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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
Choice Wealth Advisors LLC133,375$12.9M4.52%-5,85113F-HRTimeline
55 North Private Wealth, LLC131,634$12.7M2.5%+20,88213F-HRTimeline
INVENIO WEALTH PARTNERS LLC131,477$12.7M4.54%+57613F-HRTimeline
Freedom Financial Partners LLC131,382$12.7M4.13%-1,18813F-HRTimeline
SAXON INTERESTS, INC.129,969$12.5M3.46%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.129,783$12.5M3.05%-2,44213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC128,697$12.4M1.64%-4,63113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC128,235$12.4M<0.01%+21,75713F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC127,415$12.3M1.73%+7,43513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC135,017$12.3M4.89%-1,57013F-HRTimeline
Oak Wealth Advisors LLC126,760$12.2M5.87%+69713F-HRTimeline
Legacy CG, LLC126,193$12.2M3.12%+28,83013F-HRTimeline
Shotwell Rutter Baer Inc125,042$12.1M6.62%-5,15313F-HRTimeline
Buck Wealth Strategies, LLC124,477$12M1.26%+86913F-HRTimeline
Brickley Wealth Management122,618$11.8M1.7%new13F-HRTimeline
Tortoise Investment Management, LLC121,127$11.7M0.87%-2,22813F-HRTimeline
Torren Management, LLC120,933$11.7M5.93%-5,23813F-HRTimeline
MJP ASSOCIATES INC /ADV116,393$11.2M1.23%+20513F-HRTimeline
Highland Financial Advisors, LLC115,763$11.2M2.46%+10,61513F-HRTimeline
Dunhill Financial, LLC116,420$11.2M2.28%+5,27013F-HRTimeline
Stewardship Advisors, LLC114,918$11.1M2.3%-85,65113F-HRTimeline
Pacific Life Fund Advisors LLC112,790$10.9M1.2%+1,98513F-HRTimeline
Cornerstone Wealth Group, LLC111,548$10.8M0.64%+5,48213F-HRTimeline
D'Orazio & Associates, Inc.111,228$10.7M1.24%+18,34713F-HRTimeline
Ashton Thomas Private Wealth, LLC109,953$10.6M0.22%-1,11313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC109,366$10.6M3.16%+3,30713F-HRTimeline
CURIO WEALTH, LLC108,998$10.5M3.26%+6,25413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC106,236$10.3M0.16%new13F-HRTimeline
AllGen Financial Advisors, Inc.105,563$10.2M2.22%+1,78813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK105,450$10.2M1.29%-51513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding113,208$10.1M+64,811Timeline
CENTRAL TRUST Co104,991$10.1M0.18%+6,58513F-HRTimeline
BetterWealth, LLC104,621$10.1M1.79%-4,48313F-HRTimeline
NOTTINGHAM ADVISORS, INC.110,278$9.95M1.19%-12,61213F-HRTimeline
WMG Financial Advisors, LLC102,989$9.94M3.74%+25513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC102,043$9.85M2.01%-1,95613F-HRTimeline
ShoreHaven Wealth Partners, LLC101,935$9.84M3.09%-30,65813F-HRTimeline
MN Wealth Advisors, LLC101,253$9.77M4.16%+8,88713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.101,232$9.77M3.78%+93,83513F-HRTimeline
Heritage Family Offices, LLP101,232$9.77M3.77%+29,73713F-HRTimeline
INTEGRATED WEALTHCARE, LLC101,130$9.76M7.29%-1,28713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…100,385$9.69M2.89%-10313F-HRTimeline
GeoWealth Management, LLC100,109$9.66M0.3%+14,46413F-HRTimeline
Hudson Capital Management LLC97,429$9.4M2.27%-1,69913F-HRTimeline
Disciplina Capital Management LLC97,396$9.4M0.97%-8,16713F-HRTimeline
Passive Capital Management, LLC.121,950$9.39M2.94%+45613F-HRTimeline
46 Peaks LLC96,568$9.32M5.86%+32,57213F-HRTimeline
Align Financial, LLC95,422$9.21M4.57%+2,26413F-HRTimeline
