12 institutions reported holding $214.9M of AMERICAN CENTY ETF TR (AVTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Torren Management, LLC ($67.5M), Fortitude Family Office, LLC ($38.7M), SHEETS SMITH WEALTH MANAGEMENT ($26.4M), Tarbox Family Office, Inc. ($21.5M), Relyea Zuckerberg Hanson LLC ($20.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Torren Management, LLC | $67.5M | 1.2M | Hold |
| 2 | Fortitude Family Office, LLC | $38.7M | 710,489 | Hold |
| 3 | SHEETS SMITH WEALTH MANAGEMENT | $26.4M | 484,908 | New |
| 4 | Tarbox Family Office, Inc. | $21.5M | 395,590 | Trimmed |
| 5 | Relyea Zuckerberg Hanson LLC | $20.2M | 371,216 | Hold |
| 6 | SJS Investment Consulting Inc. | $11.2M | 205,237 | Hold |
| 7 | ANDERSON HOAGLAND & CO | $8.9M | 162,708 | Hold |
| 8 | Ridgeline Wealth, LLC | $7.0M | 128,110 | New |
| 9 | RVW Wealth, LLC | $6.1M | 111,410 | Hold |
| 10 | Foster Group, Inc. | $5.5M | 100,870 | New |
| 11 | BCR Wealth Strategies, LLC | $1.5M | 26,974 | Hold |
| 12 | Plancorp, LLC | $483,459 | 8,943 | New |
Source: SEC Form 13F filings · as of 2026-06-30