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Disclosery

AVUV AMERICAN CENTY ETF TR

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SHS (fund)

855 managers (864 13F filers) reported a position in AVUV shares at 2025-06-30, 122,058,458 shares in all. 88 filers opened a position and 47 filers sold out during the quarter.

Managers
855
13F filers
864
New
88
Added
453
Reduced
252
Sold out
47
Shares held by filers
122,058,458

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Wealth Management Group, LLC105,308$9.59M3.19%+6313F-HRTimeline
Farther Finance Advisors, LLC105,303$9.59M0.19%+12,68713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding99,954$9.54M+9,044Timeline
SAX WEALTH ADVISORS, LLC104,621$9.53M0.58%+3,09113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,959$9.47M0.2%+71513F-HRTimelineGroup
Convergence Financial, LLC101,655$9.26M1.59%+6,24113F-HRTimeline
Financial Futures Ltd Liability Co.101,368$9.23M4.95%+4,24713F-HRTimeline
EP Wealth Advisors, LLC100,748$9.18M0.06%-3,03213F-HRTimeline
Three Cord True Wealth Management, LLC100,424$9.15M6.83%+6,26613F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC100,171$9.13M0.01%+47,15113F-HRTimelineGroup
Alliance Wealth Advisors, LLC99,718$9.08M4.95%+5,44013F-HRTimeline
Clarus Group, Inc.99,705$9.08M3.34%-25,76913F-HRTimeline
Beta Wealth Group, Inc.99,558$9.07M3.32%+46,39013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC99,022$9.02M2.87%+7,43713F-HRTimeline
Integrated Capital Management, LLC96,105$9M4.32%+6,85913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.97,455$8.88M2.29%+23,01413F-HRTimeline
Caliber Wealth Management, LLC / KS96,848$8.82M0.95%+10,76813F-HRTimeline
Iron Horse Wealth Management, LLC96,584$8.8M2.6%+6,82913F-HRTimeline
Zhang Financial LLC96,446$8.79M0.41%+56,91713F-HRTimeline
Orion Porfolio Solutions, LLC96,058$8.75M0.07%-10,08013F-HR/ATimeline
Austin Asset Management Co Inc95,629$8.71M1.7%-10,09413F-HRTimeline
Venture Visionary Partners LLC95,385$8.69M0.33%-56613F-HRTimeline
CENTAURUS FINANCIAL, INC.95,198$8.67M0.51%+3,93613F-HRTimeline
Towneley Capital Management, Inc / DE95,184$8.67M1.99%-85,18313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC94,342$8.59M0.28%+8,26213F-HRTimeline
USAdvisors Wealth Management, LLC93,609$8.53M3.17%+9,68613F-HRTimeline
Lutz Financial Services LLC92,888$8.46M0.66%+19,05313F-HRTimeline
Watts Gwilliam & Co., LLC82,690$8.44M1.39%-1,09313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC91,622$8.35M3.34%+2,47413F-HRTimeline
True Wealth Design, LLC91,559$8.34M2.94%-1,06313F-HRTimeline
Klaas Financial Asset Advisors, LLC91,468$8.33M1.32%+2,94013F-HRTimeline
Atlanta Consulting Group Advisors, LLC90,707$8.26M2.26%+59013F-HRTimeline
Carr Financial Group Corp90,264$8.22M2.43%-9,57113F-HRTimeline
Burk Holdings LLC88,118$8.03M5.03%+14,50313F-HRTimeline
BSW Wealth Partners87,604$7.98M1.09%+17,55513F-HRTimeline
Waterfront Wealth Inc.87,356$7.96M1.78%+16,36913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…87,300$7.95M1.81%+7,19313F-HRTimeline
MJP ASSOCIATES INC /ADV87,216$7.95M1.18%-77,62513F-HRTimeline
WealthCollab, LLC87,214$7.95M4.46%-28,40613F-HRTimeline
Capital Planning Advisors, LLC87,018$7.93M1.16%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC86,215$7.85M0.77%-78,62613F-HRTimelineGroup
KPP Advisory Services LLC84,918$7.74M1.28%+3,01413F-HR/ATimeline
Brady Martz Wealth Solutions, LLC84,662$7.71M1.49%-25,95513F-HRTimeline
