Skip to content
Disclosery

AVUV AMERICAN CENTY ETF TR

Follow

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
Creative Planningin group Creative Planning14,595,072$1.33B1.14%+3,354,59313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding7,840,467$714M+671,211Timeline
LPL Financial LLC4,883,120$445M0.15%+496,66113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,858,109$260M+727,848Timeline
Mason Investment Advisory Services, Inc.2,761,344$252M13.71%+47,61313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,741,306$250M0.02%-481,19513F-HRTimelineGroup
Truepoint, Inc.2,693,123$245M6.11%+154,08013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,197,381$200M0.02%-191,16613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,004,936$183M0.13%+208,89613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,811,693$165M0.04%-99,70913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,383,177$126M0.22%-5,79713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,281,290$117M0.02%-59,98913F-HRTimelineGroup
HighTower Advisors, LLC1,266,680$115M0.14%+28,65013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,263,726$115M0.03%+173,68813F-HRTimelineGroup
Evensky & Katz LLC1,221,718$111M6.8%+210,56613F-HRTimeline
Waverly Advisors, LLC1,183,354$108M1.18%+73,79613F-HRTimeline
Plancorp, LLC1,131,955$103M3.57%+196,82613F-HRTimeline
Empowered Funds, LLC1,129,106$103M1.16%+117,41013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,115,465$102M0.03%-28,46413F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,086,803$99M2.85%+71,20013F-HRTimeline
Prime Capital Investment Advisors, LLC1,078,386$98.2M1.3%-155,24113F-HRTimeline
Unison Advisors LLC1,071,733$97.6M10.93%+6,69213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,007,914$91.8M0.12%-18,20013F-HRTimeline
Sequoia Financial Advisors, LLC939,279$85.6M0.59%+69,10113F-HRTimeline
TCI Wealth Advisors, Inc.915,454$83.4M5.72%+50,35613F-HRTimeline
Avantax Planning Partners, Inc.797,593$72.7M2.31%-20,00213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA771,745$70.3M0.01%-88,41413F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC758,568$69.1M0.04%+18,88413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC730,259$66.5M3.95%+24,54413F-HRTimeline
Foster Group, Inc.691,765$63M2.16%+27,95313F-HRTimeline
Beaird Harris Wealth Management, LLC661,927$60.3M4.67%+70,54713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC635,751$57.9M7.33%+52,01913F-HRTimeline
Parcion Private Wealth LLC621,071$56.6M4.04%+3,01413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC619,902$56.5M12.02%+7,27713F-HRTimeline
COMERICA BANK610,646$55.6M0.22%+6,58813F-HRTimeline
HB Wealth Management, LLC605,445$55.2M0.44%-146,35813F-HRTimeline
TruWealth Advisors, LLC590,312$53.8M2.96%+32,92913F-HRTimeline
Cresset Asset Management, LLC587,924$53.6M0.27%+11,47813F-HR/ATimeline
Meredith Wealth Planning565,599$51.5M18.71%+86,08613F-HRTimeline
PDS Planning, Inc561,391$51.1M3.81%+41,56813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP536,380$48.9M0.07%+134,83513F-HR/ATimelineGroup
NorthCoast Asset Management LLC493,893$45M0.19%-63,51313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO475,392$43.3M0.78%new13F-HRTimeline
Krilogy Financial LLC455,325$41.5M2.38%+31,51913F-HRTimeline
Werba Rubin Papier Wealth Management455,269$41.5M7.79%+2,00913F-HRTimeline
Marquette Asset Management, LLC435,188$39.6M6.65%-43,50013F-HRTimeline
Burton Enright Welch431,857$39.3M6.82%+17,50613F-HRTimeline
