Skip to content
Disclosery

AVUV AMERICAN CENTY ETF TR

Follow

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
CARDIFF PARK ADVISORS, LLC29,861$2.88M0.27%-2,24513F-HRTimeline
DBK Financial Counsel, LLC29,322$2.83M2.85%+213F-HRTimeline
Community Bank, N.A.29,163$2.82M0.36%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,120$2.81M0.07%+76613F-HRTimeline
Safe Harbor Fiduciary, LLC28,950$2.79M2.85%-7813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,926$2.79M0.03%+2,18313F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…28,865$2.79M0.13%-413F-HRTimeline
Cherry Tree Wealth Management, LLC28,758$2.78M0.69%+14013F-HRTimeline
Pacific Asset Management, LLC28,321$2.73M2.57%13F-HRTimeline
Heritage Wealth Management, Inc.28,087$2.71M0.9%+14113F-HRTimeline
CURIO WEALTH, LLC28,070$2.71M1.46%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC27,531$2.66M0.19%+72413F-HRTimeline
Holcombe Financial, Inc.27,519$2.66M2.19%13F-HRTimeline
Tranquility Partners, LLC27,476$2.65M1%+17713F-HRTimeline
BigSur Wealth Management LLC26,587$2.57M0.73%+7,57413F-HRTimeline
Independence Bank of Kentucky26,538$2.56M0.39%-57113F-HRTimeline
MN Wealth Advisors, LLC26,513$2.56M1.44%+2,66713F-HRTimeline
LAM GROUP, INC.26,410$2.55M1.82%+1,91013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,223$2.53M0.21%-5,13113F-HR/ATimeline
Peirce Capital Management, LLC26,189$2.53M1.3%-3,18813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC25,806$2.49M0.34%+20,30913F-HRTimeline
FMB WEALTH MANAGEMENT25,798$2.49M1.4%013F-HRTimeline
FIDELITY D & D BANCORP INC25,736$2.48M1.65%+2,01313F-HR/ATimeline
Priebe Wealth Holdings LLC25,617$2.47M1.68%+18,64013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,322$2.44M0.01%+97113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC25,309$2.44M4.26%13F-HRTimeline
Cornerstone Management, Inc.25,191$2.43M0.47%-2,99913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC25,103$2.42M0.45%+1,76213F-HRTimeline
Dynamic Advisor Solutions LLC25,100$2.42M0.1%+45313F-HRTimeline
Level Financial Advisors24,882$2.4M0.88%-4,09613F-HRTimeline
Emprise Bank24,785$2.39M1.35%-90913F-HRTimeline
Versant Capital Management, Inc24,741$2.39M0.51%+513F-HRTimeline
LJI Wealth Management, LLC24,562$2.37M0.47%+3,91813F-HRTimeline
Vawter Financial, Ltd.24,132$2.33M1.4%+3,66113F-HRTimeline
FIRST MANHATTAN CO. LLC.24,096$2.33M0.01%013F-HRTimeline
Meadow Creek Wealth Advisors LLC23,917$2.31M1.66%+1,47813F-HRTimeline
SOL Capital Management CO23,321$2.25M0.25%-10013F-HRTimeline
RDA Financial Network23,116$2.23M0.65%+61813F-HRTimeline
JDH Wealth Management, LLC23,042$2.22M1.95%13F-HRTimeline
Austin Wealth Management, LLC22,227$2.21M0.46%+1,71513F-HRTimeline
EnRich Financial Partners LLC22,579$2.18M0.73%+6,49413F-HRTimeline
Faithward Advisors, LLC22,553$2.18M0.37%+3,02813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC22,301$2.15M0.11%-12213F-HRTimeline
Centerpoint Advisory Group22,239$2.15M2.08%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,018$2.13M0.21%+8,65813F-HRTimeline
Squire Investment Management Company, L…21,817$2.11M0.93%-913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,778$2.1M0.06%-1,02113F-HRTimelineGroup
MGO ONE SEVEN LLC21,036$2.03M0.08%+20113F-HRTimeline
