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Disclosery

AVUV AMERICAN CENTY ETF TR

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SHS (fund)

811 managers (819 13F filers) reported a position in AVUV shares at 2025-03-31, 115,373,029 shares in all. 70 filers opened a position and 52 filers sold out during the quarter.

Managers
811
13F filers
819
New
70
Added
454
Reduced
225
Sold out
52
Shares held by filers
115,373,029

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Stokes Family Office, LLC106,900$9.32M1.05%-6,81313F-HRTimeline
Bowman & Co S.C.106,191$9.26M4.55%new13F-HRTimeline
Orion Porfolio Solutions, LLC106,138$9.25M0.09%-2,96713F-HRTimeline
Orion Portfolio Solutions, LLC106,138$9.25M0.09%-2,96713F-HR/ATimeline
Austin Asset Management Co Inc105,723$9.22M1.92%-7,01813F-HRTimeline
Private Wealth Management Group, LLC105,245$9.17M3.39%+18,16713F-HRTimeline
Certified Advisory Corp104,394$9.1M1.03%+26,59713F-HRTimeline
EP Wealth Advisors, LLC103,780$9.05M0.07%-5,16413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,244$9M0.2%+16,67413F-HRTimelineGroup
Planned Solutions, Inc.103,011$8.98M3.68%+2,47113F-HRTimeline
REGIMEN WEALTH, LLC102,394$8.93M2.87%+2,40313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED101,887$8.88M0.83%+2,90913F-HR/ATimeline
SAX WEALTH ADVISORS, LLC101,530$8.85M0.63%+14,50413F-HRTimeline
Midwest Financial Group LLC101,489$8.85M5.14%+7,98113F-HRTimeline
SkyOak Wealth, LLC100,444$8.76M1.92%+25,71913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…93,349$8.71M0.35%+6,33713F-HRTimelineGroup
Carr Financial Group Corp99,835$8.7M2.85%+72213F-HRTimeline
Financial Futures Ltd Liability Co.97,121$8.47M4.8%+1,47613F-HRTimeline
BWM Planning, LLC96,922$8.45M3.58%+14,14213F-HRTimeline
Venture Visionary Partners LLC95,951$8.36M0.35%+1,25813F-HRTimeline
Convergence Financial, LLC95,414$8.32M1.63%+98413F-HRTimeline
FAS Wealth Partners, Inc.94,718$8.26M0.67%+1,34813F-HRTimeline
Alliance Wealth Advisors, LLC94,278$8.22M4.83%+3,31013F-HRTimeline
Three Cord True Wealth Management, LLC94,158$8.21M7.04%+5,40413F-HRTimeline
Farther Finance Advisors, LLC92,616$8.1M0.21%+31,37513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC92,794$8.09M0.35%+11,56813F-HR/ATimeline
True Wealth Design, LLC92,622$8.07M3.08%-1,19913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.103,361$8.05M3.3%+9,28513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC91,585$7.99M2.91%+8,39613F-HRTimeline
CENTAURUS FINANCIAL, INC.91,262$7.96M0.48%+2,50613F-HRTimeline
Dakota Wealth Management91,133$7.94M0.19%-2,26913F-HRTimeline
McIlrath & Eck, LLC90,363$7.88M0.97%+11,97113F-HRTimeline
Greenwich Wealth Management LLC90,349$7.88M0.6%+9,48513F-HRTimeline
Atlanta Consulting Group Advisors, LLC90,117$7.86M2.29%+7,76313F-HRTimeline
Iron Horse Wealth Management, LLC89,755$7.82M2.51%new13F-HRTimeline
Integrated Capital Management, LLC89,246$7.78M4.28%+4,11713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC89,148$7.77M3.55%+7,04413F-HRTimeline
Klaas Financial Asset Advisors, LLC88,528$7.72M1.33%+1,04013F-HRTimeline
Trace Wealth Advisors, LLC87,300$7.61M6.78%+1,85013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …90,910$7.6M0.56%+13,84813F-HRTimelineGroup
Caliber Wealth Management, LLC / KS86,080$7.5M1.02%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC86,080$7.5M0.26%+5,79613F-HRTimeline
Shotwell Rutter Baer Inc95,978$7.49M6.6%+2,25813F-HRTimeline
USAdvisors Wealth Management, LLC83,923$7.32M2.55%+2,92813F-HRTimeline
