AMERICAN CENTY ETF TR (AVMU)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
39
Reporting holders
$141.5M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $83.6M | 1,794,852 | 0.01% | 22q | +112.1%+$44.2M |
| Beaird Harris Wealth Management, LLC | $7.9M | 170,145 | 0.50% | 11q | -7.6%-$654.1K |
| Plancorp, LLC | $6.7M | 144,818 | 0.16% | 21q | HELD |
| SAX WEALTH ADVISORS, LLC | $6.2M | 134,888 | 0.25% | 5q | +20.6%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 80,694 | 0.00% | 16q | -0.7%-$26.3K |
| LPL Financial LLC | $3.3M | 71,256 | 0.00% | 15q | +2.7%+$87.6K |
| Savant Capital, LLC | $3.2M | 69,215 | 0.01% | 4q | -3.1%-$104.8K |
| Tortoise Investment Management, LLC | $3.2M | 68,554 | 0.24% | 20q | +7.7%+$229.4K |
| Align Financial, LLC | $2.8M | 60,255 | 1.39% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.5M | 53,579 | 0.04% | new | NEW |
| Visionary Wealth Advisors | $2.4M | 52,348 | 0.10% | 11q | +1.1%+$27.2K |
| EJMK Ventures LLC | $2.2M | 46,877 | 0.99% | 3q | +46.4%+$692.0K |
| Financial Engines Advisors L.L.C. | $2.1M | 44,362 | 0.00% | 10q | -2.1%-$44.5K |
| IHT Wealth Management, LLC | $2.0M | 42,956 | 0.04% | new | NEW |
| L.K. Benson & Company, P.C. | $1.1M | 23,286 | 0.33% | 7q | -5.5%-$63.0K |
| NewEdge Advisors, LLC | $965.1K | 20,717 | 0.00% | 6q | +0.8%+$8.1K |
| MML INVESTORS SERVICES, LLC | $847.0K | 18,181 | 0.00% | 5q | +219.5%+$581.9K |
| Landmark Wealth Management, LLC | $805.6K | 17,293 | 0.19% | 12q | +0.7%+$5.2K |
| Mattern Wealth Management LLC | $626.0K | 13,437 | 0.10% | 3q | HELD |
| Crews Bank & Trust | $622.8K | 13,369 | 0.08% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $617.0K | 13,246 | 0.06% | 2q | +6.8%+$39.1K |
| Financial Plan, Inc. | $546.4K | 11,730 | 0.05% | 3q | +1.1%+$6.1K |
| Mutual Advisors, LLC | $449.2K | 9,642 | 0.01% | 16q | HELD |
| HRT FINANCIAL LP | $411.0K | 8,844 | 0.00% | new | NEW |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $363.5K | 7,802 | 0.09% | 12q | HELD |
| Kestra Advisory Services, LLC | $350.6K | 7,526 | 0.00% | 3q | +15.5%+$47.0K |
| Hill Investment Group Partners, LLC | $341.6K | 7,333 | 0.03% | 11q | -12.8%-$50.2K |
| Argent Trust Co | $326.1K | 7,000 | 0.01% | 6q | HELD |
| Wheels Up Wealth, Inc. | $266.0K | 5,711 | 0.23% | 2q | HELD |
| B&D White Capital Company, LLC | $261.5K | 5,614 | 0.03% | new | NEW |
| Freedom Day Solutions, LLC | $215.6K | 4,629 | 0.05% | new | NEW |
| FAS Wealth Partners, Inc. | $210.8K | 4,526 | 0.01% | 10q | +1.5%+$3.0K |
| Fourth Dimension Wealth, LLC | $161.9K | 3,475 | 0.05% | 7q | -13.0%-$24.2K |
| Dogwood Wealth Management LLC | $93.3K | 2,002 | 0.04% | 11q | -32.6%-$45.0K |
| Farther Finance Advisors, LLC | $20.3K | 435 | 0.00% | 2q | HELD |
| Kings Path Partners LLC | $20.2K | 434 | 0.01% | new | NEW |
| Allworth Financial LP | $9.7K | 209 | 0.00% | 2q | HELD |
| UBS Group AG | $4.4K | 95 | 0.00% | new | NEW |
| MORGAN STANLEY | $70 | 1 | 0.00% | 8q | -99.1%-$7.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $141.5M | 3,041,336 | 7 | 13 | 9 | 0.0% |
| Q1 2026 | 38 | $91.7M | 2,000,885 | 4 | 14 | 10 | 0.0% |
| Q4 2025 | 38 | $92.0M | 1,989,493 | 4 | 12 | 9 | 0.0% |
| Q3 2025 | 34 | $89.6M | 1,964,124 | 5 | 8 | 13 | 0.0% |
| Q2 2025 | 34 | $89.9M | 2,009,530 | 2 | 13 | 10 | 0.0% |
| Q1 2025 | 40 | $103.6M | 2,277,799 | 6 | 10 | 14 | 0.0% |
| Q4 2024 | 43 | $109.9M | 2,383,013 | 4 | 15 | 9 | 0.0% |
| Q3 2024 | 40 | $105.3M | 2,243,497 | 6 | 14 | 7 | 0.0% |
| Q2 2024 | 33 | $98.2M | 2,129,342 | 5 | 11 | 6 | 0.0% |
| Q1 2024 | 33 | $102.7M | 2,204,853 | 3 | 11 | 7 | 0.0% |
| Q4 2023 | 34 | $100.3M | 2,139,341 | 12 | 9 | 5 | 0.0% |
| Q3 2023 | 23 | $66.2M | 1,491,625 | 5 | 11 | 4 | 0.0% |
| Q2 2023 | 23 | $66.2M | 1,435,608 | 3 | 7 | 6 | 0.0% |
| Q1 2023 | 23 | $71.2M | 1,528,476 | 3 | 12 | 3 | 0.0% |
| Q4 2022 | 20 | $42.1M | 919,620 | 5 | 7 | 2 | 0.0% |
| Q3 2022 | 15 | $34.0M | 771,432 | 3 | 5 | 4 | 0.0% |
| Q2 2022 | 15 | $22.8M | 499,829 | 5 | 4 | 3 | 0.0% |
| Q1 2022 | 10 | $22.2M | 473,193 | 1 | 4 | 3 | 0.0% |
| Q4 2021 | 10 | $22.8M | 456,353 | 1 | 5 | 2 | 0.0% |
| Q3 2021 | 8 | $20.8M | 417,760 | 2 | 2 | 2 | 0.0% |
| Q2 2021 | 6 | $22.3M | 443,086 | 2 | 2 | 0 | 0.0% |
| Q1 2021 | 6 | $12.3M | 248,121 | 3 | 0 | 2 | 0.0% |
| Q4 2020 | 3 | $15.1M | 300,001 | 3 | 0 | 0 | 0.0% |