13FBOX
AMERICAN CENTY ETF TR · 13F Institutional Holdings
Options Calculator Rankings
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AMERICAN CENTY ETF TR

AVNM
Institutions
22
Combined AUM (Q2 2026)
$308.1M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+281,654
14 institutions added · 5 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-80,723
12 institutions reduced · 6 exits
Est. sell amount
⚖️ Net Share Change
+200,931
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$308.1M
Institutions
22
New Buys
5
Adds
9
Reduces
6
Exits
6
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Merit Financial Group, LLC
1.08%1.15%#1$177.6M2.2M$154.3M2.0M+129,237+6.38%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.08%#2$67.8M822,604$58.8M771,326+51,278+6.65%Add
LPL Financial LLC
<0.01%<0.01%#7$18.5M224,409$15.0M196,758+27,651+14.05%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#9$13.2M160,512$14.4M189,584-29,072-15.33%Reduce
Cerity Partners LLC
0.02%0.02%#4$12.9M156,822$11.1M145,383+11,439+7.87%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#5$5.7M69,585$5.2M67,920+1,665+2.45%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#11$5.3M64,155$1.6M20,990+43,165+205.65%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#3$2.7M33,300$2.7M35,401-2,101-5.93%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#10$1.4M17,192$1.6M20,880-3,688-17.66%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#15$1.0M12,445$529,0006,947+5,498+79.14%Add
Farther Finance Advisors, LLC
<0.01%0.01%#8$509,2886,182$1.6M20,386-14,204-69.68%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#17$369,3104,483$1.4M18,627-14,144-75.93%Reduce
Allworth Financial LP
<0.01%<0.01%#12$365,4194,436$48,475636+3,800+597.48%Add
Focus Partners Wealth
<0.01%#13$309,3373,755$00+3,755New Buy
Global Retirement Partners, LLC
<0.01%#6$295,9823,593$00+3,593New Buy
UBS Group AG
<0.01%#20$32,128390$00+390New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#14$16,311198$13,254174+24+13.79%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#18$14,252173$13,787181-8-4.42%Reduce
MORGAN STANLEY
<0.01%#22$9,062110$00+110New Buy
NewEdge Advisors, LLC
<0.01%#19$4,03749$00+49New Buy
ASSETMARK, INC
<0.01%<0.01%#21$1,31816$1,2191600.00%Unchanged
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#16$1,22815$1,1251500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow