Skip to content
Disclosery

AVLV AMERICAN CENTY ETF TR

Follow

SHS (fund)

354 managers (360 13F filers) reported a position in AVLV shares at 2025-03-31, 78,029,097 shares in all. 42 filers opened a position and 26 filers sold out during the quarter.

Managers
354
13F filers
360
New
42
Added
211
Reduced
69
Sold out
26
Shares held by filers
78,029,097

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TOWNSQUARE CAPITAL LLC19,980$1.3M0.01%+10,64713F-HRTimeline
Ruggaard & Associates LLC19,752$1.29M0.56%new13F-HRTimeline
Wedmont Private Capital21,238$1.28M0.07%+1,96513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC19,601$1.28M0.16%+1,67213F-HRTimeline
Decker Retirement Planning Inc.19,384$1.26M0.79%+1,31513F-HRTimeline
Signal Advisors Wealth, LLC18,736$1.22M0.12%+1,02813F-HRTimeline
Camarda Financial Advisors, LLC18,613$1.21M0.55%new13F-HRTimeline
NorthCrest Asset Manangement, LLC18,492$1.21M0.04%+12,49613F-HRTimeline
Meridian Wealth Management, LLC18,328$1.2M0.06%+25913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.17,964$1.17M0.63%013F-HRTimeline
Mendota Financial Group, LLC17,940$1.17M1.27%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC17,543$1.14M0.15%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,305$1.13M<0.01%-4,29713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.17,217$1.12M0.01%-2,32613F-HRTimeline
Canvas Wealth Advisors, LLC17,917$1.09M0.28%-6,04213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …17,231$1.08M0.08%+4,81513F-HRTimelineGroup
Cloud Capital Management, LLC15,268$995K0.71%13F-HRTimeline
PFC CAPITAL GROUP, INC.15,221$992K0.5%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,567$950K<0.01%new13F-HR/ATimelineGroup
TFB Advisors LLC14,291$932K0.27%-43613F-HRTimeline
Tranquility Partners, LLC14,194$926K0.36%+90313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13,938$909K0.39%new13F-HRTimeline
AE Wealth Management LLC13,729$895K0.01%+7,15513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC13,325$869K0.26%+7,63513F-HRTimeline
Wealth Architects, LLC13,275$866K0.1%013F-HR/ATimeline
UMB Bank, n.a.13,196$861K0.01%+1,18313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GEM Asset Management, LLC12,982$849K0.48%+1,31413F-HRTimeline
Legacy Capital Wealth Partners, LLC11,939$779K0.19%+2,67713F-HRTimeline
SageView Advisory Group, LLC11,412$744K0.03%+3,26513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC11,263$734K0.6%-6713F-HRTimeline
Investment Advisory Group, LLC10,830$706K0.24%+1,81013F-HRTimeline
Fort Vancouver Investment Management, L…10,609$692K0.53%new13F-HRTimeline
Sprinkle Financial Consultants LLC10,560$689K0.44%+1,70013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,494$684K0.04%-123,77813F-HRTimelineGroup
GC Wealth Management RIA, LLC10,404$678K0.12%013F-HRTimeline
Comprehensive Financial Planning, Inc./…10,067$657K0.64%+39213F-HRTimeline
Truepoint, Inc.9,951$649K0.02%+1,29013F-HRTimeline
Ausdal Financial Partners, Inc.9,785$638K0.05%-2,06113F-HRTimeline
Acropolis Investment Management, LLC9,594$626K0.04%+3,45213F-HRTimeline
N.E.W. Advisory Services LLC9,550$623K0.05%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,383$612K0.11%-42513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC9,262$604K0.36%+2,97613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC9,208$600K0.06%-2,96213F-HRTimeline
Aveo Capital Partners, LLC8,904$563K0.09%+70613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$554K<0.01%+70013F-HRTimeline
Blue Trust, Inc.8,404$548K0.01%+4613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC7,774$507K0.35%-7,74913F-HRTimeline
CGN Advisors LLC7,671$500K0.05%+12613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,563$493K<0.01%+4,50113F-HRTimelineGroup
BIP Wealth, LLC7,496$489K0.03%013F-HRTimeline
LAM GROUP, INC.7,460$486K0.36%+513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,416$484K<0.01%+79013F-HRTimelineGroup
Disciplined Investments, LLC7,403$483K0.22%+90613F-HRTimeline
PRIVATE TRUST CO NA7,152$466K0.05%+5,01213F-HRTimeline
Atria Wealth Solutions, Inc.7,074$461K0.01%-52613F-HRTimeline
Parallel Advisors, LLC6,987$456K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,983$455K<0.01%+2,98813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.6,910$451K0.24%+1,59913F-HRTimeline
Austin Private Wealth, LLC6,625$432K0.04%new13F-HRTimeline
Savvy Advisors, Inc.6,518$425K0.04%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,465$422K0.3%013F-HRTimeline
HMV Wealth Advisors, LLC6,330$413K0.33%new13F-HRTimeline
VANCE WEALTH, LLC6,280$410K0.15%new13F-HRTimeline
Altiora Financial Group, LLC6,103$398K0.08%-4,84913F-HRTimeline
Team Financial Group, LLC5,966$389K0.22%+2,75813F-HRTimeline
SAX WEALTH ADVISORS, LLC5,860$382K0.03%013F-HRTimeline
Financial Synergies Wealth Advisors, In…5,812$379K0.05%+34613F-HRTimeline
Magnolia Private Wealth, LLC5,795$378K0.32%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,606$366K0.09%013F-HRTimeline
Porter White Investment Advisors, Inc.5,469$357K0.18%013F-HRTimeline
Redwood Park Advisors LLC5,441$355K0.3%013F-HRTimeline
Level Financial Advisors5,416$353K0.12%+2,26013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,411$353K<0.01%-22,27913F-HRTimelineGroup
