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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

396 managers (401 13F filers) reported a position in AVLV shares at 2025-09-30, 106,990,480 shares in all. 48 filers opened a position and 20 filers sold out during the quarter.

Managers
396
13F filers
401
New
48
Added
223
Reduced
86
Sold out
20
Shares held by filers
106,990,480

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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,…14,070,399$1.02B0.62%-2,088,44313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,903,214$788M-118,324Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,022,201$723M1.09%+376,61113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,571,311$259M+701,787Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,568,058$258M0.06%+513,69513F-HRTimelineGroup
LPL Financial LLC2,577,163$186M0.05%+216,11513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,271,804$164M0.27%+64,53113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,130,837$154M0.08%+164,74413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,965,402$142M0.09%+115,98213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,795,780$130M0.79%+1,235,86813F-HR/ATimelineGroup
Falcon Wealth Planning1,745,815$126M11.34%+118,73913F-HRTimeline
COMERICA BANK1,558,581$113M0.42%-2,43813F-HRTimeline
Prime Capital Investment Advisors, LLC1,538,675$111M1.4%-1,81613F-HRTimeline
Pure Financial Advisors, LLC1,497,427$108M1.72%+2,13813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,488,198$108M+24,462Timeline
Waverly Advisors, LLC1,444,905$104M1.04%+93,89213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,402,657$101M0.01%+1,11313F-HR/ATimelineGroup
Alesco Advisors, LLC, An ESL Co1,322,879$95.6M2.59%-19,91713F-HRTimeline
Cetera Investment Advisers1,318,573$95.3M0.11%-14,22213F-HRTimeline
Beaird Harris Wealth Management, LLC1,286,875$93M6.59%+89,88413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,127,293$81.5M<0.01%+18,12013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,101,552$79.6M0.1%+139,30313F-HRTimeline
Bridgewater Advisors Inc.1,100,651$79.4M5.51%+26,09513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,091,822$78.9M9.3%+65,26013F-HRTimeline
Cannon Financial Strategists, Inc.1,084,848$78.4M11.22%+35,49313F-HRTimeline
NIXON PEABODY TRUST CO989,447$71.5M5.24%-45,15613F-HRTimeline
&PARTNERS778,878$56.5M0.36%+36,35813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC777,969$56.2M0.02%+41,46013F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska769,210$55.6M6.63%+82,96313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding727,724$52.6M+41,822Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC726,655$52.5M0.41%-16,80313F-HRTimelineGroup
FMR LLCin group FMR LLC701,406$50.7M<0.01%+179,12613F-HRTimelineGroup
Global Strategic Investment Solutions, …692,318$50M4.99%+15,41413F-HRTimeline
FAS Wealth Partners, Inc.664,330$48M3.25%+10,03713F-HRTimeline
Financial Engines Advisors L.L.C.618,632$44.7M0.09%+7,52513F-HRTimeline
Glenview Trust Co602,078$43.5M0.69%+43,84913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.602,060$43.5M10.07%+65,06713F-HRTimeline
Allegiance Financial Group Advisory Ser…569,107$41.1M9.46%+49,00513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…498,600$36M0.07%+484,13013F-HRTimelineGroup
UBS Group AGin group UBS Group AG488,379$35.3M0.01%-1,99213F-HRTimelineGroup
Opus Capital Group, LLC487,749$35.2M3.96%-11713F-HRTimeline
JRM Investment Counsel, LLC487,352$35.2M10.54%+2,12813F-HRTimeline
