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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

554 managers (559 13F filers) reported a position in AVUS shares at 2026-03-31, 84,633,615 shares in all. 49 filers opened a position and 14 filers sold out during the quarter.

Managers
554
13F filers
559
New
49
Added
259
Reduced
144
Sold out
14
Shares held by filers
84,633,615

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HB Wealth Management, LLC5,744,706$639M4.14%+495,87613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,143,011$461M0.24%+332,62713F-HRTimelineGroup
Oak Root LLC2,905,949$323M39.4%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,339,801$275M+54,156Timeline
LPL Financial LLC2,388,713$266M0.07%+75,38013F-HRTimeline
MASECO LLP2,338,277$260M8.15%new13F-HRTimeline
Annex Advisory Services, LLC1,929,071$214M4.02%-535,36613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,831,442$204M+144,864Timeline
HighTower Advisors, LLC1,612,702$179M0.19%-64,21513F-HRTimeline
Financial Plan, Inc.1,393,958$155M16.61%+58,31713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,353,972$151M0.21%+245,75113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,338,377$149M0.21%+203,19413F-HRTimelineGroup
Great Point Wealth Advisors, LLC1,144,864$127M23.5%+22,58613F-HRTimeline
Beacon Pointe Advisors, LLC1,090,378$121M0.64%-23,08613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,053,744$117M9.49%-199,70613F-HRTimeline
Modera Wealth Management, LLC1,027,703$114M1.37%+33,49013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV994,329$111M0.16%-21,34813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY973,398$108M0.01%-20,72313F-HRTimelineGroup
Creative Planningin group Creative Planning969,480$108M0.07%-15,43413F-HRTimelineGroup
Quantum Financial Advisors, LLC878,146$97.6M10.95%-355,36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/875,159$97.3M0.01%+417,66413F-HRTimelineGroup
Bridgewater Advisors Inc.762,310$95.3M5.67%+61,59813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC829,852$92.3M0.03%+168,03413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC806,679$89.7M0.7%+78,91413F-HRTimelineGroup
RVW Wealth, LLC802,554$89.2M6.95%-19,29413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp781,758$86.9M0.02%+77,25913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…753,152$83.7M0.05%+136,84413F-HRTimelineGroup
McLean Asset Management Corp741,463$82.4M14.42%+64,28313F-HRTimeline
Werba Rubin Papier Wealth Management733,306$81.5M11.35%new13F-HRTimeline
B&D White Capital Company, LLC732,440$81.4M10.07%-18,11613F-HRTimeline
BCR Wealth Strategies, LLC698,997$77.7M24.36%+18,11513F-HRTimeline
Simplicity Wealth,LLC689,828$76.7M4.35%-9,12713F-HRTimeline
Cresset Asset Management, LLC651,947$72.5M0.31%+4,84913F-HRTimeline
SC&H Financial Advisors, Inc.635,792$70.7M10.66%+7,99413F-HRTimeline
Rockwood Wealth Management, LLC614,490$68.3M4.89%+38,64113F-HRTimeline
Caliber Wealth Management, LLC / KS605,425$67.3M7.37%+39,56513F-HRTimeline
Cetera Investment Advisers578,875$64.4M0.07%+77,55513F-HRTimeline
Plancorp, LLC527,925$61.3M1.74%+5,96213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC539,582$60M0.29%+151,81013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.522,317$58.1M7.69%+6,73713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC516,537$57.4M36.87%+24,28213F-HRTimeline
WMG Financial Advisors, LLC501,509$55.8M23.26%-48513F-HRTimeline
CPC Advisors, LLC491,240$54.6M8.86%+3,23013F-HRTimeline
