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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
Creative Planningin group Creative Planning7,991,514$771M0.75%+1,806,09013F-HRTimelineGroup
LPL Financial LLC4,143,976$400M0.16%+280,96413F-HRTimeline
Merriman Wealth Management, LLC3,520,278$340M14.15%-76,53813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,463,863$334M0.02%+306,61713F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,925,845$282M+371,017Timeline
Mason Investment Advisory Services, Inc.2,694,865$260M15.25%-18,06013F-HRTimeline
Truepoint, Inc.2,281,447$220M5.89%+34,56413F-HRTimeline
CHURCHILL MANAGEMENT Corp2,262,344$218M2.38%+34,80013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,019,873$195M0.02%+295,39113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,924,713$186M+21,047Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,534,021$148M0.04%+251,21613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,406,084$136M0.11%+149,54113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,378,752$133M0.03%+242,28613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,208,917$117M0.03%+114,38813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,180,460$113M0.25%-13,55813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,134,550$110M0.04%13F-HR/ATimelineGroup
Unison Advisors LLC1,046,504$101M12.03%-9,64213F-HRTimeline
HighTower Advisors, LLC1,038,951$100M0.14%+78,30613F-HRTimeline
Empowered Funds, LLC1,000,486$96.6M1.41%+31,21913F-HRTimeline
CCM INVESTMENT GROUP, LLC997,536$95.9M10.46%13F-HRTimeline
Evensky & Katz LLC983,098$94.9M6.21%+5,86213F-HRTimeline
Waverly Advisors, LLC973,523$94M1.45%+94,42613F-HRTimeline
Prime Capital Investment Advisors, LLC956,543$92.3M1.34%-12,94113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC953,296$92M0.13%+54,15113F-HRTimeline
Avantax Planning Partners, Inc.860,368$83.1M2.99%+11,68413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA852,250$82.3M0.02%+112,04513F-HRTimelineGroup
Plancorp, LLC840,968$81.2M3.33%+3,16813F-HRTimeline
TCI Wealth Advisors, Inc.802,656$77.5M6.47%+5,00813F-HRTimeline
Carlson Capital Management781,089$75.4M3.29%+5,95513F-HRTimeline
WMS Partners, LLC736,369$71.1M3.98%+6,81113F-HRTimeline
Alesco Advisors, LLC, An ESL Co715,088$69M2.17%+22113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC693,135$66.9M4.33%-23,20513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC692,976$66.9M0.04%+33,21713F-HRTimelineGroup
Parcion Private Wealth LLC684,532$66.1M5.05%+10013F-HRTimeline
Hill Investment Group Partners, LLC682,210$65.9M8.83%+12,33613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC614,536$59.3M13.58%-7,52513F-HRTimeline
Foster Group, Inc.607,086$58.6M2.24%-18,23313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC561,269$54.2M7.66%-4,63513F-HRTimeline
NorthCoast Asset Management LLC555,078$53.6M0.26%+13,36713F-HR/ATimeline
Beaird Harris Wealth Management, LLC547,456$52.8M4.56%+31,86413F-HRTimeline
COMERICA BANK540,646$52.2M0.21%-8,79413F-HR/ATimeline
TRAPHAGEN INVESTMENT ADVISORS LLC527,832$51M5.18%+7,85813F-HRTimeline
TruWealth Advisors, LLC524,558$50.6M3.05%+111,34413F-HRTimeline
PDS Planning, Inc524,299$50.6M4.5%+14,86713F-HRTimeline
Marquette Asset Management, LLC477,637$46.1M7.52%-9713F-HRTimeline
Meredith Wealth Planning470,222$45.4M20.23%+12,89313F-HRTimeline
Werba Rubin Papier Wealth Management462,894$44.7M10.54%+5,22413F-HRTimeline
