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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

369 managers (375 13F filers) reported a position in AVLV shares at 2025-06-30, 105,780,018 shares in all. 41 filers opened a position and 24 filers sold out during the quarter.

Managers
369
13F filers
375
New
41
Added
204
Reduced
93
Sold out
24
Shares held by filers
105,780,018

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,158,842$1.1B0.71%+9,979,29313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,021,538$752M+9,354,778Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,645,590$673M1.11%-258,61213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,054,363$208M0.05%+304,50713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,869,524$196M+568,933Timeline
LPL Financial LLC2,361,048$161M0.05%+79,41113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,207,273$151M0.27%+2,189,96813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,966,093$134M0.07%+78,53913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,849,420$126M0.09%-180,26713F-HRTimelineGroup
Falcon Wealth Planning1,627,076$111M11.22%+187,55013F-HRTimeline
COMERICA BANK1,561,019$106M0.41%+1,97513F-HRTimeline
Prime Capital Investment Advisors, LLC1,540,491$105M1.4%new13F-HRTimeline
Pure Financial Advisors, LLC1,495,289$102M1.8%+6,37113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,463,736$99.8M+9,471Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,401,544$95.6M0.01%-54,92213F-HRTimelineGroup
Waverly Advisors, LLC1,351,013$92.2M1.01%+168,84913F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,342,796$91.6M2.63%+31,17213F-HRTimeline
Cetera Investment Advisers1,332,795$90.9M0.15%+144,56013F-HRTimeline
PrairieView Partners, LLC1,232,715$84.1M8.13%+27,27113F-HRTimeline
Beaird Harris Wealth Management, LLC1,196,991$81.6M6.32%+79,71713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,109,173$75.7M<0.01%+108,09013F-HRTimelineGroup
Bridgewater Advisors Inc.1,074,556$75.3M5.73%+23,00313F-HRTimeline
Cannon Financial Strategists, Inc.1,049,355$71.6M11.31%+53,02713F-HRTimeline
NIXON PEABODY TRUST CO1,034,603$70.6M5.47%+24,77513F-HRTimeline
HUB Investment Partners, LLC1,032,791$70.4M2.46%+44,68113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,026,562$70M8.86%+117,84613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC962,249$65.6M0.09%+6,91313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC743,458$50.7M0.47%new13F-HRTimelineGroup
&PARTNERS742,520$50.7M0.39%+681,38213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC736,509$50.2M0.02%-94,42513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding685,902$46.8M-151,301Timeline
Wealth Management Nebraskain group Wealth Management Nebraska686,247$46.7M6.32%+65,79413F-HRTimelineGroup
Global Strategic Investment Solutions, …676,904$46.2M4.93%-92,14613F-HRTimeline
FAS Wealth Partners, Inc.654,293$44.6M3.3%+25,76013F-HRTimeline
Financial Engines Advisors L.L.C.611,107$41.7M0.08%+20,04513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC559,912$38.2M0.27%+317,07213F-HR/ATimelineGroup
Glenview Trust Co558,229$38.1M0.66%+23,52913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.536,993$36.6M9.44%+72,70313F-HRTimeline
FMR LLCin group FMR LLC522,280$35.6M<0.01%-116,91913F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…520,102$35.5M9.39%+37,68513F-HRTimeline
Legacy Financial Strategies, LLC500,782$34.2M6.7%-6,76013F-HRTimeline
UBS Group AGin group UBS Group AG490,371$33.4M0.01%+78,68613F-HRTimelineGroup
Opus Capital Group, LLC487,866$33.3M3.98%-2,20513F-HRTimeline
