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Disclosery

AVUV AMERICAN CENTY ETF TR

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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
Creative Planningin group Creative Planning20,195,491$2.23B1.51%+1,350,72913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding9,150,506$1.01B+599,098Timeline
LPL Financial LLC6,527,850$721M0.19%+1,052,61113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,300,915$365M0.02%+315,85913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,034,785$335M+111,727Timeline
Truepoint, Inc.2,871,933$317M7.07%+24,78313F-HRTimeline
Mason Investment Advisory Services, Inc.2,833,098$313M14.45%-11,74013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,823,632$312M0.02%+330,42113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,480,157$274M0.06%+402,12813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,392,956$264M0.16%+79,76413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,742,086$192M0.04%+358,22313F-HR/ATimelineGroup
Plancorp, LLC1,469,326$169M4.79%+109,14213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,486,333$164M0.05%+182,30713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,450,048$160M+172,572Timeline
HighTower Advisors, LLC1,412,354$156M0.17%+94,34013F-HRTimeline
Waverly Advisors, LLC1,410,331$156M1.17%+97,78313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,366,089$151M0.22%+27,74013F-HRTimelineGroup
Unison Advisors LLC1,328,533$147M11.13%+14,89413F-HRTimeline
TCI Wealth Advisors, Inc.1,212,762$134M7.11%+67,76713F-HRTimeline
Evensky & Katz LLC1,200,901$133M7.55%-24,06513F-HRTimeline
Sequoia Financial Advisors, LLC1,087,142$120M0.67%+72,84913F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,051,667$116M2.96%-21,05713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC960,379$106M0.51%+193,68213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC952,248$105M0.15%+51,52813F-HRTimeline
RW Investment Management LLC914,627$101M9.78%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA885,613$97.8M0.02%+87,37113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC875,683$96.7M0.05%+80,03413F-HRTimelineGroup
Avantax Planning Partners, Inc.862,566$95.3M2.62%+3,79513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO867,864$94M0.01%+19,24813F-HR/ATimelineGroup
Cetera Investment Advisers755,647$83.5M0.09%+96,96613F-HRTimeline
Beaird Harris Wealth Management, LLC748,037$82.6M5.62%+10,71113F-HRTimeline
Foster Group, Inc.702,392$77.6M2.31%-24,78213F-HRTimeline
Symmetry Partners, LLC677,534$74.8M4.28%+14,74013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC632,849$69.9M7.51%-12,69813F-HRTimeline
Cresset Asset Management, LLC623,763$68.9M0.3%-16,17413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC619,938$68.5M12.09%+10213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding614,091$67.8M+100,252Timeline
Petersen Hastings Wealth Advisors Inc.610,884$67.5M6.18%+14,43113F-HRTimeline
PDS Planning, Inc603,359$66.7M4.4%+1,44013F-HRTimeline
Meredith Wealth Planning591,966$65.4M17.72%+8,39913F-HRTimeline
Krilogy Financial LLC562,877$65.1M2.1%-9,83413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC563,090$62.2M3.35%-105,57213F-HRTimeline
Farther Finance Advisors, LLC558,513$61.8M0.58%+113,59513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…543,168$60M3.87%-2,55813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP532,605$56.1M0.08%+2,84813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC499,530$55.2M0.06%+109,10813F-HRTimelineGroup
