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Disclosery

AVUV AMERICAN CENTY ETF TR

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SHS (fund)

977 managers (987 13F filers) reported a position in AVUV shares at 2025-12-31, 137,674,493 shares in all. 71 filers opened a position and 42 filers sold out during the quarter.

Managers
977
13F filers
987
New
71
Added
490
Reduced
254
Sold out
42
Shares held by filers
137,674,493

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning18,844,762$1.92B1.38%+2,042,30113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding8,551,408$872M+218,811Timeline
LPL Financial LLC5,475,239$558M0.15%+365,30813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,985,056$304M0.02%+236,06413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,923,058$298M+40,674Timeline
Truepoint, Inc.2,847,150$290M6.53%+97,37513F-HRTimeline
Mason Investment Advisory Services, Inc.2,844,838$290M13.77%+77,14113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,493,211$254M0.02%+145,18213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,313,192$236M0.15%+68,26013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,078,029$212M0.05%+157,17513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,383,863$141M0.03%+72,00113F-HRTimelineGroup
Plancorp, LLC1,360,184$139M4.19%+101,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,338,349$137M0.2%-39,40913F-HRTimelineGroup
HighTower Advisors, LLC1,318,014$134M0.15%+41,28213F-HRTimeline
Unison Advisors LLC1,313,639$134M11.71%+4,77013F-HRTimeline
Waverly Advisors, LLC1,312,548$134M1.08%+68,64413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,304,026$133M0.04%+171,50813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,277,476$130M-57,817Timeline
Evensky & Katz LLC1,224,966$125M7.05%+13,25113F-HRTimeline
TCI Wealth Advisors, Inc.1,144,995$117M6.44%+111,81913F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,072,724$109M2.83%+3,08813F-HRTimeline
Sequoia Financial Advisors, LLC1,014,293$103M0.58%+12,71713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC900,720$91.9M0.12%-94,16213F-HRTimeline
Avantax Planning Partners, Inc.858,771$87.6M2.45%+27,04713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO848,616$86.5M0.01%+392,86613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA798,242$81.4M0.01%+18,86513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC795,649$81.1M0.04%-66713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC766,697$78.2M0.44%-13,59113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC737,326$75.2M5.18%+31,73013F-HRTimeline
Prime Capital Investment Advisors, LLC727,507$74.2M0.9%-328,62913F-HRTimeline
Foster Group, Inc.727,174$74.2M2.24%+1,35513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC668,662$68.2M3.75%-23,35213F-HRTimeline
Symmetry Partners, LLC662,794$67.6M4%+486,60013F-HRTimeline
Cetera Investment Advisers658,681$67.2M0.07%+44,40513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC645,547$65.8M7.43%+9,42713F-HRTimeline
Cresset Asset Management, LLC639,937$65.3M0.28%+19,40513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC619,836$63.2M12.25%+19813F-HRTimeline
Krilogy Financial LLC572,711$62.1M2.11%+19,20613F-HRTimeline
PDS Planning, Inc601,919$61.4M4.1%+18,52013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.596,453$60.8M5.84%13F-HRTimeline
Meredith Wealth Planning583,567$59.5M17.72%+48813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…545,726$55.7M2.57%-99513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP529,757$54M0.07%+269,26213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding513,839$52.4M+41,446Timeline
