DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (AVUV)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
1,154
Reporting holders
$20.3B
Reported value
0.0%
Calls
0.0%
Puts
+86
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 |
|---|---|---|---|---|---|
| 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 | +24.7%+$76.3M |
| 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 | +31.2%+$67.8M |
| 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 |
| Evensky & Katz LLC | $144.7M | 1,160,062 | 7.47% | 19q | -3.4%-$5.1M |
| Wealth Management Nebraska | $141.4M | 1,133,259 | 12.61% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $86.9M | 696,563 | 0.10% | 22q | +117.5%+$46.9M |
| 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 |
| 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 |
| Corient Private Wealth LP | $69.5M | 557,425 | 0.10% | 15q | +4.7%+$3.1M |
| 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 |
| 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 |
| 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 |
| Glenview Trust Co | $42.2M | 337,905 | 0.58% | 14q | +1.5%+$634.0K |
| 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 1,154 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 | 553 | $4.5B | 38,371,069 | 51 | 268 | 127 | 0.0% |
| Q2 2026 | 1,154 | $20.3B | 162,705,899 | 125 | 543 | 292 | 0.1% |
| Q1 2026 | 1,068 | $16.5B | 149,271,418 | 125 | 502 | 239 | 0.1% |
| Q4 2025 | 994 | $14.2B | 138,533,768 | 72 | 436 | 233 | 0.0% |
| Q3 2025 | 891 | $12.9B | 129,785,795 | 82 | 431 | 233 | 0.0% |
| Q2 2025 | 867 | $11.2B | 123,160,659 | 91 | 427 | 242 | 0.0% |
| Q1 2025 | 818 | $10.1B | 115,515,368 | 70 | 432 | 207 | 0.0% |
| Q4 2024 | 806 | $10.6B | 109,955,377 | 62 | 413 | 152 | 0.1% |
| Q3 2024 | 708 | $9.3B | 96,794,545 | 84 | 385 | 122 | 0.0% |
| Q2 2024 | 652 | $7.8B | 86,430,553 | 64 | 362 | 133 | 0.0% |
| Q1 2024 | 633 | $8.0B | 85,303,701 | 84 | 328 | 136 | 0.0% |
| Q4 2023 | 570 | $6.5B | 72,654,335 | 80 | 282 | 97 | 0.0% |
| Q3 2023 | 453 | $4.6B | 58,807,351 | 42 | 243 | 89 | 0.0% |
| Q2 2023 | 422 | $4.1B | 52,901,064 | 47 | 235 | 93 | 0.8% |
| Q1 2023 | 408 | $3.7B | 49,454,746 | 61 | 208 | 77 | 0.7% |
| Q4 2022 | 358 | $3.3B | 44,653,829 | 64 | 166 | 68 | 0.0% |
| Q3 2022 | 274 | $201.0B | 3,039,440,950 | 35 | 146 | 62 | 0.0% |
| Q2 2022 | 257 | $261.2B | 3,820,827,126 | 50 | 131 | 44 | 0.0% |
| Q1 2022 | 218 | $301.7B | 3,777,351,473 | 36 | 115 | 39 | 0.0% |
| Q4 2021 | 191 | $270.1B | 3,387,816,348 | 39 | 87 | 21 | 0.0% |
| Q3 2021 | 129 | $80.4B | 1,063,822,271 | 27 | 70 | 16 | 0.0% |
| Q2 2021 | 109 | $73.7B | 969,891,577 | 36 | 45 | 15 | 0.0% |
| Q1 2021 | 77 | $1.3B | 17,814,203 | 28 | 28 | 11 | 0.0% |
| Q4 2020 | 51 | $986.4M | 17,341,081 | 17 | 22 | 3 | 0.0% |
| Q3 2020 | 32 | $248.2M | 5,779,343 | 5 | 12 | 7 | 0.0% |
| Q2 2020 | 26 | $201.4M | 4,963,891 | 5 | 9 | 12 | 0.0% |
| Q1 2020 | 22 | $62.9M | 2,001,730 | 14 | 3 | 2 | 0.0% |
| Q4 2019 | 10 | $50.8M | 935,779 | 8 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $8.1M | 161,617 | 5 | 0 | 0 | 0.0% |