29 institutions reported holding $68.6M of AMERICAN CENTY ETF TR (AVEE) in SEC 13F filings for 2026-03-31. Largest institutional holders: AMERICAN CENTURY COMPANIES INC ($17.3M), Tortoise Investment Management, LLC ($11.5M), Index Fund Advisors, Inc. ($8.7M), Cornerstone Wealth Partners, LLC ($7.1M), CITADEL ADVISORS LLC ($6.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $17.3M | 273,261 | Added |
| 2 | Tortoise Investment Management, LLC | $11.5M | 180,706 | Added |
| 3 | Index Fund Advisors, Inc. | $8.7M | 136,660 | Added |
| 4 | Cornerstone Wealth Partners, LLC | $7.1M | 111,283 | Added |
| 5 | CITADEL ADVISORS LLC | $6.0M | 94,119 | New |
| 6 | JANE STREET GROUP, LLC | $3.2M | 50,000 | Added |
| 7 | OLD MISSION CAPITAL LLC | $1.8M | 27,687 | Added |
| 8 | Ariadne Wealth Management, LP | $1.7M | 26,450 | Added |
| 9 | VISTA CAPITAL PARTNERS, INC. | $1.3M | 20,068 | Trimmed |
| 10 | Beacon Pointe Advisors, LLC | $1.2M | 18,349 | New |
| 11 | Cypress Point Wealth Management, LLC | $1.1M | 17,397 | Added |
| 12 | ARK & TLK INVESTMENTS, LLC | $1.1M | 17,322 | Added |
| 13 | Avior Wealth Management, LLC | $1.0M | 15,889 | Trimmed |
| 14 | CAP Partners, LLC | $913,773 | 14,406 | Added |
| 15 | Three Arch Wealth Management LLC | $744,858 | 11,743 | Trimmed |
| 16 | Cloud Capital Management, LLC | $691,000 | 10,908 | Added |
| 17 | ERn Financial, LLC | $593,134 | 9,351 | Trimmed |
| 18 | LAM GROUP, INC. | $588,948 | 9,285 | Added |
| 19 | Plancorp, LLC | $416,064 | 6,185 | Added |
| 20 | B&D White Capital Company, LLC | $346,518 | 5,463 | Added |
| 21 | Summit Portfolio Management, LTD. | $344,805 | 5,436 | New |
| 22 | Kane Co Wealth Management, Inc. | $340,264 | 5,366 | New |
| 23 | CARDIFF PARK ADVISORS, LLC | $330,706 | 5,214 | Hold |
| 24 | Mills Wealth Advisors LLC | $257,947 | 4,067 | Trimmed |
| 25 | Corient Private Wealth LLC | $206,322 | 3,253 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31