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Disclosery

AVSD AMERICAN CENTY ETF TR

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AVAN RE INTL ETF (fund)

88 managers (89 13F filers) reported a position in AVSD shares at 2026-03-31, 4,834,285 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
88
13F filers
89
New
12
Added
30
Reduced
27
Sold out
5
Shares held by filers
4,834,285

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Northwest & Ethical Investments L.P.1,981,400$146M3.38%013F-HRTimeline
MASECO LLP701,841$51.7M1.62%new13F-HRTimeline
Strategic Financial Planning, Inc.310,632$16.8M9.82%new13F-HRTimeline
FMR LLCin group FMR LLC159,724$11.8M<0.01%+10,68113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP137,807$10.1M0.01%+68813F-HRTimelineGroup
HUB Investment Partners, LLC122,186$9M0.22%+6913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.116,360$8.57M0.04%new13F-HRTimelineGroup
Trailhead Planners LLC80,304$5.91M5.68%-11413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,189$5.83M0.01%+13,88113F-HRTimeline
Riverwater Partners LLC75,873$5.59M1.86%+6,06213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,283$5.18M0.01%+12,70513F-HRTimeline
Clarity Asset Management, Inc.63,832$4.7M2.38%-145,09913F-HRTimeline
LPL Financial LLC60,498$4.46M<0.01%+1,36313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding56,107$4.13M+2,493Timeline
HighTower Advisors, LLC54,157$3.99M<0.01%-1,18613F-HRTimeline
EP Wealth Advisors, LLC53,156$3.91M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,995$3.68M<0.01%-51,20113F-HRTimelineGroup
Waverly Advisors, LLC40,326$2.97M0.02%-11513F-HRTimeline
NewEdge Advisors, LLC31,563$2.32M0.01%new13F-HR/ATimeline
Greenspring Advisors, LLC30,875$2.27M0.14%-1,00313F-HRTimeline
Mason & Associates Inc28,734$2.05M0.4%+2,74313F-HRTimeline
Northland Capital Management LLC27,670$2.04M1.11%-1,00013F-HRTimeline
Highland Financial Advisors, LLC27,396$2.02M0.53%+1,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,301$1.94M<0.01%+12,78313F-HRTimelineGroup
Trellis Wealth Advisors LLC24,945$1.84M0.7%-1,11613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,326$1.57M<0.01%+2,74113F-HRTimelineGroup
Revolve Wealth Partners, LLC20,697$1.52M0.2%-88913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,998$1.47M0.04%new13F-HRTimelineGroup
MB Generational Wealth, LLC19,791$1.46M0.81%013F-HRTimeline
Vestment Financial LLC16,111$1.29M0.61%+70213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.17,010$1.25M0.35%-17,01013F-HRTimeline
Burton Enright Welch15,195$1.12M0.15%+8,94813F-HRTimeline
Mariner, LLCin group Mariner, LLC13,847$1.02M<0.01%+4,09213F-HRTimelineGroup
Opes Wealth Management LLC12,634$930K0.16%+43513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,351$910K<0.01%-6013F-HRTimelineGroup
Bridgewater Advisors Inc.11,351$904K0.05%+15013F-HRTimeline
Team Hewins, LLC12,269$904K0.27%-22213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,965$881K<0.01%+95013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC11,022$812K0.02%-32113F-HRTimeline
Trademark Financial Management, LLC10,321$760K0.37%-11,51113F-HRTimeline
CALTON & ASSOCIATES, INC.10,175$749K0.11%-32113F-HRTimeline
Dynamic Advisor Solutions LLC9,329$687K0.02%-8713F-HRTimeline
Diversified Portfolios, Inc.9,309$686K0.06%013F-HRTimeline
Financial Plan, Inc.8,952$659K0.07%+1,74613F-HRTimeline
Steward Partners Investment Advisory, L…7,992$589K<0.01%-27713F-HRTimeline
HB Wealth Management, LLC7,395$545K<0.01%-2,25013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,808$501K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…6,480$477K0.23%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,431$474K<0.01%new13F-HRTimelineGroup
Plancorp, LLC5,840$455K0.01%013F-HRTimeline
Tortoise Investment Management, LLC6,070$447K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.5,687$419K0.06%+1,35413F-HRTimeline
TCI Wealth Advisors, Inc.5,620$414K0.02%-9013F-HRTimeline
FMB WEALTH MANAGEMENT5,529$407K0.17%013F-HRTimeline
Tarbox Family Office, Inc.5,479$404K0.07%-213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,300$390K0.36%013F-HRTimeline
Torren Management, LLC4,973$366K0.18%-21913F-HRTimeline
North Ridge Wealth Advisors, Inc.4,787$353K0.2%-1713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,747$350K<0.01%013F-HRTimelineGroup
GTS FINANCIAL, LLC5,827$350K0.28%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,711$347K<0.01%+4,29613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,456$328K<0.01%+3,45713F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,409$325K0.11%013F-HRTimeline
Oak Wealth Advisors LLC4,175$307K0.17%-24813F-HRTimeline
Evanson Asset Management, LLC4,077$300K0.02%+413F-HRTimeline
Pacific Asset Management, LLC3,894$287K0.16%-5013F-HRTimeline
Sprinkle Financial Consultants LLC3,665$270K0.12%+413F-HRTimeline
Caliber Wealth Management, LLC / KS3,446$254K0.03%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …3,212$237K0.21%-9713F-HRTimeline
Addison Advisors LLC3,030$223K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,977$219K<0.01%+313F-HRTimelineGroup
Goepper Burkhardt LLC2,925$215K0.07%+12513F-HRTimeline
Austin Asset Management Co Inc2,880$212K0.03%-60013F-HRTimeline
EnRich Financial Partners LLC2,830$208K0.06%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,800$206K0.1%013F-HRTimeline
Orion Capital Management LLC2,278$168K0.06%+1213F-HRTimeline
WealthCollab, LLC2,159$159K0.07%+69913F-HRTimeline
CWM, LLCin group CWM, LLC1,787$132K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC1,511$111K0.03%+15513F-HRTimeline
Sankala Group LLC1,008$72.6K0.06%new13F-HRTimeline
CURIO WEALTH, LLC746$54.9K0.02%013F-HRTimeline
Milestone Investment Advisors LLC518$38.2K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC476$35K0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.293$21.6K<0.01%-57213F-HRTimeline
Asset Dedication, LLC159$11.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.53$3.9K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.37$2.73K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1$68<0.01%new13F-HRTimelineGroup