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Disclosery

AVXC AMERICAN CENTY ETF TR

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SHS (fund)

64 managers (64 13F filers) reported a position in AVXC shares at 2026-03-31, 3,835,345 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
64
New
14
Added
15
Reduced
20
Sold out
4
Shares held by filers
3,835,345

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,340,053$90.6M0.49%+294,09013F-HRTimeline
Clearwater Capital Advisors, LLC464,766$31.4M2.54%+56,52613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV346,266$23.4M0.03%+12,16913F-HRTimeline
Vestment Financial LLC221,533$16.8M7.92%-2,87613F-HRTimeline
Trajan Wealth LLC206,203$13.9M0.56%-3,06813F-HRTimeline
Pacific Sage Partners, LLC147,423$9.97M1.57%-1,42313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC144,729$9.79M0.01%+98,34113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …133,954$9.06M0.18%+25,30913F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC75,124$5.08M1.83%-4,79613F-HRTimeline
Avior Wealth Management, LLC70,000$4.73M0.13%-2,84313F-HRTimeline
Mach-1 Financial Group, LLC63,004$4.26M1.5%+12,65913F-HRTimeline
Ridgeline Wealth, LLC58,444$3.95M2.83%-1,18513F-HRTimeline
LPL Financial LLC49,829$3.37M<0.01%+45,65813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,181$2.85M<0.01%+31,77713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,744$2.72M<0.01%-2,96413F-HR/ATimelineGroup
PCG Wealth Advisors, LLC38,356$2.59M0.66%new13F-HRTimeline
Networth Advisors, LLC34,951$2.36M1.67%+4,37713F-HRTimeline
Providence Financial Advisors, LLC32,813$2.22M1.26%new13F-HRTimeline
Madrid Wealth Management, LLC31,462$2.13M1.61%+7,02013F-HR/ATimeline
Fortitude Family Office, LLC30,760$2.08M0.47%-9713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,981$1.82M<0.01%new13F-HRTimelineGroup
CWS Financial Advisors, LLC25,609$1.73M0.44%new13F-HRTimeline
Retirement Planning Group, LLC24,182$1.64M0.05%-55713F-HRTimeline
Corus Family Wealth Advisors17,871$1.21M0.98%+3,06713F-HRTimeline
Quantum Financial Advisors, LLC16,503$1.12M0.13%013F-HRTimeline
Belpointe Asset Management LLC15,726$1.06M0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC15,726$1.06M0.14%new13F-HRTimeline
Cauble & Harre Wealth Management, Inc.12,565$1M0.8%new13F-HRTimeline
Tyche Wealth Partners LLC10,810$731K0.11%-34613F-HRTimeline
Prudent Man Investment Management, Inc.10,086$643K0.22%013F-HRTimeline
Applied Capital LLC9,173$620K0.23%-62813F-HRTimeline
Apella Capital, LLC5,833$446K0.01%013F-HRTimeline
Verus Financial Partners, Inc.5,651$423K0.04%013F-HRTimeline
Global Strategic Investment Solutions, …5,768$390K0.04%+26213F-HRTimeline
Centennial Wealth Advisory LLC5,492$371K0.09%-67813F-HRTimeline
Csenge Advisory Group5,082$344K0.02%+39513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,974$336K0.11%013F-HRTimeline
Fragasso Financial Advisors Inc4,855$331K0.02%new13F-HRTimeline
Beta Wealth Group, Inc.4,634$313K0.13%new13F-HRTimeline
Plancorp, LLC4,075$298K0.01%013F-HRTimeline
BSW Wealth Partners4,200$284K0.03%-2,01813F-HRTimeline
Advyzon Investment Management, LLC4,005$271K0.02%-4213F-HRTimeline
Avantax Planning Partners, Inc.4,004$271K0.01%-25413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,587$243K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,310$224K0.01%+10013F-HRTimeline
FLOW TRADERS U.S. LLC3,081$208K0.01%new13F-HRTimeline
Asset Dedication, LLC2,749$186K0.01%-5613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.951$64.3K<0.01%-1,38313F-HRTimelineGroup
Bogart Wealth, LLC694$46.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC640$43.3K<0.01%+62013F-HRTimelineGroup
AdvisorNet Financial, Inc580$39.2K<0.01%new13F-HRTimeline
MAI Capital Management435$29.4K<0.01%013F-HRTimeline
EASTERN BANK293$19.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/253$17.1K<0.01%-18913F-HRTimelineGroup
McIlrath & Eck, LLC246$16.6K<0.01%013F-HRTimeline
JDM Financial Group LLC202$13.7K0.01%013F-HRTimeline
CVA Family Office, LLC200$13.5K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.179$12.1K<0.01%-82213F-HRTimeline
Kingdom Financial Group LLC.179$12.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.144$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88$5.95K<0.01%new13F-HRTimeline
Kings Path Partners LLC70$4.73K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.35$2.37K<0.01%-2013F-HRTimeline
Signature Resources Capital Management,…29$1.96K<0.01%013F-HRTimeline