AMERICAN CENTY ETF TR (AVSU)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
89
Reporting holders
$329.2M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| MASECO LLP | $115.6M | 1,305,465 | 3.25% | 2q | +1.0%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $36.5M | 411,854 | 0.02% | 5q | +122.9%+$20.1M |
| Highland Financial Advisors, LLC | $15.5M | 175,042 | 3.41% | 16q | +15.9%+$2.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 137,229 | 0.02% | 13q | -2.0%-$243.1K |
| LPL Financial LLC | $11.1M | 125,783 | 0.00% | 12q | -4.7%-$552.9K |
| Waverly Advisors, LLC | $11.0M | 124,225 | 0.06% | 13q | -3.3%-$373.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 123,295 | 0.02% | 6q | -0.9%-$99.1K |
| Corient Private Wealth LP | $9.9M | 111,446 | 0.01% | 15q | +16.6%+$1.4M |
| Focus Partners Wealth | $5.8M | 65,451 | 0.01% | 6q | -81.4%-$25.3M |
| Freedom Day Solutions, LLC | $5.6M | 63,253 | 1.24% | new | NEW |
| Clarity Asset Management, Inc. | $5.6M | 63,109 | 2.74% | 11q | -51.0%-$5.8M |
| Trailhead Planners LLC | $4.6M | 52,165 | 4.46% | 3q | -52.3%-$5.1M |
| AlTi Global, Inc. | $4.5M | 50,529 | 0.09% | 5q | HELD |
| Northland Capital Management LLC | $3.9M | 44,191 | 2.11% | 16q | -38.5%-$2.4M |
| Greenspring Advisors, LLC | $3.8M | 42,515 | 0.21% | 3q | -1.6%-$60.2K |
| EP Wealth Advisors, LLC | $3.5M | 39,439 | 0.01% | 2q | +4.8%+$161.3K |
| Mariner, LLC | $3.4M | 38,189 | 0.00% | 12q | -1.1%-$36.6K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 37,851 | 0.00% | 10q | +7.6%+$235.5K |
| Modern Wealth Management, LLC | $3.0M | 33,761 | 0.04% | 3q | +60.7%+$1.1M |
| AWM CAPITAL, LLC | $2.9M | 33,091 | 0.23% | 15q | HELD |
| HighTower Advisors, LLC | $2.9M | 32,262 | 0.00% | 17q | -14.0%-$464.2K |
| Trellis Wealth Advisors LLC | $2.8M | 31,912 | 0.97% | 12q | HELD |
| TRUIST FINANCIAL CORP | $2.8M | 31,786 | 0.00% | 10q | +9.2%+$237.7K |
| Vestment Financial LLC | $2.6M | 29,043 | 1.15% | 7q | +9.8%+$227.3K |
| Hill Investment Group Partners, LLC | $2.4M | 26,689 | 0.24% | 15q | HELD |
| Savant Capital, LLC | $2.1M | 23,443 | 0.01% | 4q | -7.5%-$168.1K |
| BFSG, LLC | $1.9M | 21,886 | 0.17% | 10q | +0.7%+$13.8K |
| Diversified Portfolios, Inc. | $1.9M | 21,393 | 0.14% | 16q | HELD |
| Kelman-Lazarov, Inc. | $1.9M | 21,187 | 0.25% | 11q | +0.6%+$11.3K |
| HB Wealth Management, LLC | $1.9M | 21,132 | 0.01% | 6q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $1.9M | 20,916 | 0.19% | new | NEW |
| Burton Enright Welch | $1.7M | 19,135 | 0.20% | 9q | -1.2%-$20.4K |
| VISTA CAPITAL PARTNERS, INC. | $1.6M | 18,191 | 0.14% | 15q | HELD |
| Orion Porfolio Solutions, LLC | $1.6M | 17,828 | 0.01% | 10q | -6.5%-$109.7K |