Trace Wealth Advisors, LLC83,075$7.57M6.18%-4,22513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC82,857$7.55M0.29%-9,93713F-HRTimeline
Gateway Wealth Partners, LLC82,426$7.51M1.42%+16,30313F-HRTimeline
MONECO ADVISORS, LLC82,111$7.48M0.7%+18,81313F-HRTimeline
Global Strategic Investment Solutions, …82,082$7.48M0.8%+2,94813F-HRTimeline
Oak Wealth Advisors LLC81,905$7.46M4.79%-1,42613F-HRTimeline
Collaborative Wealth Managment Inc.81,890$7.46M3.25%+6,72113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC81,268$7.4M0.25%+35,77313F-HRTimelineGroup
Cooper Financial Group80,693$7.35M0.86%-2,80413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,679$7.35M0.14%+6,71913F-HRTimelineGroup
Wedmont Private Capital77,418$7.34M0.31%-3,52313F-HRTimeline
Navalign, LLC80,358$7.32M2.02%+3,68213F-HRTimeline
Clark Capital Management Group, Inc.79,337$7.23M0.05%new13F-HRTimeline
&PARTNERS79,737$7.17M0.06%+10,63613F-HRTimeline
Herold Advisors, Inc.77,351$7.05M1.48%+1,66113F-HRTimeline
FOSTER & MOTLEY INC77,027$7.02M0.41%+11,77613F-HRTimeline
Parkshore Wealth Management, Inc.76,409$6.96M3.4%+3,74513F-HRTimeline
Running Point Capital Advisors, LLC76,293$6.95M1.92%+24,60813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…75,980$6.92M0.36%-17,36913F-HRTimelineGroup
IAM Advisory, LLC75,868$6.91M1.66%+1,16413F-HRTimeline
Integrity Wealth Solutions LLC75,412$6.87M3.35%+5,39313F-HRTimeline
Arcadia Wealth Management, Inc.75,077$6.84M4.66%+4,56113F-HRTimeline
Mutual Advisors, LLC71,685$6.82M0.17%+6,91113F-HRTimeline
Yardley Wealth Management LLC74,157$6.76M3.69%+1,25913F-HRTimeline
NCM Capital Management, LLC73,770$6.74M2.77%+4,82813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC70,668$6.69M0.77%+10,10913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC72,267$6.58M4.24%-4,72613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC72,218$6.58M3.01%-1,04513F-HRTimeline
Dogwood Wealth Management LLC69,288$6.56M3.2%+8,03113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS71,646$6.53M2.4%+1,16213F-HRTimeline
Tortoise Investment Management, LLC71,570$6.52M0.62%+6,72513F-HRTimeline
Visionary Horizons, LLC71,171$6.48M4.1%+9,33313F-HRTimeline
Liberty Capital Management, Inc.71,154$6.48M1.31%+21,00113F-HRTimeline
Widmann Financial Services, Inc.71,090$6.48M4.52%+6,99513F-HRTimeline
Steward Partners Investment Advisory, L…70,775$6.45M0.05%+9,95613F-HRTimeline
Dakota Wealth Management70,169$6.39M0.13%-20,96413F-HRTimeline
EARNED WEALTH ADVISORS, LLC69,034$6.29M1.23%-16213F-HRTimeline
Planned Solutions, Inc.68,541$6.24M2.4%-34,47013F-HRTimeline
Intergy Private Wealth, LLC68,467$6.24M2.13%+2,35013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC68,444$6.24M3.45%+3,92913F-HRTimeline
Provident Wealth Management, LLC68,184$6.21M2.03%+51213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC67,908$6.19M0.77%+19,18813F-HRTimeline
Physician Wealth Solutions Inc.67,729$6.17M2.86%+26,31413F-HRTimeline
Greenwich Wealth Management LLC67,600$6.16M0.3%-22,74913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.67,013$6.1M1.12%+2,62713F-HRTimeline
Midwest Heritage Bank, FSB66,516$6.06M2.28%+28213F-HRTimeline
Prosperity Planning, Inc.66,026$6.01M1.74%+10,32813F-HRTimeline
WESPAC Advisors SoCal, LLC65,453$5.96M1.33%+27,39613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA65,231$5.94M0.02%-3,79113F-HRTimelineGroup
Beacon Pointe Advisors, LLC64,686$5.89M0.06%+1,86613F-HRTimeline
Apella Capital, LLC62,874$5.89M0.16%+23,11513F-HRTimeline
Wealthfront Advisers LLC64,346$5.86M0.02%+11,99113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV62,010$5.65M0.41%+44,51513F-HRTimeline