JRM Investment Counsel, LLC485,224$33.1M10.64%+10,42913F-HRTimeline
Visionary Wealth Advisors475,347$32.4M1.66%+10,78813F-HRTimeline
Verus Financial Partners, Inc.416,887$28.9M2.95%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO423,936$28.9M<0.01%+155,56213F-HRTimelineGroup
Pacific Life Fund Advisors LLC420,664$28.7M3.08%+1,31713F-HRTimeline
Willow Creek Wealth Management Inc.418,110$28.5M2.57%+36,39613F-HRTimeline
Strategic Blueprint, LLC354,898$24.2M1.19%+27,99613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA347,307$23.7M<0.01%+24,22813F-HR/ATimelineGroup
Fortress Wealth Management, Inc.345,971$23.6M11.38%-7,69813F-HRTimeline
Chicago Partners Investment Group LLC323,762$22.8M0.66%-3,63413F-HRTimeline
Farther Finance Advisors, LLC330,146$22.5M0.45%+196,33713F-HRTimeline
Austin Wealth Management, LLC311,955$21.6M3.85%+93,97113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN298,409$20.4M<0.01%-356,91913F-HRTimelineGroup
McIlrath & Eck, LLC283,739$19.4M2.21%-3,23613F-HRTimeline
Leading Edge Financial Planning LLC275,842$18.8M5.23%+17,56213F-HRTimeline
Arax Advisory Partners272,457$18.6M0.85%+17,36313F-HRTimeline
Summit X, LLC265,049$18.1M3.37%+32,72313F-HRTimeline
AIRE ADVISORS, LLC254,002$17.3M3.36%-9,56513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.253,790$17.3M13.17%-1,72413F-HRTimeline
ShoreHaven Wealth Partners, LLC249,948$17M6.98%+28,65213F-HRTimeline
Three Cord True Wealth Management, LLC247,459$16.9M12.6%+15,77713F-HR/ATimeline
WJ Interests, LLC242,762$16.6M7.08%-2,17513F-HRTimeline
Oceanside Advisors LLC239,478$16.3M10.93%+3,33613F-HRTimeline
HighTower Advisors, LLC233,812$15.9M0.02%+16,23613F-HRTimeline
Arlington Financial Advisors, LLC232,278$15.8M2.59%-9,08613F-HRTimeline
Northland Capital Management LLC221,117$15.1M9.29%+22,14713F-HRTimeline
Symmetry Partners, LLC219,854$15M1.85%+51,38813F-HRTimeline
Shotwell Rutter Baer Inc207,156$14.5M9.82%+3,89313F-HRTimeline
Fonville Wealth Management LLC210,131$14.3M3.63%+31,23813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS208,306$14.2M5.21%+9,84013F-HRTimeline
Heritage Wealth Management, Inc. /CA/206,497$14.1M10.68%+10,60013F-HRTimeline
Apella Capital, LLC201,785$13.9M0.38%+81,95813F-HRTimeline
NewEdge Advisors, LLC203,475$13.9M0.07%-38,13313F-HRTimeline
Keener Financial Planning LLC199,443$13.6M6.78%+41,84913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP193,770$13.2M0.02%+95,91613F-HR/ATimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC191,426$13.1M4.15%+14513F-HRTimeline
Beacon Pointe Advisors, LLC189,111$12.9M0.13%+2,80913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding188,002$12.8M+5,582Timeline
McMill Wealth Management188,273$12.8M4.25%+16,99813F-HRTimeline
REAP Financial Group, LLC179,983$12.3M2.88%-2,22813F-HRTimeline
Nova R Wealth, Inc.177,298$12.1M5.62%+8,33613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC175,944$12M3.08%+11,80413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…175,445$12M0.46%-11,26413F-HRTimelineGroup
Krilogy Financial LLC173,321$11.8M0.68%-3,02113F-HRTimeline
Atria Investments, Inc168,998$11.5M0.14%-12,36313F-HRTimeline
Bison Wealth, LLC168,064$11.5M0.91%+3,99013F-HRTimeline
Modern Wealth Management, LLC167,764$11.4M0.28%-5,45113F-HR/ATimeline
Perigon Wealth Management, LLC164,818$11.2M0.26%-1,74413F-HRTimeline
FIDELITY D & D BANCORP INC161,993$11M6.77%+26,69113F-HRTimeline
Valued Wealth Advisors LLC160,038$10.9M5.69%+13,27313F-HRTimeline
Meritas Wealth Management, LLC158,384$10.8M5.94%+14,14513F-HRTimeline
Echo Wealth Management, LLC156,424$10.7M6.54%+4,95013F-HRTimeline
