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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
Continuum Advisory, LLC6,410$559K0.07%-80,64913F-HRTimeline
Intelligent Financial Strategies6,381$556K0.29%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,295$549K0.01%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC6,169$538K0.15%+2,93213F-HRTimeline
Total Clarity Wealth Management, Inc.5,531$534K0.17%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,059$528K0.21%-3113F-HRTimeline
Arista Wealth Management, LLC6,058$528K0.13%-11113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,050$527K0.12%+2,37413F-HRTimeline
RCS Financial Planning, LLC6,038$526K0.28%-713F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,030$526K0.53%+79813F-HRTimeline
Ariadne Wealth Management, LP6,064$525K0.27%new13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC5,975$521K0.48%new13F-HRTimeline
Triune Financial Partners, LLC5,922$516K0.16%+2213F-HRTimeline
Pitti Group Wealth Management, LLC5,838$509K0.52%-32013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,828$508K<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC5,798$505K0.43%-2,05213F-HRTimeline
Kingsview Wealth Management, LLC5,739$500K0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,689$496K<0.01%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC5,515$481K0.47%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC5,497$479K0.39%-62013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,473$477K0.06%+62013F-HRTimeline
Pinnacle Bancorp, Inc.5,368$468K0.15%+40713F-HRTimeline
IEQ CAPITAL, LLC5,348$466K<0.01%-1,65813F-HRTimeline
Oceanside Advisors LLC5,332$465K0.34%+11613F-HRTimeline
Fortune Financial Advisors, LLC5,328$464K0.4%new13F-HRTimeline
Tyler-Stone Wealth Management5,312$463K0.08%+24713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,196$453K0.2%new13F-HRTimeline
Autumn Glory Partners, LLC5,046$440K0.22%new13F-HRTimeline
FMR LLCin group FMR LLC5,040$439K<0.01%-1,73713F-HRTimelineGroup
Foundations Investment Advisors, LLC5,035$439K0.01%+1,89613F-HRTimeline
Aptus Capital Advisors, LLC5,014$437K<0.01%+2,81913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,000$436K0.01%013F-HRTimeline
Atlas Wealth LLC4,934$430K0.17%013F-HRTimeline
Delta Financial Group, Inc.4,730$426K0.1%+72513F-HRTimeline
AE Wealth Management LLC4,870$425K<0.01%+1,93013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV4,870$425K0.24%+4013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,843$422K0.01%+1813F-HRTimeline
Baker Ellis Asset Management LLC4,780$417K0.06%+45013F-HRTimeline
Signature Resources Capital Management,…4,697$409K0.35%+4,00913F-HRTimeline
Archer Investment Management, LLC4,587$400K0.28%-9,77413F-HRTimeline
GC Wealth Management RIA, LLC4,517$394K0.07%013F-HRTimeline
Brickley Wealth Management4,381$382K0.08%+1013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC4,409$381K0.26%+73313F-HRTimeline
Landing Point Financial Group, LLC4,374$381K0.29%+1,64513F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,368$381K0.01%-1313F-HRTimeline
Parkwoods Wealth Partners, LLC4,349$379K0.26%new13F-HRTimeline
PRIVATE TRUST CO NA4,329$377K0.04%-95913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,270$372K0.02%new13F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC4,224$368K0.03%new13F-HRTimeline
SIGNATUREFD, LLC4,196$366K0.01%-68413F-HRTimeline
Avidian Wealth Enterprises, LLC4,189$365K0.02%-35213F-HRTimeline
Redwood Park Advisors LLC4,122$359K0.3%-21813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,090$357K0.06%013F-HRTimelineGroup
Keel Point, LLC4,057$354K0.03%new13F-HRTimeline
Financial Symmetry Inc4,043$352K0.22%+94313F-HRTimeline
Keystone Financial Group4,011$350K0.04%-91013F-HRTimeline
Parkside Financial Bank & Trust3,959$345K0.04%-87013F-HRTimeline
Facet Wealth, Inc.4,038$343K0.01%-1,38113F-HRTimeline
Fortitude Family Office, LLC3,877$338K0.12%+3,77713F-HRTimeline
CORA CAPITAL ADVISORS LLC3,847$335K0.16%-1513F-HRTimeline
Blue Trust, Inc.3,845$335K<0.01%-33313F-HRTimeline
SeaBridge Investment Advisors LLC3,822$333K0.07%013F-HRTimeline
BCR Wealth Strategies, LLC3,791$330K0.14%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,781$330K0.06%+1413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK3,754$327K<0.01%-32113F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC3,734$326K0.16%-39,91613F-HRTimeline
