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Disclosery

AVSC AMERICAN CENTY ETF TR

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SHS (fund)

151 managers (152 13F filers) reported a position in AVSC shares at 2025-06-30, 40,208,020 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
151
13F filers
152
New
27
Added
74
Reduced
32
Sold out
11
Shares held by filers
40,208,020

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MERCER GLOBAL ADVISORS INC /ADV13,738,987$709M1.59%+1,111,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,591,513$649M0.19%+1,116,64213F-HRTimelineGroup
Mason Investment Advisory Services, Inc.3,515,423$181M9.88%+96,50313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska827,779$75.5M10.21%+138,85613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,056,415$54.5M0.04%+91,51713F-HRTimelineGroup
Creative Planningin group Creative Planning617,070$31.8M0.03%+450,87613F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…560,988$28.9M6.25%+5,50813F-HRTimeline
PrairieView Partners, LLC468,157$24.1M2.33%+77,72213F-HRTimeline
AE Wealth Management LLC466,122$24M0.18%+90,73813F-HRTimeline
LPL Financial LLC458,814$23.7M0.01%+36,61113F-HRTimeline
Simplicity Wealth,LLC421,028$21.7M0.9%+222,30113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC349,401$18M0.01%+25,42913F-HRTimelineGroup
Berger Financial Group, Inc268,275$13.8M0.9%+10,30213F-HRTimeline
WEST PACES ADVISORS INC.262,159$13.5M2.88%+33,79613F-HRTimeline
FAS Wealth Partners, Inc.250,786$12.9M0.96%+7,07013F-HRTimeline
Wheelhouse Advisory Group LLC139,517$12.7M6.26%+12,09613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP197,605$12.3M0.02%-45,34113F-HR/ATimelineGroup
Freedom Investment Management, Inc.194,578$10M0.8%+29,21313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC194,290$10M0.09%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC181,846$9.38M0.15%+10,69113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp177,086$9.13M0.21%-407,59913F-HRTimelineGroup
OneDigital Investment Advisors LLC176,665$9.11M0.1%-15,60213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY154,814$7.98M<0.01%-360,53113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding127,828$6.59M+22,839Timeline
Beaird Harris Wealth Management, LLC125,095$6.45M0.5%+4,03613F-HRTimeline
LexAurum Advisors, LLC122,148$6.3M0.99%+92,78913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC105,753$5.45M0.99%+8,40513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC100,376$5.18M1.65%+2,73913F-HRTimeline
Paul R. Ried Financial Group, LLC82,389$4.25M2.57%+59,30613F-HRTimeline
MML INVESTORS SERVICES, LLC72,378$3.73M0.01%+9,26413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,767$3.65M0.01%+8,34713F-HRTimelineGroup
Dogwood Wealth Management LLC64,363$3.46M1.69%-4,25813F-HRTimeline
Level Financial Advisors66,326$3.42M1.06%+5,45413F-HRTimeline
Chicago Partners Investment Group LLC60,957$3.34M0.1%+2,70813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,720$3.34M<0.01%+47,30913F-HRTimelineGroup
Ridgeline Wealth, LLC64,202$3.31M2.7%new13F-HRTimeline
Passive Capital Management, LLC.62,500$3.3M1.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,155$3.26M<0.01%+1,90513F-HRTimeline
CAP Partners, LLC61,866$3.19M2.01%+3,22213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV55,103$2.84M0.06%013F-HR/ATimeline
AIRE ADVISORS, LLC52,612$2.71M0.53%+24,22813F-HRTimeline
Family Office Research LLC51,863$2.67M1.26%-2,43413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC51,608$2.66M0.2%+3,69013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC48,166$2.48M0.56%-75,11713F-HRTimeline
Global Strategic Investment Solutions, …47,601$2.45M0.26%new13F-HRTimeline
Acropolis Investment Management, LLC45,745$2.36M0.13%new13F-HRTimeline
Haven Private, LLC45,576$2.35M1.04%-16,54213F-HRTimeline
Farther Finance Advisors, LLC44,416$2.29M0.05%+7,89713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC43,032$2.22M0.32%new13F-HRTimeline
Cypress Point Wealth Management, LLC42,241$2.18M0.53%-6,65013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.40,765$2.1M0.99%+11,04213F-HRTimeline
Ariadne Wealth Management, LP34,545$1.93M0.92%+2,48913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,803$1.85M<0.01%+9,04413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,622$1.84M<0.01%-8,11713F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC32,968$1.7M0.72%+1,92613F-HRTimeline
CoreCap Advisors, LLC32,668$1.68M0.07%+5,53813F-HRTimeline
CARDIFF PARK ADVISORS, LLC30,836$1.59M0.14%+28,75813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC30,550$1.58M0.35%+1,51413F-HRTimeline
Plancorp, LLC29,295$1.51M0.05%013F-HRTimeline
Allodium Investment Consultants, LLC29,250$1.51M0.95%+10,14913F-HRTimeline
HB Wealth Management, LLC29,050$1.5M0.01%+6,05813F-HRTimeline
Burk Holdings LLC28,863$1.49M0.93%+15,62913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC27,782$1.43M0.18%+1,88913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC23,580$1.27M0.15%013F-HRTimeline
Tillman Hartley LLC24,177$1.25M0.35%+16813F-HRTimeline
Centennial Wealth Advisory LLC24,127$1.24M0.4%+5,18113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.22,286$1.15M0.58%013F-HRTimeline
