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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
D.A. DAVIDSON & CO.3,500$282K<0.01%013F-HRTimeline
Wescott Financial Advisory Group, LLC3,484$281K0.02%-64113F-HRTimeline
Smartleaf Asset Management LLC3,536$279K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,451$278K0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC3,446$278K<0.01%-613F-HRTimeline
Evanson Asset Management, LLC3,421$276K0.01%+1013F-HRTimeline
Dogwood Wealth Management LLC3,396$274K0.12%-4313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,372$272K<0.01%-43313F-HRTimelineGroup
Haven Private, LLC3,324$268K0.12%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,110$251K<0.01%013F-HRTimelineGroup
Waterfront Wealth Inc.3,035$245K0.04%+113F-HRTimeline
Stordahl Capital Management, Inc.2,999$242K0.05%013F-HRTimeline
TIAAgroup of 2 filers holding2,997$242K0Timeline
Brickley Wealth Management2,968$239K0.04%-42413F-HRTimeline
Fortis Capital Management LLC2,901$234K0.03%013F-HRTimeline
Creative Capital Management Investments…2,875$232K0.07%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,845$229K<0.01%013F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,860$225K0.01%new13F-HRTimelineGroup
Cogent Private Wealth, Inc.2,788$225K0.16%-37913F-HRTimeline
FMB WEALTH MANAGEMENT2,728$220K0.09%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,655$214K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,626$212K<0.01%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …2,605$210K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,409$194K<0.01%+1,11213F-HRTimeline
BOKF, NAin group BOKF, NA2,393$193K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,147$173K<0.01%+2013F-HRTimelineGroup
Private Wealth Asset Management, LLC2,145$173K0.02%013F-HRTimeline
Parkside Financial Bank & Trust2,092$169K0.01%+6813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,959$158K<0.01%+2213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,756$142K<0.01%+49413F-HRTimelineGroup
MAI Capital Management1,573$127K<0.01%-5,12213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,546$125K<0.01%+92113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc1,531$123K<0.01%+613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,440$116K0.01%013F-HRTimeline
Allworth Financial LP1,289$104K<0.01%+5413F-HRTimeline
Geneos Wealth Management Inc.1,275$103K<0.01%+3513F-HRTimeline
Aventura Private Wealth, LLC1,104$89K0.03%+53113F-HRTimeline
Longview Financial Advisors, Inc.1,076$86.7K0.05%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC1,017$82K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…994$80.1K0.02%013F-HRTimelineGroup
Hamrick Investment Counsel, llc980$79K0.04%new13F-HRTimeline
MATHER GROUP, LLC.925$74.6K<0.01%new13F-HRTimeline
GoalVest Advisory LLC708$57.1K0.01%+33413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.703$56.7K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…621$50.1K<0.01%+713F-HRTimelineGroup
Addison Advisors LLC600$48.4K0.01%-1513F-HRTimeline
CENTRAL TRUST Co577$46.5K<0.01%013F-HRTimeline
Nemes Rush Group LLC567$45.7K<0.01%-4113F-HRTimeline
Tradewinds Capital Management, LLC523$42.2K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.516$41.6K0.01%-2,66513F-HRTimeline
Kingdom Financial Group LLC.516$41.6K0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC493$39.7K<0.01%13F-HRTimelineGroup
Robinswood Financial LLC450$36.3K0.01%013F-HR/ATimeline
Community Bank, N.A.441$35.5K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.433$34.9K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC424$34.2K0.01%+3613F-HRTimeline
Napier Financial, LLC407$32.8K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC300$24.2K<0.01%new13F-HRTimelineGroup
SHP Wealth Management261$21.1K<0.01%new13F-HRTimeline
Family Capital Trust Co247$19.9K0.01%+4913F-HR/ATimeline
Cetera Trust Company, N.A200$16.1K0.01%-18313F-HRTimeline
Realta Investment Advisors139$11.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.135$10.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…120$9.67K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.102$8.22K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC94$8K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC92$7.43K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC89$7.17K<0.01%013F-HRTimeline
CoreCap Advisors, LLC61$4.92K<0.01%-12213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC61$4.92K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC52$4.19K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB48$3.87K<0.01%013F-HRTimeline
Sound Income Strategies, LLC45$3.64K<0.01%+4113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36$2.9K<0.01%new13F-HR/ATimeline
Central Pacific Bank - Trust Division25$2.02K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC27$2K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC10$811<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC1$60<0.01%013F-HRTimeline
JPL Wealth Management, LLC0$32<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.