Who Owns AMERICAN CENTY ETF TR (AVLC)? -- Institutional Holders (2026-06-30)

119 institutions reported holding $1.33B of AMERICAN CENTY ETF TR (AVLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Oak Root LLC ($180.7M), Hills Bank & Trust Co ($101.3M), Beaird Harris Wealth Management, LLC ($75.7M), Pacific Life Fund Advisors LLC ($66.5M), ENVESTNET ASSET MANAGEMENT INC ($63.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Oak Root LLC	$180.7M	2.0M	Trimmed
2	Hills Bank & Trust Co	$101.3M	1.1M	Trimmed
3	Beaird Harris Wealth Management, LLC	$75.7M	841,598	Added
4	Pacific Life Fund Advisors LLC	$66.5M	739,705	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$63.6M	706,672	Added
6	GRIMES & Co WEALTH MANAGEMENT, LLC	$44.4M	493,444	Added
7	Cypress Point Wealth Management, LLC	$43.4M	482,866	Trimmed
8	PARK AVENUE SECURITIES LLC	$43.2M	480,400	Added
9	Ridgeline Wealth, LLC	$40.5M	450,687	Added
10	LPL Financial LLC	$38.0M	422,791	Trimmed
11	Global Strategic Investment Solutions, LLC	$37.3M	414,510	Added
12	Simplicity Wealth,LLC	$34.2M	380,366	Added
13	Well Done, LLC	$32.7M	363,663	Added
14	JPMORGAN CHASE & CO	$32.0M	358,552	Trimmed
15	Allworth Financial LP	$29.1M	323,092	Added
16	Networth Advisors, LLC	$23.3M	259,352	Added
17	Vestmark Advisory Solutions, Inc.	$21.9M	243,516	Added
18	OneDigital Investment Advisors LLC	$20.7M	229,862	Added
19	FAS Wealth Partners, Inc.	$20.6M	228,649	Added
20	AMERICAN CENTURY COMPANIES INC	$19.6M	218,405	New
21	UPTICK PARTNERS, LLC	$19.5M	216,968	Added
22	Financial Insights, Inc.	$18.6M	206,355	New
23	AE Wealth Management LLC	$16.2M	180,245	Added
24	Cresset Asset Management, LLC	$15.7M	174,005	Added
25	Buttonwood Financial Group, LLC	$15.3M	169,783	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30