Mariner, LLCin group Mariner, LLC424,478$38.7M0.06%-5,98313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding400,778$36.5M+104,665Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding395,909$36.1M+40,643Timeline
Financial Partners Group, Inc393,384$35.8M4.96%+10,72313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…367,714$34.9M0.06%-18,84913F-HRTimeline
Cetera Investment Advisers380,711$34.7M0.06%+105,22313F-HRTimeline
AlphaCore Capital LLC375,270$34.2M1.3%+331,81913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC371,993$33.9M0.24%+145,90513F-HR/ATimelineGroup
Team Hewins, LLC371,111$33.8M12.19%+20,45413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO370,722$33.8M<0.01%+101,95513F-HRTimelineGroup
MEANS INVESTMENT CO., INC.360,258$32.8M3.11%+12,65713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC360,075$32.8M6.91%+13,61713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…357,721$32.6M0.02%+35,80413F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC344,851$31.4M18.28%+16,04913F-HRTimeline
PrairieView Partners, LLC342,112$31.2M3.01%+9,38113F-HRTimeline
RW Investment Management LLC335,159$30.5M3.4%+95,51313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…331,784$30.2M11.55%-11,93013F-HRTimeline
Empirical Financial Services, LLC d.b.a…329,958$30.1M0.68%+36,53013F-HRTimeline
Avior Wealth Management, LLC328,454$29.9M1.03%+62,83713F-HRTimeline
Glenview Trust Co319,398$29.1M0.5%+26,44413F-HRTimeline
Sherrill & Hutchins Financial Advisory,…315,934$28.8M22.37%+14,35713F-HRTimeline
WMG Financial Advisors, LLC304,829$27.8M10.28%+12,82113F-HRTimeline
High Probability Advisors, LLC298,078$27.2M4.06%+56,20213F-HRTimeline
BWM Planning, LLC297,432$27.1M9.34%+200,51013F-HRTimeline
Cambridge Investment Research Advisors,…292,534$26.6M0.08%+90,56813F-HRTimeline
N.E.W. Advisory Services LLC290,437$26.5M2.57%-7,59113F-HRTimeline
Creative Capital Management Investments…287,204$26.2M9.35%+10,57913F-HRTimeline
MAI Capital Management283,850$25.9M0.18%+13,96713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding277,397$25.3M-5,366Timeline
Kondo Wealth Advisors, Inc.271,286$25.2M11.14%+18,07913F-HRTimeline
EAGLE WEALTH STRATEGIES LLC276,263$25.2M14.08%+4,62913F-HRTimeline
Bare Financial Services, Inc270,697$24.7M8.32%+31,83513F-HRTimeline
Bluespring Wealth Management, LLC261,765$23.8M2.27%+27,20913F-HRTimeline
Intelligence Driven Advisers, LLC261,449$23.8M3.59%+32,75113F-HRTimeline
Greenline Partners, LLC259,668$23.7M3.19%-14,51413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…259,148$23.6M3.87%-5,40513F-HRTimeline
Harbor Group, Inc.257,701$23.5M4.16%-83913F-HRTimeline
Private Advisor Group, LLC255,094$23.2M0.13%-136,19713F-HRTimeline
Simplicity Wealth,LLC250,474$22.8M0.95%+137,34213F-HRTimeline
Hill Investment Group Partners, LLC249,975$22.8M2.97%-44,06713F-HRTimeline
Valued Wealth Advisors LLC247,112$22.5M11.74%+35,93213F-HRTimeline
Atria Investments, Inc245,828$22.4M0.26%+24,22813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …240,820$21.9M0.5%+116,30213F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC238,555$21.7M5.41%+77,39613F-HRTimeline
Falcon Wealth Planning236,422$21.5M2.18%+3,79713F-HRTimeline
DEFINE FINANCIAL, LLC233,946$21.3M14.04%+10,25113F-HRTimeline
Chicago Partners Investment Group LLC214,637$20.7M0.6%-7813F-HRTimeline
McMill Wealth Management225,789$20.6M6.83%+35,04513F-HRTimeline
Lifelong Wealth Advisors, Inc.221,519$20.2M6.7%new13F-HRTimeline
Modern Wealth Management, LLC221,316$20.2M0.5%+8,50213F-HR/ATimeline
