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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

75 managers (76 13F filers) reported a position in AVSU shares at 2025-12-31, 2,743,883 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
75
13F filers
76
New
5
Added
32
Reduced
20
Sold out
3
Shares held by filers
2,743,883

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.419,224$32M17.6%-3,14113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding362,197$27.6M-10,193Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,639$12M0.02%+8,81213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV153,236$11.7M0.02%+27,18413F-HRTimeline
Highland Financial Advisors, LLC136,746$10.4M2.89%+1,30213F-HRTimeline
LPL Financial LLC134,917$10.3M<0.01%+1,87513F-HRTimeline
Waverly Advisors, LLC133,249$10.2M0.08%-17613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,125$8.78M0.01%-13013F-HRTimeline
Trailhead Planners LLC107,749$8.22M8.08%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP95,849$7.31M0.01%+47313F-HR/ATimelineGroup
Northland Capital Management LLC75,850$5.79M3.24%+5,17813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,529$3.86M0.08%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC46,459$3.54M<0.01%-51,00513F-HRTimelineGroup
Greenspring Advisors, LLC42,183$3.22M0.2%new13F-HRTimeline
LongView Asset Management LLC38,669$2.95M2.06%-5,57613F-HRTimeline
Trellis Wealth Advisors LLC33,219$2.53M0.99%-12713F-HRTimeline
AWM CAPITAL, LLC33,070$2.52M0.23%+1213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,371$2.47M<0.01%+5,37613F-HRTimelineGroup
HighTower Advisors, LLC32,233$2.46M<0.01%-1,48913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,680$2.04M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,505$2.02M<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC25,670$1.96M0.01%-2,54713F-HRTimelineGroup
HB Wealth Management, LLC25,173$1.92M0.01%+1,73313F-HRTimeline
Vestment Financial LLC24,179$1.9M0.98%-68513F-HRTimeline
Hill Investment Group Partners, LLC23,684$1.81M0.21%+8,02913F-HRTimeline
Diversified Portfolios, Inc.21,393$1.63M0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,680$1.58M<0.01%+1,42013F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,022$1.53M0.01%+2,74313F-HRTimeline
BFSG, LLC19,613$1.5M0.15%+2,40413F-HRTimeline
Kelman-Lazarov, Inc.19,537$1.49M0.21%+7,54013F-HRTimeline
Burton Enright Welch18,655$1.42M0.2%+8,62313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.18,216$1.39M0.14%013F-HRTimeline
Bridgewater Advisors Inc.15,502$1.21M0.08%+2,56713F-HRTimeline
Financial Plan, Inc.13,880$1.06M0.12%13F-HRTimeline
Passive Capital Management, LLC.13,564$1.03M0.32%+27013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,288$1.01M0.03%-2,45813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.12,182$953K0.14%+6,09113F-HRTimeline
ABLE Financial Group, LLC11,427$872K0.18%+53113F-HRTimeline
FMB WEALTH MANAGEMENT11,263$859K0.34%013F-HRTimeline
QUARRY HILL ADVISORS, LLC10,016$764K0.36%+5,97213F-HRTimeline
EnRich Financial Partners LLC9,212$703K0.19%-15013F-HRTimeline
Orion Capital Management LLC9,156$699K0.24%013F-HRTimeline
Oak Wealth Advisors LLC8,635$659K0.38%-42313F-HRTimeline
Signature Resources Capital Management,…8,420$642K0.32%+1,82613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,369$639K<0.01%+4,30513F-HR/ATimelineGroup
Torren Management, LLC8,161$623K0.32%13F-HRTimeline
North Ridge Wealth Advisors, Inc.7,868$600K0.34%-31613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,758$592K<0.01%new13F-HRTimelineGroup
Trademark Financial Management, LLC6,979$532K0.29%-38,90313F-HRTimeline
Austin Asset Management Co Inc6,270$478K0.08%013F-HRTimeline
Cetera Investment Advisers5,825$444K<0.01%-34913F-HRTimeline
Tortoise Investment Management, LLC5,320$406K0.04%013F-HRTimeline
Plancorp, LLC5,250$401K0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC5,224$399K0.2%+913F-HRTimeline
TCI Wealth Advisors, Inc.5,017$383K0.02%013F-HRTimeline
Pacific Asset Management, LLC4,867$371K0.22%+1413F-HRTimeline
Team Hewins, LLC4,786$365K0.12%+113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,619$352K0.33%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,580$349K0.04%13F-HRTimeline
Modern Wealth Management, LLC4,433$338K0.01%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,963$302K0.06%+1113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$297K0.06%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,784$212K<0.01%-54413F-HRTimeline
CURIO WEALTH, LLC2,576$199K0.07%+11813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,335$178K0.06%+5113F-HRTimeline
True Wealth Design, LLC2,209$169K0.05%+15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,892$144K<0.01%-2713F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,540$118K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,009$77K0.03%+313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC868$66.2K0.03%-6613F-HRTimeline
WealthCollab, LLC859$65.5K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…659$50.3K0.03%+5213F-HRTimeline
Asset Dedication, LLC541$41.3K<0.01%+13013F-HRTimeline
Arax Advisory Partners202$15.4K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC164$12.9K<0.01%013F-HRTimeline