# AMERICAN CENTY ETF TR (AVUS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVUS/

- Reporting holders: 29
- Reported value: $716.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Oak Root LLC](https://holderbook.com/funds/2027377-oak-root-llc/) | $372.2M | 2,905,949 | 41.0% | 12 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $116.7M | 910,991 | 7.5% | 27 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $70.1M | 547,307 | 1.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $24.0M | 187,105 | 0.7% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $23.0M | 176,975 | 0.3% | 21 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $21.5M | 168,218 | 0.9% | 15 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $17.3M | 135,427 | 1.3% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $12.6M | 97,159 | 0.3% | 18 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $10.5M | 82,060 | 3.4% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.5M | 81,781 | 0.1% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $9.1M | 71,166 | 0.8% | 27 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $7.4M | 57,950 | 1.6% | 24 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $5.3M | 41,265 | 3.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.0M | 38,679 | 1.4% | 7 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $3.1M | 24,062 | 1.8% | 4 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $2.1M | 16,442 | 1.0% | 10 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.4M | 11,290 | 0.3% | 12 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $997.4K | 7,787 | 0.2% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $600.5K | 4,688 | 0.0% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $584.5K | 4,563 | 0.1% | 2 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $574.8K | 4,487 | 0.4% | 7 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $531.1K | 4,146 | 0.1% | 3 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $506.5K | 3,954 | 0.1% | 16 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $302.7K | 2,362 | 0.1% | 1 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $211.2K | 1,649 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $716.4M |
| Q2 2026 | 588 | $12.3B |
| Q1 2026 | 556 | $9.4B |
| Q4 2025 | 522 | $44.7B |
| Q3 2025 | 482 | $7.9B |
| Q2 2025 | 476 | $7.2B |
| Q1 2025 | 447 | $6.1B |
| Q4 2024 | 431 | $6.2B |
| Q3 2024 | 379 | $5.6B |
| Q2 2024 | 365 | $6.3B |
| Q1 2024 | 354 | $5.4B |
| Q4 2023 | 341 | $4.6B |