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Disclosery

AVES AMERICAN CENTY ETF TR

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SHS (fund)

127 managers (128 13F filers) reported a position in AVES shares at 2025-06-30, 9,461,349 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
127
13F filers
128
New
14
Added
67
Reduced
30
Sold out
5
Shares held by filers
9,461,349

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,468,649$78.6M0.04%+511,89113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,006,915$53.9M+75,014Timeline
Empowered Funds, LLC785,886$42.1M0.48%-10,66413F-HRTimeline
Armbruster Capital Management, Inc.339,604$18.2M3.29%+19,03813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC301,100$16.1M0.03%+250,67413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC292,432$15.7M0.06%+17,31213F-HRTimelineGroup
Meredith Wealth Planning271,441$14.5M5.28%+35,18713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,831$11.8M<0.01%+15,02413F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…217,778$11.7M4.46%+2,10813F-HRTimeline
HighTower Advisors, LLC200,262$10.7M0.01%+4,24713F-HRTimeline
BSW Wealth Partners194,087$10.4M1.42%+10,98913F-HRTimeline
B&D White Capital Company, LLC192,264$10.3M1.57%+96,31213F-HRTimeline
Austin Wealth Management, LLC179,015$9.66M1.72%+51,26513F-HRTimeline
ANDERSON HOAGLAND & CO155,671$8.34M0.8%+26713F-HRTimeline
Allegiance Financial Group Advisory Ser…154,670$8.28M2.19%+12,62513F-HRTimeline
Golden Bell Financial Planning LLC154,150$8.25M7.77%-6,79113F-HRTimeline
Symmetry Partners, LLC145,785$7.81M0.96%+20,65113F-HRTimeline
Global Strategic Investment Solutions, …141,044$7.55M0.81%-11,05813F-HRTimeline
Perigon Wealth Management, LLC139,653$7.48M0.17%+11,76513F-HRTimeline
Simplicity Wealth,LLC137,640$7.37M0.31%+73,06213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…135,443$7.25M1.65%+6,09213F-HRTimeline
Apeiron RIA LLC130,679$7M1.8%+12,75713F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.126,408$6.77M0.04%+42,34313F-HRTimelineGroup
FIDELITY D & D BANCORP INC119,266$6.39M3.91%+11,76313F-HRTimeline
AlphaCore Capital LLC103,790$5.56M0.21%+82,21213F-HRTimeline
ENZI WEALTH102,792$5.54M2.03%-1,22513F-HRTimeline
Fortress Wealth Management, Inc.98,624$5.28M2.55%+3,07913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC93,723$5.02M2.29%-5,08313F-HRTimeline
Oceanside Advisors LLC93,533$5.01M3.35%+2,04013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,772$4.43M0.01%new13F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC81,667$4.37M3.36%+2,08013F-HRTimeline
Cascade Financial Partners, LLC78,104$4.18M0.5%+1,96413F-HRTimeline
Tortoise Investment Management, LLC69,919$3.74M0.36%-1,61213F-HRTimeline
MML INVESTORS SERVICES, LLC68,007$3.64M0.01%+2,33513F-HRTimeline
Northland Capital Management LLC63,449$3.4M2.09%+2,00113F-HRTimeline
CSS LLC/IL62,973$3.37M0.21%+3,17013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP60,184$3.22M<0.01%-30,89313F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,475$3.02M0.03%+7,20013F-HRTimelineGroup
OneDigital Investment Advisors LLC54,514$2.92M0.03%new13F-HRTimeline
LPL Financial LLC53,881$2.89M<0.01%+6,48213F-HRTimeline
Creative Planningin group Creative Planning51,980$2.78M<0.01%+5,55513F-HRTimelineGroup
Strategic Blueprint, LLC50,542$2.71M0.13%+3,23713F-HRTimeline
Parkshore Wealth Management, Inc.50,149$2.69M1.31%-15,05113F-HRTimeline
Wedmont Private Capital46,523$2.51M0.11%+3,63813F-HRTimeline
PFC CAPITAL GROUP, INC.44,889$2.4M1.11%+23,97013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,928$2.3M0.06%+3,61213F-HRTimeline
ENTREWEALTH, LLC37,279$2M1.38%+9,44313F-HRTimeline
Gibson Capital, LLC37,010$1.98M0.39%new13F-HRTimeline
Private Advisor Group, LLC35,593$1.91M0.01%-8,81113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,834$1.81M<0.01%+1,72513F-HRTimeline
CoreFirst Bank & Trust33,612$1.8M1.02%+3,10013F-HRTimeline
Cypress Point Wealth Management, LLC25,637$1.37M0.33%-2,03313F-HRTimeline
Asset Dedication, LLC23,832$1.28M0.09%-1,18013F-HRTimeline
UMB Bank, n.a.23,258$1.25M0.02%-20313F-HR/ATimeline
Cresset Asset Management, LLC21,125$1.13M0.01%-4,32113F-HR/ATimeline
OLD MISSION CAPITAL LLC19,996$1.07M0.03%new13F-HRTimeline
True Wealth Design, LLC18,990$1.02M0.36%+16,13913F-HRTimeline
NCM Capital Management, LLC17,669$946K0.39%+89313F-HRTimeline