JNBA Financial Advisors20,672$2M0.2%-1,07613F-HRTimeline
Zhang Financial LLC20,485$1.98M0.11%+5,51213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,477$1.98M0.25%+2013F-HRTimeline
Mattern Wealth Management LLC20,471$1.98M0.44%-2,84313F-HRTimeline
Annex Advisory Services, LLC20,403$1.97M0.06%-2,10513F-HRTimeline
New Millennium Group LLC20,067$1.94M1.13%+1,96513F-HRTimeline
Sequent Asset Management, LLC20,050$1.94M0.95%+16113F-HRTimeline
Clearstead Advisors, LLC19,866$1.92M0.03%+1,38413F-HRTimeline
Ausdal Financial Partners, Inc.19,802$1.91M0.17%+37813F-HRTimeline
Haven Private, LLC19,757$1.91M1.07%13F-HRTimeline
XY Planning Network, Inc.19,600$1.89M1.42%13F-HRTimeline
HARBOUR INVESTMENTS, INC.19,486$1.88M0.05%+2813F-HRTimeline
Etesian Wealth Advisors, Inc.19,466$1.88M0.83%+30913F-HRTimeline
Cornerstone Advisory, LLC19,053$1.86M0.21%+4,98613F-HRTimeline
KWB Wealth19,231$1.85M0.23%-6213F-HRTimeline
Atala Financial Inc18,950$1.83M1.28%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/18,822$1.82M1.55%+6,59513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,683$1.8M0.1%+4,40413F-HRTimelineGroup
Freestate Advisors LLC18,614$1.8M1.86%+3,98113F-HRTimeline
Navigoe, LLC18,348$1.77M1.73%13F-HRTimeline
Joseph P. Lucia & Associates, LLC18,177$1.75M0.78%+3213F-HRTimeline
Fortis Capital Management LLC17,787$1.72M0.32%+7113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,728$1.71M0.14%+85113F-HRTimeline
Almanack Investment Partners, LLC.17,665$1.71M0.26%+113F-HRTimeline
Milestone Asset Management Group, LLC17,611$1.7M1.52%13F-HRTimeline
Aerodigm Wealth, LLC17,579$1.7M1.01%-75913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,550$1.69M<0.01%+1,36713F-HRTimelineGroup
Ridgeline Wealth Planning, LLC17,388$1.68M1.61%13F-HRTimeline
Capital Wealth Alliance, LLC17,382$1.68M0.95%+4,44913F-HRTimeline
CRA Financial Services, LLC17,363$1.68M0.29%+58013F-HRTimeline
Paragon Capital Management Ltd17,329$1.67M0.33%+4,24413F-HRTimeline
Summit X, LLC16,755$1.62M0.36%+2,17713F-HRTimeline
EWG Elevate Inc.16,730$1.61M0.49%+96813F-HRTimeline
Insight Wealth Partners, LLC16,692$1.61M1.02%-3613F-HRTimeline
Total Wealth Planning, LLC16,405$1.58M0.25%-45613F-HRTimeline
Greenspring Advisors, LLC16,391$1.58M0.35%+4,92313F-HRTimeline
Sachetta, LLC16,168$1.56M0.62%+66013F-HRTimeline
TAP Consulting, LLC15,990$1.54M0.32%new13F-HRTimeline
Rockwood Wealth Management, LLC16,007$1.54M0.17%013F-HRTimeline
Factor Wealth Management LTD15,831$1.53M0.51%13F-HRTimeline
Peak Planning Group, LLC15,357$1.48M0.62%+49613F-HRTimeline
Leading Edge Financial Planning LLC15,193$1.47M0.48%+1,11013F-HRTimeline
W.H. Cornerstone Investments Inc.15,106$1.46M0.97%+1,10013F-HRTimeline
GEM Asset Management, LLC14,891$1.44M0.8%+5,09313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,873$1.44M<0.01%+9,89213F-HRTimelineGroup
Proactive Wealth Strategies LLC14,707$1.42M0.74%+1,27713F-HRTimeline
CAP Partners, LLC14,580$1.41M0.99%+95813F-HRTimeline
Stegent Equity Advisors, Inc.14,460$1.4M1.42%+2,73913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,433$1.39M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC14,389$1.39M0.02%+6,48013F-HRTimeline
Archer Investment Management, LLC14,361$1.39M0.85%13F-HRTimeline
