Skip to content
Disclosery

AVUV AMERICAN CENTY ETF TR

Follow

SHS (fund)

1,050 managers (1,063 13F filers) reported a position in AVUV shares at 2026-03-31, 149,181,596 shares in all. 123 filers opened a position and 44 filers sold out during the quarter.

Managers
1,050
13F filers
1,063
New
123
Added
557
Reduced
268
Sold out
44
Shares held by filers
149,181,596

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AE Wealth Management LLC3,930$434K<0.01%-72013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,915$432K0.15%+1013F-HRTimeline
Trellis Wealth Advisors LLC3,913$432K0.16%+40413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,841$424K0.05%+1013F-HRTimeline
Legacy Financial Strategies, LLC3,839$424K0.08%-14513F-HRTimeline
Vise Technologies, Inc.4,119$420K0.01%013F-HRTimeline
Signature Resources Capital Management,…3,785$418K0.2%-23013F-HRTimeline
BCR Wealth Strategies, LLC3,791$418K0.13%013F-HRTimeline
BIP Wealth, LLC3,704$409K0.02%+13113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…3,700$409K0.32%-413F-HRTimeline
Keystone Financial Group3,693$408K0.03%+213F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,815$406K0.1%+42213F-HRTimeline
Entelevest, LLC3,631$401K0.41%-1,28213F-HRTimeline
SAPIENT CAPITAL LLC3,622$400K0.01%new13F-HR/ATimeline
Blue Trust, Inc.3,618$400K<0.01%013F-HRTimeline
Next Level Private LLC3,591$397K0.09%+11213F-HRTimeline
VANCE WEALTH, LLC3,547$392K0.11%-513F-HRTimeline
Cassilly Financial Group LLC3,523$389K0.34%-3913F-HRTimeline
IFS Group,LLC3,507$387K0.35%13F-HRTimeline
Santori & Peters, Inc.3,503$387K0.12%new13F-HRTimeline
Procyon Advisors, LLC3,479$384K0.02%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,416$377K0.04%+90613F-HRTimeline
Stewardship Advisors, LLC3,396$375K0.09%013F-HRTimeline
CWC Advisors, LLC.3,392$375K0.18%+55713F-HRTimeline
Garde Capital, Inc.3,391$375K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,366$372K<0.01%new13F-HRTimelineGroup
Magnolia Private Wealth, LLC3,349$370K0.25%-35213F-HRTimeline
Foundry Financial Group, Inc.3,337$369K0.18%-29,91913F-HRTimeline
Matrix Trust Co3,314$366K0.06%new13F-HRTimeline
Investment Advisory Group, LLC3,311$366K0.09%+10013F-HRTimeline
CORA CAPITAL ADVISORS LLC3,303$365K0.12%013F-HRTimeline
Baldwin Investment Management, LLC3,248$359K0.04%+49813F-HRTimeline
GDS Wealth Management3,243$358K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,242$358K<0.01%+35013F-HRTimelineGroup
HRT FINANCIAL LP3,246$358K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.3,214$355K0.05%+12713F-HRTimeline
Balboa Wealth Partners3,210$355K0.06%+213F-HRTimeline
Prosperitas Financial LLC3,199$353K0.13%013F-HRTimeline
Rinkey Investments3,190$352K0.09%+74013F-HRTimeline
Accurate Wealth Management, LLC3,038$349K0.04%+1,17113F-HRTimeline
Newman Dignan & Sheerar, Inc.3,150$348K0.07%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,131$346K0.01%013F-HRTimeline
Baker Ellis Asset Management LLC3,130$346K0.04%+20013F-HRTimeline
Huntleigh Advisors, Inc.3,120$345K0.06%013F-HRTimeline
Global Trust Wealth Management LLC3,050$337K0.25%013F-HRTimeline
Anchor Investment Management, LLC3,045$336K0.03%013F-HRTimeline
Cannon Wealth Management Services, LLC3,007$332K0.22%+16713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,992$331K0.16%013F-HRTimeline
Coquina Private Wealth LLC2,990$330K0.27%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,975$329K0.06%+24213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,951$326K0.02%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.2,919$322K0.07%+23113F-HRTimelineGroup
Cushing Capital Partners, LLC2,865$316K0.24%+44713F-HRTimeline
Sherman Wealth Management LLC2,825$312K0.27%new13F-HRTimeline
Cornerstone Capital, Inc.2,804$310K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,804$309K<0.01%+39313F-HRTimelineGroup
Robinswood Financial LLC2,754$304K0.1%+29313F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp2,745$303K<0.01%+14213F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,743$303K<0.01%+613F-HRTimelineGroup
Macco Financial Group, Inc.2,706$299K0.23%new13F-HRTimeline
ADG Wealth Management Group, LLC2,703$299K0.21%+29313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,700$298K<0.01%+8813F-HRTimelineGroup
