Skip to content

AVUQ AMERICAN CENTY ETF TR

Follow

ETF (fund)

17 managers (17 13F filers) reported a position in AVUQ shares at 2025-12-31, 1,893,102 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
4
Reduced
2
Sold out
2
Shares held by filers
1,893,102

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
Cresset Asset Management, LLC1,165,651$70.1M0.3%013F-HRTimeline
Strategic Blueprint, LLC261,088$15.7M0.93%new13F-HRTimeline
Torren Management, LLC193,468$11.6M5.94%13F-HRTimeline
TrustWell Financial Advisors, LLC139,456$8.39M8.11%13F-HRTimeline
Three Arch Wealth Management LLC57,999$3.49M0.65%13F-HRTimeline
True Wealth Design, LLC23,152$1.39M0.41%-3,45813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.11,972$720K0.19%+1,07013F-HRTimeline
Haven Private, LLC11,543$695K0.3%new13F-HRTimeline
Herold Advisors, Inc.7,914$476K0.11%+42913F-HRTimeline
EnRich Financial Partners LLC6,597$397K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,040$303K<0.01%+2513F-HRTimelineGroup
LPL Financial LLC4,278$257K<0.01%-28,57013F-HRTimeline
Plancorp, LLC3,995$240K0.01%+40013F-HRTimeline
Sankala Group LLC805$48K0.04%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP124$7.46K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC20$1.2K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.