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Disclosery

AVXC AMERICAN CENTY ETF TR

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SHS (fund)

43 managers (43 13F filers) reported a position in AVXC shares at 2025-06-30, 2,294,485 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
16
Added
11
Reduced
8
Sold out
3
Shares held by filers
2,294,485

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC578,087$32.7M0.24%+111,24013F-HRTimeline
Clearwater Capital Advisors, LLC401,189$22.7M2.08%new13F-HRTimeline
Trajan Wealth LLC228,062$12.9M0.63%-5,47913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV202,419$11.5M0.03%new13F-HRTimeline
Avior Wealth Management, LLC104,344$5.91M0.2%+60,83513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,640$5.13M0.01%new13F-HRTimelineGroup
Vestment Financial LLC89,243$5.08M3.22%new13F-HRTimeline
FLOW TRADERS U.S. LLC89,511$5.07M0.19%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC86,400$4.2M0.81%-78413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,438$4.04M0.09%-31813F-HRTimelineGroup
Ridgeline Wealth, LLC53,862$3.05M2.49%+8,26813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,971$3M<0.01%+8,08613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,321$2.25M0.01%+12,15913F-HRTimelineGroup
Fortitude Family Office, LLC32,975$1.87M0.62%new13F-HRTimeline
Retirement Planning Group, LLC25,565$1.45M0.06%+8,48313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,500$1.39M<0.01%-8,71113F-HRTimelineGroup
Prudent Man Investment Management, Inc.21,750$1.08M0.6%013F-HRTimeline
Quantum Financial Advisors, LLC16,503$934K0.13%013F-HRTimeline
Applied Capital LLC11,084$628K0.28%-1,08413F-HRTimeline
Corus Family Wealth Advisors8,035$455K0.32%+1,81713F-HRTimeline
BSW Wealth Partners6,578$372K0.05%+70213F-HRTimeline
Tyche Wealth Partners LLC6,314$357K0.07%new13F-HRTimeline
Apella Capital, LLC5,833$329K0.01%013F-HRTimeline
Verus Financial Partners, Inc.5,651$322K0.03%013F-HRTimeline
Mach-1 Financial Group, LLC5,598$317K0.09%new13F-HRTimeline
Global Strategic Investment Solutions, …5,310$301K0.03%-27713F-HRTimeline
Balance Wealth Partners LLC5,123$290K0.17%new13F-HRTimeline
Centennial Wealth Advisory LLC4,964$281K0.09%+8613F-HRTimeline
RMR Wealth Builders4,780$271K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.4,631$262K0.01%-98713F-HRTimeline
Plancorp, LLC4,075$231K0.01%new13F-HRTimeline
Csenge Advisory Group4,277$228K0.01%013F-HRTimeline
Park Square Financial Group, LLC3,940$223K0.16%+3,03613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,933$223K0.09%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,587$203K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,378$78K<0.01%new13F-HR/ATimelineGroup
Asset Dedication, LLC491$27.8K<0.01%new13F-HRTimeline
JDM Financial Group LLC329$18.6K0.01%013F-HRTimeline
EASTERN BANK293$16.6K<0.01%+4713F-HRTimeline
McIlrath & Eck, LLC246$13.9K<0.01%-6013F-HRTimeline
CVA Family Office, LLC200$11.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.55$3.11K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.