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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

475 managers (478 13F filers) reported a position in AVUS shares at 2025-06-30, 70,463,974 shares in all. 44 filers opened a position and 20 filers sold out during the quarter.

Managers
475
13F filers
478
New
44
Added
214
Reduced
134
Sold out
20
Shares held by filers
70,463,974

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HB Wealth Management, LLC3,735,407$377M3.01%+2,561,16513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,474,063$350M0.19%+10,22413F-HRTimelineGroup
Oak Root LLC3,032,705$306M37.87%-17,02213F-HRTimeline
Annex Advisory Services, LLC2,585,372$261M6.28%+266,28513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,237,534$226M+1,581,973Timeline
LPL Financial LLC2,230,883$225M0.08%+81,19913F-HRTimeline
MASECO LLP2,093,479$211M8.02%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,676,839$169M+38,716Timeline
HighTower Advisors, LLC1,637,938$165M0.21%+39,54813F-HRTimeline
Simplicity Wealth,LLC1,359,030$137M5.7%+717,63413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,215,138$123M11.6%+34,59613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,149,499$116M0.01%-32,21713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,112,693$112M0.15%+35,98213F-HRTimeline
Quantum Financial Advisors, LLC1,108,916$112M15.13%+85,36113F-HRTimeline
Creative Planningin group Creative Planning1,078,562$109M0.09%-77,14713F-HRTimelineGroup
Waypoint Wealth Partners Inc.1,059,366$107M25.96%-21,28413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,039,992$105M0.14%-41513F-HR/ATimelineGroup
Modera Wealth Management, LLC1,016,141$102M1.27%+143,64913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…963,621$97.2M0.07%+29,16013F-HRTimelineGroup
RVW Wealth, LLC831,705$83.9M7.12%-60,55713F-HRTimeline
SC&H Financial Advisors, Inc.675,484$68.1M11.63%+37,90813F-HRTimeline
BCR Wealth Strategies, LLC669,524$67.5M26.13%+20,69513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC661,964$66.7M0.02%+2,43613F-HRTimelineGroup
Full Sail Capital, LLC661,941$66.7M3.85%-5,61513F-HRTimeline
Werba Rubin Papier Wealth Management651,767$65.7M12.35%+29,97213F-HRTimeline
Bridgewater Advisors Inc.596,319$61.9M4.71%+22,61213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…601,310$61.7M0.1%+17,24513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC597,681$60.3M0.55%+66,02013F-HRTimelineGroup
Rockwood Wealth Management, LLC595,701$60.1M5.28%+207,95713F-HRTimeline
Cresset Asset Management, LLC589,603$59.4M0.3%-158,37613F-HR/ATimeline
OneDigital Investment Advisors LLC580,538$58.5M0.65%-169,17913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp574,539$57.9M0.01%+35,16113F-HRTimelineGroup
Plancorp, LLC530,115$53.4M1.85%+1,70613F-HRTimeline
WMG Financial Advisors, LLC508,378$51.3M18.97%+19,41313F-HRTimeline
McGlone Suttner Wealth Management, Inc.494,121$49.8M7.52%+17,73913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC473,857$47.8M36.11%+12,47213F-HRTimeline
Leo Wealth, LLC465,124$46.9M3.65%+198,39313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/463,863$46.8M<0.01%-242,62613F-HRTimelineGroup
Strategic Blueprint, LLC463,135$46.7M2.29%+36,24713F-HRTimeline
Caliber Wealth Management, LLC / KS460,285$46.4M4.99%+57,35913F-HRTimeline
AWM CAPITAL, LLC427,341$43.1M4.53%+11,08713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…426,097$43M16.41%-1,71213F-HRTimeline
WCG Wealth Advisors LLC408,323$41.2M2.66%+34,69413F-HRTimeline
