AMERICAN CENTY ETF TR (AVUV)
Institutional ownership reported to the SEC as of Q3 2026, across 29 quarters.
67
Reporting holders
$451.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,084
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $80.1M | 679,855 | 0.56% | 16q | +8.0%+$5.9M |
| Marquette Asset Management, LLC | $53.8M | 456,549 | 7.02% | 26q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $33.4M | 278,154 | 4.81% | 14q | -1.7%-$563.7K |
| Capital Advisors Wealth Management, LLC | $18.8M | 159,619 | 2.12% | 3q | +12.7%+$2.1M |
| Invariant Investment Management | $18.4M | 153,334 | 10.64% | 4q | +2.2%+$388.7K |
| Prism Advisors, Inc. | $17.2M | 143,316 | 4.32% | new | NEW |
| Apeiron RIA LLC | $16.7M | 140,180 | 3.79% | 20q | +2.2%+$358.7K |
| MFA WEALTH ADVISORS, LLC | $15.5M | 131,467 | 2.63% | 19q | -1.2%-$186.7K |
| COLLECTIVE FAMILY OFFICE LLC | $15.3M | 129,664 | 3.15% | 19q | HELD |
| Insight Wealth Strategies, LLC | $14.9M | 126,132 | 1.47% | 13q | HELD |
| Apella Capital, LLC | $14.0M | 117,901 | 0.18% | 21q | -18.8%-$3.2M |
| Venture Visionary Partners LLC | $13.0M | 110,722 | 0.34% | 12q | HELD |
| Intelligence Driven Advisers, LLC | $11.9M | 101,145 | 2.06% | 16q | HELD |
| Wedmont Private Capital | $11.9M | 98,800 | 0.28% | 18q | +2.8%+$326.0K |
| Towneley Capital Management, Inc / DE | $10.6M | 89,711 | 2.09% | 11q | HELD |
| Prosperity Planning, Inc. | $10.4M | 88,253 | 2.31% | 24q | +6.1%+$598.0K |
| JP Wealth Management, Inc. | $9.7M | 82,062 | 6.12% | 3q | HELD |
| Freestate Advisors LLC | $6.9M | 58,702 | 5.32% | 9q | -6.2%-$460.8K |
| Cooper Financial Group | $6.9M | 58,534 | 0.55% | 9q | +3.3%+$220.2K |
| Bank of New Hampshire | $5.8M | 48,949 | 1.24% | 5q | +8.6%+$458.8K |
| Friday Financial | $5.6M | 46,854 | 1.10% | 8q | +28.9%+$1.2M |
| Arbor Wealth Advisors LLC | $4.7M | 40,169 | 2.95% | 12q | +11.2%+$475.2K |
| Cadent Capital Advisors, LLC | $4.4M | 37,680 | 0.95% | new | NEW |
| CoreCap Advisors, LLC | $3.9M | 33,207 | 0.11% | 9q | +6.5%+$238.8K |
| Conrad Siegel Investment Advisors, Inc. | $3.8M | 32,238 | 0.61% | 11q | -2.9%-$114.9K |
| Emprise Bank | $3.7M | 31,353 | 1.41% | 11q | -1.1%-$41.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.1M | 26,720 | 0.20% | 9q | +376.9%+$2.5M |
| Versant Capital Management, Inc | $3.1M | 26,144 | 0.26% | 27q | HELD |
| Paragon Capital Management Ltd | $3.0M | 25,591 | 0.55% | 14q | HELD |
| FIRST COMMUNITY TRUST NA | $2.7M | 23,216 | 0.91% | 6q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.7M | 22,907 | 0.53% | 5q | -6.7%-$194.1K |
| VISTA INVESTMENT PARTNERS LLC | $2.5M | 20,807 | 0.64% | 7q | -50.7%-$2.5M |
| Hardin Capital Partners, LLC | $2.3M | 19,229 | 1.11% | 7q | +4.4%+$94.6K |
| Factor Wealth Management LTD | $2.2M | 18,671 | 0.34% | 8q | +7.1%+$145.2K |
| PUFF WEALTH MANAGEMENT, LLC | $1.8M | 15,179 | 1.69% | 7q | -7.9%-$153.3K |
| Wealth Enhancement Trust Services, Inc. | $1.7M | 14,838 | 0.19% | 3q | +94.0%+$846.8K |
| RVW Wealth, LLC | $1.7M | 14,438 | 0.11% | 19q | -0.7%-$11.8K |
| Atlas Brown,Inc. | $1.5M | 12,649 | 0.39% | 2q | +34.4%+$381.0K |
| Longview Financial Advisors, Inc. | $1.3M | 10,766 | 0.73% | 12q | -9.1%-$126.3K |
| DIVERSIFIED MANAGEMENT INC | $1.0M | 8,542 | 0.18% | 2q | +272.5%+$736.0K |
