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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
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,062$103K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,100$102K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates996$92K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management925$85.5K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC859$79.4K0.06%new13F-HRTimeline
COMERICA BANK857$79.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd820$75.8K<0.01%new13F-HRTimeline
Asset Dedication, LLC504$46.6K<0.01%-1213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.495$45.7K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC481$44.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.500$40.7K<0.01%013F-HRTimelineGroup
Minot DeBlois Advisors LLC421$38.9K0.04%013F-HRTimeline
FMR LLCin group FMR LLC350$32.3K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.297$27.4K<0.01%-40013F-HRTimeline
Iron Horse Wealth Management, LLC292$27K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/279$26.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC268$24.8K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC207$19.1K<0.01%013F-HRTimeline
IFP Advisors, Inc204$18.8K<0.01%new13F-HRTimeline
Kings Path Partners LLC196$18.1K0.01%-913F-HRTimeline
GeoWealth Management, LLC189$17.5K<0.01%013F-HRTimeline
Hurley Capital, LLC184$17K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\183$16.9K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust157$14.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…150$13.9K<0.01%-1,36513F-HRTimelineGroup
Operose Advisors LLC137$12.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co131$12.1K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC96$8.87K<0.01%-513F-HRTimelineGroup
Rialto Wealth Management, LLC94$8.68K<0.01%013F-HRTimeline
Park Square Financial Group, LLC84$7.76K0.01%-1013F-HRTimeline
Cherry Tree Wealth Management, LLC81$7.48K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC45$4.16K<0.01%013F-HRTimeline
Tidemark, LLC41$3.79K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC40$3.71K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC30$2.77K<0.01%-45013F-HRTimeline
Continuum Advisory, LLC27$2.49K<0.01%+413F-HRTimeline
Key Financial Inc26$2.4K<0.01%013F-HRTimeline
AlphaCore Capital LLC12$1.11K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.11$1.02K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.8$1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC10$924<0.01%013F-HRTimeline
Addison Advisors LLC7$674<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$647<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$92<0.01%-1,96613F-HRTimeline
Beacon Capital Management, LLC0$28<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC29$4.69M-47,77913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.