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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
Creative Planningin group Creative Planning11,240,479$980M0.92%+3,248,96513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding7,169,256$625M+4,243,411Timeline
LPL Financial LLC4,386,459$382M0.15%+242,48313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,222,501$281M0.02%-241,36213F-HRTimelineGroup
Mason Investment Advisory Services, Inc.2,713,731$237M14.28%+18,86613F-HRTimeline
Truepoint, Inc.2,539,043$221M6%+257,59613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,388,547$208M0.02%+368,67413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,130,261$186M+205,548Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,911,402$167M0.04%+377,38113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,796,040$157M0.13%+389,95613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,388,974$121M0.27%+208,51413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,341,279$117M0.03%-37,47313F-HRTimelineGroup
HighTower Advisors, LLC1,238,030$108M0.15%+199,07913F-HRTimeline
Prime Capital Investment Advisors, LLC1,233,627$108M1.26%+277,08413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,143,929$99.7M0.04%+9,37913F-HRTimelineGroup
Waverly Advisors, LLC1,109,558$96.7M1.18%+136,03513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,090,038$95M0.02%-118,87913F-HRTimelineGroup
Unison Advisors LLC1,065,041$92.8M11.81%+18,53713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,026,114$89.4M0.13%+72,81813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,015,603$88.5M2.78%+300,51513F-HRTimeline
Empowered Funds, LLC1,011,696$88.2M1.26%+11,21013F-HRTimeline
Evensky & Katz LLC1,011,152$88.1M5.91%+28,05413F-HRTimeline
CCM INVESTMENT GROUP, LLC1,011,401$88.1M9.32%+13,86513F-HRTimeline
Plancorp, LLC935,129$81.5M3.23%+94,16113F-HRTimeline
Sequoia Financial Advisors, LLC870,178$75.9M0.59%+798,76113F-HRTimeline
TCI Wealth Advisors, Inc.865,098$75.4M6.04%+62,44213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA860,159$75M0.02%+7,90913F-HR/ATimelineGroup
Avantax Planning Partners, Inc.817,595$71.3M2.52%-42,77313F-HRTimeline
HB Wealth Management, LLC751,803$65.5M0.55%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC739,684$64.5M0.04%+46,70813F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC705,715$61.5M4.31%+12,58013F-HRTimeline
Foster Group, Inc.663,812$57.9M2.17%+56,72613F-HRTimeline
Parcion Private Wealth LLC618,057$53.9M4.39%-66,47513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC612,625$53.4M11.95%-1,91113F-HRTimeline
COMERICA BANK604,058$52.7M0.22%+63,41213F-HRTimeline
Beaird Harris Wealth Management, LLC591,380$51.6M4.38%+43,92413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC583,732$50.9M7.04%+22,46313F-HRTimeline
Cresset Asset Management, LLC576,446$50.2M0.25%+440,07813F-HRTimeline
NorthCoast Asset Management LLC557,406$48.6M0.24%+2,32813F-HR/ATimeline
TruWealth Advisors, LLC557,383$48.6M2.93%+32,82513F-HRTimeline
PDS Planning, Inc519,823$45.3M3.82%-4,47613F-HRTimeline
Meredith Wealth Planning479,513$41.8M18.44%+9,29113F-HRTimeline
Marquette Asset Management, LLC478,688$41.7M7.35%+1,05113F-HRTimeline
Werba Rubin Papier Wealth Management453,260$39.5M8.59%-9,63413F-HRTimeline
Mariner, LLCin group Mariner, LLC430,461$37.5M0.06%-26,75213F-HRTimelineGroup
Krilogy Financial LLC423,806$36.9M2.39%+30,33913F-HRTimeline
