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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

479 managers (487 13F filers) reported a position in AVLV shares at 2026-03-31, 118,011,219 shares in all. 60 filers opened a position and 20 filers sold out during the quarter.

Managers
479
13F filers
487
New
60
Added
240
Reduced
127
Sold out
20
Shares held by filers
118,011,219

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,221,779$1.07B0.62%-530,63713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,139,321$817M0.22%-737,46313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,700,512$621M1.37%-2,676,65313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,867,435$312M0.07%-74,39613F-HR/ATimelineGroup
LPL Financial LLC3,096,355$250M0.07%+487,92613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,860,379$231M0.12%+458,93913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,851,533$230M+308,638Timeline
Cerity Partners LLCin group Cerity Partners LLC2,829,736$228M0.32%+318,24513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,401,298$194M0.12%+365,39213F-HRTimelineGroup
Petersen Hastings Wealth Advisors Inc.2,002,480$161M14.79%+29,53113F-HRTimeline
Falcon Wealth Planning1,970,576$159M10.82%+166,54913F-HRTimeline
Waverly Advisors, LLC1,666,055$134M1.01%+130,74613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,513,146$122M0.59%-115,71813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding1,465,917$118M-45,486Timeline
Pure Financial Advisors, LLC1,448,030$117M1.68%-43,06613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,358,554$110M11.77%+219,61413F-HRTimeline
Beaird Harris Wealth Management, LLC1,342,478$108M7.36%+13,14613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,323,291$107M+1,223,882Timeline
Bridgewater Advisors Inc.1,189,165$105M6.24%+38,58713F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,291,725$104M2.66%-33,61613F-HRTimeline
FMR LLCin group FMR LLC1,262,774$102M0.01%+304,35913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,223,715$98.6M0.01%+64,33513F-HRTimelineGroup
Cetera Investment Advisers1,199,784$96.7M0.1%-41,69713F-HRTimeline
Prime Capital Investment Advisors, LLC1,163,667$93.8M1.08%-108,33413F-HRTimeline
HUB Investment Partners, LLC1,130,337$91.1M2.23%+48,48113F-HRTimeline
Cannon Financial Strategists, Inc.1,130,111$91.1M11.97%+46,39213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,070,767$86.3M0.01%-230,20713F-HRTimelineGroup
NIXON PEABODY TRUST CO1,031,823$83.2M6.61%+25,49913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC988,484$79.7M0.11%+19,70313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska937,713$75.6M7.66%+71,67313F-HRTimelineGroup
&PARTNERS891,464$72.5M0.36%+49,13813F-HRTimeline
ESL Trust Services, LLC842,631$67.9M12.97%+21,19913F-HRTimeline
B&D White Capital Company, LLC820,112$66.1M8.17%+345,82113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding772,564$62.3M+9,397Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC710,310$57.3M0.45%-6,14513F-HRTimelineGroup
Glenview Trust Co700,094$56.4M0.89%+52,93713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…696,206$56.1M0.11%-59,93413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…683,776$55.1M0.1%-20,40713F-HRTimelineGroup
FAS Wealth Partners, Inc.682,177$55M3.43%+1,33013F-HRTimeline
Global Strategic Investment Solutions, …669,290$54M5.31%-9,72613F-HRTimeline
Financial Engines Advisors L.L.C.648,674$52.3M0.11%+8,90013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC647,955$52.2M0.52%new13F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.636,283$51.3M10.94%+15,21313F-HRTimeline