Mraz, Amerine & Associates, Inc.17,423$933K0.15%-1013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,265$924K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…17,260$924K0.08%+16513F-HRTimeline
Good Life Advisors, LLC16,341$875K0.05%+1,34913F-HRTimeline
Sensible Money, LLC16,333$875K0.33%+413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,196$814K0.01%013F-HRTimelineGroup
Jackson Creek Investment Advisors LLC14,247$763K0.21%-48313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,559$724K<0.01%-1013F-HRTimelineGroup
Jacobi Capital Management LLC12,970$694K0.05%+1,36513F-HRTimeline
Breakwater Capital Group12,621$676K0.11%-26413F-HRTimeline
Versant Capital Management, Inc12,285$658K0.1%+61013F-HRTimeline
Werba Rubin Papier Wealth Management12,069$646K0.12%-36413F-HRTimeline
Waverly Advisors, LLC10,417$558K0.01%-9213F-HRTimeline
PrairieView Partners, LLC10,280$550K0.05%-92013F-HRTimeline
Vestment Financial LLC10,171$549K0.35%+513F-HRTimeline
CoreCap Advisors, LLC10,211$547K0.02%+1,81613F-HRTimeline
LAM GROUP, INC.10,045$538K0.36%+3,08513F-HRTimeline
DBK Financial Counsel, LLC9,830$526K0.48%013F-HRTimeline
HB Wealth Management, LLC9,482$508K<0.01%-69813F-HRTimeline
WMG Financial Advisors, LLC9,150$490K0.18%013F-HRTimeline
Betterment LLC9,026$483K<0.01%+4,04513F-HRTimeline
Accredited Wealth Management, LLC8,585$460K0.37%new13F-HRTimeline
Comprehensive Money Management Services…8,440$452K0.34%-1,00013F-HRTimeline
GUIDANCE CAPITAL, INC8,018$429K0.12%+13713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,586$406K<0.01%+4,86613F-HRTimelineGroup
Farther Finance Advisors, LLC7,535$403K0.01%+2,14313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,473$400K0.01%+1,82013F-HRTimelineGroup
Cloud Capital Management, LLC7,237$391K0.24%+1,27313F-HRTimeline
Seed Wealth Management, Inc.7,130$382K0.28%013F-HRTimeline
Ariadne Wealth Management, LP6,722$376K0.18%+313F-HRTimeline
Pacific Asset Management, LLC6,467$346K0.28%+28513F-HRTimeline
XY Planning Network, Inc.6,077$325K0.11%+1,41113F-HRTimeline
Efficient Frontier Advisors LLC5,810$311K0.2%+8013F-HRTimeline
TFB Advisors LLC5,578$299K0.08%-5,71013F-HRTimeline
FMB WEALTH MANAGEMENT5,490$294K0.14%013F-HRTimeline
Financial Architects, LLC4,710$252K0.15%new13F-HRTimeline
WealthShield Partners, LLC4,469$239K0.03%-10013F-HRTimeline
Physician Wealth Solutions Inc.4,359$233K0.11%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,302$230K0.02%+5813F-HRTimeline
Life Planning Partners, Inc4,130$221K0.18%new13F-HRTimeline
Orcam Financial Group3,961$212K0.18%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,054$164K<0.01%-2,53413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,932$157K<0.01%+1,32113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,464$132K<0.01%+1,98713F-HRTimelineGroup
PRIVATE TRUST CO NA1,944$104K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,829$97.9K<0.01%+9713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,386$74.2K<0.01%-48113F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,189$63.7K<0.01%-2013F-HRTimelineGroup
Parkside Financial Bank & Trust1,148$61.5K0.01%013F-HRTimeline
Allworth Financial LP930$49.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN741$39.7K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC590$31.6K<0.01%+913F-HRTimeline
Kiker Wealth Management, LLC510$27.3K0.02%new13F-HRTimeline
Bank of New Hampshire424$22.7K0.01%new13F-HRTimeline
WealthCollab, LLC340$18.2K0.01%013F-HRTimeline
Kings Path Partners LLC323$17.3K0.01%-30113F-HRTimeline
UBS Group AGin group UBS Group AG319$17.1K<0.01%+6513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC305$16.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC182$10K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC169$9.06K<0.01%+4213F-HRTimelineGroup
Orion Capital Management LLC90$4.82K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC69$3.69K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC61$3.26K<0.01%+113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$3.21K<0.01%-11213F-HRTimeline
Global Retirement Partners, LLC50$2.68K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.25$1.34K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17$910<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12$643<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.