DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AVUS

AMERICAN CENTY ETF TR

609 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 025072885·Exchange Traded Fund·609 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4.9B
visible holders
Holders
609
filers reporting
Concentration
15.69%
HB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

609 institutions reported AVUS in Q2 2026. HB Wealth Management, LLC leads at 15.7% 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
$772M6.0M4.33%Q2 2026
02
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$461M4.1M0.24%Q1 2026
03
Oak Root LLC
CIK 0002027377
$372M2.9M41.07%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$326M2.5M0.07%Q2 2026
05
MASECO LLP
CIK 0002074052
$305M2.4M8.56%Q2 2026
06
Annex Advisory Services, LLC
CIK 0001542287
$259M2.0M4.43%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$257M2.0M0.06%Q2 2026
08
FIFTH THIRD BANCORP
CIK 0000035527
$226M1.8M0.37%Q2 2026
09
Prime Capital Investment Advisors, LLC
CIK 0001731446
$226M1.8M2.19%Q2 2026
10
Focus Partners Wealth
CIK 0001542153
$221M2.0M0.25%Q4 2025
11
HighTower Advisors, LLC
CIK 0001462245
$201M1.6M0.20%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$181M1.4M0.23%Q2 2026
13
Financial Plan, Inc.
CIK 0002107584
$155M1.4M16.61%Q1 2026
14
Adero Partners, LLC
CIK 0001800593
$153M1.7M10.03%Q1 2025
15
Great Point Wealth Advisors, LLC
CIK 0001760304
$151M1.2M24.46%Q2 2026
16
Corient Private Wealth LLC
CIK 0001948780
$149M1.3M0.21%Q1 2026
17
Modera Wealth Management, LLC
CIK 0001542143
$138M1.1M1.47%Q2 2026
18
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$130M1.0M9.29%Q2 2026
19
Beacon Pointe Advisors, LLC
CIK 0001744317
$121M1.1M0.64%Q1 2026
20
Quantum Financial Advisors, LLC
CIK 0001929139
$116M908K11.50%Q2 2026
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