Allegiance Financial Group Advisory Ser…632,785$51M10.14%+26,18313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC622,088$50.1M0.02%+93,50013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO613,298$48.3M<0.01%+63,88213F-HR/ATimelineGroup
Farther Finance Advisors, LLC579,883$46.9M0.44%-89,08113F-HRTimeline
Arax Advisory Partners570,540$46M1.3%-77,74013F-HRTimeline
Vestmark Advisory Solutions, Inc.549,655$44.3M0.49%new13F-HRTimeline
JRM Investment Counsel, LLC532,169$42.9M11.43%+33,10313F-HRTimeline
UBS Group AGgroup of 2 filers holding515,054$41.5M-33,038Timeline
Opus Capital Group, LLC497,560$40.1M4.31%+5,13313F-HRTimeline
Legacy Financial Strategies, LLC481,853$38.8M7.01%+11,15913F-HRTimeline
Visionary Wealth Advisors470,069$37.9M1.68%-88613F-HRTimeline
Aprio Wealth Management, LLC433,804$35M1.91%+38,70913F-HRTimeline
Tulsa Wealth Advisors, INC408,289$32.9M5.77%new13F-HRTimeline
N.E.W. Advisory Services LLC390,672$31.5M2.36%+381,02213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN381,410$30.7M0.01%-14,68913F-HR/ATimelineGroup
Chicago Partners Investment Group LLC346,993$29.7M0.66%+6,97913F-HRTimeline
ShoreHaven Wealth Partners, LLC349,848$28.2M10.13%+31,80413F-HRTimeline
Leading Edge Financial Planning LLC347,359$28M5.89%+26,40013F-HRTimeline
Apella Capital, LLC325,246$27.8M0.41%+43,69713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA336,698$27.1M0.01%+12,30613F-HRTimelineGroup
Symmetry Partners, LLC332,226$26.8M1.53%+27,90813F-HRTimeline
Three Cord True Wealth Management, LLC296,162$23.9M13.27%+15,97313F-HRTimeline
McMill Wealth Management289,783$23.4M6.21%+20,54113F-HRTimeline
Verus Financial Partners, Inc.257,373$21.8M1.95%-153,22413F-HRTimeline
Austin Wealth Management, LLC265,529$21.6M4.91%-83,56613F-HRTimeline
Northland Capital Management LLC266,638$21.5M11.75%+6,19313F-HRTimeline
AIRE ADVISORS, LLC265,478$21.4M3.91%+3,88413F-HRTimeline
Fonville Wealth Management LLC263,925$21.3M4.05%+21,17113F-HRTimeline
Cornerstone Wealth Partners, LLC253,305$20.4M11.58%+30,76413F-HRTimeline
Arlington Financial Advisors, LLC251,875$20.3M2.89%-7,51013F-HRTimeline
Nova R Wealth, Inc.251,854$20.3M6.48%+74,15813F-HRTimeline
McIlrath & Eck, LLC250,614$20.2M1.5%-3,86713F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.246,536$19.9M13.21%-13,20813F-HRTimeline
Ullmann Wealth Partners Group, LLC241,731$19.5M2.02%+22,00413F-HRTimeline
Oceanside Advisors LLC241,729$19.5M11.12%+1,69613F-HRTimeline
Clearwater Capital Advisors, LLC238,850$19.3M1.55%+19,28813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS225,021$19M5.21%+11,40313F-HRTimeline
Pacific Life Fund Advisors LLC231,965$18.7M2.15%-138,31513F-HRTimeline
Meritas Wealth Management, LLC231,132$18.6M8.42%+30,68913F-HRTimeline
Keener Financial Planning LLC230,857$18.6M7.82%+1,73113F-HRTimeline
REAP Financial Group, LLC229,676$18.5M3.65%+20,88813F-HRTimeline
Heritage Wealth Management, Inc. /CA/225,171$18.2M10.13%+8,94413F-HRTimeline
FIDELITY D & D BANCORP INC221,519$17.9M7.16%+27,88513F-HRTimeline
Shotwell Rutter Baer Inc216,582$17.5M10.26%+2,80713F-HRTimeline
Advantage Trust Co211,547$17.1M7.64%+7,01313F-HRTimeline
Providence Financial Advisors, LLC210,327$17M9.66%+11,26013F-HRTimeline
MML INVESTORS SERVICES, LLC206,523$16.6M0.05%+28,96213F-HRTimeline
Beacon Pointe Advisors, LLC198,881$16M0.09%-47,77913F-HRTimeline
BostonPremier Wealth LLC195,848$15.8M8.16%+6,96713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…194,591$15.7M0.61%+20,86413F-HRTimelineGroup
Atria Investments, Inc193,529$15.6M0.17%+20,08213F-HRTimeline
NewEdge Advisors, LLC191,632$15.4M0.06%-3,02813F-HR/ATimeline
