Security Snapshot

AMERICAN CENTURY ETF TRUST - Exchange Traded Fund (AVIE) Institutional Ownership

CUSIP: 025072240

13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

6

Shares (Excl. Options)

37,392

Price

$72.97

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-2,000
Value change
-$119,210
Number of holders
6
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
79,411
SEC-reported price per share
$75.57
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AVIE - AMERICAN CENTURY ETF TRUST - Exchange Traded Fund is tracked under CUSIP 025072240.
  • 6 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 6 to 3 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $2,714,711 to $1,984,341.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 6 institutions filings for Q1 2026.

Open SEC evidence

Security key

025072240

Latest holder period

Q1 2026

13F holders

6

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
AVIE
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Verus Financial Partners, Inc. 5.6% $253,835 4,447 Verus Financial Partners, Inc. 07 Mar 2023

As of 31 Mar 2026, 6 institutional investors reported holding 37,392 shares of AMERICAN CENTURY ETF TRUST - Exchange Traded Fund (AVIE). This represents 47% of the company’s total 79,411 outstanding shares.

13F concentration

Top 7 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
47%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Plancorp, LLC 27% 21,457 0% 0.04% $1,554,815
CITADEL ADVISORS LLC 12% 9,506 +17% 0% $693,678
Verus Financial Partners, Inc. 5.6% 4,447 0% 0.03% $321,587
ELEVATE WEALTH ADVISORY, INC 1.9% 1,479 -10% 0.07% $107,926
UBS Group AG 0.41% 323 0% $23,570
LAM GROUP, INC. 0.23% 180 0.01% $13,135
Geneos Wealth Management Inc. 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
16
Latest
Q1 2026
Rows shown
1-16 of 16
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 26,109 $1,984,341 +$1,859 $74.35 3
2026 Q1 37,392 $2,714,711 -$119,210 $72.97 6
2025 Q4 39,392 $2,608,149 -$337,648 $65.78 5
2025 Q3 44,525 $2,807,264 -$362,721 $63.05 5
2025 Q2 50,278 $3,070,285 +$958,775 $61.02 5
2025 Q1 34,566 $2,207,895 +$121,300 $64.43 6
2024 Q4 32,885 $1,977,930 +$345,182 $60.14 5
2024 Q3 27,142 $1,750,656 -$398,501 $64.47 5
2024 Q2 33,562 $2,083,427 +$19,989 $62.08 6
2024 Q1 33,240 $2,102,097 +$35,398 $63.24 5
2023 Q4 32,689 $1,889,178 -$195,329 $57.69 6
2023 Q3 36,075 $2,047,754 -$18,956 $56.75 5
2023 Q2 36,409 $2,007,195 -$15,721,235 $54.88 5
2023 Q1 320,287 $17,744,680 +$7,867,053 $55.40 6
2022 Q4 178,289 $10,262,236 +$9,166,774 $57.56 5
2022 Q3 16,751 $835,000 +$835,000 $49.85 1
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