AVEEAMERICAN CENTY ETF TR
CUSIP 025072141 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVEE) has 28 institutional holders in Filings Flow’s 13F database, together reporting 1.08M shares worth $69M as of Q1 2026. The largest reported holders are American Century Companies Inc, Tortoise Investment Management, LLC, and Index Fund Advisors, Inc..
Institutional Holders
28
Q1 2026
Reported Value
$69M
Ticker
AVEE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC$176M AUM | 4.00% | $7M | 111.3K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 1.56% | $5M | 78.6K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.95% | $11M | 180.7K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.75% | $2M | 26.4K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.52% | $913,773 | 14.4K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.39% | $9M | 136.7K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 0.32% | $588,948 | 9.3K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.30% | $691,000 | 10.9K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.30% | $1M | 17.3K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.29% | $340,264 | 5.4K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 0.27% | $430,366 | 7.1K | Q2 2025OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.24% | $1M | 17.4K | Q1 2026 |
| Summit Portfolio Management, LTD.$155M AUM | 0.22% | $344,805 | 5.4K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 0.13% | $744,858 | 11.7K | Q1 2026 |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.13% | $1M | 20.1K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.11% | $593,134 | 9.4K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 0.09% | $257,947 | 4.1K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.04% | $346,518 | 5.5K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 15.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 27.7K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $330,706 | 5.2K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $17,181 | 268 | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $416,064 | 6.2K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $17M | 273.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 18.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 94.1K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $21,197 | 334 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 50.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $206,322 | 3.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $13,335 | 208 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $473,442 | 7.6K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.