Institutional Ownership
American Centy ETF Tr
CUSIP 025072182AVANTIS MODERATAVMAQ1 2026
Institutional Holders
19
13F filers
Shares Held
349.1K
Aggregate institutional
Institutional Value
$23.28M
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased11
Decreased3
Sold out2
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cogent Private Wealth, Inc. | 110.7K | $7.44M | +14.2K | Added |
| 2 | Great Point Wealth Advisors, LLC | 90.9K | $6.11M | +7 | Added |
| 3 | Lpl Financial LLC | 35.8K | $2.41M | −2.3K | Reduced |
| 4 | Crosspoint Financial, LLC | 21.2K | $1.42M | +2.3K | Added |
| 5 | Diversify Wealth Management, LLC | 15.0K | $1.06M | +8.5K | Added |
| 6 | Vawter Financial, Ltd. | 15.4K | $1.04M | +657 | Added |
| 7 | Versant Capital Management, Inc | 14.3K | $961.7K | −939 | Reduced |
| 8 | Integrity Wealth Solutions LLC | 13.4K | $900.7K | +3.8K | Added |
| 9 | Osaic Holdings, Inc. | 10.2K | $685.7K | −1.1K | Reduced |
| 10 | Plancorp, LLC | 3.8K | $260.5K | 0 | Held |
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