Evanson Asset Management, LLC14,093$1.36M0.09%+4,30613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,073$1.36M0.17%+16913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,026$1.35M0.05%+11,81013F-HRTimelineGroup
Asset Dedication, LLC13,968$1.35M0.11%-5,31613F-HRTimeline
Arbor Wealth Advisors LLC13,903$1.34M1.2%+3,42513F-HRTimeline
Friday Financial13,654$1.32M0.91%13F-HRTimeline
DKM Wealth Management, Inc.13,543$1.31M1.24%13F-HRTimeline
Savvy Advisors, Inc.13,498$1.3M0.16%-1,03713F-HRTimeline
Black Swift Group, LLC13,490$1.3M0.28%-20,08013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,415$1.3M0.06%-44,25013F-HRTimeline
PFG Investments, LLC13,357$1.29M0.08%+5,14413F-HRTimeline
Trajan Wealth LLC13,316$1.29M0.07%-57613F-HRTimeline
Lauterbach Financial Advisors, LLC13,278$1.28M0.78%-14513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC13,269$1.28M0.56%013F-HRTimeline
Merkkuri Wealth Advisors LLC13,268$1.28M1.01%-6,44913F-HRTimeline
FIRST FINANCIAL CORP /IN/13,011$1.26M0.59%-42113F-HRTimeline
GUIDANCE CAPITAL, INC12,519$1.25M0.38%+2,86713F-HRTimeline
Transcendent Capital Group LLC12,805$1.24M0.64%-51613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,778$1.23M<0.01%+7,79713F-HRTimelineGroup
Able Wealth Management LLC12,706$1.23M0.81%+46613F-HRTimeline
Signal Advisors Wealth, LLC12,671$1.22M0.14%-22213F-HRTimeline
Armbruster Capital Management, Inc.12,668$1.22M0.25%+1,86313F-HRTimeline
Modera Wealth Management, LLC12,492$1.21M0.01%+7,46413F-HRTimeline
Capital Square, LLC12,047$1.2M0.68%+58713F-HRTimeline
Pine Valley Investments Ltd Liability Co12,435$1.2M0.08%+6,05913F-HRTimeline
Meridian Wealth Management, LLC12,340$1.19M0.06%-30413F-HRTimeline
BOKF, NAin group BOKF, NA12,510$1.18M0.02%-10013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.12,250$1.18M1.19%13F-HRTimeline
Valeo Financial Advisors, LLC12,182$1.18M0.03%+85913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP11,842$1.17M0.18%+49713F-HRTimeline
CWA Asset Management Group, LLC12,109$1.17M0.06%+77913F-HRTimeline
Cornerstone Wealth Management, LLC11,895$1.15M0.08%+61313F-HRTimeline
Strategic Advisors LLC11,772$1.14M0.21%+1,77113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,691$1.13M0.02%+4,95613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC11,600$1.12M<0.01%new13F-HRTimeline
Jacobi Capital Management LLC11,583$1.12M0.08%+1,28313F-HRTimeline
HBW ADVISORY SERVICES LLC11,554$1.12M0.11%+1,72313F-HRTimeline
MIDDLETON & CO INC/MA11,515$1.11M0.12%+9,17013F-HRTimeline
Nova R Wealth, Inc.11,378$1.1M0.55%-63713F-HRTimeline
Gradient Capital Advisors, LLC11,241$1.09M0.35%+2113F-HRTimeline
Prospera Capital Management, LLC11,070$1.08M0.79%13F-HR/ATimeline
REDMONT WEALTH ADVISORS LLC10,841$1.05M1.81%+7,53813F-HRTimeline
Bison Wealth, LLC10,660$1.03M0.23%+4,43813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,165$981K0.93%13F-HRTimeline
Kendall Capital Management10,000$965K0.28%new13F-HRTimeline
CGN Advisors LLC9,721$938K0.09%new13F-HRTimeline
COURIER CAPITAL LLC9,706$937K0.06%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…9,534$920K0.32%+7313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,530$920K0.01%+3,27213F-HR/ATimelineGroup
REDW Wealth LLC9,451$912K0.32%-8,79013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,345$902K0.03%-4,75413F-HRTimeline
