Who Owns AMERICAN CENTY ETF TR (AVEE)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $80.1M of AMERICAN CENTY ETF TR (AVEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERICAN CENTURY COMPANIES INC ($22.2M), Tortoise Investment Management, LLC ($12.8M), Index Fund Advisors, Inc. ($10.8M), Cornerstone Wealth Partners, LLC ($8.7M), Timonier Family Office, LTD. ($5.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AMERICAN CENTURY COMPANIES INC$22.2M320,717Added
2Tortoise Investment Management, LLC$12.8M184,695Added
3Index Fund Advisors, Inc.$10.8M155,463Added
4Cornerstone Wealth Partners, LLC$8.7M126,209Added
5Timonier Family Office, LTD.$5.7M82,404Added
6JANE STREET GROUP, LLC$3.0M43,555Trimmed
7Richard P Slaughter Associates Inc$2.2M31,618New
8Ariadne Wealth Management, LP$1.9M26,831Added
9Beacon Pointe Advisors, LLC$1.5M20,930Added
10VISTA CAPITAL PARTNERS, INC.$1.4M19,926Trimmed
11ARK & TLK INVESTMENTS, LLC$1.3M19,253Added
12Cypress Point Wealth Management, LLC$1.3M18,648Added
13Avior Wealth Management, LLC$1.1M15,259Trimmed
14Cloud Capital Management, LLC$817,00011,791Added
15Three Arch Wealth Management LLC$814,07911,743Hold
16ERn Financial, LLC$749,19110,807Added
17LAM GROUP, INC.$682,5019,845Added
18Plancorp, LLC$542,0668,065Added
19Kane Co Wealth Management, Inc.$403,6215,822Added
20B&D White Capital Company, LLC$379,4835,474Added
21CARDIFF PARK ADVISORS, LLC$361,6025,216Added
22Mills Wealth Advisors LLC$292,1784,215Added
23OneDigital Investment Advisors LLC$260,7413,761New
24WorthPointe, LLC$247,7663,574New
25Corient Private Wealth LLC$226,2013,263Added

Source: SEC Form 13F filings · as of 2026-06-30