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Disclosery

AVUV AMERICAN CENTY ETF TR

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SHS (fund)

799 managers (806 13F filers) reported a position in AVUV shares at 2024-12-31, 108,059,996 shares in all. 62 filers opened a position and 19 filers sold out during the quarter.

Managers
799
13F filers
806
New
62
Added
446
Reduced
165
Sold out
19
Shares held by filers
108,059,996

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
REGIMEN WEALTH, LLC99,991$9.65M3.15%-4,85613F-HRTimeline
Quantum Financial Advisors, LLC99,743$9.63M1.47%+46413F-HRTimeline
Carr Financial Group Corp99,113$9.57M3.01%+35,98713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,817$9.54M0.01%+34,85913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED98,978$9.52M0.88%+4,40813F-HRTimeline
Opal Wealth Advisors, LLC96,909$9.35M2.81%+1,20313F-HRTimeline
RFG Advisory, LLC95,748$9.24M0.26%-3,84013F-HRTimeline
Financial Futures Ltd Liability Co.95,645$9.23M5.24%-2,31413F-HRTimeline
LIBRA WEALTH LLC95,642$9.23M3.59%+13,88513F-HRTimeline
Cerro Pacific Wealth Advisors LLC95,496$9.16M3.03%-12,91813F-HRTimeline
Venture Visionary Partners LLC94,693$9.14M0.39%+15,82813F-HR/ATimeline
Convergence Financial, LLC94,430$9.12M1.82%+13,24813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.94,076$9.08M3.69%-3,44213F-HRTimeline
True Wealth Design, LLC93,821$9.06M3.51%-1,65513F-HRTimeline
Midwest Financial Group LLC93,508$9.03M5.18%+16,67713F-HRTimeline
Dakota Wealth Management93,402$9.02M0.21%-1,33413F-HRTimeline
FAS Wealth Partners, Inc.93,370$9.01M0.76%+80413F-HRTimeline
Symmetry Partners, LLC92,882$8.97M1.28%+61,32413F-HRTimeline
Shotwell Rutter Baer Inc93,720$8.87M7.48%-96713F-HRTimeline
Alliance Wealth Advisors, LLC90,968$8.78M5.03%+2,83913F-HRTimeline
CENTAURUS FINANCIAL, INC.88,756$8.57M0.52%-45313F-HRTimeline
Three Cord True Wealth Management, LLC88,754$8.57M7.41%13F-HRTimeline
Klaas Financial Asset Advisors, LLC87,488$8.45M1.49%-31113F-HRTimeline
Private Wealth Management Group, LLC87,078$8.41M3.22%+6,99413F-HRTimeline
Continuum Advisory, LLC87,059$8.4M1.08%+1,15513F-HRTimeline
SAX WEALTH ADVISORS, LLC87,026$8.4M0.66%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…87,012$8.4M0.29%+8,05213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC86,570$8.36M0.19%+11,70613F-HRTimelineGroup
Yardley Wealth Management LLC86,619$8.35M4.06%+15,24213F-HRTimeline
Pacific Life Fund Advisors LLC86,240$8.32M0.86%new13F-HRTimeline
Trace Wealth Advisors, LLC85,450$8.25M7.39%13F-HRTimeline
Integrated Capital Management, LLC85,129$8.22M4.37%+25,20813F-HRTimeline
Wedmont Private Capital84,992$8.05M0.42%+9,64513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC83,189$8.03M3.02%+7,71813F-HRTimeline
BWM Planning, LLC82,780$7.99M3.48%+9,19413F-HRTimeline
Atlanta Consulting Group Advisors, LLC82,354$7.95M2.93%new13F-HR/ATimeline
FAMILY WEALTH PARTNERS, LLC82,104$7.93M3.77%+13,81513F-HRTimeline
Aveo Capital Partners, LLC82,023$7.92M0.87%+13,39113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC81,226$7.84M0.33%new13F-HR/ATimeline
USAdvisors Wealth Management, LLC80,995$7.82M2.54%+35,38613F-HRTimeline
Greenwich Wealth Management LLC80,864$7.81M0.55%+2,68613F-HRTimeline
Cooper Financial Group80,581$7.78M0.94%+7,17313F-HRTimeline
Oak Wealth Advisors LLC80,452$7.77M5.97%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC80,284$7.75M0.29%+5,25613F-HRTimeline