Visionary Wealth Advisors476,953$34.5M1.61%+1,60613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO469,010$33.9M<0.01%+45,07413F-HR/ATimelineGroup
Willow Creek Wealth Management Inc.444,586$32.1M2.65%+26,47613F-HRTimeline
Legacy Financial Strategies, LLC434,856$31.4M5.68%-65,92613F-HRTimeline
Verus Financial Partners, Inc.429,520$31M2.99%+12,63313F-HRTimeline
Pacific Life Fund Advisors LLC390,561$28.2M2.9%-30,10313F-HRTimeline
Strategic Blueprint, LLC358,864$25.9M1.13%+3,96613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN349,502$25.3M0.01%+51,09313F-HRTimelineGroup
Fortress Wealth Management, Inc.347,107$25.1M11.16%+1,13613F-HRTimeline
Chicago Partners Investment Group LLC339,702$24.8M0.65%+15,94013F-HRTimeline
Austin Wealth Management, LLC331,165$23.9M3.74%+19,21013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA325,589$23.5M<0.01%-21,71813F-HRTimelineGroup
Leading Edge Financial Planning LLC292,233$21.1M5.3%+16,39113F-HRTimeline
McIlrath & Eck, LLC276,611$20M2.06%-7,12813F-HRTimeline
ShoreHaven Wealth Partners, LLC269,896$19.5M7.22%+19,94813F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.259,365$18.7M13.06%+5,57513F-HRTimeline
AIRE ADVISORS, LLC258,183$18.7M3.39%+4,18113F-HRTimeline
McMill Wealth Management254,978$18.4M5.25%+66,70513F-HRTimeline
Three Cord True Wealth Management, LLC253,148$18.3M12.38%+5,68913F-HRTimeline
Arlington Financial Advisors, LLC248,246$17.9M2.64%+15,96813F-HRTimeline
Apella Capital, LLC250,049$17.8M0.4%+48,26413F-HRTimeline
Symmetry Partners, LLC244,940$17.7M1.93%+25,08613F-HRTimeline
Oceanside Advisors LLC242,058$17.5M10.93%+2,58013F-HRTimeline
Farther Finance Advisors, LLC230,699$16.7M0.25%-99,44713F-HRTimeline
Northland Capital Management LLC222,344$16.1M9.4%+1,22713F-HRTimeline
Fonville Wealth Management LLC218,606$15.8M3.55%+8,47513F-HRTimeline
Keener Financial Planning LLC212,828$15.4M7.13%+13,38513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS211,255$15.3M4.76%+2,94913F-HRTimeline
Shotwell Rutter Baer Inc208,770$15.1M9.77%+1,61413F-HRTimeline
NewEdge Advisors, LLC205,550$14.9M0.07%+2,07513F-HRTimeline
Clearwater Capital Advisors, LLC205,475$14.8M1.27%new13F-HRTimeline
Beacon Pointe Advisors, LLC205,053$14.8M0.13%+15,94213F-HRTimeline
Heritage Wealth Management, Inc. /CA/204,859$14.8M10.11%-1,63813F-HRTimeline
Providence Financial Advisors, LLC201,219$14.5M13.87%13F-HRTimeline
REAP Financial Group, LLC193,799$14M3.04%+13,81613F-HRTimeline
Krilogy Financial LLC190,039$13.8M0.52%+16,71813F-HRTimeline
WJ Interests, LLC189,504$13.7M5.53%-53,25813F-HRTimeline
Meritas Wealth Management, LLC183,957$13.3M6.58%+25,57313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC183,423$13.3M3.98%-8,00313F-HRTimeline
Nova R Wealth, Inc.182,529$13.2M5.59%+5,23113F-HRTimeline
FIDELITY D & D BANCORP INC180,740$13.1M7.2%+18,74713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding179,389$13M-8,613Timeline
COLLECTIVE FAMILY OFFICE LLC177,791$12.8M3.08%+1,84713F-HRTimeline
Atria Investments, Inc173,860$12.6M0.14%+4,86213F-HRTimeline
Valued Wealth Advisors LLC173,765$12.6M5.83%+13,72713F-HRTimeline
Perigon Wealth Management, LLC168,554$12.2M0.25%+3,73613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…167,498$12.1M0.44%-7,94713F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC166,724$12M1.32%+46,16813F-HRTimeline
Certified Advisory Corp165,496$12M1.14%+35,63413F-HRTimeline
MML INVESTORS SERVICES, LLC165,428$12M0.03%+20,88813F-HRTimeline
Echo Wealth Management, LLC158,856$11.5M6.7%+2,43213F-HRTimeline
BostonPremier Wealth LLC158,140$11.4M5.68%+5,79413F-HRTimeline
