Who Owns AMERICAN CENTY ETF TR (AVSU)? -- Institutional Holders (2026-03-31)
85 institutions reported holding $282.8M of AMERICAN CENTY ETF TR (AVSU) in SEC 13F filings for 2026-03-31. Largest institutional holders: MASECO LLP ($95.6M), Focus Partners Wealth ($26.0M), MERCER GLOBAL ADVISORS INC /ADV ($13.7M), Highland Financial Advisors, LLC ($11.2M), COMMONWEALTH EQUITY SERVICES, LLC ($10.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MASECO LLP | $95.6M | 1.3M | New |
| 2 | Focus Partners Wealth | $26.0M | 351,223 | Hold |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $13.7M | 184,748 | Added |
| 4 | Highland Financial Advisors, LLC | $11.2M | 151,038 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 139,975 | Added |
| 6 | LPL Financial LLC | $9.8M | 132,029 | Trimmed |
| 7 | Clarity Asset Management, Inc. | $9.5M | 128,901 | Trimmed |
| 8 | Waverly Advisors, LLC | $9.5M | 128,440 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 124,415 | Trimmed |
| 10 | Trailhead Planners LLC | $8.1M | 109,404 | Added |
| 11 | Corient Private Wealth LLC | $7.1M | 95,601 | Trimmed |
| 12 | Northland Capital Management LLC | $5.3M | 71,851 | Trimmed |
| 13 | AlTi Global, Inc. | $3.7M | 50,529 | Hold |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 44,764 | Added |
| 15 | Greenspring Advisors, LLC | $3.2M | 43,195 | Added |
| 16 | Mariner, LLC | $2.9M | 38,603 | Trimmed |
| 17 | EP Wealth Advisors, LLC | $2.8M | 37,617 | New |
| 18 | HighTower Advisors, LLC | $2.8M | 37,506 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 35,190 | Added |
| 20 | AWM CAPITAL, LLC | $2.4M | 33,080 | Added |
| 21 | Trellis Wealth Advisors LLC | $2.4M | 31,909 | Trimmed |
| 22 | Vestment Financial LLC | $2.2M | 26,459 | Added |
| 23 | TRUIST FINANCIAL CORP | $2.2M | 29,101 | Added |
| 24 | Hill Investment Group Partners, LLC | $2.0M | 26,722 | Added |
| 25 | Savant Capital, LLC | $1.9M | 25,342 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31