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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

341 managers (346 13F filers) reported a position in AVLV shares at 2024-12-31, 65,538,218 shares in all. 49 filers opened a position and 7 filers sold out during the quarter.

Managers
341
13F filers
346
New
49
Added
166
Reduced
68
Sold out
7
Shares held by filers
65,538,218

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,166,120$545M1.04%+459,99013F-HR/ATimeline
Merriman Wealth Management, LLC1,969,084$131M5.47%-42,10813F-HRTimeline
LPL Financial LLC1,907,422$127M0.05%+388,22213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,880,218$124M0.03%+259,74813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,766,405$118M0.1%+153,16613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,762,183$118M-25,865Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,737,228$116M0.07%+194,91813F-HRTimelineGroup
Pure Financial Advisors, LLC1,603,858$107M2.43%-62,19713F-HRTimeline
COMERICA BANK1,525,473$102M0.41%-55,03013F-HR/ATimeline
Prime Capital Investment Advisors, LLC1,511,839$101M1.47%-58,46613F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,339,283$89.4M2.81%-12,18413F-HRTimeline
PrairieView Partners, LLC1,229,591$82.1M8.58%+886,08313F-HRTimeline
Falcon Wealth Planning1,184,004$79.1M8.81%+68,60913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,168,597$78M+33,488Timeline
Cetera Investment Advisers1,108,265$74M0.15%+39,63413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,057,561$70.6M0.01%+313,77713F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,055,799$70.5M6.09%+58,23213F-HRTimeline
Bridgewater Advisors Inc.987,096$66.9M6.99%+56,97513F-HRTimeline
Cannon Financial Strategists, Inc.996,181$66.5M11.4%+23,14913F-HRTimeline
HUB Investment Partners, LLC971,276$64.9M2.73%-100,49213F-HRTimeline
Waverly Advisors, LLC964,906$64.4M1%+106,34613F-HRTimeline
NIXON PEABODY TRUST CO908,524$60.7M5%+48,85113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY889,718$59.4M<0.01%+108,67913F-HR/ATimelineGroup
Moisand Fitzgerald Tamayo, LLC852,397$56.9M8.05%-1,85713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC842,613$56.3M0.08%+53,93213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC801,673$53.5M0.55%-9,92513F-HRTimelineGroup
FMR LLCin group FMR LLC730,036$48.7M<0.01%+267,49713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC678,277$45.3M0.02%13F-HR/ATimelineGroup
FAS Wealth Partners, Inc.622,599$41.6M3.49%-1,19013F-HRTimeline
Global Strategic Investment Solutions, …601,460$40.2M4.7%+234,12513F-HRTimeline
Financial Engines Advisors L.L.C.562,184$37.5M0.08%+21,17313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska539,922$36.1M5.86%13F-HRTimelineGroup
Opus Capital Group, LLC494,434$33M4.19%-3,75213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN491,411$32.8M0.01%+84,24213F-HRTimelineGroup
Legacy Financial Strategies, LLC487,382$32.5M7%+14,39013F-HRTimeline
Allegiance Financial Group Advisory Ser…454,763$30.4M9.84%+23,32113F-HRTimeline
JRM Investment Counsel, LLC450,536$30.1M10.63%+32,65713F-HRTimeline
Visionary Wealth Advisors446,081$29.8M1.75%+9,92113F-HRTimeline
Glenview Trust Co437,665$29.2M0.55%+91,82413F-HRTimeline
Pacific Life Fund Advisors LLC431,448$28.8M2.99%-244,50813F-HRTimeline
Fortress Wealth Management, Inc.410,331$27.4M13.28%+25,35113F-HRTimeline
UBS Group AGin group UBS Group AG395,739$26.4M0.01%+37,10713F-HRTimelineGroup
Willow Creek Wealth Management Inc.340,264$22.7M2.32%+25,00613F-HRTimeline
