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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

479 managers (487 13F filers) reported a position in AVLV shares at 2026-03-31, 118,011,219 shares in all. 60 filers opened a position and 20 filers sold out during the quarter.

Managers
479
13F filers
487
New
60
Added
240
Reduced
127
Sold out
20
Shares held by filers
118,011,219

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WMG Financial Advisors, LLC50,785$4.09M1.71%-2,23613F-HRTimeline
PFC CAPITAL GROUP, INC.50,681$4.08M1.8%+2,15413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC49,912$4.02M1.6%+2,00213F-HRTimeline
Armbruster Capital Management, Inc.48,908$3.94M0.65%+94513F-HRTimeline
Tillman Hartley LLC47,929$3.86M0.97%+1,32113F-HRTimeline
Stone Summit Wealth LLC47,406$3.82M1.06%-2,30913F-HRTimeline
Ruedi Wealth Management, Inc.47,051$3.79M0.98%-13113F-HRTimeline
Cauble & Harre Wealth Management, Inc.41,137$3.62M2.88%+16,11613F-HRTimeline
Hudson Oak Wealth Advisory LLC44,769$3.61M3.14%+3,55713F-HRTimeline
Sarver Vrooman Wealth Advisors44,353$3.58M2.2%new13F-HRTimeline
Frankly Finances, LLC42,474$3.42M3.1%-1,79513F-HRTimeline
LRI Investments, LLC42,375$3.42M0.3%013F-HRTimeline
Vawter Financial, Ltd.41,933$3.38M1.42%+1,72013F-HR/ATimeline
Dynamic Advisor Solutions LLC41,358$3.33M0.11%+1,08113F-HRTimeline
GUIDANCE CAPITAL, INC37,654$3.29M0.74%-57313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.40,640$3.28M0.87%+46413F-HRTimeline
Midwest Heritage Bank, FSB40,386$3.26M1.04%+2,41013F-HRTimeline
Decker Retirement Planning Inc.39,944$3.22M1.46%+5,55213F-HRTimeline
Vise Technologies, Inc.42,282$3.2M0.06%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.39,548$3.19M0.39%+28,61313F-HRTimeline
Kane Co Wealth Management, Inc.39,514$3.19M2.69%+85213F-HRTimeline
Orion Capital Management LLC38,952$3.14M1.08%+2,22313F-HRTimeline
TCI Wealth Advisors, Inc.38,888$3.13M0.17%+13,58913F-HRTimeline
Vannoy Advisory Group, Inc.37,421$3.02M1.91%-86813F-HRTimeline
Truepoint, Inc.37,168$3M0.07%-49013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC37,089$2.99M1.2%-1,23713F-HRTimeline
Plancorp, LLC35,559$2.97M0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…36,573$2.95M0.01%-1,77913F-HRTimeline
Summit Financial Strategies, Inc.36,514$2.94M0.23%-7413F-HRTimeline
Herold Advisors, Inc.35,473$2.86M0.63%+3,14313F-HRTimeline
Tortoise Investment Management, LLC34,351$2.77M0.23%+2,00013F-HRTimeline
Well Done, LLC34,275$2.76M0.41%013F-HRTimeline
Plum Street Advisors, LLC34,029$2.74M0.95%+6,23713F-HRTimeline
KEB ASSET MANAGEMENT, LLC33,821$2.73M0.52%-2,70713F-HRTimeline
Legacy Edge Advisors, LLC32,899$2.65M0.28%+5,24513F-HRTimeline
Mendota Financial Group, LLC31,062$2.5M1.86%+8,98813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC30,921$2.49M0.3%+9,03013F-HRTimeline
Cypress Point Wealth Management, LLC30,796$2.48M0.53%+113F-HRTimeline
Sprinkle Financial Consultants LLC30,084$2.43M1.12%+3,92913F-HRTimeline
Pacific Asset Management, LLC30,027$2.42M1.35%+2,31913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC30,000$2.42M0.13%new13F-HRTimeline
Curtis Advisory Group, LLC29,940$2.41M0.52%+70213F-HRTimeline
Financial Partners Group, Inc29,800$2.4M0.29%+2,95213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,800$2.4M<0.01%+18,60013F-HRTimeline
