Who owns AMERICAN CENTY ETF TR?
- Ticker: AVLV
- CUSIP Number: 025072349
Tip: Access positions for across all investors
Analyze quarterly positions in American Centy Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of American Centy Etf Tr stock
Who bought or sold AMERICAN CENTY ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 6.3M | $402M | 3490% | Mar 2024 |
|
| Pure Financial Advisors | 1.7M | $112M | -4% | Mar 2024 |
|
| Alesco Advisors | 1.1M | $64M | 100% | Dec 2023 |
|
| TCG Advisory Services | 899k | $52M | 4% | Dec 2023 |
|
| Bridgewater Advisors | 893k | $52M | 4% | Dec 2023 |
|
| Park Avenue Securities | 834k | $54M | -4% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 751k | $48M | 32% | Mar 2024 |
|
| Beaird Harris Wealth Management | 728k | $42M | 5% | Dec 2023 |
|
| Commonwealth Equity Services | 675k | $39M | 30% | Dec 2023 |
|
| Falcon Wealth Planning | 616k | $40M | 121% | Mar 2024 |
|
| Apollon Wealth Management | 547k | $32M | 41% | Dec 2023 |
|
| Watch Point Trust | 529k | $31M | 100% | Dec 2023 |
|
| Warren Averett Asset Management | 493k | $29M | 27% | Dec 2023 |
|
| Financial Advisory Service | 467k | $27M | 6% | Dec 2023 |
|
| Opus Capital Group | 440k | $25M | 2% | Dec 2023 |
|
| Allegiance Financial Group Advisory Services | 338k | $20M | 16% | Dec 2023 |
|
| Visionary Wealth Advisors | 318k | $18M | 721% | Dec 2023 |
|
| Fortress Wealth Management | 303k | $18M | 51% | Dec 2023 |
|
| Strategic Blueprint | 298k | $17M | 2% | Dec 2023 |
|
| Integrated Capital Management | 297k | $19M | -4% | Mar 2024 |
|
| Bank of America Corporation | 266k | $15M | 85% | Dec 2023 |
|
| UBS Group | 256k | $15M | 37% | Dec 2023 |
|
| Glenview Trust | 245k | $14M | 50% | Dec 2023 |
|
| Chicago Partners Investment | 241k | $14M | 3% | Dec 2023 |
|
| Aire Advisors | 240k | $14M | 1% | Dec 2023 |
|
| Arlington Financial Advisors | 220k | $14M | 100% | Mar 2024 |
|
| Oceanside Advisors | 213k | $12M | 100% | Dec 2023 |
|
| Shotwell Rutter Baer | 195k | $13M | -1% | Mar 2024 |
|
| WJ Interests | 189k | $12M | 4% | Mar 2024 |
|
| Jpmorgan Chase & Co | 186k | $11M | -16% | Dec 2023 |
|
| Heritage Wealth Management | 182k | $11M | 100% | Dec 2023 |
|
| Nova R Wealth | 167k | $11M | 8% | Mar 2024 |
|
| Savant Capital Management | 164k | $9.4M | 65% | Dec 2023 |
|
| ShoreHaven Wealth Partners | 160k | $9.2M | -25% | Dec 2023 |
|
| Sage Rhino Capital | 158k | $9.1M | -2% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 156k | $9.0M | 100% | Dec 2023 |
|
| WESPAC Advisors SoCal | 155k | $10M | 100% | Mar 2024 |
|
| B&D White Capital Company | 153k | $8.8M | 100% | Dec 2023 |
|
| Waypoint Capital Advisors | 145k | $8.3M | -6% | Dec 2023 |
|
| Northland Capital Management | 142k | $8.2M | 1% | Dec 2023 |
|
| Keyes, Stange & Wooten Wealth Management | 139k | $8.0M | 100% | Dec 2023 |
|
| Echo Wealth Management | 135k | $7.8M | 33% | Dec 2023 |
|
| Stratos Wealth Advisors | 132k | $8.5M | 4% | Mar 2024 |
|
| Concord Wealth Partners | 128k | $7.4M | -22% | Dec 2023 |
|
| Arden Trust | 124k | $8.0M | 100% | Mar 2024 |
|
| Austin Wealth Management | 124k | $7.4M | 34% | Dec 2023 |
|
| First National Bank Sioux Falls | 121k | $7.8M | 21% | Mar 2024 |
|
