AMERICAN CENTY ETF TR (AVUV)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
1,107
Reporting holders
$20.0B
Reported value
0.1%
Held as options
+86
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 |
|---|---|---|---|---|---|
| Creative Planning | $2.7B | 21,603,359 | 1.58% | 23q | +7.0%+$175.6M |
| LPL Financial LLC | $981.2M | 7,864,486 | 0.22% | 22q | +20.5%+$166.8M |
| Focus Partners Wealth | $818.8M | 6,563,363 | 0.84% | 8q | -1.5%-$12.8M |
| BANK OF AMERICA CORP /DE/ | $431.6M | 3,459,279 | 0.03% | 20q | +22.5%+$79.3M |
| MORGAN STANLEY | $425.2M | 3,408,496 | 0.02% | 23q | +3.3%+$13.4M |
| AMERIPRISE FINANCIAL INC | $385.7M | 3,091,988 | 0.08% | 9q | -37.7%-$233.1M |
| Focus Partners Advisor Solutions, LLC | $374.3M | 2,999,892 | 3.17% | 18q | +20.7%+$64.3M |
| Mason Investment Advisory Services, Inc. | $352.3M | 2,824,089 | 13.40% | 19q | HELD |
| Truepoint, Inc. | $331.1M | 2,653,956 | 6.91% | 26q | -7.6%-$27.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $326.0M | 2,613,184 | 0.17% | 23q | +9.2%+$27.5M |
| ENVESTNET ASSET MANAGEMENT INC | $299.3M | 2,398,665 | 0.07% | 23q | -3.8%-$11.9M |
| WELLS FARGO & COMPANY/MN | $285.2M | 2,285,615 | 0.05% | 17q | -34.4%-$149.5M |
| RAYMOND JAMES FINANCIAL INC | $240.7M | 1,929,481 | 0.07% | 7q | +29.8%+$55.3M |
| Waverly Advisors, LLC | $224.8M | 1,801,650 | 1.30% | 17q | +27.7%+$48.8M |
| UBS Group AG | $200.6M | 1,607,642 | 0.03% | 15q | +10.9%+$19.7M |
| Plancorp, LLC | $191.5M | 1,545,016 | 4.67% | 27q | +5.2%+$9.4M |
| HighTower Advisors, LLC | $178.8M | 1,433,034 | 0.17% | 26q | +1.5%+$2.6M |
| TCI Wealth Advisors, Inc. | $173.3M | 1,388,724 | 7.50% | 24q | +14.5%+$22.0M |
| Unison Advisors LLC | $166.7M | 1,335,841 | 11.62% | 25q | +0.6%+$911.7K |
| OSAIC HOLDINGS, INC. | $162.3M | 1,300,542 | 0.19% | 23q | -4.8%-$8.2M |
| Wealth Management Nebraska | $141.4M | 1,133,259 | 12.61% | new | NEW |
| Corient Private Wealth LP | $139.7M | 1,119,429 | 0.09% | 15q | +110.2%+$73.2M |
| Plante Moran Financial Advisors, LLC | $139.6M | 1,119,113 | 6.49% | 10q | +278286.3%+$139.6M |
| Sequoia Financial Advisors, LLC | $132.7M | 1,063,743 | 0.66% | 9q | -2.2%-$2.9M |
| Cetera Investment Advisers | $132.3M | 1,060,508 | 0.12% | 15q | +40.3%+$38.0M |
| AMERICAN CENTURY COMPANIES INC | $129.0M | 1,034,018 | 0.06% | 27q | +18.1%+$19.8M |
| Alesco Advisors, LLC, An ESL Co | $127.5M | 1,021,939 | 2.92% | 11q | -2.8%-$3.7M |
| JPMORGAN CHASE & CO | $120.8M | 969,133 | 0.01% | 16q | +11.7%+$12.6M |