CAP Partners, LLC29,472$2.38M1.34%+64513F-HRTimeline
Equity Wealth Partners, LLC29,383$2.37M1.53%+18313F-HRTimeline
Mattern Wealth Management LLC29,141$2.35M0.46%013F-HRTimeline
Merit Financial Group, LLC28,621$2.31M0.02%new13F-HRTimeline
Arsenal Capital Advisors LLC28,586$2.3M1.67%-68413F-HRTimeline
Team Hewins, LLC28,220$2.27M0.68%-19313F-HRTimeline
Three Arch Wealth Management LLC27,764$2.24M0.4%013F-HRTimeline
IF Advisors, LLC26,873$2.17M1.53%+7,44513F-HRTimeline
LexAurum Advisors, LLC26,860$2.17M0.28%13F-HRTimeline
NorthCrest Asset Manangement, LLC26,742$2.16M0.07%-68313F-HRTimeline
Fortis Group Advisors, LLC24,866$2.15M0.36%+4,56913F-HRTimeline
Cloud Capital Management, LLC25,655$2.07M0.9%+8,65313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,623$2.07M0.03%-213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,069$2.02M<0.01%-6,66913F-HRTimelineGroup
SC&H Financial Advisors, Inc.24,932$2.01M0.3%+5,93313F-HRTimeline
GEM Asset Management, LLC24,453$1.97M0.87%+2,67413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC24,311$1.96M0.53%+4,68313F-HRTimeline
Parkshore Wealth Management, Inc.23,634$1.91M0.64%-13013F-HRTimeline
SEEDS INVESTOR LLC22,229$1.88M0.26%new13F-HRTimeline
Directional Asset Management22,621$1.82M1.67%+1,24813F-HRTimeline
PLANWISER FINANCIAL, LLC21,543$1.82M1.32%-57,93813F-HRTimeline
Parallel Advisors, LLC22,449$1.81M0.03%-39813F-HR/ATimeline
Layline Advisors, LLC22,175$1.79M2%13F-HRTimeline
Advisory Services Network, LLC21,977$1.77M0.02%-1,38613F-HRTimeline
Wedmont Private Capital20,631$1.72M0.06%+14513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,682$1.64M0.01%-65513F-HRTimelineGroup
Ruggaard & Associates LLC20,249$1.63M0.65%-12713F-HRTimeline
FLOW TRADERS U.S. LLC20,000$1.61M0.05%new13F-HRTimeline
Western Wealth Management, LLC19,900$1.6M0.06%+13,47813F-HR/ATimeline
Approach Retirement Advisors, LLC19,772$1.59M1.33%-32013F-HRTimeline
Fort Vancouver Investment Management, L…19,427$1.57M0.8%-513F-HRTimeline
AGH Wealth Advisors, LLC19,169$1.55M1.14%-61213F-HRTimeline
Andrews Advisory Associates, LLC19,124$1.54M0.81%new13F-HRTimeline
UMB Bank, n.a.18,976$1.53M0.02%+6,15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,660$1.5M0.03%-27,86213F-HRTimelineGroup
Signal Advisors Wealth, LLC18,192$1.47M0.1%-14213F-HRTimeline
DIXON FNANCIAL SERVICES, INC.17,964$1.45M0.65%013F-HRTimeline
SeedSafe Financial LLC17,693$1.43M1.17%013F-HRTimeline
Acropolis Investment Management, LLC17,566$1.42M0.06%-76813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC17,474$1.41M0.21%-14913F-HRTimeline
SAPIENT CAPITAL LLC17,376$1.4M0.02%new13F-HR/ATimeline
Camarda Financial Advisors, LLC17,256$1.39M0.73%-58313F-HRTimeline
Meridian Wealth Management, LLC17,134$1.38M0.05%-3,74013F-HRTimeline
USAdvisors Wealth Management, LLC16,979$1.34M0.44%+3113F-HRTimeline
Foster Group, Inc.16,553$1.33M0.04%-72913F-HRTimeline
NWAM LLC16,416$1.32M0.08%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC16,090$1.3M0.34%-23313F-HRTimeline
VICUS CAPITAL15,985$1.29M0.09%+3,79613F-HRTimeline
Fund Evaluation Group, LLC15,700$1.27M0.04%-2,30013F-HRTimeline
Betterment LLC15,521$1.25M<0.01%+1,03113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15,511$1.25M0.45%-16013F-HRTimeline
