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AVXC AMERICAN CENTY ETF TR

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SHS (fund)

21 managers (21 13F filers) reported a position in AVXC shares at 2024-12-31, 1,031,622 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
21
13F filers
21
New
5
Added
4
Reduced
5
Sold out
5
Shares held by filers
1,031,622

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AE Wealth Management LLC560,652$27.8M0.24%+28,50813F-HRTimeline
Trajan Wealth LLC228,382$11.3M0.63%+26,72913F-HRTimeline
Ridgeline Wealth, LLC43,977$2.18M1.78%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,686$2.16M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,603$1.37M<0.01%-19,04713F-HRTimelineGroup
Retirement Planning Group, LLC25,031$1.24M0.06%+10,96913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,867$1.08M<0.01%-96613F-HRTimelineGroup
Prudent Man Investment Management, Inc.21,750$1.08M0.6%13F-HRTimeline
Quantum Financial Advisors, LLC16,503$818K0.12%+1,05513F-HRTimeline
Applied Capital LLC14,979$742K0.38%-4,28413F-HRTimeline
Centennial Wealth Advisory LLC5,632$279K0.11%-3,12613F-HRTimeline
Verus Financial Partners, Inc.5,651$279K0.03%013F-HRTimeline
Global Strategic Investment Solutions, …5,434$269K0.03%new13F-HRTimeline
Csenge Advisory Group4,103$203K0.01%new13F-HRTimeline
Plancorp, LLC4,075$202K0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…784$38.8K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG673$33.3K<0.01%new13F-HRTimelineGroup
JDM Financial Group LLC334$16.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC306$15.2K<0.01%-6813F-HRTimeline
CVA Family Office, LLC200$9.91K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.