OneDigital Investment Advisors LLC487,207$54.2M0.53%-76613F-HRTimeline
Leo Wealth, LLC471,880$52.5M3.81%-11,93713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…455,156$51M0.11%-146,81013F-HRTimeline
Strategic Blueprint, LLC448,633$49.9M2.9%-16,75613F-HRTimeline
World Investment Advisors441,517$49.1M0.79%+27,58013F-HRTimeline
Geometric Wealth Advisors436,101$48.5M6.07%+49,85713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…433,053$48.1M16.26%+3,93313F-HRTimeline
WCG Wealth Advisors LLC431,250$47.9M1.34%+3,15413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding430,268$47.8M+121,490Timeline
Disciplina Capital Management LLC428,123$47.6M5.04%-10,79213F-HRTimeline
AWM CAPITAL, LLC425,360$47.3M4.28%-3,66913F-HRTimeline
Waverly Advisors, LLC412,735$45.9M0.34%+12,54013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…410,745$45.7M0.08%+20,64513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC402,092$44.7M6.98%+13,88713F-HRTimeline
Tortoise Investment Management, LLC392,287$43.6M3.6%+32,85213F-HRTimeline
Vestmark Advisory Solutions, Inc.380,203$42.3M0.47%+27,04713F-HRTimeline
Mattern Wealth Management LLC367,705$40.9M7.97%+3,77713F-HRTimeline
BSW Wealth Partners365,474$40.6M4.96%+2,30613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.363,360$40.4M10.68%+12,90113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT362,493$40.3M7.52%+335,59513F-HRTimeline
Indivisible Partners360,670$40.1M3.55%+12,96313F-HRTimeline
Arcadia Wealth Management, Inc.359,269$39.9M21.62%+23,89013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC357,756$39.8M0.62%+58,94413F-HRTimelineGroup
Glenview Trust Co350,326$38.9M0.61%-20,86213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC335,974$37.4M10.68%+2,78213F-HRTimeline
Highland Financial Advisors, LLC335,193$37.3M9.84%+25,13713F-HRTimeline
Align Financial, LLC333,253$37.1M21.06%-35,672,76313F-HRTimeline
CVA Family Office, LLC310,746$34.5M3.64%+49,68613F-HRTimeline
Signature Resources Capital Management,…310,523$34.5M16.36%+38,91113F-HRTimeline
JRM Investment Counsel, LLC310,296$34.5M9.19%-11,20013F-HRTimeline
Hutchens & Kramer Investment Management…299,681$33.3M10.53%+23,68013F-HRTimeline
MML INVESTORS SERVICES, LLC299,518$33.3M0.09%-35,13413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC284,129$31.6M0.01%+138,99813F-HR/ATimelineGroup
HTG Investment Advisors, Inc.276,823$30.8M8.78%+35,60013F-HRTimeline
Gateway Wealth Partners, LLC272,522$30.3M1.18%+154,60913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO275,082$29.7M<0.01%+34,39913F-HR/ATimelineGroup
Burton Enright Welch265,535$29.5M4.01%+14,47713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC261,916$29.1M12.08%-8,93713F-HRTimeline
EP Wealth Advisors, LLC249,495$27.7M0.14%+246,27813F-HRTimeline
Zhang Financial LLC242,233$26.9M0.93%+29,26013F-HRTimeline
Chicago Partners Investment Group LLC222,642$26.9M0.6%+4,50113F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC240,833$26.8M25.22%-71,21113F-HRTimeline
Sensenig Capital Advisors, Inc238,838$26.6M27.22%-3,70713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC237,607$26.4M7.56%-17,05313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,152$26.4M0.04%+25,59713F-HRTimelineGroup
WorthPointe, LLC226,547$25.2M6.87%-42,77813F-HRTimeline
Oak Wealth Advisors LLC223,453$24.8M13.65%+11,86413F-HRTimeline
LexAurum Advisors, LLC214,512$23.8M3.09%13F-HRTimeline
Trellis Wealth Advisors LLC205,746$22.9M8.71%-44513F-HRTimeline
