AMERICAN CENTY ETF TR AVUS
US EQT ETF · ETP · CUSIP 025072885
170
institutional holders
23.9m
shares reported held*
$1.5bnreported 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 ≈ $62.76.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, 9.89% of their portfolio | 2.3m $140.7m | — |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 1.5m $94.0m | — |
| HighTower Advisors, LLC 0.20% of their portfolio | 1.2m $75.6m | — |
| Allworth Financial LP 0.83% of their portfolio | 1.1m $65.7m | — |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC 29.01% of their portfolio | 884.9k $55.2m | — |
| LPL Financial LLC 0.04% of their portfolio | 741.6k $46.2m | — |
| RVW Wealth, LLC 6.27% of their portfolio | 716.5k $44.7m | — |
| Adero Partners, LLC 6.00% of their portfolio | 711.1k $47.5m | — |
| Waypoint Wealth Partners Inc. 16.74% of their portfolio | 636.7k $39.7m | — |
| BCR Wealth Strategies, LLC 40.44% of their portfolio | 632.4k $39.4m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.09% of their portfolio | 534.0k $33.3m | — |
| Plancorp, LLC 2.13% of their portfolio | 512.2k $31.9m | — |
| Smith Anglin Financial, LLC 6.59% of their portfolio | 502.0k $31.3m | — |
| Great Point Wealth Advisors, LLC 11.34% of their portfolio | 487.6k $30.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio | 461.9k $28.8m | — |
| AWM CAPITAL, LLC 10.93% of their portfolio | 457.9k $32.4m | — |
| B&D White Capital Company, LLC 9.36% of their portfolio | 401.3k $25.0m | — |
| Quantum Financial Advisors, LLC 11.08% of their portfolio | 400.7k $25.0m | — |
| Rockwood Wealth Management, LLC 7.20% of their portfolio | 361.1k $22.5m | — |
| Modera Wealth Management, LLC 1.13% of their portfolio | 358.5k $22.4m | — |
| Strategic Blueprint, LLC 2.73% of their portfolio | 345.6k $21.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 297.8k $18.6m | — |
| SC&H Financial Advisors, Inc. 8.88% of their portfolio | 284.9k $17.8m | — |
| CPWM, LLC 1.65% of their portfolio | 281.4k $17.5m | — |
| Silicon Hills Wealth Management, LLC 13.06% of their portfolio | 263.8k $16.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.10% of their portfolio | 261.8k $16.3m | — |
| Passive Capital Management, LLC. 8.31% of their portfolio | 252.1k $15.7m | — |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3.37% of their portfolio | 226.2k $14.1m | — |
| WMS Partners, LLC 1.78% of their portfolio | 210.0k $13.1m | — |
| Avestar Capital, LLC 3.56% of their portfolio | 205.6k $12.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 184.9k $11.5m | — |
| REGATTA CAPITAL GROUP, LLC 4.89% of their portfolio | 184.1k $12.0m | — |
| WMG Financial Advisors, LLC 10.29% of their portfolio | 183.3k $11.4m | — |
| AdvisorNet Financial, Inc 1.10% of their portfolio | 176.7k $11.0m | — |
| V Wealth Advisors LLC 2.20% of their portfolio | 175.6k $10.9m | — |
| Highland Financial Advisors, LLC 7.46% of their portfolio | 172.5k $10.8m | — |
| Waypoint Capital Advisors, LLC 4.58% of their portfolio | 168.7k $10.5m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.21% of their portfolio | 167.5k $10.4m | — |
| Divergent Planning, LLC 7.68% of their portfolio | 167.3k $10.4m | — |
| Henrickson Nauta Wealth Advisors, Inc. 9.72% of their portfolio | 163.5k $10.2m | — |
| Burton Enright Welch 4.94% of their portfolio | 159.7k $10.0m | — |
| GRAND WEALTH MANAGEMENT, LLC 5.10% of their portfolio | 155.7k $9.7m | — |
| JRM Investment Counsel, LLC 4.02% of their portfolio | 151.4k $9.4m | — |
| 55I, LLC 0.26% of their portfolio | 149.5k $9.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 146.8k $9.2m | — |
| SAX WEALTH ADVISORS, LLC 2.15% of their portfolio | 134.2k $8.4m | — |
| WorthPointe, LLC 7.02% of their portfolio | 133.3k $8.3m | — |
