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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,904,202$646M1.24%+1,738,08213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,179,549$403M0.21%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,749,856$179M0.05%+869,63813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,300,591$150M+2,066,721Timeline
LPL Financial LLC2,281,637$149M0.06%+374,21513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,029,687$132M0.11%+263,28213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,887,554$123M0.08%+150,32613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,666,760$109M-95,423Timeline
COMERICA BANK1,559,044$102M0.43%+33,57113F-HRTimeline
Pure Financial Advisors, LLC1,488,918$97.1M2.03%-114,94013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,456,466$95M0.01%+398,90513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding1,454,265$94.8M+285,668Timeline
Falcon Wealth Planning1,439,526$93.9M10.43%+255,52213F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,311,624$85.5M2.68%-27,65913F-HRTimeline
PrairieView Partners, LLC1,205,444$78.6M8.2%-24,14713F-HRTimeline
Cetera Investment Advisers1,188,235$77.5M0.15%+79,97013F-HRTimeline
Waverly Advisors, LLC1,182,164$77.1M0.94%+217,25813F-HRTimeline
Beaird Harris Wealth Management, LLC1,117,274$72.9M6.19%+61,47513F-HRTimeline
Bridgewater Advisors Inc.1,051,553$66M5.71%+64,45713F-HRTimeline
NIXON PEABODY TRUST CO1,009,828$65.9M5.59%+101,30413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,001,083$65.3M<0.01%+111,36513F-HRTimelineGroup
Cannon Financial Strategists, Inc.996,328$65M11.15%+14713F-HRTimeline
HUB Investment Partners, LLC988,110$64.4M2.6%+16,83413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC955,336$62.3M0.09%+112,72313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC908,716$59.3M8.2%+56,31913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding837,203$54.6M+638,584Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC830,934$54.2M0.02%+152,65713F-HRTimelineGroup
Global Strategic Investment Solutions, …769,050$50.1M5.8%+167,59013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN655,328$42.7M0.01%+163,91713F-HRTimelineGroup
FMR LLCin group FMR LLC639,199$41.7M<0.01%-90,83713F-HRTimelineGroup
FAS Wealth Partners, Inc.628,533$41M3.34%+5,93413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska620,453$40.5M6.15%+80,53113F-HRTimelineGroup
Financial Engines Advisors L.L.C.591,062$38.5M0.08%+28,87813F-HRTimeline
Glenview Trust Co534,700$34.9M0.68%+97,03513F-HR/ATimeline
Legacy Financial Strategies, LLC507,542$33.1M7.22%+20,16013F-HRTimeline
Opus Capital Group, LLC490,071$32M4.11%-4,36313F-HRTimeline
Allegiance Financial Group Advisory Ser…482,417$31.5M9.57%+27,65413F-HRTimeline
JRM Investment Counsel, LLC474,795$31M10.55%+24,25913F-HRTimeline
Visionary Wealth Advisors464,559$30.3M1.82%+18,47813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.464,290$30.3M8.85%+146,45613F-HRTimeline
Pacific Life Fund Advisors LLC419,347$27.3M3.07%-12,10113F-HRTimeline
UBS Group AGin group UBS Group AG411,685$26.8M0.01%+15,94613F-HRTimelineGroup
Willow Creek Wealth Management Inc.381,714$24.9M2.42%+41,45013F-HRTimeline
Fortress Wealth Management, Inc.353,669$23.1M11.98%-56,66213F-HRTimeline
Strategic Blueprint, LLC326,902$21.3M1.16%+12,52313F-HRTimeline
B&D White Capital Company, LLC323,644$21.1M3.11%+146,89613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA323,079$21.1M<0.01%+97,88513F-HR/ATimelineGroup
