AMERICAN CENTY ETF TR (AVMU)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
38
Reporting holders
$99.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $41.8M | 897,426 | 0.01% | 22q | +6.1%+$2.4M |
| 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 |
| 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 |
| HRT FINANCIAL LP | $411 | 8,844 | 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 | 38 | $99.3M | 2,135,066 | 6 | 13 | 9 | 0.0% |
| Q1 2026 | 37 | $91.1M | 1,987,587 | 4 | 14 | 9 | 0.0% |
| Q4 2025 | 37 | $90.0M | 1,945,393 | 4 | 11 | 9 | 0.0% |
| Q3 2025 | 32 | $85.5M | 1,874,676 | 5 | 8 | 12 | 0.0% |
| Q2 2025 | 28 | $81.8M | 1,828,791 | 1 | 9 | 9 | 0.0% |
| Q1 2025 | 35 | $96.3M | 2,116,617 | 5 | 8 | 12 | 0.0% |
| Q4 2024 | 39 | $101.8M | 2,207,558 | 4 | 14 | 6 | 0.0% |
| Q3 2024 | 36 | $96.4M | 2,054,295 | 6 | 11 | 6 | 0.0% |
| Q2 2024 | 29 | $90.5M | 1,960,753 | 5 | 10 | 3 | 0.0% |
| Q1 2024 | 29 | $94.2M | 2,023,044 | 3 | 8 | 6 | 0.0% |
| Q4 2023 | 29 | $93.4M | 1,991,306 | 12 | 7 | 2 | 0.0% |
| Q3 2023 | 18 | $59.4M | 1,338,708 | 4 | 8 | 3 | 0.0% |
| Q2 2023 | 19 | $59.4M | 1,287,862 | 1 | 6 | 5 | 0.0% |
| Q1 2023 | 20 | $65.5M | 1,405,999 | 3 | 9 | 3 | 0.0% |
| Q4 2022 | 16 | $37.7M | 824,659 | 4 | 5 | 1 | 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% |