DOSSIER · 13F Holders · Q2 2026
AVUQ

AMERICAN CENTY ETF TR

28 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02507A507·28 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$247M
visible holders
Holders
28
filers reporting
Concentration
25.23%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported AVUQ in Q2 2026. Cresset Asset Management, LLC leads at 25.2% 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
$62M946K0.23%Q2 2026
02
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$60M911K0.03%Q2 2026
03
B&D White Capital Company, LLC
CIK 0001752523
$21M323K2.12%Q2 2026
04
Bridgewater Advisors Inc.
CIK 0001600319
$19M287K1.04%Q2 2026
05
Strategic Blueprint, LLC
CIK 0001767821
$18M273K0.90%Q2 2026
06
Kooman & Associates
CIK 0001961850
$15M231K4.10%Q2 2026
07
Torren Management, LLC
CIK 0002096203
$13M195K6.55%Q2 2026
08
NewEdge Advisors, LLC
CIK 0001633516
$11M164K0.03%Q2 2026
09
TrustWell Financial Advisors, LLC
CIK 0002133429
$10M145K8.11%Q2 2026
10
EnRich Financial Partners LLC
CIK 0001955091
$7M104K1.63%Q2 2026
11
Three Arch Wealth Management LLC
CIK 0002109462
$4M58K0.59%Q2 2026
12
True Wealth Design, LLC
CIK 0001966033
$2M27K0.42%Q2 2026
13
Tortoise Investment Management, LLC
CIK 0001599511
$1M19K0.09%Q2 2026
14
LEGACY FINANCIAL GROUP, INC.
CIK 0001965579
$917K14K0.21%Q2 2026
15
Herold Advisors, Inc.
CIK 0001891713
$891K14K0.18%Q2 2026
16
BANK OF MONTREAL /CAN/
CIK 0000927971
$849K13K0.00%Q2 2026
17
Haven Private, LLC
CIK 0002053665
$472K7K0.18%Q2 2026
18
LPL Financial LLC
CIK 0001403438
$399K6K0.00%Q2 2026
19
Plancorp, LLC
CIK 0001599579
$322K5K0.01%Q2 2026
20
CITADEL ADVISORS LLC
CIK 0001423053
$303K5K0.00%Q4 2025
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