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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
Annex Advisory Services, LLC3,563,572$345M10.41%+169,63613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,229,740$313M0.18%+124,72613F-HRTimelineGroup
Oak Root LLC3,036,602$294M38.32%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,732,377$168M+24,365Timeline
HighTower Advisors, LLC1,616,485$157M0.21%-9,17113F-HRTimeline
Adero Partners, LLC1,567,202$152M9.79%+124,43313F-HRTimeline
LPL Financial LLC1,422,531$138M0.06%+80,26513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,351,928$131M0.11%+11,89913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,244,790$121M0.01%+25,89713F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,239,687$120M0.12%-79,05913F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,169,356$113M11.53%+12,35813F-HRTimeline
Great Point Wealth Advisors, LLC1,136,569$110M24.09%+30,05613F-HRTimeline
Waypoint Wealth Partners Inc.1,080,074$105M28.55%+17,22213F-HRTimeline
WMS Partners, LLC1,052,425$102M5.72%+105,18613F-HRTimeline
RVW Wealth, LLC1,037,078$101M9.38%-24,40213F-HRTimeline
Quantum Financial Advisors, LLC1,005,344$97.4M14.85%+39,76713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP951,644$92.2M0.15%+50,97913F-HRTimelineGroup
Smith Anglin Financial, LLC881,632$85.5M8.02%+35,33713F-HRTimeline
Modera Wealth Management, LLC830,216$80.5M0.97%+22,60013F-HRTimeline
OneDigital Investment Advisors LLC772,214$74.9M0.87%+27,61113F-HRTimeline
Full Sail Capital, LLC689,540$66.8M4.26%-8,72513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…649,011$62.9M0.12%+16,52913F-HR/ATimeline
BCR Wealth Strategies, LLC645,531$62.6M29.27%-7,10013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding621,165$60.2M+99,597Timeline
SC&H Financial Advisors, Inc.617,269$59.8M12.36%+30,14013F-HRTimeline
Werba Rubin Papier Wealth Management613,733$59.5M14.03%+10,22913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC610,396$59.2M0.61%+90,69213F-HRTimelineGroup
Cresset Asset Management, LLC610,222$59.1M0.29%-69,22413F-HRTimeline
B&D White Capital Company, LLC605,176$58.7M9.88%+117,35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/561,165$54.4M0.01%+201,26413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC545,466$52.9M0.02%13F-HR/ATimelineGroup
Plancorp, LLC520,001$50.4M2.07%-1,34813F-HRTimeline
Bridgewater Advisors Inc.512,944$49.9M5.2%+197,03013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp477,594$46.3M0.01%+53,76313F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.469,422$45.5M7.6%+123,78013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO469,100$45.5M<0.01%+120,66513F-HRTimelineGroup
WMG Financial Advisors, LLC464,016$45M19.36%+19,52513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC448,480$43.5M34.78%13F-HRTimeline
Leo Wealth, LLC443,635$43M3.85%+23,92213F-HRTimeline
Mariner, LLCin group Mariner, LLC442,375$42.9M0.07%+110,73413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV440,773$42.7M0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC427,370$41.4M0.06%+31,06913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…424,607$41.2M16.28%-21113F-HRTimeline
AWM CAPITAL, LLC421,134$40.8M4.99%+31813F-HRTimeline
Waverly Advisors, LLC419,542$40.7M0.63%-11,90013F-HRTimeline
Tanager Wealth Management LLP416,248$40.3M5.24%+180,27113F-HRTimeline