Chicago Partners Investment Group LLC327,396$20.7M0.69%+12,95713F-HRTimeline
McIlrath & Eck, LLC286,975$18.7M2.3%+7,60013F-HRTimeline
Private Advisor Group, LLC285,527$18.6M0.11%+46,44213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268,374$17.5M<0.01%+98,11813F-HRTimelineGroup
AIRE ADVISORS, LLC263,567$17.2M3.62%+18,34413F-HRTimeline
Leading Edge Financial Planning LLC258,280$16.8M5.26%+13,44213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.255,514$16.7M13.26%-18,99613F-HRTimeline
Arax Advisory Partners255,094$16.6M1.07%new13F-HRTimeline
WJ Interests, LLC244,937$16M7.43%+24,63813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC242,840$15.8M0.13%+60,34213F-HR/ATimelineGroup
NewEdge Advisors, LLC241,608$15.8M0.09%+17,00613F-HRTimeline
Arlington Financial Advisors, LLC241,364$15.7M2.77%+4,12013F-HRTimeline
Oceanside Advisors LLC236,142$15.4M11.14%+4,20913F-HRTimeline
Summit X, LLC232,326$15.1M3.18%+70,21213F-HRTimeline
Three Cord True Wealth Management, LLC231,682$15.1M12.96%+17,11813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV227,711$14.8M0.03%+112,67113F-HRTimeline
ShoreHaven Wealth Partners, LLC221,296$14.4M6.91%+86,27113F-HRTimeline
HighTower Advisors, LLC217,576$14.2M0.02%-14,98613F-HRTimeline
Austin Wealth Management, LLC217,984$13.6M2.73%+27,90813F-HRTimeline
Northland Capital Management LLC198,970$13M8.78%+1,91213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS198,466$12.9M5.24%+21,60413F-HRTimeline
Heritage Wealth Management, Inc. /CA/195,897$12.8M10.91%+5,47313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC191,281$12.5M4.26%-109,54113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…186,709$12.2M0.4%+4,46413F-HRTimelineGroup
Beacon Pointe Advisors, LLC186,302$12.1M0.14%+70,02813F-HRTimeline
REAP Financial Group, LLC182,211$11.9M2.94%+15,46613F-HRTimeline
Shotwell Rutter Baer Inc203,263$11.9M10.45%-22213F-HRTimeline
Atria Investments, Inc181,361$11.8M0.15%-36313F-HRTimeline
Fonville Wealth Management LLC178,893$11.7M3.44%+13,69513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding182,420$11.5M+10,168Timeline
Krilogy Financial LLC176,342$11.5M0.75%+2,46513F-HRTimeline
Modern Wealth Management, LLC173,215$11.3M0.36%+3,64713F-HR/ATimeline
McMill Wealth Management171,275$11.2M4.03%+24,48513F-HRTimeline
Nova R Wealth, Inc.168,962$11M5.46%+1,57913F-HRTimeline
Symmetry Partners, LLC168,466$11M1.53%+38,60313F-HRTimeline
Perigon Wealth Management, LLC166,562$10.9M0.28%-5,26513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC164,140$10.7M2.89%+17,40113F-HRTimeline
Bison Wealth, LLC164,074$10.7M1%+13,47613F-HRTimeline
Keener Financial Planning LLC157,594$10.3M6.68%-9,80013F-HRTimeline
SAGE RHINO CAPITAL LLC153,868$10M2.33%+5,08113F-HRTimeline
Echo Wealth Management, LLC151,474$9.88M6.67%+4,44713F-HRTimeline
PCG Wealth Advisors, LLC150,032$9.78M3.41%-2,87013F-HRTimeline
BostonPremier Wealth LLC148,991$9.72M6.03%+3,73113F-HRTimeline
Valued Wealth Advisors LLC146,765$9.57M5.74%+6,80913F-HRTimeline
WCG Wealth Advisors LLC146,596$9.56M0.73%+4,13713F-HR/ATimeline
Meritas Wealth Management, LLC144,239$9.41M5.52%+29,85413F-HRTimeline
Gotham Asset Management, LLC139,098$9.07M0.08%new13F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…136,363$8.89M5.06%+74513F-HRTimeline
FIDELITY D & D BANCORP INC135,302$8.82M5.81%+9,45613F-HRTimeline
Farther Finance Advisors, LLC133,809$8.76M0.22%+62,91013F-HRTimeline
Advantage Trust Co134,134$8.75M5.3%+23,68813F-HRTimeline
