DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated

AVUS

AMERICAN CENTY ETF TR

582 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·582 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.0%

vs prior quarter

13F value held

$4.2B

61.0% inst. owned

of float

Holders

582

-55 QoQ

filers reporting

Activity

+73 / −51

+868 added · −850 reduced

this quarter

Concentration

15.29%

HB Wealth Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

582 institutions reported AVUS in Q1 2026. HB Wealth Management, LLC leads at 15.3% of the visible book. -55 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

HB Wealth Management, LLC

$639M5.7M4.13%Q1 2026 02

AMERICAN CENTURY COMPANIES INC

$461M4.1M0.24%Q1 2026 03

$323M2.9M39.40%Q1 2026 04

LPL Financial LLC

$266M2.4M0.07%Q1 2026 05

$260M2.3M8.15%Q1 2026 06

Focus Partners Wealth

$221M2.0M0.25%Q4 2025 07

Annex Advisory Services, LLC

$214M1.9M4.02%Q1 2026 08

ENVESTNET ASSET MANAGEMENT INC

$204M1.8M0.05%Q1 2026 09

HighTower Advisors, LLC

$179M1.6M0.19%Q1 2026 10

Financial Plan, Inc.

$155M1.4M16.61%Q1 2026 11

Adero Partners, LLC

$153M1.7M10.03%Q1 2025 12

COMMONWEALTH EQUITY SERVICES, LLC

$151M1.4M0.21%Q1 2026 13

Corient Private Wealth LLC

$149M1.3M0.21%Q1 2026 14

Great Point Wealth Advisors, LLC

$127M1.1M23.50%Q1 2026 15

Beacon Pointe Advisors, LLC

$121M1.1M0.64%Q1 2026 16

TRAPHAGEN INVESTMENT ADVISORS LLC

$117M1.1M9.49%Q1 2026 17

Modera Wealth Management, LLC

$111M994K1.29%Q4 2025 18

MERCER GLOBAL ADVISORS INC /ADV

$111M994K0.16%Q1 2026 19

$108M973K0.01%Q1 2026 20

Creative Planning

$108M969K0.07%Q1 2026

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