Strategic Blueprint, LLC408,830$39.6M2.36%-62113F-HRTimeline
JRM Investment Counsel, LLC371,273$36M12.72%-43,41213F-HRTimeline
Rockwood Wealth Management, LLC361,981$35.1M3.79%-11,89613F-HRTimeline
WCG Wealth Advisors LLC362,344$35.1M2.32%+13,02713F-HRTimeline
BSW Wealth Partners346,472$33.6M4.93%+15,02913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC321,996$31.2M15.79%+14,29513F-HRTimeline
MML INVESTORS SERVICES, LLC303,233$29.4M0.1%-11013F-HRTimeline
Tortoise Investment Management, LLC300,480$29.1M3.07%+17,90313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…282,569$27.4M0.07%+68,56113F-HRTimelineGroup
Ridgeline Wealth, LLC275,080$26.7M21.73%13F-HRTimeline
Highland Financial Advisors, LLC273,440$26.5M9.18%+8,51413F-HRTimeline
World Investment Advisors273,077$26.5M0.73%+16,09213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC271,214$26.3M9.13%-77813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270,501$26.2M0.01%-54,73813F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC266,044$25.8M6%+60,19013F-HRTimeline
WorthPointe, LLC262,954$25.5M10.59%+12,31013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.258,738$25.1M8.08%+13,87813F-HRTimeline
Bull Oak Capital, LLC257,514$25M13.88%-1,29313F-HRTimeline
Burton Enright Welch238,249$23.1M4.85%+13,38913F-HRTimeline
Arcadia Wealth Management, Inc.236,963$23M19.52%13F-HRTimeline
Freedom Financial Partners LLC229,054$22.2M10.71%13F-HRTimeline
IHT Wealth Management, LLC228,851$22.2M0.72%+12413F-HRTimeline
Trellis Wealth Advisors LLC226,037$21.9M11.02%+2,09813F-HRTimeline
Signature Resources Capital Management,…224,336$21.7M19.41%+3,80313F-HRTimeline
Buttonwood Financial Group, LLC213,188$21.6M11.95%-4,07213F-HRTimeline
Strategic Financial Concepts, LLC216,890$21M4.03%+46,62113F-HR/ATimeline
Glenview Trust Co214,919$20.8M0.39%+7,14513F-HRTimeline
Divergent Planning, LLC215,906$20.8M7.11%+3,95513F-HRTimeline
Allworth Financial LP202,456$20.4M0.11%-17,46713F-HRTimeline
Disciplina Capital Management LLC210,609$20.4M3.44%-4,63213F-HRTimeline
Chicago Partners Investment Group LLC204,861$20M0.67%+11,23413F-HRTimeline
Oak Wealth Advisors LLC197,202$19.1M14.7%13F-HRTimeline
Passive Capital Management, LLC.197,041$19.1M6.72%+22813F-HRTimeline
Apella Capital, LLC190,561$18.5M0.71%+1,16113F-HRTimeline
CARDIFF PARK ADVISORS, LLC187,747$18.2M1.74%+20913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…187,718$18.2M3%-2,30413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.184,945$17.9M7.29%-1,59513F-HRTimeline
REDW Wealth LLC182,449$17.7M6.14%-58,82213F-HRTimeline
Mattern Wealth Management LLC171,851$16.7M3.67%-59513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,247$16.3M<0.01%+8,40113F-HRTimelineGroup
Parkworth Wealth Management, Inc.167,160$16.2M13.48%13F-HRTimeline
HTG Investment Advisors, Inc.166,942$16.2M7.4%+1,10813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…164,224$15.9M0.36%+7,06513F-HRTimelineGroup
Trace Wealth Advisors, LLC156,955$15.2M13.63%13F-HRTimeline
Trajan Wealth LLC154,425$15M0.83%-8,37813F-HRTimeline
Zhang Financial LLC151,383$14.7M0.84%+7,42213F-HRTimeline
WR Wealth Planners, LLC150,382$14.6M4.69%+3,56413F-HRTimeline
Acropolis Investment Management, LLC148,305$14.4M0.85%+75213F-HRTimeline
Herold Advisors, Inc.146,881$14.2M3.1%-8,08713F-HRTimeline
SAX WEALTH ADVISORS, LLC145,618$14.1M1.1%new13F-HRTimeline
CVA Family Office, LLC143,702$13.9M2.21%-59513F-HRTimeline