| CARDIFF PARK ADVISORS, LLC 1.24% of their portfolio | 127.2k $7.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 126.3k $7.9m | — |
| WR Wealth Planners, LLC 5.44% of their portfolio | 124.0k $7.7m | — |
| PARK AVENUE SECURITIES LLC 0.15% of their portfolio | 119.5k $7.4m | — |
| LexAurum Advisors, LLC 2.86% of their portfolio | 118.8k $7.4m | — |
| ML & R WEALTH MANAGEMENT LLC 2.40% of their portfolio | 114.0k $7.1m | — |
| SAGE RHINO CAPITAL LLC 2.70% of their portfolio | 107.6k $6.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 104.7k $6.5m | — |
| Chicago Partners Investment Group LLC 0.50% of their portfolio | 102.8k $7.0m | — |
| Brio Consultants, LLC 1.32% of their portfolio | 93.4k $6.2m | — |
| Foundations Investment Advisors, LLC 0.25% of their portfolio | 92.8k $5.8m | — |
| Callan Capital, LLC 0.93% of their portfolio | 91.6k $5.7m | — |
| Belpointe Asset Management LLC 0.39% of their portfolio | 91.4k $5.7m | — |
| Tortoise Investment Management, LLC 1.03% of their portfolio | 85.0k $5.3m | — |
| Hill Investment Group Partners, LLC 1.43% of their portfolio | 79.9k $5.0m | — |
| Echo Wealth Management, LLC 6.54% of their portfolio | 74.4k $5.0m | — |
| Wedmont Private Capital 0.91% of their portfolio | 72.3k $4.5m | — |
| Facet Wealth, Inc. 0.34% of their portfolio | 66.4k $4.5m | — |
| Private Advisor Group, LLC 0.04% of their portfolio | 62.5k $3.9m | — |
| CVA Family Office, LLC 1.03% of their portfolio | 60.6k $3.8m | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 1.60% of their portfolio | 58.1k $3.6m | — |
| Versant Capital Management, Inc 1.31% of their portfolio | 53.4k $3.3m | — |
| BAYSHORE ASSET MANAGEMENT, LLC 2.39% of their portfolio | 50.8k $3.2m | — |
| SOL Capital Management CO 0.66% of their portfolio | 50.6k $3.2m | — |
| OneDigital Investment Advisors LLC 0.12% of their portfolio | 50.4k $3.1m | — |
| ANDERSON HOAGLAND & CO 0.50% of their portfolio | 50.4k $3.1m | — |
| EverSource Wealth Advisors, LLC 0.72% of their portfolio | 50.1k $3.1m | — |
| Integrity Advisory, LLC 2.70% of their portfolio | 46.7k $2.9m | — |
| Kestra Advisory Services, LLC 0.03% of their portfolio | 44.6k $2.8m | — |
| Perigon Wealth Management, LLC 0.23% of their portfolio | 42.4k $2.6m | — |
| MORGAN STANLEY 0.00% of their portfolio | 42.0k $2.6m | — |
| UBS Group AG 0.00% of their portfolio | 41.1k $2.6m | — |
| Apella Capital, LLC 0.30% of their portfolio | 41.0k $2.6m | — |
| Truadvice, LLC 1.52% of their portfolio | 39.4k $2.7m | — |
| HB Wealth Management, LLC 0.05% of their portfolio | 38.6k $2.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 38.4k $2.4m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 37.7k $2.3m | — |
| Magnus Financial Group LLC 0.41% of their portfolio | 34.4k $2.1m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 34.1k $2.1m | — |
| WEALTHSOURCE PARTNERS, LLC 0.16% of their portfolio | 33.7k $2.1m | — |
| McLean Asset Management Corp 0.82% of their portfolio | 33.3k $2.1m | — |
| UMB Bank, n.a. 0.03% of their portfolio | 33.1k $2.1m | — |
| Cornerstone Wealth Management, LLC 0.22% of their portfolio | 32.0k $2.0m | — |
| Quantitative Advantage, LLC 0.35% of their portfolio | 32.0k $2.0m | — |
| SILVERLAKE WEALTH MANAGEMENT LLC 1.29% of their portfolio | 30.6k $1.9m | — |
| Prosperity Planning, Inc. 0.90% of their portfolio | 27.8k $1.7m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.3k $1.7m | — |
| Mutual Advisors, LLC 0.08% of their portfolio | 25.2k $1.6m | — |
| Bridge Advisory, LLC 0.74% of their portfolio | 24.4k $1.5m | — |
| Auxano Advisors, LLC 0.68% of their portfolio | 23.9k $1.5m | — |
| Annapolis Financial Services, LLC 0.54% of their portfolio | 23.6k $1.5m | — |
| Capital Group Private Client Services, Inc. 0.02% of their portfolio | 23.2k $1.4m | — |
| WESPAC Advisors SoCal, LLC 0.65% of their portfolio | 22.6k $1.6m | — |