7 institutions reported holding $2.7M of AMERICAN CENTY ETF TR (AVIE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Plancorp, LLC ($1.6M), CITADEL ADVISORS LLC ($693,678), Verus Financial Partners, Inc. ($321,587), ELEVATE WEALTH ADVISORY, INC ($107,926), UBS Group AG ($23,570). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plancorp, LLC | $1.6M | 21,457 | Hold |
| 2 | CITADEL ADVISORS LLC | $693,678 | 9,506 | Added |
| 3 | Verus Financial Partners, Inc. | $321,587 | 4,447 | Hold |
| 4 | ELEVATE WEALTH ADVISORY, INC | $107,926 | 1,479 | Trimmed |
| 5 | UBS Group AG | $23,570 | 323 | New |
| 6 | LAM GROUP, INC. | $13,135 | 180 | New |
| 7 | Geneos Wealth Management Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31