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Disclosery

AVSD AMERICAN CENTY ETF TR

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AVAN RE INTL ETF (fund)

70 managers (71 13F filers) reported a position in AVSD shares at 2025-09-30, 1,646,467 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
70
13F filers
71
New
8
Added
21
Reduced
17
Sold out
5
Shares held by filers
1,646,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Willow Creek Wealth Management Inc.217,469$15.6M1.28%+98113F-HRTimeline
Clarity Asset Management, Inc.207,371$14.8M8.32%-13013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP136,052$9.73M0.02%-5,51813F-HRTimelineGroup
FMR LLCin group FMR LLC135,972$9.73M<0.01%+135,71513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding86,338$6.2M+14,106Timeline
LongView Asset Management LLC60,350$4.32M2.98%-4,24313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,174$4.16M0.01%-51513F-HRTimeline
HighTower Advisors, LLC57,835$4.14M<0.01%+10,70813F-HRTimeline
Riverwater Partners LLC55,675$3.98M1.65%+3,38713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,897$3.36M0.01%+42,72113F-HRTimeline
Waverly Advisors, LLC40,634$2.91M0.03%-14,53613F-HRTimeline
LPL Financial LLC34,164$2.44M<0.01%+1,29713F-HRTimeline
Wealthstream Advisors, Inc.31,304$2.24M0.34%-2113F-HRTimeline
Trademark Financial Management, LLC26,770$1.92M1.11%+27413F-HRTimeline
Highland Financial Advisors, LLC26,509$1.9M0.54%+3,09513F-HRTimeline
Trellis Wealth Advisors LLC26,046$1.86M0.76%-18213F-HRTimeline
Northland Capital Management LLC24,924$1.78M1.04%+4513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,372$1.6M<0.01%+8,86213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,556$1.54M<0.01%new13F-HRTimelineGroup
Revolve Wealth Partners, LLC21,076$1.51M0.18%-38513F-HRTimeline
MB Generational Wealth, LLC19,791$1.42M0.9%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.17,010$1.22M0.39%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,998$1.14M0.03%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC14,027$1M0.01%new13F-HR/ATimelineGroup
Vestment Financial LLC13,751$990K0.56%+67913F-HRTimeline
Team Hewins, LLC12,478$893K0.3%-22113F-HRTimeline
Opes Wealth Management LLC12,239$876K0.15%-1,41513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,735$840K<0.01%-2,55813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,015$788K<0.01%+98913F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC10,965$785K0.02%+59813F-HRTimeline
Mariner, LLCin group Mariner, LLC10,403$744K<0.01%-613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,226$732K0.11%new13F-HRTimeline
HB Wealth Management, LLC9,595$687K<0.01%013F-HRTimeline
Diversified Portfolios, Inc.9,309$666K0.06%013F-HRTimeline
Bridgewater Advisors Inc.9,295$663K0.05%+27413F-HRTimeline
Steward Partners Investment Advisory, L…8,286$593K<0.01%+1,63013F-HRTimeline
Tortoise Investment Management, LLC6,070$434K0.04%013F-HRTimeline
Plancorp, LLC5,840$418K0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.5,710$409K0.02%-9613F-HRTimeline
FMB WEALTH MANAGEMENT5,529$396K0.17%013F-HRTimeline
Tarbox Family Office, Inc.5,481$392K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,390$386K<0.01%new13F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC5,300$379K0.35%new13F-HRTimeline
Passive Capital Management, LLC.5,136$367K0.12%new13F-HRTimeline
Oak Wealth Advisors LLC4,890$350K0.2%013F-HRTimeline
North Ridge Wealth Advisors, Inc.4,854$347K0.2%-9313F-HRTimeline
Signature Resources Capital Management,…4,773$342K0.19%+4,19413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,747$340K<0.01%013F-HRTimelineGroup
Kelman-Lazarov, Inc.4,235$303K0.04%013F-HRTimeline
Evanson Asset Management, LLC4,073$291K0.02%013F-HRTimeline
Pacific Asset Management, LLC3,905$279K0.19%-5913F-HRTimeline
Sprinkle Financial Consultants LLC3,624$259K0.14%013F-HRTimeline
Austin Asset Management Co Inc3,480$249K0.05%013F-HRTimeline
Caliber Wealth Management, LLC / KS3,446$247K0.03%+5613F-HRTimeline
Burton Enright Welch3,314$237K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,049$218K<0.01%013F-HRTimeline
Addison Advisors LLC3,030$217K0.05%013F-HRTimeline
EnRich Financial Partners LLC2,830$202K0.06%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,800$200K0.1%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,532$181K0.06%+3813F-HRTimeline
Orion Capital Management LLC2,266$162K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC1,787$128K<0.01%013F-HRTimelineGroup
WealthCollab, LLC1,460$104K0.05%013F-HRTimeline
True Wealth Design, LLC1,373$98.2K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.865$61.9K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC472$33.8K0.01%+913F-HR/ATimeline
CURIO WEALTH, LLC274$19.6K0.01%+1113F-HRTimeline
Asset Dedication, LLC159$11.4K<0.01%-50213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125$8.72K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.37$2.65K<0.01%013F-HRTimeline