MB Generational Wealth, LLC133,529$8.71M6.5%-56813F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC133,135$8.68M7.09%+3,89113F-HRTimeline
Mach-1 Financial Group, LLC132,854$8.66M2.6%+123,34913F-HRTimeline
Fortitude Family Office, LLC129,536$8.45M3.02%+29,08913F-HRTimeline
Greenwich Wealth Management LLC124,524$8.12M0.61%+7,68913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,938$8.02M0.02%+12,44613F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC122,680$8M7.13%-2,91713F-HRTimeline
MML INVESTORS SERVICES, LLC120,124$7.83M0.03%+51,39913F-HRTimeline
Foundry Financial Group, Inc.119,210$7.77M4.79%+3,31013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC114,339$7.46M0.62%+12,54413F-HRTimeline
Apella Capital, LLC119,827$7.41M0.25%+88,41213F-HRTimeline
Financial Futures Ltd Liability Co.110,789$7.22M4.1%+2,64613F-HRTimeline
SOL Capital Management CO110,188$7.18M0.79%-4913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…108,467$7.07M0.1%+80,37413F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC119,153$6.91M1.56%+36,09613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,958$6.78M0.03%+8,67213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP103,131$6.73M0.09%+51,08813F-HRTimeline
Quadcap Wealth Management, LLC98,998$6.46M0.94%+85,61413F-HRTimeline
Yardley Wealth Management LLC97,926$6.39M3.76%-14,23513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP97,854$6.38M0.01%+2,76613F-HRTimelineGroup
Creative Planningin group Creative Planning97,540$6.36M0.01%-2,07713F-HRTimelineGroup
Pine Harbor Wealth Management, LLC89,962$5.87M2.35%+19,81113F-HRTimeline
Kings Path Partners LLC89,566$5.84M2.86%+7,33513F-HRTimeline
Forthright Family Wealth Advisory LLC88,065$5.74M3.79%+1,42313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV87,169$5.68M0.43%+26,81313F-HRTimeline
Premier Path Wealth Partners, LLC86,804$5.66M0.88%+2,26213F-HRTimeline
ANDERSON HOAGLAND & CO98,795$5.62M0.67%+3,26813F-HRTimeline
Factor Wealth Management LTD85,545$5.58M1.71%+3,77613F-HRTimeline
Vestment Financial LLC84,069$5.51M3.95%+8,64113F-HRTimeline
Larson Financial Group LLC81,855$5.34M0.25%-99713F-HRTimeline
CARDIFF PARK ADVISORS, LLC81,331$5.3M0.51%+24013F-HRTimeline
Cherry Tree Wealth Management, LLC80,067$5.22M1.26%+2,60113F-HRTimeline
PLANWISER FINANCIAL, LLC78,154$4.94M4.47%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,872$4.49M<0.01%+14,40413F-HRTimelineGroup
Stone Summit Wealth LLC64,311$4.19M1.42%+14913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,275$4.13M<0.01%+13,86313F-HRTimelineGroup
Midwest Financial Group LLC63,124$4.12M2.39%-1,31813F-HRTimeline
EnRich Financial Partners LLC61,699$4.02M1.35%+7,51913F-HRTimeline
Navigoe, LLC61,629$4.02M3.48%+12,68213F-HRTimeline
&PARTNERS61,138$3.95M0.04%+57,44413F-HRTimeline
Paladin Advisory Group, LLC59,515$3.88M3.11%+11313F-HRTimeline
Total Wealth Planning, LLC59,183$3.86M0.59%-84113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…58,199$3.8M1.89%+9,35213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC57,144$3.73M0.5%+28,00413F-HRTimeline
Prosperity Planning, Inc.56,888$3.71M1.16%+11,97013F-HRTimeline
WMG Financial Advisors, LLC54,476$3.55M1.51%-38213F-HRTimeline
Pasadena Private Wealth, LLC52,473$3.42M0.66%-3,12613F-HRTimeline
Sovran Advisors, LLC52,913$3.2M0.42%+8,47813F-HRTimeline
Elios Financial Group Inc.47,811$3.12M1.54%-4013F-HRTimeline
Burk Holdings LLC46,872$3.06M2.31%+13913F-HRTimeline
