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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

72 managers (73 13F filers) reported a position in AVSU shares at 2025-09-30, 2,714,372 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
72
13F filers
73
New
7
Added
22
Reduced
27
Sold out
2
Shares held by filers
2,714,372

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Clarity Asset Management, Inc.422,365$31.1M17.43%-2,61613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding372,390$27.4M+28,544Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…144,827$10.7M0.02%+6,24513F-HRTimeline
Highland Financial Advisors, LLC135,444$9.96M2.86%+18,01213F-HRTimeline
Waverly Advisors, LLC133,425$9.82M0.1%-1,19113F-HRTimeline
LPL Financial LLC133,042$9.79M<0.01%+1,76513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV126,052$9.27M0.02%+112,09513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,255$8.48M0.01%-38213F-HRTimeline
Mariner, LLCin group Mariner, LLC97,464$7.17M0.01%-2,52013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,376$7.02M0.01%+19013F-HRTimelineGroup
Willow Creek Wealth Management Inc.89,985$6.62M0.55%-1,80613F-HRTimeline
Northland Capital Management LLC70,672$5.2M3.04%-6813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,529$3.72M0.09%013F-HRTimelineGroup
Trademark Financial Management, LLC45,882$3.38M1.96%-47113F-HRTimeline
LongView Asset Management LLC44,245$3.25M2.25%-2,44313F-HRTimeline
Wealthstream Advisors, Inc.41,486$3.05M0.46%+3,04613F-HRTimeline
HighTower Advisors, LLC33,722$2.48M<0.01%-9,80113F-HRTimeline
Trellis Wealth Advisors LLC33,346$2.45M1%-6513F-HRTimeline
AWM CAPITAL, LLC33,058$2.43M0.22%+8413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC28,217$2.08M0.01%new13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,995$1.99M<0.01%-9,72113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,505$1.95M<0.01%+1,84713F-HRTimelineGroup
Vestment Financial LLC24,864$1.84M1.05%+1,29113F-HRTimeline
HB Wealth Management, LLC23,440$1.72M0.01%-4,61013F-HRTimeline
Diversified Portfolios, Inc.21,393$1.57M0.14%-28013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,260$1.42M<0.01%-8,42613F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.18,216$1.34M0.14%-1,32413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$1.3M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC17,279$1.27M0.01%+1,55413F-HRTimeline
BFSG, LLC17,209$1.27M0.12%+3,68513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,746$1.16M0.03%-13513F-HRTimeline
Hill Investment Group Partners, LLC15,655$1.15M0.14%-1,22913F-HRTimeline
Passive Capital Management, LLC.13,294$978K0.32%new13F-HRTimeline
Bridgewater Advisors Inc.12,935$955K0.07%+2,24713F-HRTimeline
Kelman-Lazarov, Inc.11,997$883K0.13%+1,15913F-HRTimeline
FMB WEALTH MANAGEMENT11,263$829K0.35%+14513F-HRTimeline
ABLE Financial Group, LLC10,896$802K0.17%-8713F-HRTimeline
LexAurum Advisors, LLC10,752$791K0.11%-25513F-HRTimeline
Burton Enright Welch10,032$738K0.11%013F-HRTimeline
Financial Advisors, LLC9,600$706K0.13%013F-HRTimeline
EnRich Financial Partners LLC9,362$689K0.2%-8613F-HRTimeline
Orion Capital Management LLC9,156$674K0.23%013F-HRTimeline
Oak Wealth Advisors LLC9,058$666K0.39%013F-HRTimeline
North Ridge Wealth Advisors, Inc.8,184$602K0.34%-2113F-HRTimeline
Signature Resources Capital Management,…6,594$485K0.27%+5,63513F-HRTimeline
Austin Asset Management Co Inc6,270$461K0.08%-21513F-HRTimeline
Cetera Investment Advisers6,174$454K<0.01%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,091$448K0.14%+19113F-HRTimeline
Tortoise Investment Management, LLC5,320$391K0.03%013F-HRTimeline
Plancorp, LLC5,250$386K0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC5,215$384K0.21%+813F-HRTimeline
TCI Wealth Advisors, Inc.5,017$369K0.02%013F-HRTimeline
Pacific Asset Management, LLC4,853$357K0.24%-5613F-HRTimeline
Team Hewins, LLC4,785$352K0.12%013F-HRTimeline
Werba Rubin Papier Wealth Management4,168$307K0.05%+5913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,064$299K<0.01%013F-HR/ATimelineGroup
QUARRY HILL ADVISORS, LLC4,044$298K0.15%-15813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,952$291K0.06%-2,03413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$286K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,543$261K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,328$245K<0.01%013F-HRTimeline
CURIO WEALTH, LLC2,458$181K0.07%+28413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,284$168K0.06%-20613F-HRTimeline
True Wealth Design, LLC2,059$151K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,919$141K<0.01%+53213F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,540$113K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,006$74K0.03%+2213F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC934$68.7K0.03%013F-HRTimeline
WealthCollab, LLC859$63.2K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…607$44.7K0.02%013F-HRTimeline
Asset Dedication, LLC411$30.2K<0.01%-90913F-HRTimeline
Sound Income Strategies, LLC164$12.1K<0.01%new13F-HRTimeline