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Disclosery

AVSD AMERICAN CENTY ETF TR

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AVAN RE INTL ETF (fund)

62 managers (63 13F filers) reported a position in AVSD shares at 2025-03-31, 1,413,021 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
63
New
11
Added
12
Reduced
23
Sold out
3
Shares held by filers
1,413,021

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
Willow Creek Wealth Management Inc.203,422$12.2M1.19%+2,31513F-HRTimeline
Clarity Asset Management, Inc.188,948$11.3M7.3%-87,45213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP168,608$10.1M0.02%-12,55113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,884$5.33M<0.01%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding73,688$4.42MnewTimeline
LongView Asset Management LLC67,277$4.04M3.46%-4,51813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,534$3.45M<0.01%-41613F-HRTimeline
Waverly Advisors, LLC55,609$3.34M0.04%-34713F-HRTimeline
HighTower Advisors, LLC52,647$3.16M<0.01%-12,23013F-HRTimeline
Riverwater Partners LLC37,641$2.26M1.16%+26,06813F-HRTimeline
Wealthstream Advisors, Inc.32,046$1.92M0.36%-22413F-HRTimeline
Northland Capital Management LLC27,811$1.67M1.13%-2,86513F-HRTimeline
Trellis Wealth Advisors LLC26,219$1.57M0.76%013F-HRTimeline
Highland Financial Advisors, LLC25,686$1.54M0.55%-6,47013F-HRTimeline
Trademark Financial Management, LLC24,067$1.44M1.1%-95813F-HRTimeline
Revolve Wealth Partners, LLC21,868$1.31M0.19%+2,29513F-HRTimeline
MB Generational Wealth, LLC20,694$1.24M0.93%-1,22313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,471$1.23M<0.01%-12,61613F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.17,010$966K0.4%013F-HRTimeline
PrairieView Partners, LLC12,769$765K0.08%-5213F-HRTimeline
Team Hewins, LLC12,697$762K0.3%+48513F-HR/ATimeline
Opes Wealth Management LLC11,890$713K0.14%+5,29513F-HRTimeline
Mariner, LLCin group Mariner, LLC11,571$694K<0.01%-1,03313F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC11,226$673K0.02%+97813F-HRTimeline
Vestment Financial LLC10,265$617K0.44%+1,70013F-HRTimeline
HB Wealth Management, LLC9,751$585K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.9,309$558K0.06%-2,11513F-HRTimeline
Bridgewater Advisors Inc.6,977$438K0.04%new13F-HRTimeline
TCI Wealth Advisors, Inc.6,868$412K0.03%-48613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,864$412K<0.01%+1,84713F-HRTimelineGroup
Herold Advisors, Inc.6,635$398K0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,481$389K<0.01%+1,46413F-HRTimelineGroup
WealthShield Partners, LLC6,200$372K0.05%+1,00013F-HRTimeline
Tortoise Investment Management, LLC6,070$364K0.04%013F-HR/ATimeline
Plancorp, LLC5,840$350K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,838$350K<0.01%-6,61513F-HR/ATimelineGroup
LPL Financial LLC5,630$338K<0.01%new13F-HRTimeline
Tarbox Family Office, Inc.5,481$329K0.05%-1713F-HRTimeline
Oak Wealth Advisors LLC4,890$293K0.22%013F-HRTimeline
Kelman-Lazarov, Inc.4,235$254K0.05%-70313F-HRTimeline
Evanson Asset Management, LLC4,004$240K0.02%013F-HRTimeline
Pacific Asset Management, LLC3,897$234K0.21%013F-HRTimeline
Sprinkle Financial Consultants LLC3,564$214K0.14%new13F-HRTimeline
Austin Asset Management Co Inc3,480$209K0.04%new13F-HRTimeline
Addison Advisors LLC3,030$182K0.05%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,800$168K0.09%013F-HRTimeline
North Ridge Wealth Advisors, Inc.2,440$146K0.1%013F-HRTimeline
Orion Capital Management LLC2,380$143K0.06%-39813F-HRTimeline
CWM, LLCin group CWM, LLC1,787$107K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC1,534$92K0.04%+1,35713F-HRTimeline
WealthCollab, LLC1,460$87.6K0.05%+12413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,512$86.1K0.04%-77113F-HRTimeline
Parkworth Wealth Management, Inc.990$59.4K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.737$44.2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC496$29.8K<0.01%-19113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC457$27.4K0.01%new13F-HRTimeline
Signature Resources Capital Management,…404$24.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC294$17.6K<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC2$14.6K0.11%-26113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99$6K<0.01%new13F-HR/ATimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.37$2.22K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.