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Disclosery

AVSC AMERICAN CENTY ETF TR

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SHS (fund)

134 managers (135 13F filers) reported a position in AVSC shares at 2025-03-31, 36,993,085 shares in all. 13 filers opened a position and 31 filers sold out during the quarter.

Managers
134
13F filers
135
New
13
Added
57
Reduced
43
Sold out
31
Shares held by filers
36,993,085

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MERCER GLOBAL ADVISORS INC /ADV12,627,209$611M1.4%+1,142,95913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,474,871$555M-850,642Timeline
Mason Investment Advisory Services, Inc.3,418,920$165M9.99%+57,48313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska688,923$60.1M9.14%+159,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…964,898$46.7M0.04%+123,75813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp584,685$28.3M1.71%+18,79813F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…555,480$26.9M6.57%-8,52613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY515,345$24.9M<0.01%+118,68313F-HRTimelineGroup
LPL Financial LLC422,203$20.4M0.01%+93,16413F-HRTimeline
PrairieView Partners, LLC390,435$18.9M1.97%-35,67613F-HRTimeline
AE Wealth Management LLC375,384$18.2M0.15%+57,67513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC323,972$15.7M0.01%+19,78313F-HRTimelineGroup
Berger Financial Group, Inc257,973$12.5M0.87%+37,64613F-HRTimeline
FAS Wealth Partners, Inc.243,716$11.8M0.96%+9,57013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP242,946$11.8M0.02%-43913F-HRTimelineGroup
Wheelhouse Advisory Group LLC127,421$11.1M6.34%+9,23613F-HRTimeline
WEST PACES ADVISORS INC.228,363$11.1M2.52%-3,85813F-HRTimeline
Simplicity Wealth,LLC198,727$9.62M0.75%new13F-HRTimeline
OneDigital Investment Advisors LLC192,267$9.31M0.11%-1,60713F-HRTimeline
Foundations Investment Advisors, LLC171,155$8.28M0.15%+4,76913F-HRTimeline
Creative Planningin group Creative Planning166,194$8.04M0.01%+126,01013F-HRTimelineGroup
Freedom Investment Management, Inc.165,365$8M0.67%+23913F-HRTimeline
B&D White Capital Company, LLC164,209$7.95M1.17%+89,37313F-HRTimeline
Aveo Capital Partners, LLC164,538$7.74M1.29%+34,34713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC123,283$5.97M1.59%-45,14913F-HRTimeline
Beaird Harris Wealth Management, LLC121,059$5.86M0.5%-3,22713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding104,989$5.08M+10,152Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC97,637$4.73M1.61%-51313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC97,348$4.71M0.94%+8,31013F-HRTimeline
Dogwood Wealth Management LLC68,621$3.32M1.75%-54013F-HRTimeline
MML INVESTORS SERVICES, LLC63,114$3.06M0.01%-1,35013F-HRTimeline
Passive Capital Management, LLC.62,500$3.02M0.96%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,420$3.02M<0.01%new13F-HRTimelineGroup
Haven Private, LLC62,118$3.01M1.7%-1,43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,250$2.96M<0.01%+9,92113F-HRTimeline
Level Financial Advisors60,872$2.95M1%+2,50813F-HRTimeline
CAP Partners, LLC58,644$2.84M2.06%-27,73213F-HRTimeline
Chicago Partners Investment Group LLC58,249$2.74M0.09%+2,88113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV55,103$2.67M0.08%+44,81913F-HR/ATimeline
Family Office Research LLC54,297$2.63M1.28%-2,54413F-HRTimeline
Cypress Point Wealth Management, LLC48,891$2.37M0.75%+3,03113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC47,918$2.32M0.19%+2,87313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,739$2.12M0.01%+1,32813F-HRTimelineGroup
Farther Finance Advisors, LLC36,519$1.77M0.05%-9,24013F-HRTimeline
Ariadne Wealth Management, LP32,056$1.55M0.81%-5,74713F-HRTimeline
Fourth Dimension Wealth, LLC31,042$1.5M0.73%-16,63713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.29,723$1.44M0.78%+3,64913F-HRTimeline
LexAurum Advisors, LLC29,359$1.42M0.27%+4,95113F-HRTimeline
Plancorp, LLC29,295$1.42M0.06%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC29,036$1.41M0.36%+1,37013F-HR/ATimeline
AIRE ADVISORS, LLC28,384$1.37M0.29%-1,28413F-HRTimeline
CoreCap Advisors, LLC27,130$1.31M0.06%+16,50613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,759$1.3M<0.01%+9,60713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC25,893$1.25M0.17%-55413F-HRTimeline
Tillman Hartley LLC24,009$1.16M0.34%+3613F-HRTimeline
Paul R. Ried Financial Group, LLC23,083$1.12M0.78%+10713F-HRTimeline
HB Wealth Management, LLC22,992$1.11M0.01%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.22,286$1.08M0.58%013F-HRTimeline
Werba Rubin Papier Wealth Management21,828$1.06M0.23%+2,41013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC23,580$1.05M0.14%+95013F-HRTimeline
