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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

556 managers (568 13F filers) reported a position in AVLV shares at 2026-06-30, 163,877,513 shares in all. 101 filers opened a position and 20 filers sold out during the quarter.

Managers
556
13F filers
568
New
101
Added
285
Reduced
113
Sold out
20
Shares held by filers
163,877,513

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
Madrid Wealth Management, LLC64,556$5.89M3.86%+6,04013F-HRTimeline
Paladin Advisory Group, LLC61,741$5.63M3.74%+30413F-HRTimeline
Werba Rubin Papier Wealth Management61,694$5.63M0.68%-1,65613F-HRTimeline
ABLE Financial Group, LLC60,876$5.55M0.93%+4,65613F-HRTimeline
Kingsview Wealth Management, LLC59,450$5.42M0.07%+4,77713F-HRTimeline
Wealth Enhancement Trust Services, Inc.57,494$5.24M0.58%+17,94613F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…57,070$5.21M1.61%+2,36613F-HRTimelineGroup
Altar Rock LLC56,763$5.18M7.56%+53213F-HRTimeline
CRA Financial Services, LLC56,655$5.17M0.6%+3,21813F-HRTimeline
Greenspring Advisors, LLC56,566$5.16M0.29%+1,07113F-HRTimeline
Navigoe, LLC56,347$5.14M2.69%+74913F-HRTimeline
Sovran Advisors, LLC54,213$5M0.37%-72913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC54,172$4.94M0.19%-89513F-HRTimeline
Tenzing Financial LLC53,401$4.87M3.34%-46113F-HRTimeline
Mattern Wealth Management LLC53,141$4.85M0.8%+24,00013F-HRTimeline
PFC CAPITAL GROUP, INC.51,764$4.72M1.82%+1,08313F-HRTimeline
Ballast Financial Advisors LLC51,252$4.67M4.23%-46813F-HRTimeline
Pasadena Private Wealth, LLC50,286$4.59M0.59%-3,87613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC49,318$4.5M1.61%-59413F-HRTimeline
Cauble & Harre Wealth Management, Inc.47,123$4.3M3.45%+5,98613F-HRTimeline
Stone Summit Wealth LLC47,117$4.3M1.09%-28913F-HRTimeline
Ruedi Wealth Management, Inc.47,015$4.29M1.01%-3613F-HRTimeline
WMG Financial Advisors, LLC46,186$4.21M1.59%-4,59913F-HRTimeline
Decker Retirement Planning Inc.45,063$4.11M1.4%+5,11913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC45,054$4.11M0.48%+14,13313F-HRTimeline
Sarver Vrooman Wealth Advisors44,966$4.11M2.45%+61313F-HRTimeline
Mendota Financial Group, LLC44,852$4.09M2.54%+13,79013F-HRTimeline
Hudson Oak Wealth Advisory LLC44,804$4.09M3.15%+3513F-HRTimeline
Vawter Financial, Ltd.44,786$4.08M1.54%+2,85313F-HRTimeline
Orion Capital Management LLC43,377$3.96M1.23%+4,42513F-HRTimeline
Arsenal Capital Advisors LLC43,244$3.94M2.33%+14,65813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,218$3.94M0.07%+24,55813F-HRTimelineGroup
Dynamic Advisor Solutions LLC42,452$3.87M0.11%+1,09413F-HRTimeline
LRI Investments, LLC42,375$3.87M0.31%013F-HRTimeline
TCI Wealth Advisors, Inc.41,919$3.82M0.17%+3,03113F-HRTimeline
Frankly Finances, LLC41,894$3.82M3.02%-58013F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.41,373$3.77M0.88%+73313F-HRTimeline
SEEDS INVESTOR LLC41,344$3.77M0.39%+19,11513F-HRTimeline
Herold Advisors, Inc.41,231$3.76M0.74%+5,75813F-HRTimeline
Plum Street Advisors, LLC40,871$3.73M1.19%+6,84213F-HRTimeline
Midwest Heritage Bank, FSB40,854$3.73M1.06%+46813F-HRTimeline
Armbruster Capital Management, Inc.39,958$3.64M0.54%-8,95013F-HRTimeline
KEB ASSET MANAGEMENT, LLC39,856$3.64M0.59%+6,03513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,960$3.55M0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…38,429$3.5M0.01%+1,85613F-HR/ATimeline