Mariner, LLCin group Mariner, LLC457,213$44.1M0.07%+72,80513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…420,860$40.6M0.08%+18,59413F-HR/ATimeline
Burton Enright Welch402,989$38.9M8.17%-2013F-HRTimeline
Krilogy Financial LLC393,467$38M2.53%+6,17113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT391,859$37.8M7.53%-2,14313F-HRTimeline
Financial Partners Group, Inc373,174$36M5.26%+8,86713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP400,485$35.9M0.06%-190,57013F-HRTimelineGroup
Private Advisor Group, LLC369,445$35.7M0.2%+11,60013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding358,151$34.6M+5,148Timeline
Team Hewins, LLC357,418$34.5M13.49%+16,85613F-HR/ATimeline
PrairieView Partners, LLC340,378$32.9M3.43%+4,74513F-HRTimeline
Falcon Wealth Planning340,108$32.8M3.66%+14,10213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…339,473$32.8M12.96%-2,13213F-HRTimeline
Callan Capital, LLC314,531$30.4M2.22%+10,64813F-HRTimeline
QUARRY HILL ADVISORS, LLC305,733$29.5M19.86%+3,22413F-HRTimeline
Brown University301,800$29.1M12.42%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…301,046$29.1M0.02%+45,92813F-HRTimelineGroup
Sherrill & Hutchins Financial Advisory,…294,142$28.4M25.1%-11,14913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…289,468$27.9M4.61%+10,99913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC285,446$27.6M7.39%+33,89413F-HRTimeline
Creative Capital Management Investments…280,134$27M11.31%+1013F-HRTimeline
WMG Financial Advisors, LLC272,832$26.3M11.34%+18,58913F-HRTimeline
Glenview Trust Co271,199$26.2M0.49%+21,70813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC267,034$25.8M18.67%-86213F-HRTimeline
Empirical Financial Services, LLC d.b.a…265,788$25.7M0.7%+29,34313F-HRTimeline
RVW Wealth, LLC259,919$25.1M2.34%-5,04013F-HRTimeline
MAI Capital Management254,776$24.6M0.18%+158,50513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO253,659$24.5M<0.01%+108,50913F-HRTimelineGroup
Kondo Wealth Advisors, Inc.235,326$22.7M11.53%13F-HRTimeline
Family Investment Center, Inc.234,639$22.6M5.74%-13,64613F-HRTimeline
Bluespring Wealth Management, LLC230,770$22.3M2.29%+11,53213F-HRTimeline
N.E.W. Advisory Services LLC230,386$22.2M2.11%+54,69413F-HRTimeline
Intelligence Driven Advisers, LLC228,355$22M4.15%-88,53713F-HRTimeline
Atria Investments, Inc227,027$21.9M0.27%-30,75513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC225,427$21.8M2.52%+5,65013F-HRTimelineGroup
High Probability Advisors, LLC225,368$21.8M3.9%+7,82713F-HRTimeline
Bare Financial Services, Inc224,627$21.7M8.72%+16,45313F-HRTimeline
MJP ASSOCIATES INC /ADV223,896$21.6M3.88%+4,11913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding221,141$21.3M+43,791Timeline
Objectivity Squared, LLC222,052$21M14.61%+3,49113F-HRTimeline
MB Generational Wealth, LLC217,613$21M15.41%-88813F-HRTimeline
Wealth Architects, LLC215,887$20.8M2.35%+12,44913F-HRTimeline
Tarbox Family Office, Inc.214,729$20.7M3.42%+1,97713F-HRTimeline
Cetera Investment Advisers212,856$20.5M0.04%+28,35213F-HRTimeline
Modern Wealth Management, LLC210,553$20.3M0.76%new13F-HR/ATimeline
Stephens Consulting, LLC208,041$20.1M5.04%+8,68513F-HRTimeline
Valued Wealth Advisors LLC205,057$19.8M12.4%+8,84713F-HRTimeline
DEFINE FINANCIAL, LLC204,805$19.8M14.92%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding203,310$19.6M+5,729Timeline
Chicago Partners Investment Group LLC194,490$18.7M0.62%+7,15813F-HRTimeline
MML INVESTORS SERVICES, LLC192,763$18.6M0.06%-17,29213F-HRTimeline