LAM GROUP, INC.15,510$1.25M0.69%+3,21513F-HRTimeline
Steward Partners Investment Advisory, L…14,411$1.16M0.01%+13,68213F-HRTimeline
Comprehensive Financial Planning, Inc./…14,365$1.16M0.8%+99613F-HRTimeline
Bedel Financial Consulting, Inc.14,145$1.14M0.13%new13F-HRTimeline
Dana Investment Advisors, Inc.13,690$1.1M0.03%new13F-HRTimeline
GC Wealth Management RIA, LLC13,517$1.09M0.05%+3,11313F-HRTimeline
Tranquility Partners, LLC13,086$1.05M0.4%+1213F-HRTimeline
Savvy Advisors, Inc.12,987$1.05M0.03%+4,76313F-HRTimeline
M Holdings Securities, Inc.12,081$1.03M0.07%new13F-HRTimeline
Kelman-Lazarov, Inc.12,743$1.03M0.15%+17213F-HRTimeline
ORBA Wealth Advisors, L.L.C.12,461$1M1.2%-56213F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.12,685$1000K0.88%+2,63513F-HRTimeline
Wealth Architects, LLC12,272$989K0.09%013F-HRTimeline
Lifetime Wealth Management P.C.12,185$982K0.56%+65113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.12,145$979K0.72%+7,20413F-HRTimeline
Parkwoods Wealth Partners, LLC11,248$907K0.22%+1,33613F-HRTimeline
TOWLE & CO10,572$852K0.33%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,077$812K0.04%-68213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,820$792K0.01%new13F-HRTimelineGroup
Accredited Investors Inc.9,683$781K0.04%+6,61413F-HRTimeline
Clarity Capital Advisors, LLC9,680$780K0.36%+2713F-HRTimeline
DIVERSIFIED TRUST CO9,545$769K0.01%013F-HRTimeline
BFI Wealth Solutions, LLC9,155$744K0.71%+4,32013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,232$744K0.08%new13F-HRTimeline
PRIVATE TRUST CO NA8,977$724K0.06%+24013F-HRTimeline
Diversified Portfolios, Inc.8,974$723K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,636$696K<0.01%+99613F-HRTimeline
Blue Trust, Inc.8,568$691K0.01%-9813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,433$680K0.01%-46713F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC8,431$680K0.35%-18313F-HRTimeline
Legacy Capital Wealth Partners, LLC8,136$656K0.14%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,915$638K0.01%-46413F-HRTimeline
West Wealth Group, LLC7,879$635K0.13%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.7,733$623K0.47%+1,29213F-HRTimeline
CWA Asset Management Group, LLC7,663$618K0.02%013F-HRTimeline
Brooklyn Investment Group7,651$617K0.02%+4,63313F-HRTimeline
Disciplined Investments, LLC7,522$606K0.22%+2013F-HRTimeline
Level Financial Advisors7,031$567K0.14%-14313F-HRTimeline
Arbor Wealth Advisors LLC7,020$566K0.4%+1,51013F-HRTimeline
OneDigital Investment Advisors LLC6,976$562K0.01%+2,23413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,827$550K0.03%-5813F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,706$541K0.11%+9013F-HRTimeline
Stegent Equity Advisors, Inc.6,666$537K0.46%-2,08813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,642$535K0.07%013F-HRTimeline
Zhang Financial LLC6,512$525K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,417$517K<0.01%+3913F-HRTimelineGroup
Northwest Financial Advisors6,345$511K0.99%+10313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,315$509K0.04%-64513F-HRTimeline
