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AVEE AMERICAN CENTY ETF TR

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AVA MAR SMA ETF (fund)

15 managers (15 13F filers) reported a position in AVEE shares at 2025-03-31, 304,141 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
8
Reduced
4
Sold out
2
Shares held by filers
304,141

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC89,608$4.71M<0.01%+5,56313F-HRTimelineGroup
Timonier Family Office, LTD.55,756$2.93M1.29%+17,83413F-HRTimeline
Ariadne Wealth Management, LP33,639$1.84M0.96%-98213F-HRTimeline
Index Fund Advisors, Inc.31,549$1.66M0.1%+26,05713F-HRTimeline
Avior Wealth Management, LLC19,768$1.04M0.04%new13F-HRTimeline
Mills Wealth Advisors LLC16,439$863K0.46%+1,73313F-HRTimeline
CAP Partners, LLC12,861$675K0.49%-5,68513F-HRTimeline
Cypress Point Wealth Management, LLC9,726$511K0.16%+2,18413F-HRTimeline
LAM GROUP, INC.7,545$396K0.29%-40013F-HRTimeline
Efficient Frontier Advisors LLC7,143$375K0.24%+5813F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,656$297K0.03%-56013F-HRTimeline
Tortoise Investment Management, LLC5,044$265K0.03%+2,17713F-HR/ATimeline
Cloud Capital Management, LLC5,044$264K0.19%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,363$229K<0.01%+26213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.