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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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,463,839$320M0.2%+234,09913F-HRTimelineGroup
Oak Root LLC3,049,727$282M37.76%+13,12513F-HRTimeline
Annex Advisory Services, LLC2,319,087$214M6.07%-1,244,48513F-HRTimeline
LPL Financial LLC2,149,684$199M0.08%+727,15313F-HRTimeline
Adero Partners, LLC1,659,169$153M10.03%+91,96713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,638,123$151M-94,254Timeline
HighTower Advisors, LLC1,598,390$148M0.2%-18,09513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,181,716$109M0.01%-63,07413F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,180,542$109M11.38%+11,18613F-HRTimeline
HB Wealth Management, LLC1,174,242$108M0.91%+1,121,07013F-HRTimeline
Creative Planningin group Creative Planning1,155,709$107M0.1%-83,97813F-HRTimelineGroup
Great Point Wealth Advisors, LLC1,136,946$105M22.73%+37713F-HRTimeline
Waypoint Wealth Partners Inc.1,080,650$99.8M27.6%+57613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,076,711$99.5M0.14%+649,34113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,040,407$96.1M0.16%+88,76313F-HRTimelineGroup
Quantum Financial Advisors, LLC1,023,555$94.6M14.09%+18,21113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…934,461$86.3M0.07%-417,46713F-HRTimelineGroup
RVW Wealth, LLC892,262$82.4M7.76%-144,81613F-HRTimeline
Smith Anglin Financial, LLC883,173$81.6M8.64%+1,54113F-HRTimeline
Modera Wealth Management, LLC872,492$80.6M1.09%+42,27613F-HRTimeline
B&D White Capital Company, LLC871,830$80.5M11.87%+266,65413F-HRTimeline
OneDigital Investment Advisors LLC749,717$69.3M0.82%-22,49713F-HRTimeline
Cresset Asset Management, LLC747,979$69.1M0.35%+137,75713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/706,489$65.3M0.01%+145,32413F-HRTimelineGroup
Full Sail Capital, LLC667,556$61.7M3.99%-21,98413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC659,528$60.9M0.02%+114,06213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV657,924$60.8M0.14%+217,15113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding655,561$60.6M+34,396Timeline
BCR Wealth Strategies, LLC648,829$59.9M26.32%+3,29813F-HRTimeline
Simplicity Wealth,LLC641,396$59.3M4.61%new13F-HRTimeline
SC&H Financial Advisors, Inc.637,576$58.9M11.59%+20,30713F-HRTimeline
Werba Rubin Papier Wealth Management621,795$57.4M12.49%+8,06213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…584,065$54M0.1%-64,94613F-HRTimeline
Bridgewater Advisors Inc.573,707$52.1M4.51%+60,76313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp539,378$49.8M0.01%+61,78413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC531,661$49.1M0.6%-78,73513F-HRTimelineGroup
Plancorp, LLC528,409$48.8M1.93%+8,40813F-HRTimeline
WMG Financial Advisors, LLC488,965$45.2M19.21%+24,94913F-HRTimeline
McGlone Suttner Wealth Management, Inc.476,382$44M7.22%+6,96013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO464,612$42.9M<0.01%-4,48813F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC461,385$42.6M35.61%+12,90513F-HRTimeline
Mariner, LLCin group Mariner, LLC441,668$40.8M0.07%-70713F-HRTimelineGroup
Strategic Blueprint, LLC426,888$39.4M2.15%+18,05813F-HRTimeline
AWM CAPITAL, LLC416,254$38.5M4.49%-4,88013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…427,809$38.3M15.6%+3,20213F-HRTimeline
Waverly Advisors, LLC413,864$38.2M0.47%-5,67813F-HRTimeline