| Cambridge Financial Group, LLC | $955.7K | 7,660 | 0.30% | 12q | HELD |
| CogentBlue Wealth Advisors, LLC | $940.0K | 7,982 | 0.87% | 8q | -12.8%-$137.4K |
| CYPRESS FINANCIAL PLANNING LLC | $913.7K | 7,759 | 0.24% | 2q | -0.9%-$8.6K |
| First Heartland Consultants, Inc. | $782.0K | 6,640 | 0.05% | new | NEW |
| Avidian Wealth Enterprises, LLC | $713.4K | 6,058 | 0.02% | 12q | +2.3%+$16.4K |
| Whitaker-Myers Wealth Managers, LTD. | $627.7K | 5,330 | 0.10% | 16q | +1.6%+$10.0K |
| Financial Symmetry Inc | $552.8K | 4,694 | 0.18% | 12q | HELD |
| Valeo Financial Advisors, LLC | $541.7K | 4,599 | 0.01% | 9q | +1.0%+$5.4K |
| Breakwater Capital Group | $520.6K | 4,421 | 0.06% | 3q | +6.1%+$29.8K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $471.2K | 4,001 | 0.27% | 8q | HELD |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $431.9K | 3,667 | 0.28% | 4q | HELD |
| Cassilly Financial Group LLC | $347.2K | 2,948 | 0.23% | 4q | -53.2%-$394.4K |
| LifeGoal Investments, LLC | $313.5K | 2,662 | 0.10% | 2q | +56.9%+$113.6K |
| CHAPIN DAVIS, INC. | $275.6K | 2,340 | 0.05% | 5q | +1.5%+$4.1K |
| EPIQ PARTNERS, LLC | $252.9K | 2,148 | 0.11% | 2q | +30.9%+$59.7K |
| Ballew Advisors, Inc | $245.6K | 2,046 | 0.12% | new | NEW |
| SAPIENT CAPITAL LLC | $220.2K | 1,870 | 0.00% | 3q | -52.6%-$244.3K |
| Acropolis Investment Management, LLC | $217.5K | 1,847 | 0.01% | 5q | -58.8%-$309.9K |
| Vann Equity Management LLC | $212.3K | 1,803 | 0.13% | 2q | +2.0%+$4.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $210.9K | 1,791 | 0.00% | 2q | -11.5%-$27.3K |
| Rosenberg Matthew Hamilton | $78.6K | 667 | 0.01% | 6q | HELD |
| ATWOOD & PALMER INC | $71.8K | 610 | 0.00% | 5q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $53.7K | 456 | 0.02% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $35.5K | 301 | 0.01% | 6q | -92.3%-$427.3K |
| GAMMA Investing LLC | $12.4K | 105 | 0.00% | 10q | HELD |
| GK Wealth Management LLC | $11.4K | 97 | 0.01% | new | NEW |
| Davis Capital Management | $1.3K | 11 | 0.00% | 3q | HELD |
| Matrix Trust Co | $338 | 2,872 | 0.05% | 3q | -6.4% |
| CX Institutional | $59 | 502 | 0.00% | 2q | +14.4% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 67 | $451.7M | 3,818,760 | 6 | 25 | 18 | 0.0% |
| Q2 2026 | 1,151 | $20.9B | 167,310,878 | 126 | 544 | 287 | 0.1% |
| Q1 2026 | 1,056 | $16.9B | 152,951,190 | 124 | 498 | 235 | 0.1% |
| Q4 2025 | 989 | $14.1B | 138,461,410 | 73 | 433 | 232 | 0.0% |
| Q3 2025 | 887 | $12.9B | 129,796,930 | 80 | 429 | 233 | 0.0% |
| Q2 2025 | 864 | $11.2B | 122,962,628 | 90 | 426 | 241 | 0.0% |
| Q1 2025 | 816 | $10.1B | 115,484,800 | 70 | 430 | 206 | 0.0% |
| Q4 2024 | 804 | $10.6B | 109,932,688 | 62 | 412 | 151 | 0.1% |
| Q3 2024 | 705 | $9.3B | 96,756,483 | 84 | 383 | 121 | 0.0% |
| Q2 2024 | 650 | $7.8B | 86,407,925 | 64 | 361 | 133 | 0.0% |
| Q1 2024 | 629 | $8.0B | 85,218,509 | 84 | 324 | 136 | 0.0% |
| Q4 2023 | 567 | $6.5B | 72,470,645 | 79 | 282 | 97 | 0.0% |
| Q3 2023 | 452 | $4.6B | 58,807,283 | 42 | 243 | 89 | 0.0% |
| Q2 2023 | 421 | $4.1B | 52,900,996 | 47 | 235 | 93 | 0.8% |
| Q1 2023 | 406 | $3.7B | 49,443,981 | 61 | 207 | 77 | 0.7% |
| Q4 2022 | 357 | $3.3B | 44,644,564 | 64 | 175 | 56 | 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% |