Financial Synergies Wealth Advisors, In…6,266$505K0.05%+1813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,098$492K0.02%new13F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC6,097$491K0.22%+1713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,042$487K0.01%+2,25813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,023$486K0.01%new13F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC6,014$485K0.29%-65113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,928$478K0.29%+82313F-HRTimeline
Magnolia Private Wealth, LLC5,795$467K0.31%013F-HRTimeline
Fulton Bank, N.A.5,693$459K0.02%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,684$458K0.33%-16213F-HRTimeline
Financial Plan, Inc.5,643$455K0.05%-30313F-HRTimeline
PFG Investments, LLC5,546$447K0.02%-4113F-HRTimeline
SAX WEALTH ADVISORS, LLC5,860$444K0.02%013F-HRTimeline
Porter White Investment Advisors, Inc.5,469$441K0.18%013F-HRTimeline
Smithfield Trust Co5,413$436K0.02%013F-HRTimeline
PlanVest Financial, Inc5,366$433K0.33%13F-HRTimeline
Redwood Park Advisors LLC5,346$431K0.32%-2913F-HRTimeline
Foundry Financial LLC5,255$424K0.18%+37813F-HRTimeline
Avantax Planning Partners, Inc.5,191$418K0.01%-45813F-HRTimeline
HRT FINANCIAL LP5,187$418K<0.01%new13F-HRTimeline
Sensenig Capital Advisors, Inc5,113$412K0.42%-33913F-HRTimeline
Fiduciary Wealth Partners, LLC5,044$407K0.27%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,042$406K<0.01%-95013F-HRTimeline
Altiora Financial Group, LLC4,890$394K0.06%013F-HRTimeline
BIP Wealth, LLC4,887$394K0.02%+4113F-HRTimeline
Jacobi Capital Management LLC4,863$392K0.02%+613F-HRTimeline
May Hill Capital, LLC4,802$387K0.1%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,610$372K0.03%new13F-HRTimeline
Lutz Financial Services LLC4,523$365K0.02%013F-HRTimeline
James J. Burns & Company, LLC4,471$360K0.05%+1313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,398$355K0.09%+1213F-HRTimeline
Coquina Private Wealth LLC4,381$353K0.28%+913F-HRTimeline
Canvas Wealth Advisors, LLC4,370$352K0.06%+20613F-HRTimeline
HBW ADVISORY SERVICES LLC4,324$349K0.04%new13F-HRTimeline
CGN Advisors LLC4,320$348K0.03%013F-HRTimeline
MEMBERS WEALTH LLC4,000$343K0.2%-713F-HRTimeline
Root Financial Partners, LLC4,228$341K0.02%+2,82413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,151$335K0.01%-4,67813F-HR/ATimelineGroup
WEST MICHIGAN ADVISORS, LLC4,132$333K0.07%new13F-HRTimeline
Revolve Wealth Partners, LLC4,111$331K0.04%013F-HRTimeline
Clearstead Advisors, LLC4,104$331K<0.01%+4,05813F-HRTimeline
Oak Wealth Advisors LLC4,084$329K0.18%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,002$320K0.1%+1,24713F-HRTimeline
ACORN CREEK CAPITAL LLC3,968$320K0.11%-92413F-HRTimeline
Ferguson Johnson Wealth Management Inc3,903$314K0.25%+2413F-HRTimeline
Gradient Capital Advisors, LLC3,892$314K0.08%+23913F-HRTimeline
Mayfair Advisory Group, LLC3,824$308K0.11%+1,01713F-HRTimeline
Paul R. Ried Financial Group, LLC3,811$307K0.14%-22913F-HRTimeline
William Howard & Co Financial Advisors …3,781$305K0.26%+1013F-HRTimeline
Hurley Capital, LLC3,673$296K0.16%+81413F-HRTimeline
Meridian Wealth Advisors, LLC3,643$294K0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,596$288K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,559$287K0.02%+413F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,536$285K0.02%013F-HRTimeline
Keel Point, LLC3,530$285K0.02%new13F-HRTimeline
ATWOOD & PALMER INC3,525$284K0.02%+513F-HRTimeline
PFG Advisors3,502$282K0.01%new13F-HRTimeline