AVNMAMERICAN CENTY ETF TR
CUSIP 025072174 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVNM) has 53 institutional holders in Filings Flow’s 13F database, together reporting 6.16M shares worth $469M as of Q1 2026. The largest reported holders are Merit Financial Group, LLC, Commonwealth Equity Services, LLC, and Geometric Wealth Advisors.
Institutional Holders
53
Q1 2026
Reported Value
$469M
Ticker
AVNM
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Merit Financial Group, LLC$13.5B AUM | 1.15% | $154M | 2.03M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $59M | 771.3K | Q1 2026 |
| Geometric Wealth Advisors$799M AUM | 6.81% | $54M | 713.6K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 8.29% | $29M | 381.0K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 7.61% | $29M | 379.0K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 6.63% | $24M | 313.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 215.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 196.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 189.6K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 4.67% | $11M | 149.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 145.4K | Q1 2026 |
| Peak Asset Management, LLC$567M AUM | 1.68% | $10M | 125.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 67.9K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.28% | $5M | 60.9K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.52% | $4M | 55.7K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.16% | $4M | 47.3K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 1.37% | $3M | 43.4K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 35.4K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.95% | $2M | 30.5K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 21.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 20.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $2M | 20.4K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.07% | $2M | 21.7K | Q3 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.40% | $2M | 19.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 18.6K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.74% | $1M | 17.8K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.38% | $1M | 16.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $841,696 | 11.1K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.06% | $838,181 | 11.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $812,658 | 10.7K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.33% | $800,848 | 10.5K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 0.20% | $755,930 | 11.6K | Q2 2025OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.41% | $733,431 | 9.6K | Q1 2026 |
| Orcam Financial Group$141M AUM | 0.48% | $679,498 | 8.9K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.27% | $615,000 | 8.1K | Q1 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.18% | $576,378 | 7.6K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 0.22% | $530,676 | 7.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $529,000 | 6.9K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.09% | $478,127 | 6.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $391,742 | 5.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $315,437 | 4.5K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $292,694 | 3.8K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.13% | $291,641 | 4.1K | Q3 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $289,816 | 3.9K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $249,000 | 3.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $227,901 | 3.0K | Q1 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.12% | $215,790 | 2.8K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 0.19% | $208,858 | 2.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $99,105 | 1.3K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $48,475 | 636 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $36,323 | 477 | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 0.01% | $30,500 | 400 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28,240 | 400 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22,467 | 344 | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $13,787 | 181 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,254 | 174 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $9,731 | 149 | Q2 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $8,379 | 110 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6,779 | 89 | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.00% | $4,342 | 57 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,219 | 16 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,125 | 15 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $44 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.