| Savant Capital, LLC | $118.3M | 948,506 | 0.35% | 14q | -1.2%-$1.5M |
| ROYAL BANK OF CANADA | $114.5M | 918,011 | 0.02% | 26q | +3.7%+$4.0M |
| RW Investment Management LLC | $112.6M | 902,611 | 9.89% | 7q | -1.3%-$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $110.9M | 889,271 | 0.14% | 26q | -6.6%-$7.9M |
| Avantax Planning Partners, Inc. | $107.8M | 864,456 | 2.68% | 10q | HELD |
| Beaird Harris Wealth Management, LLC | $93.6M | 749,891 | 5.86% | 19q | HELD |
| Foster Group, Inc. | $85.6M | 685,757 | 2.27% | 22q | -2.4%-$2.1M |
| Private Advisor Group, LLC | $85.5M | 685,640 | 0.39% | 18q | +291.1%+$63.7M |
| Cresset Asset Management, LLC | $85.2M | 682,657 | 0.31% | 9q | +9.4%+$7.3M |
| Symmetry Partners, LLC | $83.3M | 667,861 | 4.25% | 11q | -1.4%-$1.2M |
| Glenview Trust Co | $78.9M | 670,728 | 0.58% | 14q | +101.5%+$39.8M |
| Moisand Fitzgerald Tamayo, LLC | $78.8M | 631,595 | 7.70% | 27q | HELD |
| Farther Finance Advisors, LLC | $78.6M | 629,767 | 0.61% | 15q | +12.8%+$8.9M |
| SATOVSKY ASSET MANAGEMENT LLC | $77.1M | 618,166 | 12.30% | 18q | HELD |
| PDS Planning, Inc | $76.7M | 614,951 | 4.44% | 8q | +1.9%+$1.4M |
| Petersen Hastings Wealth Advisors Inc. | $74.5M | 597,318 | 6.25% | 3q | -2.2%-$1.7M |
| Avior Wealth Management, LLC | $73.6M | 590,250 | 1.94% | 10q | +111.1%+$38.8M |
| Meredith Wealth Planning | $73.4M | 588,447 | 17.33% | 15q | -0.6%-$439.0K |
| Krilogy Financial LLC | $71.6M | 573,763 | 2.12% | 19q | +1.9%+$1.4M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $68.1M | 545,956 | 4.08% | 5q | +0.5%+$347.8K |
| Envestnet Portfolio Solutions, Inc. | $68.0M | 545,414 | 0.33% | 10q | +0.9%+$615.6K |
| JONES FINANCIAL COMPANIES LLLP | $65.8M | 526,841 | 0.03% | 13q | +28.2%+$14.5M |
| PNC Financial Services Group, Inc. | $65.6M | 525,630 | 0.03% | 10q | +11.6%+$6.8M |
| Cornerstone Wealth Partners, LLC | $63.4M | 508,262 | 29.47% | 3q | +8.6%+$5.0M |
| Burton Enright Welch | $63.4M | 507,991 | 7.44% | 16q | +4.2%+$2.5M |
| KEB ASSET MANAGEMENT, LLC | $63.3M | 507,078 | 10.24% | 12q | +18.4%+$9.8M |
| OXFORD FINANCIAL GROUP, LTD. LLC | $62.0M | 497,164 | 3.14% | 12q | -11.7%-$8.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.9M | 466,900 | 0.10% | 18q | +14.7%+$7.4M |
| Marquette Asset Management, LLC | $56.7M | 454,633 | 7.28% | 25q | HELD |
| Savvy Advisors, Inc. | $55.7M | 446,377 | 1.18% | 8q | +34.9%+$14.4M |
| QUARRY HILL ADVISORS, LLC | $55.6M | 445,593 | 21.36% | 15q | +7.4%+$3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $55.5M | 444,573 | 0.81% | 13q | +7.2%+$3.7M |
