AVUQ AMERICAN CENTY ETF TR

ETF (fund)

10 managers (10 13F filers) reported a position in AVUQ shares at 2025-09-30, 1,252,612 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers: 10
13F filers: 10
New: 5
Added: 3
Reduced: 2
Sold out: 1
Shares held by filers: 1,252,612

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Cresset Asset Management, LLC	1,165,651	$69.2M	0.3%	+848	13F-HR/A Timeline
LPL Financial LLC	32,848	$1.95M	<0.01%	new	13F-HR Timeline
True Wealth Design, LLC	26,610	$1.58M	0.48%	-2,202	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	10,902	$647K	0.18%	+3,324	13F-HR Timeline
Herold Advisors, Inc.	7,485	$444K	0.1%	+3,308	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	5,015	$298K	<0.01%	new	13F-HR Timeline Group
Plancorp, LLC	3,595	$213K	0.01%	new	13F-HR Timeline
Tripletail Wealth Management, LLC	415	$24.8K	0.03%	new	13F-HR Timeline
UBS Group AGin group UBS Group AG	91	$5.4K	<0.01%	-294	13F-HR Timeline Group
Beaird Harris Wealth Management, LLC	0	$8	<0.01%	new	13F-HR TimelineAmount filed as zero, left out of ratios.