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Disclosery

AVSU AMERICAN CENTY ETF TR

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SHS (fund)

82 managers (83 13F filers) reported a position in AVSU shares at 2026-03-31, 3,819,311 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
82
13F filers
83
New
9
Added
32
Reduced
25
Sold out
3
Shares held by filers
3,819,311

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MASECO LLP1,292,915$95.6M3%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding362,143$26.8M-54Timeline
MERCER GLOBAL ADVISORS INC /ADV184,748$13.7M0.02%+31,51213F-HRTimeline
Highland Financial Advisors, LLC151,038$11.2M2.95%+14,29213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC139,975$10.3M0.01%+24,85013F-HRTimeline
LPL Financial LLC132,029$9.76M<0.01%-2,88813F-HRTimeline
Clarity Asset Management, Inc.128,901$9.53M4.82%-290,32313F-HRTimeline
Waverly Advisors, LLC128,440$9.49M0.07%-4,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,415$9.3M0.02%-29,22413F-HRTimeline
Trailhead Planners LLC109,404$8.09M7.76%+1,65513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP95,601$7.07M0.01%-24813F-HRTimelineGroup
Northland Capital Management LLC71,851$5.31M2.9%-3,99913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,529$3.74M0.08%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,764$3.31M<0.01%+24,08413F-HRTimelineGroup
Greenspring Advisors, LLC43,195$3.19M0.19%+1,01213F-HRTimeline
Mariner, LLCin group Mariner, LLC38,603$2.85M<0.01%-7,85613F-HRTimelineGroup
EP Wealth Advisors, LLC37,617$2.78M0.01%new13F-HRTimeline
HighTower Advisors, LLC37,506$2.77M<0.01%+5,27313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,190$2.6M<0.01%+2,81913F-HRTimelineGroup
AWM CAPITAL, LLC33,080$2.45M0.22%+1013F-HRTimeline
Trellis Wealth Advisors LLC31,909$2.36M0.9%-1,31013F-HRTimeline
Vestment Financial LLC26,459$2.16M1.02%+2,28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,101$2.15M<0.01%+2,59613F-HRTimelineGroup
Hill Investment Group Partners, LLC26,722$1.98M0.22%+3,03813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,342$1.87M0.01%-32813F-HRTimelineGroup
BFSG, LLC21,730$1.61M0.15%+2,11713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,618$1.6M<0.01%+13,24913F-HRTimelineGroup
Diversified Portfolios, Inc.21,393$1.58M0.13%013F-HRTimeline
Modern Wealth Management, LLC21,006$1.57M0.03%+16,57313F-HRTimeline
HB Wealth Management, LLC21,130$1.56M0.01%-4,04313F-HRTimeline
Kelman-Lazarov, Inc.21,059$1.56M0.22%+1,52213F-HRTimeline
Burton Enright Welch19,366$1.43M0.19%+71113F-HRTimeline
Orion Porfolio Solutions, LLC19,067$1.41M0.01%-95513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.18,216$1.35M0.14%013F-HRTimeline
Bridgewater Advisors Inc.15,590$1.32M0.08%+8813F-HRTimeline
Financial Plan, Inc.14,204$1.05M0.11%+32413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,507$925K0.02%-78113F-HRTimeline
FMB WEALTH MANAGEMENT11,581$856K0.35%+31813F-HRTimeline
ABLE Financial Group, LLC11,416$844K0.17%-1113F-HRTimeline
LexAurum Advisors, LLC9,912$733K0.1%13F-HRTimeline
Beacon Pointe Advisors, LLC9,600$710K<0.01%new13F-HRTimeline
Orion Capital Management LLC9,221$682K0.24%+6513F-HRTimeline
EnRich Financial Partners LLC9,065$670K0.18%-14713F-HRTimeline
Oak Wealth Advisors LLC8,635$638K0.35%013F-HRTimeline
Signature Resources Capital Management,…8,420$622K0.29%013F-HRTimeline
QUARRY HILL ADVISORS, LLC7,606$621K0.26%-2,41013F-HRTimeline
North Ridge Wealth Advisors, Inc.7,868$582K0.33%013F-HRTimeline
Trademark Financial Management, LLC6,658$492K0.24%-32113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,091$450K0.13%-6,09113F-HRTimeline
Torren Management, LLC5,926$438K0.22%-2,23513F-HRTimeline
Austin Asset Management Co Inc5,910$437K0.07%-36013F-HRTimeline
Plancorp, LLC5,250$410K0.01%013F-HRTimeline
Tortoise Investment Management, LLC5,320$393K0.03%013F-HRTimeline
Sprinkle Financial Consultants LLC5,231$387K0.18%+713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,033$372K<0.01%-21,64713F-HRTimelineGroup
TCI Wealth Advisors, Inc.5,017$371K0.02%013F-HRTimeline
Pacific Asset Management, LLC4,878$361K0.2%+1113F-HRTimeline
Team Hewins, LLC4,839$358K0.11%+5313F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,832$357K0.32%+21313F-HRTimeline
Cetera Investment Advisers4,421$327K<0.01%-1,40413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,050$299K0.06%+8713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,890$288K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,813$282K<0.01%-3,94513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.3,708$274K0.03%-87213F-HRTimeline
Indivisible Partners3,664$271K0.02%new13F-HRTimeline
Werba Rubin Papier Wealth Management3,632$268K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,107$230K<0.01%new13F-HRTimelineGroup
Sanchez Levi Garrett3,057$226K0.14%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,784$206K<0.01%013F-HRTimeline
CURIO WEALTH, LLC2,576$190K0.07%013F-HRTimeline
True Wealth Design, LLC2,374$175K0.05%+16513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,024$150K<0.01%+13213F-HRTimelineGroup
Atomic Invest LLC1,847$132K0.06%new13F-HRTimeline
WealthCollab, LLC1,655$122K0.05%+79613F-HRTimeline
CWM, LLCin group CWM, LLC1,540$114K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,011$74.8K0.03%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,034$74.1K<0.01%new13F-HR/ATimelineGroup
Fort Vancouver Investment Management, L…703$52K0.03%+4413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC675$49.9K0.02%-19313F-HRTimeline
Asset Dedication, LLC549$40.6K<0.01%+813F-HRTimeline
Allworth Financial LP361$26.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC164$12.2K<0.01%013F-HRTimeline