Skip to content
Disclosery

AVES AMERICAN CENTY ETF TR

Follow

SHS (fund)

151 managers (153 13F filers) reported a position in AVES shares at 2025-12-31, 9,696,566 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
151
13F filers
153
New
18
Added
64
Reduced
37
Sold out
10
Shares held by filers
9,696,566

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,772,229$103M0.05%+187,11413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding830,466$48.4M-385,998Timeline
Symmetry Partners, LLC378,071$22M1.3%+218,98913F-HRTimeline
Armbruster Capital Management, Inc.347,503$20.3M3.4%+1,21413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC308,386$18M0.07%+8,34113F-HRTimelineGroup
B&D White Capital Company, LLC299,158$17.4M2.02%+108,11313F-HRTimeline
Meredith Wealth Planning280,157$16.3M4.86%+1,80213F-HRTimeline
HighTower Advisors, LLC247,836$14.5M0.02%+94013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC238,870$13.9M<0.01%+10,05713F-HRTimelineGroup
Three Arch Wealth Management LLC232,646$13.6M2.54%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…218,727$12.8M4.56%+22713F-HRTimeline
Austin Wealth Management, LLC206,384$12.3M1.82%+17,17013F-HRTimeline
BSW Wealth Partners193,168$11.3M1.35%-7,20913F-HRTimeline
Allegiance Financial Group Advisory Ser…184,744$10.8M2.26%+14,41113F-HRTimeline
Apeiron RIA LLC152,222$9.51M1.93%+9,26813F-HRTimeline
FIDELITY D & D BANCORP INC157,827$9.2M3.97%+21,28813F-HRTimeline
ANDERSON HOAGLAND & CO153,919$8.98M0.77%-2,20513F-HRTimeline
Perigon Wealth Management, LLC153,651$8.96M0.16%+2,63613F-HRTimeline
Global Strategic Investment Solutions, …145,435$8.48M0.83%-1,19313F-HRTimeline
Golden Bell Financial Planning LLC144,189$8.41M7%-3,42413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…139,184$8.12M1.68%+3,71113F-HRTimeline
Farther Finance Advisors, LLC123,061$7.18M0.08%+106,98213F-HRTimeline
Cornerstone Wealth Partners, LLC102,213$5.96M4.14%13F-HRTimeline
AlphaCore Capital LLC99,286$5.79M0.13%-3,45113F-HRTimeline
ATLas Financial Planning LLC96,151$5.61M5.5%13F-HRTimeline
Oceanside Advisors LLC92,206$5.38M3.26%-75313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC91,511$5.34M2.18%-1,78913F-HRTimeline
Cascade Financial Partners, LLC87,457$5.1M0.52%+8,69413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC85,264$4.97M3.52%+1,71613F-HRTimeline
Greenspring Advisors, LLC75,242$4.39M0.27%+56,13913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC72,656$4.24M0.04%+8,16213F-HRTimelineGroup
Simplicity Wealth,LLC72,298$4.22M0.25%+3,83013F-HRTimeline
MB Generational Wealth, LLC70,823$4.13M2.19%+4,70413F-HRTimeline
MML INVESTORS SERVICES, LLC70,612$4.12M0.01%+5,07613F-HRTimeline
Tortoise Investment Management, LLC68,703$4.01M0.35%-1,80613F-HRTimeline
Northland Capital Management LLC67,035$3.91M2.19%+3,79413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,723$3.77M0.01%-12413F-HR/ATimelineGroup
CSS LLC/IL62,973$3.67M0.21%013F-HRTimeline
PFC CAPITAL GROUP, INC.61,970$3.61M1.49%+5,85713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,489$3.24M<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC50,541$3.21M1.45%+5,45613F-HRTimeline
Trailhead Planners LLC53,653$3.13M3.07%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC51,550$3.01M0.05%+3,86713F-HR/ATimeline
Parkshore Wealth Management, Inc.51,403$3M1.13%-8213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50,525$2.95M1.96%+50,30013F-HRTimeline
Creative Planningin group Creative Planning49,314$2.88M<0.01%-90613F-HRTimelineGroup
Wedmont Private Capital46,146$2.76M0.1%-37713F-HRTimeline
OneDigital Investment Advisors LLC43,873$2.56M0.03%-1,80213F-HRTimeline
Gibson Capital, LLC37,025$2.16M0.4%013F-HRTimeline
LPL Financial LLC36,508$2.13M<0.01%+3,03213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,279$2M<0.01%+23,18713F-HRTimelineGroup
CoreFirst Bank & Trust32,880$1.92M1.04%-1,68313F-HRTimeline
EJMK Ventures LLC31,948$1.86M1.15%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,025$1.81M<0.01%+28,80713F-HRTimelineGroup
ENZI WEALTH25,174$1.54M0.54%-77,93313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,212$1.53M0.01%+4,07613F-HRTimelineGroup
Cypress Point Wealth Management, LLC24,200$1.41M0.31%-63713F-HRTimeline
Quantinno Capital Management LP23,774$1.39M<0.01%+14,09413F-HRTimeline
SHUFRO ROSE & CO LLC23,390$1.36M0.09%new13F-HRTimeline
Altar Rock LLC23,316$1.36M1.63%13F-HRTimeline
Cresset Asset Management, LLC22,325$1.3M0.01%+1,20013F-HRTimeline
UMB Bank, n.a.21,599$1.26M0.02%-1,47913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,499$1.25M<0.01%+4,25613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,139$1.23M<0.01%+1,85913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,609$1.2M<0.01%+4,77813F-HRTimeline
Asset Dedication, LLC20,589$1.2M0.08%-1,66913F-HRTimeline
OLD MISSION CAPITAL LLC19,853$1.16M0.04%new13F-HRTimeline
Capital Investment Advisory Services, L…19,441$1.13M0.08%+31113F-HRTimeline
NCM Capital Management, LLC18,574$1.08M0.4%+24013F-HRTimeline