Burton Enright Welch414,351$36.1M7.34%+11,36213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP401,545$35M0.06%+1,06013F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT392,647$34.2M6.79%+78813F-HRTimeline
Private Advisor Group, LLC391,291$34.1M0.21%+21,84613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…386,563$33.7M0.06%-34,29713F-HRTimeline
Financial Partners Group, Inc382,661$33.4M5.15%+9,48713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…343,714$32.2M13.13%+4,24113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding355,266$31M-2,885Timeline
Team Hewins, LLC350,657$30.6M11.88%-6,76113F-HR/ATimeline
MEANS INVESTMENT CO., INC.347,601$30.3M3.22%+207,75613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC346,458$30.2M7.19%+61,01213F-HRTimeline
PrairieView Partners, LLC332,731$29M3.03%-7,64713F-HRTimeline
QUARRY HILL ADVISORS, LLC328,802$28.7M18.62%+23,06913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…321,917$28.1M0.01%+20,87113F-HRTimelineGroup
Callan Capital, LLC307,975$26.8M1.99%-6,55613F-HRTimeline
Brown University301,800$26.3M12.18%013F-HRTimeline
Sherrill & Hutchins Financial Advisory,…301,577$26.3M22.41%+7,43513F-HRTimeline
N.E.W. Advisory Services LLC298,028$26M1.99%+67,64213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding296,113$25.8M+74,972Timeline
Hill Investment Group Partners, LLC294,042$25.6M3.52%-388,16813F-HRTimeline
Empirical Financial Services, LLC d.b.a…293,428$25.6M0.66%+27,64013F-HRTimeline
Glenview Trust Co292,954$25.5M0.5%+21,75513F-HR/ATimeline
WMG Financial Advisors, LLC292,008$25.5M10.83%+19,17613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding282,763$24.6M+79,453Timeline
Creative Capital Management Investments…276,625$24.1M9.31%-3,50913F-HRTimeline
Cetera Investment Advisers275,488$24M0.05%+62,63213F-HRTimeline
Greenline Partners, LLC274,182$23.9M3.73%+225,23713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC271,634$23.7M14.53%+4,60013F-HRTimeline
MAI Capital Management269,883$23.5M0.18%+15,10713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268,767$23.4M<0.01%+15,10813F-HRTimelineGroup
Avior Wealth Management, LLC265,617$23.2M0.88%+81,81213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…264,553$23.1M4.17%-24,91513F-HRTimeline
Harbor Group, Inc.258,540$22.5M4.5%+102,10713F-HRTimeline
Kondo Wealth Advisors, Inc.253,207$22.1M10.88%+17,88113F-HRTimeline
High Probability Advisors, LLC241,876$21.1M3.52%+16,50813F-HRTimeline
RW Investment Management LLC239,646$20.9M2.57%+53,08213F-HRTimeline
Bare Financial Services, Inc238,862$20.8M8%+14,23513F-HRTimeline
Bluespring Wealth Management, LLC234,556$20.4M2.08%+3,78613F-HRTimeline
Falcon Wealth Planning232,625$20.3M2.25%-107,48313F-HRTimeline
Intelligence Driven Advisers, LLC228,698$19.9M3.84%+34313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC226,088$19.7M0.17%+157,35513F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV223,520$19.5M0.04%+75,62813F-HRTimeline
MB Generational Wealth, LLC221,773$19.3M14.43%+4,16013F-HRTimeline
Atria Investments, Inc221,600$19.3M0.25%-5,42713F-HRTimeline
Stephens Consulting, LLC217,710$19M4.77%+9,66913F-HRTimeline
Modern Wealth Management, LLC212,814$18.6M0.59%+2,26113F-HR/ATimeline
Valued Wealth Advisors LLC211,180$18.4M11.05%+6,12313F-HRTimeline
New England Capital Financial Advisors …208,855$18.2M9.26%+208,84613F-HRTimeline
Morton Brown Family Wealth, LLC208,387$18.2M6.17%+19,51213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC208,336$18.2M0.08%+23,14313F-HRTimelineGroup
Chicago Partners Investment Group LLC214,715$18.1M0.6%+20,22513F-HRTimeline
