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

63 institutions reported holding $556.3M of AMERICAN CENTY ETF TR (AVNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Merit Financial Group, LLC ($177.6M), COMMONWEALTH EQUITY SERVICES, LLC ($67.8M), Geometric Wealth Advisors ($60.7M), BWM Planning, LLC ($33.5M), Wealth Management Partners, LLC ($31.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Merit Financial Group, LLC$177.6M2.2MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$67.8M822,604Added
3Geometric Wealth Advisors$60.7M736,769Added
4BWM Planning, LLC$33.5M406,514Added
5Wealth Management Partners, LLC$31.6M384,167Added
6Duncan Williams Asset Management, LLC$29.8M361,184Added
7LPL Financial LLC$18.5M224,409Added
8Acumen Wealth Advisors, LLC$16.2M197,134Added
9TRUIST FINANCIAL CORP$15.9M192,423Trimmed
10ENVESTNET ASSET MANAGEMENT INC$13.2M160,512Trimmed
11Cerity Partners LLC$12.9M156,822Added
12HOWARD BAILEY SECURITIES, LLC$12.7M154,349Added
13Peak Asset Management, LLC$10.7M129,890Added
14THOROUGHBRED FINANCIAL SERVICES, LLC$6.9M135,801Added
15OSAIC HOLDINGS, INC.$5.7M69,585Added
16TrustWell Financial Advisors, LLC$5.5M66,661New
17AQR CAPITAL MANAGEMENT LLC$5.3M64,155Added
18B&D White Capital Company, LLC$4.3M51,999Trimmed
19Ausdal Financial Partners, Inc.$3.9M46,834Trimmed
20KESTRA PRIVATE WEALTH SERVICES, LLC$2.7M33,300Trimmed
21Equitable Holdings, Inc.$2.1M25,500Added
22Waterfront Wealth Inc.$2.0M24,722New
23Altus Wealth Group LLC$1.7M20,041Trimmed
24Oak Wealth Advisors LLC$1.6M19,240Added
25CAPTRUST FINANCIAL ADVISORS$1.4M17,192Trimmed

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