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Disclosery

AVES AMERICAN CENTY ETF TR

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SHS (fund)

183 managers (185 13F filers) reported a position in AVES shares at 2026-06-30, 18,493,321 shares in all. 25 filers opened a position and 7 filers sold out during the quarter.

Managers
183
13F filers
185
New
25
Added
86
Reduced
49
Sold out
7
Shares held by filers
18,493,321

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,605,120$171M3.07%+19,23413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,499,305$164M0.07%+330,87013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,251,639$148M0.03%+88,08113F-HRTimelineGroup
First Command Advisory Services, Inc.1,816,551$119M0.71%+39,15913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding798,908$52.4M-26,386Timeline
Empowered Funds, LLC695,217$45.6M0.24%-18,58413F-HRTimeline
Symmetry Partners, LLC397,745$26.1M1.33%+8,08613F-HRTimeline
Armbruster Capital Management, Inc.353,764$23.2M3.46%+5,37513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC300,914$19.7M0.06%-2,78513F-HRTimelineGroup
Meredith Wealth Planning289,074$19M4.48%+3,26613F-HRTimeline
Three Arch Wealth Management LLC259,889$17M2.62%+19,96813F-HRTimeline
HighTower Advisors, LLC247,057$16.2M0.02%+1,89413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…221,780$14.5M4.33%+93713F-HRTimeline
Allegiance Financial Group Advisory Ser…211,649$13.9M2.4%+15,20413F-HRTimeline
FIDELITY D & D BANCORP INC208,886$13.7M4.7%+24,31513F-HRTimeline
BSW Wealth Partners186,691$12.2M1.36%-5,83413F-HRTimeline
B&D White Capital Company, LLC178,419$11.7M1.16%-52,37813F-HRTimeline
Perigon Wealth Management, LLC165,169$10.8M0.17%+7,40913F-HRTimeline
ANDERSON HOAGLAND & CO157,946$10.4M0.81%-6,11113F-HRTimeline
Austin Wealth Management, LLC160,147$10.1M2.13%+7,97713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…149,666$9.82M1.87%+1,20113F-HRTimeline
Apeiron RIA LLC148,713$9.76M2.5%+1,01113F-HRTimeline
Global Strategic Investment Solutions, …141,820$9.3M0.83%-1,79613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/134,785$8.84M<0.01%+11,40413F-HRTimelineGroup
Cornerstone Wealth Partners, LLC133,744$8.77M4.08%+15,73513F-HRTimeline
Cascade Financial Partners, LLC132,338$8.68M0.75%+23,61813F-HRTimeline
MML INVESTORS SERVICES, LLC129,351$8.49M0.02%+66,53813F-HRTimeline
Golden Bell Financial Planning LLC126,665$8.31M6.11%-7,81913F-HRTimeline
Diversified Portfolios, Inc.117,421$7.7M0.56%new13F-HRTimeline
Farther Finance Advisors, LLC114,171$7.49M0.06%+9,59513F-HRTimeline
EJMK Ventures LLC110,433$7.24M3.29%+43,81413F-HRTimeline
ATLas Financial Planning LLC103,464$6.79M5.5%+3,32313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,793$6.35M0.01%+41,99213F-HRTimelineGroup
Oceanside Advisors LLC96,076$6.3M3.18%+2,58613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC95,365$6.26M3.65%+4,34813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC92,431$6.06M0.04%+12,25913F-HRTimelineGroup
AlphaCore Capital LLC92,248$6.05M0.11%-2,97813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC87,332$5.73M2.05%+1,28813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,952$5.64M<0.01%+31,59713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC80,618$5.29M0.01%+61,83013F-HRTimelineGroup
Greenspring Advisors, LLC77,619$5.09M0.28%-53813F-HRTimeline
LPL Financial LLC77,365$5.08M<0.01%+30,95413F-HRTimeline
Simplicity Wealth,LLC74,237$4.87M0.16%+2,60413F-HRTimeline
MB Generational Wealth, LLC71,940$4.72M2.31%+54313F-HRTimeline
Tortoise Investment Management, LLC67,181$4.41M0.33%-56213F-HRTimeline
PFC CAPITAL GROUP, INC.66,302$4.35M1.67%+1,53913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP65,415$4.29M0.01%-19513F-HR/ATimelineGroup
CSS LLC/IL62,973$4.13M0.18%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,495$4.03M0.06%new13F-HRTimeline
ENTREWEALTH, LLC60,900$3.95M1.46%+5,74013F-HRTimeline
Northland Capital Management LLC59,145$3.88M2.09%-12,26713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,726$3.66M<0.01%-155,88113F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.52,320$3.43M2.13%new13F-HRTimeline
