Who Owns AMERICAN CENTY ETF TR (FLV)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $120.0M of AMERICAN CENTY ETF TR (FLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($52.3M), Koenig Investment Advisory, LLC ($18.7M), Networth Advisors, LLC ($8.8M), Bedel Financial Consulting, Inc. ($7.7M), AE Wealth Management LLC ($6.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $52.3M | 643,108 | Trimmed |
| 2 | Koenig Investment Advisory, LLC | $18.7M | 229,790 | Added |
| 3 | Networth Advisors, LLC | $8.8M | 108,238 | Added |
| 4 | Bedel Financial Consulting, Inc. | $7.7M | 95,018 | Added |
| 5 | AE Wealth Management LLC | $6.3M | 77,282 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 67,641 | Added |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 50,788 | Trimmed |
| 8 | Sunpointe, LLC | $4.0M | 49,237 | Trimmed |
| 9 | SkyOak Wealth, LLC | $3.4M | 41,744 | Hold |
| 10 | Pine Valley Investments Ltd Liability Co | $2.6M | 31,966 | Trimmed |
| 11 | CPA Asset Management Group, LLC | $1.6M | 19,359 | Trimmed |
| 12 | Allen Capital Group, LLC | $1.4M | 17,355 | Trimmed |
| 13 | Dominguez Wealth Management Solutions, Inc. | $673,365 | 8,282 | Trimmed |
| 14 | DAVENPORT & Co LLC | $667,127 | 8,206 | Added |
| 15 | ORRSTOWN FINANCIAL SERVICES INC | $603,653 | 7,425 | Hold |
| 16 | J.W. COLE ADVISORS, INC. | $565,035 | 6,950 | Trimmed |
| 17 | Legacy Wealth Partners, LLC | $324,300 | 3,989 | Added |
| 18 | SIGNATUREFD, LLC | $320,159 | 3,938 | Hold |
| 19 | StrongBox Wealth, LLC | $170,242 | 2,094 | New |
| 20 | CENTRAL TRUST Co | $143,820 | 1,769 | Trimmed |
| 21 | FAS Wealth Partners, Inc. | $106,877 | 1,315 | New |
| 22 | Farther Finance Advisors, LLC | $38,538 | 474 | Hold |
| 23 | Quest 10 Wealth Builders, Inc. | $6,016 | 74 | New |
Source: SEC Form 13F filings · as of 2026-06-30