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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

990 managers (1,007 13F filers) reported a position in AVEM shares at 2026-06-30, 245,384,106 shares in all. 129 filers opened a position and 40 filers sold out during the quarter.

Managers
990
13F filers
1,007
New
129
Added
457
Reduced
324
Sold out
40
Shares held by filers
245,384,106

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,876,146$2.79B0.18%+199,49413F-HRTimelineGroup
Savant Capital, LLC19,140,381$1.85B5.42%+324,38413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,158,078$1.56B+1,995Timeline
MORGAN STANLEYin group MORGAN STANLEY11,245,817$1.09B0.06%+3,257,47013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,970,793$962M1.19%+81,42713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,883,606$761M0.13%+618,07013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,148,703$592M0.12%+918,53713F-HRTimelineGroup
LPL Financial LLC5,901,982$569M0.13%+1,186,70113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,376,383$519M0.28%+419,03413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,346,733$505M0.2%+1,084,02213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,403,867$328M0.15%+346,69913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,773,603$268M0.07%+698,15613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,693,268$260M0.04%+2,164,29113F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,560,321$247M-810,135Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,393,648$231M1.73%+10,49113F-HRTimeline
Haverford Trust Co2,368,819$229M1.97%+210,18313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,343,649$226M+88,474Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,324,182$224M-1,036,730Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,295,165$221M0.11%-34,59513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,188,324$211M0.25%+252,07213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,182,737$211M0.43%+349,24313F-HRTimeline
Cetera Investment Advisers2,094,497$202M0.18%+226,28913F-HRTimeline
HighTower Advisors, LLC1,824,994$176M0.17%-53,03113F-HRTimeline
Annex Advisory Services, LLC1,548,921$149M2.55%+15,88413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,542,140$149M0.1%+61,34813F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,484,682$143M1.97%-42,47413F-HRTimelineGroup
Modern Wealth Management, LLC1,379,015$133M1.59%+267,96613F-HRTimeline
OneDigital Investment Advisors LLC1,374,387$133M1.12%-514,56313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,286,150$124M0.05%+223,83213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,274,289$123M+161,783Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,221,934$118M+312,575Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,232,831$117M0.01%-181,08613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,181,713$114M1.54%+33,85413F-HRTimeline
MASECO LLP1,161,088$112M3.15%+48313F-HRTimeline
Pure Financial Advisors, LLC1,125,157$109M1.38%-95,78213F-HRTimeline
HB Wealth Management, LLC1,108,268$107M0.6%+47,72913F-HRTimeline
Oak Root LLC1,075,466$104M11.45%013F-HRTimeline
Avantax Planning Partners, Inc.1,065,277$103M2.56%-11,66013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,058,365$101M3.22%-7,30013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,031,444$99.5M1.37%-112,03213F-HRTimelineGroup
Apella Capital, LLC997,148$92.3M1.3%+36,99613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC937,777$90.5M0.11%-23,17413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.905,306$87.4M1.38%+20,96013F-HRTimeline
