13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
AVUS

AMERICAN CENTY ETF TR

594 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 025072885·Exchange Traded Fund·594 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.3B
visible holders
Holders
594
filers reporting
Concentration
14.79%
HB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

594 institutions reported AVUS in Q1 2026. HB Wealth Management, LLC leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HB Wealth Management, LLC
CIK 0001911253
$639M5.7M4.13%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$461M4.1M0.24%Q1 202603
Oak Root LLC
CIK 0002027377
$372M2.9M41.07%Q2 202604
LPL Financial LLC
CIK 0001403438
$266M2.4M0.07%Q1 202605
MASECO LLP
CIK 0002074052
$260M2.3M8.15%Q1 202606
Annex Advisory Services, LLC
CIK 0001542287
$259M2.0M4.43%Q2 202607
Focus Partners Wealth
CIK 0001542153
$221M2.0M0.25%Q4 202508
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$204M1.8M0.05%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$179M1.6M0.19%Q1 202610
Financial Plan, Inc.
CIK 0002107584
$155M1.4M16.61%Q1 202611
Adero Partners, LLC
CIK 0001800593
$153M1.7M10.03%Q1 202512
Great Point Wealth Advisors, LLC
CIK 0001760304
$151M1.2M24.46%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$151M1.4M0.21%Q1 202614
Corient Private Wealth LLC
CIK 0001948780
$149M1.3M0.21%Q1 202615
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$130M1.0M9.29%Q2 202616
Beacon Pointe Advisors, LLC
CIK 0001744317
$121M1.1M0.64%Q1 202617
Quantum Financial Advisors, LLC
CIK 0001929139
$116M908K11.50%Q2 202618
Modera Wealth Management, LLC
CIK 0001542143
$111M994K1.29%Q4 202519
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$111M994K0.16%Q1 202620
MORGAN STANLEY
CIK 0000895421
$108M973K0.01%Q1 2026
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