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AVUQ AMERICAN CENTY ETF TR

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ETF (fund)

7 managers (7 13F filers) reported a position in AVUQ shares at 2025-06-30, 1,219,627 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
7
13F filers
7
New
5
Added
1
Reduced
0
Sold out
1
Shares held by filers
1,219,627

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
Cresset Asset Management, LLC1,164,803$63M0.32%+975,84313F-HR/ATimeline
True Wealth Design, LLC28,812$1.56M0.55%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,872$750K<0.01%new13F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.7,578$410K0.12%new13F-HRTimeline
Herold Advisors, Inc.4,177$226K0.05%new13F-HRTimeline
UBS Group AGin group UBS Group AG385$20.8K<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.