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AVXC AMERICAN CENTY ETF TR

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SHS (fund)

30 managers (30 13F filers) reported a position in AVXC shares at 2025-03-31, 1,237,300 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
30
13F filers
30
New
12
Added
6
Reduced
5
Sold out
4
Shares held by filers
1,237,300

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AE Wealth Management LLC466,847$22.7M0.19%-93,80513F-HRTimeline
Trajan Wealth LLC233,541$11.4M0.62%+5,15913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC87,184$4.24M0.79%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,756$3.49M0.09%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC66,206$3.22M0.06%new13F-HRTimeline
Ridgeline Wealth, LLC45,594$2.22M1.89%+1,61713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,885$2.18M<0.01%+1,19913F-HRTimelineGroup
Avior Wealth Management, LLC43,509$2.12M0.08%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,211$1.62M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,162$1.13M0.01%new13F-HRTimelineGroup
Prudent Man Investment Management, Inc.21,750$1.08M0.6%013F-HRTimeline
Retirement Planning Group, LLC17,082$831K0.04%-7,94913F-HRTimeline
Quantum Financial Advisors, LLC16,503$803K0.12%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,212$594K0.02%new13F-HRTimelineGroup
Applied Capital LLC12,168$592K0.29%-2,81113F-HRTimeline
Corus Family Wealth Advisors6,218$302K0.21%new13F-HRTimeline
BSW Wealth Partners5,876$286K0.04%new13F-HRTimeline
Avantax Planning Partners, Inc.5,618$273K0.01%new13F-HRTimeline
Apella Capital, LLC5,833$272K0.01%new13F-HRTimeline
Global Strategic Investment Solutions, …5,587$272K0.03%+15313F-HRTimeline
Verus Financial Partners, Inc.5,651$270K0.03%013F-HRTimeline
Centennial Wealth Advisory LLC4,878$237K0.09%-75413F-HRTimeline
Csenge Advisory Group4,277$205K0.01%+17413F-HRTimeline
UBS Group AGin group UBS Group AG2,767$135K<0.01%+2,09413F-HRTimelineGroup
Park Square Financial Group, LLC904$44K0.03%new13F-HRTimeline
JDM Financial Group LLC329$16K0.01%-513F-HRTimeline
McIlrath & Eck, LLC306$14.9K<0.01%013F-HRTimeline
EASTERN BANK246$12K<0.01%new13F-HRTimeline
CVA Family Office, LLC200$9.73K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.