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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

448 managers (450 13F filers) reported a position in AVUS shares at 2025-03-31, 66,211,162 shares in all. 40 filers opened a position and 25 filers sold out during the quarter.

Managers
448
13F filers
450
New
40
Added
191
Reduced
137
Sold out
25
Shares held by filers
66,211,162

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Lion Street Advisors, LLC26,845$2.48M0.79%-6,03413F-HRTimeline
Certified Advisory Corp26,760$2.47M0.28%-1,25513F-HRTimeline
ARK & TLK INVESTMENTS, LLC26,626$2.46M0.87%+5,05513F-HRTimeline
VICUS CAPITAL26,326$2.43M0.23%-1,21013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.25,092$2.32M0.97%+20613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP24,967$2.31M0.04%new13F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC24,579$2.27M0.65%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,173$2.23M0.49%+3,74913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…23,984$2.22M0.19%+6,11913F-HRTimelineGroup
True Wealth Design, LLC23,961$2.21M0.84%+3,63513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC22,309$2.06M0.53%-29,42413F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.22,088$2.04M0.6%+9,81613F-HRTimeline
Magnus Financial Group LLC21,905$2.02M0.2%-67113F-HRTimeline
Tillman Hartley LLC21,862$2.02M0.59%-1,54313F-HRTimeline
Sunpointe, LLC20,985$1.94M1.03%013F-HRTimeline
Clear Harbor Asset Management, LLC20,937$1.93M0.15%+1,66413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,088$1.86M0.49%+3,02413F-HRTimeline
Advisory Services Network, LLC19,674$1.82M0.03%-4013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,567$1.81M<0.01%+15,76813F-HRTimelineGroup
Geneos Wealth Management Inc.19,511$1.8M0.03%+7,67913F-HRTimeline
BEACON FINANCIAL GROUP19,110$1.77M0.19%-18113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,441$1.75M<0.01%013F-HR/ATimelineGroup
Valued Wealth Advisors LLC18,751$1.73M1.04%+4,22913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC18,726$1.73M1.21%+3,46913F-HRTimeline
TFB Advisors LLC18,197$1.68M0.48%-72713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,847$1.56M0.42%-2,84313F-HRTimeline
Trademark Financial Management, LLC16,165$1.49M1.14%-8,82513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,900$1.47M<0.01%-7,40013F-HRTimeline
COZAD ASSET MANAGEMENT INC15,787$1.46M0.15%+77313F-HRTimeline
Pacific Asset Management, LLC15,669$1.45M1.3%+11013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,381$1.42M0.04%+3413F-HRTimelineGroup
NWAM LLC15,325$1.42M0.12%-44313F-HRTimeline
Waterfront Wealth Inc.15,007$1.39M0.34%+49513F-HRTimeline
M Wealth Management, LLC14,966$1.38M1.29%-1,08813F-HRTimeline
Cloud Capital Management, LLC14,649$1.35M0.96%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC14,567$1.35M0.26%+46213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,423$1.33M0.1%013F-HRTimeline
XY Planning Network, Inc.14,302$1.32M0.88%-36513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC13,924$1.29M0.7%+4413F-HRTimeline
Atlas Wealth LLC13,907$1.28M0.5%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT13,770$1.27M0.25%+64713F-HRTimeline
Atala Financial Inc13,650$1.26M0.92%-60013F-HRTimeline
UMB Bank, n.a.13,629$1.26M0.02%-88413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Modern Wealth Management, LLC13,581$1.25M0.04%+4,05413F-HR/ATimeline
Burk Holdings LLC13,201$1.22M0.92%+1,83313F-HRTimeline
Ruedi Wealth Management, Inc.13,053$1.21M0.38%-3,38813F-HRTimeline
CGN Advisors LLC12,530$1.16M0.11%+81513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,522$1.16M<0.01%-2,16313F-HRTimeline
Life Planning Partners, Inc12,294$1.14M1.03%+2,45313F-HRTimeline
Wealth Management Partners, LLC12,264$1.13M0.52%-3,20413F-HRTimeline
Wealthfront Advisers LLC12,100$1.12M<0.01%+75513F-HRTimeline
AGH Wealth Advisors, LLC12,055$1.11M1.07%+13913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,957$1.1M0.01%-2,07013F-HRTimelineGroup
Porter White Investment Advisors, Inc.11,888$1.1M0.54%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP11,823$1.09M0.31%013F-HRTimelineGroup
Parcion Private Wealth LLC11,602$1.07M0.09%013F-HRTimeline
HUB Investment Partners, LLC11,137$1.03M0.04%+113F-HRTimeline
Integrated Wealth Concepts LLC11,134$1.03M0.01%+2,91513F-HRTimeline
Avant Financial Advisors LLC11,027$1.02M0.92%+39013F-HRTimeline
