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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

430 managers (433 13F filers) reported a position in AVUS shares at 2024-12-31, 63,703,675 shares in all. 36 filers opened a position and 16 filers sold out during the quarter.

Managers
430
13F filers
433
New
36
Added
176
Reduced
118
Sold out
16
Shares held by filers
63,703,675

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SILVER OAK SECURITIES, INCORPORATED25,564$2.48M0.23%+1,17113F-HRTimeline
Trademark Financial Management, LLC24,990$2.42M1.92%-12,24413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.24,886$2.41M1.03%+55613F-HRTimeline
Tillman Hartley LLC23,405$2.27M0.65%+18,96413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,300$2.26M<0.01%+18,30013F-HRTimeline
Magnus Financial Group LLC22,576$2.19M0.21%-52513F-HRTimeline
ARK & TLK INVESTMENTS, LLC21,571$2.09M0.73%+1,31613F-HRTimeline
Sunpointe, LLC20,985$2.03M1.02%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC20,424$1.98M0.63%-9913F-HRTimeline
True Wealth Design, LLC20,326$1.97M0.76%-60513F-HRTimeline
Advisory Services Network, LLC19,714$1.91M0.04%-23413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC19,690$1.91M0.52%+1,11313F-HRTimeline
BEACON FINANCIAL GROUP19,291$1.87M0.2%+813F-HRTimeline
Hill Investment Group Partners, LLC19,277$1.87M0.25%-1,17313F-HRTimeline
Clear Harbor Asset Management, LLC19,273$1.87M0.15%+2,87913F-HRTimeline
TFB Advisors LLC18,924$1.83M0.52%-77213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,441$1.75M<0.01%-4,22613F-HRTimelineGroup
Truepoint, Inc.17,874$1.73M0.05%+9,40713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,865$1.73M0.15%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC17,064$1.65M0.48%+3,53213F-HRTimeline
Ruedi Wealth Management, Inc.16,441$1.59M0.5%-7013F-HRTimeline
M Wealth Management, LLC16,054$1.56M1.42%13F-HRTimeline
NWAM LLC15,768$1.53M0.09%+7,10613F-HRTimeline
Pacific Asset Management, LLC15,559$1.51M1.42%13F-HRTimeline
Wealth Management Partners, LLC15,468$1.5M0.65%+16613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,347$1.49M0.04%+51213F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC15,257$1.48M1.11%13F-HRTimeline
COZAD ASSET MANAGEMENT INC15,014$1.46M0.14%+58413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,685$1.42M<0.01%-1,16813F-HRTimeline
XY Planning Network, Inc.14,667$1.42M1.07%13F-HRTimeline
Valued Wealth Advisors LLC14,522$1.41M0.88%+16313F-HRTimeline
UMB Bank, n.a.14,513$1.41M0.02%-46813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waterfront Wealth Inc.14,512$1.41M0.34%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,423$1.4M0.1%013F-HRTimeline
Atala Financial Inc14,250$1.38M0.97%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC14,105$1.37M0.27%-6213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,027$1.36M0.01%-27913F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC13,932$1.35M0.58%013F-HRTimeline
Atlas Wealth LLC13,907$1.35M0.51%-8813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC13,880$1.35M0.76%+2,04913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT13,123$1.27M0.25%+1,36613F-HRTimeline
Fortis Group Advisors, LLC12,506$1.21M0.23%+2,40713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.12,272$1.19M0.4%+9,62213F-HRTimeline
AGH Wealth Advisors, LLC11,916$1.16M1.07%13F-HRTimeline
Eaton-Cambridge Inc.11,889$1.15M0.51%+89313F-HRTimeline
Porter White Investment Advisors, Inc.11,888$1.15M0.58%013F-HRTimeline
Geneos Wealth Management Inc.11,832$1.15M0.04%-6,26113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP11,823$1.15M0.31%013F-HRTimelineGroup
CGN Advisors LLC11,715$1.14M0.11%+84913F-HRTimeline
Parcion Private Wealth LLC11,602$1.12M0.09%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC11,588$1.12M0.09%-20213F-HRTimelineGroup
USAdvisors Wealth Management, LLC11,371$1.1M0.36%-11913F-HRTimeline
Burk Holdings LLC11,368$1.1M0.89%13F-HRTimeline
Wealthfront Advisers LLC11,345$1.1M<0.01%-74313F-HR/ATimeline
SJS Investment Consulting Inc.11,218$1.09M0.19%+7,36613F-HRTimeline
HUB Investment Partners, LLC11,136$1.08M0.05%-14613F-HRTimeline
Robertson Stephens Wealth Management, L…10,860$1.05M0.04%+3713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,719$1.04M0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,697$1.04M<0.01%+6,81913F-HRTimelineGroup
Prospect Financial Group LLC10,652$1.03M1.27%13F-HRTimeline