Chicago Partners Investment Group LLC314,439$21.2M0.71%+24,43913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.317,834$21.2M7.09%+306,12213F-HRTimeline
Strategic Blueprint, LLC314,379$21M1.25%+3,20013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC300,822$20.1M6.98%+1,17713F-HRTimeline
McIlrath & Eck, LLC279,375$18.7M2.38%-13,68313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.274,510$18.3M14.48%-6,22213F-HRTimeline
AIRE ADVISORS, LLC245,223$16.4M3.37%+7,27613F-HRTimeline
Leading Edge Financial Planning LLC244,838$16.3M5.36%+6,73413F-HRTimeline
Private Advisor Group, LLC239,085$16M0.09%+46,55913F-HRTimeline
Arlington Financial Advisors, LLC237,244$15.8M3.15%+5,48513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding233,870$15.6M+52,633Timeline
HighTower Advisors, LLC232,562$15.5M0.02%+3,80713F-HRTimeline
Oceanside Advisors LLC231,933$15.5M11.55%+2,07213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA225,194$15M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC224,602$15M0.09%+152,93913F-HRTimeline
WJ Interests, LLC220,299$14.7M7.1%+11,28213F-HRTimeline
Three Cord True Wealth Management, LLC214,564$14.3M12.39%13F-HRTimeline
Shotwell Rutter Baer Inc203,485$13.6M11.45%-47713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding198,619$13.3M-32,291Timeline
Austin Wealth Management, LLC190,076$13.2M2.73%+18,20213F-HRTimeline
Northland Capital Management LLC197,058$13.2M9.76%-20,17613F-HRTimeline
Heritage Wealth Management, Inc. /CA/190,424$12.7M10.86%-9,63913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC182,498$12.2M0.1%+21,76913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…182,245$12.2M2.38%-4,74813F-HRTimelineGroup
Atria Investments, Inc181,724$12.1M0.15%-5,47313F-HRTimeline
Perigon Wealth Management, LLC171,827$11.8M0.29%+29,81813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS176,862$11.8M5.03%+19,18113F-HRTimeline
B&D White Capital Company, LLC176,748$11.8M1.99%+113,40613F-HRTimeline
Krilogy Financial LLC173,877$11.6M0.77%new13F-HRTimeline
Executive Wealth Management, LLC172,862$11.5M0.9%+14,79713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding172,252$11.5M-960Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO170,256$11.4M<0.01%-23,11013F-HRTimelineGroup
Modern Wealth Management, LLC169,568$11.3M0.42%+3,84413F-HR/ATimeline
Nova R Wealth, Inc.167,383$11.2M5.63%-2,13813F-HRTimeline
Keener Financial Planning LLC167,394$11.2M6.6%+21,43113F-HRTimeline
Independent Advisor Alliance166,755$11.1M0.15%new13F-HRTimeline
REAP Financial Group, LLC166,745$11.1M2.76%-1,50413F-HRTimeline
Fonville Wealth Management LLC165,198$11M3.64%+18,28913F-HRTimeline
Summit X, LLC162,114$10.8M2.4%+6,03513F-HRTimeline
Lifestyle Asset Management, Inc.159,860$10.7M5.82%-27,71713F-HRTimeline
PCG Wealth Advisors, LLC152,902$10.2M3.77%+1,66013F-HRTimeline
Bison Wealth, LLC150,598$10.1M1.23%13F-HRTimeline
SAGE RHINO CAPITAL LLC148,787$9.93M2.17%-5,51813F-HRTimeline
Echo Wealth Management, LLC147,027$9.82M6.78%-76213F-HRTimeline
McMill Wealth Management146,790$9.8M3.97%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC146,739$9.8M2.69%+9,07913F-HRTimeline
BostonPremier Wealth LLC145,260$9.7M5.88%13F-HRTimeline
WCG Wealth Advisors LLC142,459$9.51M0.63%-46,70213F-HRTimeline
Valued Wealth Advisors LLC139,956$9.34M5.85%+2,91513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…135,618$9.06M5.34%+3,48113F-HRTimeline
ShoreHaven Wealth Partners, LLC135,025$9.02M4.26%-3,23913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.134,272$8.97M0.43%+7,08513F-HRTimelineGroup