Robertson Stephens Wealth Management, L…10,893$1.01M0.04%+3313F-HRTimeline
USAdvisors Wealth Management, LLC10,702$988K0.34%-66913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,635$982K0.01%-8413F-HR/ATimelineGroup
LAM GROUP, INC.10,480$968K0.71%+5013F-HRTimeline
Tanglewood Legacy Advisors, LLC10,266$948K0.42%-3,66613F-HRTimeline
Aurelius Family Office LLC10,174$940K0.48%-1313F-HRTimeline
Prospect Financial Group LLC9,974$921K1.18%-67813F-HRTimeline
FAS Wealth Partners, Inc.9,958$920K0.08%+6,96913F-HRTimeline
Evanson Asset Management, LLC9,917$916K0.06%-42313F-HRTimeline
Willow Creek Wealth Management Inc.9,893$914K0.09%+2,25913F-HRTimeline
Capital Investment Advisory Services, L…9,720$898K0.08%+80913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,450$873K0.04%013F-HRTimelineGroup
Cornerstone Capital, Inc.9,380$867K0.09%013F-HRTimeline
PRIVATE TRUST CO NA9,187$849K0.09%-1,36613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,166$847K<0.01%-1,53113F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC9,073$838K0.59%+6,51313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,000$831K<0.01%+1,53313F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…8,958$828K0.47%new13F-HRTimeline
Pine Harbor Wealth Management, LLC8,891$821K0.33%013F-HRTimeline
Steward Partners Investment Advisory, L…8,821$815K0.01%+7613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,719$805K0.11%-1,07213F-HRTimeline
Aprio Wealth Management, LLC8,591$794K0.1%+4613F-HRTimeline
PrairieView Partners, LLC8,501$785K0.08%-3513F-HRTimeline
Hardin Capital Partners, LLC8,361$772K0.47%+3713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska8,231$760K0.12%new13F-HRTimelineGroup
North Capital, Inc.7,868$727K0.69%13F-HRTimeline
RAM Investment Partners, LLC7,865$727K0.18%+1,51513F-HRTimeline
Monument Group Wealth Advisors, LLC7,786$719K0.5%013F-HRTimeline
Dynamic Advisor Solutions LLC7,739$715K0.02%+57313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,499$693K0.01%+75813F-HRTimelineGroup
RCS Financial Planning, LLC7,451$688K0.36%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,411$681K<0.01%+21513F-HR/ATimelineGroup
DBK Financial Counsel, LLC7,367$681K0.68%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,271$672K0.06%-4,31713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,256$670K0.01%+94513F-HRTimelineGroup
Paragon Advisors, LLC7,164$662K0.25%-2,06513F-HRTimeline
Sunbelt Securities, Inc.6,969$644K0.06%+1613F-HRTimeline
BRIGHTON JONES LLC6,945$642K0.02%+3413F-HRTimeline
Oakwell Private Wealth Management, LLC6,929$640K0.18%013F-HRTimeline
Jordan Park Group LLC6,898$637K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,554$605K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,426$594K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC6,388$590K<0.01%+1,65713F-HRTimeline
Curi Capital, LLC6,338$586K0.01%+36113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC6,282$580K0.6%-4913F-HRTimeline
Mutual Advisors, LLC6,436$580K0.02%-14013F-HRTimeline
Compound Planning, Inc.6,000$554K0.03%013F-HRTimeline
Diversified Portfolios, Inc.5,805$536K0.06%013F-HRTimeline
Wealthspire Retirement, LLC5,723$529K0.04%-3913F-HRTimeline
Squire Investment Management Company, L…5,603$518K0.22%-72213F-HRTimeline
Heritage Financial Services, LLC5,573$515K0.05%013F-HRTimeline
Avestar Capital, LLC5,535$511K0.05%-3,63813F-HRTimeline
L.K. Benson & Company, P.C.5,483$506K0.35%+1613F-HRTimeline
Janney Montgomery Scott LLC5,412$500K<0.01%+14613F-HRTimeline
Orion Porfolio Solutions, LLC5,316$491K<0.01%-1,83313F-HRTimeline
Orion Portfolio Solutions, LLC5,316$491K<0.01%-1,83313F-HR/ATimeline
Oceanside Advisors LLC5,155$476K0.34%+4313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,129$474K<0.01%-53513F-HRTimelineGroup
Yardley Wealth Management LLC5,123$473K0.28%013F-HRTimeline
William Mack & Associates, Inc.5,013$463K0.4%new13F-HRTimeline
Tranquility Partners, LLC4,936$456K0.18%+1113F-HRTimeline
Alpha Financial Advisors, LLC4,929$455K0.2%013F-HRTimeline
SJS Investment Consulting Inc.4,897$452K0.08%-6,32113F-HRTimeline
Savvy Advisors, Inc.4,886$451K0.05%+1,74513F-HRTimeline
RFG Advisory, LLC4,885$451K0.01%+1513F-HRTimeline
McMill Wealth Management4,819$445K0.16%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,851$420K0.06%013F-HRTimeline
ASPIRIANT, LLC4,493$415K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,436$410K0.01%new13F-HRTimelineGroup
