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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

72 managers (72 13F filers) reported a position in AVSU shares at 2025-03-31, 2,424,950 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
72
13F filers
72
New
12
Added
31
Reduced
19
Sold out
3
Shares held by filers
2,424,950

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Clarity Asset Management, Inc.452,668$28.2M18.17%+73,26013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth326,840$20.4M0.05%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,887$8.6M0.02%new13F-HRTimeline
Waverly Advisors, LLC137,857$8.6M0.1%-1,66213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC113,589$7.08M0.01%-3,90213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP112,493$7.02M0.01%-50,31013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,070$6.49M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC102,401$6.39M0.01%+7,99613F-HRTimelineGroup
Highland Financial Advisors, LLC101,435$6.33M2.26%+1,39613F-HRTimeline
Willow Creek Wealth Management Inc.68,092$4.25M0.41%+4,02013F-HRTimeline
Northland Capital Management LLC65,252$4.07M2.75%-1,51413F-HRTimeline
HighTower Advisors, LLC48,681$3.04M<0.01%+1,34113F-HRTimeline
LongView Asset Management LLC47,424$2.96M2.54%-3,99413F-HRTimeline
Trademark Financial Management, LLC44,197$2.76M2.1%-3,14213F-HRTimeline
Wealthstream Advisors, Inc.34,186$2.13M0.4%-80113F-HRTimeline
Trellis Wealth Advisors LLC33,575$2.09M1.02%+313F-HRTimeline
AWM CAPITAL, LLC32,893$2.05M0.24%013F-HRTimeline
PrairieView Partners, LLC31,636$1.97M0.21%-14513F-HRTimeline
HB Wealth Management, LLC24,090$1.5M0.01%new13F-HRTimeline
LPL Financial LLC22,924$1.43M<0.01%+8,54013F-HRTimeline
Diversified Portfolios, Inc.21,825$1.36M0.14%-2,18513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.19,564$1.22M0.15%-1,88713F-HRTimeline
Vestment Financial LLC18,102$1.13M0.81%+1,51113F-HRTimeline
Orion Porfolio Solutions, LLC18,122$1.13M0.01%-2,84813F-HRTimeline
Orion Portfolio Solutions, LLC18,122$1.13M0.01%-2,84813F-HR/ATimeline
QUARRY HILL ADVISORS, LLC16,336$1.02M0.66%+1,49713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,492$966K0.03%-59513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,783$922K<0.01%+2,55613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,531$906K<0.01%+2,97613F-HRTimelineGroup
Hill Investment Group Partners, LLC13,776$859K0.12%+1,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,595$848K<0.01%+2,04013F-HRTimelineGroup
BFSG, LLC12,045$751K0.09%+3,87413F-HRTimeline
Kelman-Lazarov, Inc.11,232$700K0.13%+49113F-HRTimeline
LexAurum Advisors, LLC11,067$690K0.13%+58113F-HRTimeline
EnRich Financial Partners LLC10,792$673K0.23%new13F-HRTimeline
Burton Enright Welch10,032$626K0.13%013F-HRTimeline
Financial Advisors, LLC9,600$599K0.12%013F-HRTimeline
Oak Wealth Advisors LLC9,058$565K0.42%+10013F-HRTimeline
Orion Capital Management LLC8,972$559K0.24%+73213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,512$468K<0.01%new13F-HR/ATimelineGroup
Bridgewater Advisors Inc.7,529$463K0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,899$430K<0.01%-3,55413F-HRTimeline
Austin Asset Management Co Inc6,485$404K0.08%new13F-HRTimeline
ABLE Financial Group, LLC6,321$394K0.11%-7713F-HRTimeline
FMB WEALTH MANAGEMENT6,163$384K0.21%+15613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,894$368K0.09%+37313F-HRTimeline
Tortoise Investment Management, LLC5,320$332K0.03%+59013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY5,280$329K<0.01%-9,25513F-HRTimelineGroup
Plancorp, LLC5,250$327K0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC5,197$324K0.21%+813F-HRTimeline
TCI Wealth Advisors, Inc.5,017$313K0.03%-15813F-HRTimeline
Pacific Asset Management, LLC4,895$305K0.27%+49313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,703$293K0.01%+513F-HRTimeline
Perigon Wealth Management, LLC4,325$270K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management3,934$245K0.05%+78413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$243K0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,328$208K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.3,295$205K0.14%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,331$143K0.06%+26413F-HRTimeline
Parkworth Wealth Management, Inc.2,154$134K0.11%+713F-HRTimeline
True Wealth Design, LLC1,685$105K0.04%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,625$101K0.06%+69113F-HRTimeline
CWM, LLCin group CWM, LLC1,540$96K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC981$61.2K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.961$59.9K<0.01%-1,18013F-HRTimelineGroup
Signature Resources Capital Management,…959$59.8K0.05%+4013F-HRTimeline
WealthCollab, LLC859$53.6K0.03%+31813F-HRTimeline
Asset Dedication, LLC776$48.4K<0.01%+39213F-HRTimeline
Fort Vancouver Investment Management, L…375$23.4K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226$14K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC5$140K-2,11013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.