MB Generational Wealth, LLC134,097$8.95M6.57%-65013F-HRTimeline
Symmetry Partners, LLC129,863$8.67M1.23%+84,45213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC129,244$8.63M7.13%13F-HRTimeline
FIDELITY D & D BANCORP INC125,846$8.4M5.59%+10,67013F-HR/ATimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC125,597$8.39M7.25%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,358$7.9M0.02%+34,56613F-HR/ATimelineGroup
Greenwich Wealth Management LLC116,835$7.8M0.55%+3,36513F-HRTimeline
Beacon Pointe Advisors, LLC116,274$7.76M0.09%-2,90613F-HRTimeline
Foundry Financial Group, Inc.115,900$7.74M4.79%+4,97913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV115,040$7.68M0.02%new13F-HRTimeline
Meritas Wealth Management, LLC114,385$7.64M4.59%+20,74913F-HRTimeline
Yardley Wealth Management LLC112,161$7.47M3.63%+18,26913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,492$7.38M0.02%+19,27413F-HRTimelineGroup
Advantage Trust Co110,446$7.37M4.34%+47,05413F-HRTimeline
SOL Capital Management CO110,237$7.36M0.82%+3,38313F-HRTimeline
Financial Futures Ltd Liability Co.108,143$7.22M4.1%+3,92713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC101,795$6.8M0.56%+6,41613F-HRTimeline
Fortitude Family Office, LLC100,447$6.71M2.4%+19,60713F-HRTimeline
Creative Planningin group Creative Planning99,617$6.65M0.01%+2,07713F-HRTimelineGroup
ANDERSON HOAGLAND & CO95,527$6.63M0.68%+1,11113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC95,286$6.61M0.03%-1,31813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,088$6.35M0.01%+1,31413F-HRTimelineGroup
Forthright Family Wealth Advisory LLC86,642$5.79M3.76%+2,16013F-HRTimeline
Premier Path Wealth Partners, LLC84,542$5.64M0.86%+3,37913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC83,057$5.59M1.16%+18,70013F-HRTimeline
Larson Financial Group LLC82,852$5.53M0.29%-1,99113F-HRTimeline
Kings Path Partners LLC82,231$5.49M2.34%+19,12113F-HRTimeline
Factor Wealth Management LTD81,769$5.46M1.81%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC81,091$5.41M0.52%+26913F-HRTimeline
Cherry Tree Wealth Management, LLC77,466$5.17M1.28%-46213F-HRTimeline
Vestment Financial LLC75,428$5.07M3.88%13F-HRTimeline
Farther Finance Advisors, LLC70,899$4.73M0.17%+38,70913F-HRTimeline
Pine Harbor Wealth Management, LLC70,151$4.68M1.89%new13F-HRTimeline
MML INVESTORS SERVICES, LLC68,725$4.59M0.02%-3,04313F-HRTimeline
Midwest Financial Group LLC64,442$4.3M2.47%+6,72513F-HRTimeline
Stone Summit Wealth LLC64,162$4.28M1.44%+2,07213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,356$4.03M0.29%+26,98413F-HRTimeline
Total Wealth Planning, LLC60,024$4.01M0.62%-1,76713F-HRTimeline
Paladin Advisory Group, LLC59,402$3.97M3.04%+72413F-HRTimeline
Pasadena Private Wealth, LLC55,599$3.71M0.76%+5,44913F-HRTimeline
WMG Financial Advisors, LLC54,858$3.66M1.58%+7,25913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,468$3.64M<0.01%+3,20713F-HRTimelineGroup
EnRich Financial Partners LLC54,180$3.62M1.2%+7,60113F-HRTimeline
SYNOVUS FINANCIAL CORP52,043$3.48M0.04%+2,38213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,412$3.3M<0.01%+29,64913F-HRTimelineGroup
Navigoe, LLC48,947$3.27M3.19%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…48,847$3.26M1.63%+2,32113F-HRTimelineGroup
Elios Financial Group Inc.47,851$3.2M1.51%+2,17213F-HRTimeline
Burk Holdings LLC46,733$3.12M2.52%13F-HRTimeline
Sovran Advisors, LLC44,435$3.01M0.43%13F-HRTimeline
Prosperity Planning, Inc.44,918$3M0.96%+15,76913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC44,137$2.95M1.35%+8813F-HRTimeline