Cambridge Investment Research Advisors,…191,501$18.5M0.06%-20,23113F-HRTimeline
Great Point Wealth Advisors, LLC191,198$18.5M4.03%+4,23413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC185,193$18.2M0.08%-6,05213F-HRTimelineGroup
Morton Brown Family Wealth, LLC188,875$18.2M6.35%+11,44013F-HRTimeline
RW Investment Management LLC186,564$18M2.19%+158,93413F-HRTimeline
CWM, LLCin group CWM, LLC185,691$17.9M0.07%-21,23213F-HRTimelineGroup
Paragon Advisors, LLC184,640$17.8M6.11%+2,91513F-HRTimeline
Avior Wealth Management, LLC183,805$17.7M0.65%+183,67413F-HRTimeline
MFA WEALTH ADVISORS, LLC183,618$17.7M4.54%+15,25613F-HRTimeline
COWA, LLC182,053$17.6M8.1%+13,83213F-HRTimeline
WJ Interests, LLC180,428$17.4M8.4%-98913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,959$17.3M0.03%+22,65813F-HRTimelineGroup
JRM Investment Counsel, LLC177,449$17.1M6.05%+15,89013F-HRTimeline
Oakwell Private Wealth Management, LLC177,332$17.1M4.8%+17,57113F-HRTimeline
Symphony Financial, Ltd. Co.165,869$16.6M2.61%+4,41113F-HRTimeline
Towneley Capital Management, Inc / DE171,289$16.5M3.93%+16,42013F-HRTimeline
Allegiance Financial Group Advisory Ser…170,584$16.5M5.33%+8,57213F-HRTimeline
Flaharty Asset Management, LLC170,214$16.4M2.4%-4,78913F-HRTimeline
STOCK YARDS BANK & TRUST CO169,812$16.4M0.56%+24,76813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.167,784$16.2M0.1%+7,73613F-HRTimeline
D'Orazio & Associates, Inc.165,619$16M2.36%+28113F-HRTimeline
Flagstone Financial Management164,742$15.9M5.28%+2,86213F-HRTimeline
Mraz, Amerine & Associates, Inc.164,503$15.9M2.83%+4,08413F-HR/ATimeline
Highland Financial Advisors, LLC163,568$15.8M5.47%+3,17213F-HRTimeline
CGC Financial Services, LLC160,847$15.5M6.19%+4,86513F-HRTimeline
Financial Synergies Wealth Advisors, In…159,193$15.4M1.91%+4,24213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…158,817$15.3M3%-27,97913F-HRTimelineGroup
WCG Wealth Advisors LLC157,664$15.2M1.01%+5,87613F-HRTimeline
Harbor Group, Inc.156,433$15.1M3.39%+61,22213F-HRTimeline
Venturi Wealth Management, LLC155,556$15M0.74%+6,87213F-HRTimeline
Betterment LLC154,444$14.9M0.04%+2,98013F-HRTimeline
McMill Wealth Management154,332$14.9M6.03%13F-HRTimeline
Arlington Financial Advisors, LLC153,495$14.8M2.95%+4,27513F-HRTimeline
BFSG, LLC153,258$14.8M1.73%+6,99013F-HRTimeline
ABLE Financial Group, LLC153,073$14.8M4.36%+41,23113F-HRTimeline
Wallington Asset Management, LLC151,114$14.6M2.11%+1,44013F-HRTimeline
Pine Harbor Wealth Management, LLC149,945$14.5M5.83%+52,49513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC149,201$14.4M3.95%+10,51313F-HRTimeline
Aprio Wealth Management, LLC148,214$14.3M2.09%+13,83013F-HRTimeline
Opus Capital Group, LLC148,212$14.3M1.82%-1,12113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV147,892$14.3M0.03%new13F-HRTimeline
WESPAC Advisors SoCal, LLC145,179$14M3.17%-20,97813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP144,810$14M0.01%-17,22213F-HRTimelineGroup
Allworth Financial LP139,802$14M0.08%-202,76213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC144,173$13.9M2.95%+12,14913F-HRTimeline
Meritas Wealth Management, LLC143,740$13.9M8.35%+19,83413F-HRTimeline
SAGE RHINO CAPITAL LLC143,021$13.8M3.01%-5,64513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC141,992$13.7M1.29%new13F-HRTimeline
AIRE ADVISORS, LLC141,674$13.7M2.82%+4,46113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC140,584$13.7M2.84%+20,81513F-HRTimeline