D L CARLSON INVESTMENT GROUP INC94,654$9.13M1.45%+25613F-HRTimeline
Collaborative Wealth Managment Inc.94,555$9.12M3.84%-6,87413F-HRTimeline
Merit Financial Group, LLC94,385$9.11M0.06%+2,24213F-HR/ATimeline
Cypress Point Wealth Management, LLC93,841$9.05M1.84%-2,67113F-HRTimeline
Quantinno Capital Management LP93,602$9.03M0.01%+10,92613F-HRTimeline
Tull Financial Group, Inc.92,845$8.96M3.51%new13F-HRTimeline
Haven Private, LLC92,606$8.94M3.4%-60913F-HRTimeline
Financial Futures Ltd Liability Co.92,288$8.9M3.39%-1,00313F-HRTimeline
Strategic Blueprint, LLC92,172$8.89M0.44%-3,62813F-HRTimeline
Chris Bulman Inc91,934$8.87M3.24%+13,37713F-HRTimeline
Avant Financial Advisors LLC91,426$8.82M5.49%+5,11013F-HRTimeline
Horst & Graben Wealth Management LLC94,053$8.8M1.16%-61,25613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC91,106$8.79M2.55%-7,28013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC91,105$8.79M5.26%-7,89513F-HRTimeline
SIMON QUICK ADVISORS, LLC90,334$8.72M0.35%new13F-HRTimeline
Henderson Brothers Financial Partners, …90,062$8.69M4.11%-86,36713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.89,651$8.65M0.08%new13F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC88,695$8.56M3.11%-27213F-HRTimeline
Kings Path Partners LLC88,015$8.49M2.26%+13,90513F-HRTimeline
Flagstone Financial Management88,013$8.49M1.9%-4,01913F-HRTimeline
Broadway Wealth Solutions, Inc.86,728$8.37M3.91%+63413F-HRTimeline
CROBAN85,868$8.29M3.65%-1,58213F-HRTimeline
WEALTH ALLIANCE, LLC84,846$8.19M0.68%+36,06513F-HRTimeline
REDW Wealth LLC84,108$8.12M2.91%+2,94613F-HRTimeline
Midwestern Financial, LLC /IA83,210$8.03M5.62%-61613F-HRTimeline
Sylvest Advisors, LLC83,114$8.02M3.62%+67013F-HRTimeline
Gateway Wealth Partners, LLC82,450$7.96M0.48%-78,03313F-HRTimeline
Arete Wealth Advisors, LLC81,833$7.9M0.52%+32,06413F-HR/ATimeline
Greenspring Advisors, LLC81,750$7.89M0.44%-56013F-HRTimeline
Independence Bank of Kentucky81,226$7.84M0.88%+22,91313F-HRTimeline
Magnolia Private Wealth, LLC211,955$7.82M4.29%+1,50213F-HRTimeline
Trace Wealth Advisors, LLC80,713$7.79M5.1%+1,96513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…80,585$7.78M0.09%-1,32913F-HRTimelineGroup
Trellis Wealth Advisors LLC80,537$7.77M2.67%+43413F-HRTimeline
Telos Capital Management, Inc.80,020$7.72M0.68%-92013F-HRTimeline
Summit Wealth Partners, LLC80,010$7.72M1.1%+1,30313F-HRTimeline
EnRich Financial Partners LLC79,476$7.67M1.82%-32313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management79,148$7.64M0.08%+9,65513F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC79,048$7.63M1.01%-3,72313F-HRTimeline
LexAurum Advisors, LLC78,812$7.6M0.88%-5,18713F-HRTimeline
Grove Bank & Trust78,354$7.56M0.75%+1,17213F-HRTimeline
Objectivity Squared, LLC77,497$7.48M4.21%+2413F-HRTimeline
AWM CAPITAL, LLC77,461$7.47M0.6%-25613F-HRTimeline
Savvy Advisors, Inc.77,440$7.47M0.16%+11,57113F-HRTimeline
EWA, LLC77,426$7.47M1.36%-40,72713F-HRTimeline
Harbor Group, Inc.77,026$7.43M0.87%+12,43813F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC76,374$7.37M6.88%13F-HRTimeline
Physician Wealth Solutions Inc.75,871$7.32M2.78%-1,18213F-HRTimeline
WealthPLAN Partners, LLC75,382$7.27M1.39%-15,81413F-HRTimeline
Wilkerson Advisory Group LLC75,280$7.26M2.23%-2,24113F-HRTimeline
Stonebrook Private Inc.74,761$7.21M1.32%-33,61013F-HRTimeline