&PARTNERS4,329$398K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.4,245$392K0.25%+2,08513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,229$391K0.07%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,045$388K0.02%-3,58913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK4,150$383K<0.01%013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC4,114$380K0.1%-96313F-HRTimeline
Sigma Planning Corp3,956$365K0.01%+18813F-HRTimeline
Belpointe Asset Management LLC3,917$362K0.02%-3613F-HRTimeline
Intelligence Driven Advisers, LLC3,752$347K0.07%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,717$343K0.02%+1713F-HRTimeline
Verdence Capital Advisors LLC3,711$343K0.03%+1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,609$333K0.03%+31113F-HRTimeline
Arista Wealth Management, LLC3,596$332K0.08%+1,32613F-HRTimeline
MeadowBrook Investment Advisors LLC3,530$326K0.3%013F-HRTimeline
Financial Partners Group, Inc3,522$325K0.05%-313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,484$322K0.02%+113F-HRTimeline
Hill Investment Group Partners, LLC3,410$315K0.04%-15,86713F-HRTimeline
AssuredPartners Investment Advisors, LLC3,407$315K0.06%-20013F-HRTimeline
Procyon Advisors, LLC3,391$313K0.02%-22113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,377$312K0.28%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,320$307K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,282$303K0.01%013F-HRTimeline
Balance Wealth Partners LLC3,262$301K0.2%13F-HRTimeline
Midwest Heritage Bank, FSB3,196$295K0.12%+1013F-HRTimeline
MATHER GROUP, LLC.3,143$290K<0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,132$289K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC3,066$283K0.08%013F-HRTimeline
EVOKE WEALTH, LLC3,064$283K0.01%+51313F-HRTimeline
Lauterbach Financial Advisors, LLC3,025$279K0.17%+713F-HRTimeline
LEIGH BALDWIN & CO., LLC3,018$279K0.22%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,911$269K<0.01%new13F-HRTimelineGroup
Vickerman Investment Advisors, Inc.2,898$268K0.06%013F-HRTimeline
Dogwood Wealth Management LLC2,801$259K0.14%+7813F-HRTimeline
Avior Wealth Management, LLC2,718$251K0.01%013F-HRTimeline
Sowell Financial Services LLC2,689$248K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,688$248K<0.01%-1213F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC2,673$247K0.01%013F-HRTimelineGroup
NorthRock Partners, LLC2,653$245K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,646$244K0.03%-113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,639$244K0.17%new13F-HRTimeline
CHOREO, LLC2,600$240K<0.01%013F-HRTimeline
Stonebrook Private Inc.2,573$238K0.06%-113F-HRTimeline
CRA Financial Services, LLC2,485$230K0.04%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.2,466$228K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.2,450$226K0.07%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,415$223K0.11%-24313F-HRTimelineGroup
Avantax Planning Partners, Inc.2,354$217K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,345$217K<0.01%-1813F-HRTimelineGroup
PCG Wealth Advisors, LLC2,333$216K0.08%+8113F-HRTimeline
Trilogy Capital Inc.2,315$214K0.01%-36113F-HRTimeline
Smartleaf Asset Management LLC2,324$214K0.02%013F-HRTimeline
Prosperitas Financial LLC2,301$213K0.11%013F-HRTimeline
Haven Private, LLC2,301$213K0.12%new13F-HRTimeline
Atria Investments, Inc2,292$212K<0.01%+1713F-HRTimeline
Abel Hall, LLC2,284$211K0.13%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,275$210K0.01%013F-HRTimeline
Fortitude Family Office, LLC2,275$210K0.08%013F-HRTimeline
Clark Asset Management, LLC2,273$210K0.04%new13F-HRTimeline
Linscomb Wealth, Inc.2,239$207K0.01%new13F-HRTimeline
Creative Capital Management Investments…2,185$202K0.08%013F-HRTimeline
EP Wealth Advisors, LLC2,145$198K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,954$181K0.03%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,686$156K0.01%013F-HRTimeline
Larson Financial Group LLC1,676$155K0.01%-713F-HRTimeline
AE Wealth Management LLC1,643$152K<0.01%+14613F-HRTimeline
Private Wealth Management Group, LLC1,573$145K0.05%+2913F-HRTimeline
REAP Financial Group, LLC1,528$141K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,376$127K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,315$121K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,166$108K0.02%013F-HRTimeline
Mattson Financial Services, LLC1,157$107K0.03%new13F-HRTimeline
Intelligent Financial Strategies1,118$103K0.05%-3513F-HRTimeline