Kane Co Wealth Management, Inc.38,275$3.49M2.65%-1,23913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC37,151$3.39M1.23%+6213F-HRTimeline
GUIDANCE CAPITAL, INC36,654$3.37M0.72%-1,00013F-HRTimeline
Sprinkle Financial Consultants LLC36,907$3.37M1.32%+6,82313F-HRTimeline
Well Done, LLC36,677$3.35M0.45%+2,40213F-HRTimeline
Vannoy Advisory Group, Inc.36,082$3.29M1.86%-1,33913F-HRTimeline
Tortoise Investment Management, LLC36,038$3.29M0.24%+1,68713F-HRTimeline
Plancorp, LLC35,559$3.26M0.08%013F-HRTimeline
Legacy Edge Advisors, LLC35,758$3.26M0.3%+2,85913F-HR/ATimeline
Modern Wealth Management, LLC35,371$3.23M0.04%-50,37613F-HRTimeline
Qube Research & Technologies Ltd35,034$3.2M<0.01%-28,93113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,391$3.14M<0.01%+9,32213F-HRTimelineGroup
Dana Investment Advisors, Inc.33,750$3.08M0.08%+20,06013F-HRTimeline
Modera Wealth Management, LLC33,594$3.06M0.03%new13F-HRTimeline
Summit Financial Strategies, Inc.33,473$3.05M0.21%-3,04113F-HRTimeline
Global Retirement Partners, LLC33,322$3.04M0.05%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,117$3.02M0.02%+11,43513F-HRTimelineGroup
Waterfront Wealth Inc.31,712$2.91M0.45%+28,67713F-HRTimeline
Western Wealth Management, LLC31,808$2.9M0.09%+11,90813F-HRTimeline
Advisory Services Network, LLC31,595$2.88M0.03%+9,61813F-HRTimeline
Cypress Point Wealth Management, LLC30,797$2.81M0.57%+113F-HRTimeline
CAP Partners, LLC30,481$2.78M1.36%+1,00913F-HRTimeline
Curtis Advisory Group, LLC30,467$2.78M0.54%+52713F-HRTimeline
Pacific Asset Management, LLC30,401$2.77M1.36%+37413F-HRTimeline
LexAurum Advisors, LLC30,366$2.77M0.32%+3,50613F-HRTimeline
TIAAgroup of 3 filers holding30,118$2.75M+27,121Timeline
IF Advisors, LLC30,094$2.74M1.8%+3,22113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC30,000$2.74M0.14%013F-HRTimeline
Equity Wealth Partners, LLC29,583$2.7M0.97%+20013F-HRTimeline
Savvy Advisors, Inc.29,409$2.68M0.06%+16,42213F-HRTimeline
Merit Financial Group, LLC29,172$2.66M0.02%+55113F-HR/ATimeline
ORBA Wealth Advisors, L.L.C.28,462$2.6M2.22%+16,00113F-HRTimeline
Cloud Capital Management, LLC28,461$2.6M0.95%+2,80613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC27,972$2.55M0.59%+3,66113F-HRTimeline
NorthCrest Asset Manangement, LLC27,933$2.55M0.07%+1,19113F-HRTimeline
Team Hewins, LLC27,847$2.54M0.69%-37313F-HRTimeline
Three Arch Wealth Management LLC27,764$2.53M0.39%013F-HRTimeline
Prepared Retirement Institute LLC27,674$2.52M1.07%new13F-HRTimeline
GTS SECURITIES LLC27,280$2.49M0.05%new13F-HRTimeline
Fortis Group Advisors, LLC26,468$2.41M0.39%+1,60213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,721$2.35M0.03%+9813F-HRTimelineGroup
Andrews Advisory Associates, LLC25,104$2.29M1.1%+5,98013F-HRTimeline
Layline Advisors, LLC25,070$2.29M2.05%+2,89513F-HRTimeline
Directional Asset Management25,011$2.28M2.18%+2,39013F-HRTimeline
SC&H Financial Advisors, Inc.25,011$2.28M0.3%+7913F-HRTimeline
GEM Asset Management, LLC24,643$2.25M0.89%+19013F-HRTimeline
Wedmont Private Capital24,376$2.23M0.06%+3,74513F-HRTimeline
United Advisor Group, LLC23,764$2.17M0.23%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,121$2.11M0.1%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.23,084$2.11M0.6%-55013F-HRTimeline
Steward Partners Investment Advisory, L…23,071$2.1M0.01%+8,66013F-HRTimeline
