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Disclosery

AVES AMERICAN CENTY ETF TR

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SHS (fund)

167 managers (169 13F filers) reported a position in AVES shares at 2026-03-31, 17,756,164 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
167
13F filers
169
New
24
Added
85
Reduced
39
Sold out
8
Shares held by filers
17,756,164

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,585,886$155M3.14%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,168,435$130M0.07%+396,20613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,163,558$130M0.03%+1,924,68813F-HRTimelineGroup
First Command Advisory Services, Inc.1,777,392$107M0.72%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding825,294$49.5M-5,172Timeline
Empowered Funds, LLC713,801$42.8M0.27%new13F-HR/ATimeline
Symmetry Partners, LLC389,659$23.4M1.34%+11,58813F-HRTimeline
Armbruster Capital Management, Inc.348,389$20.9M3.42%+88613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC303,699$18.2M0.07%-4,68713F-HRTimelineGroup
Meredith Wealth Planning285,808$17.1M4.64%+5,65113F-HRTimeline
HighTower Advisors, LLC245,163$14.7M0.02%-2,67313F-HRTimeline
Three Arch Wealth Management LLC239,921$14.4M2.59%+7,27513F-HRTimeline
B&D White Capital Company, LLC230,797$13.8M1.71%-68,36113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…220,843$13.2M4.47%+2,11613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC211,607$12.7M0.01%+156,11813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…196,445$11.8M2.34%+11,70113F-HRTimeline
BSW Wealth Partners192,525$11.5M1.41%-64313F-HRTimeline
FIDELITY D & D BANCORP INC184,571$11.1M4.44%+26,74413F-HRTimeline
ANDERSON HOAGLAND & CO164,057$9.84M0.85%+10,13813F-HRTimeline
Perigon Wealth Management, LLC157,760$9.46M0.17%+4,10913F-HRTimeline
Austin Wealth Management, LLC152,170$9.17M2.08%-54,21413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…148,465$8.9M1.85%+9,28113F-HRTimeline
Apeiron RIA LLC147,702$8.86M2.05%-4,52013F-HRTimeline
Global Strategic Investment Solutions, …143,616$8.61M0.85%-1,81913F-HRTimeline
Golden Bell Financial Planning LLC134,484$8.07M6.43%-9,70513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,381$7.4M<0.01%+92,35613F-HRTimelineGroup
Cornerstone Wealth Partners, LLC118,009$7.08M4.02%+15,79613F-HRTimeline
Summit Portfolio Management, LTD.109,000$6.54M4.21%13F-HRTimeline
Cascade Financial Partners, LLC108,720$6.52M0.67%+21,26313F-HRTimeline
OLD MISSION CAPITAL LLC105,096$6.3M0.15%+85,24313F-HRTimeline
Farther Finance Advisors, LLC104,576$6.29M0.06%-18,48513F-HRTimeline
ATLas Financial Planning LLC100,141$6.01M5.39%+3,99013F-HRTimeline
AlphaCore Capital LLC95,226$5.71M0.14%-4,06013F-HRTimeline
Oceanside Advisors LLC93,490$5.61M3.2%+1,28413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC91,017$5.46M3.68%+5,75313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC86,044$5.16M2.05%-5,46713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,172$4.81M0.04%+7,51613F-HRTimelineGroup
Greenspring Advisors, LLC78,157$4.69M0.29%+2,91513F-HRTimeline
Simplicity Wealth,LLC71,633$4.3M0.24%-66513F-HRTimeline
Northland Capital Management LLC71,412$4.28M2.34%+4,37713F-HRTimeline
MB Generational Wealth, LLC71,397$4.28M2.37%+57413F-HRTimeline
Tortoise Investment Management, LLC67,743$4.06M0.34%-96013F-HRTimeline
EJMK Ventures LLC66,619$4M2.23%+34,67113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP65,610$3.94M0.01%+88713F-HRTimelineGroup
PFC CAPITAL GROUP, INC.64,763$3.88M1.71%+2,79313F-HRTimeline
CSS LLC/IL62,973$3.78M0.21%013F-HRTimeline
MML INVESTORS SERVICES, LLC62,813$3.77M0.01%-7,79913F-HRTimeline
Trailhead Planners LLC55,224$3.31M3.18%+1,57113F-HRTimeline
