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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
Triune Financial Partners, LLC5,900$570K0.18%+313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,792$559K<0.01%+64413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,700$550K0.03%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,623$543K0.06%+513F-HRTimeline
Kaufman Rossin Wealth, LLC5,614$542K0.56%13F-HRTimeline
Quantinno Capital Management LP5,557$536K0.01%+60013F-HRTimeline
Total Clarity Wealth Management, Inc.5,531$534K0.17%-15,35613F-HRTimeline
Navis Wealth Advisors, LLC5,515$532K0.58%013F-HRTimeline
Facet Wealth, Inc.5,419$527K0.01%-5,17313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,374$519K0.03%+5513F-HRTimeline
Legacy Capital Wealth Partners, LLC5,334$515K0.13%new13F-HRTimeline
PRIVATE TRUST CO NA5,288$510K0.05%-413F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,232$505K0.51%+62513F-HRTimeline
Oceanside Advisors LLC5,216$503K0.38%+71313F-HRTimeline
Index Fund Advisors, Inc.5,099$492K0.03%-22713F-HRTimeline
Tyler-Stone Wealth Management5,065$489K0.09%+25513F-HRTimeline
ENTREWEALTH, LLC5,110$485K0.45%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,000$483K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.4,961$479K0.16%+3,43913F-HRTimeline
Atlas Wealth LLC4,934$476K0.18%013F-HRTimeline
Keystone Financial Group4,921$475K0.05%-4313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,913$472K<0.01%+53213F-HRTimelineGroup
SIGNATUREFD, LLC4,880$471K0.01%+2,86413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,853$468K0.06%+1,56513F-HRTimeline
J.W. COLE ADVISORS, INC.4,836$467K0.02%+1,83913F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV4,830$466K0.25%-28013F-HRTimeline
Parkside Financial Bank & Trust4,829$466K0.06%+1,41313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,825$466K0.01%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC4,740$458K0.17%+20913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,713$455K<0.01%+2,37713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,690$453K<0.01%-61113F-HRTimelineGroup
Kolinsky Wealth Management, LLC4,660$450K0.27%-13,52613F-HRTimeline
Cornerstone Capital, Inc.4,651$449K0.05%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,643$448K0.06%+5113F-HRTimeline
Avidian Wealth Enterprises, LLC4,541$438K0.02%+513F-HRTimeline
GC Wealth Management RIA, LLC4,517$436K0.08%013F-HRTimeline
Rialto Wealth Management, LLC4,398$425K0.14%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,381$423K0.01%-70213F-HRTimeline
Brickley Wealth Management4,371$422K0.09%013F-HRTimeline
Redwood Park Advisors LLC4,340$419K0.36%13F-HRTimeline
Baker Ellis Asset Management LLC4,330$418K0.06%+1,55513F-HRTimeline
Blue Trust, Inc.4,178$403K0.01%+1,63813F-HR/ATimeline
Global Trust Asset Management, LLC4,150$401K0.15%013F-HRTimeline
CW Advisors, LLC4,106$396K0.01%+7013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,090$395K0.06%-4013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK4,075$393K<0.01%+30113F-HRTimelineGroup
Delta Financial Group, Inc.4,005$387K0.09%+1,39413F-HRTimeline
Grant/GrossMendelsohn, LLC3,992$385K0.2%-3013F-HRTimeline
Baldwin Investment Management, LLC3,966$383K0.05%-20213F-HRTimeline
Orgel Wealth Management, LLC3,942$381K0.01%-55013F-HRTimeline
Balboa Wealth Partners3,870$374K0.09%-1,90413F-HRTimeline
CORA CAPITAL ADVISORS LLC3,862$373K0.18%013F-HRTimeline
Valmark Advisers, Inc.3,852$372K0.01%-6513F-HRTimeline
SeaBridge Investment Advisors LLC3,822$369K0.08%new13F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC3,676$365K0.25%+33813F-HRTimeline
BCR Wealth Strategies, LLC3,791$365K0.17%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,767$364K0.06%+1713F-HRTimeline
Clearstead Trust, LLC3,677$355K0.08%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,676$355K0.09%new13F-HRTimeline
Next Level Private LLC3,628$350K0.14%-5713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,615$349K0.01%+1613F-HRTimelineGroup
Glassman Wealth Services3,600$348K0.06%013F-HRTimeline
Asset Allocation Strategies LLC3,595$347K0.08%+1,13313F-HRTimeline