| Bridgewater Advisors Inc. | $1.4M | 16,190 | 0.08% | 6q | +3.8%+$53.2K |
| Financial Plan, Inc. | $1.3M | 14,249 | 0.12% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 13,069 | 0.00% | 5q | -70.8%-$2.8M |
| Passive Capital Management, LLC. | $1.0M | 13,564 | 0.32% | new | NEW |
| FMB WEALTH MANAGEMENT | $1.0M | 11,581 | 0.38% | 15q | HELD |
| ABLE Financial Group, LLC | $987.1K | 11,151 | 0.17% | 9q | -2.3%-$23.5K |
| Focus Partners Advisor Solutions, LLC | $955.0K | 10,788 | 0.01% | 4q | -1.2%-$11.7K |
| LexAurum Advisors, LLC | $940.9K | 10,629 | 0.11% | 9q | +7.2%+$63.5K |
| Beacon Pointe Advisors, LLC | $849.8K | 9,600 | 0.00% | 2q | HELD |
| Kestra Advisory Services, LLC | $820.7K | 9,272 | 0.00% | 3q | +143.2%+$483.2K |
| Orion Capital Management LLC | $817.7K | 9,238 | 0.25% | 13q | HELD |
| EnRich Financial Partners LLC | $756.9K | 8,551 | 0.18% | 6q | -5.7%-$45.5K |
| Signature Resources Capital Management, LLC | $745.3K | 8,420 | 0.29% | 11q | HELD |
| MORGAN STANLEY | $740.8K | 8,369 | 0.00% | 7q | -61.3%-$1.2M |
| Oak Wealth Advisors LLC | $673.5K | 7,608 | 0.32% | 7q | -11.9%-$90.9K |
| QUARRY HILL ADVISORS, LLC | $643.6K | 7,271 | 0.25% | 11q | -4.4%-$29.7K |
| Wealth Enhancement Trust Services, Inc. | $642.4K | 7,889 | 0.04% | 3q | +112.8%+$340.4K |
| GTS SECURITIES LLC | $615.0K | 6,948 | 0.01% | new | NEW |
| Trademark Financial Management, LLC | $563.4K | 6,365 | 0.23% | 11q | -4.4%-$25.9K |
| Henrickson Nauta Wealth Advisors, Inc. | $539.2K | 6,091 | 0.13% | 5q | HELD |
| Torren Management, LLC | $524.7K | 5,928 | 0.27% | 3q | HELD |
| Austin Asset Management Co Inc | $523.2K | 5,910 | 0.07% | 6q | HELD |
| CITADEL ADVISORS LLC | $519.3K | 5,867 | 0.00% | 3q | +16.6%+$73.8K |
| TWO SIGMA INVESTMENTS, LP | $495.7K | 5,600 | 0.00% | new | NEW |
| Tortoise Investment Management, LLC | $470.9K | 5,320 | 0.04% | 17q | HELD |
| Sprinkle Financial Consultants LLC | $463.7K | 5,239 | 0.18% | 10q | HELD |
| Plancorp, LLC | $460.4K | 5,250 | 0.01% | 15q | HELD |
| TCI Wealth Advisors, Inc. | $444.1K | 5,017 | 0.02% | 15q | HELD |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $439.6K | 4,967 | 0.34% | 3q | +2.8%+$11.9K |
| Team Hewins, LLC | $428.4K | 4,840 | 0.12% | 5q | HELD |
| Pacific Asset Management, LLC | $423.5K | 4,784 | 0.21% | 7q | -1.9%-$8.3K |
| Cetera Investment Advisers | $384.2K | 4,340 | 0.00% | 4q | -1.8%-$7.2K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $358.1K | 4,045 | 0.07% | 8q | HELD |
| CORRECT CAPITAL WEALTH MANAGEMENT | $344.3K | 3,890 | 0.06% | 8q | HELD |
| Sanchez Levi Garrett | $323.3K | 3,652 | 0.18% | 2q | +19.5%+$52.7K |