Valeo Financial Advisors, LLC2,700$298K0.01%-2,45413F-HRTimeline
Wallace Advisory Group, LLC2,697$298K0.32%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,668$295K0.01%-2,31213F-HRTimeline
Millington Financial Advisors, LLC2,450$293K0.12%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC2,650$293K0.27%-5213F-HRTimeline
TD Waterhouse Canada Inc.2,642$292K<0.01%013F-HRTimeline
Hoxton Planning & Management, LLC2,628$290K0.09%+23613F-HRTimeline
Access Investment Management LLC2,595$287K0.08%new13F-HRTimeline
Empire Financial Management Company, LLC2,560$283K0.06%+40013F-HRTimeline
Range Advisory, LLC2,522$279K0.05%+4813F-HRTimeline
WealthTrust Axiom LLC2,509$277K0.07%new13F-HRTimeline
Kovack Advisors, Inc.2,481$274K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC2,478$274K0.07%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.2,477$274K0.07%+3113F-HRTimeline
Osprey Private Wealth LLC2,472$273K0.08%013F-HRTimeline
Sensible Money, LLC2,465$272K0.08%+10413F-HRTimeline
Bank of Marin2,442$270K0.2%+9813F-HRTimeline
GWN SECURITIES INC.2,439$269K0.05%+10213F-HRTimeline
Base Wealth Management LLC2,432$269K0.15%013F-HRTimeline
Carter Financial Group, INC.2,390$264K0.16%-10513F-HRTimeline
Icon Wealth Advisors, LLC2,224$264K0.02%+413F-HRTimeline
Sharper & Granite LLC2,387$264K0.09%+35513F-HRTimeline
Investment Research & Advisory Group, I…2,344$259K0.09%+113F-HRTimeline
Family Legacy, Inc.2,341$259K0.08%-2713F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,325$257K0.12%+613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,295$254K0.12%+613F-HRTimeline
GM Advisory Group, LLC2,278$252K0.01%new13F-HRTimeline
First PREMIER Bank2,268$251K0.06%-3713F-HRTimeline
Grant Private Wealth Management Inc2,272$251K0.13%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,272$251K+22Timeline
Pure Financial Advisors, LLC2,261$250K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,260$250K0.06%013F-HRTimeline
Intelligent Financial Strategies2,239$247K0.13%-4,14413F-HRTimeline
Acropolis Investment Management, LLC2,238$247K0.01%-49413F-HRTimeline
Financial Insights, Inc.2,237$247K0.08%new13F-HRTimeline
Berger Financial Group, Inc2,200$243K0.01%-17213F-HRTimeline
Sankala Group LLC2,197$242K0.2%+31913F-HRTimeline
BancFirst Trust & Investment Management2,223$241K0.11%new13F-HRTimeline
JM2 Capital Inc.2,147$237K0.2%new13F-HRTimeline
LongView Wealth Management2,041$236K0.06%new13F-HRTimeline
Heck Capital Advisors, LLC2,127$235K0.02%013F-HRTimeline
BRIGHTON JONES LLC2,124$235K0.01%new13F-HR/ATimeline
John W. Brooker & Co., CPAs2,122$234K0.37%013F-HRTimeline
CHAPIN DAVIS, INC.2,105$233K0.05%013F-HRTimeline
Exit Wealth Advisors, LLC.2,093$231K0.12%new13F-HRTimeline
Split Rock Private Trading & Wealth Man…2,074$229K0.18%new13F-HRTimeline
Mainsail Financial Group, LLC2,072$229K0.1%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,053$227K0.05%-21013F-HRTimeline
SHP Wealth Management2,049$226K0.02%-45913F-HRTimeline
Kathmere Capital Management, LLC2,033$225K0.01%+513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,024$224K0.02%new13F-HRTimelineGroup
Sowell Financial Services LLC2,003$221K0.01%new13F-HRTimeline
Empirical Finance, LLC1,992$220K0.01%new13F-HR/ATimeline
TRUEFG, LLC1,990$220K0.06%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,986$219K<0.01%013F-HRTimelineGroup
Trek Financial, LLC1,974$218K0.01%013F-HRTimeline
BLVD Private Wealth, LLC1,952$216K0.19%-15113F-HRTimeline
SMITH, MOORE & CO.1,940$214K0.02%-3113F-HRTimeline
ASPIRIANT, LLC1,931$213K0.01%-43813F-HRTimeline
Dorsey & Whitney Trust CO LLC1,921$212K0.01%new13F-HRTimeline
Able Wealth Management LLC1,918$212K0.06%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,770$212K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,913$211K<0.01%new13F-HRTimeline
Oath Planning, LLC1,906$211K0.19%-50713F-HRTimeline
Fisher Asset Management, LLC1,894$209K<0.01%new13F-HRTimeline
Gibbs Wealth Management1,878$207K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,879$207K<0.01%+613F-HRTimeline
Pinion Investment Advisors, LLC1,873$207K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,859$205K0.01%+1,80013F-HRTimelineGroup