Integrated Advisors Network LLC9,288$897K0.04%+86913F-HRTimeline
Seaside Wealth Management, Inc.9,269$895K0.33%+93213F-HRTimeline
Claro Advisors Inc.9,168$885K0.12%+15913F-HRTimeline
Arkadios Wealth Advisors9,101$879K0.05%+1213F-HRTimeline
Ironwood Financial, llc9,098$878K0.18%+3,07213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,936$863K0.07%new13F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC8,758$845K0.74%13F-HRTimeline
Argent Trust Co8,698$840K0.03%+1,95813F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,605$831K0.31%+7,22613F-HRTimeline
Parallel Advisors, LLC8,534$824K0.02%-2013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,324$804K<0.01%-68413F-HRTimelineGroup
INNEALTA CAPITAL, LLC8,216$793K0.39%+3,37613F-HRTimeline
Klingman & Associates, LLC8,186$790K0.05%+2613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,125$784K0.23%+13313F-HRTimeline
Caprock Group, LLC8,004$773K0.03%013F-HRTimeline
Magnolia Private Wealth, LLC7,850$758K0.67%13F-HRTimeline
Robertson Stephens Wealth Management, L…7,754$748K0.03%-83313F-HRTimeline
Cardinal Point Capital Management ULC7,651$739K0.12%+4,19013F-HRTimeline
NWF Advisory Services Inc.7,586$732K0.11%-5,76713F-HRTimeline
SYNOVUS FINANCIAL CORP7,402$715K0.01%+1913F-HRTimeline
Kings Path Partners LLC7,395$714K0.3%-41713F-HRTimeline
M Wealth Management, LLC7,130$688K0.63%13F-HRTimeline
Selective Wealth Management, Inc.7,036$685K0.28%+2713F-HRTimeline
TOWNSQUARE CAPITAL LLC7,041$680K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC7,006$676K0.01%-66413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,727$672K0.04%+1,67813F-HRTimeline
DHK Financial Advisors, Inc.6,863$662K0.4%-50113F-HRTimeline
Capital Investment Advisory Services, L…6,860$662K0.06%+47913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,843$661K0.01%+2,56413F-HRTimeline
FMR LLCin group FMR LLC6,777$654K<0.01%+1,80213F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.6,756$652K0.21%+6713F-HRTimeline
Tenon Financial LLC6,737$649K0.42%+1,97213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,724$649K0.18%-2,64113F-HRTimeline
Provident Wealth Management, LLC6,680$645K0.22%-2,59213F-HRTimeline
WEDBUSH SECURITIES INC6,563$634K0.02%+2,02913F-HRTimeline
PBMares Wealth Management LLC6,565$634K0.13%+2,23813F-HRTimeline
Stewardship Advisors, LLC6,555$633K0.18%-1,09913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,503$628K0.02%+8413F-HRTimeline
Intelligent Financial Strategies6,381$616K0.34%+113F-HRTimeline
Lion Street Advisors, LLC6,354$613K0.2%+15213F-HRTimeline
Abacus Planning Group, Inc.6,268$605K0.11%013F-HRTimeline
Consolidated Portfolio Review Corp6,220$600K0.1%+7713F-HRTimeline
Arista Wealth Management, LLC6,169$595K0.14%-1,28313F-HRTimeline
Pitti Group Wealth Management, LLC6,158$594K0.6%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC6,126$591K0.41%+2,69613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,117$590K0.49%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,090$588K0.22%+1713F-HRTimeline
Clark Asset Management, LLC6,090$588K0.11%+1,53113F-HRTimeline
RCS Financial Planning, LLC6,045$584K0.31%+1,77313F-HRTimeline
CoreCap Advisors, LLC5,956$575K0.03%+5,25913F-HRTimeline