MML INVESTORS SERVICES, LLC218,416$19.9M0.06%+27,33713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC218,052$19.9M0.08%+9,71613F-HRTimelineGroup
Oakwell Private Wealth Management, LLC215,334$19.6M4.52%+28,08313F-HRTimeline
New England Capital Financial Advisors …213,402$19.4M8.9%+4,54713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC204,092$19.4M3.47%+24,99513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT212,801$19.4M3.77%-179,84613F-HRTimeline
Quent Capital, LLC210,908$19.2M1.85%new13F-HRTimeline
Morton Brown Family Wealth, LLC210,393$19.2M5.83%+2,00613F-HRTimeline
REGATTA CAPITAL GROUP, LLC210,230$19.2M3.29%+3,21313F-HRTimeline
Tarbox Family Office, Inc.207,636$18.9M2.84%+1,40813F-HRTimeline
Fonville Wealth Management LLC206,107$18.8M4.75%+37,05513F-HRTimeline
COWA, LLC203,327$18.5M7.06%+10,13213F-HRTimeline
Stephens Consulting, LLC202,856$18.5M4.41%-14,85413F-HRTimeline
Symphony Financial, Ltd. Co.191,164$18.4M2.42%-2,52713F-HR/ATimeline
Allegiance Financial Group Advisory Ser…200,575$18.3M4.84%+17,81613F-HRTimeline
Flaharty Asset Management, LLC197,863$18M2.47%+9,86613F-HR/ATimeline
Wealth Architects, LLC197,434$18M1.83%-9,09913F-HRTimeline
CWM, LLCin group CWM, LLC192,094$17.5M0.06%+3,74613F-HRTimelineGroup
WJ Interests, LLC187,050$17M7.29%+3,61813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…186,656$17M0.66%+22,90613F-HRTimelineGroup
Flagstone Financial Management184,186$16.8M4.81%+11,40913F-HRTimeline
WCG Wealth Advisors LLC184,167$16.8M1.09%+22,18313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,936$16.7M0.01%+45,32013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC181,417$16.5M1.04%+29,72013F-HRTimeline
Highland Financial Advisors, LLC181,390$16.5M5.3%+8,22813F-HRTimeline
Betterment LLC179,298$16.3M0.03%+14,74513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…178,109$16.2M0.36%+36,58413F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC176,424$16.1M2.9%+14,58413F-HRTimeline
Meritas Wealth Management, LLC173,818$15.8M8.7%+6,77113F-HRTimeline
Family Investment Center, Inc.173,428$15.8M3.58%+6,14313F-HRTimeline
Financial Synergies Wealth Advisors, In…173,419$15.8M1.72%+7,58513F-HRTimeline
Strategic Blueprint, LLC172,255$15.7M0.77%+23,99813F-HRTimeline
BFSG, LLC171,910$15.7M1.75%+2,98713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.171,092$15.6M0.03%-18,60213F-HRTimelineGroup
CGC Financial Services, LLC170,497$15.5M5.25%+7,13613F-HRTimeline
STOCK YARDS BANK & TRUST CO168,591$15.4M0.51%-13,05213F-HRTimeline
Fort Vancouver Investment Management, L…168,120$15.3M10.47%+14,06713F-HRTimeline
Heritage Financial Services, LLC168,026$15.3M1.47%+59,09113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding163,138$14.9M-792Timeline
HMV Wealth Advisors, LLC162,776$14.8M9.72%+90,13113F-HRTimeline
Mraz, Amerine & Associates, Inc.162,651$14.8M2.38%+61613F-HRTimeline
SAGE RHINO CAPITAL LLC162,049$14.8M3.12%+3,94513F-HRTimeline
Symmetry Partners, LLC161,297$14.7M1.81%+40,42613F-HRTimeline
JRM Investment Counsel, LLC160,691$14.6M4.71%+2,85813F-HRTimeline
Pine Harbor Wealth Management, LLC158,238$14.4M5.07%-5,53113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP157,019$14.3M0.01%+12,12713F-HRTimelineGroup
Wallington Asset Management, LLC153,834$14M1.97%+1,78013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.153,031$13.9M0.08%-10,90313F-HRTimeline
NewEdge Advisors, LLC151,821$13.8M0.07%-15,76813F-HRTimeline
CLARIS ADVISORS, LLC / MO /150,699$13.7M4.78%+129,89713F-HRTimeline
AIRE ADVISORS, LLC150,026$13.7M2.65%+68413F-HRTimeline
