13F Insight
DOSSIER · 13F Holders · Q1 2026
AVUQ

AMERICAN CENTY ETF TR

23 institutions still hold AMERICAN CENTY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02507A507·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$192M
visible holders
Holders
23
filers reporting
Concentration
34.51%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported AVUQ in Q1 2026. Cresset Asset Management, LLC leads at 34.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cresset Asset Management, LLC
CIK 0001761013
$66M1.2M0.29%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$51M901K0.03%Q1 202603
Strategic Blueprint, LLC
CIK 0001767821
$18M273K0.90%Q2 202604
Kooman & Associates
CIK 0001961850
$15M231K4.10%Q2 202605
Torren Management, LLC
CIK 0002096203
$13M195K6.55%Q2 202606
TrustWell Financial Advisors, LLC
CIK 0002133429
$10M145K8.11%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$7M122K0.03%Q1 202608
Three Arch Wealth Management LLC
CIK 0002109462
$3M58K0.59%Q1 202609
EnRich Financial Partners LLC
CIK 0001955091
$2M43K0.64%Q1 202610
True Wealth Design, LLC
CIK 0001966033
$2M27K0.42%Q2 202611
Tortoise Investment Management, LLC
CIK 0001599511
$1M19K0.09%Q1 202612
Herold Advisors, Inc.
CIK 0001891713
$891K14K0.18%Q2 202613
LEGACY FINANCIAL GROUP, INC.
CIK 0001965579
$778K14K0.21%Q1 202614
Haven Private, LLC
CIK 0002053665
$709K13K0.31%Q1 202615
Plancorp, LLC
CIK 0001599579
$322K5K0.01%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$303K5K0.00%Q4 202517
Sankala Group LLC
CIK 0002113426
$78K1K0.06%Q1 202618
Farther Finance Advisors, LLC
CIK 0001992825
$57K8700.00%Q2 202619
UBS Group AG
CIK 0001610520
$2K360.00%Q1 202620
LAM GROUP, INC.
CIK 0001961944
$2K250.00%Q2 2026
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