ROTHSCHILD INVESTMENT LLC140,050$13.5M0.89%+18,99313F-HRTimeline
MEANS INVESTMENT CO., INC.139,845$13.5M1.41%+25,10013F-HRTimeline
Peak Asset Management, LLC139,033$13.4M2.48%+3,53213F-HRTimeline
Fonville Wealth Management LLC136,647$13.2M4.36%+15,28013F-HRTimeline
Cresset Asset Management, LLC136,368$13.2M0.06%-38,55113F-HRTimeline
Greater Midwest Financial Group, LLC136,090$13.1M8.32%new13F-HRTimeline
Tower Wealth Partners, Inc.134,638$13M6.8%+99013F-HRTimeline
Clarus Group, Inc.134,532$13M4.62%+55,80913F-HRTimeline
B&D White Capital Company, LLC134,043$12.9M2.18%+23,00913F-HRTimeline
REGATTA CAPITAL GROUP, LLC133,880$12.9M2.51%+6,74913F-HRTimeline
OneDigital Investment Advisors LLC132,912$12.8M0.15%+21,56913F-HRTimeline
NewEdge Advisors, LLC132,910$12.8M0.08%+34,87513F-HRTimeline
Lifestyle Asset Management, Inc.132,625$12.8M6.98%-11,79413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …131,991$12.7M0.35%+10,52013F-HRTimelineGroup
Compass Ion Advisors, LLC131,129$12.7M1.5%+11,02913F-HRTimeline
SFG Wealth Management, LLC.129,269$12.5M6.55%+7,99213F-HRTimeline
STRATEGIC PLANNING GROUP, LLC127,289$12.3M2.26%+20,97413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,832$12.2M0.03%+19,13313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…125,728$12.1M0.27%+11,65913F-HRTimelineGroup
Drake & Associates, LLC124,700$12.1M3.45%+6,68513F-HRTimeline
Bull Oak Capital, LLC123,834$12M6.65%+13313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…123,648$11.9M0.17%+10,75613F-HRTimelineGroup
Apeiron RIA LLC123,412$11.9M3.33%+10,64613F-HRTimeline
Insight Wealth Strategies, LLC122,269$11.8M1.58%+2,29113F-HRTimeline
NOTTINGHAM ADVISORS, INC.119,748$11.6M1.47%-8,55613F-HRTimeline
NWAM LLC119,700$11.6M0.71%+3,74813F-HRTimeline
BetterWealth, LLC117,275$11.3M3.12%new13F-HRTimeline
HUB Investment Partners, LLC114,811$11.1M0.47%-9,70713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC113,974$11M11.15%13F-HRTimeline
Stokes Family Office, LLC113,713$11M1.17%-67213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC113,343$10.9M1.85%+2,08213F-HRTimeline
REAP Financial Group, LLC113,239$10.9M2.71%-59813F-HRTimeline
Brady Martz Wealth Solutions, LLC112,199$10.9M2.63%13F-HRTimeline
Austin Asset Management Co Inc112,741$10.9M2.16%+96213F-HRTimeline
Strategic Blueprint, LLC111,861$10.8M0.64%+2,69213F-HRTimeline
Bison Wealth, LLC110,583$10.7M1.31%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC110,392$10.7M4.05%+4,21413F-HRTimeline
Revolve Wealth Partners, LLC109,774$10.6M1.58%+3,24713F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC109,326$10.6M3.04%+56,67813F-HRTimeline
Orion Porfolio Solutions, LLC109,105$10.5M0.1%-5,12313F-HRTimeline
Orion Portfolio Solutions, LLC109,105$10.5M0.1%-5,12313F-HRTimeline
EP Wealth Advisors, LLC108,944$10.5M0.09%-8213F-HRTimeline
Advisory Services Network, LLC108,579$10.5M0.2%+19,79413F-HRTimeline
Financial Advocates Investment Manageme…108,191$10.4M0.6%+4,43913F-HRTimeline
WealthCollab, LLC107,526$10.4M6.65%+6,69613F-HRTimeline
Porter White Investment Advisors, Inc.106,799$10.3M5.23%+1,28213F-HRTimeline
Hamilton Point Investment Advisors, LLC105,511$10.2M1.84%+3,16613F-HRTimeline
Willow Creek Wealth Management Inc.105,207$10.2M1.04%+1,73013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC103,797$10M0.1%+19,84413F-HRTimelineGroup
&PARTNERS102,681$9.98M0.12%+7,28313F-HRTimeline
Echo Wealth Management, LLC102,141$9.86M6.81%+1,03713F-HRTimeline
Planned Solutions, Inc.100,540$9.71M3.97%+100,28513F-HRTimeline