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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 2025-09-30, 2,575,727 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
12
Reduced
11
Sold out
6
Shares held by filers
2,575,727

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC668,888$40.1M0.26%+90,80113F-HRTimeline
Clearwater Capital Advisors, LLC406,028$24.3M2.07%+4,83913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV323,614$19.4M0.03%+121,19513F-HRTimeline
Vestment Financial LLC217,547$13.1M7.5%+128,30413F-HRTimeline
Trajan Wealth LLC218,170$13.1M0.56%-9,89213F-HRTimeline
Pacific Sage Partners, LLC147,502$8.84M1.48%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …96,208$5.77M0.12%+24,77013F-HRTimelineGroup
Avior Wealth Management, LLC88,220$5.29M0.17%-16,12413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC81,990$4.91M1.64%-4,41013F-HRTimeline
Ridgeline Wealth, LLC58,251$3.49M2.58%+4,38913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,521$2.67M<0.01%-8,45013F-HR/ATimelineGroup
Fortitude Family Office, LLC32,742$1.96M0.53%-23313F-HRTimeline
Retirement Planning Group, LLC25,308$1.52M0.05%-25713F-HRTimeline
OLD MISSION CAPITAL LLC23,301$1.4M0.05%new13F-HRTimeline
Prudent Man Investment Management, Inc.21,750$1.08M0.6%013F-HRTimeline
Quantum Financial Advisors, LLC16,503$989K0.12%013F-HRTimeline
Corus Family Wealth Advisors12,452$746K0.55%+4,41713F-HRTimeline
Applied Capital LLC10,248$614K0.25%-83613F-HRTimeline
Tyche Wealth Partners LLC9,457$567K0.1%+3,14313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,258$495K<0.01%-16,24213F-HRTimelineGroup
BSW Wealth Partners6,578$394K0.05%013F-HRTimeline
Apella Capital, LLC5,833$358K0.01%013F-HRTimeline
Centennial Wealth Advisory LLC5,911$354K0.1%+94713F-HRTimeline
Verus Financial Partners, Inc.5,651$339K0.03%013F-HRTimeline
Global Strategic Investment Solutions, …5,214$312K0.03%-9613F-HRTimeline
Balance Wealth Partners LLC4,906$294K0.07%-21713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,811$288K0.1%+87813F-HRTimeline
Avantax Planning Partners, Inc.4,631$278K0.01%013F-HRTimeline
Csenge Advisory Group4,264$256K0.01%-1313F-HRTimeline
Plancorp, LLC4,075$244K0.01%013F-HRTimeline
Advyzon Investment Management, LLC4,047$243K0.04%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,587$215K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC1,715$103K0.01%+1,22413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,396$83.3K<0.01%+1813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/555$33.3K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management435$26.1K<0.01%new13F-HRTimeline
JDM Financial Group LLC329$19.7K0.01%013F-HRTimeline
EASTERN BANK293$17.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC246$14.7K<0.01%013F-HRTimeline
CVA Family Office, LLC200$12K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.55$3.3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…29$1.74K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC8$479<0.01%new13F-HRTimelineGroup