DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

AVUQ

AMERICAN CENTY ETF TR

21 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 02507A507·21 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.5%

vs prior quarter

13F value held

$170M

67.0% inst. owned

of float

Holders

21

-70 QoQ

filers reporting

Activity

+68 / −110

+968 added · −864 reduced

this quarter

Concentration

38.87%

Cresset Asset Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

21 institutions reported AVUQ in Q1 2026. Cresset Asset Management, LLC leads at 38.9% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Cresset Asset Management, LLC

$66M1.2M0.29%Q1 2026 02

AMERICAN CENTURY COMPANIES INC

$51M901K0.03%Q1 2026 03

Strategic Blueprint, LLC

$15M266K0.88%Q1 2026 04

Torren Management, LLC

$11M194K5.48%Q1 2026 05

TrustWell Financial Advisors, LLC

$9M157K8.37%Q1 2026 06

NewEdge Advisors, LLC

$7M122K0.03%Q1 2026 07

Three Arch Wealth Management LLC

$3M58K0.59%Q1 2026 08

EnRich Financial Partners LLC

$2M43K0.64%Q1 2026 09

True Wealth Design, LLC

$2M28K0.44%Q1 2026 10

Tortoise Investment Management, LLC

$1M19K0.09%Q1 2026 11

LEGACY FINANCIAL GROUP, INC.

$777,88914K0.21%Q1 2026 12

Haven Private, LLC

$709,40513K0.31%Q1 2026 13

Herold Advisors, Inc.

$476,1838K0.11%Q4 2025 14

CITADEL ADVISORS LLC

$303,2545K0.00%Q4 2025 15

$264,3614K0.01%Q1 2026 16

Sankala Group LLC

$78,2651K0.06%Q1 2026 17

$2,043360.00%Q1 2026 18

Orion Capital Management LLC

$1,135200.00%Q1 2026 19

LAM GROUP, INC.

$28450.00%Q1 2026 20

Beaird Harris Wealth Management, LLC

$800.00%Q1 2026

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