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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

440 managers (445 13F filers) reported a position in AVLV shares at 2025-12-31, 115,198,670 shares in all. 38 filers opened a position and 23 filers sold out during the quarter.

Managers
440
13F filers
445
New
38
Added
221
Reduced
109
Sold out
23
Shares held by filers
115,198,670

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,752,416$1.04B0.57%-317,98313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,876,784$824M0.24%-26,43013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,377,165$815M1.11%+354,96413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,941,831$298M0.07%+373,77313F-HRTimelineGroup
LPL Financial LLC2,608,429$198M0.05%+31,26613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,542,895$193M-1,028,416Timeline
Cerity Partners LLCin group Cerity Partners LLC2,511,491$190M0.28%+239,68713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,401,440$182M0.09%+270,60313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,035,906$154M0.1%+70,50413F-HR/ATimelineGroup
Petersen Hastings Wealth Advisors Inc.1,972,949$149M14.36%13F-HRTimeline
Falcon Wealth Planning1,804,027$137M11.51%+58,21213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,628,864$123M0.7%-166,91613F-HRTimelineGroup
Waverly Advisors, LLC1,535,309$116M0.94%+90,40413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,511,403$115M+23,205Timeline
Pure Financial Advisors, LLC1,491,096$113M1.67%-6,33113F-HRTimeline
Beaird Harris Wealth Management, LLC1,329,332$101M6.94%+42,45713F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,325,341$100M2.6%+2,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,300,974$98.6M0.01%-101,68313F-HRTimelineGroup
COMERICA BANK1,291,780$97.9M0.39%-266,80113F-HRTimeline
Prime Capital Investment Advisors, LLC1,272,001$96.4M1.17%-266,67413F-HRTimeline
Cetera Investment Advisers1,241,481$94.1M0.1%-77,09213F-HRTimeline
Bridgewater Advisors Inc.1,150,578$91.7M5.94%+49,92713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,159,380$87.8M0.01%+32,08713F-HR/ATimelineGroup
Moisand Fitzgerald Tamayo, LLC1,138,940$86.3M9.75%+47,11813F-HRTimeline
Cannon Financial Strategists, Inc.1,083,719$82.1M11.42%-1,12913F-HRTimeline
HUB Investment Partners, LLC1,081,856$82M2.24%new13F-HRTimeline
NIXON PEABODY TRUST CO1,006,324$76.2M5.77%+16,87713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC968,781$73.4M0.1%-132,77113F-HRTimeline
FMR LLCin group FMR LLC958,415$72.6M<0.01%+257,00913F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska866,040$65.6M7.5%+96,83013F-HRTimelineGroup
&PARTNERS842,326$63.9M0.33%+63,44813F-HRTimeline
ESL Trust Services, LLC821,432$62.2M11.95%+765,63413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding763,167$57.8M+35,443Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…756,140$57.7M0.1%+257,54013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC716,455$54.3M0.46%-10,20013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…704,183$53.4M0.1%+577,02113F-HR/ATimelineGroup
FAS Wealth Partners, Inc.680,847$51.6M3.33%+16,51713F-HRTimeline
Global Strategic Investment Solutions, …679,016$51.4M5.03%-13,30213F-HRTimeline
Farther Finance Advisors, LLC668,964$50.7M0.54%+438,26513F-HRTimeline
Arax Advisory Partners648,280$49.1M1.43%new13F-HRTimeline
Glenview Trust Co647,157$49M0.76%+45,07913F-HRTimeline
Financial Engines Advisors L.L.C.639,774$48.5M0.09%+21,14213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.621,070$47.1M10.16%+19,01013F-HRTimeline
