14 institutions reported holding $88.4M of AMERICAN CENTY ETF TR (AVUQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: B&D White Capital Company, LLC ($21.3M), Strategic Blueprint, LLC ($18.0M), Kooman & Associates ($15.3M), Torren Management, LLC ($12.9M), TrustWell Financial Advisors, LLC ($9.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | B&D White Capital Company, LLC | $21.3M | 322,988 | New |
| 2 | Strategic Blueprint, LLC | $18.0M | 273,432 | Added |
| 3 | Kooman & Associates | $15.3M | 231,427 | New |
| 4 | Torren Management, LLC | $12.9M | 195,207 | Added |
| 5 | TrustWell Financial Advisors, LLC | $9.6M | 144,823 | Trimmed |
| 6 | EnRich Financial Partners LLC | $6.8M | 103,685 | Added |
| 7 | True Wealth Design, LLC | $1.8M | 26,921 | Trimmed |
| 8 | LEGACY FINANCIAL GROUP, INC. | $917,335 | 13,899 | Added |
| 9 | Herold Advisors, Inc. | $891,000 | 13,526 | Added |
| 10 | Haven Private, LLC | $472,297 | 7,156 | Trimmed |
| 11 | Plancorp, LLC | $321,868 | 4,875 | Added |
| 12 | Farther Finance Advisors, LLC | $57,420 | 870 | New |
| 13 | AE Wealth Management LLC | $10,560 | 160 | New |
| 14 | LAM GROUP, INC. | $1,650 | 25 | Added |
Source: SEC Form 13F filings · as of 2026-06-30