AVLC · Insider trading · 13F holders · Congress trades
American Centy ETF Tr (AVLC)
Who is buying and selling AVLC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 37
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AVLC at a glance
- No open-market insider purchases or sales of AVLC were filed in the last 90 days.
- 37 13F filers hold AVLC among their 50 largest positions, worth $928.7M combined. The biggest bets by portfolio weight are Ridgeline Wealth, LLC (24.1%), Oak Root LLC (20.0%) and Networth Advisors, LLC (13.6%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in AVLC.
AVLC insider trading
No open-market insider purchases or sales of AVLC were filed in the last 90 days.
Who owns AVLC? Hedge funds and superinvestors
37 13F filers hold AVLC among their 50 largest positions, worth $928.7M combined. The biggest bets by portfolio weight are Ridgeline Wealth, LLC (24.1%), Oak Root LLC (20.0%) and Networth Advisors, LLC (13.6%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Oak Root LLCWealth manager | 20.0% | $181.3M | 2,008,725 | +0.0% shares | Q3 2026 |
| Hills Bank & Trust CoBank & trust | 4.3% | $101.3M | 1,125,936 | -5.3% shares | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 4.7% | $75.7M | 841,598 | +13.0% shares | Q2 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 7.3% | $66.5M | 739,705 | -7.6% shares | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLCWealth manager | 1.1% | $48.9M | 541,694 | +9.8% shares | Q3 2026 |
| Cypress Point Wealth Management, LLCWealth manager | 8.8% | $43.4M | 482,866 | -2.9% shares | Q2 2026 |
| Ridgeline Wealth, LLCWealth manager | 24.1% | $42.6M | 462,669 | +2.7% shares | Q3 2026 |
| Global Strategic Investment Solutions, LLCWealth manager | 3.3% | $37.2M | 412,628 | -0.5% shares | Q3 2026 |
| Simplicity Wealth,LLCInstitutional asset manager | 1.0% | $35.8M | 396,158 | +4.2% shares | Q3 2026 |
| Well Done, LLCWealth manager | 4.6% | $33.7M | 372,992 | +2.6% shares | Q3 2026 |
| Networth Advisors, LLCWealth manager | 13.6% | $23.3M | 259,352 | +6.9% shares | Q2 2026 |
| Financial Insights, Inc.Wealth manager | 5.4% | $21.1M | 233,652 | +13.2% shares | Q3 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 1.1% | $20.6M | 228,649 | +2.2% shares | Q2 2026 |
| Uptick Partners, LLCWealth manager | 3.0% | $19.5M | 216,968 | +137.6% shares | Q2 2026 |
| Buttonwood Financial Group, LLCWealth manager | 7.9% | $15.7M | 170,118 | +0.2% shares | Q3 2026 |
| Prosperity Planning, Inc.Wealth manager | 4.6% | $14.7M | 162,333 | +7.3% shares | Q3 2026 |
| Strategic Blueprint, LLCWealth manager | 0.7% | $13.6M | 150,559 | +3.6% shares | Q3 2026 |
| Arcadia Investment Advisors LLCWealth manager | 5.4% | $13.0M | 144,311 | -0.9% shares | Q3 2026 |
| Mendota Financial Group, LLCWealth manager | 7.6% | $12.3M | 135,835 | +24.8% shares | Q3 2026 |
| Western Reserve Capital Management, LLCWealth manager | 8.5% | $12.0M | 133,267 | +0.9% shares | Q3 2026 |
| B&D White Capital Company, LLCWealth manager | 1.1% | $11.4M | 126,616 | — | Q2 2026 |
| Herold Advisors, Inc.Wealth manager | 2.1% | $10.5M | 116,804 | +7.5% shares | Q3 2026 |
| Haven Private, LLCWealth manager | 4.0% | $10.2M | 112,554 | +9.5% shares | Q3 2026 |
| Dogwood Wealth Management LLCWealth manager | 3.9% | $9.8M | 109,391 | -5.6% shares | Q2 2026 |
| Waterfront Wealth Inc.Wealth manager | 1.5% | $9.4M | 104,343 | +134.2% shares | Q2 2026 |
| Canvas Wealth Advisors, LLCWealth manager | 1.2% | $8.3M | 91,889 | +5.1% shares | Q2 2026 |
| ShankerValleau Wealth Advisors, Inc.Wealth manager | 2.1% | $7.8M | 86,643 | -2.3% shares | Q3 2026 |
| Schwarz Dygos Wheeler Investment Advisors LLCWealth manager | 1.4% | $7.6M | 84,292 | +0.9% shares | Q2 2026 |
| Private Wealth Asset Management, LLCWealth manager | 0.6% | $5.9M | 65,534 | +17.2% shares | Q2 2026 |
| BFI Wealth Solutions, LLCWealth manager | 3.7% | $5.4M | 59,643 | +28.4% shares | Q3 2026 |
The 30 largest of 37 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 17). Screen AVLC in the grand portfolio →
AVLC stock trades by members of Congress
No member of Congress has disclosed a trade in AVLC.
AVLC questions and answers
Are insiders buying AVLC stock?
No open-market insider purchases or sales of AVLC were filed in the last 90 days.
Which hedge funds own AVLC?
37 13F filers hold AVLC among their 50 largest positions, worth $928.7M combined. The biggest bets by portfolio weight are Ridgeline Wealth, LLC (24.1%), Oak Root LLC (20.0%) and Networth Advisors, LLC (13.6%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded AVLC?
No member of Congress has disclosed a trade in AVLC.
Who is the largest holder of AVLC?
Among 13F filers, Oak Root LLC reports the largest AVLC position, $181.3M (2,008,725 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Ridgeline Wealth, LLC's: 24.1% of its portfolio.
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