DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVUQ)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
27
Reporting holders
$248.7M
Reported value
0.0%
Calls
0.0%
Puts
+7
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 |
|---|---|---|---|---|---|
| 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 | none filed | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $75.8M | 1,118,309 | 3 | 9 | 2 | 0.0% |
| Q2 2026 | 27 | $248.7M | 3,765,524 | 8 | 11 | 5 | 0.0% |
| Q1 2026 | 20 | $170.6M | 3,006,782 | 5 | 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% |