BostonPremier Wealth LLC152,346$10.4M5.76%+3,35513F-HRTimeline
Mach-1 Financial Group, LLC148,795$10.1M2.96%+15,94113F-HRTimeline
WCG Wealth Advisors LLC147,151$10M0.65%+55513F-HRTimeline
MML INVESTORS SERVICES, LLC144,540$9.86M0.03%+24,41613F-HRTimeline
SAGE RHINO CAPITAL LLC140,787$9.6M2.03%-13,08113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC139,950$9.55M7.32%+6,81513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…139,336$9.5M4.93%+2,97313F-HRTimeline
Advantage Trust Co138,517$9.45M4.65%+4,38313F-HRTimeline
Greenwich Wealth Management LLC134,470$9.17M0.45%+9,94613F-HRTimeline
Certified Advisory Corp129,862$8.86M0.92%+88,64913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…124,477$8.49M0.02%+1,53913F-HR/ATimelineGroup
Financial Futures Ltd Liability Co.123,404$8.42M4.51%+12,61513F-HRTimeline
Foundry Financial Group, Inc.122,176$8.33M4.74%+2,96613F-HRTimeline
Kings Path Partners LLC121,268$8.27M3.33%+31,70213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC121,158$8.26M0.61%+6,81913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…120,947$8.25M0.11%+12,48013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC120,556$8.22M0.97%+103,01313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC116,644$8.14M1.46%-2,50913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.118,316$8.07M7.58%13F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC116,606$7.95M0.03%+12,64813F-HRTimelineGroup
Quadcap Wealth Management, LLC115,045$7.85M1%+16,04713F-HRTimeline
SOL Capital Management CO114,378$7.8M0.76%+4,19013F-HRTimeline
Pine Harbor Wealth Management, LLC113,182$7.72M2.72%+23,22013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC106,153$7.24M5.22%-16,52713F-HRTimeline
Creative Planningin group Creative Planning102,677$7M0.01%+5,13713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV102,153$6.97M0.02%-125,55813F-HRTimeline
Yardley Wealth Management LLC101,523$6.92M3.79%+3,59713F-HRTimeline
SYNOVUS FINANCIAL CORP100,038$6.83M0.08%-3,09313F-HRTimeline
Ridgeline Wealth, LLC99,489$6.79M5.53%new13F-HRTimeline
ANDERSON HOAGLAND & CO99,365$6.78M0.65%+57013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV98,921$6.75M0.46%+11,75213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC98,813$6.74M0.97%new13F-HRTimeline
AlphaCore Capital LLC92,017$6.28M0.24%+90,13013F-HRTimeline
Vestment Financial LLC90,397$6.25M3.97%+6,32813F-HRTimeline
Factor Wealth Management LTD91,378$6.23M1.71%+5,83313F-HRTimeline
Premier Path Wealth Partners, LLC89,293$6.09M0.85%+2,48913F-HRTimeline
Forthright Family Wealth Advisory LLC86,476$5.9M3.74%-1,58913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,125$5.74M0.01%+15,25313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC83,800$5.72M1.33%+3,73313F-HRTimeline
B&D White Capital Company, LLC81,028$5.52M0.84%-242,61613F-HRTimeline
CARDIFF PARK ADVISORS, LLC80,789$5.51M0.48%-54213F-HRTimeline
PLANWISER FINANCIAL, LLC76,960$5.41M4.61%-1,19413F-HRTimeline
Fortitude Family Office, LLC78,527$5.36M1.77%-51,00913F-HRTimeline
Larson Financial Group LLC77,347$5.28M0.21%-4,50813F-HRTimeline
White Pine Investment CO77,303$5.27M1.32%new13F-HRTimeline
Summit Wealth Partners, LLC77,169$5.26M1%+34,53213F-HRTimeline
EnRich Financial Partners LLC76,849$5.24M1.61%+15,15013F-HRTimeline
Bridgewealth Advisory Group, LLC73,779$5.03M1.28%+37,53613F-HRTimeline
Total Wealth Planning, LLC73,090$4.99M0.63%+13,90713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,049$4.71M0.01%+36,27413F-HR/ATimelineGroup
