117 institutions reported holding $625.7M of AMERICAN CENTY ETF TR (AVSF) in SEC 13F filings for 2026-03-31. Largest institutional holders: MASECO LLP ($91.6M), Savant Capital, LLC ($82.6M), Verus Financial Partners, Inc. ($63.4M), LPL Financial LLC ($41.3M), Financial Plan, Inc. ($39.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MASECO LLP | $91.6M | 2.0M | New |
| 2 | Savant Capital, LLC | $82.6M | 1.8M | Trimmed |
| 3 | Verus Financial Partners, Inc. | $63.4M | 1.4M | Added |
| 4 | LPL Financial LLC | $41.3M | 883,281 | Added |
| 5 | Financial Plan, Inc. | $39.8M | 851,252 | Added |
| 6 | Simplicity Wealth,LLC | $34.2M | 731,683 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $30.8M | 658,767 | Added |
| 8 | Creative Planning | $18.7M | 399,433 | Trimmed |
| 9 | Pacific Life Fund Advisors LLC | $14.6M | 312,408 | Trimmed |
| 10 | PARK AVENUE SECURITIES LLC | $12.7M | 270,922 | New |
| 11 | CoreCap Advisors, LLC | $10.9M | 233,395 | Added |
| 12 | Mattern Wealth Management LLC | $9.6M | 205,258 | Added |
| 13 | Werba Rubin Papier Wealth Management | $9.5M | 202,236 | New |
| 14 | Ferguson Johnson Wealth Management Inc | $9.0M | 191,720 | Added |
| 15 | Allworth Financial LP | $8.5M | 180,922 | New |
| 16 | Fort Vancouver Investment Management, LLC | $8.3M | 177,514 | Added |
| 17 | Strategic Blueprint, LLC | $7.7M | 163,583 | Added |
| 18 | HERITAGE OAK WEALTH ADVISORS LLC | $7.2M | 154,877 | New |
| 19 | Atria Investments, Inc | $6.5M | 138,863 | New |
| 20 | AMERICAN CENTURY COMPANIES INC | $6.1M | 130,082 | Added |
| 21 | McCartney Wealth Management LLC | $4.4M | 93,028 | Added |
| 22 | Allodium Investment Consultants, LLC | $4.2M | 89,394 | Added |
| 23 | Plancorp, LLC | $4.0M | 85,675 | Hold |
| 24 | Corient Private Wealth LLC | $3.9M | 83,429 | Trimmed |
| 25 | Trajan Wealth LLC | $3.9M | 82,348 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31