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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

440 managers (445 13F filers) reported a position in AVLV shares at 2025-12-31, 115,198,670 shares in all. 38 filers opened a position and 23 filers sold out during the quarter.

Managers
440
13F filers
445
New
38
Added
221
Reduced
109
Sold out
23
Shares held by filers
115,198,670

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Dynamic Advisor Solutions LLC40,277$3.05M0.1%+2,23713F-HRTimeline
GUIDANCE CAPITAL, INC38,227$3.05M0.75%+72013F-HRTimeline
Vawter Financial, Ltd.40,213$3.05M1.29%+4,74713F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.40,176$3.04M0.8%+5,33013F-HRTimeline
Kane Co Wealth Management, Inc.38,662$2.93M2.58%13F-HRTimeline
Cambridge Investment Research Advisors,…38,352$2.91M0.01%-7,52013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC38,326$2.9M1.19%-15113F-HRTimeline
Vannoy Advisory Group, Inc.38,289$2.9M1.84%-11913F-HRTimeline
Midwest Heritage Bank, FSB37,976$2.88M0.99%-16013F-HRTimeline
Truepoint, Inc.37,658$2.85M0.06%-13113F-HRTimeline
Orion Capital Management LLC36,729$2.78M0.94%+1,24713F-HRTimeline
Summit Financial Strategies, Inc.36,588$2.77M0.23%-23313F-HRTimeline
KEB ASSET MANAGEMENT, LLC36,528$2.77M0.56%+1913F-HRTimeline
Plancorp, LLC35,559$2.69M0.08%013F-HRTimeline
Decker Retirement Planning Inc.34,392$2.61M1.3%+7,86613F-HRTimeline
Well Done, LLC34,275$2.6M0.39%new13F-HRTimeline
Tortoise Investment Management, LLC32,351$2.45M0.22%-98913F-HRTimeline
Herold Advisors, Inc.32,330$2.45M0.55%-13813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,738$2.4M<0.01%-27,98213F-HRTimelineGroup
Cypress Point Wealth Management, LLC30,795$2.33M0.51%+213F-HRTimeline
Arsenal Capital Advisors LLC29,270$2.22M1.57%13F-HRTimeline
Curtis Advisory Group, LLC29,238$2.22M0.46%new13F-HRTimeline
Equity Wealth Partners, LLC29,200$2.21M1.43%+2,76213F-HRTimeline
Mattern Wealth Management LLC29,141$2.21M0.43%013F-HRTimeline
CAP Partners, LLC28,827$2.18M1.24%+33813F-HRTimeline
Financial Partners Group, Inc26,848$2.17M0.25%+9,37513F-HRTimeline
Team Hewins, LLC28,413$2.15M0.69%-20313F-HRTimeline
NorthCrest Asset Manangement, LLC27,425$2.13M0.05%+1,62813F-HRTimeline
Plum Street Advisors, LLC27,792$2.11M0.75%+2,36513F-HRTimeline
Three Arch Wealth Management LLC27,764$2.1M0.39%13F-HRTimeline
Pacific Asset Management, LLC27,708$2.1M1.26%+1,70613F-HRTimeline
Legacy Edge Advisors, LLC27,654$2.1M0.23%+7,55013F-HRTimeline
Sprinkle Financial Consultants LLC26,155$1.98M1.01%+8,82613F-HRTimeline
Summit Financial, LLC25,964$1.97M0.03%+7,26113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,625$1.94M0.03%-40013F-HRTimelineGroup
TCI Wealth Advisors, Inc.25,299$1.92M0.11%+1,37313F-HRTimeline
Cauble & Harre Wealth Management, Inc.25,021$1.9M1.59%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …23,622$1.86M0.09%+4,18113F-HRTimelineGroup
Parkshore Wealth Management, Inc.23,764$1.8M0.68%+8913F-HRTimeline
Advisory Services Network, LLC23,363$1.77M0.03%-1,79513F-HRTimeline
Parallel Advisors, LLC22,847$1.73M0.03%-3,22813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,337$1.69M0.01%+30013F-HRTimelineGroup
GEM Asset Management, LLC21,779$1.69M0.75%+4,39413F-HRTimeline
Mendota Financial Group, LLC22,074$1.67M1.22%+3,54613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC21,891$1.66M0.2%+1,05913F-HRTimeline
