AVLV institutional holders

AMERICAN CENTY ETF TR · 13F, 2026Q2

Managers holding562
Shares held163,720,068
Reported value$14.9bn
Quarter flows107 new, 282 added, 112 trimmed, 29 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO32,368,237$3.0bn1.6%
PNC Financial Services Group, Inc.18,702,541$1.7bn0.8%
ENVESTNET ASSET MANAGEMENT INC9,778,034$891.8m0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,226,406$843.1m1.4%
AMERIPRISE FINANCIAL INC4,620,546$423.2m0.1%
LPL Financial LLC4,005,109$365.3m0.1%
AMERICAN CENTURY COMPANIES INC3,608,727$329.2m0.1%
Focus Partners Wealth2,734,778$249.4m0.3%
Cerity Partners LLC2,726,265$248.7m0.3%
Falcon Wealth Planning2,077,645$189.5m12.0%
Petersen Hastings Wealth Advisors Inc.1,946,250$177.5m14.9%
Waverly Advisors, LLC1,754,726$160.0m0.9%
Apollon Wealth Management, LLC1,592,606$145.3m1.8%
BANK OF AMERICA CORP /DE/1,592,353$145.2m0.0%
Savant Capital, LLC1,478,222$134.8m0.4%
Cetera Investment Advisers1,454,277$132.6m0.1%
FMR LLC1,397,539$127.5m0.0%
Pure Financial Advisors, LLC1,382,944$126.1m1.6%
Moisand Fitzgerald Tamayo, LLC1,356,674$123.7m12.1%
Beaird Harris Wealth Management, LLC1,327,308$121.1m7.7%
Alesco Advisors, LLC, An ESL Co1,242,346$113.3m2.6%
Bridgewater Advisors Inc.1,208,088$112.5m6.1%
HUB Investment Partners, LLC1,205,715$110.0m2.0%
MORGAN STANLEY1,139,973$104.0m0.0%
Cannon Financial Strategists, Inc.1,130,339$103.1m11.7%

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

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