ENTREWEALTH, LLC55,160$3.31M1.48%+4,61913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,801$3.29M<0.01%+20,52213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,355$3.26M<0.01%+46,16613F-HRTimelineGroup
Parkshore Wealth Management, Inc.51,222$3.07M1.03%-18113F-HRTimeline
Wedmont Private Capital46,094$2.9M0.09%-5213F-HRTimeline
Creative Planningin group Creative Planning46,918$2.81M<0.01%-2,39613F-HRTimelineGroup
LPL Financial LLC46,411$2.78M<0.01%+9,90313F-HRTimeline
OneDigital Investment Advisors LLC44,154$2.65M0.03%+28113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,442$2.49M<0.01%new13F-HRTimelineGroup
Gibson Capital, LLC36,620$2.2M0.41%-40513F-HRTimeline
CoreFirst Bank & Trust32,922$1.97M1.05%+4213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,426$1.94M<0.01%+11,28713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,191$1.89M<0.01%+10,69213F-HRTimelineGroup
HRT FINANCIAL LP30,684$1.84M<0.01%new13F-HRTimeline
UMB Bank, n.a.30,395$1.82M0.03%+8,79613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,076$1.74M0.01%+2,86413F-HRTimelineGroup
Quantinno Capital Management LP28,306$1.7M<0.01%+4,53213F-HRTimeline
SHUFRO ROSE & CO LLC25,103$1.51M0.1%+1,71313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,012$1.44M<0.01%+3,40313F-HRTimeline
Cypress Point Wealth Management, LLC23,650$1.42M0.31%-55013F-HRTimeline
Altar Rock LLC23,310$1.4M1.64%-613F-HRTimeline
ENZI WEALTH22,476$1.35M0.47%-2,69813F-HRTimeline
Jacobi Capital Management LLC21,279$1.28M0.07%+3,68013F-HRTimeline
Capital Investment Advisory Services, L…20,760$1.25M0.09%+1,31913F-HRTimeline
Asset Dedication, LLC20,448$1.23M0.09%-14113F-HRTimeline
Cresset Asset Management, LLC20,350$1.22M0.01%-1,97513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding19,947$1.2M+14,448Timeline
NCM Capital Management, LLC19,081$1.14M0.41%+50713F-HRTimeline
Mariner, LLCin group Mariner, LLC18,788$1.13M<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC17,378$1.04M0.06%-1,17113F-HRTimeline
Mraz, Amerine & Associates, Inc.17,165$1.03M0.15%-10813F-HRTimeline
WorthPointe, LLC16,619$997K0.27%+10,85813F-HRTimeline
LAM GROUP, INC.16,360$981K0.54%+2,80013F-HRTimeline
Sensible Money, LLC16,339$980K0.3%+113F-HRTimeline
True Wealth Design, LLC16,250$975K0.27%+51813F-HRTimeline
CoreCap Advisors, LLC15,079$904K0.03%+47713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,596$875K0.01%-60013F-HRTimelineGroup
Breakwater Capital Group14,311$858K0.11%+1,05813F-HRTimeline
Accurate Wealth Management, LLC13,047$827K0.1%+8,27313F-HRTimeline
Brand Asset Management Group, Inc.12,438$746K0.19%+7613F-HRTimeline
Versant Capital Management, Inc12,334$740K0.07%+12513F-HRTimeline
Cloud Capital Management, LLC12,116$726K0.32%+3,18313F-HRTimeline
Haven Private, LLC11,747$705K0.31%+2,86213F-HRTimeline
Werba Rubin Papier Wealth Management11,263$676K0.09%new13F-HRTimeline
GUIDANCE CAPITAL, INC9,674$641K0.14%-613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,575$634K<0.01%+113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,418$625K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC10,371$622K<0.01%new13F-HRTimeline
Waverly Advisors, LLC10,345$620K<0.01%+113F-HRTimeline
Betterment LLC10,255$615K<0.01%+1,79313F-HRTimeline
DBK Financial Counsel, LLC9,555$573K0.43%-27513F-HRTimeline
Vestment Financial LLC8,385$549K0.26%-42913F-HRTimeline
marrick wealth, LLC9,098$546K0.46%013F-HRTimeline
HB Wealth Management, LLC8,811$529K<0.01%013F-HRTimeline
MCF Advisors LLC8,670$520K0.02%-67613F-HRTimeline
Comprehensive Money Management Services…8,610$516K0.34%+11013F-HRTimeline
Summit Financial, LLC8,315$499K0.01%+2,51613F-HRTimeline
Seed Wealth Management, Inc.7,880$473K0.33%+40013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,595$456K<0.01%+2,01113F-HRTimelineGroup
