AVDE institutional holders

AMERICAN CENTY ETF TR · 13F, 2026Q2

Managers holding724
Shares held164,731,838
Reported value$14.7bn
Quarter flows84 new, 395 added, 166 trimmed, 33 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC8,831,440$787.7m0.2%
AMERICAN CENTURY COMPANIES INC6,138,581$547.6m0.2%
LPL Financial LLC5,634,103$502.6m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,369,195$479.3m0.8%
ENVESTNET ASSET MANAGEMENT INC5,248,750$468.2m0.1%
MISSION WEALTH MANAGEMENT, LP5,149,175$459.3m5.6%
BANK OF AMERICA CORP /DE/4,397,843$392.3m0.0%
MORGAN STANLEY4,388,303$391.4m0.0%
Bank of New York Mellon Corp4,356,688$388.6m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,148,065$370.0m0.2%
PNC Financial Services Group, Inc.3,267,330$291.4m0.1%
Rockwood Wealth Management, LLC3,165,871$282.4m17.8%
VANTAGEPOINT INVESTMENT ADVISERS LLC2,919,800$260.4m1.9%
WELLS FARGO & COMPANY/MN2,886,060$257.4m0.0%
HighTower Advisors, LLC2,673,605$238.5m0.2%
Corient Private Wealth LP2,271,682$202.6m0.3%
MASECO LLP2,008,367$179.2m5.0%
Advance Capital Management, Inc.1,854,102$165.4m5.3%
RAYMOND JAMES FINANCIAL INC1,755,170$156.6m0.0%
UBS Group AG1,727,133$154.1m0.0%
HB Wealth Management, LLC1,693,261$151.0m0.8%
Cambridge Investment Research Advisors, Inc.1,571,248$140.2m0.2%
Modern Wealth Management, LLC1,542,262$137.6m1.6%
Annex Advisory Services, LLC1,504,548$134.2m2.3%
Gradient Investments LLC1,445,630$129.0m1.8%

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

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