AVREAMERICAN CENTY ETF TR
CUSIP 025072356 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVRE) has 147 institutional holders in Filings Flow’s 13F database, together reporting 13.48M shares worth $590M as of Q1 2026. The largest reported holders are Empowered Funds, LLC, Sequoia Financial Advisors, LLC, and Financial Plan, Inc..
Institutional Holders
147
Q1 2026
Reported Value
$590M
Ticker
AVRE
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Physician Wealth Solutions Inc.$242M AUM | 5.27% | $13M | 289.0K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 4.77% | $6M | 135.4K | Q1 2026 |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 4.64% | $16M | 373.6K | Q1 2026 |
| Prairiewood Capital, LLC$346M AUM | 3.93% | $14M | 308.6K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 3.50% | $7M | 154.8K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 3.39% | $12M | 273.4K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 3.36% | $31M | 712.3K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 3.20% | $6M | 132.3K | Q1 2026 |
| QUARRY HILL ADVISORS, LLC$243M AUM | 3.14% | $8M | 159.3K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 2.96% | $15M | 337.8K | Q1 2026 |
| BetterWealth, LLC$510M AUM | 2.93% | $15M | 339.3K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 2.87% | $9M | 207.4K | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 2.55% | $5M | 102.8K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 2.33% | $9M | 195.2K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 2.13% | $3M | 68.6K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 2.10% | $19M | 424.2K | Q1 2026 |
| Leading Edge Financial Planning LLC$475M AUM | 2.09% | $10M | 225.9K | Q1 2026 |
| marrick wealth, LLC$119M AUM | 1.95% | $2M | 52.7K | Q1 2026 |
| Level Financial Advisors$392M AUM | 1.95% | $8M | 173.2K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 1.93% | $11M | 243.6K | Q1 2026 |
| Hill Investment Group Partners, LLC$906M AUM | 1.89% | $17M | 389.4K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 1.75% | $2M | 52.4K | Q4 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 1.68% | $4M | 94.2K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 1.64% | $13M | 286.6K | Q1 2026 |
| BLVD Private Wealth, LLC$115M AUM | 1.60% | $2M | 41.8K | Q1 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 1.52% | $3M | 63.8K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 1.32% | $2M | 39.4K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 1.31% | $3M | 69.2K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 1.25% | $4M | 99.7K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 1.18% | $5M | 119.3K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 1.15% | $17M | 388.8K | Q4 2025OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 1.09% | $2M | 53.5K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 1.06% | $5M | 103.9K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 1.04% | $3M | 56.8K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.97% | $26M | 597.6K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.83% | $2M | 55.5K | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.75% | $14M | 316.5K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 0.66% | $1M | 33.7K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.65% | $900,229 | 20.4K | Q2 2025OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.59% | $815,529 | 18.5K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 0.53% | $751,949 | 17.1K | Q1 2026 |
| Haven Private, LLC$230M AUM | 0.53% | $1M | 27.5K | Q1 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.53% | $666,639 | 15.1K | Q1 2026 |
| Sanchez Levi Garrett$159M AUM | 0.50% | $803,961 | 18.3K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 0.40% | $722,764 | 16.4K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.38% | $2M | 34.6K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.37% | $941,549 | 21.4K | Q1 2026 |
| Waypoint Wealth Partners Inc.$411M AUM | 0.37% | $2M | 34.7K | Q2 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.35% | $54M | 1.24M | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.34% | $6M | 132.0K | Q1 2026 |
| Flagstone Financial Management$403M AUM | 0.31% | $1M | 28.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.28% | $5M | 111.7K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.27% | $1M | 27.1K | Q1 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.25% | $410,531 | 9.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.24% | $43M | 987.7K | Q1 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 0.23% | $698,346 | 15.9K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.22% | $2M | 40.3K | Q1 2026 |
| Invariant Investment Management$171M AUM | 0.21% | $328,688 | 7.5K | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.21% | $266,952 | 6.0K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.21% | $3M | 69.4K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 0.20% | $265,044 | 6.0K | Q1 2026 |
| Wheels Up Wealth, Inc.$106M AUM | 0.20% | $214,908 | 4.9K | Q4 2025OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.20% | $286,036 | 6.6K | Q4 2025OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.19% | $415,221 | 9.4K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.19% | $1M | 30.3K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.18% | $1M | 27.0K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.17% | $2M | 49.6K | Q1 2026 |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.17% | $975,302 | 22.2K | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 0.17% | $1M | 33.5K | Q1 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.16% | $349,823 | 7.9K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.15% | $537,942 | 12.2K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.15% | $545,276 | 12.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.15% | $3M | 60.5K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.14% | $2M | 36.6K | Q4 2025OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.14% | $333,716 | 7.6K | Q1 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.12% | $200,957 | 4.5K | Q3 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.11% | $425,946 | 9.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.11% | $5M | 101.0K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.10% | $1M | 32.1K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.10% | $198,499 | 4.5K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 0.10% | $368,315 | 8.4K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.10% | $498,262 | 11.3K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.09% | $259,850 | 5.9K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $3M | 78.6K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.07% | $1M | 28.5K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.05% | $627,681 | 14.3K | Q1 2026 |
| RHL GROUP, LLC$117M AUM | 0.05% | $59,643 | 1.4K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.05% | $233,071 | 5.2K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.05% | $3M | 61.8K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 28.1K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $651,452 | 14.8K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.04% | $204,425 | 4.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 88.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 25.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 83.3K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $252,674 | 5.7K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.03% | $370,208 | 8.4K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.03% | $326,706 | 7.3K | Q3 2025OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.02% | $277,524 | 6.0K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.02% | $371,772 | 8.4K | Q2 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $261,123 | 5.9K | Q2 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.02% | $1M | 32.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 28.2K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $258,775 | 5.9K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.01% | $240,015 | 5.5K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $27M | 608.1K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 279.5K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.01% | $37,637 | 855 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 170.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $301,889 | 6.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 44.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 42.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 83.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $967,059 | 21.8K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $12,238 | 278 | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $286,086 | 6.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 63.5K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $24,871 | 565 | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $23,199 | 527 | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $971,258 | 22.1K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $12,775 | 290 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $14,070 | 320 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $14,070 | 320 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 64.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 301.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 249.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 47.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $61,044 | 1.4K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $5,371 | 122 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $5,458 | 124 | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $36,537 | 830 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $19,017 | 432 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $572,337 | 13.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $249,840 | 5.7K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $9,156 | 208 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 27.0K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $638,158 | 14.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $671,481 | 15.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 27.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $553,325 | 12.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $642,261 | 14.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 37.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 109.8K | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $1,717 | 39 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $56,830 | 1.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $663,900 | 15.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,049 | 251 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 23.3K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 31.0K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $264 | 6 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 43.9K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $21,373 | 491 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,348 | 31 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,012 | 23 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $74,554 | 1.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,089 | 48 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $696 | 16 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $143 | 3 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $21,790 | 495 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $54,761 | 1.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16,000 | 362 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $9,491 | 216 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21,350 | 480 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $35 | 1 | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $44 | 1 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $21 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.