AVEE · American Century Small Cap Growth Insights ETF
$69.85
+0.56 (+0.81%)
At close · Aug 27
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $17,738,724
Total Shares: 353,347
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
75.5%
+1.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,070
Highly concentrated+297
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
2
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+1
Institutional value:
+69.2%
Shares held:
+33.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega AMERICAN CENTURY COMPANIES INC | +70,638 | 266,798 | |
| Mid Visionary Wealth Advisors | +36,391 | 64,480 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large AE Wealth Management LLC | 21,072 | $1,057,856 | |
| Micro Lloyd Advisory Services, LLC. | 878 | $44,077 | |
| Micro Kingdom Financial Group LLC. | 119 | $5,974 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Fortis Group Advisors, LLC | 32,720 | $1,296,562 | |
| Mega CITADEL ADVISORS LLC | 7,564 | $299,731 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega AMERICAN CENTURY COMPANIES INC | $13,393,793 | 75.51% | 266,798 | Shares | 2026-08-12 | |
| Mid Visionary Wealth Advisors | $3,237,024 | 18.25% | 64,480 | Shares | 2026-08-13 | |
| Large AE Wealth Management LLC | $1,057,856 | 5.96% | 21,072 | Shares | 2026-08-03 | |
| Micro Lloyd Advisory Services, LLC. | $44,077 | 0.25% | 878 | Shares | 2026-08-07 | |
| Micro Kingdom Financial Group LLC. | $5,974 | 0.03% | 119 | Shares | 2026-08-07 |
Key facts
CIK
1710607
CUSIP
02507A705
13F (30d)
5 filings
5 filers