Torren Management, LLC197,066$21.9M10.91%+1,88513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.195,625$21.8M6.1%-194,37713F-HRTimeline
CARDIFF PARK ADVISORS, LLC195,220$21.7M1.74%+18,24213F-HRTimeline
Greenspring Advisors, LLC192,256$21.4M1.3%-1,84513F-HRTimeline
Passive Capital Management, LLC.187,708$20.9M6.23%-45313F-HRTimeline
Apella Capital, LLC172,697$20.8M0.31%-70513F-HRTimeline
ARQ WEALTH ADVISORS, LLC179,647$20M3.6%+18,17613F-HRTimeline
Tanager Wealth Management LLP178,650$19.9M1.92%-2,64813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA177,377$19.7M<0.01%-1,63913F-HRTimelineGroup
Freedom Financial Partners LLC174,097$19.4M6.89%-8,64713F-HRTimeline
FMB WEALTH MANAGEMENT169,159$18.8M7.78%+17,05413F-HRTimeline
Acropolis Investment Management, LLC167,996$18.7M0.83%+4,18313F-HRTimeline
Mariner, LLCin group Mariner, LLC167,277$18.6M0.02%+5,20913F-HRTimelineGroup
Trace Wealth Advisors, LLC157,604$17.5M13.13%-6,89113F-HRTimeline
ANDERSON HOAGLAND & CO156,513$17.4M1.5%+38,59613F-HRTimeline
Allworth Financial LP154,672$17.2M0.07%-5,77913F-HRTimeline
Trajan Wealth LLC153,449$17.1M0.69%-1,14013F-HRTimeline
CoreCap Advisors, LLC152,981$17M0.58%+6,30313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152,917$17M<0.01%+6,95113F-HR/ATimelineGroup
SJS Investment Consulting Inc.140,466$15.6M1.91%+30,87013F-HRTimeline
REDW Wealth LLC137,516$15.3M6.1%-9,69713F-HRTimeline
PLANWISER FINANCIAL, LLC127,513$15.1M10.96%+2,34813F-HRTimeline
MCF Advisors LLC135,465$15.1M0.66%-7,68813F-HRTimeline
Flagstone Financial Management134,767$15M3.72%+1,03913F-HRTimeline
McCartney Wealth Management LLC133,070$14.8M12.46%+2,87613F-HRTimeline
Orion Capital Management LLC132,228$14.7M5.07%+4,31613F-HRTimeline
Fonville Wealth Management LLC132,050$14.7M2.79%+2,68113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC129,640$14.4M6.78%+33713F-HRTimeline
KWMG, LLC126,085$14M1.17%+2,75913F-HRTimeline
Summit Portfolio Management, LTD.123,280$13.7M8.82%13F-HRTimeline
Madrid Wealth Management, LLC122,613$13.6M10.28%+13,70713F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…122,596$13.6M0.15%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC121,625$13.6M0.66%-8213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,668$13.5M0.01%+1,56613F-HRTimelineGroup
My Personal CFO, LLC117,189$13M5.71%-6,80113F-HRTimeline
Family Office Research LLC112,381$12.5M5.43%+97613F-HRTimeline
Magnolia Private Wealth, LLC765,486$12.3M8.16%+660,37813F-HRTimeline
Meredith Wealth Planning109,999$12.2M3.31%+20,37913F-HRTimeline
Clarity Capital Advisors, LLC109,434$12.2M5.67%+2,25613F-HRTimeline
Wilkerson Advisory Group LLC106,350$11.8M4.06%+3,03313F-HRTimeline
Heirloom Wealth Management104,631$11.6M2.1%+24,28413F-HRTimeline
Bull Oak Capital, LLC102,213$11.4M4.37%-46213F-HRTimeline
Cornerstone Wealth Management, LLC102,182$11.4M0.57%+16,25313F-HRTimeline
Wheels Up Wealth, Inc.101,485$11.3M10.61%+2,52813F-HRTimeline
Generations Wealth, LLC99,689$11.1M10.76%+2,89713F-HRTimeline
marrick wealth, LLC96,635$10.7M9.03%+71813F-HRTimeline
Wedmont Private Capital92,022$10.6M0.34%+32213F-HRTimeline
Annandale Capital, LLC94,819$10.5M1.73%013F-HRTimeline
HUB Investment Partners, LLC92,573$10.3M0.25%new13F-HRTimeline
Quantinno Capital Management LP91,993$10.2M0.02%+17,82513F-HRTimeline
Financial Symmetry Inc82,435$10.1M3.58%+6,65713F-HRTimeline
Outbound Financial Inc87,896$9.77M7.33%-14413F-HRTimeline
Strategic Financial Planning, Inc.200,814$9.7M5.68%new13F-HRTimeline
Parkshore Wealth Management, Inc.85,301$9.48M3.17%-1,19713F-HRTimeline
