16 institutions reported holding $13.1M of AMERICAN CENTY ETF TR (AVMA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Great Point Wealth Advisors, LLC ($6.6M), DIVERSIFY WEALTH MANAGEMENT, LLC ($1.2M), Vawter Financial, Ltd. ($1.1M), Integrity Wealth Solutions LLC ($1.1M), Versant Capital Management, Inc ($800,527). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Great Point Wealth Advisors, LLC | $6.6M | 90,833 | Trimmed |
| 2 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 16,395 | Added |
| 3 | Vawter Financial, Ltd. | $1.1M | 15,652 | Added |
| 4 | Integrity Wealth Solutions LLC | $1.1M | 14,988 | Added |
| 5 | Versant Capital Management, Inc | $800,527 | 10,983 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $540,000 | 7,404 | Added |
| 7 | Plancorp, LLC | $285,990 | 3,950 | Added |
| 8 | Arlington Financial Advisors, LLC | $271,815 | 3,729 | Added |
| 9 | marrick wealth, LLC | $249,141 | 3,418 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $245,379 | 3,366 | Trimmed |
| 11 | Werba Rubin Papier Wealth Management | $226,910 | 3,113 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $215,120 | 2,951 | New |
| 13 | Robinswood Financial LLC | $79,271 | 1,087 | Added |
| 14 | Farther Finance Advisors, LLC | $43,735 | 600 | Hold |
| 15 | Mosley Wealth Management | $39,307 | 539 | New |
| 16 | EverSource Wealth Advisors, LLC | $22,271 | 306 | Added |
Source: SEC Form 13F filings · as of 2026-06-30