AMERICAN CENTY ETF TR AVUV
US SML CP VALU · ETP · CUSIP 025072877
280
institutional holders
31.9m
shares reported held*
$2.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $66.27.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Merriman Wealth Management, LLC 13.95% of their portfolio | 3.2m $212.9m | — |
| Mason Investment Advisory Services, Inc. 17.92% of their portfolio | 2.4m $156.1m | — |
| Creative Planning 0.24% of their portfolio | 2.1m $138.4m | — |
| Truepoint, Inc. 6.48% of their portfolio | 1.9m $126.5m | — |
| Annex Advisory Services, LLC 5.81% of their portfolio | 1.3m $86.1m | — |
| WIPFLI FINANCIAL ADVISORS LLC, 5.40% of their portfolio | 1.2m $76.9m | — |
| Unison Advisors LLC 12.48% of their portfolio | 1.0m $67.4m | — |
| LPL Financial LLC 0.06% of their portfolio | 932.7k $61.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio | 807.6k $53.4m | — |
| TCI Wealth Advisors, Inc. 6.30% of their portfolio | 588.7k $38.9m | — |
| SATOVSKY ASSET MANAGEMENT LLC 21.48% of their portfolio | 564.7k $37.3m | — |
| Carlson Capital Management 3.01% of their portfolio | 535.4k $35.4m | — |
| HighTower Advisors, LLC 0.09% of their portfolio | 529.9k $35.0m | — |
| Parcion Private Wealth LLC 3.90% of their portfolio | 520.5k $34.4m | — |
| Plancorp, LLC 2.24% of their portfolio | 508.3k $33.6m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio | 482.5k $31.9m | — |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 436.1k $28.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 406.3k $26.9m | — |
| Beaird Harris Wealth Management, LLC 4.93% of their portfolio | 340.3k $22.5m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.42% of their portfolio | 309.6k $20.5m | — |
| Evensky & Katz LLC 2.40% of their portfolio | 306.8k $20.3m | — |
| TruWealth Advisors, LLC 2.14% of their portfolio | 305.3k $20.2m | — |
| PrairieView Partners, LLC 3.24% of their portfolio | 298.9k $19.8m | — |
| Marquette Asset Management, LLC 6.15% of their portfolio | 297.3k $19.7m | — |
| Hill Investment Group Partners, LLC 5.59% of their portfolio | 293.6k $19.4m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 278.0k $18.4m | — |
| Moisand Fitzgerald Tamayo, LLC 4.60% of their portfolio | 253.5k $16.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.04% of their portfolio | 222.8k $14.7m | — |
| CPWM, LLC 1.34% of their portfolio | 215.4k $14.2m | — |
| B&D White Capital Company, LLC 4.98% of their portfolio | 201.1k $13.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 196.7k $13.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 185.2k $12.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 177.5k $11.7m | — |
| Burton Enright Welch 5.59% of their portfolio | 170.4k $11.3m | — |
| MFA WEALTH ADVISORS, LLC 4.16% of their portfolio | 169.6k $11.2m | — |
| AE Wealth Management LLC 0.09% of their portfolio | 164.3k $10.9m | — |
| EP Wealth Advisors, LLC 0.23% of their portfolio | 156.6k $10.4m | — |
| Klaas Financial Asset Advisors, LLC 2.60% of their portfolio | 154.9k $10.2m | — |
| Barber Financial Group, Inc. 2.97% of their portfolio | 154.6k $10.2m | — |
| Bluespring Wealth Management, LLC 1.45% of their portfolio | 151.1k $10.0m | — |
| Focus Partners Advisor Solutions, LLC 0.55% of their portfolio | 141.1k $9.3m | — |
| Allworth Financial LP 0.12% of their portfolio | 137.9k $9.1m | — |
| Financial Partners Group, Inc 2.40% of their portfolio | 137.9k $9.1m | — |
| SAGE RHINO CAPITAL LLC 3.58% of their portfolio | 134.8k $8.9m | — |
| Mraz, Amerine & Associates, Inc. 2.32% of their portfolio | 130.6k $8.6m | — |
| JRM Investment Counsel, LLC 3.63% of their portfolio | 128.9k $8.5m | — |
| STOCK YARDS BANK & TRUST CO 0.36% of their portfolio | 127.4k $8.4m | — |
| Bull Oak Capital, LLC 7.75% of their portfolio | 120.2k $7.9m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.9k $7.8m | — |
