AMERICAN CENTY ETF TR AVUQ
AVAN U S QUA ETF · ETP · CUSIP 02507A507
27
institutional holders
+7 vs Q1 2026
3.8m
shares reported held*
$248.7mreported value*
8 new
11 added
6 reduced
1 sold out
net bought ≈ $50.1m (+758.7k shares)
* 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 ≈ $66.05.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 3 |
| Q2 2025 | 7 |
| Q3 2025 | 10 |
| Q4 2025 | 17 |
| Q1 2026 | 20 |
| Q2 2026 | 27 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 6 | 1 |
| Q3 2025 | 8 | 3 |
| Q4 2025 | 9 | 4 |
| Q1 2026 | 16 | 2 |
| Q2 2026 | 19 | 7 |
Biggest buyers
| B&D White Capital Company, LLC | New | +323.0k |
| Bridgewater Advisors Inc. | New | +286.7k |
| Kooman & Associates | New | +231.4k |
| EnRich Financial Partners LLC | Added | +61.1k |
| NewEdge Advisors, LLC | Added | +42.1k |
| BANK OF MONTREAL /CAN/ | New | +12.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +9.7k |
| Strategic Blueprint, LLC | Added | +7.3k |
| LPL Financial LLC | New | +6.0k |
| Orion Capital Management LLC | Added | +4.9k |
Biggest sellers
| Cresset Asset Management, LLC | Reduced | -220.1k |
| TrustWell Financial Advisors, LLC | Reduced | -12.0k |
| Haven Private, LLC | Reduced | -5.3k |
| True Wealth Design, LLC | Reduced | -920 |
| CITADEL ADVISORS LLC | Reduced | -768 |
| Three Arch Wealth Management LLC | Reduced | -83 |
| UBS Group AG | Sold out | -36 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Cresset Asset Management, LLC 0.23% of their portfolio | 945.5k $62.4m | Reduced -220.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 910.9k $60.1m | Added +9.7k |
| B&D White Capital Company, LLC 2.12% of their portfolio | 323.0k $21.3m | New |
| Bridgewater Advisors Inc. 1.04% of their portfolio | 286.7k $19.1m | New |
| Strategic Blueprint, LLC 0.90% of their portfolio | 273.4k $18.0m | Added +7.3k |
| Kooman & Associates 4.10% of their portfolio | 231.4k $15.3m | New |
| Torren Management, LLC 6.55% of their portfolio | 195.2k $12.9m | Added +1.1k |
| NewEdge Advisors, LLC 0.03% of their portfolio | 164.2k $10.8m | Added +42.1k |
| TrustWell Financial Advisors, LLC 8.11% of their portfolio | 144.8k $9.6m | Reduced -12.0k |
| EnRich Financial Partners LLC 1.63% of their portfolio | 103.7k $6.8m | Added +61.1k |
| Three Arch Wealth Management LLC 0.59% of their portfolio | 57.9k $3.8m | Reduced -83 |
| True Wealth Design, LLC 0.42% of their portfolio | 26.9k $1.8m | Reduced -920 |
| Tortoise Investment Management, LLC 0.09% of their portfolio | 18.5k $1.2m | Unchanged |
| LEGACY FINANCIAL GROUP, INC. 0.21% of their portfolio | 13.9k $917.3k | Added +189 |
| Herold Advisors, Inc. 0.18% of their portfolio | 13.5k $891.0k | Added +2.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 12.9k $849.5k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $682.2k | Reduced -768 |
| Haven Private, LLC 0.18% of their portfolio | 7.2k $472.3k | Reduced -5.3k |
| LPL Financial LLC 0.00% of their portfolio | 6.0k $399.0k | New |
| Orion Capital Management LLC 0.10% of their portfolio | 4.9k $326.0k | Added +4.9k |
| Plancorp, LLC 0.01% of their portfolio | 4.9k $321.9k | Added +480 |
| Sankala Group LLC 0.21% of their portfolio | 4.7k $317.6k | Added +3.3k |
| Tyche Wealth Partners LLC 0.03% of their portfolio | 3.8k $248.5k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 870 $57.4k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 160 $10.6k | New |
| LAM GROUP, INC. 0.00% of their portfolio | 25 $1.6k | Added +20 |
| Beaird Harris Wealth Management, LLC 0.00% of their portfolio | 0 $9 | Unchanged |