21 institutions reported holding $76.0M of AMERICAN CENTY ETF TR (AVMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($41.8M), Beaird Harris Wealth Management, LLC ($7.9M), Plancorp, LLC ($6.7M), SAX WEALTH ADVISORS, LLC ($6.2M), COMMONWEALTH EQUITY SERVICES, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.8M | 897,426 | Added |
| 2 | Beaird Harris Wealth Management, LLC | $7.9M | 170,145 | Trimmed |
| 3 | Plancorp, LLC | $6.7M | 144,818 | Hold |
| 4 | SAX WEALTH ADVISORS, LLC | $6.2M | 134,888 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 80,694 | Trimmed |
| 6 | Align Financial, LLC | $2.8M | 60,255 | Added |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $2.5M | 53,579 | New |
| 8 | L.K. Benson & Company, P.C. | $1.1M | 23,286 | Trimmed |
| 9 | Mattern Wealth Management LLC | $625,963 | 13,437 | Hold |
| 10 | Crews Bank & Trust | $622,795 | 13,369 | Hold |
| 11 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $363,456 | 7,802 | Hold |
| 12 | Kestra Advisory Services, LLC | $350,576 | 7,526 | Added |
| 13 | Wheels Up Wealth, Inc. | $266,047 | 5,711 | Hold |
| 14 | B&D White Capital Company, LLC | $261,528 | 5,614 | New |
| 15 | Freedom Day Solutions, LLC | $215,642 | 4,629 | New |
| 16 | FAS Wealth Partners, Inc. | $210,846 | 4,526 | Added |
| 17 | Fourth Dimension Wealth, LLC | $161,889 | 3,475 | Trimmed |
| 18 | Dogwood Wealth Management LLC | $93,263 | 2,002 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $20,264 | 435 | Hold |
| 20 | Kings Path Partners LLC | $20,218 | 434 | New |
| 21 | Haven Private, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30