Core Wealth Advisors, Inc.80,257$7.75M2.55%+1,26613F-HRTimeline
Watts Gwilliam & Co., LLC79,731$7.69M1.63%-3,28913F-HRTimeline
McIlrath & Eck, LLC78,392$7.57M0.96%+17,42313F-HRTimeline
Visionary Horizons, LLC78,321$7.56M4.96%+26,28213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC78,298$7.56M1.5%-30,92013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC78,190$7.55M3.71%+14,57313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…78,097$7.54M1.86%+3,17113F-HRTimeline
Certified Advisory Corp77,797$7.51M0.82%+5,33713F-HRTimeline
IAM Advisory, LLC76,200$7.36M1.86%-45913F-HRTimeline
SMITH, MOORE & CO.75,863$7.32M0.67%-37,15913F-HRTimeline
Lutz Financial Services LLC75,703$7.31M0.59%+10,20013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …77,062$7.3M0.57%+1,99713F-HRTimelineGroup
SkyOak Wealth, LLC74,725$7.21M1.54%+23,95113F-HRTimeline
Independent Advisor Alliance74,364$7.18M0.1%+52,55213F-HRTimeline
Navalign, LLC73,802$7.12M2.09%+96713F-HRTimeline
Herold Advisors, Inc.73,545$7.1M1.55%-2,46313F-HRTimeline
Collaborative Wealth Managment Inc.73,185$7.06M3.21%+1,96813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC72,552$7M3.22%-17913F-HRTimeline
PCG Wealth Advisors, LLC72,178$6.97M2.57%+3,41913F-HRTimeline
Trilogy Capital Inc.72,128$6.96M0.36%+1,35913F-HRTimeline
Sequoia Financial Advisors, LLC71,417$6.89M0.07%-1,25913F-HR/ATimeline
BSW Wealth Partners70,369$6.79M1%+7,53813F-HRTimeline
Del-Sette Capital Management, LLC69,916$6.75M5.48%-3,07213F-HRTimeline
Tortoise Investment Management, LLC69,724$6.73M0.71%+1,16513F-HR/ATimeline
Perigon Wealth Management, LLC67,302$6.66M0.16%+16,54213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC68,733$6.63M0.05%+5,66213F-HRTimelineGroup
Integrity Wealth Solutions LLC68,512$6.61M3.7%+4113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA67,859$6.55M0.02%+25,54613F-HRTimelineGroup
Burk Holdings LLC67,716$6.54M5.29%13F-HRTimeline
WR Wealth Planners, LLC67,423$6.51M2.09%+2,81513F-HRTimeline
Blue Investment Partners LLC67,266$6.49M2.38%+1,99813F-HRTimeline
NCM Capital Management, LLC67,247$6.49M2.92%+2,15313F-HRTimeline
Merit Financial Group, LLC67,203$6.49M0.12%+75413F-HRTimeline
EARNED WEALTH ADVISORS, LLC66,111$6.38M2.04%+6,66413F-HRTimeline
Fortis Group Advisors, LLC65,968$6.37M1.19%+60,48713F-HRTimeline
Parkshore Wealth Management, Inc.65,315$6.3M3.79%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS65,304$6.3M2.68%+3,30613F-HRTimeline
Intergy Private Wealth, LLC64,593$6.24M2.33%+1,46113F-HRTimeline
Mutual Advisors, LLC62,944$6.23M0.18%+5,95413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC63,903$6.17M2.02%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,565$6.14M0.01%+62,34613F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC64,333$6.11M4.59%+46413F-HRTimeline
Longview Financial Advisors, Inc.63,282$6.11M4.81%+8,99713F-HRTimeline
Arcadia Wealth Management, Inc.63,167$6.1M5.18%13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.62,886$6.07M1.2%+11,49913F-HRTimeline
Per Stirling Capital Management, LLC.62,680$6.05M0.86%-2,12813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,667$6.05M0.16%+7,75213F-HRTimelineGroup
Widmann Financial Services, Inc.61,882$5.97M4.62%+2,04913F-HRTimeline
KPP Advisory Services LLC61,674$5.95M1.4%+10,79913F-HRTimeline
Farther Finance Advisors, LLC61,241$5.91M0.21%+7,17213F-HRTimeline
Aspire Capital Advisors LLC59,584$5.75M1.65%+2,25213F-HRTimeline
White Pine Investment CO59,512$5.75M1.55%+2,67113F-HRTimeline
