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Disclosery

AVXC AMERICAN CENTY ETF TR

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SHS (fund)

54 managers (54 13F filers) reported a position in AVXC shares at 2025-12-31, 3,101,424 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
54
13F filers
54
New
9
Added
18
Reduced
12
Sold out
1
Shares held by filers
3,101,424

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,045,963$66.7M0.38%+377,07513F-HRTimeline
Clearwater Capital Advisors, LLC408,240$26M2.17%+2,21213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV334,097$21.3M0.03%+10,48313F-HRTimeline
Vestment Financial LLC224,409$14.8M7.69%+6,86213F-HRTimeline
Trajan Wealth LLC209,271$13.3M0.56%-8,89913F-HRTimeline
Pacific Sage Partners, LLC148,846$9.49M1.51%+1,34413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …108,645$6.93M0.14%+12,43713F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC79,920$5.1M1.73%-2,07013F-HRTimeline
Avior Wealth Management, LLC72,843$4.65M0.14%-15,37713F-HRTimeline
Ridgeline Wealth, LLC59,629$3.8M2.64%+1,37813F-HRTimeline
Mach-1 Financial Group, LLC50,345$3.21M0.66%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,388$2.96M<0.01%+38,13013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,708$2.85M<0.01%+18713F-HRTimelineGroup
Fortitude Family Office, LLC30,857$1.97M0.46%-1,88513F-HRTimeline
Networth Advisors, LLC30,574$1.95M1.44%13F-HRTimeline
Retirement Planning Group, LLC24,739$1.58M0.05%-56913F-HRTimeline
Madrid Wealth Management, LLC24,442$1.56M1.26%13F-HRTimeline
Quantum Financial Advisors, LLC16,503$1.05M0.12%013F-HRTimeline
Corus Family Wealth Advisors14,804$944K0.75%+2,35213F-HRTimeline
Tyche Wealth Partners LLC11,156$711K0.11%+1,69913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,404$663K<0.01%new13F-HRTimelineGroup
Prudent Man Investment Management, Inc.10,086$643K0.22%-11,66413F-HRTimeline
Applied Capital LLC9,801$625K0.24%-44713F-HRTimeline
OLD MISSION CAPITAL LLC8,967$572K0.02%-14,33413F-HRTimeline
BSW Wealth Partners6,218$397K0.05%-36013F-HRTimeline
Centennial Wealth Advisory LLC6,170$393K0.1%+25913F-HRTimeline
Verus Financial Partners, Inc.5,651$392K0.04%013F-HRTimeline
Apella Capital, LLC5,833$372K0.01%013F-HRTimeline
Global Strategic Investment Solutions, …5,506$351K0.03%+29213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,974$317K0.11%+16313F-HRTimeline
Balance Wealth Partners LLC4,875$311K0.1%-3113F-HRTimeline
Csenge Advisory Group4,687$299K0.01%+42313F-HRTimeline
Avantax Planning Partners, Inc.4,258$272K0.01%-37313F-HRTimeline
LPL Financial LLC4,171$266K<0.01%new13F-HRTimeline
Plancorp, LLC4,075$260K0.01%013F-HRTimeline
Advyzon Investment Management, LLC4,047$258K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,587$229K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,210$205K0.01%new13F-HRTimeline
Asset Dedication, LLC2,805$179K0.01%+1,09013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,334$149K<0.01%+93813F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,001$63.8K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/442$28.2K<0.01%new13F-HRTimelineGroup
MAI Capital Management435$27.7K<0.01%013F-HRTimeline
EASTERN BANK293$18.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC246$15.7K<0.01%013F-HRTimeline
JDM Financial Group LLC202$12.9K0.01%-12713F-HRTimeline
CVA Family Office, LLC200$12.8K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.179$11.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC141$9K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC73$4.66K<0.01%13F-HRTimeline
Kings Path Partners LLC70$4.46K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.55$3.51K<0.01%013F-HRTimeline
Signature Resources Capital Management,…29$1.85K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC20$1.26K<0.01%+1213F-HRTimelineGroup