| Werba Rubin Papier Wealth Management | $55.0M | 440,829 | 6.68% | 2q | +1.9%+$1.0M |
| Prime Capital Investment Advisors, LLC | $54.5M | 436,592 | 0.53% | 10q | -0.6%-$327.1K |
| Bluespring Wealth Management, LLC | $54.2M | 434,760 | 1.04% | 22q | +62.8%+$20.9M |
| Parcion Private Wealth LLC | $54.2M | 434,292 | 3.01% | 19q | -5.7%-$3.3M |
| FIRST CITIZENS BANK & TRUST CO | $53.6M | 429,436 | 0.80% | 5q | +4.6%+$2.4M |
| Team Hewins, LLC | $51.3M | 411,350 | 14.04% | 15q | -0.5%-$279.2K |
| 3EDGE Asset Management, LP | $51.2M | 410,057 | 2.28% | 2q | +30.3%+$11.9M |
| FIFTH THIRD BANCORP | $50.9M | 408,340 | 0.08% | 11q | +3.1%+$1.5M |
| AlphaCore Capital LLC | $49.6M | 397,677 | 0.91% | 6q | -1.7%-$856.2K |
| Merit Financial Group, LLC | $48.8M | 391,231 | 0.15% | 11q | +188.2%+$31.9M |
| Financial Partners Group, Inc | $48.8M | 390,844 | 4.95% | 21q | HELD |
| MEANS INVESTMENT CO., INC. | $48.1M | 385,249 | 3.63% | 10q | -2.2%-$1.1M |
| Apollon Wealth Management, LLC | $47.9M | 384,161 | 0.58% | 10q | +39.8%+$13.6M |
| Three Arch Wealth Management LLC | $45.5M | 365,012 | 6.99% | 3q | +6.3%+$2.7M |
| HB Wealth Management, LLC | $45.3M | 363,036 | 0.25% | 6q | HELD |
| STOCK YARDS BANK & TRUST CO | $45.2M | 362,264 | 0.65% | 17q | +98.8%+$22.5M |
| BWM Planning, LLC | $45.2M | 362,254 | 10.48% | 8q | +3.4%+$1.5M |
| Greenline Partners, LLC | $42.3M | 338,946 | 4.30% | 7q | +3.8%+$1.6M |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $42.2M | 338,462 | 12.58% | 15q | +2.7%+$1.1M |
| Northwest Financial Advisors | $41.0M | 328,848 | 5.46% | new | NEW |
| MAI Capital Management | $41.0M | 328,545 | 0.15% | 19q | HELD |
| ORRSTOWN FINANCIAL SERVICES INC | $40.6M | 325,361 | 6.03% | 11q | -0.7%-$269.0K |
| ENZI WEALTH | $40.4M | 325,220 | 12.78% | 11q | +4.5%+$1.7M |
| Wealthcare Advisory Partners LLC | $40.0M | 320,844 | 0.76% | 15q | +1.8%+$724.6K |
| Bare Financial Services, Inc | $39.3M | 315,023 | 9.02% | 10q | +1.1%+$439.9K |
| Kondo Wealth Advisors, Inc. | $38.9M | 311,684 | 13.00% | 7q | +1.8%+$689.1K |
| Venturi Wealth Management, LLC | $38.3M | 307,011 | 1.48% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $38.3M | 306,724 | 0.08% | 13q | +53.2%+$13.3M |
| Creative Capital Management Investments LLC | $37.8M | 302,746 | 8.71% | 15q | +1.0%+$357.7K |
| High Probability Advisors, LLC | $36.9M | 295,565 | 3.94% | 10q | +5.4%+$1.9M |
| N.E.W. Advisory Services LLC | $36.7M | 293,796 | 2.45% | 9q | +3.0%+$1.1M |