Trailhead Planners LLC50,126$3.29M3.18%-5,09813F-HRTimeline
Parkshore Wealth Management, Inc.48,114$3.16M0.91%-3,10813F-HRTimeline
Wedmont Private Capital46,577$3.06M0.08%+48313F-HRTimeline
Creative Planningin group Creative Planning46,433$3.05M<0.01%-48513F-HRTimelineGroup
OneDigital Investment Advisors LLC44,675$2.93M0.02%+52113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,385$2.47M<0.01%+6,19413F-HRTimelineGroup
Gibson Capital, LLC36,601$2.4M0.39%-1913F-HRTimeline
Quantinno Capital Management LP35,366$2.32M<0.01%+7,06013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,754$2.21M<0.01%+1,32813F-HRTimelineGroup
CoreFirst Bank & Trust32,902$2.16M1.07%-2013F-HRTimeline
UMB Bank, n.a.28,996$1.9M0.02%-1,39913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SHUFRO ROSE & CO LLC25,675$1.68M0.1%+57213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,130$1.65M<0.01%+1,11813F-HRTimeline
Mraz, Amerine & Associates, Inc.24,751$1.62M0.23%+7,58613F-HRTimeline
Cypress Point Wealth Management, LLC23,655$1.55M0.32%+513F-HRTimeline
Jacobi Capital Management LLC23,070$1.51M0.07%+1,79113F-HRTimeline
WorthPointe, LLC22,931$1.5M0.38%+6,31213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,235$1.46M<0.01%-6,84113F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,869$1.43M0.04%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,722$1.42M+1,775Timeline
Capital Investment Advisory Services, L…21,020$1.38M0.09%+26013F-HRTimeline
Asset Dedication, LLC20,448$1.34M0.08%013F-HRTimeline
Accurate Wealth Management, LLC20,413$1.34M0.13%+7,36613F-HRTimeline
Cresset Asset Management, LLC20,350$1.33M<0.01%013F-HRTimeline
ENZI WEALTH20,581$1.32M0.42%-1,89513F-HRTimeline
NCM Capital Management, LLC19,316$1.27M0.39%+23513F-HRTimeline
Versant Capital Management, Inc19,047$1.25M0.11%+6,71313F-HRTimeline
OLD MISSION CAPITAL LLC18,673$1.22M0.03%-86,42313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,132$1.19M<0.01%-23,31013F-HRTimelineGroup
CoreCap Advisors, LLC17,710$1.16M0.03%+2,63113F-HRTimeline
LAM GROUP, INC.16,910$1.11M0.55%+55013F-HRTimeline
Strategic Blueprint, LLC16,777$1.1M0.05%-60113F-HRTimeline
Sensible Money, LLC16,341$1.07M0.28%+213F-HRTimeline
True Wealth Design, LLC16,100$1.06M0.25%-15013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,596$957K0.01%013F-HRTimelineGroup
Breakwater Capital Group14,387$944K0.11%+7613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,791$905K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS13,387$878K0.09%new13F-HRTimeline
Cloud Capital Management, LLC13,018$853K0.31%+90213F-HRTimeline
Sigma Planning Corp12,899$846K0.02%new13F-HRTimeline
M Wealth Management, LLC12,500$820K0.64%new13F-HRTimeline
Brand Asset Management Group, Inc.12,190$800K0.18%-24813F-HRTimeline
Sankala Group LLC11,940$772K0.51%+5,07113F-HRTimeline
Haven Private, LLC10,797$708K0.27%-95013F-HRTimeline
Savant Capital, LLC10,729$704K<0.01%+15413F-HRTimeline
Werba Rubin Papier Wealth Management10,588$695K0.08%-67513F-HRTimeline
Waverly Advisors, LLC10,502$689K<0.01%+15713F-HRTimeline
Merit Financial Group, LLC10,481$688K<0.01%+11013F-HR/ATimeline
XY Planning Network, Inc.10,433$684K0.09%+4,24613F-HRTimeline
GUIDANCE CAPITAL, INC10,397$664K0.14%+72313F-HRTimeline
Betterment LLC10,024$658K<0.01%-23113F-HRTimeline
Seed Wealth Management, Inc.9,710$637K0.4%+1,83013F-HRTimeline
Creative Capital Management Investments…8,997$590K0.14%new13F-HRTimeline
Comprehensive Money Management Services…8,490$557K0.35%-12013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,369$549K<0.01%+77413F-HRTimelineGroup
Summit Financial, LLC8,155$535K0.01%-16013F-HRTimeline
DBK Financial Counsel, LLC7,925$520K0.44%-1,63013F-HRTimeline
Vestment Financial LLC7,814$506K0.23%-57113F-HRTimeline
HB Wealth Management, LLC7,551$495K<0.01%-1,26013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.7,500$492K0.38%+10013F-HRTimeline
marrick wealth, LLC7,478$491K0.35%-1,62013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,086$465K<0.01%+20213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,947$456K<0.01%+2,61513F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.6,774$444K0.11%+66213F-HRTimeline
