AMERICAN CENTURY ETF TRUST - AVEE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 92,165 | 5,751,322 | 3.99% | — | 1 | +92,165 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 223,160 | 13,927 | 0.01% | 0.0% | 2 | +111,514 | 99.88% | Q4 2025 | Feb 13, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 107,357 | 6,700 | 0.31% | 0.27% | 3 | +19,226 | 21.82% | Q4 2025 | Jan 29, 2026 |
| Timonier Family Office, LTD. | History | Added to | 78,632 | 4,907 | 1.56% | 1.55% | 4 | +5,028 | 6.83% | Q4 2025 | Feb 04, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 26,397 | 1,781 | 0.74% | 0.78% | 5 | -731 | -2.69% | Q4 2025 | Feb 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 22,944 | 1,431 | 0.14% | 0.16% | 6 | -1,808 | -7.3% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,378 | 1,147 | 0.04% | 0.04% | 7 | -761 | -3.98% | Q4 2025 | Jan 06, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 15,337 | 957 | 0.38% | 0.42% | 8 | -698 | -4.35% | Q4 2025 | Jan 27, 2026 |
| CAP Partners, LLC | History | Added to | 13,771 | 859 | 0.49% | 0.49% | 9 | +249 | 1.84% | Q4 2025 | Feb 04, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 13,465 | 840 | 0.18% | 0.12% | 10 | +4,352 | 47.76% | Q4 2025 | Feb 02, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,015 | 812 | 0.07% | 0.05% | 11 | +4,109 | 46.14% | Q4 2025 | Feb 06, 2026 |
| Three Arch Wealth Management LLC | History | New | 12,272 | 765 | 0.14% | — | 12 | +12,272 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,052 | 752 | 0.02% | — | 13 | +12,052 | New | Q4 2025 | Feb 17, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 11,259 | 702 | 0.19% | 0.08% | 14 | +7,495 | 199.12% | Q4 2025 | Feb 10, 2026 |
| ERn Financial, LLC | History | Added to | 10,189 | 635 | 0.12% | 0.12% | 15 | +1,050 | 11.49% | Q4 2025 | Jan 15, 2026 |
| LAM GROUP, INC. | History | Added to | 8,840 | 551 | 0.32% | 0.33% | 16 | +430 | 5.11% | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 7,791 | 486 | 0.23% | 0.23% | 17 | +987 | 14.51% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,586 | 473 | 0.0% | 0.0% | 18 | -7,437 | -49.5% | Q4 2025 | Mar 25, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 5,214 | 325 | 0.03% | 0.03% | 19 | +6 | 0.12% | Q4 2025 | Feb 17, 2026 |
| B&D White Capital Company, LLC | History | New | 4,932 | 307 | 0.04% | — | 20 | +4,932 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,142 | 258 | 0.0% | — | 21 | +4,142 | New | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | New | 4,110 | 256 | 0.01% | — | 22 | +4,110 | New | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,252 | 202 | 0.0% | 0.0% | 23 | +21 | 0.65% | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | New | 208 | 12 | 0.0% | — | 24 | +208 | New | Q4 2025 | Jan 23, 2026 |
| Ares Financial Consulting, LLC | History | New | 73 | 4 | 0.0% | — | 25 | +73 | New | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,138 | -100.0% | Q3 2025 | Nov 14, 2025 |