Waverly Advisors, LLC406,416$41M0.45%-7,44813F-HRTimeline
Disciplina Capital Management LLC404,131$40.7M5.15%+3,04213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV403,295$40.7M0.09%-254,62913F-HRTimeline
Geometric Wealth Advisors387,561$39.1M5.84%+137,23813F-HRTimeline
World Investment Advisors366,093$36.9M0.84%+65,36613F-HRTimeline
BSW Wealth Partners365,900$36.9M5.06%+23,25313F-HRTimeline
B&D White Capital Company, LLC363,535$36.7M5.58%-508,29513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC354,114$35.7M7.14%+71,81413F-HRTimeline
Mattern Wealth Management LLC348,017$35.1M7.3%+67,62013F-HRTimeline
Tortoise Investment Management, LLC342,698$34.6M3.3%+23,33713F-HRTimeline
Mariner, LLCin group Mariner, LLC334,251$33.7M0.05%-107,41713F-HRTimelineGroup
JRM Investment Counsel, LLC324,632$32.7M10.52%+18,40913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.307,815$31M9.17%+25,94913F-HRTimeline
Highland Financial Advisors, LLC295,952$29.8M9.58%+11,46113F-HRTimeline
Arcadia Wealth Management, Inc.295,806$29.8M20.32%+29,39113F-HRTimeline
MML INVESTORS SERVICES, LLC289,717$29.2M0.08%+22,64413F-HRTimeline
Strategic Financial Concepts, LLC263,783$26.6M3.74%+16,16913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC262,369$26.5M8.41%-3,61813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC261,110$26.3M12.64%-60,50813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…257,138$25.9M0.06%-22,29613F-HR/ATimelineGroup
WorthPointe, LLC257,110$25.9M10.9%-2,86813F-HRTimeline
Burton Enright Welch253,280$25.5M4.43%+5,05413F-HRTimeline
Freedom Financial Partners LLC248,783$25.1M10.57%+11,08713F-HRTimeline
Signature Resources Capital Management,…244,883$24.7M15%+16,64413F-HRTimeline
Buttonwood Financial Group, LLC231,110$23.5M11.93%+5,16113F-HRTimeline
Glenview Trust Co231,732$23.4M0.4%-8313F-HRTimeline
Divergent Planning, LLC230,313$23.3M6.89%+11,46113F-HR/ATimeline
Chicago Partners Investment Group LLC220,386$22.9M0.66%+4,70413F-HRTimeline
Trellis Wealth Advisors LLC219,521$22.1M9.63%-26813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding216,682$21.8M+54,828Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO213,943$21.6M<0.01%-250,66913F-HRTimelineGroup
LexAurum Advisors, LLC209,927$21.2M3.34%+41,73313F-HRTimeline
Oak Wealth Advisors LLC207,329$20.9M13.41%-26,71213F-HRTimeline
HTG Investment Advisors, Inc.206,552$20.8M7.74%+22,45313F-HRTimeline
Tanager Wealth Management LLP201,366$20.3M2.39%-31,43413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.196,863$19.8M6.87%+7,93713F-HRTimeline
Passive Capital Management, LLC.192,937$19.5M6.08%+71213F-HRTimeline
CARDIFF PARK ADVISORS, LLC179,529$18.1M1.56%-9,94213F-HRTimeline
Vestmark Advisory Solutions, Inc.175,871$17.7M0.26%new13F-HRTimeline
REDW Wealth LLC175,387$17.7M7.03%+1,30413F-HRTimeline
Allworth Financial LP174,479$17.6M0.08%-4,46313F-HRTimeline
Apella Capital, LLC170,903$17.4M0.47%-18,13813F-HRTimeline
Parkworth Wealth Management, Inc.171,198$17.3M12.46%+5,03313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,592$17M<0.01%+4,77313F-HR/ATimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…163,881$16.5M2.71%-4,27313F-HRTimeline
Trajan Wealth LLC162,919$16.4M0.8%+5,68713F-HRTimeline
Trace Wealth Advisors, LLC160,770$16.2M13.24%-5,03013F-HRTimeline
Herold Advisors, Inc.159,120$16M3.36%+40913F-HRTimeline
Acropolis Investment Management, LLC157,846$15.9M0.87%+3,62113F-HRTimeline
McLean Asset Management Corp152,343$15.5M4.07%+8,97513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152,260$15.4M<0.01%-97,64413F-HRTimelineGroup
IHT Wealth Management, LLC150,695$15.2M0.42%-47,06613F-HRTimeline
CVA Family Office, LLC150,501$15.2M2.13%+3,09013F-HRTimeline
Zhang Financial LLC149,826$15.1M0.7%-4,80613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,243$14.1M0.03%-19,53513F-HR/ATimelineGroup
FMB WEALTH MANAGEMENT139,948$14.1M6.72%+14,86313F-HRTimeline
SAX WEALTH ADVISORS, LLC139,564$14.1M0.85%-11,79313F-HRTimeline
My Personal CFO, LLC138,935$14M6.37%+17413F-HRTimeline
Hutchens & Kramer Investment Management…137,710$13.9M6.39%+61,39913F-HRTimeline
Accredited Wealth Management, LLC137,900$13.9M11.27%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC136,495$13.8M7.07%+7,82413F-HRTimeline
Foundations Investment Advisors, LLC132,545$13.4M0.21%+5,06513F-HRTimeline
Flagstone Financial Management131,134$13.2M3.79%+7,21013F-HRTimeline
Orion Capital Management LLC125,714$12.7M4.83%+5,79113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,059$12.4M0.01%+4,55213F-HRTimelineGroup
PLANWISER FINANCIAL, LLC115,043$12M10.22%-13,70013F-HRTimeline
KWMG, LLC118,577$12M1.12%+1,99313F-HRTimeline
ARQ WEALTH ADVISORS, LLC128,330$11.9M4.07%013F-HRTimeline
Fonville Wealth Management LLC115,849$11.7M2.96%+5,96213F-HRTimeline
Smith Anglin Financial, LLC114,933$11.6M1.05%-768,24013F-HRTimeline
Bull Oak Capital, LLC113,462$11.4M5.21%-137,09213F-HRTimeline
Clarity Capital Advisors, LLC113,350$11.4M6.67%+3,17413F-HRTimeline
Family Office Research LLC113,087$11.4M5.39%+16,09813F-HRTimeline
ANDERSON HOAGLAND & CO113,037$11.4M1.09%+1,51413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,019$11.2M<0.01%+29,60613F-HRTimelineGroup
SJS Investment Consulting Inc.110,802$11.2M1.77%+105,90513F-HRTimeline
Gateway Wealth Partners, LLC109,233$11M2.09%+11,61013F-HRTimeline
CoreCap Advisors, LLC104,568$10.5M0.42%+18,01713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP97,500$9.83M0.02%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC96,304$9.71M0.18%+50,92113F-HRTimelineGroup
Annandale Capital, LLC95,231$9.6M1.77%+18013F-HRTimeline
Magnolia Private Wealth, LLC94,494$9.53M7.39%+22,12113F-HRTimeline
Echo Wealth Management, LLC93,623$9.44M5.78%+3,89813F-HRTimeline
Wedmont Private Capital91,640$9.38M0.4%+3313F-HRTimeline
Parkshore Wealth Management, Inc.90,592$9.13M4.46%+20,19513F-HRTimeline
Outbound Financial Inc88,794$8.95M8.18%13F-HRTimeline
Lantern Wealth Advisors, LLC88,731$8.95M5.33%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC87,565$8.83M0.21%+8,93113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC86,069$8.68M1.57%-1,65713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.85,583$8.63M4.08%+11,58613F-HRTimeline
SOL Capital Management CO84,442$8.51M0.83%+14,30613F-HRTimeline
SAGE RHINO CAPITAL LLC83,621$8.43M1.78%-19,27813F-HRTimeline
Meredith Wealth Planning82,657$8.33M3.03%+15,47913F-HRTimeline
TOWNSQUARE CAPITAL LLC82,215$8.29M0.81%+10,64113F-HRTimeline
Perigon Wealth Management, LLC81,585$8.23M0.19%-2,49613F-HRTimeline
Lakeridge Wealth Management LLC80,910$8.16M3.75%+1,27813F-HRTimeline
LRI Investments, LLC80,884$8.15M0.69%-2,97413F-HRTimeline
NewEdge Advisors, LLC79,298$7.99M0.04%-6,84413F-HRTimeline
Financial Symmetry Inc77,218$7.79M4.02%+24,79113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,574$7.72M0.04%-15,30813F-HRTimeline
UBS Group AGin group UBS Group AG75,433$7.61M<0.01%-11,72213F-HRTimelineGroup
Symmetry Partners, LLC74,074$7.47M0.92%-32,25313F-HRTimeline
Cornerstone Wealth Management, LLC74,058$7.47M0.45%+9,20113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC72,033$7.26M3.32%-2,81213F-HRTimeline
Ausdal Financial Partners, Inc.70,838$7.14M0.48%+18,43413F-HRTimeline
Vannoy Advisory Group, Inc.70,142$7.07M4.89%013F-HRTimeline
Private Advisor Group, LLC69,743$7.03M0.04%+28,99213F-HRTimeline
Auxano Advisors, LLC69,239$6.98M1.63%-2,87113F-HRTimeline
Brio Consultants, LLC68,359$6.89M1.01%-12,13713F-HRTimeline
CURIO WEALTH, LLC68,164$6.87M3.01%+68,13513F-HRTimeline
Ariadne Wealth Management, LP63,935$6.75M3.23%-1,70913F-HRTimeline
AlphaCore Capital LLC65,361$6.59M0.25%+65,34913F-HRTimeline
Versant Capital Management, Inc64,774$6.53M0.99%-4213F-HRTimeline
Summit X, LLC62,905$6.34M1.18%-45313F-HRTimeline
MN Wealth Advisors, LLC61,820$6.23M3.63%-6413F-HRTimeline
Integrity Investment Advisors, LLC61,264$6.18M4.75%-46013F-HRTimeline
EHRLICH FINANCIAL GROUP61,155$6.17M3.99%-14,96313F-HRTimeline
Betterment LLC60,610$6.11M0.01%+4,73513F-HRTimeline
Cloud Capital Management, LLC57,492$5.92M3.69%+42,84313F-HRTimeline
Good Life Advisors, LLC58,662$5.91M0.37%+4,13513F-HRTimeline
QUARRY HILL ADVISORS, LLC57,582$5.81M3.38%+8,14313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…57,260$5.77M0.05%+17813F-HRTimelineGroup
Sollinda Capital Management LLC57,121$5.76M1.5%+9,68613F-HRTimeline
Bison Wealth, LLC56,267$5.67M0.45%-3,53813F-HRTimeline
VestGen Advisors, LLC56,208$5.67M0.23%new13F-HRTimeline
Visionary Horizons, LLC55,822$5.63M3.56%+2,20813F-HRTimeline
Morling Financial Advisors, LLC55,031$5.55M1.82%+95313F-HRTimeline
Cypress Point Wealth Management, LLC53,887$5.43M1.32%+2,48213F-HRTimeline
Financial Engines Advisors L.L.C.53,483$5.39M0.01%+1,77113F-HRTimeline
Ridgeline Wealth, LLC51,292$5.17M4.22%-240,19813F-HRTimeline
Summit Wealth Partners, LLC51,022$5.14M0.98%-45,67413F-HRTimeline
Eaton-Cambridge Inc.50,865$5.13M1.94%+1,98113F-HRTimeline
Gotham Asset Management, LLC50,500$5.09M0.03%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC48,671$4.91M3.77%-6,44113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…48,044$4.84M1.1%-82013F-HRTimeline
Farther Finance Advisors, LLC47,465$4.79M0.1%+55513F-HRTimeline
Certified Advisory Corp46,151$4.65M0.48%+19,39113F-HRTimeline
True Wealth Design, LLC45,514$4.59M1.62%+21,55313F-HRTimeline
Prosperity Planning, Inc.45,461$4.58M1.32%+3,73413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP44,116$4.45M0.07%+19,14913F-HRTimelineGroup
Holcombe Financial, Inc.43,903$4.43M3.33%-24,61413F-HRTimeline
L & S Advisors Inc43,673$4.4M0.44%+3,78013F-HRTimeline
BLVD Private Wealth, LLC43,635$4.4M4.15%13F-HRTimeline
Fielder Capital Group LLC43,587$4.39M1.17%-4,56513F-HRTimeline
North Ridge Wealth Advisors, Inc.43,359$4.37M2.69%+8,40413F-HRTimeline
Integrity Wealth Solutions LLC43,293$4.36M2.13%-56713F-HRTimeline
Atlas Wealth LLC40,973$4.15M1.51%+27,06613F-HRTimeline
Cetera Investment Advisers39,809$4.01M0.01%+3,21713F-HRTimeline
Physician Wealth Solutions Inc.38,725$3.9M1.81%+7,95813F-HRTimeline
Canvas Wealth Advisors, LLC36,862$3.84M0.76%+31313F-HRTimeline
Seed Wealth Management, Inc.35,925$3.62M2.7%-8,27013F-HRTimeline
Sterneck Capital Management, LLC35,910$3.62M1.84%+1,20013F-HRTimeline
Ruedi Wealth Management, Inc.35,606$3.59M1.06%+22,55313F-HRTimeline
ARK & TLK INVESTMENTS, LLC35,203$3.55M1.14%+8,57713F-HRTimeline
Cambridge Investment Research Advisors,…35,005$3.53M0.01%+20413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,604$3.49M0.29%+3,50913F-HRTimeline
Triune Financial Partners, LLC34,020$3.43M0.94%+10613F-HRTimeline