Visionary Wealth Advisors59,340$5.73M0.34%-59113F-HRTimeline
Gateway Wealth Partners, LLC58,956$5.69M1.47%+27,23213F-HRTimeline
Midwest Heritage Bank, FSB58,694$5.67M2.63%+50413F-HRTimeline
Relyea Zuckerberg Hanson LLC58,665$5.66M0.76%+55,37113F-HRTimeline
Capstone Wealth Management, LLC58,527$5.65M5.52%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC58,347$5.63M3.91%+1,20513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC57,648$5.56M3.47%new13F-HRTimeline
Steward Partners Investment Advisory, L…57,293$5.53M0.05%+3,97913F-HRTimeline
Dogwood Wealth Management LLC57,235$5.52M2.92%+8,34613F-HRTimeline
Janney Montgomery Scott LLC57,196$5.52M0.02%+11,33313F-HRTimeline
ERn Financial, LLC56,750$5.48M0.82%+57113F-HRTimeline
Golden Bell Financial Planning LLC56,538$5.46M5.49%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC56,204$5.43M0.17%+21,04613F-HRTimeline
FOSTER & MOTLEY INC56,139$5.42M0.35%+3,00513F-HRTimeline
Passive Capital Management, LLC.55,294$5.34M1.88%+19613F-HRTimeline
HMV Wealth Advisors, LLC55,285$5.34M5.34%13F-HRTimeline
Global Strategic Investment Solutions, …55,016$5.31M0.62%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.54,634$5.27M0.07%+2,88013F-HRTimelineGroup
Stone Summit Wealth LLC54,271$5.24M1.76%-8,19613F-HRTimeline
Running Point Capital Advisors, LLC54,020$5.21M1.79%+8,84513F-HRTimeline
Ocean Park Asset Management, LLC53,721$5.19M0.18%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC53,160$5.13M2.02%-1,29913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…52,878$5.1M0.21%+34313F-HRTimelineGroup
LexAurum Advisors, LLC52,804$5.1M1.01%+2,83213F-HRTimeline
CVA Family Office, LLC52,651$5.08M0.8%+6,76513F-HRTimeline
ProVise Management Group, LLC52,302$5.05M0.43%-91013F-HRTimeline
ENZI WEALTH50,500$5.04M1.92%+2,01113F-HRTimeline
SC&H Financial Advisors, Inc.52,091$5.03M1.04%+1,11113F-HRTimeline
CoreFirst Bank & Trust51,150$4.94M2.93%+31713F-HRTimeline
Waterfront Wealth Inc.51,063$4.93M1.2%+2,30113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC51,049$4.93M0.53%-1,66913F-HRTimeline
Sterneck Capital Management, LLC50,929$4.92M2.66%+1,55713F-HRTimeline
Gladstone Institutional Advisory LLC50,386$4.86M0.23%+35,92313F-HRTimeline
Atria Wealth Solutions, Inc.49,254$4.75M0.05%+4,42113F-HRTimeline
Slagle Financial, LLC49,108$4.74M2.13%+5,59413F-HRTimeline
Greenline Partners, LLC48,945$4.72M0.66%new13F-HRTimeline
Liberty Capital Management, Inc.48,832$4.71M1.05%+2,27013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.48,770$4.71M1.57%+41,44813F-HRTimeline
WorthPointe, LLC48,601$4.69M1.95%+3,93613F-HRTimeline
Diversified Portfolios, Inc.47,893$4.62M0.5%+44213F-HRTimeline
Prosperity Planning, Inc.47,882$4.62M1.48%+7,78113F-HRTimeline
IFP Advisors, Inc47,839$4.62M0.15%+3,49713F-HRTimeline
BlueStem Wealth Partners, LLC47,254$4.56M0.6%13F-HRTimeline
Parkworth Wealth Management, Inc.47,201$4.56M3.79%13F-HRTimeline
Wealthfront Advisers LLC46,942$4.53M0.01%+1,41513F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC46,605$4.5M0.52%+10,52013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP46,310$4.47M0.11%new13F-HRTimeline
Financial Engines Advisors L.L.C.46,295$4.47M0.01%+16,44513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.46,280$4.47M1.2%-3,22613F-HRTimeline
Orion Capital Management LLC46,074$4.45M1.96%+2,27013F-HRTimeline
Lantern Wealth Advisors, LLC45,890$4.43M2.88%-3,61813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,395$4.38M0.01%-3,06813F-HRTimelineGroup
