Who Owns AMERICAN CENTY ETF TR (AVSE)? -- Institutional Holders (2026-03-31)
71 institutions reported holding $118.0M of AMERICAN CENTY ETF TR (AVSE) in SEC 13F filings for 2026-03-31. Largest institutional holders: MASECO LLP ($29.0M), CITADEL ADVISORS LLC ($11.5M), Focus Partners Wealth ($10.1M), Riverwater Partners LLC ($8.8M), Corient Private Wealth LLC ($7.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MASECO LLP | $29.0M | 435,371 | New |
| 2 | CITADEL ADVISORS LLC | $11.5M | 172,968 | Added |
| 3 | Focus Partners Wealth | $10.1M | 151,473 | Hold |
| 4 | Riverwater Partners LLC | $8.8M | 132,575 | Added |
| 5 | Corient Private Wealth LLC | $7.5M | 113,342 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $7.2M | 107,829 | New |
| 7 | Strategic Financial Planning, Inc. | $6.3M | 240,897 | New |
| 8 | HighTower Advisors, LLC | $4.4M | 66,136 | Added |
| 9 | Trailhead Planners LLC | $2.6M | 38,810 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 38,604 | Trimmed |
| 11 | EP Wealth Advisors, LLC | $2.6M | 38,570 | Added |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 36,314 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.8M | 27,312 | Added |
| 14 | Highland Financial Advisors, LLC | $1.6M | 24,427 | Added |
| 15 | Opes Wealth Management LLC | $1.5M | 22,212 | Trimmed |
| 16 | Accurate Wealth Management, LLC | $1.0M | 14,633 | Added |
| 17 | JOURNEY STRATEGIC WEALTH LLC | $1.0M | 15,587 | Trimmed |
| 18 | Mason & Associates Inc | $924,239 | 14,356 | Added |
| 19 | Northland Capital Management LLC | $915,859 | 13,758 | Trimmed |
| 20 | Savant Capital, LLC | $900,386 | 13,526 | Hold |
| 21 | LPL Financial LLC | $862,767 | 12,961 | Added |
| 22 | Burton Enright Welch | $770,931 | 11,581 | Added |
| 23 | Asset Dedication, LLC | $678,934 | 10,199 | Added |
| 24 | Greenspring Advisors, LLC | $609,510 | 9,156 | Trimmed |
| 25 | Vestment Financial LLC | $578,497 | 7,792 | Added |
Source: SEC Form 13F filings · as of 2026-03-31