Daybright Advisory Services, Inc.21,904$2.02M0.48%new13F-HRTimeline
BFI Wealth Solutions, LLC21,706$1.98M1.47%+12,55113F-HRTimeline
Parallel Advisors, LLC21,405$1.95M0.03%-1,04413F-HRTimeline
PLANWISER FINANCIAL, LLC21,368$1.95M1.35%-17513F-HRTimeline
Delta Investment Management, LLC21,340$1.95M0.32%new13F-HRTimeline
SFM, LLC20,816$1.9M0.97%new13F-HRTimeline
Porter White Investment Advisors, Inc.20,357$1.86M0.71%+14,88813F-HRTimeline
Ruggaard & Associates LLC20,344$1.86M0.67%+9513F-HRTimeline
NWAM LLC20,076$1.83M0.09%+3,66013F-HRTimeline
AGH Wealth Advisors, LLC19,921$1.82M1.15%+75213F-HRTimeline
Approach Retirement Advisors, LLC19,482$1.78M1.29%-29013F-HRTimeline
Fort Vancouver Investment Management, L…19,317$1.76M0.82%-11013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,857$1.72M0.08%new13F-HRTimeline
UMB Bank, n.a.18,755$1.71M0.02%-22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkwoods Wealth Partners, LLC18,016$1.64M0.26%+6,76813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.18,002$1.64M0.97%+5,85713F-HRTimeline
Signal Advisors Wealth, LLC17,982$1.64M0.09%-21013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.17,964$1.64M0.66%013F-HRTimeline
VICUS CAPITAL17,888$1.63M0.11%+1,90313F-HRTimeline
SeedSafe Financial LLC17,693$1.61M1.16%013F-HRTimeline
Camarda Financial Advisors, LLC17,599$1.61M0.49%+34313F-HRTimeline
SAPIENT CAPITAL LLC17,579$1.6M0.02%+20313F-HR/ATimeline
Acropolis Investment Management, LLC17,545$1.6M0.06%-2113F-HR/ATimeline
Meridian Wealth Management, LLC17,366$1.58M0.05%+23213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC17,313$1.58M0.21%-16113F-HRTimeline
USAdvisors Wealth Management, LLC17,124$1.56M0.45%+14513F-HRTimeline
Freedom Day Solutions, LLC16,894$1.54M0.34%new13F-HRTimeline
Haven Private, LLC16,775$1.53M0.58%+13,45113F-HRTimeline
Betterment LLC16,588$1.51M<0.01%+1,06713F-HRTimeline
TOWLE & CO16,555$1.51M0.51%+5,98313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC16,322$1.49M0.38%+23213F-HRTimeline
Sylvest Advisors, LLC16,291$1.49M0.67%new13F-HRTimeline
LAM GROUP, INC.16,150$1.47M0.73%+64013F-HRTimeline
Fund Evaluation Group, LLC15,700$1.43M0.04%013F-HRTimeline
Foster Group, Inc.15,613$1.42M0.04%-94013F-HRTimeline
Bedel Financial Consulting, Inc.15,539$1.42M0.14%+1,39413F-HRTimeline
Comprehensive Financial Planning, Inc./…15,278$1.39M0.74%+91313F-HRTimeline
Lifetime Wealth Management P.C.14,613$1.33M0.78%+2,42813F-HRTimeline
Tranquility Partners, LLC14,496$1.32M0.45%+1,41013F-HRTimeline
HBW ADVISORY SERVICES LLC14,069$1.28M0.12%+9,74513F-HRTimeline
Kachkovsky & Fisher, Inc.13,881$1.27M1.22%13F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.13,650$1.25M0.96%+96513F-HRTimeline
Advyzon Investment Management, LLC13,536$1.23M0.09%new13F-HRTimeline
GC Wealth Management RIA, LLC13,517$1.23M0.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13,490$1.23M0.37%-2,02113F-HRTimeline
Truepoint, Inc.13,001$1.19M0.02%-24,16713F-HRTimeline
Kelman-Lazarov, Inc.12,931$1.18M0.15%+18813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,455$1.14M0.08%+3,22313F-HRTimeline
Wealth Architects, LLC12,272$1.12M0.09%013F-HRTimeline
OneDigital Investment Advisors LLC11,608$1.06M0.01%+4,63213F-HRTimeline
EASTERN BANK11,294$1.03M0.02%new13F-HRTimeline
Platt Wealth Management LLC11,270$1.03M0.83%new13F-HRTimeline
