AMERICAN CENTY ETF TR AVTM
AVAN TOTA EQ ETF · ETP · CUSIP 02507A606
25
institutional holders
+7 vs Q1 2026
7.7m
shares reported held*
$417.9mreported value*
8 new
0 added
5 reduced
1 sold out
net bought ≈ $38.5m (+707.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.45.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 18 |
| Q2 2026 | 25 |
Biggest buyers
| MAI Capital Management | New | +624.5k |
| SHEETS SMITH WEALTH MANAGEMENT | New | +484.9k |
| Ridgeline Wealth, LLC | New | +128.1k |
| Foster Group, Inc. | New | +100.9k |
| Plancorp, LLC | New | +8.9k |
| GOLDMAN SACHS GROUP INC | New | +5.9k |
| Orion Capital Management LLC | New | +35 |
| WELLS FARGO & COMPANY/MN | New | +21 |
Biggest sellers
| EVOKE WEALTH, LLC | Sold out | -624.5k |
| Mason Investment Advisory Services, Inc. | Reduced | -12.6k |
| CITADEL ADVISORS LLC | Reduced | -4.5k |
| Tortoise Investment Management, LLC | Reduced | -2.4k |
| Tarbox Family Office, Inc. | Reduced | -1.9k |
| Global Strategic Investment Solutions, LLC | Reduced | -15 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Cresset Asset Management, LLC 0.31% of their portfolio | 1.6m $85.1m | Unchanged |
| Torren Management, LLC 34.33% of their portfolio | 1.2m $67.5m | Unchanged |
| Fortitude Family Office, LLC 7.54% of their portfolio | 710.5k $38.7m | Unchanged |
| MAI Capital Management 0.13% of their portfolio | 624.5k $34.0m | New |
| Global Strategic Investment Solutions, LLC 2.44% of their portfolio | 500.9k $27.3m | Reduced -15 |
| SHEETS SMITH WEALTH MANAGEMENT 2.64% of their portfolio | 484.9k $26.4m | New |
| Tarbox Family Office, Inc. 3.08% of their portfolio | 395.6k $21.5m | Reduced -1.9k |
| Relyea Zuckerberg Hanson LLC 1.68% of their portfolio | 371.2k $20.2m | Unchanged |
| Sanctuary Advisors, LLC 0.07% of their portfolio | 282.4k $15.4m | Unchanged |
| SJS Investment Consulting Inc. 1.22% of their portfolio | 205.2k $11.2m | Unchanged |
| Bridgewater Advisors Inc. 0.57% of their portfolio | 192.7k $10.5m | Unchanged |
| Mason Investment Advisory Services, Inc. 0.40% of their portfolio | 192.1k $10.5m | Reduced -12.6k |
| ANDERSON HOAGLAND & CO 0.69% of their portfolio | 162.7k $8.9m | Unchanged |
| Ridgeline Wealth, LLC 4.08% of their portfolio | 128.1k $7.0m | New |
| Tortoise Investment Management, LLC 0.50% of their portfolio | 123.1k $6.7m | Reduced -2.4k |
| HighTower Advisors, LLC 0.01% of their portfolio | 119.0k $6.5m | Unchanged |
| RVW Wealth, LLC 0.40% of their portfolio | 111.4k $6.1m | Unchanged |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 111.2k $6.1m | Unchanged |
| Foster Group, Inc. 0.15% of their portfolio | 100.9k $5.5m | New |
| BCR Wealth Strategies, LLC 0.41% of their portfolio | 27.0k $1.5m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.4k $729.3k | Reduced -4.5k |
| Plancorp, LLC 0.01% of their portfolio | 8.9k $483.5k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 5.9k $323.0k | New |
| Orion Capital Management LLC 0.00% of their portfolio | 35 $1.9k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21 $1.1k | New |