LexAurum Advisors, LLC141,528$13.7M2.72%+3,36013F-HRTimeline
My Personal CFO, LLC135,930$13.2M6.76%+7,77113F-HRTimeline
Accredited Wealth Management, LLC132,537$12.8M11.24%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC129,031$12.5M4.76%-4,89413F-HRTimeline
McLean Asset Management Corp124,522$12.1M3.62%+11,41213F-HRTimeline
Foundations Investment Advisors, LLC124,477$12.1M0.23%+3,24813F-HRTimeline
Flagstone Financial Management120,759$11.7M3.89%+37613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,293$11.4M+32,525Timeline
KWMG, LLC115,186$11.2M1.15%-1,55913F-HRTimeline
FMB WEALTH MANAGEMENT113,417$11M6.19%-31613F-HRTimeline
ANDERSON HOAGLAND & CO108,584$10.8M1.12%+3,40913F-HRTimeline
Orion Capital Management LLC110,888$10.7M4.73%+4,43413F-HRTimeline
Clarity Capital Advisors, LLC109,766$10.6M7.13%+73613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP107,940$10.5M0.01%+7,44113F-HRTimelineGroup
Symmetry Partners, LLC107,453$10.4M1.48%new13F-HRTimeline
UBS Group AGin group UBS Group AG101,069$9.8M<0.01%+5,85913F-HRTimelineGroup
Ausdal Financial Partners, Inc.99,711$9.67M0.83%+21,52313F-HRTimeline
SAGE RHINO CAPITAL LLC99,417$9.64M2.1%-3,04513F-HRTimeline
Greenspring Advisors, LLC98,195$9.52M2.08%-54713F-HRTimeline
Fonville Wealth Management LLC95,246$9.23M3.05%+6,70313F-HRTimeline
Annandale Capital, LLC94,941$9.2M1.82%+63613F-HRTimeline
EHRLICH FINANCIAL GROUP94,032$9.11M6.48%+1,40013F-HRTimeline
Summit Wealth Partners, LLC94,011$9.11M1.87%+20,27013F-HRTimeline
Gateway Wealth Partners, LLC93,068$9.02M2.34%-43,30813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,322$8.85M0.06%+14,30113F-HRTimeline
Wedmont Private Capital91,573$8.82M0.47%+5013F-HRTimeline
Echo Wealth Management, LLC88,241$8.55M5.91%-49513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC87,779$8.51M1.8%-1,07213F-HRTimeline
Perigon Wealth Management, LLC82,291$8.15M0.2%-58713F-HRTimeline
Lantern Wealth Advisors, LLC84,068$8.15M5.29%-10,88113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC82,836$8.03M4.47%-26,59713F-HRTimeline
Family Office Research LLC81,749$7.92M3.47%13F-HRTimeline
Brio Consultants, LLC80,793$7.83M1.23%+1,82413F-HRTimeline
Lakeridge Wealth Management LLC79,720$7.73M3.99%+15,99113F-HRTimeline
Callan Capital, LLC75,835$7.35M0.54%-3213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC75,377$7.31M3.36%+1,78813F-HRTimeline
Auxano Advisors, LLC73,710$7.14M1.8%-5,50413F-HRTimeline
Parkshore Wealth Management, Inc.73,016$7.08M4.26%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC72,000$6.98M0.17%+5,66913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,350$6.82M<0.01%-76113F-HRTimelineGroup
Vannoy Advisory Group, Inc.70,142$6.8M5.06%013F-HRTimeline
Ariadne Wealth Management, LP66,808$6.71M3.07%-1,71113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.68,981$6.69M6.35%13F-HRTimeline
Meredith Wealth Planning67,306$6.52M2.91%-14013F-HRTimeline
SFG Wealth Management, LLC.67,052$6.5M3.41%-4,09113F-HRTimeline
Independent Advisor Alliance66,439$6.44M0.09%new13F-HRTimeline
Versant Capital Management, Inc65,088$6.31M1.36%+33113F-HRTimeline
Holcombe Financial, Inc.64,797$6.28M5.17%13F-HRTimeline
Magnolia Private Wealth, LLC61,386$5.95M5.3%13F-HRTimeline
Cornerstone Wealth Management, LLC60,608$5.87M0.4%+7,13813F-HRTimeline
Bison Wealth, LLC60,458$5.86M0.72%13F-HRTimeline