Global Retirement Partners, LLC21,807$1.65M0.03%+63713F-HRTimeline
Fortis Group Advisors, LLC20,297$1.64M0.28%new13F-HRTimeline
Directional Asset Management21,373$1.62M1.42%13F-HRTimeline
Wedmont Private Capital20,486$1.59M0.06%+713F-HRTimeline
Meridian Wealth Management, LLC20,874$1.58M0.06%+47813F-HRTimeline
Ruggaard & Associates LLC20,376$1.54M0.61%+35413F-HRTimeline
Approach Retirement Advisors, LLC20,092$1.52M1.31%13F-HRTimeline
AGH Wealth Advisors, LLC19,781$1.5M1.13%+27313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC19,628$1.49M0.64%+7,89913F-HRTimeline
Fort Vancouver Investment Management, L…19,432$1.47M0.79%-71213F-HRTimeline
IF Advisors, LLC19,428$1.47M1.2%13F-HRTimeline
SC&H Financial Advisors, Inc.18,999$1.44M0.22%-4,51213F-HRTimeline
Acropolis Investment Management, LLC18,334$1.39M0.06%-7,99913F-HRTimeline
Signal Advisors Wealth, LLC18,334$1.39M0.11%-1413F-HRTimeline
Fund Evaluation Group, LLC18,000$1.36M0.05%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.17,964$1.36M0.6%013F-HRTimeline
Camarda Financial Advisors, LLC17,839$1.35M0.51%-1,08313F-HRTimeline
SeedSafe Financial LLC17,693$1.34M1.19%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC17,623$1.34M0.21%-3,14413F-HRTimeline
Team Financial Group, LLC17,503$1.33M0.6%+4,39413F-HRTimeline
Foster Group, Inc.17,282$1.31M0.04%-7413F-HRTimeline
Cloud Capital Management, LLC17,002$1.29M0.61%+2,53913F-HRTimeline
USAdvisors Wealth Management, LLC16,948$1.28M0.42%-78013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,718$1.27M<0.01%+11,62113F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC16,323$1.24M0.32%-44813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15,671$1.19M0.42%-1213F-HRTimeline
Betterment LLC14,490$1.1M<0.01%+88613F-HRTimeline
Comprehensive Financial Planning, Inc./…13,369$1.01M0.67%+4913F-HRTimeline
Tranquility Partners, LLC13,074$991K0.36%-1,61313F-HRTimeline
ORBA Wealth Advisors, L.L.C.13,023$987K0.86%+6,09913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,892$977K0.28%+99913F-HRTimeline
UMB Bank, n.a.12,819$971K0.01%-4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kelman-Lazarov, Inc.12,571$953K0.14%+7,32813F-HRTimeline
LAM GROUP, INC.12,295$932K0.53%+2,93013F-HRTimeline
Wealth Architects, LLC12,272$930K0.08%013F-HRTimeline
VICUS CAPITAL12,189$924K0.07%+7,25913F-HRTimeline
Lifetime Wealth Management P.C.11,534$874K0.55%13F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC11,200$849K<0.01%-10,20013F-HRTimeline
TFB Advisors LLC11,197$848K0.24%+1,70513F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,935$829K0.1%13F-HRTimeline
Ausdal Financial Partners, Inc.10,759$815K0.04%-71413F-HRTimeline
GC Wealth Management RIA, LLC10,404$788K0.03%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,050$761K0.71%13F-HRTimeline
Parkwoods Wealth Partners, LLC9,912$751K0.22%+99913F-HRTimeline
Clarity Capital Advisors, LLC9,653$731K0.37%new13F-HRTimeline
N.E.W. Advisory Services LLC9,650$731K0.05%+3613F-HRTimeline
DIVERSIFIED TRUST CO9,545$723K0.01%013F-HRTimeline
Diversified Portfolios, Inc.8,974$680K0.06%+70013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,900$674K0.01%-1013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,829$669K0.02%-11,17313F-HRTimelineGroup