Burton Enright Welch473,099$48.2M6.79%+17,86213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding459,420$46.9M+8,697Timeline
Marquette Asset Management, LLC455,898$46.5M6.86%+6,52713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO453,086$46.2M0.96%+8,22913F-HRTimeline
Farther Finance Advisors, LLC444,918$45.4M0.49%+111,34213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…441,934$45.1M0.02%+25,53813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…415,787$44.1M0.06%+43,95313F-HRTimeline
Financial Partners Group, Inc390,424$42.7M4.93%-3,61613F-HRTimeline
AlphaCore Capital LLC411,300$41.9M0.94%+62213F-HRTimeline
QUARRY HILL ADVISORS, LLC407,037$41.5M19.29%+37,26213F-HRTimeline
Cornerstone Wealth Partners, LLC406,210$41.4M28.75%13F-HRTimeline
Parcion Private Wealth LLC400,284$40.8M2.48%-9,61613F-HRTimeline
MEANS INVESTMENT CO., INC.396,604$40.4M3.41%+8,15213F-HRTimeline
Empirical Financial Services, LLC d.b.a…394,769$40.3M0.72%+33,69713F-HRTimeline
COMERICA BANK391,724$39.9M0.16%-204,07413F-HRTimeline
Mariner, LLCin group Mariner, LLC390,422$39.8M0.05%-61,32513F-HRTimelineGroup
Team Hewins, LLC389,787$39.8M12.81%+15,10713F-HRTimeline
KEB ASSET MANAGEMENT, LLC372,077$37.9M7.69%+92,06913F-HRTimeline
HB Wealth Management, LLC365,486$37.3M0.24%-9,39013F-HRTimeline
BWM Planning, LLC342,003$34.9M9.32%+34,24113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC340,686$34.7M5.79%+2,34913F-HRTimeline
CWM, LLCin group CWM, LLC337,661$34.4M0.09%+84,55613F-HRTimelineGroup
TruWealth Advisors, LLC334,624$34.1M1.67%-271,03813F-HRTimeline
Three Arch Wealth Management LLC333,821$34M6.38%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …333,389$34M0.67%+17,80413F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…327,195$33.4M11.94%-3,49813F-HRTimeline
Glenview Trust Co323,830$33M0.51%-17213F-HRTimeline
MAI Capital Management323,673$33M0.19%+12,30913F-HRTimeline
Greenline Partners, LLC318,160$32.4M3.71%+27,36313F-HRTimeline
Sherrill & Hutchins Financial Advisory,…312,358$31.9M22.59%+5413F-HRTimeline
High Probability Advisors, LLC310,636$31.7M4.22%+6,06713F-HRTimeline
ENZI WEALTH290,686$31.3M11.03%+234,91613F-HRTimeline
N.E.W. Advisory Services LLC306,475$31.3M2.31%+7,69213F-HRTimeline
Kondo Wealth Advisors, Inc.304,678$31.1M11.89%+17,02313F-HRTimeline
Bare Financial Services, Inc303,644$31M8.61%+8,81113F-HRTimeline
Creative Capital Management Investments…300,713$30.7M9.25%+9,08213F-HRTimeline
WMG Financial Advisors, LLC299,365$30.5M12.58%-2,10913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding294,108$30M+9,347Timeline
Avior Wealth Management, LLC292,763$29.9M0.93%-10,07513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP291,839$29.8M0.02%+51,29913F-HRTimelineGroup
McMill Wealth Management282,097$28.8M8.09%+21,24613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC278,082$28.7M4.54%+33,32513F-HRTimeline
Valued Wealth Advisors LLC279,903$28.5M12.55%+10,91713F-HRTimeline
Venturi Wealth Management, LLC274,313$28M1.24%+6,08513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC271,024$27.6M12.87%-3,68113F-HRTimeline
Cambridge Investment Research Advisors,…268,525$27.4M0.07%-47,63613F-HRTimeline
Bluespring Wealth Management, LLC268,025$27.3M2.35%-4,49713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…262,951$26.8M3.96%+1,81813F-HRTimeline
Hill Investment Group Partners, LLC253,668$25.9M3.08%+11,18813F-HRTimeline
Falcon Wealth Planning251,951$25.7M2.16%+6,75613F-HRTimeline
Quent Capital, LLC251,266$25.6M1.85%+21,52513F-HRTimeline