Parkwoods Wealth Partners, LLC5,242$342K0.23%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC5,117$334K0.22%013F-HRTimeline
Summit Financial Strategies, Inc.5,020$327K0.03%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,909$320K0.04%-4413F-HRTimeline
MEMBERS WEALTH LLC4,783$312K0.24%-2,14313F-HRTimeline
PFG Investments, LLC4,740$309K0.02%+15313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,676$305K0.02%new13F-HRTimelineGroup
Jacobi Capital Management LLC4,524$295K0.02%+913F-HRTimeline
Stegent Equity Advisors, Inc.4,394$287K0.29%+1,39013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,340$283K0.09%-1,09213F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,235$276K0.23%new13F-HRTimeline
New Century Financial Group, LLC4,143$270K0.31%-5,48113F-HRTimeline
Wescott Financial Advisory Group, LLC3,988$260K0.03%+87513F-HRTimeline
Paul R. Ried Financial Group, LLC3,897$254K0.18%-17413F-HRTimeline
Brickley Wealth Management3,876$253K0.05%013F-HRTimeline
Gradient Capital Advisors, LLC3,827$250K0.08%013F-HRTimeline
D.A. DAVIDSON & CO.3,800$248K<0.01%+50013F-HRTimeline
William Howard & Co Financial Advisors …3,732$243K0.23%+1513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,541$231K0.03%+613F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,536$231K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC3,514$229K<0.01%+33113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,483$227K<0.01%+19513F-HRTimeline
WESPAC Advisors SoCal, LLC3,348$218K0.06%-1,50513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,176$207K<0.01%-31013F-HRTimelineGroup
ACORN CREEK CAPITAL LLC3,162$206K0.1%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,112$203K<0.01%-12,71313F-HRTimeline
Orion Portfolio Solutions, LLC3,112$203K<0.01%-12,71313F-HR/ATimeline
Evanson Asset Management, LLC3,106$203K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,862$187K<0.01%+73913F-HRTimelineGroup
EP Wealth Advisors, LLC2,817$184K<0.01%-72613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,239$149K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC2,145$140K0.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,968$128K<0.01%-1513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,952$127K<0.01%-2,68413F-HRTimelineGroup
ATWOOD & PALMER INC1,917$125K0.01%013F-HRTimeline
AlphaCore Capital LLC1,887$123K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,860$121K<0.01%+1,24013F-HRTimeline
Parkside Financial Bank & Trust1,857$121K0.02%-82413F-HRTimeline
Ruedi Wealth Management, Inc.1,809$118K0.04%-1,66113F-HRTimeline
Kiker Wealth Management, LLC1,636$107K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,512$98.6K<0.01%+47813F-HRTimeline
Stonebridge Financial Group, LLC1,476$96.2K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,192$77.7K<0.01%+66013F-HRTimelineGroup
Atala Financial Inc1,094$71.5K0.05%+35013F-HRTimeline
Park Square Financial Group, LLC1,078$70.3K0.06%new13F-HRTimeline
IFP Advisors, Inc1,071$69.9K<0.01%+14413F-HRTimeline
Tanglewood Legacy Advisors, LLC1,017$66.3K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…994$64.8K0.02%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…950$62K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC910$59.3K<0.01%new13F-HRTimeline
Nemes Rush Group LLC818$53.4K0.01%-1,72913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…810$52.8K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…759$49.5K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…743$48.5K0.02%+27313F-HRTimeline
Addison Advisors LLC735$47.9K0.01%013F-HRTimeline
Allworth Financial LP757$47.2K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC598$39K0.67%new13F-HRTimeline
MATHER GROUP, LLC.577$37.6K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC573$37.4K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC543$35.4K<0.01%+11513F-HRTimelineGroup
Tradewinds Capital Management, LLC523$34.1K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.499$32.5K0.01%-12213F-HRTimeline
Mattson Financial Services, LLC480$31.3K0.01%new13F-HRTimeline
Robinswood Financial LLC450$29.3K0.01%013F-HRTimeline
CENTRAL TRUST Co446$29.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.395$25K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.373$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATE WEALTH ADVISORY, INC278$18.1K0.01%-813F-HRTimeline
Christopher J. Hasenberg, Inc262$17.1K0.01%013F-HRTimeline
Dogwood Wealth Management LLC168$11K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd147$9.59K<0.01%new13F-HRTimeline
Hurley Capital, LLC90$5.87K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC89$5.8K<0.01%-17313F-HRTimeline
Family Capital Trust Co62$4.04K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$2.54K0.02%-3713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36$2.35K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC16$1.04K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.20$1K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC14$916<0.01%013F-HRTimeline
Glassman Wealth Services10$652<0.01%-82313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.