14 institutions reported holding $17.6M of AMERICAN CENTY ETF TR (AVNV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ridgeline Wealth, LLC ($7.6M), Ruedi Wealth Management, Inc. ($2.4M), COMMONWEALTH EQUITY SERVICES, LLC ($2.1M), Waterfront Wealth Inc. ($2.0M), Belpointe Asset Management LLC ($930,061). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ridgeline Wealth, LLC | $7.6M | 91,502 | Added |
| 2 | Ruedi Wealth Management, Inc. | $2.4M | 28,513 | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 25,890 | Added |
| 4 | Waterfront Wealth Inc. | $2.0M | 25,774 | New |
| 5 | Belpointe Asset Management LLC | $930,061 | 11,268 | Trimmed |
| 6 | Fortis Capital Advisors, LLC | $930,061 | 11,268 | Trimmed |
| 7 | Cushing Capital Partners, LLC | $384,471 | 4,658 | Hold |
| 8 | BIP Wealth, LLC | $347,824 | 4,214 | New |
| 9 | Breakwater Capital Group | $329,582 | 3,993 | Trimmed |
| 10 | J. M. Brown & Associates Inc. | $254,235 | 3,080 | New |
| 11 | McCartney Wealth Management LLC | $230,452 | 2,792 | Hold |
| 12 | Farther Finance Advisors, LLC | $102,055 | 1,236 | Added |
| 13 | RHL GROUP, LLC | $76,277 | 919 | Added |
| 14 | Belvedere Trading LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30