MIdWestOne Financial Group, Inc.3,461$334K0.05%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,400$328K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.3,373$326K0.19%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,358$324K0.11%+55413F-HRTimeline
Safeguard Investment Advisory Group, LLC3,237$312K0.09%new13F-HRTimeline
Aegis Wealth Management LLC3,226$311K0.21%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,198$309K0.08%013F-HRTimeline
Cambridge Financial Group, LLC3,193$308K0.13%-4,95013F-HRTimeline
Foundations Investment Advisors, LLC3,139$303K0.01%-1,53213F-HRTimeline
Cannon Wealth Management Services, LLC3,127$302K0.26%-86713F-HRTimeline
Financial Symmetry Inc3,100$299K0.2%-92613F-HRTimeline
Berger Financial Group, Inc3,076$297K0.02%new13F-HRTimeline
Trellis Wealth Advisors LLC3,064$296K0.15%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,058$295K0.16%+113F-HRTimeline
Anchor Investment Management, LLC3,045$294K0.03%013F-HRTimeline
Ruedi Wealth Management, Inc.3,026$292K0.09%-2013F-HRTimeline
Prosperitas Financial LLC2,990$289K0.15%+23613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,951$285K0.02%-2913F-HRTimelineGroup
AE Wealth Management LLC2,940$284K<0.01%-45013F-HRTimeline
Gibraltar Capital Management, Inc.2,860$276K0.12%+23913F-HRTimeline
BRIGHTON JONES LLC2,834$274K0.01%+16013F-HR/ATimeline
Prospera Financial Services Inc2,741$265K0.01%+56213F-HRTimeline
Landing Point Financial Group, LLC2,729$263K0.2%13F-HRTimeline
Trexquant Investment LP2,658$257K<0.01%+48413F-HRTimeline
Private Advisory Group LLC2,630$254K0.03%new13F-HR/ATimeline
Essex Bankin group Essex Financial Services, Inc.2,625$253K0.06%+29113F-HRTimelineGroup
Geneos Wealth Management Inc.2,564$248K0.01%+64213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,476$239K<0.01%-10,83513F-HRTimelineGroup
Wealthspire Retirement, LLC2,407$232K0.02%013F-HRTimeline
Carson Advisory Inc.2,359$228K0.16%013F-HRTimeline
Empirical Finance, LLC2,328$225K0.01%013F-HRTimeline
Nilsine Partners, LLC2,300$222K0.02%-69613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,299$222K<0.01%new13F-HRTimeline
Hutchens & Kramer Investment Management…2,293$221K0.12%-38413F-HRTimeline
FINANCIAL COUNSELORS INC2,281$220K<0.01%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,251$217K0.19%+1013F-HRTimeline
Altus Wealth Group LLC2,250$217K0.1%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,235$216K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC2,195$212K<0.01%-65713F-HRTimeline
Acropolis Investment Management, LLC2,170$209K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.2,105$202K0.07%013F-HRTimeline
First PREMIER Bank2,083$201K0.05%+22113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,028$196K<0.01%+82813F-HRTimelineGroup
Nemes Rush Group LLC1,961$189K0.02%+1,21613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,849$178K<0.01%-9613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,824$176K0.02%-20413F-HRTimeline
First Horizon Advisors, Inc.1,800$174K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,701$163K<0.01%-26213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,523$147K<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…1,521$147K0.06%013F-HRTimeline
Headlands Technologies LLC1,510$146K0.01%-7013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,415$137K0.01%-83013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,257$121K<0.01%+26713F-HRTimelineGroup
MidAtlantic Capital Management, Inc.1,221$118K0.09%+69013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,221$118K<0.01%+1,13613F-HRTimelineGroup
Heck Capital Advisors, LLC1,166$113K0.01%013F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.1,100$106K0.09%13F-HRTimeline
Cape Investment Advisory, Inc.947$91.4K0.04%-2513F-HRTimeline
TD Waterhouse Canada Inc.872$84.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/866$83.6K0.04%new13F-HRTimelineGroup
MATHER GROUP, LLC.824$79.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…787$76K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO753$72.7K<0.01%+73813F-HRTimeline
Robinswood Financial LLC743$71.7K0.03%013F-HRTimeline
Smartleaf Asset Management LLC730$70.2K0.01%+2913F-HRTimeline
