AVLCAMERICAN CENTY ETF TR
CUSIP 025072158 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVLC) has 88 institutional holders in Filings Flow’s 13F database, together reporting 12.93M shares worth $968M as of Q1 2026. The largest reported holders are Oak Root LLC, Hills Bank & Trust Co, and Pacific Life Fund Advisors LLC.
Institutional Holders
88
Q1 2026
Reported Value
$968M
Ticker
AVLC
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ridgeline Wealth, LLC$171M AUM | 24.98% | $35M | 449.6K | Q1 2026 |
| Oak Root LLC$820M AUM | 22.24% | $182M | 2.35M | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 13.30% | $19M | 242.7K | Q1 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 8.40% | $14M | 176.1K | Q1 2026 |
| Western Reserve Capital Management, LLC$122M AUM | 8.35% | $10M | 131.2K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 8.31% | $39M | 497.4K | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 7.13% | $62M | 800.4K | Q1 2026 |
| Mendota Financial Group, LLC$161M AUM | 5.32% | $7M | 92.6K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 5.21% | $11M | 142.3K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 4.46% | $92M | 1.19M | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 3.93% | $58M | 744.8K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 3.90% | $9M | 115.9K | Q1 2026 |
| Well Done, LLC$681M AUM | 3.87% | $26M | 339.4K | Q1 2026 |
| Haven Private, LLC$230M AUM | 3.24% | $7M | 96.0K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 2.82% | $11M | 143.7K | Q1 2026 |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 1.98% | $7M | 90.7K | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.65% | $17M | 218.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 1.63% | $29M | 371.4K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 1.54% | $7M | 90.6K | Q1 2026 |
| BFI Wealth Solutions, LLC$104M AUM | 1.52% | $2M | 20.2K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 1.41% | $7M | 91.3K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.35% | $6M | 83.6K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 1.15% | $7M | 87.4K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 1.11% | $17M | 218.7K | Q4 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.95% | $34M | 444.0K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.75% | $3M | 33.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.64% | $11M | 142.3K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.63% | $3M | 44.5K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.46% | $4M | 55.9K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.42% | $9M | 121.3K | Q1 2026 |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.42% | $925,404 | 11.9K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.33% | $1M | 15.4K | Q2 2025OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.32% | $1M | 15.5K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 0.27% | $2M | 21.0K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.26% | $2M | 23.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.22% | $6M | 81.6K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 0.20% | $359,439 | 4.6K | Q1 2026 |
| BLVD Private Wealth, LLC$115M AUM | 0.18% | $204,098 | 2.6K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.17% | $18M | 226.1K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.16% | $3M | 37.8K | Q3 2025OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.15% | $510,125 | 6.5K | Q3 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.11% | $234,410 | 3.0K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.09% | $431,546 | 5.6K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.08% | $3M | 36.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.08% | $20M | 253.0K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.08% | $801,134 | 9.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.07% | $2M | 30.7K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.06% | $148,741 | 1.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.06% | $12M | 150.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.05% | $11M | 140.4K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 20.5K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $254,054 | 3.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $2M | 19.4K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $322,735 | 4.5K | Q2 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $81,741 | 1.1K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $81,741 | 1.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 83.2K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.02% | $236,760 | 3.1K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 19.4K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $295,078 | 3.8K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $424,626 | 5.4K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $49M | 629.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 135.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $6M | 83.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $35M | 446.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $793,312 | 10.2K | Q3 2025OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $165,957 | 2.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 15.8K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $33,369 | 426 | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 17.6K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $213,122 | 2.7K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $63,824 | 823 | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $308,000 | 4.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 18.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 48.6K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $313,489 | 4.9K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $496,926 | 6.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $925,482 | 11.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $236,198 | 2.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $668,861 | 8.6K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.00% | $271,868 | 3.5K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 29.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $74,308 | 1.0K | Q2 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $30,943 | 399 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27M | 361.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $57,849 | 736 | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $272,630 | 3.5K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 30.4K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $5,918 | 76 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $555,600 | 6.9K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $2,825 | 36 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $6,997 | 89 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,971 | 77 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $602,957 | 7.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 32.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 16.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $809,234 | 10.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $381,624 | 4.9K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.