Allegiance Financial Group Advisory Ser…606,602$46M9.66%+37,49513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO549,416$41.6M<0.01%+80,40613F-HRTimelineGroup
UBS Group AGin group UBS Group AG548,092$41.5M0.01%+59,71313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC528,588$40.1M0.01%-249,38113F-HRTimelineGroup
JRM Investment Counsel, LLC499,066$37.8M10.94%+11,71413F-HRTimeline
Opus Capital Group, LLC492,427$37.3M4.04%+4,67813F-HRTimeline
B&D White Capital Company, LLC474,291$35.9M4.16%+367,40013F-HRTimeline
Visionary Wealth Advisors470,955$35.7M1.61%-5,99813F-HRTimeline
Legacy Financial Strategies, LLC470,694$35.7M6.31%+35,83813F-HRTimeline
Verus Financial Partners, Inc.410,597$32.8M3.02%-18,92313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN396,099$30M0.01%+46,59713F-HRTimelineGroup
Aprio Wealth Management, LLC395,095$29.9M1.72%new13F-HRTimeline
Pacific Life Fund Advisors LLC370,280$28.1M2.89%-20,28113F-HRTimeline
Austin Wealth Management, LLC349,095$27.4M4.05%+17,93013F-HRTimeline
Chicago Partners Investment Group LLC340,014$27.1M0.67%+31213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA324,392$24.6M<0.01%-1,19713F-HRTimelineGroup
Leading Edge Financial Planning LLC320,959$24.3M5.54%+28,72613F-HRTimeline
ShoreHaven Wealth Partners, LLC318,044$24.1M8.66%+48,14813F-HRTimeline
Symmetry Partners, LLC304,318$23.1M1.36%+59,37813F-HRTimeline
Apella Capital, LLC281,549$21.3M0.42%+31,50013F-HRTimeline
Three Cord True Wealth Management, LLC280,189$21.2M12.35%+27,04113F-HRTimeline
McMill Wealth Management269,242$20.4M5.74%+14,26413F-HRTimeline
AIRE ADVISORS, LLC261,594$19.8M3.62%+3,41113F-HRTimeline
Northland Capital Management LLC260,445$19.7M11.05%+38,10113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.259,744$19.7M13.08%+37913F-HRTimeline
Arlington Financial Advisors, LLC259,385$19.7M2.82%+11,13913F-HRTimeline
McIlrath & Eck, LLC254,481$19.3M1.79%-22,13013F-HRTimeline
Beacon Pointe Advisors, LLC246,660$18.7M0.13%+41,60713F-HRTimeline
Fonville Wealth Management LLC242,754$18.4M3.76%+24,14813F-HRTimeline
Oceanside Advisors LLC240,033$18.2M11.02%-2,02513F-HRTimeline
Keener Financial Planning LLC229,126$17.4M7.5%+16,29813F-HRTimeline
Cornerstone Wealth Partners, LLC222,541$16.9M11.7%13F-HRTimeline
Shotwell Rutter Baer Inc213,775$16.8M10.07%+5,00513F-HRTimeline
Clearwater Capital Advisors, LLC219,562$16.6M1.39%+14,08713F-HRTimeline
Heritage Wealth Management, Inc. /CA/216,227$16.4M10.61%+11,36813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS213,618$16.2M4.85%+2,36313F-HRTimeline
Ullmann Wealth Partners Group, LLC219,727$16M1.66%+53,00313F-HRTimeline
REAP Financial Group, LLC208,788$15.8M3.21%+14,98913F-HRTimeline
Advantage Trust Co204,534$15.5M6.98%+51,60413F-HRTimeline
Meritas Wealth Management, LLC200,443$15.2M7.3%+16,48613F-HRTimeline
Providence Financial Advisors, LLC199,067$15.1M15.04%-2,15213F-HRTimeline
Krilogy Financial LLC185,103$14.8M0.5%-4,93613F-HRTimeline
NewEdge Advisors, LLC194,660$14.7M0.05%-10,89013F-HRTimeline
FIDELITY D & D BANCORP INC193,634$14.7M6.34%+12,89413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP191,036$14.5M0.02%+141,88413F-HR/ATimelineGroup
BostonPremier Wealth LLC188,881$14.3M7.33%+30,74113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC179,389$13.6M3.95%-4,03413F-HRTimeline
Valued Wealth Advisors LLC178,244$13.5M5.94%+4,47913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding177,961$13.5M-1,428Timeline
Nova R Wealth, Inc.177,696$13.5M4.91%-4,83313F-HRTimeline
MML INVESTORS SERVICES, LLC177,561$13.5M0.03%+12,13313F-HRTimeline
