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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

552 managers (564 13F filers) reported a position in AVLV shares at 2026-06-30, 163,681,665 shares in all. 101 filers opened a position and 20 filers sold out during the quarter.

Managers
552
13F filers
564
New
101
Added
282
Reduced
112
Sold out
20
Shares held by filers
163,681,665

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,368,237$2.95B1.58%+29,966,93913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,702,541$1.71B0.85%+5,480,76213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,778,034$892M0.21%-361,28713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,226,406$843M1.42%+1,525,89413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,620,546$423M0.09%+753,11113F-HRTimelineGroup
LPL Financial LLC4,005,109$365M0.08%+908,75413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,608,727$329M0.15%+748,34813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,377,500$308M+525,967Timeline
Cerity Partners LLCgroup of 2 filers holding2,730,858$249M-98,878Timeline
Falcon Wealth Planning2,077,645$190M11.99%+107,06913F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,946,250$178M14.9%-56,23013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,797,342$164M+331,425Timeline
Waverly Advisors, LLC1,754,726$160M0.93%+88,67113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,592,353$145M0.01%+521,58613F-HRTimelineGroup
Savant Capital, LLC1,478,222$135M0.4%-34,92413F-HRTimeline
Cetera Investment Advisers1,454,277$133M0.12%+254,49313F-HRTimeline
FMR LLCin group FMR LLC1,397,539$127M0.01%+134,76513F-HRTimelineGroup
Pure Financial Advisors, LLC1,382,944$126M1.61%-65,08613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,356,674$124M12.08%-1,88013F-HRTimeline
Beaird Harris Wealth Management, LLC1,327,308$121M7.58%-15,17013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,242,346$113M2.6%-49,37913F-HRTimeline
Bridgewater Advisors Inc.1,208,088$112M6.13%+18,92313F-HRTimeline
HUB Investment Partners, LLC1,205,715$110M2.02%+75,37813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,139,973$104M0.01%-83,74213F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,130,339$103M11.74%+22813F-HRTimeline
Arax Advisory Partners1,076,147$98.2M0.65%+505,60713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,045,145$95.3M0.12%+56,66113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,040,364$94.9M8.47%+102,65113F-HRTimelineGroup
NIXON PEABODY TRUST CO1,024,753$93.5M6.61%-7,07013F-HRTimeline
&PARTNERS933,121$85.2M0.35%+41,65713F-HRTimeline
B&D White Capital Company, LLC903,710$82.4M8.2%+83,59813F-HRTimeline
ESL Trust Services, LLC843,691$77M13.12%+1,06013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP838,300$76.5M0.06%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding819,854$74.8M+47,290Timeline
Vestmark Advisory Solutions, Inc.775,298$70.7M0.66%+225,64313F-HRTimeline
Glenview Trust Co756,072$69M0.95%+55,97813F-HR/ATimeline
FAS Wealth Partners, Inc.736,028$67.1M3.5%+53,85113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC722,783$65.9M0.02%+100,69513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC706,032$64.4M0.4%-4,27813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…700,394$63.9M0.11%+4,18813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…676,877$61.7M10.69%+44,09213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…667,153$60.9M0.09%-16,62313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO660,801$60.3M<0.01%+47,50313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC651,701$59.4M0.54%+3,74613F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.636,183$58M10.98%-10013F-HRTimeline
