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Disclosery

AVXC AMERICAN CENTY ETF TR

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SHS (fund)

74 managers (74 13F filers) reported a position in AVXC shares at 2026-06-30, 4,159,706 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
74
13F filers
74
New
16
Added
24
Reduced
21
Sold out
5
Shares held by filers
4,159,706

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AE Wealth Management LLC1,434,184$123M0.57%+94,13113F-HRTimeline
Clearwater Capital Advisors, LLC474,084$40.6M2.98%+9,31813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV314,509$26.9M0.03%-31,75713F-HR/ATimeline
Vestment Financial LLC214,854$17.8M7.97%-6,67913F-HRTimeline
Trajan Wealth LLC201,427$17.3M0.65%-4,77613F-HRTimeline
Pacific Sage Partners, LLC191,056$16.4M2.33%+43,63313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…186,588$16M0.01%+159,60713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …128,604$11M0.21%-5,35013F-HRTimelineGroup
OLD MISSION CAPITAL LLC122,188$10.5M0.27%new13F-HRTimeline
Providence Financial Advisors, LLC68,547$5.87M3.34%+35,73413F-HRTimeline
Mach-1 Financial Group, LLC66,972$5.74M2.22%+3,96813F-HRTimeline
Avior Wealth Management, LLC65,564$5.62M0.15%-4,43613F-HRTimeline
LPL Financial LLC61,304$5.25M<0.01%+11,47513F-HRTimeline
Networth Advisors, LLC58,191$4.98M2.9%+23,24013F-HRTimeline
Ridgeline Wealth, LLC57,665$4.94M2.89%-77913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,465$4.66M<0.01%+12,28413F-HRTimelineGroup
CWS Financial Advisors, LLC50,885$4.36M0.97%+25,27613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…43,740$3.75M1.16%new13F-HRTimelineGroup
PCG Wealth Advisors, LLC38,811$3.32M0.74%+45513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,697$3.26M<0.01%-3,04713F-HRTimelineGroup
Madrid Wealth Management, LLC32,313$2.77M1.82%+85113F-HRTimeline
Fortitude Family Office, LLC27,664$2.37M0.46%-3,09613F-HRTimeline
Retirement Planning Group, LLC24,182$2.07M0.05%013F-HRTimeline
Corus Family Wealth Advisors18,462$1.58M1.09%+59113F-HRTimeline
Cauble & Harre Wealth Management, Inc.14,481$1.24M0.99%+1,91613F-HRTimeline
Belpointe Asset Management LLC13,015$1.11M0.04%-2,71113F-HRTimeline
Fortis Capital Advisors, LLC13,015$1.11M0.13%-2,71113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,845$1.1M0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC8,697$745K0.1%-2,11313F-HRTimeline
Applied Capital LLC7,687$658K0.21%-1,48613F-HRTimeline
Prudent Man Investment Management, Inc.10,086$643K0.22%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,839$586K<0.01%-137,89013F-HRTimelineGroup
Rialto Wealth Management, LLC5,937$508K0.1%new13F-HRTimeline
Verus Financial Partners, Inc.5,651$484K0.04%013F-HRTimeline
Apella Capital, LLC5,833$475K0.01%013F-HRTimeline
Csenge Advisory Group5,078$435K0.02%-413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,974$426K0.13%013F-HRTimeline
Global Strategic Investment Solutions, …4,957$425K0.04%-81113F-HRTimeline
Fragasso Financial Advisors Inc4,855$416K0.02%013F-HRTimeline
Beta Wealth Group, Inc.4,645$398K0.15%+1113F-HRTimeline
Centennial Wealth Advisory LLC4,505$386K0.08%-98713F-HRTimeline
Key Capital Management, INC4,335$371K0.19%new13F-HRTimeline
Avantax Planning Partners, Inc.4,237$363K0.01%+23313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,230$362K<0.01%+64313F-HRTimelineGroup
BSW Wealth Partners4,175$358K0.04%-2513F-HRTimeline
Advyzon Investment Management, LLC3,833$328K0.02%-17213F-HRTimeline
Plancorp, LLC4,075$326K0.01%013F-HRTimeline
FSA Advisors, Inc.3,762$322K0.15%new13F-HR/ATimeline
MONTAG A & ASSOCIATES INC3,235$277K0.01%-7513F-HRTimeline
FLOW TRADERS U.S. LLC3,081$264K0.01%013F-HRTimeline
RMR Wealth Builders2,931$251K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,836$243K0.01%new13F-HRTimeline
Asset Dedication, LLC2,543$218K0.01%-20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,890$162K<0.01%+93913F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,791$153K0.06%+1,61213F-HRTimeline
Plante Moran Financial Advisors, LLC1,114$95.4K<0.01%new13F-HRTimeline
Bogart Wealth, LLC698$59.8K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc600$51.4K<0.01%+2013F-HRTimeline
EASTERN BANK302$25.9K<0.01%+913F-HRTimeline
Kingdom Financial Group LLC.272$23.3K0.01%+9313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/253$21.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…240$20.6K<0.01%new13F-HRTimeline
Atomic Invest LLC233$19.5K<0.01%new13F-HRTimeline
JDM Financial Group LLC202$17.3K0.01%013F-HRTimeline
CVA Family Office, LLC200$17.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC173$14.8K<0.01%-46713F-HRTimelineGroup
UBS Group AGin group UBS Group AG157$13.4K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81$6.94K<0.01%new13F-HRTimelineGroup
Kings Path Partners LLC72$6.17K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.35$3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…29$2.48K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.18$1.54K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13$1.11K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.