Cambridge Investment Research Advisors,…45,973$3M0.01%+4,39113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC44,827$2.92M1.46%+69013F-HRTimeline
ENTREWEALTH, LLC44,713$2.92M2.24%+15,05013F-HRTimeline
Werba Rubin Papier Wealth Management44,425$2.9M0.63%+5,16713F-HRTimeline
Summit Wealth Partners, LLC42,637$2.78M0.56%+11,98013F-HRTimeline
LRI Investments, LLC42,375$2.76M0.27%+36,68813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,861$2.71M<0.01%+6,73813F-HR/ATimelineGroup
Certified Advisory Corp41,213$2.69M0.3%+34,71513F-HRTimeline
Cascade Financial Partners, LLC41,155$2.68M0.34%+17,33013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,125$2.68M0.14%new13F-HRTimeline
Tillman Hartley LLC39,482$2.57M0.75%+16,14213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC39,324$2.56M1.3%+4,22413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC39,310$2.56M0.07%+3,33213F-HRTimeline
Vannoy Advisory Group, Inc.38,241$2.49M1.85%-64513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,238$2.49M0.07%+4,62613F-HRTimelineGroup
Bridgewealth Advisory Group, LLC36,243$2.36M3.11%+1,99513F-HRTimeline
CRA Financial Services, LLC35,892$2.34M0.4%+7,02313F-HRTimeline
Plancorp, LLC35,559$2.32M0.09%013F-HRTimeline
Dynamic Advisor Solutions LLC35,120$2.29M0.08%+1,93013F-HRTimeline
Orion Capital Management LLC34,384$2.24M0.94%+9,16113F-HRTimeline
Armbruster Capital Management, Inc.34,310$2.24M0.45%+1,58013F-HRTimeline
Midwest Heritage Bank, FSB34,107$2.22M0.92%+17,02013F-HRTimeline
Foundations Investment Advisors, LLC33,839$2.21M0.04%+2,64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,775$2.14M<0.01%-85,58313F-HRTimelineGroup
Vawter Financial, Ltd.32,758$2.14M1.2%+8,45613F-HRTimeline
ABLE Financial Group, LLC32,270$2.1M0.59%+7,80313F-HRTimeline
Herold Advisors, Inc.32,141$2.1M0.46%+1,36713F-HRTimeline
Greenspring Advisors, LLC31,591$2.06M0.49%+3,91413F-HRTimeline
Cypress Point Wealth Management, LLC31,481$2.05M0.65%+213F-HRTimeline
Lifestyle Asset Management, Inc.31,446$2.05M1.13%-128,41413F-HRTimeline
GUIDANCE CAPITAL, INC31,703$2.03M0.62%+3,36813F-HRTimeline
AGH Wealth Advisors, LLC30,858$2.01M1.94%-9,52313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.30,872$2.01M0.65%+3,36313F-HRTimeline
Mattern Wealth Management LLC28,973$1.89M0.42%013F-HRTimeline
SRH ADVISORS, LLC28,788$1.88M0.58%new13F-HRTimeline
LexAurum Advisors, LLC28,325$1.85M0.35%+1,50913F-HRTimeline
Parkshore Wealth Management, Inc.28,222$1.84M1.07%+37213F-HRTimeline
TCI Wealth Advisors, Inc.27,413$1.79M0.14%+5813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP27,359$1.78M0.03%new13F-HRTimelineGroup
CAP Partners, LLC26,234$1.71M1.24%-10,51513F-HRTimeline
Pacific Asset Management, LLC26,003$1.7M1.52%+57313F-HRTimeline
Tortoise Investment Management, LLC25,380$1.66M0.17%+2,28013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,640$1.61M0.02%-21313F-HRTimelineGroup
SC&H Financial Advisors, Inc.23,832$1.55M0.31%+9513F-HRTimeline
Callan Capital, LLC23,770$1.55M0.11%-1,10613F-HRTimeline
Advisory Services Network, LLC23,383$1.52M0.03%+10,55413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC22,109$1.44M0.19%+14,62313F-HRTimeline
Plum Street Advisors, LLC21,978$1.43M0.69%+5,17813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC21,553$1.41M0.28%+68513F-HRTimeline
Austin Asset Management Co Inc21,397$1.4M0.29%013F-HRTimeline
USAdvisors Wealth Management, LLC20,482$1.33M0.47%-1,67013F-HRTimeline
Financial Partners Group, Inc20,031$1.31M0.2%+14,10713F-HRTimeline