AMERICAN CENTY ETF TR

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AVDV·025072802·US·ETF·Unknown - Unknown-13D/G

AVDV (AMERICAN CENTY ETF TR) is held by 99 institutional investors as of Q2 2026. Largest holders: JONES FINANCIAL COMPANIES LLLP ($3.5B), Creative Planning ($2.6B), Savant Capital, LLC ($1.2B). Net institutional sentiment: Bullish.

99

Holders

(17 Elite)

$10.1B

Total Value

70% (98)

Consensus

69 buying - 29 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)55

Activist (13D/13G)46

Congressional (STOCK Act)57

Holder Quality

50

★★★★★

Elite

60

★★★★

Strong

58

★★★

Solid

16

★★

Below

61

★

Weak

Held by 99 funds

17 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists Aug 7, 2025 · Congress none

ActivistSavant Capital, LLC8.3%Aug 7, 2025

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Top Holders

Top Holders (99)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	33.3M(+9.6%)	$3.5B	1.4%	+31.36%	55
Creative Planning	Increased	25.5M(+7.3%)	$2.6B	1.5%	+53.71%	54
Savant Capital, LLC	Increased	11.7M(+1.5%)	$1.2B	3.5%	+86.58%	59
FWFocus Partners Wealth	Increased	4.8M(+10.0%)	$496M	0.5%	+53.44%	49
ENVESTNET ASSET MANAGEMENT INC	Increased	2.6M(+2.9%)	$271.7M	0.1%	+62.95%	32
Haverford Trust Co	Increased	1.7M(+2.7%)	$175.7M	1.5%	+102.24%	49
LPL Financial LLC	Increased	1.7M(+3.0%)	$173.7M	0.0%	+43.23%	31
Cerity Partners LLC	Increased	1.6M(+14.7%)	$168.2M	0.2%	+75.40%	42
AMERICAN CENTURY COMPANIES INC	Increased	1.3M(+10.6%)	$137M	0.1%	+56.02%	33
Corient Private Wealth LP	Decreased	1.1M(-17.5%)	$113.1M	0.1%	+30.64%	0
MORGAN STANLEY	Decreased	1M(-5.3%)	$106.8M	0.0%	+40.57%	0
BANK OF AMERICA CORP /DE/	Increased	1M(+27.1%)	$104.8M	0.0%	+15.01%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1M(+33.3%)	$104.7M	0.1%	+30.15%	38
BANK OF MONTREAL /CAN/	Increased	1M(+4.8%)	$103.4M	0.0%	+41.34%	31
Sequoia Financial Advisors, LLC	Decreased	622,801(-3.8%)	$64.2M	0.3%	+60.19%	0
Empowered Funds, LLC	Increased	548,409(+0.9%)	$56.5M	0.3%	—	35
EP Wealth Advisors, LLC	Decreased	530,912(-0.2%)	$54.7M	0.2%	+9.35%	0
HighTower Advisors, LLC	Decreased	514,954(-0.5%)	$53.1M	0.1%	+172.99%	0
Cetera Investment Advisers	Increased	484,875(+8.1%)	$50M	0.0%	+37.43%	32
RAYMOND JAMES FINANCIAL INC	Increased	421,412(+4.8%)	$43.4M	0.0%	+32.46%	31

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AVDVAMERICAN CENTY ETF TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer