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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

507 managers (516 13F filers) reported a position in AVEM shares at 2024-12-31, 115,062,479 shares in all. 49 filers opened a position and 28 filers sold out during the quarter.

Managers
507
13F filers
516
New
49
Added
248
Reduced
120
Sold out
28
Shares held by filers
115,062,479

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HTG Investment Advisors, Inc.53,009$3.12M1.43%+4,85913F-HRTimeline
Wedmont Private Capital53,577$3.09M0.16%+7,28513F-HRTimeline
Strategic Financial Concepts, LLC51,658$3.04M0.58%+12,13713F-HR/ATimeline
Strategic Blueprint, LLC51,428$3.02M0.18%+1,68713F-HRTimeline
CURIO WEALTH, LLC50,990$3M1.61%13F-HRTimeline
Sterneck Capital Management, LLC50,908$2.99M1.62%-74013F-HRTimeline
CoreFirst Bank & Trust50,634$2.98M1.77%+83313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,024$2.94M0.29%+1,10313F-HRTimelineGroup
Golden State Wealth Management, LLC49,618$2.92M0.44%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC49,478$2.91M2.95%13F-HRTimeline
Disciplina Capital Management LLC49,449$2.91M0.49%-45813F-HRTimeline
Apeiron RIA LLC47,972$2.82M0.79%-4,45413F-HRTimeline
Symmetry Partners, LLC47,934$2.82M0.4%new13F-HRTimeline
Signature Resources Capital Management,…47,871$2.81M2.51%+1,58613F-HRTimeline
REDW Wealth LLC47,721$2.81M0.97%-9,72113F-HRTimeline
IFP Advisors, Inc47,264$2.78M0.09%+9,13713F-HRTimeline
Brown Financial Advisory46,376$2.73M1.94%-31513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding46,319$2.72M+15,943Timeline
WealthCollab, LLC46,157$2.71M1.74%+3,46213F-HRTimeline
Summit Wealth Partners, LLC45,142$2.65M0.54%+4,23313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC45,112$2.65M0.89%-49,66113F-HRTimeline
Factor Wealth Management LTD42,009$2.47M0.82%13F-HRTimeline
Trace Wealth Advisors, LLC41,941$2.47M2.21%13F-HRTimeline
Mraz, Amerine & Associates, Inc.41,771$2.46M0.44%+5,49213F-HR/ATimeline
BWM Planning, LLC41,524$2.44M1.06%+3,86913F-HRTimeline
Burk Holdings LLC41,484$2.44M1.97%13F-HRTimeline
SOL Capital Management CO40,972$2.41M0.27%-7,53113F-HRTimeline
COMERICA BANK40,128$2.36M0.01%+15,05813F-HR/ATimeline
Prosperity Consulting Group, LLC40,089$2.36M0.18%-68013F-HRTimeline
Armbruster Capital Management, Inc.38,890$2.29M0.46%+6,03213F-HRTimeline
Equita Financial Network, Inc.38,382$2.26M0.82%+1,18713F-HRTimeline
Family Office Research LLC38,036$2.24M0.98%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC37,029$2.18M0.4%+3,56913F-HRTimeline
Aurelius Family Office LLC37,022$2.18M1.1%13F-HRTimeline
Atria Investments, Inc35,660$2.1M0.03%+1,62513F-HRTimeline
CAP Partners, LLC35,499$2.09M1.47%+1,18013F-HRTimeline
B&D White Capital Company, LLC35,464$2.08M0.35%+3,82913F-HRTimeline
Canvas Wealth Advisors, LLC34,876$2.05M0.51%+3,05513F-HRTimeline
Brown Financial Advisors34,595$2.03M0.82%-44213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC33,841$1.99M0.05%+2,66013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.33,271$1.96M0.12%-9613F-HRTimelineGroup
Arcadia Wealth Management, Inc.32,896$1.93M1.64%13F-HRTimeline
IMA Advisory Services, Inc.32,379$1.9M0.23%+3813F-HRTimeline
Stone Summit Wealth LLC32,120$1.89M0.63%+1,03813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,606$1.86M<0.01%-1,09113F-HRTimelineGroup
Grove Bank & Trust31,529$1.85M0.26%+2,59913F-HRTimeline
Shore Point Advisors, LLC30,857$1.81M0.98%-9,28913F-HRTimeline
FMR LLCin group FMR LLC30,622$1.8M<0.01%+28,60613F-HRTimelineGroup
Richmond Investment Services, LLC30,519$1.79M1.01%13F-HRTimeline
Sprinkle Financial Consultants LLC30,333$1.78M1.21%+64913F-HRTimeline
Private Wealth Management Group, LLC30,010$1.76M0.68%-13513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …29,168$1.71M0.14%-97413F-HR/ATimeline
Ariadne Wealth Management, LP28,188$1.7M0.78%+6,22713F-HRTimeline
Tillman Hartley LLC28,887$1.7M0.49%+15,08513F-HRTimeline
Transcendent Capital Group LLC28,344$1.67M0.86%-213F-HRTimeline
Plum Street Advisors, LLC28,124$1.65M0.82%+1,18713F-HRTimeline
Philip James Wealth Mangement, LLC27,862$1.64M0.21%new13F-HRTimeline
TFB Advisors LLC27,312$1.61M0.46%-21213F-HRTimeline
Allworth Financial LP26,770$1.59M0.01%-2,82713F-HRTimeline