Cresset Asset Management, LLC892,971$86.2M0.31%+30,04213F-HRTimeline
Creative Planningin group Creative Planning891,693$86M0.05%-27,88613F-HRTimelineGroup
NewEdge Advisors, LLC871,190$84.1M0.25%+622,07213F-HRTimeline
Midwest Trust Co870,014$83.9M0.95%+102,42713F-HRTimeline
Parallel Advisors, LLC814,662$78.6M1.2%+54,50713F-HRTimeline
Private Advisor Group, LLC807,051$77.9M0.36%+307,61013F-HRTimeline
Farther Finance Advisors, LLC799,019$77.1M0.6%+50,85613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC797,996$77M9.37%+178,09413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP796,366$76.8M0.09%+74,23613F-HRTimelineGroup
Summit Financial Strategies, Inc.785,029$75.7M5.32%-44,31213F-HRTimeline
Bluespring Wealth Management, LLC784,880$75.7M1.46%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding765,187$73.8M+202,115Timeline
Prime Capital Investment Advisors, LLC750,726$72.4M0.7%-5,27513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP723,814$69.8M0.87%+159,57313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP715,599$69M0.1%-310,35913F-HR/ATimelineGroup
FMR LLCin group FMR LLC683,105$65.9M<0.01%+18,51013F-HRTimelineGroup
ATWOOD & PALMER INC674,517$65.1M3.47%+3,08913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA669,305$64.6M0.01%+128,04313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC650,000$62.7M0.04%new13F-HRTimelineGroup
Falcon Wealth Planning632,978$61.1M3.86%+32,46813F-HRTimeline
Rockwood Wealth Management, LLC627,972$60.6M3.83%+81,92913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC613,449$59.2M0.37%+6,53013F-HRTimelineGroup
Fragasso Financial Advisors Inc610,432$58.9M3.15%-9,19013F-HRTimeline
WADDELL & ASSOCIATES, LLC567,849$54.8M2.71%-2,55113F-HRTimeline
Beaird Harris Wealth Management, LLC554,738$53.5M3.35%-18,02813F-HRTimeline
Robertson Stephens Wealth Management, L…515,769$49.8M1.23%+161,16113F-HRTimeline
FOSTER & MOTLEY INC515,223$49.7M2.29%-5,98413F-HRTimeline
Financial Plan, Inc.511,267$49.3M4.68%+5,17513F-HRTimeline
Tarbox Family Office, Inc.506,746$48.9M7%-10,10413F-HRTimeline
HighPoint Advisor Group LLC495,601$47.8M1.69%+3,85113F-HRTimeline
Diversified Portfolios, Inc.488,339$47.1M3.42%-88,60613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding481,589$46.5M-5,254Timeline
Morton Brown Family Wealth, LLC480,549$46.4M10.51%+15,24013F-HRTimeline
Orion Porfolio Solutions, LLC461,703$44.5M0.34%-28,92913F-HRTimeline
McLean Asset Management Corp489,332$43.8M5.79%-2,42913F-HRTimeline
Bogart Wealth, LLC435,036$42M1.44%+2,00213F-HRTimeline
Beacon Pointe Advisors, LLC429,143$41.4M0.19%-24,47313F-HRTimeline
Truepoint, Inc.427,119$41.2M0.86%-28,35313F-HRTimeline
IHT Wealth Management, LLC421,788$40.7M0.87%-40,95113F-HRTimeline
Arlington Financial Advisors, LLC402,768$38.9M4.94%-8,08713F-HRTimeline
WEST PACES ADVISORS INC.401,179$38.7M6.49%-9,36713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…403,568$38M0.06%+100,66713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…388,904$37.5M5.71%-10,36313F-HRTimeline
Versant Capital Management, Inc371,481$35.8M3.21%-9,47213F-HRTimeline
Amplius Wealth Advisors, LLC362,842$35M2.57%-23,95513F-HRTimeline
Simplicity Wealth,LLC358,301$34.6M1.17%+73,61913F-HRTimeline
Bridgewater Advisors Inc.381,114$34.4M1.87%+296,11013F-HRTimeline
Compound Planning, Inc.353,788$34.1M0.89%-14,52013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD351,549$33.9M1.51%+5,23813F-HRTimeline
Quantum Financial Advisors, LLC345,315$33.3M3.3%-7,51613F-HRTimeline
JRM Investment Counsel, LLC337,757$32.6M7.89%+1,05613F-HRTimeline
SC&H Financial Advisors, Inc.332,081$32M4.25%+11,94713F-HRTimeline