REGATTA CAPITAL GROUP, LLC207,017$18M3.49%+73,13713F-HRTimeline
Wealth Architects, LLC206,533$18M1.99%-9,35413F-HR/ATimeline
Tarbox Family Office, Inc.206,228$18M2.99%-8,50113F-HRTimeline
DEFINE FINANCIAL, LLC223,695$17.7M13.46%+18,89013F-HRTimeline
Cambridge Investment Research Advisors,…201,966$17.6M0.06%+10,46513F-HRTimeline
Great Point Wealth Advisors, LLC197,174$17.2M3.72%+5,97613F-HRTimeline
MML INVESTORS SERVICES, LLC191,079$16.7M0.06%-1,68413F-HRTimeline
McMill Wealth Management190,744$16.6M5.99%+36,41213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.189,694$16.5M0.03%+10,73513F-HRTimelineGroup
CWM, LLCin group CWM, LLC188,348$16.4M0.07%+2,65713F-HRTimelineGroup
Flaharty Asset Management, LLC187,997$16.4M2.36%+17,78313F-HRTimeline
Oakwell Private Wealth Management, LLC187,251$16.3M4.51%+9,91913F-HRTimeline
WJ Interests, LLC183,432$16M7.44%+3,00413F-HRTimeline
Allegiance Financial Group Advisory Ser…182,759$15.9M4.85%+12,17513F-HRTimeline
Objectivity Squared, LLC201,303$15.9M13.32%-20,74913F-HRTimeline
STOCK YARDS BANK & TRUST CO181,643$15.8M0.56%+11,83113F-HRTimeline
Symphony Financial, Ltd. Co.193,691$15.8M9.37%+27,82213F-HRTimeline
Paragon Advisors, LLC180,990$15.8M5.97%-3,65013F-HRTimeline
Towneley Capital Management, Inc / DE180,367$15.7M3.68%+9,07813F-HRTimeline
MFA WEALTH ADVISORS, LLC175,490$15.3M3.79%-8,12813F-HRTimeline
Highland Financial Advisors, LLC173,162$15.1M5.4%+9,59413F-HRTimeline
Flagstone Financial Management172,777$15.1M4.85%+8,03513F-HRTimeline
B&D White Capital Company, LLC171,338$14.9M2.2%+37,29513F-HRTimeline
BFSG, LLC168,923$14.7M1.79%+15,66513F-HRTimeline
Fonville Wealth Management LLC169,052$14.7M4.33%+32,40513F-HRTimeline
NewEdge Advisors, LLC167,589$14.6M0.09%+34,67913F-HRTimeline
Family Investment Center, Inc.167,285$14.6M3.56%-67,35413F-HRTimeline
Meritas Wealth Management, LLC167,047$14.6M8.54%+23,30713F-HRTimeline
Financial Synergies Wealth Advisors, In…165,834$14.5M1.76%+6,64113F-HRTimeline
MJP ASSOCIATES INC /ADV164,841$14.4M2.59%-59,05513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC164,841$14.4M1.64%-60,58613F-HRTimelineGroup
Betterment LLC164,553$14.3M0.03%+10,10913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.163,934$14.3M0.09%-3,85013F-HRTimeline
Pine Harbor Wealth Management, LLC163,769$14.3M5.71%+13,82413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…163,750$14.3M0.47%+4,93313F-HRTimelineGroup
CGC Financial Services, LLC163,361$14.2M5.63%+2,51413F-HRTimeline
WCG Wealth Advisors LLC161,984$14.1M1.07%+4,32013F-HR/ATimeline
Mraz, Amerine & Associates, Inc.162,035$14.1M2.43%-2,46813F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC161,840$14.1M2.81%+17,66713F-HRTimeline
KEB ASSET MANAGEMENT, LLC161,159$14M4%+51,83313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding163,930$13.8MnewTimeline
FINANCIAL MANAGEMENT NETWORK INC179,097$13.8M3.11%+38,51313F-HRTimeline
SAGE RHINO CAPITAL LLC158,104$13.8M3.2%+15,08313F-HRTimeline
Venturi Wealth Management, LLC157,843$13.8M0.72%+2,28713F-HRTimeline
JRM Investment Counsel, LLC157,833$13.8M4.69%-19,61613F-HRTimeline
Pacific Life Fund Advisors LLC155,377$13.5M1.52%+69,13713F-HRTimeline
D'Orazio & Associates, Inc.155,332$13.5M2.06%-10,28713F-HRTimeline
Fort Vancouver Investment Management, L…154,053$13.4M10.3%new13F-HRTimeline
Wallington Asset Management, LLC152,054$13.3M1.91%+94013F-HRTimeline
ROTHSCHILD INVESTMENT LLC151,697$13.2M0.88%+11,64713F-HRTimeline
AIRE ADVISORS, LLC149,342$13M2.74%+7,66813F-HRTimeline
