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Disclosery

AVSE AMERICAN CENTY ETF TR

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SHS (fund)

64 managers (65 13F filers) reported a position in AVSE shares at 2026-03-31, 1,918,066 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
65
New
10
Added
24
Reduced
18
Sold out
7
Shares held by filers
1,918,066

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
MASECO LLP435,371$29M0.91%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC172,968$11.5M0.01%+105,27513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding157,356$10.5M+736Timeline
Riverwater Partners LLC132,575$8.83M2.94%+7,20613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP113,342$7.54M0.01%-12313F-HRTimelineGroup
OLD MISSION CAPITAL LLC107,829$7.18M0.17%new13F-HRTimeline
Strategic Financial Planning, Inc.240,897$6.26M3.66%new13F-HRTimeline
HighTower Advisors, LLC66,136$4.4M<0.01%+16413F-HRTimeline
Trailhead Planners LLC38,810$2.58M2.48%+52013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,604$2.57M<0.01%-4,67313F-HRTimeline
EP Wealth Advisors, LLC38,570$2.57M0.01%+34,70513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,314$2.42M<0.01%+4,03313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,312$1.82M<0.01%+23,59013F-HRTimelineGroup
Highland Financial Advisors, LLC24,427$1.63M0.43%+1,74213F-HRTimeline
Opes Wealth Management LLC22,212$1.48M0.25%-16013F-HRTimeline
Accurate Wealth Management, LLC14,633$1.05M0.13%+8,86613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,587$1.04M0.03%-23313F-HRTimeline
Mason & Associates Inc14,356$924K0.18%+46913F-HRTimeline
Northland Capital Management LLC13,758$916K0.5%-53613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,526$900K<0.01%013F-HRTimelineGroup
LPL Financial LLC12,961$863K<0.01%+1,09013F-HRTimeline
Burton Enright Welch11,581$771K0.1%+5,68113F-HRTimeline
Asset Dedication, LLC10,199$679K0.05%+9313F-HRTimeline
Greenspring Advisors, LLC9,156$610K0.04%-29313F-HRTimeline
Vestment Financial LLC7,792$578K0.27%+30613F-HRTimeline
Trellis Wealth Advisors LLC8,550$569K0.22%-38213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,523$567K0.01%+1,74313F-HRTimelineGroup
LexAurum Advisors, LLC7,571$504K0.07%13F-HRTimeline
Walkner Condon Financial Advisors LLC7,055$470K0.06%-34213F-HRTimeline
Team Hewins, LLC6,791$452K0.13%-22013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,446$429K<0.01%+1,34713F-HRTimelineGroup
MB Generational Wealth, LLC6,361$423K0.23%-34713F-HRTimeline
Plancorp, LLC5,755$411K0.01%013F-HRTimeline
Level Financial Advisors6,172$411K0.1%+55813F-HRTimeline
Tarbox Family Office, Inc.6,105$406K0.07%-513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…5,632$375K0.06%+8313F-HRTimeline
Dunhill Financial, LLC5,286$352K0.08%+5,26813F-HRTimeline
CURIO WEALTH, LLC5,176$345K0.12%013F-HRTimeline
HB Wealth Management, LLC4,987$332K<0.01%-1,40413F-HRTimeline
Private Advisor Group, LLC4,356$290K<0.01%new13F-HRTimeline
Cambridge Financial Group, LLC4,101$273K0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,982$265K<0.01%+29613F-HRTimelineGroup
ABLE Financial Group, LLC3,945$263K0.05%-3013F-HRTimeline
Kelman-Lazarov, Inc.3,718$247K0.04%-1413F-HRTimeline
TCI Wealth Advisors, Inc.3,617$241K0.01%-11213F-HRTimeline
Addison Advisors LLC3,563$237K0.05%013F-HRTimeline
Financial Plan, Inc.3,166$211K0.02%013F-HRTimeline
Trademark Financial Management, LLC3,073$205K0.1%-8,05613F-HRTimeline
True Wealth Design, LLC2,546$169K0.05%-3613F-HRTimeline
WealthCollab, LLC2,499$166K0.07%013F-HRTimeline
Signature Resources Capital Management,…2,136$142K0.07%013F-HRTimeline
Torren Management, LLC1,765$117K0.06%+1313F-HRTimeline
Clarity Asset Management, Inc.1,399$93.1K0.05%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.1,365$90.9K0.05%013F-HRTimeline
Sankala Group LLC1,346$88.3K0.07%+2313F-HRTimeline
WealthShield Partners, LLC1,300$86.5K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY868$57.8K<0.01%-1,10113F-HRTimelineGroup
Orion Capital Management LLC654$43.5K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC513$34.2K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.478$31.8K0.03%new13F-HRTimeline
Atomic Invest LLC459$29.5K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.354$23.6K<0.01%+33813F-HRTimeline
Allworth Financial LP96$6.39K<0.01%new13F-HRTimeline
Advisory Services Network, LLC85$5.63K<0.01%new13F-HRTimeline