| MB Generational Wealth | 117k | $6.7M | 100% | Dec 2023 |
|
| Fonville Wealth Management | 109k | $6.3M | 100% | Dec 2023 |
|
| Beacon Pointe Advisors | 107k | $6.2M | 28% | Dec 2023 |
|
| PrairieView Partners | 106k | $6.1M | 21% | Dec 2023 |
|
| Financial Futures Ltd Liability | 102k | $5.9M | 9% | Dec 2023 |
|
| Collective Family Office | 102k | $6.6M | 18% | Mar 2024 |
|
| Greenwich Wealth Management | 101k | $5.8M | 9% | Dec 2023 |
|
| Larson Financial Group | 91k | $5.3M | -6% | Dec 2023 |
|
| Moreno Evelyn V | 88k | $5.1M | 100% | Dec 2023 |
|
| Pathstone Holdings | 87k | $5.0M | 100% | Dec 2023 |
|
| SOL Capital Management | 85k | $4.9M | 16% | Dec 2023 |
|
| Cardiff Park Advisors | 83k | $4.8M | -5% | Dec 2023 |
|
| Ausdal Financial Partners | 79k | $5.1M | 1% | Mar 2024 |
|
| Ml & R Wealth Management | 76k | $4.4M | 7% | Dec 2023 |
|
| CI Private Wealth | 70k | $4.1M | 7% | Dec 2023 |
|
| Buckingham Asset Management | 69k | $4.0M | 15% | Dec 2023 |
|
| Total Wealth Planning | 66k | $4.2M | -10% | Mar 2024 |
|
| Rockefeller Capital Management | 64k | $3.7M | 3% | Dec 2023 |
|
| Cherry Tree Wealth Management | 63k | $3.6M | 6636% | Dec 2023 |
|
| Royal Bank of Canada | 55k | $3.2M | 100% | Dec 2023 |
|
| Fortitude Family Office | 54k | $3.5M | 60% | Mar 2024 |
|
| Meritas Wealth Management | 54k | $3.4M | 62% | Mar 2024 |
|
| Paladin Advisory Group | 50k | $2.9M | 100% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 48k | $2.8M | 0% | Dec 2023 |
|
| Creative Planning | 44k | $2.6M | 0% | Dec 2023 |
|
| Stone Point Wealth | 42k | $2.4M | 45% | Dec 2023 |
|
| Bayshore Asset Management | 40k | $2.3M | 3% | Dec 2023 |
|
| PCG Wealth Advisors | 38k | $2.2M | 97% | Dec 2023 |
|
| Buckingham Strategic Partners | 36k | $2.1M | 103% | Dec 2023 |
|
| Callan Capital | 36k | $2.1M | 100% | Dec 2023 |
|
| WMG Financial Advisors | 36k | $2.1M | 1% | Dec 2023 |
|
| CAP Partners | 34k | $2.2M | 2% | Mar 2024 |
|
| Plan | 32k | $1.9M | 0% | Dec 2023 |
|
| Mattern Capital Management | 32k | $1.9M | 0% | Dec 2023 |
|
| Cypress Point Wealth Management | 31k | $1.8M | 0% | Dec 2023 |
|
| Private Advisor | 31k | $1.8M | 100% | Dec 2023 |
|
| Perigon Wealth Management | 30k | $1.7M | 0% | Dec 2023 |
|
| Krasney Financial | 30k | $1.9M | 4% | Mar 2024 |
|
| Jane Street | 28k | $1.6M | 100% | Dec 2023 |
|
| Northwest Wealth Management | 27k | $1.6M | 2% | Dec 2023 |
|
| Mattern Wealth Management | 25k | $1.5M | 0% | Dec 2023 |
|
| SC&H Financial Advisors | 23k | $1.3M | 1% | Dec 2023 |
|
| Wealth Architects | 23k | $1.3M | -11% | Dec 2023 |
|
| USAdvisors Wealth Management | 23k | $1.3M | 13% | Dec 2023 |
|
| Summit X | 22k | $1.3M | 45% | Dec 2023 |
|
| Foundry Financial Group | 21k | $1.2M | 100% | Dec 2023 |
|
| Tortoise Investment Management | 19k | $1.1M | 10% | Dec 2023 |
|
| TFB Advisors | 19k | $1.1M | 100% | Dec 2023 |
|
| Wealthcare Advisory Partners | 18k | $1.2M | -4% | Mar 2024 |
|
| Dixon Fnancial Services | 18k | $1.2M | 100% | Mar 2024 |
|
| AE Wealth Management | 18k | $1.0M | -19% | Dec 2023 |
|
| Werba Rubin Papier Wealth Management | 17k | $999k | -5% | Dec 2023 |
|
| Orion Portfolio Solutions | 17k | $964k | -4% | Dec 2023 |
|
| Orion Capital Management | 16k | $914k | -4% | Dec 2023 |