Mraz, Amerine & Associates, Inc.74,352$7.17M1.03%-2,31013F-HRTimeline
Stonehearth Capital Management, LLC74,278$7.17M2.45%+50313F-HRTimeline
Larson Financial Group LLC74,040$7.14M0.19%-86,08613F-HRTimeline
One Wealth Advisors, LLC73,654$7.11M0.78%-50,73313F-HRTimeline
Invariant Investment Management74,538$7.1M4.16%-73,86613F-HRTimeline
Waterfront Wealth Inc.75,289$7.09M1.1%+4,20513F-HRTimeline
HTG Investment Advisors, Inc.73,443$7.09M1.82%-3,35013F-HRTimeline
Signature Resources Capital Management,…73,282$7.07M2.79%+7,46313F-HRTimeline
White Pine Investment CO72,436$6.99M1.49%+2,87813F-HRTimeline
Richmond Investment Services, LLC72,414$6.99M2.21%-64,89613F-HRTimeline
Atlanta Consulting Group Advisors, LLC72,383$6.98M1.11%+20,15113F-HRTimeline
Fortitude Family Office, LLC72,265$6.97M1.36%-6,48913F-HRTimeline
PW ADVISORS, LLC \ FL72,212$6.97M4.65%+1,03513F-HRTimeline
Glenview Trust Co71,656$6.91M0.1%+10,74313F-HR/ATimeline
IAG Wealth Partners, LLC71,443$6.89M0.68%+2,30513F-HRTimeline
Janney Montgomery Scott LLC70,916$6.84M0.01%+19,47613F-HRTimeline
KINTRA WEALTH, LLC72,886$6.84M0.36%new13F-HRTimeline
Vertex Planning Partners, LLC68,202$6.58M0.98%+5,23413F-HRTimeline
Marks Group Wealth Management, Inc68,002$6.56M0.57%+36,06113F-HRTimeline
Wedmont Private Capital69,313$6.53M0.18%+20,08313F-HRTimeline
Global Strategic Investment Solutions, …67,573$6.52M0.58%-1,94513F-HRTimeline
Sequoia Financial Advisors, LLC67,052$6.47M0.03%-1,42313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC66,910$6.46M3.32%new13F-HRTimeline
Hutchens & Kramer Investment Management…66,588$6.43M1.72%+3,52413F-HRTimeline
Level Financial Advisors66,122$6.38M1.43%-1,07113F-HRTimeline
Systelligence, LLC65,309$6.3M1.05%-8,22013F-HRTimeline
Integrity Investment Advisors, LLC65,078$6.28M2.73%+31,51113F-HRTimeline
Bellecapital International Ltd.64,859$6.26M1%013F-HRTimeline
Financial Symmetry Inc64,367$6.21M2.07%-1,10213F-HRTimeline
SAX WEALTH ADVISORS, LLC76,814$6.19M0.25%+60,42113F-HRTimeline
Capasso Planning Partners LLC63,709$6.15M3.07%-1,60713F-HRTimeline
Great Point Wealth Advisors, LLC63,612$6.14M0.99%-3,37113F-HRTimeline
Koshinski Asset Management, Inc.62,019$5.98M0.32%new13F-HRTimeline
Breakwater Capital Group61,865$5.97M0.72%+4,02813F-HRTimeline
Private Wealth Asset Management, LLC59,875$5.92M0.57%+30,91913F-HRTimeline
Kelman-Lazarov, Inc.61,225$5.91M0.77%-5,91513F-HRTimeline
Frankly Finances, LLC61,125$5.9M4.66%+4,09213F-HR/ATimeline
Perigon Wealth Management, LLC60,801$5.87M0.09%-35713F-HRTimeline
ARQ WEALTH ADVISORS, LLC64,041$5.87M0.73%+8,65013F-HRTimeline
Andrews Advisory Associates, LLC60,621$5.85M2.81%+5,70913F-HRTimeline
CoreCap Advisors, LLC60,566$5.84M0.17%+7,27613F-HRTimeline
Sterneck Capital Management, LLC60,107$5.8M2.48%+2,08513F-HRTimeline
NorthStar Asset Management LLC /NJ/60,075$5.8M2.36%+9,24913F-HRTimeline
Burk Holdings LLC59,531$5.74M2.12%+8,71313F-HRTimeline
AE Wealth Management LLC59,454$5.74M0.03%-18,42213F-HRTimeline
Bauman Advisory Group, LLC59,424$5.73M3.04%+32,94313F-HRTimeline
Lakeridge Wealth Management LLC59,352$5.73M2.1%-16,14613F-HRTimeline
Peak Asset Management, LLC57,979$5.59M0.82%-9513F-HRTimeline
Chicago Partners Investment Group LLC61,044$5.55M0.11%+74213F-HRTimeline
BWM Planning, LLC57,500$5.55M1.29%+3,82113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK57,495$5.55M0.02%+7,31113F-HRTimelineGroup
