Who Owns AMERICAN CENTY ETF TR (AVNM)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $407.5M of AMERICAN CENTY ETF TR (AVNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Merit Financial Group, LLC ($177.6M), COMMONWEALTH EQUITY SERVICES, LLC ($67.8M), BWM Planning, LLC ($33.5M), Wealth Management Partners, LLC ($31.6M), Duncan Williams Asset Management, LLC ($29.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Merit Financial Group, LLC | $177.6M | 2.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 822,604 | Added |
| 3 | BWM Planning, LLC | $33.5M | 406,514 | Added |
| 4 | Wealth Management Partners, LLC | $31.6M | 384,167 | Added |
| 5 | Duncan Williams Asset Management, LLC | $29.8M | 361,184 | Added |
| 6 | Acumen Wealth Advisors, LLC | $16.2M | 197,134 | Added |
| 7 | TRUIST FINANCIAL CORP | $15.9M | 192,423 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 160,512 | Trimmed |
| 9 | TrustWell Financial Advisors, LLC | $5.5M | 66,661 | New |
| 10 | B&D White Capital Company, LLC | $4.3M | 51,999 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 33,300 | Trimmed |
| 12 | Waterfront Wealth Inc. | $2.0M | 24,722 | New |
| 13 | Altus Wealth Group LLC | $1.7M | 20,041 | Trimmed |
| 14 | Oak Wealth Advisors LLC | $1.6M | 19,240 | Added |
| 15 | AE Wealth Management LLC | $954,296 | 11,584 | Added |
| 16 | Hutchens & Kramer Investment Management Group, LLC | $635,726 | 7,717 | Added |
| 17 | FMB WEALTH MANAGEMENT | $573,941 | 6,967 | Hold |
| 18 | Farther Finance Advisors, LLC | $509,288 | 6,182 | Trimmed |
| 19 | BIP Wealth, LLC | $369,969 | 4,491 | New |
| 20 | XY Planning Network, Inc. | $323,589 | 3,928 | Added |
| 21 | SFG Wealth Management, LLC. | $322,270 | 3,912 | Trimmed |
| 22 | EHRLICH FINANCIAL GROUP | $234,618 | 2,848 | Added |
| 23 | Frankly Finances, LLC | $225,886 | 2,742 | Hold |
| 24 | Blue Trust, Inc. | $17,959 | 218 | New |
| 25 | New England Capital Financial Advisors LLC | $7,991 | 97 | New |
Source: SEC Form 13F filings · as of 2026-06-30