Caliber Wealth Management, LLC / KS402,926$37.2M5.08%13F-HRTimeline
Disciplina Capital Management LLC401,089$37.1M5.39%+190,48013F-HRTimeline
Rockwood Wealth Management, LLC387,744$35.8M3.65%+25,76313F-HRTimeline
WCG Wealth Advisors LLC373,629$34.5M2.62%+11,28513F-HR/ATimeline
BSW Wealth Partners342,647$31.7M4.81%-3,82513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC321,618$29.7M15.23%-37813F-HRTimeline
Tortoise Investment Management, LLC319,361$29.5M3.07%+18,88113F-HR/ATimeline
JRM Investment Counsel, LLC306,223$28.3M9.64%-65,05013F-HRTimeline
World Investment Advisors300,727$27.8M0.72%+27,65013F-HRTimeline
Ridgeline Wealth, LLC291,490$26.9M22.89%+16,41013F-HRTimeline
Highland Financial Advisors, LLC284,491$26.3M9.4%+11,05113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC282,300$26.1M5.93%+16,25613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.281,866$26M8.36%+23,12813F-HRTimeline
Mattern Wealth Management LLC280,397$25.9M5.73%+108,54613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…279,434$25.8M0.06%-3,13513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC267,073$24.7M0.08%-36,16013F-HRTimeline
Leo Wealth, LLC266,731$24.6M3.54%-176,90413F-HRTimeline
Arcadia Wealth Management, Inc.266,415$24.6M19.19%+29,45213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC265,987$24.6M8.39%-5,22713F-HRTimeline
WorthPointe, LLC259,978$24M10.96%-2,97613F-HRTimeline
Bull Oak Capital, LLC250,554$23.1M12.62%-6,96013F-HRTimeline
Geometric Wealth Advisors250,323$23.1M3.95%+198,86413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN249,904$23.1M0.01%-20,59713F-HRTimelineGroup
Burton Enright Welch248,226$22.9M4.66%+9,97713F-HRTimeline
Strategic Financial Concepts, LLC247,614$22.9M4.29%+30,72413F-HRTimeline
Freedom Financial Partners LLC237,696$22M10.22%+8,64213F-HRTimeline
Oak Wealth Advisors LLC234,041$21.6M16%+36,83913F-HRTimeline
Tanager Wealth Management LLP232,800$21.5M2.8%-183,44813F-HRTimeline
Glenview Trust Co231,815$21.4M0.42%+16,89613F-HR/ATimeline
Signature Resources Capital Management,…228,239$21.1M18.14%+3,90313F-HRTimeline
Divergent Planning, LLC218,852$20.5M6.79%+2,94613F-HRTimeline
Trellis Wealth Advisors LLC219,789$20.3M9.85%-6,24813F-HRTimeline
Chicago Partners Investment Group LLC215,682$19.8M0.66%+10,82113F-HRTimeline
Buttonwood Financial Group, LLC225,949$19.4M11.36%+12,76113F-HRTimeline
IHT Wealth Management, LLC197,761$18.3M0.57%-31,09013F-HRTimeline
Passive Capital Management, LLC.192,225$17.8M5.62%-4,81613F-HRTimeline
CARDIFF PARK ADVISORS, LLC189,471$17.5M1.69%+1,72413F-HRTimeline
HTG Investment Advisors, Inc.184,099$17M7.09%+17,15713F-HRTimeline
Apella Capital, LLC189,041$16.8M0.58%-1,52013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.188,926$16.2M6.63%+3,98113F-HRTimeline
Allworth Financial LP178,942$16.1M0.09%-23,51413F-HRTimeline
REDW Wealth LLC174,083$16.1M5.99%-8,36613F-HRTimeline
LexAurum Advisors, LLC168,194$15.5M2.98%+26,66613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…168,154$15.5M2.81%-19,56413F-HRTimeline
Parkworth Wealth Management, Inc.166,165$15.4M12.26%-99513F-HRTimeline
Trace Wealth Advisors, LLC165,800$15.3M13.65%+8,84513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,819$15.1M<0.01%-4,42813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding161,854$15M+44,561Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.159,778$14.8M0.03%+115,96413F-HRTimelineGroup
Herold Advisors, Inc.158,711$14.7M3.22%+11,83013F-HRTimeline
