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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
MORRIS FINANCIAL CONCEPTS, INC.261$23.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC250$22.8K0.02%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.247$22.5K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…246$22.4K0.02%+113F-HRTimeline
LANARK FINANCIAL, INC.246$22K<0.01%-7813F-HRTimeline
Sunbelt Securities, Inc.209$20.2K<0.01%-113F-HRTimeline
Clarity Asset Management, Inc.214$19.5K0.01%new13F-HRTimeline
Promus Capital, LLC199$18.1K0.01%new13F-HR/ATimeline
GeoWealth Management, LLC197$17.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.195$17.7K0.01%+6513F-HRTimeline
Headlands Technologies LLC177$16.1K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC176$16K<0.01%new13F-HRTimeline
Traub Capital Management LLC175$15.9K0.01%13F-HRTimeline
JDM Financial Group LLC173$15.8K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC168$15.3K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…168$15.3K0.01%+9713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC146$13.9K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP153$13.3K0.01%13F-HRTimeline
Abound Wealth Management141$12.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA131$11.9K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC127$11.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc107$9.75K<0.01%013F-HRTimeline
Glenmede Investment Management, LP106$9.66K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.105$9.57K0.01%new13F-HRTimeline
GAMMA Investing LLC105$9.57K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC101$9.2K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS99$9.02K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…91$8.29K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC90$8.2K0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…68$6.28K<0.01%013F-HRTimeline
Operose Advisors LLC64$5.83K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.63$5.74K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.63$5.74K<0.01%013F-HRTimeline
Pacifica Partners Inc.42$3.83K<0.01%new13F-HRTimeline
WealthShield Partners, LLC31$2.84K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC31$2.83K<0.01%-4,16513F-HRTimeline
Pineridge Advisors LLC24$2.22K<0.01%013F-HRTimeline
Millstone Evans Group, LLC22$2K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/22$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC21$1.91K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$1.46K<0.01%-9,01913F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC14$1.28K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC13$1.2K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC13$1.15K<0.01%-313F-HRTimeline
EQ WEALTH ADVISORS, LLC12$1.1K<0.01%+313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC11$1K<0.01%013F-HRTimeline
Addison Advisors LLC6$578<0.01%-27513F-HRTimeline
Spurstone Advisory Services, LLC6$5460.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$374<0.01%013F-HRTimeline
WHITTIER TRUST CO3$273<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2$183<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1$92<0.01%new13F-HRTimeline
Bogart Wealth, LLC0$1<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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.