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Disclosery

AVUS AMERICAN CENTY ETF TR

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SHS (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in AVUS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Oak Root LLC2,905,949$372M41.03%013F-HRTimeline
RVW Wealth, LLC910,991$117M7.49%+84,49713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC547,307$70.1M1%+63,80513F-HRTimelineGroup
CoreCap Advisors, LLC187,105$24M0.69%+10,17213F-HRTimeline
Apella Capital, LLC176,975$23M0.29%+14,75913F-HRTimeline
Acropolis Investment Management, LLC168,218$21.5M0.87%+26713F-HRTimeline
KWMG, LLC135,427$17.3M1.25%+5,35513F-HRTimeline
Wedmont Private Capital97,159$12.6M0.3%+2,27213F-HRTimeline
Financial Symmetry Inc82,060$10.5M3.36%-28313F-HRTimeline
Farther Finance Advisors, LLC81,781$10.5M0.07%+37,10713F-HRTimeline
Versant Capital Management, Inc71,166$9.12M0.78%+7313F-HRTimeline
Prosperity Planning, Inc.57,950$7.42M1.65%+87013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC41,265$5.29M3.03%-49313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC38,679$4.95M1.39%+4,53713F-HRTimeline
Invariant Investment Management24,062$3.12M1.8%+50013F-HRTimeline
Hardin Capital Partners, LLC16,442$2.11M1.03%+19113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC11,290$1.45M0.3%+5413F-HRTimeline
Factor Wealth Management LTD7,787$997K0.15%+1613F-HRTimeline
Avidian Wealth Enterprises, LLC4,688$600K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,563$584K0.06%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,487$575K0.37%+35413F-HRTimeline
Pioneer Wealth Management Group4,146$531K0.13%-23113F-HRTimeline
Intelligence Driven Advisers, LLC3,954$506K0.09%+20313F-HRTimeline
Sprinkle Financial Consultants LLC2,362$303K0.12%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,649$211K<0.01%-98613F-HRTimeline
GAMMA Investing LLC395$50.6K<0.01%013F-HRTimeline
ATWOOD & PALMER INC183$23.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC148$19K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division23$2.95K<0.01%013F-HRTimeline