Parallel Advisors, LLC3,686$321K0.01%-4,84813F-HRTimeline
Clearstead Trust, LLC3,677$321K0.07%013F-HRTimeline
Asset Allocation Strategies LLC3,646$318K0.08%+5113F-HRTimeline
Next Level Private LLC3,640$317K0.12%+1213F-HRTimeline
Decker Retirement Planning Inc.3,640$317K0.2%+26713F-HRTimeline
KM Capital Management Ltd.3,616$315K0.17%new13F-HRTimeline
Centennial Wealth Advisory LLC3,610$315K0.11%new13F-HRTimeline
Glassman Wealth Services3,600$314K0.05%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC3,553$310K0.11%-1,18713F-HRTimeline
BRIGHTON JONES LLC3,511$306K0.01%+67713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,500$305K0.04%-1,14313F-HRTimeline
Opal Wealth Advisors, LLC3,472$303K0.09%-93,43713F-HRTimeline
MIdWestOne Financial Group, Inc.3,461$302K0.04%013F-HRTimeline
Cambridge Financial Group, LLC3,452$301K0.13%+25913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,430$299K<0.01%-1,48313F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC3,358$293K0.1%013F-HRTimeline
Stewardship Advisors, LLC3,347$292K0.08%-3,20813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,321$289K0.16%+26313F-HRTimeline
Selective Wealth Management, Inc.3,650$288K0.13%-3,38613F-HRTimeline
Balboa Wealth Partners3,305$288K0.07%-56513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,279$286K<0.01%+2,02213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,253$284K<0.01%-1,46013F-HRTimeline
Trellis Wealth Advisors LLC3,242$283K0.14%+17813F-HRTimeline
Aegis Wealth Management LLC3,226$281K0.17%013F-HRTimeline
Sculati Wealth Management, LLC3,201$279K0.11%new13F-HRTimeline
Wealthspire Retirement, LLC3,186$278K0.02%+77913F-HRTimeline
Orgel Wealth Management, LLC3,132$273K0.01%-81013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,090$269K0.18%-3,03613F-HRTimeline
Baldwin Investment Management, LLC3,084$269K0.03%-88213F-HRTimeline
Anchor Investment Management, LLC3,045$265K0.02%013F-HRTimeline
Compound Planning, Inc.2,957$258K0.01%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,951$257K0.02%013F-HRTimelineGroup
Prosperitas Financial LLC2,942$256K0.13%-4813F-HRTimeline
Acorn Wealth Advisors, LLC2,915$254K0.11%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,903$253K0.01%new13F-HRTimelineGroup
Gibraltar Capital Management, Inc.2,903$253K0.05%+4313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,326$250K<0.01%+1,62513F-HRTimelineGroup
W.H. Cornerstone Investments Inc.2,863$250K0.17%-12,24313F-HRTimeline
GEN Financial Management, INC.2,830$247K0.17%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,829$247K0.06%-36913F-HRTimeline
Berger Financial Group, Inc2,821$246K0.02%-25513F-HRTimeline
Cornerstone Capital, Inc.2,804$244K0.03%-1,84713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,801$244K<0.01%-81413F-HRTimelineGroup
Cannon Wealth Management Services, LLC2,842$240K0.21%-28513F-HRTimeline
Nemes Rush Group LLC2,675$233K0.03%+71413F-HRTimeline
ASPIRIANT, LLC2,613$228K0.01%new13F-HRTimeline
Grant/GrossMendelsohn, LLC2,740$228K0.13%-1,25213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,500$218K<0.01%new13F-HR/ATimelineGroup
Aspen Investment Management Inc2,479$216K0.1%new13F-HRTimeline
Base Wealth Management LLC2,449$213K0.16%13F-HRTimeline
Ruedi Wealth Management, Inc.2,439$213K0.07%-58713F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,434$212K0.05%-19113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,411$210K<0.01%-6513F-HRTimelineGroup
Hutchens & Kramer Investment Management…2,363$206K0.11%+7013F-HRTimeline
Investment Research & Advisory Group, I…2,333$203K0.08%+81213F-HRTimeline
Empirical Finance, LLC2,328$203K0.01%013F-HRTimeline
Acropolis Investment Management, LLC2,170$189K0.01%013F-HRTimeline
First PREMIER Bank2,111$184K0.05%+2813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,849$178K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,828$159K0.02%+413F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,768$154K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,734$151K<0.01%+21113F-HRTimelineGroup
Smallwood Wealth Investment Management,…1,390$121K0.08%new13F-HRTimeline
