AMERICAN CENTY ETF TR (AVUS)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
567
Reporting holders
$11.8B
Reported value
0.0%
Held as options
+26
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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | $771.9M | 6,026,439 | 4.33% | 18q | +4.9%+$36.1M |
| AMERICAN CENTURY COMPANIES INC | $582.7M | 4,549,423 | 0.26% | 27q | +9.8%+$52.1M |
| Oak Root LLC | $372.2M | 2,905,949 | 41.07% | 11q | HELD |
| LPL Financial LLC | $325.5M | 2,541,722 | 0.07% | 22q | +6.4%+$19.6M |
| MASECO LLP | $304.6M | 2,377,661 | 8.56% | 2q | +1.7%+$5.0M |
| Corient Private Wealth LP | $282.9M | 2,208,500 | 0.18% | 15q | +65.0%+$111.4M |
| Annex Advisory Services, LLC | $259.4M | 2,025,359 | 4.43% | 11q | +5.0%+$12.3M |
| ENVESTNET ASSET MANAGEMENT INC | $257.3M | 2,009,207 | 0.06% | 22q | +9.7%+$22.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $251.6M | 1,964,184 | 0.16% | 7q | +97.5%+$124.2M |
| Focus Partners Wealth | $250.3M | 1,954,513 | 0.26% | 8q | HELD |
| FIFTH THIRD BANCORP | $225.9M | 1,764,029 | 0.37% | 3q | +220128.3%+$225.8M |
| Prime Capital Investment Advisors, LLC | $225.8M | 1,763,123 | 2.19% | new | NEW |
| HighTower Advisors, LLC | $201.4M | 1,572,782 | 0.20% | 26q | -2.5%-$5.1M |
| Financial Plan, Inc. | $182.9M | 1,428,195 | 17.36% | 3q | +2.5%+$4.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $180.9M | 1,412,717 | 0.23% | 27q | +4.3%+$7.5M |
| Great Point Wealth Advisors, LLC | $151.5M | 1,182,649 | 24.46% | 21q | +3.3%+$4.8M |
| Beacon Pointe Advisors, LLC | $144.2M | 1,125,582 | 0.67% | 4q | +3.2%+$4.5M |
| Modera Wealth Management, LLC | $137.9M | 1,076,358 | 1.47% | 19q | +4.7%+$6.2M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $130.1M | 1,015,751 | 9.29% | 12q | -3.6%-$4.9M |
| MORGAN STANLEY | $128.0M | 999,429 | 0.01% | 23q | +2.7%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $124.4M | 971,486 | 0.03% | 7q | +17.1%+$18.1M |
| BANK OF AMERICA CORP /DE/ | $123.9M | 967,372 | 0.01% | 18q | +10.5%+$11.8M |
| Creative Planning | $120.2M | 938,149 | 0.07% | 15q | -3.2%-$4.0M |
| Quantum Financial Advisors, LLC | $116.2M | 907,573 | 11.50% | 17q | +3.4%+$3.8M |
| Bank of New York Mellon Corp | $112.6M | 879,326 | 0.02% | 15q | +12.5%+$12.5M |
| RVW Wealth, LLC | $105.9M | 826,494 | 6.97% | 26q | +3.0%+$3.1M |
| Bridgewater Advisors Inc. | $104.8M | 810,647 | 5.72% | 15q | +6.3%+$6.3M |
| Cetera Investment Advisers | $104.6M | 816,548 | 0.10% | 10q | +41.1%+$30.4M |
| Werba Rubin Papier Wealth Management | $98.3M | 767,323 | 11.93% | 2q | +4.6%+$4.4M |
| McLean Asset Management Corp | $95.8M | 751,137 | 12.67% | 17q | +1.3%+$1.2M |
| B&D White Capital Company, LLC | $94.4M | 737,291 | 9.40% | 21q | +0.7%+$621.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.7M | 731,664 | 0.05% | 24q | -2.9%-$2.8M |