MAIMON WEALTH MANAGEMENT LTD.7,400$431K0.38%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,884$413K<0.01%new13F-HRTimelineGroup
Sankala Group LLC6,869$406K0.33%+68613F-HRTimeline
Ariadne Wealth Management, LP6,726$403K0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,586$395K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,237$374K<0.01%new13F-HRTimeline
XY Planning Network, Inc.6,187$372K0.06%+33213F-HRTimeline
WMG Financial Advisors, LLC6,150$369K0.15%-3,00013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,112$367K0.11%+4813F-HRTimeline
Pacific Asset Management, LLC6,069$364K0.2%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,504$330K<0.01%013F-HRTimelineGroup
FMB WEALTH MANAGEMENT5,490$329K0.14%013F-HRTimeline
Powerhouse Assets LLC5,411$325K0.28%+70113F-HRTimeline
Apella Capital, LLC4,861$320K<0.01%+15513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,274$316K0.01%+42513F-HRTimelineGroup
Clearstead Advisors, LLC5,153$309K<0.01%new13F-HRTimeline
Financial Architects, LLC4,710$283K0.15%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,332$260K<0.01%+1,37013F-HRTimelineGroup
Life Planning Partners, Inc4,130$248K0.19%013F-HRTimeline
Plancorp, LLC3,905$248K0.01%+34513F-HRTimeline
Orcam Financial Group4,042$242K0.17%+413F-HRTimeline
Physician Wealth Solutions Inc.3,977$239K0.1%013F-HRTimeline
WealthShield Partners, LLC3,939$236K0.03%-38013F-HRTimeline
Gladstone Institutional Advisory LLC3,585$215K0.01%new13F-HRTimeline
Kane Co Wealth Management, Inc.3,428$206K0.17%new13F-HRTimeline
SAGE RHINO CAPITAL LLC3,353$201K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,347$201K<0.01%+41513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,977$179K<0.01%+1,57813F-HRTimelineGroup
PRIVATE TRUST CO NA2,934$176K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,725$163K0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,011$121K<0.01%013F-HRTimelineGroup
3 FACTOR INDEXING, LLC1,570$94.2K0.09%13F-HRTimeline
FMR LLCin group FMR LLC1,346$80.7K<0.01%+1,23113F-HRTimelineGroup
Parkside Financial Bank & Trust1,123$67.4K0.01%-1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,075$64.5K<0.01%+96713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG931$55.8K<0.01%+69313F-HRTimelineGroup
Allworth Financial LP930$55.8K<0.01%013F-HRTimeline
Signature Equity Partners, LLC784$47K0.03%new13F-HRTimeline
MAI Capital Management766$45.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC590$35.4K<0.01%013F-HRTimeline
Bank of New Hampshire423$25.4K0.01%-113F-HRTimeline
Community Bank, N.A.392$23.5K<0.01%new13F-HRTimeline
Kings Path Partners LLC381$22.9K0.01%+613F-HR/ATimeline
Atomic Invest LLC353$20.5K0.01%new13F-HRTimeline
WealthCollab, LLC340$20.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC268$16K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO256$14.9K<0.01%-1013F-HR/ATimelineGroup
NorthAvenue LLC189$11.3K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC150$9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.134$8.04K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124$7.44K<0.01%new13F-HR/ATimelineGroup
Orion Capital Management LLC90$5.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC87$5.23K<0.01%+2513F-HRTimeline
Steward Partners Investment Advisory, L…72$4.32K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC69$4.14K<0.01%013F-HRTimeline
AE Wealth Management LLC59$3.54K<0.01%-67213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC48$2.88K<0.01%-1213F-HRTimeline
RHL GROUP, LLC41$2.46K<0.01%+513F-HRTimeline
Strategic Wealth Partners, Ltd.17$1.02K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC5$291<0.01%-22213F-HRTimeline