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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

90 managers (91 13F filers) reported a position in AVSU shares at 2026-06-30, 3,462,996 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
90
13F filers
91
New
14
Added
30
Reduced
34
Sold out
3
Shares held by filers
3,462,996

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MASECO LLP1,305,465$116M3.25%+12,55013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV205,927$18.2M0.02%+21,17913F-HR/ATimeline
Highland Financial Advisors, LLC175,042$15.5M3.41%+24,00413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,229$12.1M0.02%-2,74613F-HRTimeline
LPL Financial LLC125,783$11.1M<0.01%-6,24613F-HRTimeline
Waverly Advisors, LLC124,225$11M0.06%-4,21513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…123,295$10.9M0.02%-1,12013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding76,239$6.75M-285,904Timeline
Freedom Day Solutions, LLC63,253$5.6M1.24%new13F-HRTimeline
Clarity Asset Management, Inc.63,109$5.59M2.74%-65,79213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP55,723$4.93M0.01%-39,87813F-HR/ATimelineGroup
Trailhead Planners LLC52,165$4.62M4.46%-57,23913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,529$4.47M0.09%013F-HRTimelineGroup
Northland Capital Management LLC44,191$3.91M2.11%-27,66013F-HRTimeline
Greenspring Advisors, LLC42,515$3.76M0.21%-68013F-HRTimeline
EP Wealth Advisors, LLC39,439$3.49M0.01%+1,82213F-HRTimeline
Mariner, LLCin group Mariner, LLC38,189$3.38M<0.01%-41413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,851$3.35M<0.01%+2,66113F-HRTimelineGroup
Modern Wealth Management, LLC33,761$2.99M0.04%+12,75513F-HRTimeline
AWM CAPITAL, LLC33,091$2.93M0.23%+1113F-HRTimeline
HighTower Advisors, LLC32,262$2.86M<0.01%-5,24413F-HRTimeline
Trellis Wealth Advisors LLC31,912$2.82M0.97%+313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,786$2.81M<0.01%+2,68513F-HRTimelineGroup
Vestment Financial LLC29,043$2.55M1.15%+2,58413F-HRTimeline
Hill Investment Group Partners, LLC26,689$2.36M0.24%-3313F-HRTimeline
Savant Capital, LLC23,443$2.08M0.01%-1,89913F-HRTimeline
BFSG, LLC21,886$1.94M0.17%+15613F-HRTimeline
Diversified Portfolios, Inc.21,393$1.89M0.14%013F-HRTimeline
Kelman-Lazarov, Inc.21,187$1.88M0.25%+12813F-HRTimeline
HB Wealth Management, LLC21,132$1.87M0.01%+213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS20,916$1.85M0.19%new13F-HRTimeline
Burton Enright Welch19,135$1.69M0.2%-23113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.18,191$1.61M0.14%-2513F-HRTimeline
Orion Porfolio Solutions, LLC17,828$1.58M0.01%-1,23913F-HRTimeline
Bridgewater Advisors Inc.16,190$1.44M0.08%+60013F-HRTimeline
Financial Plan, Inc.14,249$1.26M0.12%+4513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,069$1.16M<0.01%-31,69513F-HRTimelineGroup
Passive Capital Management, LLC.13,564$1.03M0.32%new13F-HRTimeline
FMB WEALTH MANAGEMENT11,581$1.03M0.38%013F-HRTimeline
ABLE Financial Group, LLC11,151$987K0.17%-26513F-HRTimeline
LexAurum Advisors, LLC10,629$941K0.11%+71713F-HRTimeline
Beacon Pointe Advisors, LLC9,600$850K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,272$821K<0.01%+5,45913F-HRTimelineGroup
Orion Capital Management LLC9,238$818K0.25%+1713F-HRTimeline
EnRich Financial Partners LLC8,551$757K0.18%-51413F-HRTimeline
Signature Resources Capital Management,…8,420$745K0.29%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,369$741K<0.01%-13,24913F-HRTimelineGroup
Oak Wealth Advisors LLC7,608$673K0.32%-1,02713F-HRTimeline
QUARRY HILL ADVISORS, LLC7,271$644K0.25%-33513F-HRTimeline
GTS SECURITIES LLC6,948$615K0.01%new13F-HRTimeline
Silver Oak Advisory Group, Inc.6,409$567K0.22%new13F-HRTimeline
Trademark Financial Management, LLC6,365$563K0.23%-29313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,091$539K0.13%013F-HRTimeline
Torren Management, LLC5,928$525K0.27%+213F-HRTimeline
Austin Asset Management Co Inc5,910$523K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,867$519K<0.01%+83413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,600$496K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC5,320$471K0.04%013F-HRTimeline
Sprinkle Financial Consultants LLC5,239$464K0.18%+813F-HRTimeline
Plancorp, LLC5,250$460K0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.5,017$444K0.02%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,967$440K0.34%+13513F-HRTimeline
Team Hewins, LLC4,840$428K0.12%+113F-HRTimeline
Pacific Asset Management, LLC4,784$423K0.21%-9413F-HRTimeline
Cetera Investment Advisers4,340$384K<0.01%-8113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,045$358K0.07%-513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$344K0.06%013F-HRTimeline
Sanchez Levi Garrett3,652$323K0.18%+59513F-HRTimeline
Indivisible Partners3,649$323K0.02%-1513F-HRTimeline
Werba Rubin Papier Wealth Management3,625$321K0.04%-713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,508$311K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,309$293K0.03%-39913F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,784$246K<0.01%013F-HRTimeline
WealthCollab, LLC2,779$246K0.09%+1,12413F-HRTimeline
True Wealth Design, LLC2,676$237K0.06%+30213F-HRTimeline
CURIO WEALTH, LLC2,578$228K0.07%+213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,442$216K<0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,425$215K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,195$194K<0.01%+17113F-HRTimelineGroup
Atomic Invest LLC1,707$150K0.01%-14013F-HRTimeline
Farther Finance Advisors, LLC1,575$139K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,204$107K0.03%+19313F-HRTimeline
Fort Vancouver Investment Management, L…807$71.4K0.03%+10413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA583$52K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO534$46.9K<0.01%-50013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…487$43.1K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC375$33.2K<0.01%-17413F-HRTimeline
Allworth Financial LP361$32K<0.01%013F-HRTimeline
Arax Advisory Partners203$17.9K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.142$12.6K0.01%new13F-HRTimeline