Stegent Equity Advisors, Inc.8,754$663K0.52%-12613F-HRTimeline
PRIVATE TRUST CO NA8,737$662K0.06%+40013F-HRTimeline
Blue Trust, Inc.8,666$657K0.01%-86713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,614$653K0.35%+97713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,379$635K0.01%-60213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,248$625K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.8,224$623K0.02%+1,43713F-HRTimeline
Legacy Capital Wealth Partners, LLC8,136$616K0.13%-1,17313F-HRTimeline
CWA Asset Management Group, LLC7,663$581K0.02%+96013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,640$579K<0.01%+2,72613F-HRTimeline
Disciplined Investments, LLC7,502$568K0.22%-37013F-HRTimeline
Level Financial Advisors7,174$544K0.14%+12813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,960$527K0.04%-1613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,885$522K0.03%-1,06013F-HRTimelineGroup
MAI Capital Management6,695$507K<0.01%-1,73413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,665$505K0.32%-62613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,642$503K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,616$501K0.1%+20513F-HRTimeline
Zhang Financial LLC6,512$493K0.02%+13213F-HRTimeline
FIDUCIARY ADVISORS, INC.6,441$488K0.37%new13F-HRTimeline
Western Wealth Management, LLC6,422$487K0.02%+2,75413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,378$483K<0.01%-55413F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…6,248$473K0.05%+3913F-HRTimeline
Northwest Financial Advisors6,242$473K0.97%+2,26713F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC6,080$461K0.2%-1,80513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,992$454K<0.01%new13F-HRTimeline
Financial Plan, Inc.5,946$451K0.05%13F-HRTimeline
Running Point Capital Advisors, LLC5,925$449K0.12%013F-HRTimeline
Austin Private Wealth, LLC5,878$445K0.03%-74713F-HRTimeline
SAX WEALTH ADVISORS, LLC5,860$444K0.02%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,846$443K0.32%+49913F-HRTimeline
Magnolia Private Wealth, LLC5,795$439K0.31%013F-HRTimeline
Avantax Planning Partners, Inc.5,649$428K0.01%-3313F-HRTimeline
PFG Investments, LLC5,587$423K0.02%+75613F-HRTimeline
Arbor Wealth Advisors LLC5,510$417K0.3%new13F-HRTimeline
Porter White Investment Advisors, Inc.5,469$414K0.17%013F-HRTimeline
Sensenig Capital Advisors, Inc5,452$413K0.42%13F-HRTimeline
Smithfield Trust Co5,413$410K0.02%013F-HRTimeline
Redwood Park Advisors LLC5,375$407K0.28%+2013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,105$387K0.23%+6213F-HRTimeline
Fiduciary Wealth Partners, LLC5,044$382K0.16%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,941$374K0.31%+2,24613F-HRTimeline
ACORN CREEK CAPITAL LLC4,892$371K0.13%+16813F-HRTimeline
Altiora Financial Group, LLC4,890$371K0.06%013F-HRTimeline
Foundry Financial LLC4,877$370K0.19%13F-HRTimeline
Jacobi Capital Management LLC4,857$368K0.02%+31813F-HRTimeline
BIP Wealth, LLC4,846$367K0.01%-40813F-HRTimeline
BFI Wealth Solutions, LLC4,835$366K0.35%13F-HRTimeline
OneDigital Investment Advisors LLC4,742$359K<0.01%new13F-HRTimeline
Lutz Financial Services LLC4,523$343K0.02%new13F-HRTimeline
James J. Burns & Company, LLC4,458$338K0.05%+48613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,386$332K0.09%+1713F-HRTimeline
Coquina Private Wealth LLC4,372$331K0.27%13F-HRTimeline