Pine Harbor Wealth Management, LLC177,103$13.4M4.11%+30,65513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC176,347$13.4M3.07%-1,44413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…173,727$13.2M0.43%+6,22913F-HRTimelineGroup
Atria Investments, Inc173,447$13.1M0.15%-41313F-HRTimeline
Greenwich Wealth Management LLC172,629$13.1M0.58%+37,41113F-HRTimeline
WJ Interests, LLC172,379$13.1M5.62%-17,12513F-HRTimeline
Certified Advisory Corp171,637$13M1.18%+6,14113F-HRTimeline
Perigon Wealth Management, LLC170,605$12.9M0.23%+2,05113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC163,223$12.4M0.05%+19,05213F-HRTimelineGroup
Mach-1 Financial Group, LLC152,505$11.6M2.37%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC150,889$11.4M8.11%+4,85913F-HRTimeline
KILNER CAPITAL ADVISORS, LLC150,430$11.4M10.88%13F-HRTimeline
HighTower Advisors, LLC147,020$11.1M0.01%-1,01613F-HRTimeline
Kings Path Partners LLC141,271$10.7M3.75%+6,59113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…139,317$10.6M5%-1,55613F-HRTimeline
Financial Futures Ltd Liability Co.139,046$10.5M4.88%+9,52013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.135,643$10.3M8.52%+10,32013F-HRTimeline
SAGE RHINO CAPITAL LLC134,077$10.2M1.92%-4,18713F-HRTimeline
Foundry Financial Group, Inc.133,735$10.1M5.07%+6,40313F-HRTimeline
WCG Wealth Advisors LLC130,615$9.9M0.28%-20,60013F-HRTimeline
Trailhead Planners LLC128,253$9.72M9.55%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC127,209$9.64M1.08%+55,53313F-HRTimeline
MB Generational Wealth, LLC127,035$9.63M5.1%+30613F-HRTimeline
Modern Wealth Management, LLC126,543$9.59M0.17%-22,93213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC123,986$9.39M0.67%+82613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…123,203$9.34M0.12%+26613F-HRTimelineGroup
Echo Wealth Management, LLC122,311$9.27M5.41%-36,54513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC117,450$9.03M1.43%+5,11213F-HRTimeline
Fortitude Family Office, LLC118,737$9M2.11%+20,49713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV117,981$8.94M0.47%+11,29313F-HRTimeline
Forthright Family Wealth Advisory LLC115,411$8.74M5.5%+3,39013F-HRTimeline
TrustWell Financial Advisors, LLC114,355$8.66M8.38%13F-HRTimeline
Factor Wealth Management LTD114,017$8.64M1.87%+17,99413F-HRTimeline
McLean Asset Management Corp108,571$8.57M1.53%+44,30613F-HRTimeline
Quadcap Wealth Management, LLC112,913$8.56M0.98%+4,65813F-HRTimeline
Strategic Blueprint, LLC112,609$8.53M0.5%-246,25513F-HRTimeline
Ridgeline Wealth, LLC112,046$8.49M5.89%+6,44213F-HRTimeline
Creative Planningin group Creative Planning108,795$8.24M0.01%-4,40813F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC108,446$8.22M5.3%-46313F-HRTimeline
PCG Wealth Advisors, LLC106,877$8.1M2.29%-20,84213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC105,060$7.96M1.1%+8,83213F-HRTimeline
Cherry Tree Wealth Management, LLC104,962$7.95M1.68%+6,24813F-HRTimeline
Summit Wealth Partners, LLC103,898$7.87M1.45%+12,99713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …103,829$7.87M0.06%13F-HR/ATimelineGroup
ANDERSON HOAGLAND & CO102,776$7.79M0.67%+1,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,138$7.66M0.01%+6,95113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…99,409$7.53M0.02%+80,71013F-HRTimelineGroup
Vestment Financial LLC94,923$7.51M3.9%+72913F-HRTimeline
Networth Advisors, LLC98,545$7.47M5.51%13F-HRTimeline
Bridgewealth Advisory Group, LLC96,673$7.32M1.62%+18,33613F-HRTimeline
ATLas Financial Planning LLC95,592$7.24M7.11%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC95,138$7.21M0.13%+48,06113F-HR/ATimeline