DEFINE FINANCIAL, LLC247,677$25.3M14.32%+8,85413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC246,104$25.1M0.1%+9,88413F-HRTimelineGroup
Fonville Wealth Management LLC243,354$24.8M5.07%+24,74013F-HRTimeline
Oakwell Private Wealth Management, LLC238,465$24.3M4.54%+12,31913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allegiance Financial Group Advisory Ser…233,971$23.9M5.02%+12,17913F-HRTimeline
Chicago Partners Investment Group LLC219,548$23.8M0.59%-3,13213F-HRTimeline
REGATTA CAPITAL GROUP, LLC228,720$23.3M3.52%+12,14713F-HRTimeline
Harbor Group, Inc.228,392$23.3M3.49%-14,97313F-HRTimeline
Atria Investments, Inc227,367$23.2M0.26%-11,22713F-HRTimeline
COWA, LLC228,831$23.1M7.04%+8,03113F-HRTimeline
Lifelong Wealth Advisors, Inc.226,400$23.1M6.14%-2,17913F-HRTimeline
Morton Brown Family Wealth, LLC225,449$23M6.26%+13,50213F-HRTimeline
Wealth Architects, LLC223,102$22.8M2.05%+23,41013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT221,085$22.5M4.25%+3,25013F-HRTimeline
Tarbox Family Office, Inc.218,999$22.3M3.59%+10,29413F-HRTimeline
New England Capital Financial Advisors …218,518$22.3M8.7%+1,54113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.208,549$22.1M3.27%+103,29213F-HRTimeline
MML INVESTORS SERVICES, LLC215,845$22M0.05%+13,96213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC213,024$21.7M6.36%+2,04713F-HRTimeline
Flaharty Asset Management, LLC209,811$21.4M2.67%+7,27513F-HRTimeline
Meritas Wealth Management, LLC204,939$20.9M10.05%+12,26913F-HRTimeline
Great Point Wealth Advisors, LLC203,303$20.7M3.78%+85313F-HRTimeline
HMV Wealth Advisors, LLC202,107$20.6M10.31%+16,02113F-HRTimeline
WJ Interests, LLC199,985$20.4M8.77%-12,69613F-HRTimeline
Heritage Financial Services, LLC195,964$20M1.67%+16,00713F-HRTimeline
Modern Wealth Management, LLC194,539$19.8M0.36%-10,25213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC194,456$19.8M0.17%+24,66513F-HRTimelineGroup
Highland Financial Advisors, LLC194,047$19.8M5.49%+3,94713F-HRTimeline
WCG Wealth Advisors LLC193,051$19.7M0.55%+6,27613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…192,925$19.7M0.64%+3,06513F-HRTimelineGroup
Flagstone Financial Management191,469$19.5M5.01%+80413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,274$19.3M0.02%+33,08713F-HRTimelineGroup
Fort Vancouver Investment Management, L…187,462$19.1M10.22%+6,37013F-HRTimeline
ROTHSCHILD INVESTMENT LLC187,213$19.1M1.05%+4,56713F-HRTimeline
Financial Synergies Wealth Advisors, In…183,941$18.8M1.81%+6,52613F-HRTimeline
Parkshore Wealth Management, Inc.182,721$18.6M7%+6,01013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC179,990$18.4M2.89%+7,86313F-HRTimeline
Drake & Associates, LLC179,825$18.3M3.65%+17,19513F-HRTimeline
BFSG, LLC179,568$18.3M1.78%+3,80813F-HRTimeline
MB Generational Wealth, LLC176,849$18M9.55%+6,13513F-HRTimeline
STOCK YARDS BANK & TRUST CO175,425$17.9M0.55%+5,90013F-HRTimeline
Betterment LLC175,362$17.9M0.03%-8,26113F-HRTimeline
FIRST MERCHANTS CORP175,077$17.9M0.66%+19,72513F-HRTimeline
JRM Investment Counsel, LLC174,902$17.8M5.16%+1,40713F-HRTimeline
Orion Porfolio Solutions, LLC173,592$17.7M0.13%+81,31813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding173,501$17.7M+7,685Timeline
Family Investment Center, Inc.171,786$17.5M3.54%-1,45513F-HRTimeline
Mraz, Amerine & Associates, Inc.168,418$17.2M2.55%+1,23213F-HRTimeline
NewEdge Advisors, LLC167,246$17.1M0.06%+20,27413F-HRTimeline
Smartleaf Asset Management LLC163,888$16.9M0.64%+163,71413F-HRTimeline
Zhang Financial LLC164,133$16.7M0.62%+26,37913F-HRTimeline