Prosperity Planning, Inc.66,926$4.57M1.32%+10,03813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC65,369$4.46M0.56%+8,22513F-HRTimeline
Vise Technologies, Inc.65,133$4.44M0.18%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,487$4.33M<0.01%+21213F-HRTimelineGroup
Midwest Financial Group LLC63,063$4.3M2.26%-6113F-HRTimeline
Sovran Advisors, LLC60,344$4.18M0.44%+7,43113F-HRTimeline
Navigoe, LLC61,154$4.17M3.15%-47513F-HRTimeline
Stone Summit Wealth LLC60,235$4.11M1.27%-4,07613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…59,816$4.08M1.74%+1,61713F-HRTimelineGroup
Burk Holdings LLC58,841$4.01M2.51%+11,96913F-HRTimeline
ENTREWEALTH, LLC58,814$4.01M2.77%+14,10113F-HRTimeline
Paladin Advisory Group, LLC57,675$3.93M3%-1,84013F-HRTimeline
Werba Rubin Papier Wealth Management55,356$3.78M0.71%+10,93113F-HRTimeline
WMG Financial Advisors, LLC54,319$3.71M1.37%-15713F-HRTimeline
Private Advisor Group, LLC53,699$3.66M0.02%-231,82813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…50,972$3.48M0.48%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,321$3.43M<0.01%+8,46013F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC48,178$3.29M1.5%+3,35113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,870$3.27M<0.01%+42,45913F-HRTimelineGroup
Pasadena Private Wealth, LLC47,806$3.26M0.56%-4,66713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC45,931$3.13M0.15%+4,80613F-HRTimeline
Cambridge Investment Research Advisors,…45,593$3.11M0.01%-38013F-HRTimeline
Ruedi Wealth Management, Inc.45,301$3.09M0.92%+43,49213F-HRTimeline
Elios Financial Group Inc.44,674$3.05M1.38%-3,13713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,883$2.93M0.07%+3,57313F-HRTimeline
LRI Investments, LLC42,375$2.89M0.25%013F-HRTimeline
Tillman Hartley LLC41,742$2.85M0.81%+2,26013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC40,079$2.73M1.23%+75513F-HRTimeline
CRA Financial Services, LLC38,316$2.61M0.4%+2,42413F-HRTimeline
Cascade Financial Partners, LLC38,307$2.61M0.31%-2,84813F-HRTimeline
Vannoy Advisory Group, Inc.38,000$2.59M1.79%-24113F-HRTimeline
Truepoint, Inc.37,897$2.58M0.06%+27,94613F-HRTimeline
Midwest Heritage Bank, FSB37,856$2.58M0.97%+3,74913F-HRTimeline
Dynamic Advisor Solutions LLC37,412$2.55M0.08%+2,29213F-HRTimeline
Summit Financial Strategies, Inc.37,347$2.55M0.24%+32,32713F-HRTimeline
SRH ADVISORS, LLC37,238$2.54M0.77%+8,45013F-HRTimeline
Armbruster Capital Management, Inc.36,660$2.5M0.45%+2,35013F-HRTimeline
KEB ASSET MANAGEMENT, LLC36,496$2.49M0.62%new13F-HRTimeline
Plancorp, LLC35,559$2.43M0.08%013F-HRTimeline
Orion Capital Management LLC34,957$2.38M0.91%+57313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,975$2.32M0.05%-4,26313F-HRTimelineGroup
PFC CAPITAL GROUP, INC.33,702$2.3M1.06%+18,48113F-HRTimeline
ABLE Financial Group, LLC33,666$2.3M0.55%+1,39613F-HRTimeline
GUIDANCE CAPITAL, INC32,786$2.24M0.64%+1,08313F-HRTimeline
Tortoise Investment Management, LLC32,440$2.21M0.21%+7,06013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.32,334$2.21M0.65%+1,46213F-HRTimeline
Cypress Point Wealth Management, LLC31,482$2.15M0.52%+113F-HRTimeline
LexAurum Advisors, LLC30,394$2.07M0.33%+2,06913F-HRTimeline
AE Wealth Management LLC30,376$2.07M0.02%+16,64713F-HRTimeline
Mattern Wealth Management LLC28,973$1.98M0.41%013F-HRTimeline
Team Hewins, LLC28,772$1.96M0.71%new13F-HRTimeline
Herold Advisors, Inc.28,380$1.94M0.41%-3,76113F-HRTimeline
CAP Partners, LLC27,774$1.89M1.19%+1,54013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP27,360$1.87M0.03%+113F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC26,388$1.8M0.22%+4,27913F-HRTimeline