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Disclosery

AVSC AMERICAN CENTY ETF TR

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SHS (fund)

151 managers (153 13F filers) reported a position in AVSC shares at 2024-12-31, 35,955,945 shares in all. 20 filers opened a position and 8 filers sold out during the quarter.

Managers
151
13F filers
153
New
20
Added
62
Reduced
28
Sold out
8
Shares held by filers
35,955,945

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,325,513$670M+359,144Timeline
MERCER GLOBAL ADVISORS INC /ADV11,484,250$624M1.52%new13F-HRTimeline
Mason Investment Advisory Services, Inc.3,361,437$183M10.71%+24,75013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska529,923$51.2M8.32%13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…841,140$45.7M0.04%+32,53113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp565,887$30.8M1.79%+29,06113F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…564,006$30.7M7.48%+24,00513F-HRTimeline
PrairieView Partners, LLC426,111$23.2M2.42%+344,23813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY396,662$21.6M<0.01%+393,98913F-HR/ATimelineGroup
LPL Financial LLC329,039$17.9M0.01%+50,51913F-HRTimeline
AE Wealth Management LLC317,709$17.3M0.15%+20,64313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC304,189$16.5M0.01%+20,42813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP243,385$13.2M0.02%+17,95013F-HRTimelineGroup
FAS Wealth Partners, Inc.234,146$12.7M1.07%-8,63913F-HRTimeline
WEST PACES ADVISORS INC.232,221$12.6M3.08%-20,75513F-HRTimeline
Berger Financial Group, Inc220,327$12M0.83%+20,58813F-HRTimeline
Wheelhouse Advisory Group LLC118,185$11.4M6.77%+5,43613F-HRTimeline
OneDigital Investment Advisors LLC193,874$10.5M0.12%+8,23213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC168,432$9.16M2.65%+20,53013F-HRTimeline
Foundations Investment Advisors, LLC166,386$9.04M0.17%+5,68813F-HRTimeline
Freedom Investment Management, Inc.165,126$8.98M0.75%-11,10413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC155,206$8.44M0.09%+28,84713F-HRTimelineGroup
Pacific Life Fund Advisors LLC147,404$8.01M0.83%-119,78613F-HRTimeline
Aveo Capital Partners, LLC130,191$7.08M0.78%-36,41313F-HRTimeline
Beaird Harris Wealth Management, LLC124,286$6.76M0.58%-1,57813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC98,150$5.34M1.85%+82413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding94,837$5.16M+90,644Timeline
NORTHWEST WEALTH MANAGEMENT, LLC89,038$4.84M1.03%+84,85213F-HRTimeline
CAP Partners, LLC86,376$4.7M3.31%+613F-HRTimeline
B&D White Capital Company, LLC74,836$4.07M0.69%+36,70813F-HRTimeline
Dogwood Wealth Management LLC69,161$3.76M1.99%-2,80513F-HRTimeline
MML INVESTORS SERVICES, LLC64,464$3.5M0.01%+4,01313F-HRTimeline
Haven Private, LLC63,552$3.45M1.93%13F-HRTimeline
Passive Capital Management, LLC.62,500$3.4M1.2%013F-HRTimeline
Level Financial Advisors58,364$3.17M1.16%+11,64613F-HRTimeline
Family Office Research LLC56,841$3.09M1.35%13F-HRTimeline
Chicago Partners Investment Group LLC55,368$2.99M0.1%+3,45013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,329$2.79M<0.01%+5,06913F-HRTimeline
Fourth Dimension Wealth, LLC47,679$2.59M1.35%13F-HRTimeline
Cypress Point Wealth Management, LLC45,860$2.49M0.78%+2,44413F-HRTimeline
Farther Finance Advisors, LLC45,759$2.49M0.09%+9,15813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC45,045$2.45M0.2%+2,74913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,411$2.31M0.01%+14,02113F-HRTimelineGroup
Creative Planningin group Creative Planning40,184$2.18M<0.01%+3,13113F-HRTimelineGroup
Ariadne Wealth Management, LP37,803$2.08M0.95%+5,17513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,400$1.87M<0.01%new13F-HRTimelineGroup
AIRE ADVISORS, LLC29,668$1.61M0.33%-73113F-HRTimeline
Plancorp, LLC29,295$1.59M0.07%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC27,666$1.5M0.35%+65013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC26,447$1.44M0.2%-1,27013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,074$1.42M1.35%13F-HRTimeline
Beacon Pointe Advisors, LLC25,855$1.41M0.02%+58913F-HRTimeline
LexAurum Advisors, LLC24,408$1.33M0.26%+1,16913F-HRTimeline
Tillman Hartley LLC23,973$1.3M0.37%+42013F-HRTimeline
WMS Partners, LLC23,118$1.26M0.07%-53913F-HRTimeline
Paul R. Ried Financial Group, LLC22,976$1.25M0.88%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC22,630$1.23M0.16%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.22,286$1.21M0.66%013F-HRTimeline
Tortoise Investment Management, LLC21,736$1.18M0.12%+9513F-HR/ATimeline
Sunpointe, LLC20,046$1.09M0.55%new13F-HRTimeline
Werba Rubin Papier Wealth Management19,418$1.06M0.25%+1,13613F-HRTimeline
Guild Investment Management, Inc.18,840$1.02M1.11%new13F-HRTimeline
CRA Financial Services, LLC18,451$1M0.17%+3,11813F-HRTimeline
GC Wealth Management RIA, LLC18,286$994K0.17%-4,42813F-HRTimeline
Independent Advisor Alliance17,565$955K0.01%new13F-HRTimeline
Centennial Wealth Advisory LLC17,563$955K0.37%+12613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,152$932K<0.01%13F-HR/ATimelineGroup
Hardin Capital Partners, LLC9,453$912K0.55%+64113F-HRTimeline
