AVSE institutional holders

AMERICAN CENTY ETF TR · 13F, 2026Q2

Managers holding70
Shares held1,645,964
Reported value$134.6m
Quarter flows13 new, 26 added, 22 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MASECO LLP436,282$35.7m1.0%
Focus Partners Wealth150,692$12.3m0.0%
Orgel Wealth Management, LLC127,788$10.5m0.2%
Riverwater Partners LLC120,275$9.8m2.9%
HighTower Advisors, LLC67,902$5.6m0.0%
EP Wealth Advisors, LLC58,878$4.8m0.0%
OLD MISSION CAPITAL LLC47,772$3.9m0.1%
COMMONWEALTH EQUITY SERVICES, LLC45,913$3.8m0.0%
Corient Private Wealth LP41,581$3.4m0.0%
CITADEL ADVISORS LLC40,679$3.3m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP40,623$3.3m0.0%
MERCER GLOBAL ADVISORS INC /ADV39,004$3.2m0.0%
Highland Financial Advisors, LLC30,967$2.5m0.6%
JANE STREET GROUP, LLC27,718$2.3m0.0%
FIDUCIARY FINANCIAL ADVISORS22,581$1.8m0.2%
Freedom Day Solutions, LLC21,669$1.8m0.4%
Accurate Wealth Management, LLC21,222$1.7m0.2%
LPL Financial LLC20,117$1.6m0.0%
RAYMOND JAMES FINANCIAL INC19,697$1.6m0.0%
Trailhead Planners LLC18,939$1.5m1.5%
Mason & Associates Inc16,854$1.4m0.2%
Savant Capital, LLC13,892$1.1m0.0%
Burton Enright Welch11,335$927,6170.1%
Apollon Wealth Management, LLC10,030$820,8110.0%
Greenspring Advisors, LLC9,156$749,3050.0%

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

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