Coign Capital Advisors LLC57,362$5.53M2.49%new13F-HRTimeline
Lifestyle Asset Management, Inc.57,235$5.52M1.48%+93413F-HRTimeline
Canvas Wealth Advisors, LLC57,073$5.51M0.77%-1,35713F-HRTimeline
XY Planning Network, Inc.56,733$5.47M0.69%+19,75813F-HRTimeline
CAP Partners, LLC56,503$5.45M2.67%+24,77013F-HRTimeline
CFS Investment Advisory Services, LLC58,386$5.4M0.36%-44,92713F-HRTimeline
JNBA Financial Advisors55,779$5.38M0.41%-75213F-HRTimeline
Activest Wealth Management55,350$5.34M1.03%-9,17513F-HRTimeline
Sensenig Capital Advisors, Inc55,342$5.34M4.89%+46,43513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding54,863$5.29M+33,006Timeline
Ferguson Johnson Wealth Management Inc54,727$5.28M3.85%+1,09513F-HRTimeline
Apeiron RIA LLC54,436$5.25M1.35%-4,45313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC54,359$5.25M0.51%-3,83213F-HRTimeline
WealthCollab, LLC54,352$5.24M1.9%+74013F-HRTimeline
Advisory Services Network, LLC52,667$5.08M0.06%+5,50313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,426$5.06M0.05%+4,63913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC52,338$5.05M0.01%-25,97113F-HRTimelineGroup
Advyzon Investment Management, LLC51,737$4.99M0.36%+13,29413F-HRTimeline
Annandale Capital, LLC51,594$4.98M0.74%-5,54113F-HRTimeline
KILNER CAPITAL ADVISORS, LLC52,001$4.96M4.25%-4,31113F-HRTimeline
WorthPointe, LLC51,214$4.94M1.24%+3,38813F-HRTimeline
TUDOR INVESTMENT CORP ET AL51,037$4.92M0.02%+38,76413F-HRTimeline
Factor Wealth Management LTD50,845$4.91M0.74%-1,15513F-HRTimeline
Dynamic Advisor Solutions LLC50,648$4.89M0.14%+2,98113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,908$4.82M0.05%+3,71213F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC45,405$4.78M3.55%-4,29713F-HRTimeline
Brown Financial Advisors49,149$4.74M1.66%-7,47313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,052$4.73M0.16%-12,09913F-HRTimelineGroup
First National Trust Co48,988$4.73M0.16%+1,80513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC48,741$4.7M0.7%+15,26113F-HRTimeline
RETIREMENT GUYS FORMULA LLC48,125$4.64M1.75%-9213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,972$4.63MnewTimeline
SENTINEL PENSION ADVISORS, LLC51,244$4.57M0.6%+2,36713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.47,256$4.56M1.9%+11,52713F-HRTimeline
CoreFirst Bank & Trust47,124$4.55M2.26%-1,66813F-HRTimeline
Adelphi Trust Co47,088$4.54M3.02%+8,72713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC46,832$4.52M3.72%+1,79313F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC46,823$4.52M3.69%+2,39513F-HRTimeline
Armbruster Capital Management, Inc.45,733$4.41M0.66%-5,28213F-HRTimeline
Tillman Hartley LLC45,197$4.36M0.98%+3,42013F-HRTimeline
Global Retirement Partners, LLC44,418$4.29M0.07%13F-HRTimeline
Sunpointe, LLC44,348$4.28M1.22%+11,20213F-HRTimeline
Sonoma Allocations LLC44,545$4.2M1.3%+22,11513F-HRTimeline
Financial Engines Advisors L.L.C.42,356$4.09M0.01%+5,82513F-HRTimeline
TIAAgroup of 3 filers holding42,287$4.08M+37,608Timeline
AlphaCore Capital LLC42,006$4.05M0.07%+94013F-HRTimeline
Mayflower Financial Advisors, LLC41,808$4.03M0.35%-19,26613F-HRTimeline
Steward Partners Investment Advisory, L…41,582$4.01M0.02%+2,52413F-HRTimeline
Family Office Research LLC41,477$4M1.5%+41513F-HRTimeline
ARWA LLC44,148$3.99M1.66%+2,81613F-HRTimeline