Watts Gwilliam & Co., LLC83,783$7.3M1.59%+4,05213F-HRTimeline
Cooper Financial Group83,497$7.28M0.96%+2,91613F-HRTimeline
Oak Wealth Advisors LLC83,331$7.26M5.37%+2,87913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC82,448$7.19M3.84%+4,25813F-HR/ATimeline
KPP Advisory Services LLC81,904$7.14M1.36%+20,23013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…80,107$6.98M1.66%+2,01013F-HRTimeline
Global Strategic Investment Solutions, …79,134$6.9M0.8%+24,11813F-HRTimeline
Aveo Capital Partners, LLC79,835$6.75M1.12%-2,18813F-HRTimeline
Trilogy Capital Inc.77,265$6.74M0.35%+5,13713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC76,993$6.71M4.53%+18,64613F-HRTimeline
Navalign, LLC76,676$6.68M1.91%+2,87413F-HRTimeline
Herold Advisors, Inc.75,690$6.6M1.45%+2,14513F-HRTimeline
Collaborative Wealth Managment Inc.75,169$6.55M3.06%+1,98413F-HRTimeline
IAM Advisory, LLC74,704$6.51M1.69%-1,49613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.74,441$6.49M1.9%+25,67113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…73,960$6.45M0.16%+11,29313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,919$6.44M0.01%+10,35413F-HRTimelineGroup
Lutz Financial Services LLC73,835$6.44M0.53%-1,86813F-HRTimeline
Burk Holdings LLC73,615$6.42M4.84%+5,89913F-HRTimeline
Wedmont Private Capital80,941$6.39M0.33%-4,05113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC73,263$6.39M3.18%+71113F-HRTimeline
Yardley Wealth Management LLC72,898$6.36M3.74%-13,72113F-HRTimeline
Parkshore Wealth Management, Inc.72,664$6.33M3.68%+7,34913F-HRTimeline
HMV Wealth Advisors, LLC72,645$6.33M5.02%+17,36013F-HRTimeline
Perigon Wealth Management, LLC72,256$6.3M0.16%+4,95413F-HRTimeline
Waterfront Wealth Inc.70,987$6.19M1.51%+19,92413F-HRTimeline
Arcadia Wealth Management, Inc.70,516$6.15M4.79%+7,34913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS70,484$6.14M2.49%+5,18013F-HRTimeline
BSW Wealth Partners70,049$6.11M0.93%-32013F-HRTimeline
Integrity Wealth Solutions LLC70,019$6.1M3.31%+1,50713F-HRTimeline
&PARTNERS69,101$6.03M0.06%-33,58013F-HRTimeline
PCG Wealth Advisors, LLC69,216$6.03M2.11%-2,96213F-HRTimeline
EARNED WEALTH ADVISORS, LLC69,196$6.03M1.32%+3,08513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA69,022$6.02M0.02%+1,16313F-HRTimelineGroup
NCM Capital Management, LLC68,942$6.01M2.7%+1,69513F-HRTimeline
Provident Wealth Management, LLC67,672$5.9M2.03%+60,99213F-HRTimeline
Blue Investment Partners LLC66,882$5.83M2.19%-38413F-HRTimeline
Lifestyle Asset Management, Inc.66,520$5.8M3.19%-66,10513F-HRTimeline
Midwest Heritage Bank, FSB66,234$5.77M2.38%+7,54013F-HRTimeline
Gateway Wealth Partners, LLC66,123$5.76M1.3%+7,16713F-HRTimeline
Intergy Private Wealth, LLC66,117$5.76M2.19%+1,52413F-HRTimeline
FOSTER & MOTLEY INC65,251$5.69M0.36%+9,11213F-HRTimeline
Tortoise Investment Management, LLC64,845$5.65M0.59%-4,87913F-HR/ATimeline
Higgins & Schmidt Wealth Strategies LLC64,515$5.62M3.32%+6,86713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.64,386$5.61M1.1%+1,50013F-HRTimeline
Widmann Financial Services, Inc.64,095$5.59M4.34%+2,21313F-HRTimeline
MONECO ADVISORS, LLC63,298$5.52M0.57%+31,69413F-HR/ATimeline
Beacon Pointe Advisors, LLC62,820$5.48M0.06%+21,96313F-HRTimeline
Slagle Financial, LLC62,489$5.45M2.42%+13,38113F-HRTimeline
Visionary Horizons, LLC61,838$5.39M3.8%-16,48313F-HRTimeline
Mutual Advisors, LLC64,774$5.36M0.15%+1,83013F-HRTimeline
Dogwood Wealth Management LLC61,257$5.34M2.81%+4,02213F-HRTimeline