Avant Financial Advisors LLC10,637$1.03M0.95%13F-HRTimeline
PRIVATE TRUST CO NA10,553$1.02M0.11%-66213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,483$1.02M<0.01%-1,06113F-HRTimelineGroup
LAM GROUP, INC.10,430$1.01M0.72%+75013F-HRTimeline
Evanson Asset Management, LLC10,340$1M0.07%+7813F-HRTimeline
Aurelius Family Office LLC10,187$987K0.5%13F-HRTimeline
Life Planning Partners, Inc9,841$954K0.88%+113F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,791$949K0.12%+313F-HRTimeline
Modern Wealth Management, LLC9,527$923K0.03%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,450$916K0.04%013F-HRTimelineGroup
Cornerstone Capital, Inc.9,380$909K0.1%-80513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,313$903K0.28%new13F-HRTimeline
Paragon Advisors, LLC9,229$895K0.31%+3,53113F-HRTimeline
Avestar Capital, LLC9,173$889K0.08%-19713F-HRTimeline
Capital Investment Advisory Services, L…8,911$864K0.08%-32213F-HRTimeline
Pine Harbor Wealth Management, LLC8,891$862K0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…8,745$848K0.01%-9513F-HRTimeline
Aprio Wealth Management, LLC8,545$828K0.12%+2513F-HRTimeline
PrairieView Partners, LLC8,536$827K0.09%+3513F-HRTimeline
Almanack Investment Partners, LLC.8,505$824K0.13%013F-HRTimeline
Hardin Capital Partners, LLC8,324$807K0.49%+68013F-HRTimeline
Integrated Wealth Concepts LLC8,219$797K0.01%new13F-HRTimeline
Monument Group Wealth Advisors, LLC7,786$755K0.53%013F-HRTimeline
Willow Creek Wealth Management Inc.7,634$740K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,634$740K0.03%+3,61513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,467$724K<0.01%+80513F-HRTimelineGroup
DBK Financial Counsel, LLC7,367$714K0.72%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,196$698K<0.01%+1,94913F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,166$695K0.03%+33813F-HRTimeline
Orion Porfolio Solutions, LLC7,149$693K0.01%+6213F-HRTimeline
Orion Portfolio Solutions, LLC7,149$693K0.01%+6213F-HRTimeline
Sunbelt Securities, Inc.6,953$675K0.06%-1,17013F-HRTimeline
Oakwell Private Wealth Management, LLC6,929$672K0.19%-18413F-HRTimeline
BRIGHTON JONES LLC6,911$670K0.02%new13F-HR/ATimeline
Jordan Park Group LLC6,898$669K0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,741$653K0.01%+1,59013F-HRTimelineGroup
Mutual Advisors, LLC6,576$651K0.02%-1,72513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,554$635K<0.01%013F-HRTimelineGroup
RAM Investment Partners, LLC6,350$616K0.15%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC6,331$614K0.62%13F-HRTimeline
Squire Investment Management Company, L…6,325$613K0.27%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,311$612K0.01%+513F-HRTimelineGroup
Compound Planning, Inc.6,000$582K0.03%013F-HRTimeline
Curi Capital, LLC5,977$579K0.01%+7213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,905$572K0.01%-2,10413F-HRTimelineGroup
Diversified Portfolios, Inc.5,805$563K0.06%013F-HRTimeline
Wealthspire Retirement, LLC5,762$559K0.04%-9813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,664$549K<0.01%+27213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,659$549K<0.01%new13F-HRTimelineGroup
Heritage Financial Services, LLC5,573$540K0.07%-7613F-HRTimeline
L.K. Benson & Company, P.C.5,467$530K0.37%13F-HRTimeline
Janney Montgomery Scott LLC5,266$510K<0.01%-20413F-HRTimeline
Yardley Wealth Management LLC5,123$497K0.24%013F-HRTimeline
Oceanside Advisors LLC5,112$495K0.37%-313F-HRTimeline
WESPAC Advisors SoCal, LLC5,077$492K0.11%-1,54313F-HRTimeline
Alpha Financial Advisors, LLC4,929$478K0.22%013F-HRTimeline
Tranquility Partners, LLC4,925$477K0.18%+22113F-HRTimeline
RFG Advisory, LLC4,870$472K0.01%+1613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,851$470K0.06%013F-HRTimeline
IEQ CAPITAL, LLC4,731$459K<0.01%+1613F-HRTimeline
Quantinno Capital Management LP4,377$424K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,150$402K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC3,953$371K0.02%+3613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,799$368K<0.01%+2,97213F-HRTimelineGroup
Sigma Planning Corp3,768$365K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC3,752$364K0.07%-3,21913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,700$359K0.03%013F-HRTimeline
Verdence Capital Advisors LLC3,700$359K0.03%new13F-HRTimeline
Procyon Advisors, LLC3,612$350K0.02%013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,607$350K0.07%13F-HRTimeline