Advantage Trust Co152,930$11.1M4.99%+14,41313F-HRTimeline
WCG Wealth Advisors LLC151,215$10.9M0.69%+4,06413F-HRTimeline
Modern Wealth Management, LLC149,475$10.8M0.21%-18,28913F-HRTimeline
HighTower Advisors, LLC148,036$10.7M0.01%-85,77613F-HRTimeline
Pine Harbor Wealth Management, LLC146,448$10.6M3.39%+33,26613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC146,030$10.6M7.78%+6,08013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC144,171$10.4M0.04%+27,56513F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…140,873$10.2M4.93%+1,53713F-HRTimeline
SAGE RHINO CAPITAL LLC138,264$9.99M1.93%-2,52313F-HRTimeline
Greenwich Wealth Management LLC135,218$9.77M0.49%+74813F-HRTimeline
Kings Path Partners LLC134,680$9.73M3.59%+13,41213F-HRTimeline
Financial Futures Ltd Liability Co.129,526$9.36M4.55%+6,12213F-HRTimeline
PCG Wealth Advisors, LLC127,719$9.23M2.69%new13F-HRTimeline
Foundry Financial Group, Inc.127,332$9.2M4.83%+5,15613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…127,162$9.19M0.02%+2,68513F-HRTimelineGroup
MB Generational Wealth, LLC126,729$9.16M5.82%13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.125,323$9.06M7.87%+7,00713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC123,160$8.9M0.6%+2,00213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…122,937$8.88M0.11%+1,99013F-HRTimelineGroup
Creative Planningin group Creative Planning113,203$8.18M0.01%+10,52613F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC112,338$8.16M1.35%-4,30613F-HRTimeline
Forthright Family Wealth Advisory LLC112,021$8.09M4.98%+25,54513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC108,909$7.87M5.19%+2,75613F-HRTimeline
Quadcap Wealth Management, LLC108,255$7.82M0.92%-6,79013F-HRTimeline
B&D White Capital Company, LLC106,891$7.72M0.99%+25,86313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV106,688$7.71M0.48%+7,76713F-HRTimeline
Ridgeline Wealth, LLC105,604$7.63M5.63%+6,11513F-HRTimeline
SYNOVUS FINANCIAL CORP102,221$7.39M0.08%+2,18313F-HRTimeline
ANDERSON HOAGLAND & CO100,815$7.28M0.65%+1,45013F-HRTimeline
Cherry Tree Wealth Management, LLC98,714$7.13M1.57%+14,91413F-HRTimeline
Fortitude Family Office, LLC98,240$7.1M1.92%+19,71313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV97,207$7.02M0.01%-4,94613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC96,228$6.95M0.93%-2,58513F-HRTimeline
Factor Wealth Management LTD96,023$6.94M1.73%+4,64513F-HRTimeline
Vestment Financial LLC94,194$6.83M3.9%+3,79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,187$6.81M0.01%+10,06213F-HRTimelineGroup
Yardley Wealth Management LLC93,324$6.74M3.77%-8,19913F-HRTimeline
SOL Capital Management CO92,012$6.65M0.6%-22,36613F-HRTimeline
Summit Wealth Partners, LLC90,901$6.57M1.19%+13,73213F-HRTimeline
AlphaCore Capital LLC90,226$6.52M0.22%-1,79113F-HRTimeline
Premier Path Wealth Partners, LLC89,583$6.47M0.83%+29013F-HRTimeline
EnRich Financial Partners LLC81,172$5.87M1.67%+4,32313F-HRTimeline
White Pine Investment CO81,161$5.87M1.39%+3,85813F-HRTimeline
Bridgewealth Advisory Group, LLC78,337$5.66M1.31%+4,55813F-HRTimeline
PLANWISER FINANCIAL, LLC77,773$5.66M4.49%+81313F-HRTimeline
Larson Financial Group LLC76,709$5.54M0.19%-63813F-HRTimeline
Prosperity Planning, Inc.75,652$5.47M1.47%+8,72613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC74,085$5.35M<0.01%+10,59813F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC73,449$5.31M0.41%-7,34013F-HRTimeline
Total Wealth Planning, LLC72,020$5.2M0.6%-1,07013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC71,676$5.18M0.6%+6,30713F-HRTimeline
