AMERICAN CENTY ETF TR (AVUQ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
27
Reporting holders
$248.7M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | $62.4M | 945,545 | 0.23% | 6q | -18.9%-$14.5M |
| AMERICAN CENTURY COMPANIES INC | $60.1M | 910,888 | 0.03% | 2q | +1.1%+$641.3K |
| B&D White Capital Company, LLC | $21.3M | 322,988 | 2.12% | new | NEW |
| Bridgewater Advisors Inc. | $19.1M | 286,749 | 1.04% | new | NEW |
| Strategic Blueprint, LLC | $18.0M | 273,432 | 0.90% | 3q | +2.7%+$479.0K |
| Kooman & Associates | $15.3M | 231,427 | 4.10% | new | NEW |
| Torren Management, LLC | $12.9M | 195,207 | 6.55% | 3q | +0.6%+$74.2K |
| NewEdge Advisors, LLC | $10.8M | 164,235 | 0.03% | 2q | +34.5%+$2.8M |
| TrustWell Financial Advisors, LLC | $9.6M | 144,823 | 8.11% | 3q | -7.7%-$795.1K |
| EnRich Financial Partners LLC | $6.8M | 103,685 | 1.63% | 3q | +143.5%+$4.0M |
| Three Arch Wealth Management LLC | $3.8M | 57,916 | 0.59% | 3q | HELD |
| True Wealth Design, LLC | $1.8M | 26,921 | 0.42% | 5q | -3.3%-$60.7K |
| Tortoise Investment Management, LLC | $1.2M | 18,500 | 0.09% | 2q | HELD |
| LEGACY FINANCIAL GROUP, INC. | $917.3K | 13,899 | 0.21% | 5q | +1.4%+$12.5K |
| Herold Advisors, Inc. | $891.0K | 13,526 | 0.18% | 5q | +27.1%+$190.2K |
| BANK OF MONTREAL /CAN/ | $849.5K | 12,871 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $682.2K | 10,336 | 0.00% | 4q | -6.9%-$50.7K |
| Haven Private, LLC | $472.3K | 7,156 | 0.18% | 3q | -42.8%-$352.9K |
| LPL Financial LLC | $399.0K | 6,045 | 0.00% | new | NEW |
| Orion Capital Management LLC | $326.0K | 4,940 | 0.10% | 3q | +24600.0%+$324.7K |
| Plancorp, LLC | $321.9K | 4,875 | 0.01% | 4q | +10.9%+$31.7K |
| Sankala Group LLC | $317.6K | 4,740 | 0.21% | 3q | +237.1%+$223.4K |
| Tyche Wealth Partners LLC | $248.5K | 3,765 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $57.4K | 870 | 0.00% | new | NEW |
| AE Wealth Management LLC | $10.6K | 160 | 0.00% | new | NEW |
| LAM GROUP, INC. | $1.6K | 25 | 0.00% | 2q | +400.0%+$1.3K |
| Beaird Harris Wealth Management, LLC | $9 | 0 | 0.00% | 4q | HELD |
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 | 27 | $248.7M | 3,765,524 | 8 | 11 | 5 | 0.0% |
| Q1 2026 | 19 | $163.7M | 2,884,688 | 4 | 10 | 0 | 0.0% |
| Q4 2025 | 17 | $113.9M | 1,893,102 | 5 | 3 | 2 | 0.0% |
| Q3 2025 | 10 | $74.4M | 1,252,612 | 5 | 2 | 2 | 0.0% |
| Q2 2025 | 6 | $65.9M | 1,219,627 | 5 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $10.1M | 207,239 | 2 | 0 | 0 | 0.0% |