Who Owns AMERICAN CENTY (AVLV)? -- Institutional Holders (2026-06-30)

587 institutions reported holding $14.95B of AMERICAN CENTY (AVLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($2.95B), PNC Financial Services Group, Inc. ($1.71B), ENVESTNET ASSET MANAGEMENT INC ($891.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($843.1M), AMERIPRISE FINANCIAL INC ($423.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.95B	32.4M	Added
2	PNC Financial Services Group, Inc.	$1.71B	18.7M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$891.8M	9.8M	Trimmed
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$843.1M	9.2M	Added
5	AMERIPRISE FINANCIAL INC	$423.2M	4.6M	Added
6	LPL Financial LLC	$365.3M	4.0M	Added
7	AMERICAN CENTURY COMPANIES INC	$329.2M	3.6M	Added
8	Focus Partners Wealth	$249.4M	2.7M	Added
9	Cerity Partners LLC	$248.7M	2.7M	Trimmed
10	Falcon Wealth Planning	$189.5M	2.1M	Added
11	Petersen Hastings Wealth Advisors Inc.	$177.5M	1.9M	Trimmed
12	Waverly Advisors, LLC	$160.0M	1.8M	Added
13	Apollon Wealth Management, LLC	$145.3M	1.6M	Added
14	BANK OF AMERICA CORP /DE/	$145.2M	1.6M	Added
15	Savant Capital, LLC	$134.8M	1.5M	Trimmed
16	Cetera Investment Advisers	$132.6M	1.5M	Added
17	FMR LLC	$127.5M	1.4M	Added
18	Pure Financial Advisors, LLC	$126.1M	1.4M	Trimmed
19	Moisand Fitzgerald Tamayo, LLC	$123.7M	1.4M	Trimmed
20	Beaird Harris Wealth Management, LLC	$121.1M	1.3M	Trimmed
21	Alesco Advisors LLC	$113.3M	1.2M	Trimmed
22	Bridgewater Advisors Inc.	$112.5M	1.2M	Added
23	HUB Investment Partners, LLC	$110.0M	1.2M	Added
24	MORGAN STANLEY	$104.0M	1.1M	Trimmed
25	Cannon Financial Strategists, Inc.	$103.1M	1.1M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30