ABLE Financial Group, LLC164,116$16.7M3.4%+10,02813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.161,230$16.4M0.03%+1,00413F-HRTimelineGroup
STOLZ & ASSOCIATES, PS161,143$16.4M12.68%13F-HRTimeline
LIBRA WEALTH LLC160,720$16.4M4.59%+26,37913F-HRTimeline
BetterWealth, LLC160,295$16.3M3.73%+8,98413F-HRTimeline
SAGE RHINO CAPITAL LLC158,730$16.2M3.06%+1,37413F-HRTimeline
Invariant Investment Management150,480$16.2M10.34%13F-HRTimeline
Wallington Asset Management, LLC157,130$16M2.03%+88613F-HRTimeline
Arlington Financial Advisors, LLC157,087$16M2.29%+7,05813F-HRTimeline
Private Advisor Group, LLC157,056$16M0.08%-74,48813F-HRTimeline
Quantum Financial Advisors, LLC156,845$16M1.8%+11,56213F-HRTimeline
Apella Capital, LLC156,177$15.9M0.31%+1,09013F-HRTimeline
Opus Capital Group, LLC156,127$15.9M1.72%+4,32213F-HRTimeline
Avondale Wealth Management155,241$15.8M8.14%+9,00213F-HRTimeline
Peak Asset Management, LLC155,150$15.8M2.69%+2,77513F-HRTimeline
Apeiron RIA LLC141,911$15.7M3.19%+4,48813F-HRTimeline
AIRE ADVISORS, LLC153,959$15.7M2.87%+2,60513F-HRTimeline
CLARIS ADVISORS, LLC / MO /153,860$15.7M4.78%+3,16113F-HRTimeline
REAP Financial Group, LLC153,081$15.6M3.17%+11,66113F-HRTimeline
SFG Wealth Management, LLC.148,781$15.2M5.96%+4,38713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,058$14.9M0.03%+27,43313F-HR/ATimelineGroup
Stephens Consulting, LLC145,109$14.8M4.78%-1,41313F-HRTimeline
PW ADVISORS, LLC \ FL141,818$14.5M11.61%13F-HRTimeline
&PARTNERS142,731$14.5M0.08%+58,56013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…141,692$14.4M0.18%-3,07313F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC141,639$14.4M11.39%+7,86313F-HRTimeline
Compass Ion Advisors, LLC140,589$14.3M1.37%+2,55813F-HRTimeline
Hamilton Point Investment Advisors, LLC138,486$14.1M2.15%+3,68213F-HRTimeline
O'Connor Financial Group LLC129,510$14.1M5.6%+88713F-HRTimeline
MFA WEALTH ADVISORS, LLC136,391$13.9M2.94%+1,42713F-HRTimeline
Certified Advisory Corp136,364$13.9M1.27%+18,47013F-HRTimeline
Intelligence Driven Advisers, LLC135,386$13.8M1.97%-131,47513F-HRTimeline
Revolve Wealth Partners, LLC134,340$13.7M1.61%+3,46213F-HRTimeline
Simplicity Wealth,LLC133,219$13.6M0.81%+7,68413F-HRTimeline
Pine Harbor Wealth Management, LLC132,820$13.5M4.15%-8,41413F-HRTimeline
Symphony Financial, Ltd. Co.130,988$13.5M1.81%-70,13513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC128,736$13.1M0.01%+11,65313F-HRTimelineGroup
McIlrath & Eck, LLC128,170$13.1M1.21%+9,22713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…127,326$13M0.15%+34,92813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127,183$13M0.01%+6,88013F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.126,819$12.9M1.8%-2,88713F-HRTimeline
Allworth Financial LP126,734$12.9M0.05%-3,30213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC125,944$12.8M1.77%+1,74813F-HRTimeline
Objectivity Squared, LLC125,921$12.8M7.18%+3,09113F-HRTimeline
Insight Wealth Strategies, LLC124,779$12.7M1.46%-64313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC123,468$12.6M2.89%+1,34113F-HRTimeline
FAS Wealth Partners, Inc.122,308$12.5M0.81%+2,48813F-HRTimeline
HighPoint Advisor Group LLC122,076$12.4M0.27%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED120,500$12.4M0.84%+4,33213F-HRTimeline
Bucket List Wealth Management, LLC121,097$12.4M7.38%13F-HRTimeline
Cauble & Harre Wealth Management, Inc.120,163$12.3M10.27%13F-HRTimeline
Dakota Wealth Management120,128$12.3M0.22%+43,92013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC119,638$12.2M0.01%+48,45413F-HRTimelineGroup
Platform Wealth Management, LLC119,537$12.2M3.24%13F-HRTimeline