Burton Enright Welch487,601$53.9M7.32%+14,50213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…470,834$52M0.03%+28,90013F-HRTimelineGroup
Cornerstone Wealth Partners, LLC467,881$51.7M29.32%+61,67113F-HRTimeline
Parcion Private Wealth LLC460,638$50.9M3.15%+60,35413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding460,586$50.9M+1,166Timeline
Marquette Asset Management, LLC454,662$50.2M7.51%-1,23613F-HRTimeline
QUARRY HILL ADVISORS, LLC415,067$48.8M20.07%+8,03013F-HRTimeline
Prime Capital Investment Advisors, LLC439,214$48.5M0.56%-288,29313F-HRTimeline
Werba Rubin Papier Wealth Management432,808$47.8M6.66%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC428,174$47.3M9.06%+56,09713F-HRTimeline
Empirical Financial Services, LLC d.b.a…414,659$45.8M0.8%+19,89013F-HRTimeline
Team Hewins, LLC413,588$45.7M13.58%+23,80113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO410,476$45.3M0.96%-42,61013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…406,905$45.3M0.1%-8,88213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP411,029$44.9M0.02%+119,19013F-HRTimelineGroup
AlphaCore Capital LLC404,540$44.7M1.06%-6,76013F-HRTimeline
Independent Advisor Alliance395,340$43.7M0.47%+349,63913F-HRTimeline
MEANS INVESTMENT CO., INC.394,029$43.5M3.8%-2,57513F-HRTimeline
Financial Partners Group, Inc391,650$43.3M5.18%+1,22613F-HRTimeline
HB Wealth Management, LLC361,409$39.9M0.26%-4,07713F-HRTimeline
BWM Planning, LLC350,329$38.7M10.21%+8,32613F-HRTimeline
Three Arch Wealth Management LLC343,505$37.9M6.82%+9,68413F-HRTimeline
TruWealth Advisors, LLC341,689$37.7M1.81%+7,06513F-HRTimeline
CWM, LLCin group CWM, LLC340,064$37.6M0.1%+2,40313F-HRTimelineGroup
Summit Portfolio Management, LTD.333,964$36.9M23.73%13F-HRTimeline
Glenview Trust Co332,823$36.8M0.58%+8,99313F-HRTimeline
Savvy Advisors, Inc.330,824$36.5M0.98%+312,64913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…329,700$36.4M12.3%+2,50513F-HRTimeline
MAI Capital Management329,451$36.4M0.21%+5,77813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC327,517$36.2M6.06%-13,16913F-HRTimeline
Greenline Partners, LLC326,413$36.1M3.88%+8,25313F-HRTimeline
Cambridge Investment Research Advisors,…320,240$35.4M0.09%+51,71513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …315,036$34.8M0.68%-18,35313F-HRTimelineGroup
3EDGE Asset Management, LP314,694$34.6M1.67%new13F-HRTimeline
Bare Financial Services, Inc311,497$34.4M9.1%+7,85313F-HRTimeline
ENZI WEALTH311,148$34.4M11.93%+20,46213F-HRTimeline
Venturi Wealth Management, LLC307,061$33.9M1.53%+32,74813F-HRTimeline
Kondo Wealth Advisors, Inc.306,161$33.8M12.73%+1,48313F-HRTimeline
Sherrill & Hutchins Financial Advisory,…306,117$33.8M19.97%-6,24113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding301,853$33.3M+7,745Timeline
Creative Capital Management Investments…299,879$33.1M9.51%-83413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC286,201$33M5.06%+8,11913F-HRTimeline
WMG Financial Advisors, LLC289,163$31.9M13.33%-10,20213F-HRTimeline
Valued Wealth Advisors LLC288,962$31.9M12.94%+9,05913F-HRTimeline
N.E.W. Advisory Services LLC285,372$31.5M2.36%-21,10313F-HRTimeline
High Probability Advisors, LLC280,293$31M3.96%-30,34313F-HRTimeline
Avior Wealth Management, LLC279,586$30.9M0.88%-13,17713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…274,735$30.3M4.16%+11,78413F-HRTimeline
Hill Investment Group Partners, LLC271,433$30M3.31%+17,76513F-HRTimeline
Quent Capital, LLC267,405$29.5M2.1%+16,13913F-HRTimeline
