21 institutions reported holding $23.5M of AMERICAN CENTY ETF TR (AVMA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cogent Private Wealth, Inc. ($7.4M), Great Point Wealth Advisors, LLC ($6.1M), LPL Financial LLC ($2.4M), CROSSPOINT FINANCIAL, LLC ($1.4M), DIVERSIFY WEALTH MANAGEMENT, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cogent Private Wealth, Inc. | $7.4M | 110,713 | Added |
| 2 | Great Point Wealth Advisors, LLC | $6.1M | 90,874 | Added |
| 3 | LPL Financial LLC | $2.4M | 35,804 | Trimmed |
| 4 | CROSSPOINT FINANCIAL, LLC | $1.4M | 21,170 | Added |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 15,044 | Added |
| 6 | Vawter Financial, Ltd. | $1.0M | 15,414 | Added |
| 7 | Versant Capital Management, Inc | $961,746 | 14,308 | Trimmed |
| 8 | Integrity Wealth Solutions LLC | $900,732 | 13,400 | Added |
| 9 | OSAIC HOLDINGS, INC. | $685,711 | 10,199 | Trimmed |
| 10 | Plancorp, LLC | $260,516 | 3,750 | Hold |
| 11 | Arlington Financial Advisors, LLC | $246,954 | 3,674 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $238,000 | 3,548 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $227,730 | 3,388 | Added |
| 14 | Werba Rubin Papier Wealth Management | $222,896 | 3,316 | New |
| 15 | Advisory Services Network, LLC | $141,293 | 2,102 | New |
| 16 | Sunbelt Securities, Inc. | $94,613 | 1,408 | Added |
| 17 | Farther Finance Advisors, LLC | $40,564 | 600 | Hold |
| 18 | EverSource Wealth Advisors, LLC | $20,404 | 304 | Added |
| 19 | CURIO WEALTH, LLC | $3,116 | 46 | Hold |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Keystone Financial Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31