Who Owns AMERICAN CENTY ETF TR (AVUV)? -- Institutional Holders (2026-06-30)
1,183 institutions reported holding $20.23B of AMERICAN CENTY ETF TR (AVUV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($2.70B), LPL Financial LLC ($981.2M), Focus Partners Wealth ($818.8M), BANK OF AMERICA CORP /DE/ ($431.6M), MORGAN STANLEY ($425.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $2.70B | 21.6M | Added |
| 2 | LPL Financial LLC | $981.2M | 7.9M | Added |
| 3 | Focus Partners Wealth | $818.8M | 6.6M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $431.6M | 3.5M | Added |
| 5 | MORGAN STANLEY | $425.2M | 3.4M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $385.7M | 3.1M | Added |
| 7 | Focus Partners Advisor Solutions, LLC | $374.3M | 3.0M | Added |
| 8 | Mason Investment Advisory Services, Inc. | $352.3M | 2.8M | Trimmed |
| 9 | Truepoint, Inc. | $331.1M | 2.7M | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $326.0M | 2.6M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $299.3M | 2.4M | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $285.2M | 2.3M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $240.7M | 1.9M | Added |
| 14 | Waverly Advisors, LLC | $224.8M | 1.8M | Added |
| 15 | UBS Group AG | $200.6M | 1.6M | Added |
| 16 | Plancorp, LLC | $191.5M | 1.5M | Added |
| 17 | HighTower Advisors, LLC | $178.8M | 1.4M | Added |
| 18 | TCI Wealth Advisors, Inc. | $173.3M | 1.4M | Added |
| 19 | Unison Advisors LLC | $166.7M | 1.3M | Added |
| 20 | OSAIC HOLDINGS, INC. | $162.3M | 1.3M | Trimmed |
| 21 | Evensky & Katz LLC | $144.7M | 1.2M | Trimmed |
| 22 | Wealth Management Nebraska | $141.4M | 1.1M | New |
| 23 | Plante Moran Financial Advisors, LLC | $139.6M | 1.1M | Added |
| 24 | Sequoia Financial Advisors, LLC | $132.7M | 1.1M | Trimmed |
| 25 | Cetera Investment Advisers | $132.3M | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30