Trajan Wealth LLC157,232$14.5M0.79%+2,80713F-HRTimeline
Zhang Financial LLC154,632$14.3M0.76%+3,24913F-HRTimeline
Acropolis Investment Management, LLC154,225$14.2M0.85%+5,92013F-HRTimeline
SAX WEALTH ADVISORS, LLC151,357$14M1%+5,73913F-HRTimeline
CVA Family Office, LLC147,411$13.6M2.09%+3,70913F-HRTimeline
My Personal CFO, LLC138,761$12.8M6.46%+2,83113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC128,671$11.9M6.53%+45,83513F-HRTimeline
ARQ WEALTH ADVISORS, LLC128,330$11.9M4.4%-70113F-HRTimeline
PLANWISER FINANCIAL, LLC128,743$11.8M10.72%13F-HRTimeline
Foundations Investment Advisors, LLC127,480$11.8M0.22%+3,00313F-HRTimeline
McLean Asset Management Corp143,368$11.7M3.85%+18,84613F-HRTimeline
FMB WEALTH MANAGEMENT125,085$11.6M6.39%+11,66813F-HRTimeline
Flagstone Financial Management123,924$11.4M3.69%+3,16513F-HRTimeline
Orion Capital Management LLC119,923$11.1M4.67%+9,03513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,507$10.9M0.01%+10,56713F-HRTimelineGroup
KWMG, LLC116,584$10.8M1.1%+1,39813F-HRTimeline
Clarity Capital Advisors, LLC110,176$10.2M6.68%+41013F-HRTimeline
Fonville Wealth Management LLC109,887$10.1M2.96%+14,64113F-HRTimeline
Symmetry Partners, LLC106,327$9.82M1.37%-1,12613F-HRTimeline
SAGE RHINO CAPITAL LLC102,899$9.51M2.2%+3,48213F-HRTimeline
Greenspring Advisors, LLC101,891$9.41M2.23%+3,69613F-HRTimeline
ANDERSON HOAGLAND & CO111,523$9.08M1.08%+2,93913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…98,223$9.07M0.01%+63,19713F-HRTimelineGroup
Gateway Wealth Partners, LLC97,623$9.02M2.03%+4,55513F-HRTimeline
Family Office Research LLC96,989$8.96M4.36%+15,24013F-HRTimeline
Summit Wealth Partners, LLC96,696$8.93M1.81%+2,68513F-HRTimeline
Annandale Capital, LLC95,051$8.78M1.65%+11013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,882$8.49M0.05%+56013F-HRTimeline
Echo Wealth Management, LLC89,725$8.29M5.6%+1,48413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC87,726$8.1M1.61%-5313F-HRTimeline
UBS Group AGin group UBS Group AG87,155$8.05M<0.01%-13,91413F-HRTimelineGroup
CoreCap Advisors, LLC86,551$8M0.35%+45,82813F-HRTimeline
Wedmont Private Capital91,607$7.97M0.41%+3413F-HRTimeline
NewEdge Advisors, LLC86,142$7.96M0.05%+36,71513F-HRTimeline
Perigon Wealth Management, LLC84,081$7.77M0.2%+1,79013F-HRTimeline
LRI Investments, LLC83,858$7.75M0.75%+82,32913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC81,413$7.55M<0.01%+11,06313F-HRTimelineGroup
Brio Consultants, LLC80,496$7.44M1.17%-29713F-HR/ATimeline
Lakeridge Wealth Management LLC79,632$7.36M3.68%-8813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC78,634$7.26M0.2%+6,63413F-HRTimeline
Hutchens & Kramer Investment Management…76,311$7.05M3.88%+43,98213F-HRTimeline
EHRLICH FINANCIAL GROUP76,118$7.03M5.13%-17,91413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC74,845$6.91M3.44%-53213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.73,997$6.84M3.71%+5,01613F-HRTimeline
Magnolia Private Wealth, LLC72,373$6.69M5.66%+10,98713F-HRTimeline
Auxano Advisors, LLC72,110$6.66M1.77%-1,60013F-HRTimeline
TOWNSQUARE CAPITAL LLC71,574$6.61M0.07%+18,17213F-HRTimeline
Parkshore Wealth Management, Inc.70,397$6.5M3.78%-2,61913F-HRTimeline
Vannoy Advisory Group, Inc.70,142$6.48M4.81%013F-HRTimeline
SOL Capital Management CO70,136$6.48M0.71%+14,55613F-HRTimeline
Holcombe Financial, Inc.68,517$6.33M5.26%+3,72013F-HRTimeline
Meredith Wealth Planning67,178$6.21M2.74%-12813F-HRTimeline
