228 institutions reported holding $2.24B of AMERICAN CENTY ETF TR (AVSC) in SEC 13F filings for 2026-03-31. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($925.4M), Mason Investment Advisory Services, Inc. ($223.4M), Wealth Management Nebraska ($120.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($77.4M), MORGAN STANLEY ($63.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $925.4M | 14.9M | Added |
| 2 | Mason Investment Advisory Services, Inc. | $223.4M | 3.6M | Trimmed |
| 3 | Wealth Management Nebraska | $120.4M | 1.1M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.4M | 1.2M | Added |
| 5 | MORGAN STANLEY | $63.7M | 1.0M | Added |
| 6 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $57.5M | 922,735 | Hold |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $44.5M | 713,946 | Added |
| 8 | Elwood & Goetz Wealth Advisory Group, LLC | $42.6M | 684,213 | Added |
| 9 | Creative Planning | $40.5M | 649,414 | Added |
| 10 | AE Wealth Management LLC | $39.7M | 636,918 | Added |
| 11 | Three Arch Wealth Management LLC | $29.2M | 469,247 | Added |
| 12 | LPL Financial LLC | $29.1M | 467,437 | Added |
| 13 | AMERICAN CENTURY COMPANIES INC | $28.8M | 461,745 | Added |
| 14 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $23.5M | 376,850 | Added |
| 15 | Cornerstone Wealth Partners, LLC | $20.3M | 326,613 | Added |
| 16 | Savant Capital, LLC | $19.3M | 310,261 | Trimmed |
| 17 | Shore Point Advisors, LLC | $18.8M | 403,181 | New |
| 18 | Corient Private Wealth LLC | $16.7M | 227,303 | Trimmed |
| 19 | PARK AVENUE SECURITIES LLC | $16.1M | 257,946 | Added |
| 20 | WEST PACES ADVISORS INC. | $15.8M | 254,079 | Trimmed |
| 21 | Simplicity Wealth,LLC | $13.6M | 217,948 | Trimmed |
| 22 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $12.5M | 201,160 | Added |
| 23 | Foundations Investment Advisors, LLC | $12.4M | 198,628 | Added |
| 24 | KILNER CAPITAL ADVISORS, LLC | $12.2M | 195,960 | Trimmed |
| 25 | CWM, LLC | $12.1M | 194,322 | Added |
Source: SEC Form 13F filings · as of 2026-03-31