First Horizon Advisors, Inc.1,272$111K<0.01%-52813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,209$105K<0.01%-1213F-HRTimelineGroup
Heck Capital Advisors, LLC1,166$102K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,100$95.9K0.09%013F-HRTimeline
Private Wealth Asset Management, LLC1,060$92.4K0.01%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC941$82K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.872$76K<0.01%013F-HRTimeline
Robinswood Financial LLC743$64.8K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.741$64.6K0.03%-20613F-HRTimeline
Smartleaf Asset Management LLC730$63.6K0.01%013F-HRTimeline
Synergy Investment Management, LLC729$63.5K0.03%+24013F-HRTimeline
JFS WEALTH ADVISORS, LLC685$59.7K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.653$56.9K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.609$53.1K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC596$52K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB590$51.4K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC583$50.8K0.06%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC569$49.6K<0.01%-84613F-HRTimelineGroup
TruNorth Capital Management, LLC537$46.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT468$40.8K<0.01%+24313F-HRTimeline
Clark Wealth Partners459$40K0.03%+3513F-HRTimeline
CENTRAL TRUST Co437$38.1K<0.01%+17413F-HRTimeline
QUADRANT CAPITAL GROUP LLC432$37.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC405$35.3K<0.01%+20513F-HRTimeline
Plante Moran Financial Advisors, LLC402$35K<0.01%-3813F-HRTimeline
Global Trust Asset Management, LLC400$34.9K0.02%-3,75013F-HRTimeline
North Ridge Wealth Advisors, Inc.400$34.9K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management359$31.3K<0.01%+5913F-HRTimelineGroup
Golden State Wealth Management, LLC355$30.9K<0.01%new13F-HR/ATimeline
Aventura Private Wealth, LLC345$30.1K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.324$28K<0.01%new13F-HRTimeline
CNB Bank303$26.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC301$26.2K0.01%+113F-HRTimeline
Nova Wealth Management, Inc.299$26.1K0.02%-913F-HR/ATimeline
SJS Investment Consulting Inc.298$26K<0.01%013F-HRTimeline
Addison Advisors LLC281$24.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC275$23.9K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.261$22.8K0.01%-2513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.247$21.5K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…245$21.4K0.02%-38613F-HRTimeline
Morling Financial Advisors, LLC235$20.5K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.206$19K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.210$18.3K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.199$17.3K<0.01%-62513F-HRTimeline
GeoWealth Management, LLC197$17.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC196$17.1K<0.01%013F-HRTimeline
JDM Financial Group LLC173$15.1K0.01%-19613F-HRTimeline
Abound Wealth Management141$12.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.130$11.4K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC127$11.1K<0.01%013F-HRTimeline
POM Investment Strategies, LLC119$10.4K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC113$9.85K<0.01%-59213F-HRTimeline
AdvisorNet Financial, Inc107$9.33K<0.01%+9713F-HRTimeline
GAMMA Investing LLC105$9.15K<0.01%013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC101$8.8K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS99$8.63K<0.01%013F-HRTimeline
Lindbrook Capital, LLC97$8.43K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP91$7.93K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…91$7.93K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…71$6.19K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…68$5.98K<0.01%013F-HRTimeline
Operose Advisors LLC64$5.58K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.63$5.49K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.63$5.49K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…44$3.87K<0.01%+4313F-HRTimelineGroup
Kiker Wealth Management, LLC40$3.49K<0.01%new13F-HRTimeline
Pineridge Advisors LLC24$2.12K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC21$1.83K<0.01%013F-HRTimeline
LGT Financial Advisors LLC16$1.41K<0.01%013F-HRTimeline
Hurley Capital, LLC16$1.4K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC15$1.31K<0.01%013F-HRTimeline