Ariadne Wealth Management, LP6,727$441K0.2%+113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,239$409K<0.01%+213F-HRTimeline
WMG Financial Advisors, LLC6,150$403K0.15%013F-HRTimeline
Pacific Asset Management, LLC6,087$399K0.2%+1813F-HRTimeline
Freedom Day Solutions, LLC5,703$374K0.08%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,604$368K0.01%+33013F-HRTimelineGroup
FMB WEALTH MANAGEMENT5,490$360K0.13%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,270$346K<0.01%-23413F-HRTimelineGroup
Clearstead Advisors, LLC5,188$340K<0.01%+3513F-HRTimeline
Apella Capital, LLC4,892$316K<0.01%+3113F-HRTimeline
Financial Architects, LLC4,710$309K0.15%013F-HRTimeline
Nuveen, LLCin group TIAA4,700$308K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,357$286K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,219$277K<0.01%new13F-HR/ATimeline
Orcam Financial Group4,070$267K0.13%+2813F-HRTimeline
Powerhouse Assets LLC4,063$267K0.22%-1,34813F-HRTimeline
Physician Wealth Solutions Inc.3,977$261K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC3,930$258K<0.01%new13F-HRTimeline
Plancorp, LLC3,905$251K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,795$249K<0.01%+44813F-HRTimelineGroup
Gladstone Institutional Advisory LLC3,561$234K0.01%-2413F-HRTimeline
Savvy Advisors, Inc.3,505$230K<0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC3,493$229K0.04%+14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,472$228K<0.01%+49513F-HRTimelineGroup
Evanson Financial, LLC3,373$221K0.01%13F-HRTimeline
Kane Co Wealth Management, Inc.3,178$208K0.16%-25013F-HRTimeline
Aprio Wealth Management, LLC3,081$202K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,934$192K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,742$180K0.01%+1713F-HRTimeline
MCF Advisors LLC2,705$177K0.01%-5,96513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,011$132K<0.01%013F-HRTimelineGroup
3 FACTOR INDEXING, LLC1,570$103K0.09%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,450$95.1K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC1,339$87.9K0.04%+55513F-HRTimeline
FMR LLCin group FMR LLC1,025$67.2K<0.01%-32113F-HRTimelineGroup
Allworth Financial LP930$61K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO715$46.5K<0.01%+45913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC590$38.7K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC434$28.5K0.01%+28413F-HRTimeline
Bank of New Hampshire423$27.7K0.01%013F-HRTimeline
Kings Path Partners LLC399$26.2K0.01%+1813F-HRTimeline
Community Bank, N.A.392$25.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA373$24K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC340$22.3K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC312$20.5K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…232$15.2K0.01%new13F-HRTimeline
NorthAvenue LLC189$12.4K0.01%013F-HRTimeline
Atomic Invest LLC181$11.8K<0.01%-17213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146$9.58K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.134$8.79K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC128$8.4K<0.01%new13F-HRTimeline
REAP Financial Group, LLC113$7.41K<0.01%new13F-HRTimeline
IFG Advisory, LLC105$6.89K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC88$5.76K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…72$4.72K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC69$4.53K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60$3.94K<0.01%-6413F-HRTimelineGroup
RHL GROUP, LLC57$3.76K<0.01%+1613F-HRTimeline
Beaird Harris Wealth Management, LLC51$3.37K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC50$3.28K<0.01%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC48$3.15K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG16$1.05K<0.01%-91513F-HRTimelineGroup
Orion Capital Management LLC16$1.05K<0.01%-7413F-HRTimeline
AE Wealth Management LLC15$984<0.01%-4413F-HRTimeline
Strategic Wealth Partners, Ltd.9$590<0.01%-813F-HRTimeline
Smartleaf Asset Management LLC5$325<0.01%013F-HRTimeline