| Simplicity Wealth,LLC | $89.9M | 702,241 | 3.04% | 6q | +1.8%+$1.6M |
| Cresset Asset Management, LLC | $85.4M | 666,468 | 0.31% | 13q | +2.2%+$1.9M |
| Glenview Trust Co | $85.2M | 711,511 | 0.63% | 15q | +103.1%+$43.3M |
| Savant Capital, LLC | $83.9M | 655,079 | 0.25% | 14q | +21.4%+$14.8M |
| SC&H Financial Advisors, Inc. | $82.4M | 643,544 | 10.93% | 19q | +1.2%+$992.9K |
| Caliber Wealth Management, LLC / KS | $80.5M | 628,777 | 7.78% | 6q | +3.9%+$3.0M |
| Rockwood Wealth Management, LLC | $77.6M | 605,983 | 4.90% | 19q | -1.4%-$1.1M |
| McGlone Suttner Wealth Management, Inc. | $67.8M | 528,975 | 7.95% | 11q | +1.3%+$852.8K |
| Plancorp, LLC | $67.4M | 527,558 | 1.65% | 27q | HELD |
| ACCREDITED INVESTOR SERVICES, LLC | $66.3M | 517,498 | 37.45% | 7q | HELD |
| WMG Financial Advisors, LLC | $64.9M | 506,461 | 24.44% | 19q | +1.0%+$634.3K |
| OneDigital Investment Advisors LLC | $63.6M | 496,521 | 0.54% | 21q | +1.9%+$1.2M |
| CPC Advisors, LLC | $63.1M | 492,914 | 8.51% | 4q | HELD |
| Gradient Investments LLC | $61.9M | 483,502 | 0.85% | 6q | +35.1%+$16.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.0M | 471,368 | 0.10% | 17q | +3.6%+$2.1M |
| RAFFA WEALTH MANAGEMENT, LLC | $57.7M | 450,553 | 7.27% | 17q | +12.1%+$6.2M |
| Geometric Wealth Advisors | $57.1M | 445,778 | 6.18% | 17q | +2.2%+$1.2M |
| Focus Partners Advisor Solutions, LLC | $56.7M | 442,411 | 0.48% | 18q | +16.1%+$7.9M |
| Strategic Blueprint, LLC | $56.5M | 440,816 | 2.82% | 19q | -1.7%-$1.0M |
| CORRECT CAPITAL WEALTH MANAGEMENT | $55.9M | 436,566 | 9.64% | 10q | +20.4%+$9.5M |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $55.8M | 435,464 | 16.62% | 15q | +0.6%+$308.8K |
| Rockefeller Capital Management L.P. | $55.7M | 434,777 | 0.09% | 13q | +5.9%+$3.1M |
| WCG Wealth Advisors LLC | $55.6M | 433,975 | 1.32% | 12q | +0.6%+$349.0K |
| Indivisible Partners | $55.1M | 430,377 | 3.12% | 3q | +19.3%+$8.9M |
| AWM CAPITAL, LLC | $53.9M | 421,140 | 4.32% | 18q | -1.0%-$540.5K |
| Tortoise Investment Management, LLC | $53.2M | 415,640 | 3.97% | 21q | +6.0%+$3.0M |
| Waverly Advisors, LLC | $52.2M | 407,458 | 0.30% | 13q | -1.3%-$675.9K |
| MML INVESTORS SERVICES, LLC | $50.8M | 396,786 | 0.10% | 13q | +32.5%+$12.5M |
| LEGACY FINANCIAL GROUP, INC. | $50.0M | 390,059 | 11.66% | 15q | +7.3%+$3.4M |
| Vestmark Advisory Solutions, Inc. | $49.2M | 384,167 | 0.46% | 5q | +1.0%+$507.7K |
| World Investment Advisors | $49.1M | 441,517 | 0.81% | 9q | HELD |
| TWO SIGMA INVESTMENTS, LP | $48.9M | 381,500 | 0.04% | new | NEW |
| Mattern Wealth Management LLC | $48.6M | 379,466 | 7.98% | 12q | +3.2%+$1.5M |
| Disciplina Capital Management LLC | $48.4M | 377,700 | 5.00% | 15q | -11.8%-$6.5M |