Sunpointe, LLC19,603$949K0.51%-44313F-HRTimeline
Allodium Investment Consultants, LLC19,101$924K0.68%+4,70513F-HRTimeline
Centennial Wealth Advisory LLC18,946$917K0.33%+1,38313F-HRTimeline
Tortoise Investment Management, LLC18,628$902K0.09%-3,10813F-HR/ATimeline
GC Wealth Management RIA, LLC18,286$885K0.16%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,411$843K<0.01%+7,99913F-HRTimelineGroup
CRA Financial Services, LLC16,822$814K0.14%-1,62913F-HRTimeline
PCG Wealth Advisors, LLC16,751$811K0.28%+30113F-HRTimeline
Atlas Wealth LLC16,696$808K0.32%013F-HRTimeline
Beacon Pointe Advisors, LLC16,173$783K0.01%-9,68213F-HRTimeline
Disciplined Investors, L.L.C.14,965$724K0.65%+713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,856$719K<0.01%-70613F-HRTimelineGroup
Bison Wealth, LLC13,457$651K0.06%-49513F-HRTimeline
Burk Holdings LLC13,234$641K0.48%+5,85013F-HRTimeline
Goepper Burkhardt LLC13,040$631K0.25%-2,34513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,483$604K<0.01%-10013F-HRTimelineGroup
Claro Advisors Inc.12,335$597K0.08%-2,19013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,300$595K<0.01%-22,10013F-HRTimelineGroup
Axis Wealth Partners, LLC11,739$568K0.42%+1,14813F-HRTimeline
Cloud Capital Management, LLC11,388$551K0.39%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,185$541K0.02%+3113F-HRTimelineGroup
Factor Wealth Management LTD11,011$533K0.16%+46813F-HRTimeline
LAM GROUP, INC.9,590$464K0.34%-2,49513F-HRTimeline
Mattern Wealth Management LLC9,074$439K0.1%013F-HRTimeline
Caprock Group, LLC8,931$432K0.01%-66713F-HRTimeline
Armbruster Capital Management, Inc.8,760$424K0.08%new13F-HRTimeline
Zhang Financial LLC8,708$421K0.02%+213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,489$411K<0.01%-4,94413F-HRTimelineGroup
Lion Street Advisors, LLC8,373$405K0.13%+22313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,289$401K<0.01%-76313F-HRTimeline
DHK Financial Advisors, Inc.8,031$389K0.21%+2213F-HRTimeline
Herold Advisors, Inc.7,947$385K0.08%-47413F-HRTimeline
Evanson Asset Management, LLC7,716$373K0.03%+2113F-HRTimeline
Bridgewater Advisors Inc.7,916$370K0.03%new13F-HRTimeline
GEM Asset Management, LLC6,537$316K0.18%+19413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,112$296K<0.01%-7,77113F-HR/ATimelineGroup
Magnolia Private Wealth, LLC5,865$284K0.24%013F-HRTimeline
Stephens Consulting, LLC5,746$278K0.07%new13F-HRTimeline
Pacific Asset Management, LLC5,619$272K0.24%+1,60713F-HRTimeline
Benchmark Wealth Management, LLC5,579$270K0.13%new13F-HRTimeline
Cresset Asset Management, LLC5,109$247K<0.01%+213F-HRTimeline
&PARTNERS4,667$227K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,670$226K<0.01%-82613F-HRTimelineGroup
Sequent Asset Management, LLC4,328$209K0.12%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,243$205K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,827$137K<0.01%+47113F-HR/ATimelineGroup
Ruedi Wealth Management, Inc.2,413$117K0.04%-53413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,397$116K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,078$101K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,406$68K<0.01%-6,02613F-HRTimelineGroup
Smartleaf Asset Management LLC1,366$66.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,221$59.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,219$59K0.01%+23013F-HRTimeline
Reyes Financial Architecture, Inc.968$46.9K0.03%013F-HRTimeline
COMERICA BANK905$43.8K<0.01%-5513F-HRTimeline
Park Square Financial Group, LLC808$39.1K0.03%new13F-HRTimeline
Private Wealth Asset Management, LLC668$32.3K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC487$23.6K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.468$22.7K<0.01%013F-HRTimeline
Allworth Financial LP401$18.6K<0.01%+13213F-HRTimeline
Arax Advisory Partners385$18.6K<0.01%new13F-HRTimeline
REAP Financial Group, LLC351$17K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…336$16.3K<0.01%-32913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC310$15K<0.01%+12313F-HRTimeline
BFSG, LLC295$14.3K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.255$12.3K0.01%+513F-HRTimeline
McIlrath & Eck, LLC222$10.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC145$7.02K<0.01%+2513F-HRTimeline
Beacon Capital Management, LLC120$5.82K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC35$2K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.36$1.74K<0.01%-413F-HRTimeline
Iron Horse Wealth Management, LLC16$774<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC13$653K-11,95913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.