Institutional Ownership
American Centy ETF Tr
CUSIP 025072232AVANTIS ALL EQTAVGEQ1 2026
Institutional Holders
128
13F filers
Shares Held
2.89M
Aggregate institutional
Institutional Value
$249.10M
Q1 2026
Net New Holders
+4
10 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased71
Decreased31
Sold out6
Institutional Holders
128 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 278.6K | $24.52M | +45.9K | Added |
| 2 | Commonwealth Equity Services, LLC | 229.7K | $20.21M | +165.0K | Added |
| 3 | Greenspring Advisors, LLC | 174.2K | $15.33M | −100 | Reduced |
| 4 | Bip Wealth, LLC | 108.4K | $9.55M | +4.7K | Added |
| 5 | Aqr Capital Management LLC | 108.3K | $9.53M | +100.1K | Added |
| 6 | Ieq Capital, LLC | 100.1K | $8.81M | +100.1K | New |
| 7 | Nova R Wealth, Inc. | 97.7K | $8.60M | −2.2K | Reduced |
| 8 | Lpl Financial LLC | 89.7K | $7.89M | +12.6K | Added |
| 9 | Index Fund Advisors, Inc. | 86.7K | $7.64M | +10.7K | Added |
| 10 | Compass Ion Advisors, LLC | 86.2K | $7.59M | +17.9K | Added |
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