Herold Advisors, Inc.84,322$9.37M2.06%+4,10213F-HRTimeline
Lakeridge Wealth Management LLC82,839$9.21M3.96%+7,47613F-HRTimeline
Lantern Wealth Advisors, LLC82,639$9.19M4.71%+61113F-HRTimeline
Atlas Wealth LLC82,354$9.16M2.74%+72413F-HR/ATimeline
UBS Group AGgroup of 2 filers holding81,862$9.1M+18,248Timeline
Cloud Capital Management, LLC80,467$8.95M3.9%+18,26913F-HRTimeline
ARK & TLK INVESTMENTS, LLC79,640$8.85M2.4%+20,58213F-HRTimeline
LRI Investments, LLC79,583$8.85M0.78%-1,30113F-HRTimeline
Owl Creek Wealth Partners LLC79,341$8.82M3.14%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC78,609$8.74M1.31%-83113F-HRTimeline
IHT Wealth Management, LLC78,600$8.74M0.2%-3,43413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC77,825$8.65M3.44%+6,41613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS77,728$8.64M7.71%13F-HRTimeline
Perigon Wealth Management, LLC77,113$8.57M0.16%-1,05213F-HRTimeline
Ausdal Financial Partners, Inc.76,677$8.52M0.38%+3,92213F-HRTimeline
Sollinda Capital Management LLC76,550$8.51M2.07%+2,03913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,017$8.49M<0.01%+30,60713F-HRTimelineGroup
Foundations Investment Advisors, LLC75,466$8.39M0.1%-58,71613F-HRTimeline
SAGE RHINO CAPITAL LLC73,804$8.21M1.54%-5,08913F-HRTimeline
Buttonwood Financial Group, LLC73,135$8.13M5%+9,64913F-HRTimeline
EHRLICH FINANCIAL GROUP72,330$8.04M4.62%+6,49913F-HRTimeline
Echo Wealth Management, LLC72,143$8.02M4.62%-8,41813F-HRTimeline
QUARRY HILL ADVISORS, LLC66,376$7.99M3.29%+6,67113F-HRTimeline
Betterment LLC71,370$7.93M0.02%+1,21013F-HRTimeline
Versant Capital Management, Inc70,830$7.87M0.78%+5,60213F-HRTimeline
VestGen Advisors, LLC63,165$7.86M0.22%-6,50313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.70,480$7.84M2.25%-1,59813F-HRTimeline
Vannoy Advisory Group, Inc.70,142$7.8M4.94%013F-HRTimeline
CURIO WEALTH, LLC68,250$7.59M2.59%+1,62013F-HRTimeline
Brio Consultants, LLC60,319$7.43M0.91%-98213F-HRTimeline
Integrity Investment Advisors, LLC66,320$7.37M4%+3,16513F-HRTimeline
MN Wealth Advisors, LLC66,290$7.37M3.59%+1,50813F-HRTimeline
Sterneck Capital Management, LLC66,267$7.37M3.31%+2,51613F-HRTimeline
3 FACTOR INDEXING, LLC66,224$7.36M6.95%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC66,103$7.35M0.01%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…62,241$6.92M0.12%+12413F-HRTimelineGroup
Ariadne Wealth Management, LP62,185$6.91M3.1%+2,25513F-HRTimeline
Visionary Horizons, LLC60,927$6.77M3.34%+1,03313F-HRTimeline
Symmetry Partners, LLC60,634$6.74M0.39%-2,13913F-HRTimeline
Auxano Advisors, LLC58,413$6.49M1.3%-6,53513F-HRTimeline
Approach Retirement Advisors, LLC57,446$6.39M5.31%+1,12913F-HRTimeline
Ridgeline Wealth, LLC56,267$6.26M4.48%+1,05513F-HRTimeline
Private Advisor Group, LLC56,011$6.23M0.03%-16,35113F-HRTimeline
Prosperity Planning, Inc.55,838$6.21M1.57%+4,25813F-HRTimeline
Financial Engines Advisors L.L.C.55,039$6.12M0.01%-5113F-HRTimeline
Morling Financial Advisors, LLC54,498$6.06M1.87%+113F-HRTimeline
AlphaCore Capital LLC53,644$5.96M0.14%-20613F-HRTimeline
SFG Wealth Management, LLC.53,164$5.91M2.43%-3,91713F-HRTimeline
Gotham Asset Management, LLC52,878$5.88M0.02%+2,37813F-HRTimeline
Eaton-Cambridge Inc.51,742$5.75M1.8%+2,28713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,862$5.65M<0.01%+4,43613F-HRTimelineGroup
Valued Wealth Advisors LLC49,511$5.5M2.23%+24,31213F-HRTimeline
S&A Financial Services, Inc.49,112$5.46M3.75%13F-HRTimeline
Cypress Point Wealth Management, LLC48,760$5.42M1.17%-1,26513F-HRTimeline