EP Wealth Advisors, LLC331,094$31.9M0.12%+257,36013F-HRTimeline
ACT Advisors, LLC.321,927$31.1M10.33%+13,94213F-HRTimeline
Cannon Financial Strategists, Inc.321,733$31M3.53%-14,09013F-HRTimeline
Summit Financial, LLC304,353$29.4M0.32%-17,41213F-HRTimeline
Copper Harbor Investment Advisors, LLC297,746$28.7M6.08%13F-HRTimeline
HORAN Wealth, LLC291,832$28.2M3.52%+117,20913F-HR/ATimeline
High Probability Advisors, LLC289,841$28M2.99%+14,52313F-HRTimeline
Aptus Capital Advisors, LLC289,426$27.9M0.2%+41,62713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…288,955$27.9M0.04%+10,59413F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC287,748$27.8M2.2%-2,32913F-HRTimeline
Arax Advisory Partners287,031$27.7M0.18%+264,29613F-HRTimeline
VeraBank, N.A.282,048$27.2M4.5%+7,33313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…279,704$27M0.05%-37,60713F-HRTimelineGroup
CGN Advisors LLC274,549$26.5M1.93%+19,78013F-HRTimeline
JSF Financial, LLC269,566$26M4.19%+213,59313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC266,533$25.7M0.31%+230,75613F-HRTimelineGroup
Sunburst Financial Group, LLC265,413$25.6M4.28%+38,91613F-HRTimeline
Armstrong, Fleming & Moore, Inc263,045$25.4M8.41%-9813F-HRTimeline
HUB Investment Partners, LLC262,938$25.4M0.47%+9,64713F-HRTimeline
WCG Wealth Advisors LLC260,666$25.2M0.6%+3,62213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT260,375$25.1M4.33%-17,31713F-HRTimeline
B&D White Capital Company, LLC259,850$25.1M2.5%+1,21113F-HRTimeline
MassMutual Private Wealth & Trust, FSB257,808$24.9M0.64%+2,97413F-HRTimeline
Fonville Wealth Management LLC253,280$24.4M3.99%+15,68413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC248,491$24M5.89%+103,90913F-HRTimeline
REAP Financial Group, LLC247,562$23.9M4.08%+17,62913F-HRTimeline
Convergence Financial, LLC247,021$23.8M1.9%+234,50913F-HRTimeline
Ullmann Wealth Partners Group, LLC239,755$23.1M2.1%+27,65213F-HRTimeline
Marietta Wealth Management, LLC239,063$23.1M2.38%-1,32713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers238,063$23M0.03%+88,46613F-HRTimelineGroup
Alpha Financial Advisors, LLC237,632$22.9M6.4%+3,04013F-HRTimeline
Walkner Condon Financial Advisors LLC234,831$22.7M2.61%+7,87513F-HRTimeline
Foundations Investment Advisors, LLC229,497$22.1M0.23%+11,58913F-HRTimeline
TCI Wealth Advisors, Inc.229,475$22.1M0.96%-4,83913F-HRTimeline
Cooper Financial Group227,971$22M1.83%+123,62013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…224,982$21.7M0.19%+26,57413F-HRTimelineGroup
Allen Capital Group, LLC223,034$21.5M1.76%+2,75513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,716$21.5M0.13%+104,93713F-HRTimelineGroup
Pasadena Private Wealth, LLC222,072$21.4M2.74%-6,29913F-HRTimeline
Caliber Wealth Management, LLC / KS221,589$21.4M2.06%+3,75413F-HRTimeline
Allworth Financial LP215,808$20.8M0.09%+42,58413F-HRTimeline
&PARTNERS213,555$20.7M0.08%+21,10913F-HRTimeline
Buttonwood Financial Group, LLC211,484$20.4M11.66%-37,60413F-HRTimeline
BSW Wealth Partners210,863$20.3M2.26%+4,36213F-HRTimeline
WJ Interests, LLC210,237$20.3M7.82%-47,94413F-HRTimeline
Werba Rubin Papier Wealth Management209,840$20.2M2.46%+12,31013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp209,744$20.2M0.34%+209,22813F-HRTimelineGroup
WealthPlan Investment Management, LLC205,128$19.8M0.98%-7,05813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC205,091$19.8M0.46%+15,82113F-HRTimelineGroup
Financial Strategies Group, Inc.215,692$19.8M3.15%new13F-HRTimeline
Venturi Wealth Management, LLC202,202$19.5M0.75%-1,34413F-HRTimeline
Waverly Advisors, LLC201,204$19.4M0.11%+2,27413F-HRTimeline
MFA WEALTH ADVISORS, LLC201,153$19.4M3.31%-5,49913F-HRTimeline