White Pine Investment CO61,169$5.33M1.44%+1,65713F-HRTimeline
Steward Partners Investment Advisory, L…60,819$5.3M0.05%+3,52613F-HRTimeline
CVA Family Office, LLC60,738$5.29M0.81%+8,08713F-HRTimeline
Capstone Wealth Management, LLC60,735$5.29M5.27%+2,20813F-HRTimeline
Relyea Zuckerberg Hanson LLC59,942$5.23M0.7%+1,27713F-HRTimeline
Del-Sette Capital Management, LLC59,919$5.22M4.1%-9,99713F-HRTimeline
Golden Bell Financial Planning LLC59,785$5.21M5.06%+3,24713F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,516$5.1M0.16%+2,31213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC58,355$5.09M3.6%-5,97813F-HRTimeline
ERn Financial, LLC57,821$5.04M0.8%+1,07113F-HRTimeline
SMITH, MOORE & CO.57,429$5.01M0.46%-18,43413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC57,404$5M0.09%+12,88213F-HRTimeline
Community Bank, N.A.57,355$5M0.67%+28,19213F-HRTimeline
ProVise Management Group, LLC56,643$4.94M0.42%+4,34113F-HRTimeline
Freestate Advisors LLC56,004$4.88M4.84%+37,39013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC60,559$4.87M0.65%+40,08213F-HRTimeline
Prosperity Planning, Inc.55,698$4.86M1.52%+7,81613F-HRTimeline
Passive Capital Management, LLC.55,180$4.81M1.52%-11413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…54,724$4.77M0.2%+1,84613F-HRTimelineGroup
Team Financial Group, LLC54,692$4.77M2.75%+15,17313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC54,408$4.74M1.86%+1,24813F-HRTimeline
Beta Wealth Group, Inc.53,168$4.63M1.66%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC53,020$4.62M<0.01%+9,08413F-HRTimelineGroup
CoreFirst Bank & Trust53,006$4.62M2.97%+1,85613F-HRTimeline
Stone Summit Wealth LLC52,594$4.58M1.55%-1,67713F-HRTimeline
Wealthfront Advisers LLC52,355$4.56M0.01%+5,41313F-HRTimeline
ENZI WEALTH54,477$4.52M1.83%+3,97713F-HRTimeline
Running Point Capital Advisors, LLC51,685$4.51M1.43%-2,33513F-HRTimeline
Visionary Wealth Advisors51,671$4.5M0.27%-7,66913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC51,564$4.49M0.47%-476,26813F-HRTimeline
Sterneck Capital Management, LLC51,455$4.49M2.42%+52613F-HRTimeline
SC&H Financial Advisors, Inc.51,228$4.47M0.88%-86313F-HRTimeline
LexAurum Advisors, LLC50,990$4.44M0.85%-1,81413F-HRTimeline
Liberty Capital Management, Inc.50,153$4.37M0.97%+1,32113F-HRTimeline
Diversified Portfolios, Inc.49,817$4.34M0.46%+1,92413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC49,551$4.32M0.44%-1,49813F-HRTimeline
WorthPointe, LLC49,264$4.29M1.96%+66313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC48,720$4.25M0.58%+22,91413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,649$4.24M0.06%-5,98513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,271$4.21M0.01%+2,87613F-HRTimelineGroup
Flywheel Private Wealth LLC48,221$4.2M3.83%+6,32313F-HRTimeline
Lindenwold Advisors, INC48,212$4.2M2.34%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC48,131$4.2M0.49%+1,52613F-HRTimeline
Larson Financial Group LLC47,760$4.16M0.2%+9,50313F-HRTimeline
Cascade Financial Partners, LLC47,575$4.15M0.52%+16,62513F-HRTimeline
Parkworth Wealth Management, Inc.47,362$4.13M3.3%+16113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.46,963$4.09M1.05%+68313F-HRTimeline
Seed Wealth Management, Inc.46,765$4.08M3.32%+2,26013F-HRTimeline
Tillman Hartley LLC46,533$4.06M1.18%+5,64113F-HRTimeline
Quadcap Wealth Management, LLC46,270$4.03M0.59%+5,58913F-HRTimeline
IFP Advisors, Inc45,981$4.01M0.12%-1,85813F-HRTimeline