Cambridge Investment Research Advisors,…41,582$2.78M0.01%-21,21813F-HRTimeline
AGH Wealth Advisors, LLC40,381$2.7M2.5%13F-HRTimeline
Werba Rubin Papier Wealth Management39,258$2.62M0.62%-1,17013F-HRTimeline
Vannoy Advisory Group, Inc.38,886$2.6M1.93%-95913F-HRTimeline
CAP Partners, LLC36,749$2.45M1.73%-1,09313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,978$2.4M0.06%+2,91513F-HRTimeline
Bridgewealth Advisory Group, LLC34,248$2.38M0.67%+17,72413F-HRTimeline
Plancorp, LLC35,559$2.37M0.1%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,123$2.35M<0.01%-66113F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC35,100$2.34M1.19%+29,60313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,612$2.24M0.06%+14,32413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,548$2.24M<0.01%+9,79613F-HRTimelineGroup
Dynamic Advisor Solutions LLC33,190$2.22M0.1%+2,00713F-HRTimeline
Armbruster Capital Management, Inc.32,730$2.19M0.44%+5,61013F-HRTimeline
Cypress Point Wealth Management, LLC31,479$2.1M0.65%+213F-HRTimeline
Apella Capital, LLC31,415$2.1M0.08%new13F-HRTimeline
Foundations Investment Advisors, LLC31,192$2.08M0.04%new13F-HRTimeline
Herold Advisors, Inc.30,774$2.05M0.45%+67613F-HRTimeline
Summit Wealth Partners, LLC30,657$2.05M0.42%+5,55813F-HRTimeline
TAP Consulting, LLC30,072$2.01M0.41%new13F-HRTimeline
GUIDANCE CAPITAL, INC28,335$1.98M0.61%+6,56813F-HRTimeline
ENTREWEALTH, LLC29,663$1.95M1.8%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC29,140$1.95M0.25%+513F-HRTimeline
Mattern Wealth Management LLC28,973$1.93M0.43%new13F-HRTimeline
CRA Financial Services, LLC28,869$1.93M0.33%+4,15713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,093$1.88M0.03%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.27,850$1.86M1.12%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,690$1.85M<0.01%+18,46713F-HRTimelineGroup
Greenspring Advisors, LLC27,677$1.85M0.4%-46813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.27,509$1.84M0.59%+4,11913F-HRTimeline
TCI Wealth Advisors, Inc.27,355$1.83M0.15%013F-HRTimeline
LexAurum Advisors, LLC26,816$1.79M0.35%+2,48613F-HRTimeline
Pacific Asset Management, LLC25,430$1.7M1.6%13F-HRTimeline
Orion Capital Management LLC25,223$1.68M0.74%+3,21913F-HRTimeline
Callan Capital, LLC24,876$1.66M0.12%-1,25913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,853$1.66M0.02%+1,05213F-HRTimelineGroup
ABLE Financial Group, LLC24,467$1.63M0.48%new13F-HRTimeline
Vawter Financial, Ltd.24,302$1.62M0.97%+4,24313F-HRTimeline
Canvas Wealth Advisors, LLC23,959$1.6M0.4%+23213F-HRTimeline
Cascade Financial Partners, LLC23,825$1.59M0.21%+1,32313F-HRTimeline
SC&H Financial Advisors, Inc.23,737$1.58M0.33%+10613F-HRTimeline
Tillman Hartley LLC23,340$1.56M0.45%-2,01313F-HRTimeline
Tortoise Investment Management, LLC23,100$1.54M0.16%-19413F-HR/ATimeline
Vise Technologies, Inc.22,871$1.53M0.13%new13F-HRTimeline
USAdvisors Wealth Management, LLC22,152$1.48M0.48%-15313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,602$1.44M<0.01%new13F-HRTimelineGroup
Austin Asset Management Co Inc21,397$1.43M0.28%+17,49813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,868$1.39M0.3%-4,81313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,543$1.3M0.01%+40313F-HRTimeline
Wedmont Private Capital19,273$1.29M0.07%+24913F-HRTimeline
Meridian Wealth Management, LLC18,069$1.21M0.06%+1,18813F-HRTimeline
Decker Retirement Planning Inc.18,069$1.21M0.7%13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.17,964$1.2M0.65%013F-HRTimeline