Stegent Equity Advisors, Inc.11,193$1.02M0.73%+4,52713F-HRTimeline
SFG Wealth Management, LLC.10,200$930K0.33%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,820$896K0.01%013F-HRTimelineGroup
Clarity Capital Advisors, LLC9,711$886K0.37%+3113F-HRTimeline
Accredited Investors Inc.9,568$873K0.04%-11513F-HRTimeline
DIVERSIFIED TRUST CO9,545$871K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,529$869K0.02%new13F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT9,518$868K0.05%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,354$853K0.03%+4,74413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,154$835K<0.01%+5,78213F-HRTimelineGroup
Diversified Portfolios, Inc.8,974$819K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,973$818K0.01%+54013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,898$812K<0.01%+26213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,707$794K0.01%+79213F-HRTimeline
Revolve Wealth Partners, LLC8,648$789K0.08%+4,53713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,431$769K0.36%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC8,341$761K1.74%new13F-HRTimeline
Abacus Planning Group, Inc.8,323$759K0.09%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,247$752K<0.01%+6,28813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC8,136$742K0.14%013F-HRTimeline
Insight Wealth Partners, LLC8,038$733K0.1%new13F-HRTimeline
CWA Asset Management Group, LLC7,993$729K0.02%+33013F-HRTimeline
Disciplined Investments, LLC7,963$726K0.23%+44113F-HR/ATimeline
Ausdal Financial Partners, Inc.7,915$722K0.03%-2,16213F-HRTimeline
West Wealth Group, LLC7,903$721K0.12%+2413F-HRTimeline
FIDUCIARY ADVISORS, INC.7,757$708K0.48%+2413F-HRTimeline
Arbor Wealth Advisors LLC7,735$706K0.43%+71513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,654$698K0.01%+1,61213F-HR/ATimeline
UPTICK PARTNERS, LLC7,593$693K0.11%new13F-HRTimeline
Foundry Financial LLC7,493$683K0.23%+2,23813F-HRTimeline
WEALTH ALLIANCE, LLC7,365$672K0.06%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…7,341$670K0.06%+1,07513F-HRTimeline
Evanson Financial, LLC7,297$666K0.03%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,261$662K0.12%+2,86313F-HRTimeline
Level Financial Advisors7,256$662K0.15%+22513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,720$613K0.12%+1413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,641$606K0.03%-18613F-HRTimelineGroup
Zhang Financial LLC6,512$594K0.02%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,500$593K<0.01%-23,30013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,315$576K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,277$574K0.15%+2,27513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,283$573K0.08%-35913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC6,228$568K0.3%+30013F-HRTimeline
BIP Wealth, LLC6,148$561K0.02%+1,26113F-HRTimeline
PFG Investments, LLC6,132$559K0.02%+58613F-HRTimeline
PlanVest Financial, Inc6,056$552K0.37%+69013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,016$549K0.28%+213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,958$543K0.01%-6513F-HRTimelineGroup
E6 Portfolios, LLC5,943$542K0.43%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,868$535K<0.01%new13F-HRTimelineGroup
Magnolia Private Wealth, LLC5,765$526K0.29%-3013F-HRTimeline
BOKF, NAin group BOKF, NA5,693$519K0.01%+3,30013F-HRTimelineGroup