DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVUS)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
593
Reporting holders
$11.7B
Reported value
0.0%
Calls
0.0%
Puts
+33
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 | 0.19% | 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 |
| Corient Private Wealth LP | $141.0M | 1,101,011 | 0.20% | 15q | -17.7%-$30.4M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $125.8M | 982,092 | 0.16% | 7q | -1.2%-$1.6M |
| 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 |
| PARK AVENUE SECURITIES LLC | $117.2M | 914,760 | 0.73% | 20q | +13.4%+$13.8M |
| 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 |
| BCR Wealth Strategies, LLC | $88.3M | 689,260 | 24.80% | 19q | -1.4%-$1.2M |
| Cresset Asset Management, LLC | $85.4M | 666,468 | 0.31% | 13q | +2.2%+$1.9M |
| 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 |
| Glenview Trust Co | $46.3M | 361,185 | 0.64% | 15q | +3.1%+$1.4M |
| 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 |
| 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 | -2.7%-$979.0K |
| 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 |
Showing the largest 100 of 593 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 264 | $5.1B | 39,597,093 | 18 | 110 | 61 | 0.0% |
| Q2 2026 | 593 | $11.7B | 92,388,221 | 49 | 224 | 144 | 0.0% |
| Q1 2026 | 560 | $9.4B | 84,634,323 | 50 | 225 | 132 | 0.0% |
| Q4 2025 | 523 | $44.7B | 113,878,507 | 30 | 164 | 158 | 0.0% |
| Q3 2025 | 482 | $7.9B | 71,808,656 | 37 | 158 | 146 | 0.0% |
| Q2 2025 | 477 | $7.2B | 70,917,392 | 46 | 192 | 121 | 0.0% |
| Q1 2025 | 447 | $6.1B | 66,242,895 | 40 | 167 | 115 | 0.0% |
| Q4 2024 | 431 | $6.2B | 64,052,965 | 36 | 153 | 100 | 0.0% |
| Q3 2024 | 379 | $5.6B | 59,283,894 | 30 | 139 | 111 | 0.0% |
| Q2 2024 | 365 | $6.3B | 72,416,319 | 29 | 145 | 100 | 0.0% |
| Q1 2024 | 356 | $5.4B | 59,890,478 | 35 | 150 | 92 | 0.0% |
| Q4 2023 | 341 | $4.6B | 55,907,736 | 46 | 143 | 65 | 0.0% |
| Q3 2023 | 276 | $3.3B | 44,589,870 | 24 | 125 | 64 | 0.0% |
| Q2 2023 | 270 | $3.2B | 42,278,171 | 29 | 132 | 64 | 0.7% |
| Q1 2023 | 250 | $2.7B | 37,514,303 | 39 | 119 | 50 | 0.7% |
| Q4 2022 | 216 | $2.4B | 34,612,365 | 43 | 103 | 32 | 0.0% |
| Q3 2022 | 167 | $64.2B | 1,030,082,823 | 21 | 89 | 40 | 0.0% |
| Q2 2022 | 161 | $154.2B | 2,371,009,975 | 33 | 82 | 23 | 0.0% |
| Q1 2022 | 145 | $175.6B | 2,277,526,432 | 35 | 67 | 24 | 0.0% |
| Q4 2021 | 117 | $154.0B | 1,920,584,847 | 25 | 50 | 9 | 0.0% |
| Q3 2021 | 75 | $123.6B | 1,677,183,844 | 19 | 35 | 8 | 0.0% |
| Q2 2021 | 60 | $113.6B | 1,531,472,155 | 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% |