Atlas Wealth LLC16,696$908K0.34%013F-HRTimeline
PCG Wealth Advisors, LLC16,450$894K0.33%+34013F-HRTimeline
IHT Wealth Management, LLC16,437$894K0.03%-97913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,562$846K<0.01%+5,43913F-HRTimelineGroup
Goepper Burkhardt LLC15,385$836K0.34%-2,89013F-HRTimeline
Disciplined Investors, L.L.C.14,958$791K0.76%13F-HRTimeline
Claro Advisors Inc.14,525$790K0.11%+94613F-HRTimeline
Allodium Investment Consultants, LLC14,396$783K0.65%13F-HRTimeline
Bison Wealth, LLC13,952$758K0.09%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,883$755K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,433$730K<0.01%+5,45413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,583$684K<0.01%-61013F-HRTimelineGroup
LAM GROUP, INC.12,085$657K0.47%+3,25013F-HRTimeline
CURIO WEALTH, LLC11,972$651K0.35%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,154$606K0.02%+7,85813F-HRTimelineGroup
CoreCap Advisors, LLC10,624$578K0.03%+9,51113F-HRTimeline
Axis Wealth Partners, LLC10,591$576K0.49%13F-HRTimeline
Factor Wealth Management LTD10,543$573K0.19%13F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV10,284$559K0.02%013F-HRTimeline
Caprock Group, LLC9,598$522K0.02%+1713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,412$512K<0.01%-41,27213F-HRTimelineGroup
Mattern Wealth Management LLC9,074$493K0.11%-24,95213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,052$492K<0.01%-1,19013F-HR/ATimeline
Zhang Financial LLC8,706$473K0.03%+313F-HRTimeline
Herold Advisors, Inc.8,421$458K0.1%013F-HRTimeline
Lion Street Advisors, LLC8,150$443K0.14%+36113F-HRTimeline
DHK Financial Advisors, Inc.8,009$435K0.26%-95813F-HRTimeline
Index Fund Advisors, Inc.7,726$420K0.02%+45813F-HRTimeline
Evanson Asset Management, LLC7,695$418K0.03%+65313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,432$404K<0.01%-12313F-HR/ATimelineGroup
Burk Holdings LLC7,384$401K0.32%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,589$358K<0.01%new13F-HRTimeline
GEM Asset Management, LLC6,343$345K0.19%+1513F-HRTimeline
Orion Porfolio Solutions, LLC5,979$325K<0.01%-3713F-HRTimeline
Orion Portfolio Solutions, LLC5,979$325K<0.01%-3713F-HRTimeline
Magnolia Private Wealth, LLC5,865$319K0.28%13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,496$299K<0.01%+60513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,200$283K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC5,107$278K<0.01%-1813F-HRTimeline
DOVER ADVISORS, LLC4,620$251K0.14%013F-HRTimeline
Sequent Asset Management, LLC4,328$235K0.12%+45513F-HRTimeline
EnRich Financial Partners LLC4,278$233K0.08%-5013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,243$231K0.1%new13F-HRTimeline
Pacific Asset Management, LLC4,012$218K0.2%13F-HRTimeline
Astra Wealth Partners LLC4,004$218K0.21%13F-HRTimeline
Lionshead Wealth Management, LLC3,930$214K0.15%13F-HRTimeline
Hutchens & Kramer Investment Management…3,825$208K0.11%-24513F-HRTimeline
Cambridge Investment Research Advisors,…3,689$201K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.2,947$160K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,397$130K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,356$128K<0.01%-1,15813F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,078$113K0.01%013F-HRTimeline
Accredited Wealth Management, LLC2,011$109K0.1%13F-HRTimeline
SIGNATUREFD, LLC1,689$91.8K<0.01%+1,67913F-HRTimeline
Smartleaf Asset Management LLC1,366$74K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,221$66.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA989$53.8K0.01%+60413F-HRTimeline
Reyes Financial Architecture, Inc.968$52.6K0.04%13F-HRTimeline
COMERICA BANK960$52.2K<0.01%+313F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…665$36.1K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.468$25.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…467$25.4K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/450$24.5K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC351$19.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC345$18.8K<0.01%-6413F-HRTimeline
BFSG, LLC295$16K<0.01%013F-HRTimeline
Allworth Financial LP269$15K<0.01%+23313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC263$14.3K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.250$13.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC222$12.1K<0.01%013F-HRTimeline
Transcendent Capital Group LLC201$10.9K0.01%+113F-HRTimeline
Morling Financial Advisors, LLC199$10.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC187$10.2K<0.01%new13F-HRTimeline
American Capital Advisory, LLC141$7.67K<0.01%-1313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123$7K<0.01%-39,83913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC120$6.52K<0.01%013F-HRTimeline
Orion Capital Management LLC97$5.27K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG84$4.57K<0.01%new13F-HRTimelineGroup
Householder Group Estate & Retirement S…81$4K<0.01%new13F-HRTimeline
IFP Advisors, Inc53$2.88K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.40$2.17K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC35$2K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.