Financial Engines Advisors L.L.C.634,091$57.8M0.1%-14,58313F-HRTimeline
Farther Finance Advisors, LLC580,568$53M0.41%+68513F-HRTimeline
JRM Investment Counsel, LLC541,727$49.4M11.96%+9,55813F-HRTimeline
UBS Group AGgroup of 2 filers holding530,486$48.4M+15,432Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN521,766$47.6M0.01%+140,35613F-HRTimelineGroup
Waterloo Capital, L.P.502,911$45.9M2.58%new13F-HRTimeline
Opus Capital Group, LLC502,053$45.8M4.44%+4,49313F-HRTimeline
Visionary Wealth Advisors494,417$45.1M1.78%+24,34813F-HRTimeline
Legacy Financial Strategies, LLC487,176$44.4M6.88%+5,32313F-HRTimeline
Tulsa Wealth Advisors, INC476,527$43.5M6.12%+68,23813F-HRTimeline
MASON STREET ADVISORS, LLC474,820$43.3M3.9%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc448,575$40.9M13.55%new13F-HRTimeline
Global Strategic Investment Solutions, …444,515$40.5M3.63%-224,77513F-HRTimeline
Aprio Wealth Management, LLC421,374$38.4M1.9%-12,43013F-HRTimeline
Integrated Wealth Concepts LLC417,725$38.1M0.19%new13F-HRTimeline
N.E.W. Advisory Services LLC406,520$37.1M2.48%+15,84813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA393,553$35.9M0.01%+56,85513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC372,316$34M10.68%+22,46813F-HRTimeline
Leading Edge Financial Planning LLC367,041$33.5M5.96%+19,68213F-HRTimeline
Chicago Partners Investment Group LLC358,021$32.8M0.66%+11,02813F-HRTimeline
Apella Capital, LLC350,410$31.9M0.45%+25,16413F-HRTimeline
Symmetry Partners, LLC344,510$31.4M1.6%+12,28413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS336,376$30.7M3.12%+187,42413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC324,251$29.7M4.26%+199,89213F-HRTimeline
Three Cord True Wealth Management, LLC312,452$28.5M13.56%+16,29013F-HRTimeline
MML INVESTORS SERVICES, LLC309,512$28.2M0.06%+102,98913F-HRTimeline
Fonville Wealth Management LLC294,650$26.9M4.39%+30,72513F-HRTimeline
River Road Asset Management, LLC293,193$26.7M0.3%new13F-HRTimeline
McMill Wealth Management291,738$26.6M6.47%+1,95513F-HR/ATimeline
Cornerstone Wealth Partners, LLC279,084$25.5M11.83%+25,77913F-HRTimeline
Austin Wealth Management, LLC267,001$24.5M5.17%+1,47213F-HRTimeline
AIRE ADVISORS, LLC267,585$24.4M3.97%+2,10713F-HRTimeline
Nova R Wealth, Inc.259,158$23.6M6.9%+7,30413F-HRTimeline
Arlington Financial Advisors, LLC253,772$23.1M2.94%+1,89713F-HRTimeline
REAP Financial Group, LLC250,615$22.9M3.9%+20,93913F-HRTimeline
Meritas Wealth Management, LLC248,212$22.6M8.84%+17,08013F-HRTimeline
Ullmann Wealth Partners Group, LLC247,158$22.5M2.05%+5,42713F-HRTimeline
WJ Interests, LLC246,306$22.5M8.66%+67,37813F-HRTimeline
FIDELITY D & D BANCORP INC246,107$22.4M7.7%+24,58813F-HRTimeline
Clearwater Capital Advisors, LLC246,027$22.4M1.64%+7,17713F-HRTimeline
Keener Financial Planning LLC245,336$22.4M8%+14,47913F-HRTimeline
Oceanside Advisors LLC243,901$22.2M11.23%+2,17213F-HRTimeline
HILL ISLAND FINANCIAL LLC237,431$21.7M4.62%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.236,633$21.6M15.06%-9,90313F-HRTimeline
Private Advisor Group, LLC229,963$21M0.1%+72,35813F-HRTimeline
Heritage Wealth Management, Inc. /CA/227,848$20.8M10.36%+2,67713F-HRTimeline
Providence Financial Advisors, LLC225,587$20.6M11.7%+15,26013F-HRTimeline
Advantage Trust Co222,996$20.3M7.16%+11,44913F-HRTimeline
Shotwell Rutter Baer Inc210,507$19.2M10.54%-6,07513F-HRTimeline
NewEdge Advisors, LLC210,461$19.2M0.06%+18,82913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS225,021$19M5.21%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding208,214$19M-1,115,077Timeline
Perigon Wealth Management, LLC203,328$18.5M0.29%+12,96513F-HRTimeline
BostonPremier Wealth LLC203,126$18.5M7.87%+7,27813F-HRTimeline
Kooman & Associates201,011$18.3M4.92%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC199,347$18.2M0.34%+99,23513F-HRTimeline
Verus Financial Partners, Inc.197,709$18M1.54%-59,66413F-HRTimeline
Pine Harbor Wealth Management, LLC194,067$17.7M4.74%+6,35913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…191,479$17.5M0.57%-3,11213F-HRTimelineGroup
Atria Investments, Inc187,597$17.1M0.17%-5,93213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP187,274$17.1M0.02%-2,85513F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC186,096$17M0.05%+14,08913F-HRTimelineGroup
Valued Wealth Advisors LLC183,729$16.8M6.09%-3,82613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC183,567$16.7M3.42%+42413F-HRTimeline
MFA WEALTH ADVISORS, LLC182,168$16.6M2.83%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC181,790$16.6M4.25%-1,01113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp178,594$16.3M<0.01%+172,17713F-HRTimelineGroup
Certified Advisory Corp176,900$16.1M1.3%+2,55813F-HRTimeline
Krilogy Financial LLC171,466$15.6M0.46%-2,42813F-HRTimeline
Northland Capital Management LLC169,703$15.5M8.34%-96,93513F-HRTimeline
Greenwich Wealth Management LLC164,554$15M0.55%+2,36113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC163,551$14.9M8.71%+1,99213F-HRTimeline
Kings Path Partners LLC163,487$14.9M3.97%+23,75613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding162,302$14.8M-10,050Timeline
AE Wealth Management LLC161,076$14.7M0.07%+95,20713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…159,480$14.5M0.16%+85013F-HRTimelineGroup
McLean Asset Management Corp156,329$14.4M1.9%+13,79613F-HRTimeline
WCG Wealth Advisors LLC154,047$14.1M0.33%-3,03413F-HRTimeline
HighTower Advisors, LLC150,713$13.7M0.01%-1,12113F-HRTimeline
Beacon Pointe Advisors, LLC150,062$13.7M0.06%-48,81913F-HRTimeline
Financial Futures Ltd Liability Co.149,691$13.7M5.2%+3,52913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.145,009$13.2M9.32%+66413F-HRTimeline
KILNER CAPITAL ADVISORS, LLC144,529$13.2M11.29%-2,98013F-HRTimeline
Mach-1 Financial Group, LLC142,794$13M5.05%-14,33613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP140,975$12.8M0.01%+47,98313F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…139,604$12.7M5.08%-2,70213F-HRTimeline
Fortitude Family Office, LLC138,251$12.6M2.46%+7,23013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,212$12.4M0.01%+17,94113F-HRTimelineGroup
Pacific Life Fund Advisors LLC131,386$12M1.32%-100,57913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV129,630$11.8M0.56%+6,28313F-HRTimeline
Summit Financial, LLC128,821$11.7M0.13%-17,58213F-HRTimeline
SAGE RHINO CAPITAL LLC128,798$11.7M1.93%+1,58513F-HRTimeline
Quadcap Wealth Management, LLC126,947$11.6M1.13%+8,70613F-HRTimeline
Bauman Advisory Group, LLC126,848$11.6M6.13%new13F-HRTimeline
MB Generational Wealth, LLC126,413$11.5M5.65%-58013F-HRTimeline
Foundry Financial Group, Inc.125,841$11.5M4.96%+53313F-HRTimeline
EnRich Financial Partners LLC125,803$11.5M2.73%+25,80113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC124,756$11.4M<0.01%+14,73113F-HRTimelineGroup
Summit Wealth Partners, LLC124,703$11.4M1.62%+13,74113F-HRTimeline
Creative Planningin group Creative Planning120,860$11M0.01%+9,81913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV120,021$10.9M0.01%-42913F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …117,374$10.7M0.07%+8,07513F-HRTimelineGroup