Golden Bell Financial Planning LLC61,693$5.62M5.29%+1,90813F-HRTimeline
Diversified Portfolios, Inc.61,621$5.61M0.54%+11,80413F-HRTimeline
ERn Financial, LLC61,567$5.61M1.18%+3,74613F-HRTimeline
Perigon Wealth Management, LLC61,393$5.59M0.13%-10,86313F-HRTimeline
White Pine Investment CO61,387$5.59M1.4%+21813F-HRTimeline
Bridgewealth Advisory Group, LLC61,122$5.57M1.41%+34,80713F-HRTimeline
Freestate Advisors LLC60,375$5.5M4.91%+4,37113F-HRTimeline
Relyea Zuckerberg Hanson LLC60,239$5.49M0.64%+29713F-HRTimeline
CoreFirst Bank & Trust59,036$5.38M3.04%+6,03013F-HRTimeline
Team Financial Group, LLC58,976$5.37M2.64%+4,28413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,625$5.25M0.01%new13F-HRTimelineGroup
ENZI WEALTH55,132$5.23M1.92%+65513F-HRTimeline
Community Bank, N.A.57,367$5.23M0.69%+1213F-HRTimeline
Passive Capital Management, LLC.55,721$5.18M1.61%+54113F-HRTimeline
Capstone Wealth Management, LLC56,666$5.16M4.52%-4,06913F-HRTimeline
ProVise Management Group, LLC56,586$5.15M0.41%-5713F-HRTimeline
CVA Family Office, LLC56,518$5.15M0.72%-4,22013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…56,298$5.13M0.19%+1,57413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,069$5.11M0.01%+7,79813F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC56,009$5.1M3.63%-2,34613F-HRTimeline
Sterneck Capital Management, LLC55,893$5.09M2.58%+4,43813F-HRTimeline
Lifestyle Asset Management, Inc.55,578$5.06M2.36%-10,94213F-HRTimeline
Frontier Asset Management, LLC55,513$5.06M1.38%+20,14513F-HRTimeline
LexAurum Advisors, LLC54,502$4.97M0.78%+3,51213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC54,112$4.93M1.79%-29613F-HRTimeline
L2 Asset Management, LLC53,169$4.84M0.79%+29,84313F-HRTimeline
WorthPointe, LLC52,191$4.75M2%+2,92713F-HRTimeline
SC&H Financial Advisors, Inc.52,093$4.75M0.81%+86513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC51,352$4.68M0.47%+1,80113F-HRTimeline
Quadcap Wealth Management, LLC51,034$4.65M0.59%+4,76413F-HRTimeline
Northland Capital Management LLC50,916$4.64M2.86%+7,54713F-HRTimeline
Bull Oak Capital, LLC50,580$4.61M2.1%-59,54013F-HRTimeline
BlueStem Wealth Partners, LLC50,034$4.56M0.56%+5,54513F-HRTimeline
Ullmann Wealth Partners Group, LLC50,013$4.56M0.54%+42,84413F-HRTimeline
Parkworth Wealth Management, Inc.49,774$4.53M3.27%+2,41213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC49,669$4.52M3.42%+6,47613F-HRTimeline
Equita Financial Network, Inc.49,275$4.49M1.79%+4,48413F-HRTimeline
Westside Investment Management, Inc.48,764$4.45M0.83%+5,26013F-HRTimeline
Del-Sette Capital Management, LLC48,618$4.43M3.08%-11,30113F-HRTimeline
Larson Financial Group LLC48,467$4.42M0.18%+70713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC48,198$4.39M0.06%-9,20613F-HRTimeline
Lindenwold Advisors, INC47,846$4.36M2.26%-36613F-HRTimeline
Tillman Hartley LLC47,795$4.35M1.23%+1,26213F-HRTimeline
Canvas Wealth Advisors, LLC45,548$4.34M0.86%+31113F-HRTimeline
Navigoe, LLC46,651$4.25M3.21%+16,50013F-HRTimeline
Gladstone Institutional Advisory LLC46,471$4.23M0.17%+3,37113F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,420$4.23M0.12%-12,09613F-HRTimeline
Orion Capital Management LLC46,331$4.22M1.61%+38213F-HRTimeline
Seed Wealth Management, Inc.46,010$4.19M3.12%-75513F-HRTimeline
Elios Financial Group Inc.45,829$4.18M1.89%+6813F-HRTimeline
J.W. COLE ADVISORS, INC.45,766$4.17M0.09%+16,49913F-HRTimeline
