Institutional Ownership
American Centy ETF Tr
CUSIP 025072216AVANTIS ALL EQTAVGVQ1 2026
Institutional Holders
27
13F filers
Shares Held
958.6K
Aggregate institutional
Institutional Value
$73.63M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased10
Decreased5
Sold out2
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 534.6K | $41.45M | +74.3K | Added |
| 2 | Paul R. Ried Financial Group, LLC | 105.4K | $8.18M | +20.2K | Added |
| 3 | B&D White Capital Company, LLC | 51.2K | $3.97M | 0 | Held |
| 4 | Wealth Enhancement Advisory Services, LLC | 37.7K | $2.94M | −31.1K | Reduced |
| 5 | Mccartney Wealth Management LLC | 28.5K | $2.21M | +2.3K | Added |
| 6 | Evanson Asset Management, LLC | 27.4K | $2.12M | +137 | Added |
| 7 | M Wealth Management, LLC | 26.9K | $2.09M | −3.2K | Reduced |
| 8 | Raymond James Financial Inc | 24.6K | $1.91M | +24.6K | New |
| 9 | Lpl Financial LLC | 23.1K | $1.79M | +10.6K | Added |
| 10 | Aqr Capital Management LLC | 23.0K | $1.79M | +23.0K | New |
17 more institutional holders on Premium
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