| Indivisible Partners | $323.0K | 3,649 | 0.02% | 2q | HELD |
| Werba Rubin Papier Wealth Management | $320.8K | 3,625 | 0.04% | 2q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $310.8K | 3,508 | 0.00% | new | NEW |
| MONETA GROUP INVESTMENT ADVISORS LLC | $246.4K | 2,784 | 0.00% | 9q | HELD |
| WealthCollab, LLC | $246.0K | 2,779 | 0.09% | 11q | +67.9%+$99.5K |
| True Wealth Design, LLC | $236.9K | 2,676 | 0.06% | 6q | +12.7%+$26.7K |
| CURIO WEALTH, LLC | $228.2K | 2,578 | 0.07% | 7q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $216.2K | 2,442 | 0.00% | new | NEW |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $214.7K | 2,425 | 0.06% | new | NEW |
| OSAIC HOLDINGS, INC. | $194.3K | 2,195 | 0.00% | 14q | +8.4%+$15.1K |
| Farther Finance Advisors, LLC | $139.4K | 1,575 | 0.00% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $106.6K | 1,204 | 0.03% | 6q | +19.1%+$17.1K |
| Fort Vancouver Investment Management, LLC | $71.4K | 807 | 0.03% | 6q | +14.8%+$9.2K |
| ROYAL BANK OF CANADA | $52.0K | 583 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $46.9K | 534 | 0.00% | 2q | -48.4%-$43.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.1K | 487 | 0.00% | new | NEW |
| Asset Dedication, LLC | $33.2K | 375 | 0.00% | 14q | -31.7%-$15.4K |
| Allworth Financial LP | $32.0K | 361 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $17.9K | 203 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $12.6K | 142 | 0.01% | new | NEW |
| Silver Oak Advisory Group, Inc. | $567 | 6,409 | 0.22% | new | NEW |
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 | 89 | $329.2M | 3,721,110 | 13 | 23 | 26 | 0.0% |
| Q1 2026 | 82 | $282.8M | 3,817,464 | 8 | 28 | 24 | 0.0% |
| Q4 2025 | 75 | $217.0M | 2,838,192 | 5 | 26 | 17 | 0.0% |
| Q3 2025 | 71 | $191.1M | 2,597,577 | 7 | 19 | 23 | 0.0% |
| Q2 2025 | 68 | $249.4M | 3,633,846 | 5 | 28 | 15 | 0.0% |
| Q1 2025 | 67 | $143.5M | 2,299,150 | 12 | 28 | 15 | 0.0% |
| Q4 2024 | 59 | $124.9M | 1,889,071 | 3 | 21 | 11 | 0.0% |
| Q3 2024 | 51 | $111.0M | 1,701,014 | 4 | 18 | 11 | 0.0% |
| Q2 2024 | 50 | $103.2M | 1,670,578 | 6 | 20 | 9 | 0.0% |
| Q1 2024 | 43 | $87.9M | 1,432,016 | 9 | 10 | 10 | 0.0% |
| Q4 2023 | 37 | $81.1M | 1,442,649 | 7 | 11 | 7 | 0.0% |
| Q3 2023 | 28 | $52.0M | 1,048,550 | 3 | 9 | 6 | 0.0% |
| Q2 2023 | 28 | $50.7M | 982,409 | 2 | 11 | 5 | 0.0% |
| Q1 2023 | 28 | $40.4M | 835,946 | 4 | 11 | 5 | 0.0% |
| Q4 2022 | 24 | $55.4M | 1,210,746 | 15 | 2 | 2 | 0.0% |
| Q3 2022 | 11 | $19.1M | 448,921 | 5 | 5 | 1 | 0.0% |
| Q2 2022 | 8 | $5.5M | 124,543 | 8 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $1.1M | 20,560 | 1 | 0 | 0 | 0.0% |