Strategic Blueprint, LLC148,257$12.9M0.71%+36,39613F-HRTimeline
Opus Capital Group, LLC148,023$12.9M1.66%-18913F-HRTimeline
Peak Asset Management, LLC147,439$12.9M2.45%+8,40613F-HRTimeline
COWA, LLC193,195$12.8M5.46%+11,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP144,892$12.6M0.01%+8213F-HRTimelineGroup
Greater Midwest Financial Group, LLC144,109$12.6M8.76%+8,01913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC142,949$12.5M3.37%-6,25213F-HRTimeline
OneDigital Investment Advisors LLC142,879$12.5M0.15%+9,96713F-HRTimeline
ABLE Financial Group, LLC141,681$12.4M3.46%-11,39213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…141,525$12.3M0.27%+15,79713F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC139,727$12.2M2.38%+12,43813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…137,624$12M0.03%+10,79213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP137,616$12M0.01%+38,79913F-HR/ATimelineGroup
Arlington Financial Advisors, LLC137,253$12M2.1%-16,24213F-HRTimeline
Tower Wealth Partners, Inc.135,647$11.8M6.32%+1,00913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC133,492$11.6M2.31%+55,19413F-HRTimeline
Compass Ion Advisors, LLC132,420$11.5M1.36%+1,29113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…131,741$11.5M0.17%+8,09313F-HRTimelineGroup
Bison Wealth, LLC131,267$11.4M1.07%+20,68413F-HRTimeline
SFG Wealth Management, LLC.130,274$11.4M5.55%+1,00513F-HRTimeline
NOTTINGHAM ADVISORS, INC.129,859$11.3M1.73%+10,11113F-HRTimeline
BetterWealth, LLC129,005$11.2M3.16%+11,73013F-HRTimeline
Drake & Associates, LLC128,988$11.2M3.16%+4,28813F-HRTimeline
Allworth Financial LP133,676$11.1M0.06%-6,12613F-HRTimeline
REAP Financial Group, LLC126,159$11M2.72%+12,92013F-HRTimeline
Clarus Group, Inc.125,474$10.9M4.25%-9,05813F-HRTimeline
Apeiron RIA LLC124,849$10.9M3.29%+1,43713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC124,667$10.9M11.26%+10,69313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …124,518$10.9M0.29%-7,47313F-HRTimelineGroup
Symmetry Partners, LLC120,871$10.5M1.47%+27,98913F-HRTimeline
Advisory Services Network, LLC120,348$10.5M0.2%+11,76913F-HRTimeline
HUB Investment Partners, LLC119,635$10.4M0.42%+4,82413F-HRTimeline
Insight Wealth Strategies, LLC119,616$10.4M1.4%-2,65313F-HRTimeline
Revolve Wealth Partners, LLC119,505$10.4M1.51%+9,73113F-HRTimeline
Willow Creek Wealth Management Inc.119,486$10.4M1.01%+14,27913F-HRTimeline
Aprio Wealth Management, LLC117,811$10.3M1.29%-30,40313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC117,574$10.2M1.71%+4,23113F-HRTimeline
LIBRA WEALTH LLC117,549$10.2M3.84%+21,90713F-HRTimeline
Quantum Financial Advisors, LLC117,130$10.2M1.52%+17,38713F-HRTimeline
ARQ WEALTH ADVISORS, LLC116,241$10.1M3.76%+5,84913F-HRTimeline
WealthCollab, LLC115,620$10.1M6.25%+8,09413F-HRTimeline
Financial Advocates Investment Manageme…115,013$10M0.7%+6,82213F-HRTimeline
Simplicity Wealth,LLC113,132$9.86M0.77%new13F-HRTimeline
FIRST MERCHANTS CORP112,315$9.79M0.39%new13F-HRTimeline
Porter White Investment Advisors, Inc.111,885$9.75M4.83%+5,08613F-HRTimeline
Brady Martz Wealth Solutions, LLC110,617$9.64M2.18%-1,58213F-HRTimeline
Cerro Pacific Wealth Advisors LLC99,588$9.61M3.12%+4,09213F-HRTimeline
Bull Oak Capital, LLC110,120$9.6M5.23%-13,71413F-HRTimeline
NWAM LLC109,271$9.53M0.82%-10,42913F-HRTimeline
Echo Wealth Management, LLC108,956$9.5M6.42%+6,81513F-HRTimeline
Heritage Financial Services, LLC108,935$9.5M0.94%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC107,012$9.33M1.68%+1,50113F-HRTimeline