Cascade Financial Partners, LLC44,467$4.05M0.49%-3,10813F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC44,432$4.05M3.49%+14,29913F-HRTimeline
Peirce Capital Management, LLC43,830$3.99M1.77%+9,69013F-HRTimeline
New England Private Wealth Advisors LLC42,699$3.99M0.58%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,632$3.97M<0.01%new13F-HR/ATimelineGroup
Stone Summit Wealth LLC43,403$3.95M1.22%-9,19113F-HRTimeline
Telos Capital Management, Inc.42,992$3.92M0.4%+3,72413F-HRTimeline
SkyOak Wealth, LLC42,274$3.85M0.77%-58,17013F-HRTimeline
Sylvest Advisors, LLC41,864$3.81M2.2%+1,77313F-HRTimeline
Integrated Wealth Concepts LLC41,618$3.79M0.04%+5,94113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,575$3.79M0.05%+2,63813F-HRTimelineGroup
Visionary Wealth Advisors41,176$3.75M0.19%-10,49513F-HRTimeline
Lantern Wealth Advisors, LLC41,155$3.75M2.23%13F-HRTimeline
Mayfair Advisory Group, LLC40,228$3.72M1.75%-3,04713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.39,200$3.57M0.8%-7,76313F-HRTimeline
Aprio Wealth Management, LLC38,871$3.54M0.4%-78,94013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC38,195$3.48M1.56%+7,64513F-HRTimeline
Plum Street Advisors, LLC38,023$3.46M1.53%-79113F-HRTimeline
FIDELITY D & D BANCORP INC37,356$3.4M2.09%+8,51113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC37,311$3.4M0.98%+23,02613F-HRTimeline
EnRich Financial Partners LLC37,107$3.38M1.04%+9,23313F-HRTimeline
Flywheel Private Wealth LLC36,714$3.34M2.68%-11,50713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC36,526$3.33M0.08%+6,78913F-HRTimeline
Stegent Equity Advisors, Inc.35,872$3.27M2.89%+15,79713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,715$3.25M0.15%+11,85613F-HRTimelineGroup
Premier Path Wealth Partners, LLC35,611$3.24M0.45%+85213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC34,686$3.21M0.29%-4,01913F-HRTimeline
Independent Advisor Alliance34,643$3.16M0.09%+8,74513F-HRTimeline
IMA Advisory Services, Inc.34,574$3.15M0.34%+48713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,234$3.12M2.25%-1,90113F-HRTimeline
Good Life Advisors, LLC34,027$3.1M0.19%+1,00713F-HRTimeline
Pacific Asset Management, LLC33,968$3.09M2.49%+3,87113F-HRTimeline
Avant Financial Advisors LLC33,949$3.09M2.55%+4,78313F-HRTimeline
rebel Financial LLC33,794$3.08M1.4%13F-HRTimeline
Cloud Capital Management, LLC33,390$3.06M1.91%-76413F-HRTimeline
JDH Wealth Management, LLC33,614$3.06M2.35%+2,62513F-HRTimeline
Emprise Bank33,544$3.06M1.47%-11,09213F-HRTimeline
Austin Wealth Management, LLC32,818$3.03M0.54%+6,13413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP32,871$3M0.04%+26,57613F-HRTimeline
CSS LLC/IL32,860$2.99M0.19%+1,76013F-HRTimeline
Foundry Financial Group, Inc.32,857$2.99M1.7%+5,07613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,647$2.97M0.08%+9,13013F-HRTimelineGroup
DBK Financial Counsel, LLC32,460$2.96M2.67%+3,30613F-HRTimeline
McLean Asset Management Corp31,140$2.95M0.77%+3,88113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC31,347$2.86M0.22%+1,59713F-HRTimeline
Cypress Point Wealth Management, LLC31,279$2.85M0.69%-4,42613F-HRTimeline
CURIO WEALTH, LLC31,036$2.83M1.24%+30,70013F-HRTimeline
Cherry Tree Wealth Management, LLC30,812$2.81M0.65%+1,47913F-HRTimeline
L.K. Benson & Company, P.C.30,577$2.79M1.71%+52713F-HRTimeline
World Investment Advisors30,525$2.78M0.06%+8,96613F-HRTimeline
Level Financial Advisors30,249$2.76M0.86%+4,19213F-HRTimeline
CARDIFF PARK ADVISORS, LLC29,581$2.69M0.23%+5113F-HRTimeline
Aspire Capital Advisors LLC29,308$2.67M0.74%-73013F-HRTimeline