Bluespring Wealth Management, LLC267,027$29.5M2.54%-99813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC266,876$29.5M12.93%-4,14813F-HRTimeline
Fonville Wealth Management LLC260,300$28.8M5.47%+16,94613F-HRTimeline
Falcon Wealth Planning260,049$28.7M1.96%+8,09813F-HRTimeline
Oakwell Private Wealth Management, LLC256,892$28.4M5.07%+18,42713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DEFINE FINANCIAL, LLC248,904$27.5M14.92%+1,22713F-HRTimeline
Allegiance Financial Group Advisory Ser…246,596$27.2M5.42%+12,62513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC241,735$26.7M0.11%-4,36913F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC237,835$26.3M3.98%+9,11513F-HRTimeline
L2 Asset Management, LLC236,520$26.1M2.49%+130,72913F-HRTimeline
Chicago Partners Investment Group LLC217,672$25.7M0.58%-1,87613F-HRTimeline
Morton Brown Family Wealth, LLC232,530$25.7M6.79%+7,08113F-HRTimeline
Meritas Wealth Management, LLC227,231$25.1M11.35%+22,29213F-HRTimeline
COWA, LLC226,570$25M6.75%-2,26113F-HRTimeline
Lifelong Wealth Advisors, Inc.224,536$24.8M6.62%-1,86413F-HRTimeline
Harbor Group, Inc.223,950$24.7M3.58%-4,44213F-HRTimeline
Wealth Architects, LLC223,607$24.7M2.2%+50513F-HRTimeline
Tarbox Family Office, Inc.221,869$24.5M3.98%+2,87013F-HRTimeline
New England Capital Financial Advisors …218,324$24.1M6.6%-19413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.217,361$24M0.04%+56,13113F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT217,059$24M4.48%-4,02613F-HRTimeline
HMV Wealth Advisors, LLC215,726$23.8M11.2%+13,61913F-HRTimeline
Gateway Wealth Partners, LLC215,708$23.8M0.93%+124,11013F-HRTimeline
Great Point Wealth Advisors, LLC215,011$23.8M4.38%+11,70813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC214,582$23.7M6.78%+1,55813F-HRTimeline
WJ Interests, LLC210,747$23.3M8.94%+10,76213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC209,792$23.2M0.18%+15,33613F-HRTimelineGroup
JRM Investment Counsel, LLC206,412$22.8M6.07%+31,51013F-HRTimeline
Flaharty Asset Management, LLC206,389$22.8M2.83%-3,42213F-HRTimeline
Highland Financial Advisors, LLC204,647$22.6M5.97%+10,60013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,435$22.5M0.25%+76,10913F-HRTimelineGroup
Atria Investments, Inc202,759$22.4M0.25%-24,60813F-HRTimeline
Drake & Associates, LLC202,475$22.4M4.26%+22,65013F-HRTimeline
MML INVESTORS SERVICES, LLC200,263$22.1M0.06%-15,58213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…198,445$21.9M0.27%+56,75313F-HRTimelineGroup
NewEdge Advisors, LLC197,714$21.8M0.08%+30,46813F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC196,951$21.8M3.27%+16,96113F-HRTimeline
Flagstone Financial Management193,507$21.4M5.31%+2,03813F-HRTimeline
Parkshore Wealth Management, Inc.193,102$21.3M7.13%+10,38113F-HRTimeline
Fort Vancouver Investment Management, L…192,383$21.3M10.79%+4,92113F-HRTimeline
ROTHSCHILD INVESTMENT LLC191,935$21.2M1.11%+4,72213F-HRTimeline
FIRST MERCHANTS CORP188,387$20.8M0.79%+13,31013F-HRTimeline
WCG Wealth Advisors LLC188,356$20.8M0.58%-4,69513F-HRTimeline
Financial Synergies Wealth Advisors, In…185,094$20.4M1.95%+1,15313F-HRTimeline
BFSG, LLC183,392$20.3M1.92%+3,82413F-HRTimeline
STOCK YARDS BANK & TRUST CO182,196$20.1M0.63%+6,77113F-HRTimeline
Certified Advisory Corp181,025$20M1.79%+44,66113F-HRTimeline
&PARTNERS180,200$20M0.1%+37,46913F-HRTimeline
Betterment LLC179,055$19.8M0.04%+3,69313F-HRTimeline
Zhang Financial LLC178,134$19.7M0.68%+14,00113F-HRTimeline
MB Generational Wealth, LLC177,158$19.6M10.82%+30913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding176,744$19.5M+3,243Timeline