ENTREWEALTH, LLC70,673$5.11M2.63%+11,85913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,377$4.87M<0.01%+17,05613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,868$4.87M0.01%-1,18113F-HRTimelineGroup
Sovran Advisors, LLC66,588$4.82M0.43%+6,24413F-HRTimeline
Navigoe, LLC65,652$4.74M3.03%+4,49813F-HRTimeline
Midwest Financial Group LLC64,997$4.7M2.24%+1,93413F-HRTimeline
McLean Asset Management Corp64,265$4.67M0.96%new13F-HRTimeline
Burk Holdings LLC63,220$4.57M2.44%+4,37913F-HRTimeline
Paladin Advisory Group, LLC62,330$4.5M3.51%+4,65513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,720$4.32M0.01%+11,85013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…59,696$4.31M1.58%-12013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…58,666$4.24M0.5%+7,69413F-HRTimeline
SRH ADVISORS, LLC56,876$4.11M1.2%+19,63813F-HRTimeline
ESL Trust Services, LLC55,798$4.03M0.79%new13F-HRTimeline
Werba Rubin Papier Wealth Management55,256$3.99M0.64%-10013F-HRTimeline
WMG Financial Advisors, LLC54,220$3.92M1.31%-9913F-HRTimeline
Stone Summit Wealth LLC52,594$3.8M1.08%-7,64113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP52,500$3.79M0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP49,152$3.55M0.01%-144,61813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC48,368$3.5M0.15%+2,43713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC48,157$3.48M1.49%-2113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,783$3.45M0.07%+13,80813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC47,077$3.4M0.07%+4,19413F-HRTimeline
Pasadena Private Wealth, LLC46,842$3.38M0.49%-96413F-HRTimeline
Ruedi Wealth Management, Inc.46,672$3.37M0.94%+1,37113F-HRTimeline
Tillman Hartley LLC46,315$3.35M0.87%+4,57313F-HRTimeline
Cambridge Investment Research Advisors,…45,872$3.31M0.01%+27913F-HRTimeline
Armbruster Capital Management, Inc.44,916$3.25M0.55%+8,25613F-HRTimeline
ABLE Financial Group, LLC43,373$3.13M0.68%+9,70713F-HRTimeline
PFC CAPITAL GROUP, INC.43,354$3.13M1.32%+9,65213F-HRTimeline
Cascade Financial Partners, LLC42,909$3.1M0.36%+4,60213F-HRTimeline
LRI Investments, LLC42,375$3.06M0.25%013F-HRTimeline
CRA Financial Services, LLC41,846$3.02M0.41%+3,53013F-HRTimeline
AE Wealth Management LLC38,998$2.82M0.02%+8,62213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC38,477$2.78M1.17%-1,60213F-HRTimeline
Vannoy Advisory Group, Inc.38,408$2.78M1.81%+40813F-HRTimeline
Midwest Heritage Bank, FSB38,136$2.76M0.98%+28013F-HRTimeline
Dynamic Advisor Solutions LLC38,040$2.75M0.08%+62813F-HRTimeline
GUIDANCE CAPITAL, INC37,507$2.73M0.71%+4,72113F-HRTimeline
Truepoint, Inc.37,789$2.73M0.06%-10813F-HRTimeline
Summit Financial Strategies, Inc.36,821$2.66M0.23%-52613F-HRTimeline
KEB ASSET MANAGEMENT, LLC36,509$2.64M0.59%+1313F-HRTimeline
Plancorp, LLC35,559$2.57M0.08%013F-HRTimeline
Orion Capital Management LLC35,482$2.56M0.89%+52513F-HRTimeline
Vawter Financial, Ltd.35,466$2.56M1.16%new13F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.34,846$2.52M0.69%+2,51213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC34,814$2.52M0.29%+8,42613F-HRTimeline
Tortoise Investment Management, LLC33,340$2.41M0.21%+90013F-HRTimeline
Herold Advisors, Inc.32,468$2.35M0.54%+4,08813F-HRTimeline
Greenspring Advisors, LLC31,638$2.29M0.4%13F-HRTimeline
Cypress Point Wealth Management, LLC30,793$2.23M0.45%-68913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,650$2.14M<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC29,296$2.12M0.3%-1,09813F-HRTimeline
Mattern Wealth Management LLC29,141$2.11M0.42%+16813F-HRTimeline
Team Hewins, LLC28,616$2.07M0.7%-15613F-HRTimeline