Perigon Wealth Management, LLC190,363$15.3M0.28%+19,75813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP190,129$15.2M0.02%-90713F-HRTimelineGroup
Pine Harbor Wealth Management, LLC187,708$15.1M4.53%+10,60513F-HRTimeline
Valued Wealth Advisors LLC187,555$15.1M6.13%+9,31113F-HRTimeline
TUDOR INVESTMENT CORP ET AL187,115$15.1M0.08%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC183,143$14.8M3.32%+6,79613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC182,801$14.7M4.22%+3,41213F-HRTimeline
Krilogy Financial LLC173,894$14.7M0.47%-11,20913F-HRTimeline
WJ Interests, LLC178,928$14.4M5.54%+6,54913F-HRTimeline
Certified Advisory Corp174,342$14.1M1.26%+2,70513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding172,352$13.9M-5,609Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC172,007$13.9M0.06%+8,78413F-HRTimelineGroup
Summit Portfolio Management, LTD.171,390$13.8M8.89%13F-HRTimeline
Greenwich Wealth Management LLC162,193$13.1M0.53%-10,43613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC161,559$13M8.78%+10,67013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…158,630$12.8M0.16%+35,42713F-HRTimelineGroup
Private Advisor Group, LLC157,605$12.7M0.06%+113,16313F-HRTimeline
Mach-1 Financial Group, LLC157,130$12.7M4.46%+4,62513F-HRTimeline
WCG Wealth Advisors LLC157,081$12.7M0.35%+26,46613F-HRTimeline
HighTower Advisors, LLC151,834$12.2M0.01%+4,81413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS148,952$12M10.71%13F-HRTimeline
KILNER CAPITAL ADVISORS, LLC147,509$11.9M11.39%-2,92113F-HRTimeline
Summit Financial, LLC146,403$11.8M0.15%+120,43913F-HRTimeline
Financial Futures Ltd Liability Co.146,162$11.8M5.18%+7,11613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.144,345$11.6M9.31%+8,70213F-HRTimeline
McLean Asset Management Corp142,533$11.5M2.01%+33,96213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…142,306$11.5M5.12%+2,98913F-HRTimeline
Kings Path Partners LLC139,731$11.3M3.87%-1,54013F-HR/ATimeline
Fortitude Family Office, LLC131,021$10.6M2.37%+12,28413F-HRTimeline
Trailhead Planners LLC130,690$10.5M10.11%+2,43713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC124,359$10.5M1.6%+6,90913F-HRTimeline
SAGE RHINO CAPITAL LLC127,213$10.3M1.92%-6,86413F-HRTimeline
MB Generational Wealth, LLC126,993$10.2M5.66%-4213F-HRTimeline
Foundry Financial Group, Inc.125,308$10.1M5.01%-8,42713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV123,347$9.94M0.51%+5,36613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV120,450$9.71M0.01%+35,36613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,271$9.53M0.01%+17,13313F-HRTimelineGroup
Quadcap Wealth Management, LLC118,241$9.53M1.09%+5,32813F-HRTimeline
TrustWell Financial Advisors, LLC116,758$9.41M8.85%+2,40313F-HRTimeline
Mariner, LLCin group Mariner, LLC114,788$9.25M0.01%+98,07013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC113,138$9.12M0.67%-10,84813F-HRTimeline
Ridgeline Wealth, LLC113,084$9.12M6.53%+1,03813F-HRTimeline
Creative Planningin group Creative Planning111,041$8.95M0.01%+2,24613F-HRTimelineGroup
Summit Wealth Partners, LLC110,962$8.94M1.42%+7,06413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC110,025$8.87M<0.01%+21,37013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC109,960$8.86M1.84%+13,28713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …109,299$8.81M0.07%+5,47013F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC108,988$8.79M5.71%+54213F-HRTimeline
ANDERSON HOAGLAND & CO108,818$8.77M0.75%+6,04213F-HRTimeline
Strategic Blueprint, LLC106,104$8.55M0.5%-6,50513F-HRTimeline
Cherry Tree Wealth Management, LLC106,085$8.55M1.81%+1,12313F-HRTimeline