| Sherrill & Hutchins Financial Advisory, Inc | $36.0M | 288,668 | 17.22% | 11q | -5.7%-$2.2M |
| WMG Financial Advisors, LLC | $36.0M | 288,366 | 13.56% | 19q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $35.9M | 287,416 | 0.39% | 15q | +4.5%+$1.6M |
| Hill Investment Group Partners, LLC | $35.8M | 287,140 | 3.65% | 21q | +5.8%+$2.0M |
| Valued Wealth Advisors LLC | $35.6M | 284,951 | 12.92% | 11q | -1.4%-$500.4K |
| FINANCIAL MANAGEMENT NETWORK INC | $35.5M | 282,850 | 5.09% | 13q | -1.2%-$420.0K |
| Quent Capital, LLC | $35.1M | 281,331 | 2.16% | 5q | +5.2%+$1.7M |
| Fonville Wealth Management LLC | $34.6M | 277,486 | 5.65% | 11q | +6.6%+$2.1M |
| STIFEL FINANCIAL CORP | $34.4M | 275,637 | 0.03% | 20q | +65.9%+$13.7M |
Showing the largest 100 of 1,142 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 | 1,107 | $20.0B | 160,273,815 | 121 | 518 | 281 | 0.1% |
| Q1 2026 | 1,021 | $16.5B | 149,614,016 | 120 | 476 | 229 | 0.1% |
| Q4 2025 | 952 | $13.8B | 134,914,673 | 69 | 415 | 227 | 0.0% |
| Q3 2025 | 857 | $12.5B | 125,642,462 | 75 | 413 | 228 | 0.0% |
| Q2 2025 | 830 | $10.8B | 118,458,331 | 88 | 408 | 232 | 0.0% |
| Q1 2025 | 781 | $9.7B | 111,411,545 | 64 | 409 | 201 | 0.0% |
| Q4 2024 | 769 | $10.2B | 105,614,369 | 57 | 392 | 145 | 0.1% |
| Q3 2024 | 672 | $8.9B | 92,398,927 | 81 | 365 | 115 | 0.0% |
| Q2 2024 | 613 | $7.4B | 81,998,396 | 61 | 342 | 126 | 0.0% |
| Q1 2024 | 593 | $7.6B | 81,101,235 | 81 | 307 | 127 | 0.0% |
| Q4 2023 | 530 | $6.1B | 68,472,527 | 73 | 267 | 86 | 0.0% |
| Q3 2023 | 416 | $4.3B | 54,919,697 | 38 | 224 | 83 | 0.0% |
| Q2 2023 | 387 | $3.9B | 49,351,934 | 41 | 214 | 88 | 0.8% |
| Q1 2023 | 370 | $3.4B | 46,105,598 | 55 | 189 | 69 | 0.8% |
| Q4 2022 | 316 | $3.1B | 41,347,807 | 56 | 152 | 51 | 0.0% |
| Q3 2022 | 276 | $2.1B | 31,949,622 | 35 | 149 | 61 | 0.0% |
| Q2 2022 | 257 | $1.9B | 28,442,060 | 50 | 132 | 42 | 0.0% |
| Q1 2022 | 220 | $1.8B | 22,001,887 | 36 | 117 | 38 | 0.0% |
| Q4 2021 | 192 | $1.5B | 18,455,285 | 40 | 87 | 21 | 0.0% |
| Q3 2021 | 129 | $981.1M | 12,969,176 | 27 | 70 | 16 | 0.0% |
| Q2 2021 | 109 | $835.7M | 11,006,422 | 36 | 45 | 15 | 0.0% |
| Q1 2021 | 77 | $530.0M | 7,341,686 | 28 | 28 | 11 | 0.0% |
| Q4 2020 | 51 | $390.1M | 6,850,582 | 17 | 22 | 3 | 0.0% |
| Q3 2020 | 32 | $235.4M | 5,479,643 | 5 | 12 | 7 | 0.0% |
| Q2 2020 | 26 | $189.2M | 4,664,191 | 5 | 14 | 4 | 0.0% |
| Q1 2020 | 23 | $55.0M | 1,749,028 | 15 | 3 | 2 | 0.0% |
| Q4 2019 | 10 | $34.5M | 636,079 | 8 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $8.1M | 161,617 | 5 | 0 | 0 | 0.0% |