Global Retirement Partners, LLC45,343$4.38M0.13%+5,35513F-HRTimeline
Elios Financial Group Inc.45,189$4.36M2.06%+1,01813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC44,522$4.3M0.09%new13F-HRTimeline
New England Private Wealth Advisors LLC44,521$4.3M0.68%+12,21113F-HRTimeline
Seed Wealth Management, Inc.44,505$4.3M3.47%-57513F-HRTimeline
Equita Financial Network, Inc.44,494$4.29M1.55%-50613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,936$4.24M0.01%+23,68813F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC43,650$4.21M1.99%-97313F-HRTimeline
Canvas Wealth Advisors, LLC43,594$4.21M1.06%+8,34013F-HRTimeline
Northland Capital Management LLC42,659$4.12M3.05%+3,20613F-HRTimeline
Flywheel Private Wealth LLC41,898$4.04M3.72%13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC41,642$4.02M3.22%13F-HRTimeline
Tillman Hartley LLC40,892$3.95M1.13%+6,81313F-HRTimeline
Beacon Pointe Advisors, LLC40,857$3.94M0.04%-1,23413F-HRTimeline
Quadcap Wealth Management, LLC40,681$3.93M0.58%+11,60613F-HRTimeline
S. R. Schill & Associates40,539$3.91M3.27%-1,02513F-HRTimeline
Apella Capital, LLC40,028$3.86M0.15%+38113F-HRTimeline
Cypress Point Wealth Management, LLC39,750$3.84M1.19%-1,58513F-HRTimeline
Team Financial Group, LLC39,519$3.81M2.19%+29,36813F-HRTimeline
Physician Wealth Solutions Inc.39,271$3.79M1.9%+2,10813F-HRTimeline
Mayfair Advisory Group, LLC38,806$3.75M2.21%+3,74313F-HRTimeline
Sylvest Advisors, LLC38,761$3.74M2.3%13F-HRTimeline
Larson Financial Group LLC38,257$3.69M0.19%+4,63713F-HRTimeline
ORBA Wealth Advisors, L.L.C.37,842$3.65M1.91%-32,58413F-HRTimeline
IHT Wealth Management, LLC37,796$3.65M0.12%+7,34913F-HRTimeline
Telos Capital Management, Inc.37,698$3.64M0.39%+2,85213F-HRTimeline
M Holdings Securities, Inc.36,745$3.55M0.57%+2,39813F-HR/ATimeline
BEACON FINANCIAL GROUP36,064$3.48M0.37%+1,88113F-HRTimeline
Bridgewealth Advisory Group, LLC34,646$3.37M0.95%+15,16113F-HRTimeline
Premier Path Wealth Partners, LLC34,645$3.34M0.51%+80513F-HRTimeline
IMA Advisory Services, Inc.34,474$3.33M0.4%-84813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,307$3.31M0.05%+6,29613F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,268$3.31M2.86%13F-HRTimeline
Pasadena Private Wealth, LLC33,426$3.23M0.66%+3,89113F-HRTimeline
Foundry Financial Group, Inc.32,522$3.14M1.94%new13F-HRTimeline
Plum Street Advisors, LLC32,114$3.1M1.53%+13,74713F-HRTimeline
Goldstone Financial Group, LLC31,759$3.07M0.48%+6,06113F-HRTimeline
MONECO ADVISORS, LLC31,604$3.05M0.32%new13F-HR/ATimeline
Westside Investment Management, Inc.31,517$3.04M0.64%+1,47013F-HRTimeline
Good Life Advisors, LLC31,445$3.04M0.22%+2,28113F-HRTimeline
Sigma Planning Corp31,384$3.03M0.1%+65413F-HRTimeline
Avant Financial Advisors LLC31,355$3.03M2.78%13F-HRTimeline
CSS LLC/IL31,100$3M0.18%-6,00013F-HRTimeline
Sovran Advisors, LLC30,690$2.99M0.43%13F-HRTimeline
Cascade Financial Partners, LLC30,950$2.99M0.39%+6,24313F-HRTimeline
TFB Advisors LLC30,890$2.98M0.85%+2,19513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC30,696$2.96M1.51%+22,71913F-HRTimeline
McLean Asset Management Corp30,518$2.95M0.88%+8,75713F-HRTimeline
L.K. Benson & Company, P.C.30,445$2.94M2.07%13F-HRTimeline
Heron Bay Capital Management30,169$2.91M0.61%-57613F-HRTimeline
Legacy Financial Strategies, LLC30,209$2.91M0.63%-2,26813F-HRTimeline
COZAD ASSET MANAGEMENT INC30,037$2.9M0.27%+6,93313F-HRTimeline