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

122 institutions reported holding $544.1M of AMERICAN CENTY ETF TR (AVSF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MASECO LLP ($95.0M), Verus Financial Partners, Inc. ($63.3M), Financial Plan, Inc. ($43.2M), Savant Capital, LLC ($40.7M), Simplicity Wealth,LLC ($34.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MASECO LLP$95.0M2.0MAdded
2Verus Financial Partners, Inc.$63.3M1.4MAdded
3Financial Plan, Inc.$43.2M926,710Added
4Savant Capital, LLC$40.7M874,275Trimmed
5Simplicity Wealth,LLC$34.5M741,461Added
6ENVESTNET ASSET MANAGEMENT INC$27.4M588,196Trimmed
7Creative Planning$19.4M415,934Added
8Pacific Life Fund Advisors LLC$15.6M335,004Added
9PARK AVENUE SECURITIES LLC$14.1M302,623Added
10Allworth Financial LP$10.8M231,574Added
11Werba Rubin Papier Wealth Management$10.3M221,889Added
12Fort Vancouver Investment Management, LLC$9.7M208,610Added
13Ferguson Johnson Wealth Management Inc$9.2M198,305Added
14RAYMOND JAMES FINANCIAL INC$9.1M195,046Added
15Mattern Wealth Management LLC$8.9M191,929Trimmed
16GOLDMAN SACHS GROUP INC$8.6M185,248Added
17Strategic Blueprint, LLC$7.9M168,913Added
18LPL Financial LLC$7.5M161,983Trimmed
19AMERICAN CENTURY COMPANIES INC$6.8M146,090Added
20Allodium Investment Consultants, LLC$4.6M99,663Added
21McCartney Wealth Management LLC$4.5M97,038Added
22Corient Private Wealth LLC$4.3M92,805Added
23MAIMON WEALTH MANAGEMENT LTD.$4.1M88,580Added
24ENDEAVOR PRIVATE WEALTH, INC.$4.0M86,175Added
25Plancorp, LLC$4.0M85,675Hold

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