Summit X, LLC58,750$5.69M1.26%+12,24613F-HRTimeline
Austin Asset Management Co Inc58,673$5.69M1.13%+49,62113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…56,905$5.52M0.05%+19413F-HRTimelineGroup
SOL Capital Management CO55,580$5.39M0.6%+3,61413F-HRTimeline
MN Wealth Advisors, LLC55,307$5.36M3.02%+3,52413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC55,219$5.35M4.42%13F-HRTimeline
Morling Financial Advisors, LLC55,022$5.33M1.86%+94113F-HRTimeline
Visionary Horizons, LLC54,327$5.27M3.46%+5,08013F-HRTimeline
TOWNSQUARE CAPITAL LLC53,402$5.18M0.06%new13F-HRTimeline
HB Wealth Management, LLC53,172$5.15M0.05%+3,56213F-HRTimeline
Financial Symmetry Inc52,962$5.13M3.48%-11,87213F-HRTimeline
Good Life Advisors, LLC52,726$5.11M0.37%+2,82113F-HRTimeline
Financial Engines Advisors L.L.C.51,911$5.03M0.01%+5,01313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC51,733$5.01M1.16%-1,67013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…51,625$5M1.24%-1,81613F-HRTimeline
Geometric Wealth Advisors51,459$4.99M0.91%+18013F-HRTimeline
Cypress Point Wealth Management, LLC49,843$4.83M1.5%+2,06213F-HRTimeline
NewEdge Advisors, LLC49,427$4.79M0.03%+7,68513F-HRTimeline
Fielder Capital Group LLC49,246$4.77M1.49%-3,21413F-HRTimeline
Farther Finance Advisors, LLC48,533$4.7M0.17%-30,62113F-HRTimeline
CURIO WEALTH, LLC47,808$4.63M2.49%13F-HRTimeline
QUARRY HILL ADVISORS, LLC47,665$4.62M3.11%-1,96613F-HRTimeline
Betterment LLC46,349$4.49M0.01%+6,08913F-HRTimeline
Objectivity Squared, LLC46,573$4.49M3.12%+53013F-HRTimeline
Cetera Investment Advisers45,784$4.44M0.01%-3,15313F-HRTimeline
L & S Advisors Inc43,995$4.26M0.47%-98713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,814$4.25M0.01%+96913F-HR/ATimelineGroup
Integrity Wealth Solutions LLC42,584$4.13M2.31%+4,20613F-HRTimeline
Seed Wealth Management, Inc.41,795$4.05M3.27%+1,33513F-HRTimeline
Sollinda Capital Management LLC41,519$4.02M1.11%+1,95113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC41,435$4.02M1.58%-1,70813F-HRTimeline
Private Advisor Group, LLC41,234$4M0.02%+1513F-HRTimeline
Canvas Wealth Advisors, LLC41,102$3.98M1%-29,06413F-HRTimeline
Prosperity Planning, Inc.40,765$3.95M1.27%+50013F-HRTimeline
CoreCap Advisors, LLC40,723$3.95M0.18%+36,28713F-HRTimeline
KWB Wealth35,838$3.41M0.42%+2,63213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,026$3.4M0.01%+32,44313F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.34,955$3.39M2.35%-1213F-HRTimeline
Sterneck Capital Management, LLC34,837$3.38M1.82%new13F-HRTimeline
Triune Financial Partners, LLC33,808$3.28M1.03%-14913F-HRTimeline
Cambridge Investment Research Advisors,…33,173$3.21M0.01%-33,63413F-HRTimeline
Lion Street Advisors, LLC32,879$3.19M1.02%+85813F-HRTimeline
Facet Wealth, Inc.31,872$3.19M0.08%-2,06913F-HRTimeline
Hutchens & Kramer Investment Management…32,329$3.13M1.7%-2,29513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,690$3.12M0.01%-12,62613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,138$3.02M0.09%+2,37813F-HRTimelineGroup
CWM, LLCin group CWM, LLC30,262$2.93M0.01%-6,65413F-HRTimelineGroup
SageView Advisory Group, LLC30,176$2.93M0.13%+1,24313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,698$2.88M1.11%-62113F-HRTimeline
Physician Wealth Solutions Inc.29,390$2.85M1.43%-13013F-HRTimeline
Certified Advisory Corp28,015$2.72M0.29%+18513F-HRTimeline
VICUS CAPITAL27,536$2.67M0.24%+92013F-HRTimeline