Yardley Wealth Management LLC95,003$7.2M3.83%+1,67913F-HRTimeline
SOL Capital Management CO94,170$7.13M0.64%+2,15813F-HRTimeline
EnRich Financial Partners LLC91,437$6.93M1.89%+10,26513F-HRTimeline
AlphaCore Capital LLC89,950$6.82M0.15%-27613F-HRTimeline
ENTREWEALTH, LLC80,722$6.74M3.04%+10,04913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC88,655$6.72M<0.01%+14,57013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV85,084$6.45M0.01%-12,12313F-HRTimeline
PLANWISER FINANCIAL, LLC79,481$6.34M4.74%+1,70813F-HR/ATimeline
Premier Path Wealth Partners, LLC82,528$6.25M0.81%-7,05513F-HRTimeline
White Pine Investment CO82,516$6.25M1.47%+1,35513F-HRTimeline
Prosperity Planning, Inc.81,591$6.18M1.62%+5,93913F-HRTimeline
Strategent Financial, LLC81,140$6.15M3.89%+78,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,043$6.14M<0.01%+13,66613F-HRTimelineGroup
CWM, LLCin group CWM, LLC76,933$5.83M0.02%+66,97713F-HRTimelineGroup
Larson Financial Group LLC76,520$5.8M0.19%-18913F-HRTimeline
CARDIFF PARK ADVISORS, LLC69,915$5.3M0.44%-3,53413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…68,974$5.23M0.63%+10,30813F-HRTimeline
Burk Holdings LLC68,098$5.16M2.46%+4,87813F-HRTimeline
Midwest Financial Group LLC67,529$5.12M2.26%+2,53213F-HRTimeline
SRH ADVISORS, LLC64,297$4.87M1.4%+7,42113F-HRTimeline
Paladin Advisory Group, LLC60,999$4.62M3.38%-1,33113F-HRTimeline
Investment Advisory Group, LLC60,916$4.62M1.19%+43,53913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…60,218$4.56M1.64%+52213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,415$4.5M0.01%-8,45313F-HRTimelineGroup
Sovran Advisors, LLC55,627$4.42M0.38%-10,96113F-HRTimeline
Greenspring Advisors, LLC57,374$4.35M0.27%+25,73613F-HRTimeline
Navigoe, LLC56,805$4.3M2.66%-8,84713F-HRTimeline
AE Wealth Management LLC56,513$4.28M0.02%+17,51513F-HRTimeline
Altar Rock LLC55,767$4.23M5.06%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC54,710$4.15M0.2%+6,34213F-HRTimeline
WMG Financial Advisors, LLC53,021$4.02M1.65%-1,19913F-HRTimeline
FineMark National Bank & Trust52,879$4.01M0.13%+28,74413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC52,646$3.99M0.43%+17,83213F-HRTimeline
Quantinno Capital Management LP52,576$3.98M0.01%+32,18913F-HRTimeline
Cascade Financial Partners, LLC52,442$3.97M0.4%+9,53313F-HRTimeline
Ballast Financial Advisors LLC51,827$3.93M4.04%13F-HRTimeline
CRA Financial Services, LLC51,333$3.89M0.51%+9,48713F-HRTimeline
Kingsview Wealth Management, LLC51,211$3.88M0.06%+35,14113F-HRTimeline
Stone Summit Wealth LLC49,715$3.77M1.02%-2,87913F-HRTimeline
ABLE Financial Group, LLC49,596$3.76M0.76%+6,22313F-HRTimeline
Tenzing Financial LLC49,419$3.74M3.04%13F-HRTimeline
PFC CAPITAL GROUP, INC.48,527$3.68M1.51%+5,17313F-HRTimeline
Armbruster Capital Management, Inc.47,963$3.63M0.61%+3,04713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC47,910$3.63M1.48%-24713F-HRTimeline
Ruedi Wealth Management, Inc.47,182$3.57M0.94%+51013F-HRTimeline
Tillman Hartley LLC46,608$3.53M0.89%+29313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …46,522$3.52M0.07%-1,26113F-HRTimelineGroup
Madrid Wealth Management, LLC45,767$3.47M2.81%13F-HRTimeline
Pasadena Private Wealth, LLC45,608$3.46M0.47%-1,23413F-HRTimeline
Private Advisor Group, LLC44,442$3.37M0.02%+27,61813F-HRTimeline
Frankly Finances, LLC44,269$3.35M3.18%13F-HR/ATimeline
LRI Investments, LLC42,375$3.21M0.26%013F-HRTimeline
Vise Technologies, Inc.42,282$3.2M0.06%+28,23913F-HRTimeline
Hudson Oak Wealth Advisory LLC41,212$3.12M2.75%13F-HRTimeline