AMERICAN CENTURY ETF TRUST - AVIE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Plancorp, LLC | History | No change | 21,457 | 1,638 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,610 | 565 | 0.0% | 0.0% | 2 | -1,896 | -19.95% | Q2 2026 | Sep 02, 2026 |
| Verus Financial Partners, Inc. | History | No change | 4,447 | 330 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rialto Wealth Management, LLC | History | New | 2,750 | 204 | 0.04% | — | 4 | +2,750 | New | Q2 2026 | Aug 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,479 | 109 | 0.06% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 475 | 35 | 0.0% | 0.0% | 6 | +152 | 47.06% | Q2 2026 | Aug 13, 2026 |
| LAM GROUP, INC. | History | Added to | 205 | 15 | 0.01% | 0.01% | 7 | +25 | 13.89% | Q2 2026 | Jul 10, 2026 |