MeadowBrook Investment Advisors LLC3,530$342K0.3%new13F-HRTimeline
Financial Partners Group, Inc3,525$342K0.05%+1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,483$338K0.02%+113F-HRTimeline
Gallacher Capital Management LLC3,461$336K0.17%new13F-HRTimeline
Merriman Wealth Management, LLC3,455$335K0.01%+2313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,298$319K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,282$318K0.01%-4013F-HRTimeline
Midwest Heritage Bank, FSB3,186$309K0.14%-5,09813F-HRTimeline
MATHER GROUP, LLC.3,143$305K<0.01%013F-HRTimeline
Savvy Advisors, Inc.3,141$304K0.04%-4313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,132$304K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC3,066$297K0.08%013F-HRTimeline
Lauterbach Financial Advisors, LLC3,018$293K0.18%+713F-HRTimeline
Index Fund Advisors, Inc.2,989$290K0.02%+11813F-HRTimeline
FAS Wealth Partners, Inc.2,989$290K0.02%-61813F-HRTimeline
Vickerman Investment Advisors, Inc.2,898$281K0.08%013F-HRTimeline
Dogwood Wealth Management LLC2,723$264K0.14%-1,89313F-HRTimeline
Avior Wealth Management, LLC2,718$263K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,700$262K<0.01%-21,57413F-HRTimelineGroup
Trilogy Capital Inc.2,676$259K0.01%-1,42713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,673$259K0.01%013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,658$258K0.13%+6113F-HRTimelineGroup
NorthRock Partners, LLC2,653$257K0.01%-2413F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC2,647$257K0.04%-14913F-HRTimeline
CHOREO, LLC2,600$252K<0.01%013F-HRTimeline
Stonebrook Private Inc.2,574$249K0.07%+113F-HRTimeline
Francis Financial, Inc.2,570$249K0.06%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,560$248K0.19%-613F-HRTimeline
EVOKE WEALTH, LLC2,551$247K0.01%013F-HRTimeline
CRA Financial Services, LLC2,485$241K0.04%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.2,466$239K0.04%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,417$234K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,363$229K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC2,324$226K0.02%+13813F-HRTimeline
LANDAAS & CO /WI /ADV2,325$225K0.06%new13F-HRTimeline
Prosperitas Financial LLC2,301$223K0.11%-10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,275$221K0.01%013F-HRTimeline
Atria Investments, Inc2,275$221K<0.01%013F-HRTimeline
Fortitude Family Office, LLC2,275$221K0.08%+1,27513F-HRTimeline
Arista Wealth Management, LLC2,270$220K0.05%013F-HRTimeline
Paul R. Ried Financial Group, LLC2,264$219K0.15%13F-HRTimeline
PCG Wealth Advisors, LLC2,252$218K0.08%-2113F-HRTimeline
Creative Capital Management Investments…2,185$212K0.09%013F-HRTimeline
GEM Asset Management, LLC2,168$210K0.12%-11613F-HRTimeline
Clarity Asset Management, Inc.2,160$209K0.14%+1113F-HRTimeline
EP Wealth Advisors, LLC2,145$208K<0.01%new13F-HRTimeline
Abacus Wealth Partners, LLC2,134$207K0.03%013F-HRTimeline
Factor Wealth Management LTD2,131$207K0.07%13F-HRTimeline
Empower Advisory Group, LLC2,128$206K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,967$191K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,686$163K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC1,683$163K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC1,544$150K0.06%013F-HRTimeline
LRI Investments, LLC1,529$148K0.01%013F-HRTimeline
REAP Financial Group, LLC1,528$148K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,515$147K0.01%+15413F-HRTimelineGroup
AE Wealth Management LLC1,497$145K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,315$127K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,166$113K0.02%013F-HRTimeline
Intelligent Financial Strategies1,153$112K0.06%-5013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,062$103K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates996$96.5K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management925$89.7K<0.01%013F-HRTimelineGroup
COMERICA BANK857$83.1K<0.01%+51013F-HR/ATimeline
Blue Trust, Inc.697$67.6K<0.01%+39213F-HR/ATimeline
Global Retirement Partners, LLC648$62.9K<0.01%+40413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\572$55.4K<0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC516$50K<0.01%-713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.500$48.9K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC481$46.6K<0.01%013F-HRTimeline