DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality

AVUV

AMERICAN CENTY ETF TR

1,105 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 025072877·Exchange Traded Fund·1,105 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.9%

vs prior quarter

13F value held

$7.6B

66.0% inst. owned

of float

Holders

1,105

+14 QoQ

filers reporting

Activity

+8 / −94

+822 added · −837 reduced

this quarter

Concentration

29.17%

Creative Planning #1

top holder share

AI Holders Summary · Q1 2026

1,105 institutions reported AVUV in Q1 2026. Creative Planning leads at 29.2% of the visible book. +14 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Creative Planning

$2.2B20.2M1.51%Q1 2026 02

LPL Financial LLC

$721M6.5M0.19%Q1 2026 03

Focus Partners Wealth

$667M6.5M0.76%Q4 2025 04

$365M3.3M0.02%Q1 2026 05

Merriman Wealth Management, LLC

$340M3.5M14.15%Q4 2024 06

Truepoint, Inc.

$317M2.9M7.07%Q1 2026 07

Mason Investment Advisory Services, Inc.

$313M2.8M14.45%Q1 2026 08

BANK OF AMERICA CORP /DE/

$312M2.8M0.02%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

$276M2.5M0.07%Q1 2026 10

Focus Partners Advisor Solutions, LLC

$274M2.5M2.76%Q1 2026 11

AMERIPRISE FINANCIAL INC

$274M2.5M0.06%Q1 2026 12

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$264M2.4M0.16%Q1 2026 13

WELLS FARGO & COMPANY/MN

$192M1.7M0.04%Q1 2026 14

$169M1.5M4.79%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$164M1.5M0.05%Q1 2026 16

$160M1.4M0.02%Q1 2026 17

HighTower Advisors, LLC

$156M1.4M0.17%Q1 2026 18

Waverly Advisors, LLC

$156M1.4M1.16%Q1 2026 19

OSAIC HOLDINGS, INC.

$151M1.4M0.22%Q1 2026 20

Unison Advisors LLC

$147M1.3M11.13%Q1 2026

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