Syntegra Private Wealth Group, LLC200,559$19.4M1.5%+10,77513F-HRTimeline
Intergy Private Wealth, LLC199,827$19.3M4.45%new13F-HRTimeline
Cambridge Investment Research Advisors,…193,468$18.7M0.04%+61,29113F-HR/ATimeline
Opus Capital Group, LLC191,970$18.5M1.79%+1,37913F-HRTimeline
Plancorp, LLC198,641$18.1M0.44%-49013F-HRTimeline
SJS Investment Consulting Inc.186,638$18M1.96%+10,66913F-HRTimeline
AIRE ADVISORS, LLC186,412$18M2.93%-15413F-HRTimeline
LIBRA WEALTH LLC185,718$17.9M4.58%-6,06213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC184,217$17.8M4.55%-13,98313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC182,690$17.6M0.09%+28,90013F-HR/ATimeline
Modera Wealth Management, LLC181,000$17.5M0.19%+2,74713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC180,897$17.5M2.15%+5,03813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC179,514$17.3M8.65%+176,61013F-HR/ATimeline
Triad Wealth Partners, LLC190,829$17.2M1.02%+187,66013F-HRTimeline
Blue Edge Capital, LLC178,396$17.2M2.07%+35,01513F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd178,307$17.2M0.04%13F-HRTimelineGroup
Berger Financial Group, Inc177,096$17.1M0.87%-2,37413F-HRTimeline
Valued Wealth Advisors LLC176,723$17.1M6.2%-7,59213F-HRTimeline
ERn Financial, LLC171,570$16.6M2.74%-1,15313F-HRTimeline
Burton Enright Welch171,345$16.5M1.94%-12,63713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC170,054$16.4M1.1%+44,94913F-HRTimelineGroup
Symphony Financial, Ltd. Co.169,802$16.2M1.77%+14,17513F-HRTimeline
Three Arch Wealth Management LLC164,994$15.9M2.44%+11,97913F-HRTimeline
ABLE Financial Group, LLC159,052$15.3M2.58%+18,26113F-HRTimeline
Hill Investment Group Partners, LLC158,896$15.3M1.56%-7,51613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC158,136$15.3M6.36%+3,68413F-HRTimeline
Mariner, LLCin group Mariner, LLC157,812$15.2M0.02%-192,84413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC157,737$15.2M1.46%+6,47513F-HRTimeline
CARDIFF PARK ADVISORS, LLC157,070$15.2M1.18%+62713F-HRTimeline
Team Hewins, LLC155,688$15M4.11%-8,36413F-HRTimeline
Indivisible Partners155,149$15M0.85%-32213F-HRTimeline
DEFINE FINANCIAL, LLC154,063$14.9M6.83%+2,80513F-HRTimeline
Riverpoint Wealth Management Holdings, …153,774$14.8M2.73%+119,55513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS153,472$14.8M1.5%+96,75913F-HRTimeline
Destiny Wealth Partners, LLC165,221$14.8M2.09%-9,73713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC152,069$14.7M0.84%+16,46113F-HRTimeline
True North Advisors, LLC151,215$14.6M1.39%+46,63613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC150,123$14.5M0.31%-201,68813F-HRTimelineGroup
Fort Vancouver Investment Management, L…149,838$14.5M6.75%-15,54313F-HRTimeline
MAI Capital Management147,694$14.3M0.05%+58,61613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC146,977$14.2M5.85%-1,05313F-HRTimeline
Vestmark Advisory Solutions, Inc.146,171$14.1M0.13%+128,79013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,030$14.1M0.02%+83,91913F-HRTimelineGroup
Mason & Associates Inc141,979$13.7M2.21%+1,89113F-HRTimeline
Verum Partners LLC141,563$13.7M2.07%+11,91913F-HRTimeline
Prosperity Planning, Inc.139,840$13.5M3.09%-80313F-HRTimeline
World Investment Advisors166,725$13.5M0.22%+1,12013F-HRTimeline
Visionary Horizons, LLC139,011$13.4M5.61%+21,73113F-HRTimeline
Certified Advisory Corp138,233$13.3M1.08%+6,91613F-HRTimeline
Echo Wealth Management, LLC137,979$13.3M6.79%+3,02013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,938$13.1M0.01%+8,03713F-HRTimelineGroup
Great Diamond Partners, LLC133,492$12.9M2.21%+1,46413F-HRTimeline