Who Owns AMERICAN CENTY ETF TR (AVRE)? -- Institutional Holders (2026-06-30)
92 institutions reported holding $331.7M of AMERICAN CENTY ETF TR (AVRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequoia Financial Advisors, LLC ($48.9M), Quantum Financial Advisors, LLC ($21.6M), ShankerValleau Wealth Advisors, Inc. ($18.2M), Allegiance Financial Group Advisory Services LLC ($17.7M), BetterWealth, LLC ($16.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sequoia Financial Advisors, LLC | $48.9M | 1.0M | Added |
| 2 | Quantum Financial Advisors, LLC | $21.6M | 455,253 | Added |
| 3 | ShankerValleau Wealth Advisors, Inc. | $18.2M | 384,164 | Added |
| 4 | Allegiance Financial Group Advisory Services LLC | $17.7M | 373,415 | Added |
| 5 | BetterWealth, LLC | $16.5M | 347,592 | Added |
| 6 | Prairiewood Capital, LLC | $15.1M | 318,858 | Added |
| 7 | LexAurum Advisors, LLC | $13.5M | 285,497 | Trimmed |
| 8 | Physician Wealth Solutions Inc. | $13.4M | 283,674 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 275,963 | Added |
| 10 | Equita Financial Network, Inc. | $10.3M | 217,767 | Added |
| 11 | WorthPointe, LLC | $9.4M | 197,395 | Added |
| 12 | Level Financial Advisors | $8.2M | 173,162 | Trimmed |
| 13 | QUARRY HILL ADVISORS, LLC | $8.2M | 173,097 | Added |
| 14 | Vestment Financial LLC | $7.2M | 151,508 | Trimmed |
| 15 | PARK AVENUE SECURITIES LLC | $6.8M | 144,563 | Added |
| 16 | LAM GROUP, INC. | $6.4M | 134,940 | Added |
| 17 | Strategic Blueprint, LLC | $6.2M | 131,354 | Trimmed |
| 18 | COLLECTIVE FAMILY OFFICE LLC | $6.0M | 126,364 | Added |
| 19 | Austin Wealth Management, LLC | $5.2M | 106,113 | Added |
| 20 | Chicago Partners Investment Group LLC | $5.0M | 103,431 | Added |
| 21 | Valued Wealth Advisors LLC | $4.6M | 97,930 | Added |
| 22 | Wealthcare Advisory Partners LLC | $4.0M | 84,291 | Added |
| 23 | Networth Advisors, LLC | $3.7M | 79,140 | Added |
| 24 | Beaird Harris Wealth Management, LLC | $3.2M | 68,393 | Trimmed |
| 25 | Sprinkle Financial Consultants LLC | $2.9M | 62,091 | Added |
Source: SEC Form 13F filings · as of 2026-06-30