Orion Capital Management LLC45,949$4.01M1.69%-12513F-HRTimeline
Elios Financial Group Inc.45,761$3.99M1.97%+57213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC45,495$3.97M0.15%+31,46913F-HRTimelineGroup
Heron Bay Capital Management45,397$3.96M0.83%+15,22813F-HRTimeline
Equita Financial Network, Inc.44,791$3.9M1.36%+29713F-HRTimeline
Emprise Bank44,636$3.89M2.08%+19,85113F-HRTimeline
BlueStem Wealth Partners, LLC44,489$3.88M0.53%-2,76513F-HRTimeline
Westside Investment Management, Inc.43,504$3.79M0.81%+11,98713F-HRTimeline
AlphaCore Capital LLC43,451$3.79M0.32%new13F-HRTimeline
Northland Capital Management LLC43,369$3.78M2.56%+71013F-HRTimeline
Mayfair Advisory Group, LLC43,275$3.77M2.18%+4,46913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC43,193$3.77M3.15%+1,55113F-HRTimeline
Gladstone Institutional Advisory LLC43,100$3.76M0.18%-7,28613F-HRTimeline
Canvas Wealth Advisors, LLC45,237$3.65M0.94%+1,64313F-HRTimeline
Physician Wealth Solutions Inc.41,415$3.61M1.81%+2,14413F-HRTimeline
Sylvest Advisors, LLC40,091$3.49M2.18%+1,33013F-HRTimeline
Zhang Financial LLC39,529$3.45M0.18%+19,04413F-HRTimeline
Telos Capital Management, Inc.39,268$3.42M0.37%+1,57013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,937$3.39M0.05%+4,63013F-HRTimelineGroup
Plum Street Advisors, LLC38,814$3.38M1.63%+6,70013F-HRTimeline
Squire Investment Management Company, L…38,592$3.36M1.4%+16,77513F-HRTimeline
RVW Wealth, LLC38,495$3.36M0.32%-221,42413F-HRTimeline
WESPAC Advisors SoCal, LLC38,057$3.32M0.86%-107,12213F-HRTimeline
ORBA Wealth Advisors, L.L.C.37,458$3.27M1.65%-38413F-HRTimeline
Apella Capital, LLC39,759$3.26M0.11%-26913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC38,705$3.2M0.34%+16,68713F-HRTimeline
Aerodigm Wealth, LLC36,176$3.15M1.76%+18,59713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC36,135$3.15M2.81%+1,86713F-HRTimeline
Cypress Point Wealth Management, LLC35,705$3.11M0.99%-4,04513F-HRTimeline
Integrated Wealth Concepts LLC35,677$3.11M0.04%+21,28813F-HRTimeline
Frontier Asset Management, LLC35,368$3.08M0.89%new13F-HRTimeline
Vawter Financial, Ltd.35,191$3.07M1.72%+11,05913F-HRTimeline
Financial Engines Advisors L.L.C.35,033$3.05M0.01%-11,26213F-HRTimeline
Premier Path Wealth Partners, LLC34,759$3.03M0.47%+11413F-HRTimeline
Cloud Capital Management, LLC34,154$2.98M2.11%13F-HRTimeline
Peirce Capital Management, LLC34,140$2.98M1.47%+7,95113F-HRTimeline
IMA Advisory Services, Inc.34,087$2.97M0.35%-38713F-HRTimeline
IHT Wealth Management, LLC34,033$2.97M0.09%-3,76313F-HRTimeline
Good Life Advisors, LLC33,020$2.88M0.2%+1,57513F-HRTimeline
Atria Wealth Solutions, Inc.32,539$2.84M0.03%-16,71513F-HRTimeline
Pasadena Private Wealth, LLC31,911$2.78M0.54%-1,51513F-HRTimeline
BEACON FINANCIAL GROUP31,453$2.74M0.3%-4,61113F-HRTimeline
CURIO WEALTH, LLC336$2.74M20.01%-27,73413F-HRTimeline
CSS LLC/IL31,100$2.71M0.19%013F-HRTimeline
JDH Wealth Management, LLC30,989$2.7M2.32%+7,94713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC30,550$2.66M1.35%-14613F-HRTimeline
Sigma Planning Corp30,223$2.63M0.08%-1,16113F-HRTimeline
Navigoe, LLC30,151$2.63M2.28%+11,80313F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC30,133$2.63M2.52%new13F-HRTimeline
Pacific Asset Management, LLC30,097$2.62M2.35%+1,77613F-HRTimeline
L.K. Benson & Company, P.C.30,050$2.62M1.81%-39513F-HRTimeline
Aspire Capital Advisors LLC30,038$2.62M0.78%-29,54613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,750$2.59M0.19%+2,21913F-HRTimeline