| Arcadia Wealth Management, Inc. | $47.2M | 368,667 | 22.53% | 7q | +2.6%+$1.2M |
| BSW Wealth Partners | $45.8M | 357,436 | 5.09% | 11q | -2.2%-$1.0M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $45.2M | 353,155 | 11.12% | 3q | +5.1%+$2.2M |
| Hutchens & Kramer Investment Management Group, LLC | $44.6M | 348,287 | 11.95% | 12q | +16.2%+$6.2M |
| Align Financial, LLC | $44.1M | 344,040 | 21.87% | 3q | +3.2%+$1.4M |
| CONTINUUM WEALTH ADVISORS, LLC | $43.5M | 339,935 | 14.69% | 15q | +29.8%+$10.0M |
| Signature Resources Capital Management, LLC | $43.2M | 337,465 | 17.04% | 11q | +8.7%+$3.5M |
| OSAIC HOLDINGS, INC. | $42.8M | 334,161 | 0.05% | 25q | +40.9%+$12.4M |
| Highland Financial Advisors, LLC | $42.5M | 331,484 | 9.34% | 17q | -1.1%-$475.0K |
| CVA Family Office, LLC | $41.6M | 324,622 | 3.76% | 18q | +4.5%+$1.8M |
| Acropolis Investment Management, LLC | $40.1M | 335,537 | 0.84% | 14q | +99.7%+$20.0M |
| JPMORGAN CHASE & CO | $39.3M | 308,426 | 0.00% | 15q | +12.1%+$4.2M |
| JRM Investment Counsel, LLC | $38.6M | 301,331 | 9.34% | 16q | -2.9%-$1.1M |
| HTG Investment Advisors, Inc. | $38.0M | 296,736 | 9.74% | 15q | +7.2%+$2.6M |
| AMERIPRISE FINANCIAL INC | $35.4M | 276,485 | 0.01% | 9q | -51.3%-$37.4M |
| Aspen Private Advisors, LLC | $35.4M | 276,168 | 35.48% | new | FIRST |
| Kestra Advisory Services, LLC | $34.8M | 271,743 | 0.11% | 18q | +1.0%+$346.7K |
| Burton Enright Welch | $34.0M | 265,570 | 3.99% | 18q | HELD |
| Copper Harbor Investment Advisors, LLC | $33.5M | 261,754 | 7.10% | new | FIRST |
| Zhang Financial LLC | $33.2M | 259,250 | 0.97% | 13q | +7.0%+$2.2M |
| EP Wealth Advisors, LLC | $31.9M | 248,728 | 0.12% | 6q | HELD |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $31.6M | 246,572 | 25.81% | 3q | +2.4%+$735.0K |
| Sensenig Capital Advisors, Inc | $31.2M | 243,335 | 28.53% | 3q | +1.9%+$576.0K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $29.6M | 230,978 | 7.58% | 23q | -2.8%-$849.0K |
| WorthPointe, LLC | $29.6M | 230,810 | 7.42% | 19q | +1.9%+$546.0K |
| Chicago Partners Investment Group LLC | $29.1M | 229,401 | 0.58% | 27q | +3.0%+$857.3K |
| Oak Wealth Advisors LLC | $28.8M | 225,124 | 13.83% | 7q | +0.7%+$214.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.9M | 217,490 | 1.33% | new | NEW |
| ARQ WEALTH ADVISORS, LLC | $26.8M | 209,287 | 3.32% | 14q | +16.5%+$3.8M |
| Trellis Wealth Advisors LLC | $26.3M | 205,672 | 9.04% | 15q | HELD |
| LexAurum Advisors, LLC | $25.8M | 201,207 | 2.98% | 17q | -6.2%-$1.7M |
| Torren Management, LLC | $25.3M | 197,155 | 12.84% | 3q | HELD |
| CARDIFF PARK ADVISORS, LLC | $25.2M | 196,498 | 1.95% | 19q | +0.7%+$163.7K |
| Henrickson Nauta Wealth Advisors, Inc. | $24.7M | 192,534 | 6.01% | 19q | -1.6%-$395.9K |
Showing the largest 100 of 583 reported holders.