Werba Rubin Papier Wealth Management22,259$1.15M0.22%+43113F-HRTimeline
Atlas Wealth LLC21,430$1.13M0.41%+4,73413F-HRTimeline
Maia Wealth LLC20,908$1.08M0.21%new13F-HRTimeline
Ruedi Wealth Management, Inc.19,774$1.02M0.3%+17,36113F-HRTimeline
Mariner, LLCin group Mariner, LLC19,210$991K<0.01%+14,54013F-HRTimelineGroup
Mendota Financial Group, LLC18,714$965K0.91%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,512$903K<0.01%+2,65613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,027$878K<0.01%+8,53813F-HRTimelineGroup
Evanson Asset Management, LLC16,646$858K0.05%+8,93013F-HRTimeline
CLARIS ADVISORS, LLC / MO /16,580$855K0.3%new13F-HRTimeline
Tortoise Investment Management, LLC16,353$843K0.08%-2,27513F-HRTimeline
Disciplined Investors, L.L.C.15,697$809K0.63%+73213F-HRTimeline
Avantax Planning Partners, Inc.15,471$798K0.03%new13F-HRTimeline
Factor Wealth Management LTD14,538$750K0.21%+3,52713F-HRTimeline
Sunpointe, LLC14,383$742K0.29%-5,22013F-HRTimeline
CRA Financial Services, LLC14,142$729K0.11%-2,68013F-HRTimeline
EnRich Financial Partners LLC13,872$715K0.22%new13F-HRTimeline
CURIO WEALTH, LLC13,068$674K0.3%+13,05513F-HRTimeline
Cambridge Investment Research Advisors,…13,042$673K<0.01%new13F-HRTimeline
Axis Wealth Partners, LLC12,892$665K0.44%+1,15313F-HRTimeline
Bison Wealth, LLC12,802$660K0.05%-65513F-HRTimeline
GC Wealth Management RIA, LLC12,312$635K0.05%-5,97413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,083$623K<0.01%-40013F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,080$623K0.01%-4,09313F-HRTimeline
FLOW TRADERS U.S. LLC11,278$582K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,225$579K0.02%+4013F-HRTimelineGroup
Stephens Consulting, LLC10,918$563K0.13%+5,17213F-HRTimeline
Goepper Burkhardt LLC10,490$541K0.2%-2,55013F-HRTimeline
LAM GROUP, INC.10,100$521K0.35%+51013F-HRTimeline
Lion Street Advisors, LLC9,214$475K0.14%+84113F-HRTimeline
Apeiron RIA LLC8,928$460K0.12%new13F-HRTimeline
Zhang Financial LLC8,710$449K0.02%+213F-HRTimeline
Bridgewater Advisors Inc.8,319$446K0.03%+40313F-HRTimeline
DHK Financial Advisors, Inc.8,059$416K0.24%+2813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,555$408K<0.01%-73413F-HRTimeline
Benchmark Wealth Management, LLC7,690$397K0.18%+2,11113F-HRTimeline
Claro Advisors Inc.7,270$375K0.06%-5,06513F-HRTimeline
Destination Wealth Management5,846$301K0.01%new13F-HRTimeline
GEM Asset Management, LLC5,659$301K0.15%-87813F-HRTimeline
Herold Advisors, Inc.5,730$295K0.06%-2,21713F-HRTimeline
Pacific Asset Management, LLC5,628$290K0.23%+913F-HRTimeline
Armbruster Capital Management, Inc.5,125$264K0.05%-3,63513F-HRTimeline
Cresset Asset Management, LLC5,091$263K<0.01%-1813F-HR/ATimeline
SC&H Financial Advisors, Inc.4,486$231K0.04%new13F-HRTimeline
Hutchens & Kramer Investment Management…4,290$226K0.1%new13F-HRTimeline
Sequent Asset Management, LLC4,247$219K0.17%-8113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,243$219K0.08%013F-HRTimeline
HighTower Advisors, LLC4,048$209K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,992$155K<0.01%+16513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,969$153K<0.01%+1,56313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,397$124K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC2,045$105K0.08%+1,23713F-HRTimeline
COMERICA BANK1,713$88.3K<0.01%+80813F-HRTimeline
UBS Group AGin group UBS Group AG1,677$86.5K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC1,615$83.3K0.07%new13F-HRTimeline
Smartleaf Asset Management LLC1,246$64.5K0.01%-12013F-HRTimeline
PRIVATE TRUST CO NA1,219$62.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,039$53.6K<0.01%+72913F-HRTimeline
Medallion Wealth Advisors, LLC967$51K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.968$49.9K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA800$41K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…745$38.4K<0.01%-47613F-HRTimeline
FMR LLCin group FMR LLC681$35.1K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.485$25K0.03%13F-HRTimeline
Beacon Capital Management, LLC362$18.7K<0.01%+24213F-HRTimeline
Arax Advisory Partners354$18.3K<0.01%-3113F-HRTimeline
REAP Financial Group, LLC351$18.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…336$17.3K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC301$15.5K<0.01%13F-HRTimeline
BFSG, LLC295$15.2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC235$12.1K<0.01%new13F-HRTimeline
Allworth Financial LP230$11.9K<0.01%-17113F-HRTimeline
McIlrath & Eck, LLC222$11.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.170$8.77K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC141$7.27K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$3.35K<0.01%-8013F-HRTimeline
AdvisorNet Financial, Inc46$2.38K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC35$2K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.36$1.86K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27$1.39K<0.01%-46013F-HRTimelineGroup
Iron Horse Wealth Management, LLC16$825<0.01%013F-HRTimeline
Hurley Capital, LLC15$776<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10$516<0.01%-24513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.