|
| Rosenbaum Jay D. | 16k | $912k | 100% | Dec 2023 |
|
| Zrc Wealth Management | 16k | $829k | 0% | Dec 2023 |
|
| Tillman Hartley | 15k | $845k | 4% | Dec 2023 |
|
| Axxcess Wealth Management | 14k | $802k | 100% | Dec 2023 |
|
| CRA Financial Services | 14k | $878k | 48% | Mar 2024 |
|
| Farther Finance Advisors | 13k | $721k | 5% | Dec 2023 |
|
| Dopkins Wealth Management | 12k | $715k | 42% | Dec 2023 |
|
| Wedmont Private Capital | 12k | $755k | 0% | Mar 2024 |
|
| Greenspring Advisors | 12k | $682k | 203% | Dec 2023 |
|
| Bridgewealth Advisory Group | 11k | $714k | 100% | Mar 2024 |
|
| Tranquility Partners | 10k | $585k | 37% | Dec 2023 |
|
| Robertson Stephens Wealth Management | 10k | $582k | 0% | Dec 2023 |
|
| Acorn Financial Advisory Services | 9.8k | $567k | 5% | Dec 2023 |
|
| H D Vest Advisory Services | 9.6k | $555k | 100% | Dec 2023 |
|
| Ronald Blue Trust | 8.8k | $461k | -17% | Dec 2023 |
|
| Sprinkle Financial Consultants | 8.6k | $499k | 100% | Dec 2023 |
|
| Aveo Capital Partners | 8.3k | $482k | -4% | Dec 2023 |
|
| Truepoint | 8.2k | $474k | 0% | Dec 2023 |
|
| Citadel Advisors | 7.9k | $457k | 100% | Dec 2023 |
|
| GEM Asset Management | 7.5k | $432k | 56% | Dec 2023 |
|
| Elevate Wealth Advisory | 7.4k | $430k | 100% | Dec 2023 |
|
| Stifel Financial | 6.3k | $367k | -11% | Dec 2023 |
|
| Sax Wealth Advisors | 5.9k | $339k | 0% | Dec 2023 |
|
| Mariner Wealth Advisors | 5.4k | $314k | -97% | Dec 2023 |
|
| Bridge Advisory | 5.4k | $347k | -17% | Mar 2024 |
|
| Capital Performance Advisors | 5.4k | $311k | 0% | Dec 2023 |
|
| Disciplined Investments | 5.3k | $339k | 100% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 5.2k | $303k | 100% | Dec 2023 |
|
| Quarry Hill Advisors | 5.1k | $296k | 100% | Dec 2023 |
|
| Financial Synergies Wealth Advisors | 5.0k | $323k | 100% | Mar 2024 |
|
| Certified Advisory Corp | 5.0k | $288k | 0% | Dec 2023 |
|
| Schwarz Dygos Wheeler Investment Advisors | 4.9k | $283k | 6% | Dec 2023 |
|
| Lawrence Cohen | 4.5k | $258k | 100% | Dec 2023 |
|
| Gradient Capital Advisors | 4.4k | $286k | -18% | Mar 2024 |
|
| Capasso Planning Partners | 4.4k | $254k | 0% | Dec 2023 |
|
| Canvas Wealth Advisors | 4.4k | $251k | 100% | Dec 2023 |
|
| Almanack Investment Partners | 4.1k | $235k | 100% | Dec 2023 |
|
| Advisor Group Holdings | 4.0k | $230k | -71% | Dec 2023 |
|
| Austin Asset Management | 4.0k | $229k | 100% | Dec 2023 |
|
| Atria Wealth Solutions | 3.7k | $216k | 100% | Dec 2023 |
|
| Ruedi Wealth Management | 3.6k | $207k | 0% | Dec 2023 |
|
| Level Financial Advisors | 2.8k | $160k | 39% | Dec 2023 |
|
| Lam Group | 2.3k | $147k | 120% | Mar 2024 |
|
| Private Trust Co Na | 2.1k | $123k | 100% | Dec 2023 |
|
| CWM | 2.1k | $136k | -1% | Mar 2024 |
|
| Tanglewood Legacy Advisors | 1.0k | $65k | 2% | Mar 2024 |
|
| Mather Group | 752.00 | $43k | 100% | Mar 2024 |
|
| Life Planning Partners | 750.00 | $43k | 100% | Dec 2023 |
|
| Addison Advisors | 735.00 | $43k | 0% | Dec 2023 |
|
Who sold out of American Centy Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| JRM Investment Counsel | Sep 2023 | 461k | $24M |
| Streettalk Advisors | Sep 2023 | 58k | $3.1M |
| Diversified Portfolios | Sep 2023 | 4.2k | $222k |