AVEE — AMERICAN CENTY ETF TR
As of Q2 2026, 23 SEC-registered investment managers reported holding AVEE (AMERICAN CENTY ETF TR) in their latest 13F filings, with a combined reported value of $56.72M across 818.41K shares. That is +769.6% by share count (+724.29K shares) versus the previous quarter, while reported value moved +850.1%. Ownership is concentrated: the five largest holders account for 82.2% of reported value and the top ten for 92.7%.
Compared with the prior quarter, 23 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 23 funds
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 94.12K | $5.97M | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 7.59K | $473.44K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 15.02K | $963.30K | 0.00% | New |
| Citadel Advisors history | 12.14K | $778.31K | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 12.30K | $740.96K | 0.00% | New |
| Citadel Advisors history | 12.30K | $740.96K | 0.00% | New |
Q4 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 72.42K | $3.86M | 0.00% | Reduce |
New Positions (Q2 2026)
- AMERICAN CENTURY COMPANIES INC 320.72K sh · $22.23M
- Index Fund Advisors, Inc. 155.46K sh · $10.78M
- Cornerstone Wealth Partners, LLC 126.21K sh · $8.75M
- JANE STREET GROUP, LLC 43.55K sh · $3.02M
- Ariadne Wealth Management, LP 26.83K sh · $1.86M
- Beacon Pointe Advisors, LLC 20.93K sh · $1.45M
- ARK & TLK INVESTMENTS, LLC 19.25K sh · $1.33M
- Cypress Point Wealth Management, LLC 18.65K sh · $1.29M
- Avior Wealth Management, LLC 15.26K sh · $1.06M
- Cloud Capital Management, LLC 11.79K sh · $817.00K
- ERn Financial, LLC 10.81K sh · $749.19K
- LAM GROUP, INC. 9.85K sh · $682.50K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 94.12K sh · $5.97M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 320.72K | — | — | — | — | — | — | — | — | — |
| Index Fund Advisors, Inc. | 155.46K | — | — | — | — | — | — | — | — | — |
| Cornerstone Wealth Partners, LLC | 126.21K | — | — | — | — | — | — | — | — | — |
| JANE STREET GROUP, LLC | 43.55K | — | — | — | — | — | — | — | — | — |
| Ariadne Wealth Management, LP | 26.83K | — | — | — | — | — | — | — | — | — |
| Beacon Pointe Advisors, LLC | 20.93K | — | — | — | — | — | — | — | — | — |
| ARK & TLK INVESTMENTS, LLC | 19.25K | — | — | — | — | — | — | — | — | — |
| Cypress Point Wealth Management, LLC | 18.65K | — | — | — | — | — | — | — | — | — |
| Avior Wealth Management, LLC | 15.26K | — | — | — | — | — | — | — | — | — |
| Cloud Capital Management, LLC | 11.79K | — | — | — | — | — | — | — | — | — |
| ERn Financial, LLC | 10.81K | — | — | — | — | — | — | — | — | — |
| LAM GROUP, INC. | 9.85K | — | — | — | — | — | — | — | — | — |
| Plancorp, LLC | 8.06K | — | — | — | — | — | — | — | — | — |
| Kane Co Wealth Management, Inc. | 5.82K | — | — | — | — | — | — | — | — | — |
| B&D White Capital Company, LLC | 5.47K | — | — | — | — | — | — | — | — | — |
| CARDIFF PARK ADVISORS, LLC | 5.22K | — | — | — | — | — | — | — | — | — |
| Mills Wealth Advisors LLC | 4.21K | — | — | — | — | — | — | — | — | — |
| OneDigital Investment Advisors LLC | 3.76K | — | — | — | — | — | — | — | — | — |
| Evanson Financial, LLC | 2.94K | — | — | — | — | — | — | — | — | — |
| Ares Financial Consulting, LLC | 2.43K | — | — | — | — | — | — | — | — | — |