White Capital Company, LLC5,474$379,4830.0%
CARDIFF PARK ADVISORS, LLC5,216$361,6020.0%
Mills Wealth Advisors LLC4,215$292,1780.1%
OneDigital Investment Advisors LLC3,761$260,7410.0%
WorthPointe, LLC3,574$247,7660.1%
Corient Private Wealth LP3,263$226,2010.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AVEE"). AVEE price history · All 13F data

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