Ridgeline Wealth, LLC117,201$10.7M6.25%+4,11713F-HRTimeline
Trailhead Planners LLC116,585$10.6M10.28%-14,10513F-HRTimeline
Forthright Family Wealth Advisory LLC116,048$10.6M5.99%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding114,304$10.5M+57,647Timeline
Networth Advisors, LLC114,938$10.5M6.09%+14,20213F-HRTimeline
Bridgewealth Advisory Group, LLC114,280$10.4M1.97%+4,32013F-HRTimeline
Team Financial Group, LLC112,982$10.3M4.37%+56,18313F-HRTimeline
ATLas Financial Planning LLC110,327$10.1M8.16%+6,33413F-HRTimeline
Seros Financial, LLC109,073$9.95M5.18%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC108,993$9.94M1.22%+4,16713F-HRTimeline
ANDERSON HOAGLAND & CO105,513$9.62M0.75%-3,30513F-HRTimeline
TrustWell Financial Advisors, LLC105,354$9.61M8.15%-11,40413F-HRTimeline
Vestment Financial LLC102,182$9.33M4.18%+2,61313F-HRTimeline
Strategic Blueprint, LLC101,276$9.24M0.46%-4,82813F-HRTimeline
1ST SOURCE BANK101,166$9.23M0.42%new13F-HRTimeline
PCG Wealth Advisors, LLC100,617$9.18M2.05%-9213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC100,249$9.14M5.47%-8,73913F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC99,991$9.12M4.66%13F-HRTimeline
Mariner, LLCin group Mariner, LLC97,448$8.89M0.01%-17,34013F-HRTimelineGroup
Yardley Wealth Management LLC96,964$8.84M4.02%+1,41913F-HRTimeline
S&A Financial Services, Inc.95,843$8.74M5.34%+15,69913F-HRTimeline
Strategent Financial, LLC94,518$8.62M4.97%+6,04813F-HRTimeline
EP Wealth Advisors, LLC93,334$8.51M0.03%+89,88813F-HRTimeline
Prosperity Planning, Inc.91,798$8.37M1.92%+4,18113F-HRTimeline
Echo Wealth Management, LLC91,242$8.32M4.25%+2,85313F-HRTimeline
ENTREWEALTH, LLC88,656$8.3M3.08%+4,04913F-HRTimeline
Premier Path Wealth Partners, LLC90,846$8.29M0.95%+8,60913F-HRTimeline
Ducere Wealth Management LLC85,923$7.84M2.36%new13F-HRTimeline
White Pine Investment CO84,938$7.75M1.65%+51513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…82,521$7.53M0.83%+9,16813F-HRTimeline
AlphaCore Capital LLC81,990$7.48M0.14%-3,96313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC81,667$7.45M0.12%new13F-HRTimeline
Factor Wealth Management LTD81,585$7.44M1.12%-11,56813F-HRTimeline
Burk Holdings LLC80,870$7.38M2.73%+12,60913F-HRTimeline
Midwest Financial Group LLC79,903$7.29M2.56%+10,13913F-HRTimeline
SRH ADVISORS, LLC78,461$7.16M1.82%+8,03013F-HRTimeline
Cascade Financial Partners, LLC78,358$7.15M0.62%+15,78013F-HRTimeline
Fulton Bank, N.A.76,248$6.95M0.21%+70,55513F-HRTimeline
Quantinno Capital Management LP75,666$6.9M0.01%+14,10013F-HRTimeline
Larson Financial Group LLC74,418$6.79M0.18%-2,07913F-HRTimeline
Keel Point, LLC73,762$6.73M0.4%+70,23213F-HRTimeline
Financial Partners Group, Inc73,687$6.72M0.68%+43,88713F-HRTimeline
Tillman Hartley LLC70,793$6.46M1.45%+22,86413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,626$6.44M0.01%+16,89213F-HRTimelineGroup
Investment Advisory Group, LLC68,422$6.24M1.35%+54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,082$6.21M0.01%+10,25413F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC67,712$6.18M0.61%+8,94813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …66,400$6.06M0.79%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK65,517$5.98M0.03%+6,34513F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC65,405$5.97M2.34%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL65,370$5.96M0.02%-121,74513F-HRTimeline
CARDIFF PARK ADVISORS, LLC65,029$5.93M0.46%-57813F-HRTimeline
Madrid Wealth Management, LLC64,556$5.89M3.86%+6,04013F-HRTimeline