CGN Advisors LLC4,320$327K0.03%-10113F-HRTimeline
MEMBERS WEALTH LLC4,007$320K0.2%+86313F-HRTimeline
Canvas Wealth Advisors, LLC4,164$316K0.05%+22613F-HRTimeline
Wescott Financial Advisory Group, LLC4,125$313K0.03%+13713F-HRTimeline
Revolve Wealth Partners, LLC4,111$311K0.04%new13F-HRTimeline
Oak Wealth Advisors LLC4,084$309K0.18%013F-HRTimeline
Paul R. Ried Financial Group, LLC4,040$306K0.14%+26413F-HRTimeline
Ferguson Johnson Wealth Management Inc3,879$293K0.24%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,828$290K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,805$288K<0.01%-67913F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,784$287K<0.01%new13F-HRTimeline
William Howard & Co Financial Advisors …3,771$286K0.24%+1413F-HRTimeline
Gradient Capital Advisors, LLC3,653$277K0.07%013F-HRTimeline
Smartleaf Asset Management LLC3,536$270K0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,555$269K0.02%+513F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,536$268K0.02%013F-HR/ATimeline
ATWOOD & PALMER INC3,520$267K0.02%+613F-HRTimeline
D.A. DAVIDSON & CO.3,500$265K<0.01%-30013F-HRTimeline
EP Wealth Advisors, LLC3,452$262K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC3,439$261K0.11%+813F-HRTimeline
Evanson Asset Management, LLC3,411$258K0.01%+1113F-HRTimeline
Brickley Wealth Management3,392$257K0.04%013F-HRTimeline
Donor Advised Charitable Giving, Inc.3,350$254K0.01%new13F-HRTimeline
Waterfront Wealth Inc.3,034$242K0.05%013F-HRTimeline
Lloyd Advisory Services, LLC.3,181$241K0.09%new13F-HRTimeline
Cogent Private Wealth, Inc.3,167$240K0.18%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,110$236K<0.01%+4613F-HRTimelineGroup
Accredited Investors Inc.3,069$233K0.01%new13F-HRTimeline
Brooklyn Investment Group3,018$231K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,034$230K<0.01%new13F-HRTimeline
Stordahl Capital Management, Inc.2,999$227K0.05%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,997$227K<0.01%-28713F-HRTimelineGroup
Fortis Capital Management LLC2,901$220K0.03%+113F-HRTimeline
Creative Capital Management Investments…2,875$218K0.07%013F-HRTimeline
Hurley Capital, LLC2,859$217K0.12%+63113F-HRTimeline
Mayfair Advisory Group, LLC2,807$216K0.08%+1013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,845$216K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,755$209K0.07%+1,97213F-HRTimeline
FMB WEALTH MANAGEMENT2,728$207K0.08%-41213F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,655$201K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2,145$163K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,127$161K<0.01%+1,96213F-HRTimelineGroup
Parkside Financial Bank & Trust2,024$153K0.01%+18813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,937$147K<0.01%-3113F-HRTimelineGroup
IFP Advisors, Inc1,525$116K<0.01%+20213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,440$109K0.01%013F-HRTimeline
Root Financial Partners, LLC1,404$106K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,297$98.3K<0.01%+38113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,262$95.6K<0.01%+92713F-HRTimelineGroup
Geneos Wealth Management Inc.1,240$94K<0.01%013F-HRTimeline
Allworth Financial LP1,235$93.6K<0.01%+11813F-HRTimeline
SageView Advisory Group, LLC1,145$86.8K<0.01%-10,46213F-HRTimeline