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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 2025-06-30, 3,782,240 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
72
13F filers
72
New
5
Added
35
Reduced
18
Sold out
5
Shares held by filers
3,782,240

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLP1,230,145$84.3M3.2%13F-HRTimeline
Clarity Asset Management, Inc.424,981$29.2M17.4%-27,68713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth343,846$23.6M0.05%+17,00613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,582$9.67M0.02%+69513F-HRTimeline
Waverly Advisors, LLC134,616$9.23M0.1%-3,24113F-HRTimeline
LPL Financial LLC131,277$9.01M<0.01%+108,35313F-HRTimeline
Highland Financial Advisors, LLC117,432$8.06M2.59%+15,99713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,637$7.93M0.01%+2,04813F-HRTimeline
Mariner, LLCin group Mariner, LLC99,984$6.86M0.01%-2,41713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,186$6.53M0.01%-17,30713F-HR/ATimelineGroup
Willow Creek Wealth Management Inc.91,791$6.3M0.57%+23,69913F-HRTimeline
Northland Capital Management LLC70,740$4.85M2.99%+5,48813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,529$3.47M0.09%new13F-HRTimelineGroup
LongView Asset Management LLC46,688$3.2M2.42%-73613F-HRTimeline
Trademark Financial Management, LLC46,353$3.18M1.94%+2,15613F-HRTimeline
HighTower Advisors, LLC43,523$2.99M<0.01%-5,15813F-HRTimeline
Wealthstream Advisors, Inc.38,440$2.64M0.44%+4,25413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,716$2.52M<0.01%+22,18513F-HRTimelineGroup
Trellis Wealth Advisors LLC33,411$2.29M1%-16413F-HRTimeline
AWM CAPITAL, LLC32,974$2.26M0.24%+8113F-HRTimeline
PrairieView Partners, LLC31,217$2.14M0.21%-41913F-HRTimeline
HB Wealth Management, LLC28,050$1.92M0.02%+3,96013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,686$1.9M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,658$1.69M<0.01%+11,06313F-HRTimelineGroup
Vestment Financial LLC23,573$1.63M1.03%+5,47113F-HRTimeline
Diversified Portfolios, Inc.21,673$1.49M0.14%-15213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.19,540$1.34M0.15%-2413F-HRTimeline
Hill Investment Group Partners, LLC16,884$1.16M0.15%+3,10813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,881$1.09M0.04%+38913F-HRTimeline
Orion Porfolio Solutions, LLC15,725$1.08M0.01%-2,39713F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV13,957$957K<0.01%new13F-HRTimeline
BFSG, LLC13,524$928K0.1%+1,47913F-HRTimeline
FMB WEALTH MANAGEMENT11,118$763K0.36%+4,95513F-HRTimeline
LexAurum Advisors, LLC11,007$755K0.12%-6013F-HRTimeline
ABLE Financial Group, LLC10,983$753K0.18%+4,66213F-HRTimeline
Bridgewater Advisors Inc.10,688$751K0.06%+3,15913F-HRTimeline
Kelman-Lazarov, Inc.10,838$744K0.12%-39413F-HRTimeline
Burton Enright Welch10,032$688K0.12%013F-HRTimeline
Financial Advisors, LLC9,600$659K0.12%013F-HRTimeline
EnRich Financial Partners LLC9,448$648K0.2%-1,34413F-HRTimeline
Orion Capital Management LLC9,156$628K0.24%+18413F-HRTimeline
Oak Wealth Advisors LLC9,058$621K0.4%013F-HRTimeline
North Ridge Wealth Advisors, Inc.8,205$563K0.35%+4,91013F-HRTimeline
Austin Asset Management Co Inc6,485$445K0.09%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,255$429K<0.01%-64413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,986$411K0.09%+9213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,900$405K0.14%new13F-HRTimeline
Tortoise Investment Management, LLC5,320$365K0.03%013F-HRTimeline
Plancorp, LLC5,250$360K0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC5,207$357K0.22%+1013F-HRTimeline
TCI Wealth Advisors, Inc.5,017$344K0.02%013F-HRTimeline
Pacific Asset Management, LLC4,909$337K0.27%+1413F-HRTimeline
Team Hewins, LLC4,785$328K0.12%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,708$323K0.01%+513F-HRTimeline
QUARRY HILL ADVISORS, LLC4,202$288K0.17%-12,13413F-HRTimeline
Werba Rubin Papier Wealth Management4,109$282K0.05%+17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,064$279K<0.01%-1,21613F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT3,890$267K0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,328$228K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,490$171K0.07%+15913F-HRTimeline
CURIO WEALTH, LLC2,174$149K0.07%+2,16913F-HRTimeline
Parkworth Wealth Management, Inc.2,160$148K0.11%+613F-HRTimeline
True Wealth Design, LLC2,059$141K0.05%+37413F-HRTimeline
CWM, LLCin group CWM, LLC1,540$106K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,387$95.1K<0.01%+42613F-HR/ATimelineGroup
Asset Dedication, LLC1,320$90.6K0.01%+54413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC984$67.5K0.03%+313F-HRTimeline
Signature Resources Capital Management,…959$65.8K0.04%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC934$64.1K0.03%-69113F-HRTimeline
WealthCollab, LLC859$58.9K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…607$41.6K0.03%+23213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.