# AMERICAN CENTY ETF TR AVANTIS MODERAT

AMERICAN CENTY ETF TR AVANTIS MODERAT is a security (CUSIP 025072182) tracked across SEC portfolio filings. 24 institutional managers reported $27.9M on Form 13F as of 2026-06-30.

## Summary

- Issuer: AMERICAN CENTY ETF TR
- Class: AVANTIS MODERAT
- CUSIP: 025072182
- 13F holders: 24
- 13F value: $27.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 24 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Cogent Private Wealth, Inc.](https://search.stillhousedata.com/firm/319092) | ORLANDO, FL | $10.6M | 145,179 |
| Great Point Wealth Advisors, LLC | BOSTON, MA | $6.6M | 90,833 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $2.4M | 35,804 |
| CROSSPOINT FINANCIAL, LLC | TUSTIN, CA | $1.4M | 21,170 |
| [DIVERSIFY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/329878) | SANDY, UT | $1.2M | 16,395 |
| [Vawter Financial, Ltd.](https://search.stillhousedata.com/firm/108830) | COLUMBUS, OH | $1.1M | 15,652 |
| [Integrity Wealth Solutions LLC](https://search.stillhousedata.com/firm/284862) | DENVER, CO | $1.1M | 14,988 |
| Versant Capital Management, Inc | PHOENIX, AZ | $801K | 10,983 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $686K | 10,199 |
| [Plancorp, LLC](https://search.stillhousedata.com/firm/106599) | Saint Louis, MO | $286K | 3,950 |
| Arlington Financial Advisors, LLC | SANTA BARBARA, CA | $272K | 3,729 |
| marrick wealth, LLC | IRVINE, CA | $249K | 3,418 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $245K | 3,366 |
| Werba Rubin Papier Wealth Management | SAN JOSE, CA | $227K | 3,113 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $215K | 2,951 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/025072182.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.