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Disclosery

AVLV AMERICAN CENTY ETF TR

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SHS (fund)

Filings received so far for Q3 2026: 33 13F filers report a position in AVLV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC593,451$53.7M0.38%+12,88313F-HRTimeline
Apella Capital, LLC431,721$39.7M0.5%+81,31113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC355,983$32.6M4.69%+31,73213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.224,744$20.3M14.57%-11,88913F-HRTimeline
Avidian Wealth Enterprises, LLC217,738$19.7M0.55%new13F-HRTimeline
MFA WEALTH ADVISORS, LLC190,429$17.2M2.93%+8,26113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC187,163$16.9M3.5%+3,59613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC169,781$15.4M8.79%+6,23013F-HRTimeline
Prosperity Planning, Inc.98,051$8.87M1.97%+6,25313F-HRTimeline
Factor Wealth Management LTD79,973$7.23M1.11%-1,61213F-HRTimeline
Wealth Enhancement Trust Services, Inc.77,374$7M0.75%+19,88013F-HRTimeline
Sprinkle Financial Consultants LLC57,719$5.22M2.04%+20,81213F-HRTimeline
Mendota Financial Group, LLC53,106$4.8M2.98%+8,25413F-HRTimeline
Sarver Vrooman Wealth Advisors51,308$4.64M2.73%+6,34213F-HRTimeline
NorthCrest Asset Manangement, LLC29,682$2.75M0.06%+1,74913F-HRTimeline
Wedmont Private Capital24,732$2.29M0.05%+35613F-HRTimeline
Freestate Advisors LLC20,419$1.85M1.42%+15,38613F-HRTimeline
Stegent Equity Advisors, Inc.18,985$1.72M1.36%+7,79213F-HRTimeline
SAPIENT CAPITAL LLC17,579$1.59M0.02%013F-HRTimeline
Acropolis Investment Management, LLC17,545$1.59M0.06%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC17,431$1.58M0.41%+1,10913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13,305$1.2M0.34%-18513F-HRTimeline
EASTERN BANK11,294$1.02M0.02%013F-HRTimeline
Arbor Wealth Advisors LLC8,800$796K0.5%+1,06513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC4,095$370K0.11%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,567$323K0.02%+313F-HRTimeline
ATWOOD & PALMER INC3,534$320K0.02%+413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,246$203K0.13%-13913F-HRTimeline
GoalVest Advisory LLC657$59.4K0.01%+9013F-HRTimeline
Investors Research Corp275$24.9K<0.01%new13F-HRTimeline
Pacifica Partners Inc.135$12.3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$3.8K<0.01%+1713F-HRTimeline
CoreCap Advisors, LLC19$1.72K<0.01%new13F-HRTimeline