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AVEE AMERICAN CENTY ETF TR

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AVA MAR SMA ETF (fund)

25 managers (25 13F filers) reported a position in AVEE shares at 2025-12-31, 716,541 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
5
Added
12
Reduced
5
Sold out
1
Shares held by filers
716,541

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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC223,160$13.9M0.01%+111,51413F-HRTimelineGroup
Index Fund Advisors, Inc.107,357$6.7M0.31%+19,22613F-HRTimeline
Cornerstone Wealth Partners, LLC92,165$5.75M3.99%13F-HRTimeline
Timonier Family Office, LTD.78,632$4.91M1.56%+5,02813F-HRTimeline
Ariadne Wealth Management, LP26,397$1.78M0.74%-73113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.22,944$1.43M0.14%-1,80813F-HRTimeline
Avior Wealth Management, LLC18,378$1.15M0.04%-76113F-HRTimeline
Mills Wealth Advisors LLC15,337$957K0.38%-69813F-HRTimeline
CAP Partners, LLC13,771$859K0.49%+24913F-HRTimeline
Cypress Point Wealth Management, LLC13,465$840K0.18%+4,35213F-HRTimeline
Tortoise Investment Management, LLC13,015$812K0.07%+4,10913F-HRTimeline
Three Arch Wealth Management LLC12,272$766K0.14%13F-HRTimeline
OLD MISSION CAPITAL LLC12,052$752K0.03%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,259$703K0.19%+7,49513F-HRTimeline
ERn Financial, LLC10,189$636K0.12%+1,05013F-HRTimeline
LAM GROUP, INC.8,840$552K0.32%+43013F-HRTimeline
Cloud Capital Management, LLC7,791$486K0.23%+98713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,586$473K<0.01%-7,43713F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC5,214$325K0.03%+613F-HRTimeline
B&D White Capital Company, LLC4,932$308K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,142$259K<0.01%new13F-HRTimelineGroup
Plancorp, LLC4,110$257K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,252$203K<0.01%+2113F-HR/ATimelineGroup
Farther Finance Advisors, LLC208$13K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC73$4.56K<0.01%13F-HRTimeline