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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

64 managers (64 13F filers) reported a position in AVSU shares at 2024-12-31, 2,139,922 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
64
13F filers
64
New
4
Added
25
Reduced
14
Sold out
2
Shares held by filers
2,139,922

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Clarity Asset Management, Inc.379,408$25.1M16.33%-9,46513F-HRTimeline
Merriman Wealth Management, LLC319,392$21.1M0.88%+8,92113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP162,803$10.8M0.02%+2,88713F-HRTimelineGroup
Waverly Advisors, LLC139,519$9.23M0.14%-1,11713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC117,491$7.77M0.01%+68013F-HRTimeline
Highland Financial Advisors, LLC100,039$6.62M2.29%+3,90813F-HRTimeline
Mariner, LLCin group Mariner, LLC94,405$6.24M0.01%+45,45513F-HRTimelineGroup
Northland Capital Management LLC66,766$4.41M3.27%-11,65713F-HRTimeline
Willow Creek Wealth Management Inc.64,072$4.24M0.43%+1,14313F-HRTimeline
LongView Asset Management LLC51,418$3.4M2.96%13F-HRTimeline
HighTower Advisors, LLC47,340$3.13M<0.01%-1,47813F-HRTimeline
Trademark Financial Management, LLC47,339$3.13M2.49%+17,51113F-HRTimeline
Wealthstream Advisors, Inc.34,987$2.31M0.43%+10,26213F-HRTimeline
Trellis Wealth Advisors LLC33,572$2.22M1.12%-38213F-HRTimeline
AWM CAPITAL, LLC32,893$2.17M0.27%013F-HRTimeline
PrairieView Partners, LLC31,781$2.1M0.22%-1,16413F-HRTimeline
Diversified Portfolios, Inc.24,010$1.59M0.17%013F-HRTimeline
WMS Partners, LLC23,924$1.58M0.09%+58613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.21,451$1.42M0.17%013F-HRTimeline
Orion Porfolio Solutions, LLC20,970$1.39M0.01%-1,04913F-HRTimeline
Orion Portfolio Solutions, LLC20,970$1.39M0.01%-1,04913F-HRTimeline
Vestment Financial LLC16,591$1.1M0.84%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,087$1.06M0.04%-1,00313F-HRTimeline
QUARRY HILL ADVISORS, LLC14,839$981K0.66%-6013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,535$961K<0.01%new13F-HR/ATimelineGroup
LPL Financial LLC14,384$951K<0.01%-6,70813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,598$899K<0.01%+4,77513F-HRTimelineGroup
Passive Capital Management, LLC.12,598$833K0.29%+93113F-HRTimeline
Hill Investment Group Partners, LLC12,576$832K0.11%+3,43713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,227$808K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,555$764K<0.01%+1,87113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,555$764K<0.01%+1,87113F-HRTimelineGroup
Kelman-Lazarov, Inc.10,741$710K0.13%+75613F-HRTimeline
LexAurum Advisors, LLC10,486$693K0.14%+47313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,453$691K<0.01%-1513F-HRTimeline
Burton Enright Welch10,032$663K0.14%013F-HRTimeline
Financial Advisors, LLC9,600$635K0.12%013F-HRTimeline
Oak Wealth Advisors LLC8,958$592K0.46%13F-HRTimeline
Orion Capital Management LLC8,240$545K0.24%013F-HRTimeline
BFSG, LLC8,171$540K0.06%+2,37713F-HRTimeline
ABLE Financial Group, LLC6,398$423K0.12%+49913F-HRTimeline
FMB WEALTH MANAGEMENT6,007$397K0.22%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,521$365K0.09%+2,04913F-HRTimeline
Plancorp, LLC5,250$347K0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC5,189$343K0.23%+1013F-HRTimeline
TCI Wealth Advisors, Inc.5,175$342K0.03%013F-HRTimeline
Tortoise Investment Management, LLC4,730$313K0.03%+30013F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC4,698$311K0.01%+613F-HRTimeline
Pacific Asset Management, LLC4,402$291K0.27%13F-HRTimeline
Perigon Wealth Management, LLC4,325$291K0.01%+93513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$257K0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,328$220K<0.01%-61113F-HRTimeline
North Ridge Wealth Advisors, Inc.3,295$218K0.15%013F-HRTimeline
Werba Rubin Papier Wealth Management3,150$208K0.05%new13F-HRTimeline
Parkworth Wealth Management, Inc.2,147$142K0.12%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,141$142K<0.01%+1,27713F-HR/ATimelineGroup
CURIO WEALTH, LLC2,115$140K0.08%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,067$137K0.05%-27513F-HRTimeline
CWM, LLCin group CWM, LLC1,540$102K<0.01%new13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC934$61.8K0.03%013F-HRTimeline
Signature Resources Capital Management,…919$60.8K0.05%013F-HRTimeline
WealthCollab, LLC541$35.8K0.02%013F-HRTimeline
Asset Dedication, LLC384$25.4K<0.01%+2613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.