| Avestar Capital, LLC 2.13% of their portfolio | 115.9k $7.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 115.7k $7.7m | — |
| Tower Wealth Partners, Inc. 8.37% of their portfolio | 115.4k $8.8m | — |
| Foster Group, Inc. 0.61% of their portfolio | 111.6k $7.4m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.41% of their portfolio | 110.6k $7.3m | — |
| Waverly Advisors, LLC 0.49% of their portfolio | 105.1k $7.0m | — |
| Quantum Financial Advisors, LLC 3.02% of their portfolio | 103.0k $6.8m | — |
| Windsor Wealth Management, Inc. 1.77% of their portfolio | 102.4k $7.1m | — |
| Oakwell Private Wealth Management, LLC 3.74% of their portfolio | 102.1k $6.8m | — |
| Henrickson Nauta Wealth Advisors, Inc. 6.40% of their portfolio | 101.5k $6.7m | — |
| COWA, LLC 4.38% of their portfolio | 100.0k $6.6m | — |
| Chicago Partners Investment Group LLC 0.53% of their portfolio | 96.1k $7.4m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 94.2k $6.2m | — |
| WMG Financial Advisors, LLC 5.44% of their portfolio | 91.3k $6.0m | — |
| WMS Partners, LLC 0.82% of their portfolio | 91.0k $6.0m | — |
| Wealth Architects, LLC 1.26% of their portfolio | 90.9k $6.0m | — |
| Silicon Hills Wealth Management, LLC 4.76% of their portfolio | 90.6k $6.0m | — |
| Highland Financial Advisors, LLC 4.03% of their portfolio | 87.8k $5.8m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.25% of their portfolio | 87.6k $5.8m | — |
| Strategic Blueprint, LLC 0.73% of their portfolio | 87.4k $5.8m | — |
| Traverso Chambers Private Wealth Management, LLC 1.75% of their portfolio | 86.6k $5.7m | — |
| Great Point Wealth Advisors, LLC 2.13% of their portfolio | 86.5k $5.7m | — |
| Apeiron RIA LLC 2.74% of their portfolio | 85.5k $5.9m | — |
| Cerro Pacific Wealth Advisors LLC 3.43% of their portfolio | 85.4k $5.6m | — |
| Symphony Financial, Ltd. Co. 1.83% of their portfolio | 83.9k $5.6m | — |
| HUB Investment Partners, LLC 1.62% of their portfolio | 81.2k $5.4m | — |
| ARQ WEALTH ADVISORS, LLC 3.94% of their portfolio | 77.1k $5.1m | — |
| IAM Advisory, LLC 2.12% of their portfolio | 76.0k $5.0m | — |
| Sigma Planning Corp 0.18% of their portfolio | 72.4k $4.8m | — |
| RFG Advisory, LLC 0.32% of their portfolio | 72.2k $5.6m | — |
| Waypoint Capital Advisors, LLC 2.06% of their portfolio | 71.5k $4.7m | — |
| Continuum Advisory, LLC 0.82% of their portfolio | 69.8k $4.6m | — |
| MML INVESTORS SERVICES, LLC 0.03% of their portfolio | 67.9k $4.5m | — |
| PATHSTONE FAMILY OFFICE, LLC 0.04% of their portfolio | 66.9k $4.4m | — |
| Mattern Wealth Management LLC 1.75% of their portfolio | 65.9k $4.4m | — |
| Greenwich Wealth Management LLC 0.44% of their portfolio | 61.7k $4.1m | — |
| V Wealth Advisors LLC 0.79% of their portfolio | 59.6k $3.9m | — |
| Intelligent Financial Strategies 4.02% of their portfolio | 58.0k $3.8m | — |
| CARDIFF PARK ADVISORS, LLC 0.60% of their portfolio | 57.8k $3.8m | — |
| Clarus Group, Inc. 3.46% of their portfolio | 57.4k $3.8m | — |
| IHT Wealth Management, LLC 0.28% of their portfolio | 56.6k $3.7m | — |
| Financial Futures Ltd Liability Co. 3.47% of their portfolio | 54.8k $3.6m | — |
| Willow Creek Wealth Management Inc. 0.69% of their portfolio | 53.9k $3.6m | — |
| Passive Capital Management, LLC. 1.85% of their portfolio | 52.8k $3.5m | — |
| Aprio Wealth Management, LLC 1.36% of their portfolio | 51.3k $3.4m | — |
| SOUNDMARK WEALTH MANAGEMENT, LLC 2.36% of their portfolio | 51.0k $3.4m | — |
| SAX WEALTH ADVISORS, LLC 0.86% of their portfolio | 50.7k $3.4m | — |
| BAYSHORE ASSET MANAGEMENT, LLC 2.50% of their portfolio | 50.1k $3.3m | — |
| Midwest Heritage Bank, FSB 3.32% of their portfolio | 48.0k $3.2m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 47.4k $3.1m | — |
| SFG Wealth Management, LLC. 4.02% of their portfolio | 45.0k $3.0m | — |