Strategic Blueprint, LLC18,549$1.08M0.06%-32,17913F-HRTimeline
Jacobi Capital Management LLC17,599$1.03M0.06%+3,46513F-HRTimeline
Mraz, Amerine & Associates, Inc.17,273$1.01M0.15%-7313F-HRTimeline
Sensible Money, LLC16,338$953K0.3%+513F-HRTimeline
True Wealth Design, LLC15,732$917K0.27%-1,53913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,196$886K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC14,602$851K0.03%+3,25313F-HRTimeline
LAM GROUP, INC.13,560$791K0.45%+3,21513F-HRTimeline
Breakwater Capital Group13,253$773K0.11%+64613F-HRTimeline
Brand Asset Management Group, Inc.12,362$721K0.2%-1,37913F-HRTimeline
Versant Capital Management, Inc12,209$712K0.09%+18113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,588$676K0.01%+50013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,574$617K<0.01%-21613F-HRTimelineGroup
Waverly Advisors, LLC10,344$603K<0.01%-7313F-HRTimeline
GUIDANCE CAPITAL, INC9,680$601K0.15%+33313F-HRTimeline
DBK Financial Counsel, LLC9,830$573K0.44%013F-HRTimeline
MCF Advisors LLC9,346$545K0.03%new13F-HRTimeline
WMG Financial Advisors, LLC9,150$534K0.22%013F-HRTimeline
marrick wealth, LLC9,098$531K0.43%13F-HRTimeline
Vestment Financial LLC8,814$529K0.27%-1,21513F-HRTimeline
Cloud Capital Management, LLC8,933$520K0.25%+1,07413F-HRTimeline
Haven Private, LLC8,885$518K0.23%new13F-HRTimeline
HB Wealth Management, LLC8,811$514K<0.01%-99313F-HRTimeline
Comprehensive Money Management Services…8,500$496K0.34%+20513F-HRTimeline
Betterment LLC8,462$493K<0.01%-65213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,189$478K<0.01%-3913F-HR/ATimelineGroup
Seed Wealth Management, Inc.7,480$436K0.3%+1,80013F-HRTimeline
Ariadne Wealth Management, LP6,726$434K0.18%+413F-HRTimeline
Sankala Group LLC6,183$409K0.33%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,796$396K<0.01%new13F-HRTimelineGroup
Pacific Asset Management, LLC6,067$354K0.21%+5013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,064$354K0.1%new13F-HRTimeline
XY Planning Network, Inc.5,855$341K0.06%-22213F-HRTimeline
Summit Financial, LLC5,799$338K<0.01%-21013F-HRTimeline
WorthPointe, LLC5,761$336K0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,584$326K<0.01%+2,28113F-HRTimelineGroup
TFB Advisors LLC5,578$325K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,504$321K<0.01%013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,499$321KnewTimeline
FMB WEALTH MANAGEMENT5,490$320K0.13%013F-HRTimeline
Accurate Wealth Management, LLC4,774$287K0.04%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,849$283K0.01%+12713F-HRTimelineGroup
Financial Architects, LLC4,710$275K0.15%013F-HRTimeline
Powerhouse Assets LLC4,710$275K0.24%13F-HRTimeline
Apella Capital, LLC4,706$274K0.01%+1,19513F-HRTimeline
WealthShield Partners, LLC4,319$252K0.03%013F-HRTimeline
Life Planning Partners, Inc4,130$241K0.18%013F-HRTimeline
Orcam Financial Group4,038$235K0.18%+7713F-HRTimeline
Physician Wealth Solutions Inc.3,977$232K0.1%013F-HRTimeline
Plancorp, LLC3,560$208K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,962$173K<0.01%+76313F-HRTimelineGroup
PRIVATE TRUST CO NA2,934$171K0.01%+99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,932$171K<0.01%013F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC2,722$159K0.01%+4913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,324$136K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,011$117K<0.01%-64913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,399$81.6K<0.01%+913F-HRTimelineGroup
Parkside Financial Bank & Trust1,135$66.2K<0.01%013F-HRTimeline
Allworth Financial LP930$54.2K<0.01%013F-HRTimeline
AE Wealth Management LLC731$42.6K<0.01%+58913F-HRTimeline
COMERICA BANK707$41.2K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC590$34.4K<0.01%013F-HRTimeline
Bank of New Hampshire424$24.7K0.01%013F-HRTimeline
Kings Path Partners LLC375$21.9K0.01%+3813F-HRTimeline
WealthCollab, LLC340$19.8K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC305$17.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC268$16K<0.01%-1413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO266$15.5K<0.01%+25413F-HRTimelineGroup
UBS Group AGin group UBS Group AG238$13.9K<0.01%-7113F-HRTimelineGroup
Smartleaf Asset Management LLC227$13.3K<0.01%new13F-HRTimeline
NorthAvenue LLC189$11K0.01%13F-HRTimeline
FMR LLCin group FMR LLC115$6.72K<0.01%-7413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…108$6.3K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC90$5.25K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…72$4.2K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC69$4.02K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC62$3.62K<0.01%+113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC60$3.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC50$2.92K<0.01%013F-HRTimeline
RHL GROUP, LLC36$2.1K<0.01%13F-HRTimeline
CX Institutional34$2K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.16$933<0.01%-97713F-HRTimeline