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AVEE AMERICAN CENTY ETF TR

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AVA MAR SMA ETF (fund)

28 managers (28 13F filers) reported a position in AVEE shares at 2026-03-31, 1,080,678 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
16
Reduced
5
Sold out
1
Shares held by filers
1,080,678

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
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC273,261$17.3M0.01%+50,10113F-HRTimelineGroup
Tortoise Investment Management, LLC180,706$11.5M0.95%+167,69113F-HRTimeline
Index Fund Advisors, Inc.136,660$8.67M0.39%+29,30313F-HRTimeline
Cornerstone Wealth Partners, LLC111,283$7.06M4%+19,11813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,119$5.97M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,000$3.17M<0.01%+45,85813F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,687$1.76M0.04%+15,63513F-HRTimeline
Ariadne Wealth Management, LP26,450$1.68M0.75%+5313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.20,068$1.27M0.13%-2,87613F-HRTimeline
Beacon Pointe Advisors, LLC18,349$1.16M0.01%new13F-HRTimeline
Cypress Point Wealth Management, LLC17,397$1.1M0.24%+3,93213F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,322$1.1M0.3%+6,06313F-HRTimeline
Avior Wealth Management, LLC15,889$1.01M0.03%-2,48913F-HRTimeline
CAP Partners, LLC14,406$914K0.52%+63513F-HRTimeline
Three Arch Wealth Management LLC11,743$745K0.13%-52913F-HRTimeline
Cloud Capital Management, LLC10,908$691K0.3%+3,11713F-HRTimeline
ERn Financial, LLC9,351$593K0.11%-83813F-HRTimeline
LAM GROUP, INC.9,285$589K0.32%+44513F-HRTimeline
Plancorp, LLC6,185$416K0.01%+2,07513F-HRTimeline
B&D White Capital Company, LLC5,463$347K0.04%+53113F-HRTimeline
Summit Portfolio Management, LTD.5,436$345K0.22%13F-HRTimeline
Kane Co Wealth Management, Inc.5,366$340K0.29%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,214$331K0.03%013F-HRTimeline
Mills Wealth Advisors LLC4,067$258K0.09%-11,27013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,253$206K<0.01%+113F-HRTimelineGroup
Bogart Wealth, LLC334$21.2K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC268$17.2K0.01%+19513F-HRTimeline
Farther Finance Advisors, LLC208$13.3K<0.01%013F-HRTimeline