AMERICAN CENTY ETF TR

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AVSE·025072315·US·etf·Unknown - Unknown

AVANTIS RESPONSI

AVSE (AMERICAN CENTY ETF TR) is held by 16 institutional investors as of Q1 2026. Largest holders: CITADEL ADVISORS LLC ($11.5M), Focus Partners Wealth ($10.1M), Corient Private Wealth LLC ($7.5M). Net institutional sentiment: Mixed.

16

Holders

Avg rating(5 Elite)

$46.1M

Total Value

56% (20)

Fund Consensus

10 buying - 8 selling

Smart Money Verdict

View all

56Mixed MomentumSingle Source

Institutional (13F)56

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how AVSE's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

8

★★★★

Strong

5

★★★

Solid

1

★★

Below

1

★

Weak

Held by 16 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	Increased	172,968(+155.5%)	$11.5M	0.0%	+15.85%	45
FWFocus Partners Wealth	Unchanged	151,473	$10.1M	0.0%	+34.48%	0
Corient Private Wealth LLC	Decreased	113,342(-0.1%)	$7.5M	0.0%	+74.06%	0
HighTower Advisors, LLC	Increased	66,136(+0.3%)	$4.4M	0.0%	+67.56%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	38,604(-10.8%)	$2.6M	0.0%	+62.00%	0
EP Wealth Advisors, LLC	Increased	38,570(+897.9%)	$2.6M	0.0%	+13.79%	42
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	36,314(+12.5%)	$2.4M	0.0%	+21.10%	29
RAYMOND JAMES FINANCIAL INC	Increased	27,312(+633.8%)	$1.8M	0.0%	+11.41%	42
Savant Capital, LLC	Unchanged	13,526	$900,386	0.0%	+40.32%	0
LPL Financial LLC	Increased	12,961(+9.2%)	$862,767	0.0%	+29.51%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	6,446(+26.4%)	$429,072	0.0%	+24.75%	30
HB Wealth Management, LLC	Decreased	4,987(-22.0%)	$332,026	0.0%	+52.97%	0
Private Advisor Group, LLC	New	4,356	$289,973	0.0%	+10.45%	32
TRUIST FINANCIAL CORP	Increased	3,982(+8.0%)	$265,076	0.0%	+30.94%	25
MORGAN STANLEY	Decreased	868(-55.9%)	$57,782	0.0%	+32.90%	0
Allworth Financial LP	New	96	$6,391	0.0%	+10.45%	24
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$299,172	0.0%	+29.89%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$78,030	0.0%	+6.78%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$3.2M	0.0%	+28.95%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$16,000	0.0%	+6.78%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer