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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

516 managers (522 13F filers) reported a position in AVUS shares at 2025-12-31, 112,784,784 shares in all. 30 filers opened a position and 25 filers sold out during the quarter.

Managers
516
13F filers
522
New
30
Added
200
Reduced
170
Sold out
25
Shares held by filers
112,784,784

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HB Wealth Management, LLC5,248,830$587M3.8%+486,78713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,810,384$426M0.21%+239,34613F-HRTimelineGroup
Oak Root LLC2,905,949$325M39.27%-126,75613F-HRTimeline
Annex Advisory Services, LLC2,464,437$275M5.26%-155,26713F-HRTimeline
LPL Financial LLC2,313,333$259M0.07%+1,72213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,285,645$255M+154,282Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,686,578$189M+62,882Timeline
HighTower Advisors, LLC1,676,917$187M0.21%+17,82713F-HRTimeline
Financial Plan, Inc.1,335,641$149M17.14%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,253,450$140M11.53%+20,02513F-HRTimeline
Quantum Financial Advisors, LLC1,233,508$138M15.48%+42,51613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,135,183$127M0.17%+243,65613F-HR/ATimelineGroup
Great Point Wealth Advisors, LLC1,122,278$125M22.9%-3,08813F-HRTimeline
Beacon Pointe Advisors, LLC1,113,464$124M0.87%+13,99913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,108,221$124M0.17%+12,41113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,015,677$114M0.17%-118,57813F-HRTimeline
Modera Wealth Management, LLC994,213$111M1.29%-38,36513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY994,121$111M0.01%-76,99913F-HR/ATimelineGroup
Creative Planningin group Creative Planning984,914$110M0.08%-34,14413F-HRTimelineGroup
RVW Wealth, LLC821,848$91.9M7.02%-5,24313F-HRTimeline
B&D White Capital Company, LLC750,556$83.9M9.72%+197,08913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC727,765$81.3M0.69%+62,35313F-HRTimelineGroup
Bridgewater Advisors Inc.700,712$80.3M5.21%+53,20913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp704,499$78.7M0.01%+65,40813F-HRTimelineGroup
Simplicity Wealth,LLC698,955$78.1M4.66%+22,52113F-HRTimeline
McLean Asset Management Corp677,180$77.6M13.9%+198,89513F-HRTimeline
BCR Wealth Strategies, LLC680,882$76.1M25.24%-61613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC661,818$74M0.02%+1,37113F-HRTimelineGroup
Cresset Asset Management, LLC647,098$72.3M0.31%+31,94413F-HRTimeline
SC&H Financial Advisors, Inc.627,798$70.2M10.86%-10,13513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…601,966$69M0.09%-6,47813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…616,308$68.9M0.04%-97,61913F-HR/ATimelineGroup
Rockwood Wealth Management, LLC575,849$64.4M4.8%-7,04713F-HRTimeline
Caliber Wealth Management, LLC / KS565,860$63.3M6.81%+48,24913F-HRTimeline
Plancorp, LLC521,963$58.3M1.76%-1,64713F-HRTimeline
McGlone Suttner Wealth Management, Inc.515,580$57.6M7.75%+11,68213F-HRTimeline
WMG Financial Advisors, LLC501,994$56.1M23.12%-1,67213F-HRTimeline
Cetera Investment Advisers501,320$56M0.06%+128,03613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC492,255$55M36.46%+6,68813F-HRTimeline
CPC Advisors, LLC488,010$54.5M5.51%+6,82013F-HRTimeline
OneDigital Investment Advisors LLC487,973$54.5M0.53%-18,36113F-HRTimeline
Leo Wealth, LLC483,817$54.1M3.92%+216,50213F-HRTimeline
Strategic Blueprint, LLC465,389$52M3.08%-44713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/457,495$51.1M<0.01%-12,08213F-HRTimelineGroup
Disciplina Capital Management LLC438,915$49.1M5.62%+2,07313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…429,120$48M17.17%+2,41413F-HRTimeline
AWM CAPITAL, LLC429,029$48M4.35%+34213F-HRTimeline
WCG Wealth Advisors LLC428,096$47.9M1.34%+16,18613F-HRTimeline
World Investment Advisors413,937$46.3M0.76%+28,56713F-HR/ATimeline
Waverly Advisors, LLC400,195$44.7M0.36%-4,99413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.390,002$44.7M6.59%+193,49113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…390,100$43.6M0.08%+125,73013F-HR/ATimelineGroup
RAFFA WEALTH MANAGEMENT, LLC388,205$43.4M6.67%+18,51913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC387,772$43.3M0.25%+150,30713F-HRTimelineGroup
Geometric Wealth Advisors386,244$43.2M5.55%-2,15913F-HRTimeline
Glenview Trust Co371,188$41.5M0.64%+125,82813F-HRTimeline
Mattern Wealth Management LLC363,928$40.7M7.83%+9,35113F-HRTimeline
BSW Wealth Partners363,168$40.6M4.87%-19,34613F-HRTimeline
Tortoise Investment Management, LLC359,435$40.2M3.53%+15,65213F-HRTimeline
Vestmark Advisory Solutions, Inc.353,156$39.5M0.53%+44,04913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.350,459$39.2M10.27%+21,33513F-HRTimeline
Indivisible Partners347,707$38.9M4.21%13F-HRTimeline
Arcadia Wealth Management, Inc.335,379$37.5M21.5%+18,37413F-HRTimeline
MML INVESTORS SERVICES, LLC334,652$37.4M0.09%+29,26813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC333,192$37.2M10.9%new13F-HRTimeline
Align Financial, LLC36,006,016$36M25.8%13F-HRTimeline
JRM Investment Counsel, LLC321,496$35.9M10.39%+1,02613F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC312,044$34.9M30.45%13F-HRTimeline
Highland Financial Advisors, LLC310,056$34.7M9.61%+3,18313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding308,778$34.5M+36,189Timeline
Gradient Investments LLCin group Gradient Investments LLC298,812$33.4M0.53%+109,51213F-HRTimelineGroup
Hutchens & Kramer Investment Management…276,001$30.9M10.66%+90,46713F-HRTimeline
Signature Resources Capital Management,…271,612$30.4M15.35%+14,46113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC270,853$30.3M11.7%+3,18813F-HRTimeline
WorthPointe, LLC269,325$30.1M7.91%+5,86013F-HRTimeline
CVA Family Office, LLC261,060$29.2M3.36%+89,05613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC254,660$28.5M8.26%-3,44313F-HRTimeline
Burton Enright Welch251,058$28.1M3.95%-1,61313F-HRTimeline
Divergent Planning, LLC242,241$27.3M6.96%+4,39413F-HRTimeline
Sensenig Capital Advisors, Inc242,545$27.1M27.55%13F-HRTimeline
HTG Investment Advisors, Inc.241,223$27M8.28%+29,15713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO240,683$26.9M<0.01%+14,92013F-HRTimelineGroup
Chicago Partners Investment Group LLC218,141$25.1M0.62%+2,11713F-HRTimeline
Zhang Financial LLC212,973$23.8M0.89%+59,26013F-HRTimeline
Oak Wealth Advisors LLC211,589$23.7M13.58%+1,30713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211,555$23.7M0.03%+33,89013F-HRTimelineGroup
Trellis Wealth Advisors LLC206,191$23M9.01%-9,98013F-HRTimeline
Torren Management, LLC195,181$21.8M11.14%13F-HRTimeline
Greenspring Advisors, LLC194,101$21.7M1.33%+21,66613F-HRTimeline
Passive Capital Management, LLC.188,161$21M6.58%+70813F-HRTimeline
Freedom Financial Partners LLC182,744$20.4M7.43%-19,00413F-HRTimeline
Tanager Wealth Management LLP181,298$20.3M2.02%-11,71613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,016$20M<0.01%+6,94513F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC176,978$19.8M1.63%-1,82813F-HRTimeline
Apella Capital, LLC173,402$19.4M0.38%+2,91713F-HRTimeline
Trace Wealth Advisors, LLC164,495$18.4M13.28%+7513F-HRTimeline
Acropolis Investment Management, LLC163,813$18.3M0.82%+3,67713F-HRTimeline
Mariner, LLCin group Mariner, LLC162,068$18.1M0.02%-167,72813F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC161,471$18M4.87%+15,87313F-HRTimeline
Allworth Financial LP160,451$17.9M0.07%-6,88713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…158,828$17.8M2.62%-3,63013F-HRTimeline
Trajan Wealth LLC154,589$17.3M0.72%-2,75713F-HRTimeline
FMB WEALTH MANAGEMENT152,105$17M6.71%+7,87313F-HRTimeline
REDW Wealth LLC147,213$16.5M6.27%-13,62513F-HRTimeline
CoreCap Advisors, LLC146,678$16.4M0.57%+30,75713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN145,966$16.3M<0.01%-7,80813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,131$16.2M<0.01%+2,70213F-HRTimelineGroup
MCF Advisors LLC143,153$16M0.88%new13F-HRTimeline
Foundations Investment Advisors, LLC134,182$15M0.2%-1,06313F-HRTimeline
Flagstone Financial Management133,728$14.9M3.83%+1,64313F-HRTimeline
McCartney Wealth Management LLC130,194$14.6M12.56%13F-HRTimeline
Fonville Wealth Management LLC129,369$14.5M2.96%+7,28113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC129,303$14.5M6.55%-85813F-HRTimeline
PLANWISER FINANCIAL, LLC125,165$14.3M10.74%+3,20913F-HR/ATimeline
Orion Capital Management LLC127,912$14.3M4.83%+52513F-HRTimeline
My Personal CFO, LLC123,990$13.9M5.78%new13F-HRTimeline
KWMG, LLC123,326$13.8M1.19%+1,54113F-HRTimeline
SAX WEALTH ADVISORS, LLC121,707$13.6M0.64%-2,68713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,102$13.4M0.01%-2,86313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC119,670$13.4M0.24%+26,03213F-HR/ATimeline
ANDERSON HOAGLAND & CO117,917$13.2M1.13%+1,90913F-HRTimeline
Gateway Wealth Partners, LLC117,913$13.2M1.47%+2,04613F-HRTimeline
Family Office Research LLC111,405$12.6M5.14%-63913F-HRTimeline
SJS Investment Consulting Inc.109,596$12.3M1.55%-43613F-HRTimeline
Madrid Wealth Management, LLC108,906$12.2M9.88%13F-HRTimeline
Clarity Capital Advisors, LLC107,178$12M5.99%-3,75213F-HRTimeline
Magnolia Private Wealth, LLC105,108$11.7M8.21%-127,94113F-HRTimeline
Wilkerson Advisory Group LLC103,317$11.5M4.07%13F-HRTimeline
Bull Oak Capital, LLC102,675$11.5M4.69%-82513F-HRTimeline
Wheels Up Wealth, Inc.98,957$11.1M10.3%13F-HRTimeline
Generations Wealth, LLC96,792$10.8M11.07%13F-HRTimeline
marrick wealth, LLC95,917$10.7M8.78%13F-HRTimeline
Annandale Capital, LLC94,819$10.6M1.73%013F-HRTimeline
Wedmont Private Capital91,700$10.4M0.36%+3213F-HRTimeline
Meredith Wealth Planning89,620$10M2.98%-2,21013F-HRTimeline
Outbound Financial Inc88,040$9.84M7.66%-41813F-HRTimeline
Parkshore Wealth Management, Inc.86,498$9.67M3.63%-1,02713F-HRTimeline
Cornerstone Wealth Management, LLC85,929$9.61M0.5%+9,99213F-HRTimeline
IHT Wealth Management, LLC82,034$9.17M0.22%-8,98613F-HRTimeline
Lantern Wealth Advisors, LLC82,028$9.17M4.87%-5,95313F-HRTimeline
Atlas Wealth LLC81,630$9.12M2.77%+4,93913F-HRTimeline
LRI Investments, LLC80,884$9.04M0.73%013F-HRTimeline
Echo Wealth Management, LLC80,561$9.01M5.26%-13,92013F-HRTimeline
Heirloom Wealth Management80,347$8.98M2.08%+7,59413F-HRTimeline
Herold Advisors, Inc.80,220$8.97M2%+5,88913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,440$8.88M1.4%-2,36013F-HRTimeline
SAGE RHINO CAPITAL LLC78,893$8.82M1.67%-2,46013F-HRTimeline
Perigon Wealth Management, LLC78,165$8.74M0.16%-1,37213F-HRTimeline
Financial Symmetry Inc75,778$8.47M3.45%-71413F-HRTimeline
Lakeridge Wealth Management LLC75,363$8.42M3.83%-4,91713F-HRTimeline
Sollinda Capital Management LLC74,511$8.33M2.13%+9,43013F-HRTimeline
Quantinno Capital Management LP74,168$8.29M0.02%+51,55013F-HRTimeline
Ausdal Financial Partners, Inc.72,755$8.13M0.38%+36613F-HRTimeline
Private Advisor Group, LLC72,362$8.09M0.04%+1,12113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.72,078$8.06M2.31%-12,37813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC71,409$7.98M3.26%-7013F-HRTimeline
NewEdge Advisors, LLC70,831$7.92M0.03%-3,70013F-HRTimeline
Betterment LLC70,160$7.84M0.01%+1,23513F-HRTimeline
Vannoy Advisory Group, Inc.70,142$7.84M4.97%013F-HRTimeline
VestGen Advisors, LLC69,668$7.79M0.33%+6,13113F-HRTimeline
CURIO WEALTH, LLC66,630$7.55M2.67%+52213F-HRTimeline
EHRLICH FINANCIAL GROUP65,831$7.36M4.19%+3,23913F-HRTimeline
Buttonwood Financial Group, LLC63,486$7.3M3.88%-14,90613F-HRTimeline
Versant Capital Management, Inc65,228$7.29M0.91%+40613F-HRTimeline
Auxano Advisors, LLC64,948$7.26M1.43%-2,75613F-HRTimeline
MN Wealth Advisors, LLC64,782$7.24M3.66%+1713F-HRTimeline
Sterneck Capital Management, LLC63,751$7.13M3.21%+9,86013F-HRTimeline
SOL Capital Management CO63,680$7.12M0.64%-21,48113F-HRTimeline
UBS Group AGgroup of 2 filers holding63,614$7.11M-6,882Timeline
Integrity Investment Advisors, LLC63,155$7.06M3.89%+1,35513F-HRTimeline
Symmetry Partners, LLC62,773$7.02M0.42%-5,61313F-HRTimeline
Cloud Capital Management, LLC62,198$6.95M3.28%+3,72313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…62,117$6.94M0.11%+4,71013F-HRTimelineGroup
Ariadne Wealth Management, LP59,930$6.93M2.86%-96513F-HRTimeline
Brio Consultants, LLC61,301$6.85M0.89%-1,53213F-HRTimeline
Arax Advisory Partners60,702$6.79M0.2%-63,19413F-HRTimeline
Visionary Horizons, LLC59,894$6.7M3.46%+3,41913F-HRTimeline
QUARRY HILL ADVISORS, LLC59,705$6.67M3.1%+2,74713F-HRTimeline
ARK & TLK INVESTMENTS, LLC59,058$6.6M1.82%+19,60813F-HRTimeline
SFG Wealth Management, LLC.57,081$6.38M2.51%-35613F-HRTimeline
Approach Retirement Advisors, LLC56,317$6.3M5.42%13F-HRTimeline
Ridgeline Wealth, LLC55,212$6.17M4.28%+4,13613F-HRTimeline
Financial Engines Advisors L.L.C.55,090$6.16M0.01%+1,39213F-HRTimeline
Morling Financial Advisors, LLC54,497$6.09M1.92%-52813F-HRTimeline
AlphaCore Capital LLC53,850$6.02M0.14%-9,80813F-HRTimeline
Prosperity Planning, Inc.51,580$5.77M1.51%+3,23113F-HRTimeline
Gotham Asset Management, LLC50,500$5.64M0.02%013F-HRTimeline
Cypress Point Wealth Management, LLC50,025$5.59M1.22%-3,74913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…49,483$5.53M1.14%+23213F-HRTimeline
Eaton-Cambridge Inc.49,455$5.53M1.81%-44213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,410$5.3M<0.01%+13,06313F-HRTimelineGroup
Mattson Financial Services, LLC46,968$5.25M1.23%+11,98613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,426$5.19M<0.01%+20,98513F-HRTimelineGroup
LANE BROTHERS & CO INC46,174$5.16M3.73%13F-HRTimeline
L & S Advisors Inc45,777$5.12M0.47%+6513F-HRTimeline
Summit Wealth Partners, LLC45,614$5.1M0.94%-3,83713F-HRTimeline
Integrity Wealth Solutions LLC45,167$5.05M2%+1,00913F-HRTimeline
BLVD Private Wealth, LLC43,870$4.9M4.27%-1,13313F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC42,309$4.73M3.35%-4,85613F-HRTimeline
North Ridge Wealth Advisors, Inc.41,575$4.65M2.6%-68513F-HRTimeline