Breakwater Capital Group26,633$1.57M0.31%+6,33213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,338$1.55M<0.01%+7,49213F-HRTimelineGroup
Prospect Financial Group LLC26,299$1.55M1.9%13F-HRTimeline
Dogwood Wealth Management LLC26,191$1.54M0.81%-74613F-HRTimeline
Good Life Advisors, LLC25,706$1.51M0.11%+23913F-HRTimeline
Advisory Services Network, LLC25,354$1.49M0.03%-5,01613F-HRTimeline
Fortress Wealth Management, Inc.25,225$1.48M0.72%-5,12413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25,105$1.48M<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC25,045$1.47M0.12%-1,25013F-HRTimeline
Magnolia Private Wealth, LLC24,987$1.47M1.31%13F-HRTimeline
D'Orazio & Associates, Inc.24,912$1.46M0.22%-30713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,272$1.43M1.07%+1,74013F-HRTimeline
Seaside Wealth Management, Inc.24,227$1.42M0.52%+3,80113F-HRTimeline
TOWNSQUARE CAPITAL LLC24,189$1.42M0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC23,763$1.4M0.05%+15,01313F-HRTimeline
Leading Edge Financial Planning LLC23,053$1.36M0.44%+1,22213F-HRTimeline
BlackDiamond Wealth Management, LLC22,719$1.34M0.77%-9,66613F-HRTimeline
Evensky & Katz LLC22,539$1.32M0.09%-94913F-HRTimeline
First National Trust Co22,344$1.31M0.05%new13F-HRTimeline
Valmark Advisers, Inc.21,588$1.27M0.02%+1,11513F-HRTimeline
RVW Wealth, LLC21,555$1.27M0.12%+67013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,529$1.27M0.01%+9413F-HRTimelineGroup
L.K. Benson & Company, P.C.21,307$1.25M0.88%13F-HRTimeline
Clarity Capital Advisors, LLC21,283$1.25M0.84%+35513F-HRTimeline
Brady Martz Wealth Solutions, LLC21,379$1.23M0.3%13F-HRTimeline
HB Wealth Management, LLC20,977$1.23M0.01%+37613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,908$1.23M0.02%-87713F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.20,407$1.2M1.14%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,335$1.2M0.01%+1,48313F-HRTimelineGroup
Mattson Financial Services, LLC18,268$1.18M0.38%-52513F-HRTimeline
Navigoe, LLC19,941$1.17M1.14%13F-HRTimeline
QUARRY HILL ADVISORS, LLC19,718$1.16M0.78%-60813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,608$1.15M<0.01%+6,77113F-HRTimelineGroup
Paladin Wealth, LLC18,859$1.11M0.96%+13913F-HRTimeline
Signal Advisors Wealth, LLC18,730$1.1M0.12%+3313F-HRTimeline
Cambridge Investment Research Advisors,…18,711$1.1M<0.01%-79413F-HRTimeline
EVOKE WEALTH, LLC18,323$1.08M0.03%+8713F-HRTimeline
SAGE RHINO CAPITAL LLC18,143$1.07M0.23%+1,05713F-HRTimeline
SAX WEALTH ADVISORS, LLC17,801$1.05M0.08%new13F-HRTimeline
Convergence Financial, LLC17,661$1.04M0.21%-71613F-HRTimeline
Wealthstream Advisors, Inc.17,288$1.02M0.19%+70713F-HRTimeline
Centerpoint Advisory Group16,563$974K0.94%13F-HRTimeline
Allodium Investment Consultants, LLC16,197$952K0.8%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC16,086$946K0.27%new13F-HRTimeline
NWAM LLC15,944$937K0.06%+1,18213F-HRTimeline
IEQ CAPITAL, LLC15,810$929K0.01%-24,51513F-HRTimeline
Clarity Wealth Development LLC15,660$927K1.01%13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC15,769$927K0.43%+47613F-HRTimeline
CENTRAL TRUST Co15,571$915K0.02%new13F-HRTimeline
Lakeridge Wealth Management LLC15,416$906K0.47%+4,94313F-HRTimeline
Cetera Trust Company, N.A15,357$903K0.59%013F-HRTimeline
Clearwater Capital Advisors, LLC15,259$897K0.09%new13F-HRTimeline
BCR Wealth Strategies, LLC14,973$880K0.41%-46513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC14,713$865K0.11%new13F-HRTimeline
Vannoy Advisory Group, Inc.14,590$858K0.64%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,283$830K<0.01%-39413F-HRTimelineGroup
FMB WEALTH MANAGEMENT13,805$812K0.46%+4113F-HRTimeline
Geneos Wealth Management Inc.13,777$810K0.03%-7,08013F-HRTimeline
Betterment LLC13,657$803K<0.01%+1,24813F-HRTimeline
Hoxton Planning & Management, LLC13,642$802K0.31%-19113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,636$802K0.01%+6,04313F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,509$794K0.2%-8413F-HRTimeline
LAM GROUP, INC.13,325$783K0.56%-7,10013F-HRTimeline
CoreCap Advisors, LLC13,230$778K0.04%+11,70213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,200$776K<0.01%new13F-HRTimeline
MOTCO13,058$768K0.08%+3,62213F-HRTimeline