Callan Capital, LLC66,308$6.13M0.45%-9,52713F-HRTimeline
Ariadne Wealth Management, LP65,644$6.09M3.18%-1,16413F-HRTimeline
Cornerstone Wealth Management, LLC64,857$5.99M0.41%+4,24913F-HRTimeline
Versant Capital Management, Inc64,816$5.99M1%-27213F-HRTimeline
Summit X, LLC63,358$5.85M1.23%+4,60813F-HRTimeline
MN Wealth Advisors, LLC61,884$5.72M3.36%+6,57713F-HRTimeline
Integrity Investment Advisors, LLC61,724$5.7M5.21%13F-HRTimeline
Bison Wealth, LLC59,805$5.52M0.52%-65313F-HRTimeline
Austin Asset Management Co Inc58,638$5.42M1.13%-3513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…57,082$5.27M0.05%+17713F-HRTimelineGroup
SFG Wealth Management, LLC.56,484$5.22M2.55%-10,56813F-HRTimeline
Betterment LLC55,875$5.16M0.01%+9,52613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC55,112$5.09M4.16%-10713F-HRTimeline
Good Life Advisors, LLC54,527$5.04M0.35%+1,80113F-HRTimeline
Morling Financial Advisors, LLC54,078$5M1.72%-94413F-HRTimeline
Visionary Horizons, LLC53,614$4.95M3.49%-71313F-HRTimeline
Financial Symmetry Inc52,427$4.84M2.98%-53513F-HRTimeline
Ausdal Financial Partners, Inc.52,404$4.84M0.36%-47,30713F-HRTimeline
Financial Engines Advisors L.L.C.51,712$4.78M0.01%-19913F-HRTimeline
Cypress Point Wealth Management, LLC51,405$4.75M1.51%+1,56213F-HRTimeline
QUARRY HILL ADVISORS, LLC49,439$4.57M2.97%+1,77413F-HRTimeline
Eaton-Cambridge Inc.48,884$4.52M1.94%+36,99513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…48,864$4.51M1.07%-2,76113F-HRTimeline
Fielder Capital Group LLC48,152$4.45M1.29%-1,09413F-HRTimeline
Sollinda Capital Management LLC47,435$4.38M1.22%+5,91613F-HRTimeline
Farther Finance Advisors, LLC46,910$4.35M0.11%-1,62313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC45,383$4.19M0.08%new13F-HRTimelineGroup
Seed Wealth Management, Inc.44,195$4.08M3.32%+2,40013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,083$4.07M0.09%-120,14113F-HRTimelineGroup
Integrity Wealth Solutions LLC43,860$4.05M2.2%+1,27613F-HRTimeline
Prosperity Planning, Inc.41,727$3.85M1.21%+96213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC41,678$3.85M1.51%+24313F-HRTimeline
Private Advisor Group, LLC40,751$3.76M0.02%-48313F-HRTimeline
L & S Advisors Inc39,893$3.69M0.45%-4,10213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,802$3.4M0.1%+5,66413F-HRTimelineGroup
Cetera Investment Advisers36,592$3.38M0.01%-9,19213F-HRTimeline
KWB Wealth34,654$3.36M0.41%-1,18413F-HRTimeline
North Ridge Wealth Advisors, Inc.34,955$3.23M2.16%013F-HRTimeline
Cambridge Investment Research Advisors,…34,801$3.21M0.01%+1,62813F-HRTimeline
Sterneck Capital Management, LLC34,710$3.21M1.73%-12713F-HRTimeline
Canvas Wealth Advisors, LLC36,549$3.17M0.81%-4,55313F-HRTimeline
Triune Financial Partners, LLC33,914$3.13M0.99%+10613F-HRTimeline
Fortis Group Advisors, LLC32,430$3M0.58%+19,92413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,690$2.93M0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED31,095$2.86M0.27%+5,53113F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC30,880$2.85M1.23%new13F-HRTimeline
Physician Wealth Solutions Inc.30,767$2.84M1.43%+1,37713F-HRTimeline
CWM, LLCin group CWM, LLC30,626$2.83M0.01%+36413F-HRTimelineGroup
SageView Advisory Group, LLC30,418$2.81M0.12%+24213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,628$2.74M1.05%-7013F-HRTimeline
Facet Wealth, Inc.29,171$2.69M0.07%-2,70113F-HRTimeline
Truepoint, Inc.27,378$2.53M0.07%+9,50413F-HRTimeline