IAG Wealth Partners, LLC705$68.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…688$66.4K0.06%+64013F-HRTimeline
WEST PACES ADVISORS INC.653$63K0.02%013F-HRTimeline
Creekmur Asset Management LLC635$61.3K0.01%-21813F-HRTimeline
Comprehensive Financial Planning, Inc./…631$60.9K0.05%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.609$58.8K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB590$57K<0.01%+5013F-HRTimeline
TruNorth Capital Management, LLC537$51.8K0.01%013F-HRTimeline
Synergy Investment Management, LLC489$47.2K0.02%13F-HRTimeline
Plante Moran Financial Advisors, LLC440$42.5K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC432$41.7K<0.01%013F-HRTimeline
Clark Wealth Partners424$40.9K0.03%13F-HRTimeline
Sandy Spring Bank400$38.6K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.400$38.6K0.03%new13F-HRTimeline
JDM Financial Group LLC369$35.6K0.02%+19613F-HRTimeline
Nova Wealth Management, Inc.308$29.7K0.03%13F-HRTimeline
Paladin Advisory Group, LLC305$29.4K0.02%013F-HRTimeline
CNB Bank303$29.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC300$29K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$29K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.298$28.8K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.286$27.6K0.01%+613F-HRTimeline
Addison Advisors LLC281$27.2K0.01%013F-HRTimeline
Beacon Capital Management, LLC275$26.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co263$25.4K<0.01%-8513F-HRTimeline
Accredited Wealth Management, LLC250$24.1K0.02%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.247$23.8K0.01%013F-HRTimeline
Morling Financial Advisors, LLC235$22.7K0.01%new13F-HRTimeline
TRUST CO OF VERMONT225$21.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.209$20.1K<0.01%+113F-HRTimeline
NewSquare Capital LLC208$20.1K<0.01%new13F-HRTimeline
NorthRock Partners, LLC200$19.3K<0.01%+10013F-HR/ATimeline
GeoWealth Management, LLC197$19K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC196$18.9K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP153$14.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB150$14.5K<0.01%new13F-HRTimeline
Roxbury Financial LLC133$14K0.01%13F-HRTimeline
Abound Wealth Management141$13.6K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC127$12.3K<0.01%new13F-HR/ATimeline
GAMMA Investing LLC105$10.1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC100$9.65K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS99$9.56K<0.01%013F-HRTimeline
Lindbrook Capital, LLC97$9.33K<0.01%+9613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…91$8.78K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC91$8K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC71$6.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…71$6.9K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…68$6.59K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC65$6.27K<0.01%013F-HRTimeline
Operose Advisors LLC64$6.18K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.63$6.08K<0.01%new13F-HRTimeline
Founders Capital Management55$5.31K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC31$2.99K<0.01%-20713F-HRTimeline
Pineridge Advisors LLC24$2.34K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC21$2.03K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LGT Financial Advisors LLC16$1.56K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13$1.25K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC11$1.06K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC15$1K<0.01%13F-HRTimeline
Matrix Trust Co7$1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc10$965<0.01%-5013F-HRTimeline
Medallion Wealth Advisors, LLC10$965<0.01%13F-HRTimeline
New England Capital Financial Advisors …9$888<0.01%+213F-HRTimeline
Capital A Wealth Management, LLC7$676<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.4$393<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$386<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC3$290<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$97<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1$97<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.