Opus Capital Group, LLC148,360$13.5M1.62%+33713F-HRTimeline
Peak Asset Management, LLC147,865$13.5M2.47%+42613F-HRTimeline
BetterWealth, LLC146,123$13.3M3.41%+17,11813F-HRTimeline
Venturi Wealth Management, LLC146,039$13.3M0.66%-11,80413F-HRTimeline
Willow Creek Wealth Management Inc.145,052$13.2M1.19%+25,56613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC143,633$13.1M2.28%+10,14113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…142,912$13M0.18%+11,17113F-HRTimelineGroup
Drake & Associates, LLC141,592$12.9M3.16%+12,60413F-HRTimeline
Arlington Financial Advisors, LLC140,718$12.8M2.1%+3,46513F-HRTimeline
ABLE Financial Group, LLC140,334$12.8M3.09%-1,34713F-HRTimeline
Avondale Wealth Management139,948$12.7M7.12%+131,68613F-HRTimeline
Pacific Life Fund Advisors LLC138,365$12.6M1.35%-17,01213F-HRTimeline
Compass Ion Advisors, LLC137,958$12.6M1.36%+5,53813F-HRTimeline
FIRST MERCHANTS CORP137,353$12.5M0.48%+25,03813F-HRTimeline
Bison Wealth, LLC136,448$12.5M0.99%+5,18113F-HRTimeline
MFA WEALTH ADVISORS, LLC134,686$12.3M2.88%-40,80413F-HRTimeline
Quantum Financial Advisors, LLC133,663$12.2M1.65%+16,53313F-HRTimeline
OneDigital Investment Advisors LLC133,418$12.2M0.13%-9,46113F-HRTimeline
Apeiron RIA LLC133,101$12.1M3.12%+8,25213F-HRTimeline
Hamilton Point Investment Advisors, LLC132,483$12.1M1.99%+25,47113F-HRTimeline
Allworth Financial LP132,145$12M0.06%-1,53113F-HRTimeline
O'Connor Financial Group LLC125,983$12M5.28%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC131,269$12M10.78%+6,60213F-HRTimeline
NOTTINGHAM ADVISORS, INC.129,137$11.8M1.75%-72213F-HRTimeline
Insight Wealth Strategies, LLC125,602$11.7M1.48%+5,98613F-HRTimeline
REAP Financial Group, LLC125,958$11.5M2.69%-20113F-HRTimeline
Bowman & Co S.C.123,331$11.2M5.01%+17,14013F-HRTimeline
Revolve Wealth Partners, LLC122,252$11.1M1.45%+2,74713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC121,400$11.1M1.59%+3,82613F-HRTimeline
Advisory Services Network, LLC118,226$10.9M0.18%-2,12213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV118,382$10.8M0.02%-105,13813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC117,654$10.7M2.75%-25,29513F-HRTimeline
Echo Wealth Management, LLC117,448$10.7M6.56%+8,49213F-HRTimeline
Trilogy Capital Inc.115,500$10.5M0.51%+38,23513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED115,462$10.5M0.87%+13,57513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115,352$10.5M0.02%-22,27213F-HR/ATimelineGroup
NWAM LLC113,993$10.4M0.6%+4,72213F-HR/ATimeline
Certified Advisory Corp113,952$10.4M1.08%+9,55813F-HRTimeline
REGIMEN WEALTH, LLC113,885$10.4M3.22%+11,49113F-HRTimeline
Total Wealth Planning, LLC113,782$10.4M1.31%+97,51513F-HRTimeline
Objectivity Squared, LLC111,995$10.2M7.01%-89,30813F-HRTimeline
ARQ WEALTH ADVISORS, LLC116,241$10.1M3.48%013F-HRTimeline
McIlrath & Eck, LLC110,911$10.1M1.15%+20,54813F-HRTimeline
LIBRA WEALTH LLC110,133$10M3.28%-7,41613F-HRTimeline
FAS Wealth Partners, Inc.110,078$10M0.74%+15,36013F-HRTimeline
Stokes Family Office, LLC108,610$9.89M1.04%+1,71013F-HRTimeline
Porter White Investment Advisors, Inc.108,591$9.89M4.61%-3,29413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/107,845$9.82M<0.01%+85,49313F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC106,154$9.67M2.69%+6,56613F-HRTimeline
Shotwell Rutter Baer Inc101,194$9.61M6.53%+5,21613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.105,366$9.6M3.32%+2,00513F-HRTimeline
Midwest Financial Group LLC105,339$9.6M5.04%+3,85013F-HRTimeline