Vestment Financial LLC99,569$8.5M4%+4,64613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC104,826$8.45M1.06%-23413F-HRTimeline
ATLas Financial Planning LLC103,993$8.38M7.52%+8,40113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC103,903$8.38M0.94%-23,30613F-HRTimeline
Independent Advisor Alliance102,803$8.29M0.09%new13F-HRTimeline
Networth Advisors, LLC100,736$8.12M5.74%+2,19113F-HRTimeline
PCG Wealth Advisors, LLC100,709$8.12M2.05%-6,16813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC100,112$8.07M0.19%new13F-HRTimeline
EnRich Financial Partners LLC100,002$8.06M2.14%+8,56513F-HRTimeline
Yardley Wealth Management LLC95,545$7.7M3.95%+54213F-HRTimeline
Factor Wealth Management LTD93,153$7.51M1.41%-20,86413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP92,992$7.39M<0.01%+11,94913F-HRTimelineGroup
Strategent Financial, LLC88,470$7.13M4.84%+7,33013F-HRTimeline
Echo Wealth Management, LLC88,389$7.13M4.1%-33,92213F-HRTimeline
Prosperity Planning, Inc.87,617$7.06M1.79%+6,02613F-HRTimeline
Modern Wealth Management, LLC85,747$6.94M0.12%-40,79613F-HRTimeline
AlphaCore Capital LLC85,953$6.93M0.16%-3,99713F-HRTimeline
ENTREWEALTH, LLC84,607$6.82M3.06%+3,88513F-HRTimeline
White Pine Investment CO84,423$6.8M1.58%+1,90713F-HRTimeline
Premier Path Wealth Partners, LLC82,237$6.63M0.86%-29113F-HRTimeline
S&A Financial Services, Inc.80,144$6.46M4.44%13F-HRTimeline
CWM, LLCin group CWM, LLC79,200$6.38M0.02%+2,26713F-HRTimelineGroup
Larson Financial Group LLC76,497$6.17M0.2%-2313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…73,353$5.91M0.72%+4,37913F-HRTimeline
SRH ADVISORS, LLC70,431$5.68M1.62%+6,13413F-HRTimeline
Midwest Financial Group LLC69,764$5.62M2.4%+2,23513F-HRTimeline
Burk Holdings LLC68,261$5.5M2.36%+16313F-HRTimeline
Investment Advisory Group, LLC67,873$5.47M1.39%+6,95713F-HRTimeline
AE Wealth Management LLC65,869$5.31M0.03%+9,35613F-HRTimeline
CARDIFF PARK ADVISORS, LLC65,607$5.29M0.42%-4,30813F-HRTimeline
Qube Research & Technologies Ltd63,965$5.16M0.01%+63,75013F-HRTimeline
Werba Rubin Papier Wealth Management63,350$5.11M0.71%new13F-HRTimeline
Cascade Financial Partners, LLC62,578$5.04M0.52%+10,13613F-HRTimeline
Quantinno Capital Management LP61,566$4.96M0.01%+8,99013F-HRTimeline
Paladin Advisory Group, LLC61,437$4.95M3.77%+43813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …56,657$4.85M0.09%+33,03513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK59,172$4.77M0.02%new13F-HRTimelineGroup
Sovran Advisors, LLC54,942$4.76M0.37%-68513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC58,764$4.74M0.52%+6,11813F-HRTimeline
Madrid Wealth Management, LLC58,516$4.72M3.56%+12,74913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,828$4.66M0.01%-1,58713F-HRTimelineGroup
Team Financial Group, LLC56,799$4.58M2.08%+39,29613F-HRTimeline
Altar Rock LLC56,231$4.53M5.32%+46413F-HRTimeline
ABLE Financial Group, LLC56,220$4.53M0.89%+6,62413F-HRTimeline
Tenzing Financial LLC53,862$4.52M3.39%+4,44313F-HRTimeline
Navigoe, LLC55,598$4.48M2.65%-1,20713F-HRTimeline
Greenspring Advisors, LLC55,495$4.47M0.27%-1,87913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC55,067$4.44M0.2%+35713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…54,704$4.41M1.63%-5,51413F-HRTimelineGroup
Kingsview Wealth Management, LLC54,673$4.41M0.06%+3,46213F-HRTimeline
Pasadena Private Wealth, LLC54,162$4.37M0.61%+8,55413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/53,734$4.33M<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC53,437$4.31M0.56%+2,10413F-HRTimeline
Ballast Financial Advisors LLC51,720$4.17M4.27%-10713F-HRTimeline