Private Advisor Group, LLC175,311$19.4M0.09%+18,25513F-HRTimeline
LIBRA WEALTH LLC174,008$19.2M5.42%+13,28813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…172,205$19M0.74%-20,72013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC171,850$19M0.01%+43,11413F-HRTimelineGroup
Modern Wealth Management, LLC168,454$18.6M0.32%-26,08513F-HRTimeline
REAP Financial Group, LLC168,652$18.6M3.68%+15,57113F-HRTimeline
STOLZ & ASSOCIATES, PS159,658$18.5M12.89%-1,48513F-HRTimeline
Mraz, Amerine & Associates, Inc.166,886$18.4M2.72%-1,53213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP166,182$18.4M0.02%-23,09213F-HRTimelineGroup
PW ADVISORS, LLC \ FL165,955$18.3M13.73%+24,13713F-HRTimeline
Invariant Investment Management157,464$18.2M11.19%+6,98413F-HRTimeline
Wheelhouse Advisory Group LLC163,828$18.1M6%new13F-HRTimeline
BetterWealth, LLC163,756$18.1M3.55%+3,46113F-HRTimeline
Peak Asset Management, LLC163,285$18M3.18%+8,13513F-HRTimeline
OneDigital Investment Advisors LLC162,931$18M0.18%+59,41813F-HRTimeline
Quantum Financial Advisors, LLC158,751$17.5M1.97%+1,90613F-HRTimeline
SAGE RHINO CAPITAL LLC158,364$17.5M3.27%-36613F-HRTimeline
Apella Capital, LLC148,555$17.5M0.26%-7,62213F-HRTimeline
Avondale Wealth Management157,244$17.4M8.54%+2,00313F-HRTimeline
Opus Capital Group, LLC156,831$17.3M1.86%+70413F-HRTimeline
HighPoint Advisor Group LLC154,876$17.1M0.72%+32,80013F-HRTimeline
AIRE ADVISORS, LLC154,794$17.1M3.13%+83513F-HRTimeline
Wallington Asset Management, LLC154,271$17M2.27%-2,85913F-HRTimeline
Arlington Financial Advisors, LLC154,197$17M2.43%-2,89013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding142,821$16.9M+34,011Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…153,312$16.9M0.03%+7,25413F-HRTimelineGroup
ABLE Financial Group, LLC152,825$16.9M3.3%-11,29113F-HRTimeline
Foundations Investment Advisors, LLC152,217$16.8M0.21%+132,26013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/151,300$16.7M0.01%+24,11713F-HRTimelineGroup
HHM Wealth Advisors, LLC150,429$16.6M1.92%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /149,187$16.5M4.93%-4,67313F-HRTimeline
SFG Wealth Management, LLC.148,814$16.4M6.77%+3313F-HRTimeline
Smartleaf Asset Management LLC150,051$16.2M0.59%-13,83713F-HRTimeline
Compass Ion Advisors, LLC144,217$15.9M1.52%+3,62813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC143,534$15.9M0.01%+23,89613F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC142,800$15.8M12.45%+1,16113F-HRTimeline
Integrated Wealth Concepts LLC140,605$15.5M0.12%+52,38113F-HRTimeline
Hamilton Point Investment Advisors, LLC140,111$15.5M2.38%+1,62513F-HRTimeline
MFA WEALTH ADVISORS, LLC138,630$15.3M3.01%+2,23913F-HRTimeline
Apeiron RIA LLC137,232$15.2M3.51%-4,67913F-HRTimeline
Merit Financial Group, LLC135,733$15M0.11%+30,50813F-HRTimeline
NOTTINGHAM ADVISORS, INC.135,627$15M1.93%+8,80813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV135,110$14.9M0.02%+21,99813F-HRTimeline
NWAM LLC133,933$14.8M0.85%+20,36413F-HRTimeline
Symphony Financial, Ltd. Co.132,821$14.6M1.93%+1,83313F-HRTimeline
Simplicity Wealth,LLC131,829$14.6M0.83%-1,39013F-HRTimeline
Family Investment Center, Inc.131,416$14.5M2.79%-40,37013F-HRTimeline
Pine Harbor Wealth Management, LLC129,999$14.4M4.3%-2,82113F-HRTimeline
McIlrath & Eck, LLC129,770$14.3M1.06%+1,60013F-HRTimeline
B&D White Capital Company, LLC129,604$14.3M1.77%+70,48513F-HRTimeline
FAS Wealth Partners, Inc.128,382$14.2M0.88%+6,07413F-HRTimeline
O'Connor Financial Group LLC128,346$14.2M5.8%-1,16413F-HRTimeline