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 | 567 | $11.8B | 92,976,044 | 45 | 219 | 140 | 0.0% |
| Q1 2026 | 541 | $9.2B | 83,121,587 | 50 | 217 | 132 | 0.0% |
| Q4 2025 | 504 | $8.5B | 76,037,172 | 28 | 159 | 155 | 0.0% |
| Q3 2025 | 467 | $7.5B | 68,973,790 | 35 | 151 | 145 | 0.0% |
| Q2 2025 | 460 | $6.8B | 67,850,984 | 45 | 184 | 119 | 0.0% |
| Q1 2025 | 430 | $5.8B | 63,367,608 | 39 | 160 | 112 | 0.0% |
| Q4 2024 | 414 | $6.0B | 61,482,242 | 36 | 147 | 92 | 0.0% |
| Q3 2024 | 359 | $5.4B | 56,406,040 | 27 | 130 | 105 | 0.0% |
| Q2 2024 | 346 | $5.0B | 55,268,412 | 27 | 135 | 96 | 0.0% |
| Q1 2024 | 336 | $5.1B | 57,204,541 | 34 | 140 | 84 | 0.0% |
| Q4 2023 | 319 | $4.3B | 53,230,006 | 44 | 132 | 59 | 0.0% |
| Q3 2023 | 257 | $3.1B | 42,223,000 | 22 | 117 | 58 | 0.0% |
| Q2 2023 | 249 | $3.0B | 40,136,028 | 23 | 125 | 58 | 0.7% |
| Q1 2023 | 233 | $2.6B | 35,964,780 | 36 | 114 | 43 | 0.8% |
| Q4 2022 | 196 | $2.2B | 32,810,969 | 38 | 95 | 26 | 0.0% |
| Q3 2022 | 168 | $1.5B | 23,886,604 | 21 | 91 | 39 | 0.0% |
| Q2 2022 | 161 | $1.3B | 19,371,967 | 33 | 83 | 22 | 0.0% |
| Q1 2022 | 146 | $1.1B | 14,506,305 | 35 | 68 | 23 | 0.0% |
| Q4 2021 | 118 | $1.0B | 12,853,255 | 25 | 51 | 9 | 0.0% |
| Q3 2021 | 75 | $736.1M | 9,986,710 | 19 | 35 | 8 | 0.0% |
| Q2 2021 | 60 | $653.2M | 8,844,307 | 16 | 30 | 8 | 0.0% |
| Q1 2021 | 48 | $455.9M | 6,565,498 | 15 | 20 | 5 | 0.0% |
| Q4 2020 | 33 | $388.8M | 6,119,891 | 8 | 15 | 3 | 0.0% |
| Q3 2020 | 24 | $210.4M | 3,889,484 | 5 | 11 | 3 | 0.0% |
| Q2 2020 | 22 | $193.3M | 3,869,773 | 9 | 7 | 5 | 0.0% |
| Q1 2020 | 15 | $151.1M | 3,694,328 | 8 | 7 | 0 | 0.0% |
| Q4 2019 | 8 | $142.6M | 2,621,540 | 7 | 0 | 1 | 0.0% |
| Q3 2019 | 4 | $11.7M | 232,450 | 4 | 0 | 0 | 0.0% |