Revere Asset Management, Inc1,856$205K0.11%new13F-HRTimeline
Axis Wealth Partners, LLC1,856$205K0.11%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC1,823$201K0.18%new13F-HRTimeline
SIGNATUREFD, LLC1,722$190K<0.01%+56213F-HRTimeline
Atomic Invest LLC1,705$185K0.09%new13F-HRTimeline
UMB Bank, n.a.1,661$183K<0.01%+1,40913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Network Wealth Advisors LLC1,642$181K0.19%new13F-HRTimeline
Synergy Investment Management, LLC1,634$181K0.06%new13F-HRTimeline
Rossby Financial, LCC1,629$180K0.04%+1,58713F-HRTimeline
Dunhill Financial, LLC1,631$180K0.04%+1,23813F-HRTimeline
Smallwood Wealth Investment Management,…1,390$154K0.08%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,292$143K<0.01%+5613F-HRTimelineGroup
Scarborough Advisors, LLC1,021$113K0.01%+213F-HRTimeline
AdvisorNet Financial, Inc975$108K0.01%+86813F-HRTimeline
Clark Wealth Partners959$106K0.07%+7113F-HRTimeline
First Command Advisory Services, Inc.952$105K<0.01%013F-HRTimeline
Nemes Rush Group LLC917$101K0.01%+713F-HRTimeline
CENTRAL TRUST Co807$89.2K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC766$84.6K0.03%+34813F-HR/ATimeline
Ashton Thomas Private Wealth, LLC746$82.4K<0.01%new13F-HRTimeline
Clayton Financial Group LLC743$82.1K0.04%-12413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…726$80.2K<0.01%-54613F-HRTimelineGroup
Bogart Wealth, LLC703$77.6K<0.01%+50313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.699$77.2K<0.01%new13F-HRTimelineGroup
Your Advocates Ltd., LLP678$74.9K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton667$73.7K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.653$72.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC650$71.8K0.02%+1013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.609$67.3K0.02%013F-HRTimeline
ATWOOD & PALMER INC605$66.9K<0.01%+113F-HRTimeline
KM Capital Management Ltd.565$66.6K0.04%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT600$66.3K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.595$65.7K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC593$65.4K0.06%+213F-HRTimeline
NorthAvenue LLC590$65.2K0.05%013F-HRTimeline
Clearstead Trust, LLC579$64K0.01%013F-HRTimeline
SFAM, LLC575$63.5K0.06%-2413F-HRTimeline
Ares Financial Consulting, LLC563$62.3K0.05%013F-HRTimeline
Operose Advisors LLC555$61.3K0.01%+49113F-HRTimeline
MeadowBrook Investment Advisors LLC540$59.7K0.05%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.527$58K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.516$57K<0.01%+35213F-HRTimeline
Aventura Private Wealth, LLC509$56.2K0.02%+31813F-HRTimeline
Centerpoint Advisors, LLC500$55K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC414$45K0.01%-13813F-HRTimeline
Plante Moran Financial Advisors, LLC402$44.4K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC402$44.4K<0.01%13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC398$44K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.371$41K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.371$41K0.01%+113F-HRTimeline
PlanVest Financial, Inc361$39.9K0.03%13F-HRTimeline
POM Investment Strategies, LLC347$38.3K0.05%-7,03213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT345$38.1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.334$36.9K<0.01%013F-HRTimeline
Basepoint Wealth LLC317$35K0.02%+1213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC305$33.8K0.02%013F-HRTimeline
ROGCO, LP305$33.7K0.01%013F-HRTimeline
CNB Bank303$33.5K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC300$33.1K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC272$32.7K<0.01%+25913F-HRTimeline
MCF Advisors LLC250$27.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…246$27.3K0.02%013F-HRTimeline
Sound Income Strategies, LLC233$25.8K<0.01%+19813F-HRTimeline
GeoWealth Management, LLC221$24.4K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.216$23.9K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC210$23.2K<0.01%013F-HR/ATimeline
Barnes Dennig Private Wealth Management…209$23.1K0.02%+7613F-HRTimeline
Meramec Financial Planners, LLC195$23.1K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC202$22.3K0.01%new13F-HRTimeline