Institutional Ownership
American Centy ETF Tr
CUSIP 025072323AVANTIS US SMALLAVSCQ1 2026
Institutional Holders
215
13F filers
Shares Held
35.12M
Aggregate institutional
Institutional Value
$2.22B
Q1 2026
Net New Holders
+17
30 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions30
Increased101
Decreased48
Sold out13
Institutional Holders
215 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 14.85M | $925.39M | +394.5K | Added |
| 2 | Mason Investment Advisory Services, Inc. | 3.59M | $223.40M | −21.9K | Reduced |
| 3 | Wealth Management Nebraska | 1.09M | $120.37M | +79.2K | Added |
| 4 | Northwestern Mutual Wealth Management Co | 1.24M | $77.42M | +78.3K | Added |
| 5 | Morgan Stanley | 1.02M | $63.70M | +806.8K | Added |
| 6 | Cambridge Associates LLC /Ma/ /Adv | 922.7K | $57.49M | 0 | Held |
| 7 | Envestnet Asset Management Inc | 713.9K | $44.48M | +38.9K | Added |
| 8 | Elwood & Goetz Wealth Advisory Group, LLC | 684.2K | $42.63M | +47.5K | Added |
| 9 | Creative Planning | 649.4K | $40.46M | +14.6K | Added |
| 10 | Ae Wealth Management LLC | 636.9K | $39.68M | +30.8K | Added |
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