AVSC institutional holders

AMERICAN CENTY ETF TR · 13F, 2026Q2

Managers holding247
Shares held35,811,797
Reported value$2.6bn
Quarter flows48 new, 101 added, 65 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV15,209,879$1.1bn1.4%
Mason Investment Advisory Services, Inc.3,553,024$260.6m9.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,318,011$96.7m0.1%
MORGAN STANLEY1,109,495$81.4m0.0%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV954,982$70.0m1.0%
ENVESTNET ASSET MANAGEMENT INC778,923$57.1m0.0%
Elwood & Goetz Wealth Advisory Group, LLC687,210$50.4m7.5%
Creative Planning646,481$47.4m0.0%
AE Wealth Management LLC563,885$41.4m0.2%
AMERICAN CENTURY COMPANIES INC537,608$39.4m0.0%
LPL Financial LLC526,290$38.6m0.0%
Three Arch Wealth Management LLC505,992$37.1m5.7%
Atlantic Union Bankshares Corp489,249$35.9m0.6%
RETIREMENT FINANCIAL SOLUTIONS, LLC391,883$28.7m7.1%
Cornerstone Wealth Partners, LLC357,505$26.2m12.2%
Shore Point Advisors, LLC439,059$23.4m8.0%
FAS Wealth Partners, Inc.306,509$22.5m1.2%
PARK AVENUE SECURITIES LLC291,044$21.3m0.1%
WEST PACES ADVISORS INC.255,132$18.7m3.1%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC233,664$17.1m2.6%
Simplicity Wealth,LLC224,294$16.4m0.6%
Foundations Investment Advisors, LLC210,830$15.5m0.2%
KILNER CAPITAL ADVISORS, LLC194,167$14.1m12.1%
Savant Capital, LLC186,795$13.7m0.0%
RAYMOND JAMES FINANCIAL INC182,685$13.4m0.0%

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

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