Home › AVUS

Who holds AVUS

AMERICAN CENTY ETF TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
HB Wealth Management, LLC6.0M$771.9M4.3%
AMERICAN CENTURY COMPANIES INC4.5M$582.7M0.3%
Oak Root LLC2.9M$372.2M41.1%
LPL Financial LLC2.5M$325.5M0.1%
MASECO LLP2.4M$304.6M8.6%
Annex Advisory Services, LLC2.0M$259.4M4.4%
ENVESTNET ASSET MANAGEMENT INC2.0M$257.3M0.1%
Focus Partners Wealth2.0M$250.3M0.3%
FIFTH THIRD BANCORP1.8M$225.9M0.4%
Prime Capital Investment Advisors, LLC1.8M$225.8M2.2%
Financial Plan, Inc.1.4M$182.9M17.4%
COMMONWEALTH EQUITY SERVICES, LLC1.4M$180.9M0.2%
Great Point Wealth Advisors, LLC1.2M$151.5M24.5%
Beacon Pointe Advisors, LLC1.1M$144.2M0.7%
Corient Private Wealth LP1.1M$141.0M0.2%
Modera Wealth Management, LLC1.1M$137.9M1.5%
TRAPHAGEN INVESTMENT ADVISORS LLC1.0M$130.1M9.3%
MORGAN STANLEY999.4K$128.0M0.0%
MERCER GLOBAL ADVISORS INC /ADV982.1K$125.8M0.2%
RAYMOND JAMES FINANCIAL INC971.5K$124.4M0.0%
BANK OF AMERICA CORP /DE/967.4K$123.9M0.0%
Creative Planning938.1K$120.2M0.1%
PARK AVENUE SECURITIES LLC914.8K$117.2M0.7%
Quantum Financial Advisors, LLC907.6K$116.2M11.5%
Bank of New York Mellon Corp879.3K$112.6M0.0%
RVW Wealth, LLC826.5K$105.9M7.0%
Bridgewater Advisors Inc.810.6K$104.8M5.7%
Cetera Investment Advisers816.5K$104.6M0.1%
Werba Rubin Papier Wealth Management767.3K$98.3M11.9%
McLean Asset Management Corp751.1K$95.8M12.7%
B&D White Capital Company, LLC737.3K$94.4M9.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO731.7K$93.7M0.1%
Simplicity Wealth,LLC702.2K$89.9M3.0%
BCR Wealth Strategies, LLC689.3K$88.3M24.8%
Cresset Asset Management, LLC666.5K$85.4M0.3%
Savant Capital, LLC655.1K$83.9M0.2%
SC&H Financial Advisors, Inc.643.5K$82.4M10.9%
CALIBER WEALTH MANAGEMENT, LLC / KS628.8K$80.5M7.8%
Rockwood Wealth Management, LLC606.0K$77.6M4.9%
McGlone Suttner Wealth Management, Inc.529.0K$67.8M7.9%
Plancorp, LLC527.6K$67.4M1.6%
ACCREDITED INVESTOR SERVICES, LLC517.5K$66.3M37.4%
WMG Financial Advisors, LLC506.5K$64.9M24.4%
OneDigital Investment Advisors LLC496.5K$63.6M0.5%
CPC Advisors, LLC492.9K$63.1M8.5%
Gradient Investments LLC483.5K$61.9M0.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC471.4K$60.0M0.1%
Geometric Wealth Advisors445.8K$57.1M6.2%
Focus Partners Advisor Solutions, LLC442.4K$56.7M0.5%
Strategic Blueprint, LLC440.8K$56.5M2.8%
CORRECT CAPITAL WEALTH MANAGEMENT436.6K$55.9M9.6%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC435.5K$55.8M16.6%
Rockefeller Capital Management L.P.434.8K$55.7M0.1%
WCG Wealth Advisors LLC434.0K$55.6M1.3%
Indivisible Partners430.4K$55.1M3.1%
AWM CAPITAL, LLC421.1K$53.9M4.3%
Tortoise Investment Management, LLC415.6K$53.2M4.0%
Waverly Advisors, LLC407.5K$52.2M0.3%
MML INVESTORS SERVICES, LLC396.8K$50.8M0.1%
LEGACY FINANCIAL GROUP, INC.390.1K$50.0M11.7%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}