Summit X, LLC13,045$767K0.17%+2,68013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,952$761K0.03%+5,68013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO12,943$761K0.01%013F-HRTimeline
Activest Wealth Management12,670$745K0.21%+2,25513F-HRTimeline
Verdence Capital Advisors LLC12,535$737K0.06%-1,46513F-HRTimeline
EARNED WEALTH ADVISORS, LLC12,175$716K0.23%-1,33113F-HRTimeline
Herold Advisors, Inc.12,161$715K0.16%+65413F-HRTimeline
Stewardship Advisors, LLC12,034$707K0.2%-1,93813F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,994$705K0.02%+56313F-HRTimeline
PCG Wealth Advisors, LLC11,985$705K0.26%+28513F-HRTimeline
Dentgroup LLC11,901$700K0.53%+1,06613F-HRTimeline
Creative Capital Management Investments…11,852$697K0.29%013F-HRTimeline
Ausdal Financial Partners, Inc.11,525$678K0.06%-61913F-HRTimeline
Rialto Wealth Management, LLC11,465$674K0.22%13F-HRTimeline
Caprock Group, LLC11,188$658K0.02%+1313F-HRTimeline
Telos Capital Management, Inc.10,960$644K0.07%+26513F-HRTimeline
World Investment Advisors10,911$641K0.02%+2,15813F-HRTimeline
Chris Bulman Inc10,875$639K0.41%+6,27013F-HRTimeline
Glenview Trust Co10,860$638K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…10,831$637K0.35%+1,05113F-HRTimeline
COZAD ASSET MANAGEMENT INC10,545$620K0.06%-52513F-HRTimeline
Seed Wealth Management, Inc.10,380$610K0.49%-83013F-HRTimeline
Synergy Investment Management, LLC10,337$608K0.26%13F-HRTimeline
Symphony Financial, Ltd. Co.10,202$607K0.1%+98113F-HRTimeline
Hardin Capital Partners, LLC10,315$606K0.37%+1,09313F-HRTimeline
DBK Financial Counsel, LLC10,308$606K0.61%+13013F-HRTimeline
Atlas Wealth LLC10,192$599K0.23%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC10,170$598K0.21%+89313F-HRTimeline
Cornerstone Capital, Inc.10,081$593K0.06%013F-HRTimeline
Sensible Money, LLC10,064$592K0.26%+213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,833$578K0.25%-2,63513F-HRTimeline
Pacific Asset Management, LLC9,525$560K0.53%13F-HRTimeline
Sunpointe, LLC9,510$559K0.28%new13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…9,434$555K0.11%+2,03213F-HRTimeline
Orion Capital Management LLC9,421$554K0.24%-58613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,314$548K0.3%013F-HRTimeline
Haverford Financial Services, Inc.8,855$521K0.16%013F-HRTimeline
Evanson Asset Management, LLC8,774$516K0.04%+18713F-HRTimeline
MB Generational Wealth, LLC8,738$514K0.38%-1,25713F-HRTimeline
Fortress Financial Solutions, LLC8,736$514K0.73%13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,532$502K<0.01%+23013F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,531$502K0.01%-3,83413F-HRTimeline
GTS SECURITIES LLC8,418$495K0.02%new13F-HRTimeline
Lion Street Advisors, LLC8,396$494K0.16%+40013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.8,332$488K0.29%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,247$485K0.12%+17513F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.8,100$476K0.33%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,929$466K0.02%-1,44813F-HRTimeline
RAM Investment Partners, LLC7,859$462K0.11%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,987$460K0.04%+3,45813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC7,718$454K0.02%-5,58713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,413$436K0.03%013F-HRTimeline
Ruedi Wealth Management, Inc.7,365$433K0.14%+2,03313F-HRTimeline
Abacus Planning Group, Inc.7,261$427K0.08%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP7,164$421K0.12%-13213F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,053$415K0.34%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,049$414K<0.01%+3,58613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,000$412K0.1%+5613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,867$404K0.02%+95813F-HRTimelineGroup
Cambridge Financial Group, LLC6,837$402K0.17%-14513F-HRTimeline
Family Investment Center, Inc.6,749$397K0.1%-24913F-HRTimeline
LEIGH BALDWIN & CO., LLC6,649$391K0.33%13F-HR/ATimeline
Wealthfront Advisers LLC6,594$388K<0.01%-25013F-HR/ATimeline
Fort Point Capital Partners LLC6,403$376K0.04%+13713F-HRTimeline
Mutual Advisors, LLC6,381$373K0.01%+713F-HRTimeline
UMB Bank, n.a.6,250$367K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.6,183$366K0.17%13F-HRTimeline
USAdvisors Wealth Management, LLC6,191$364K0.12%+713F-HRTimeline
Mesirow Financial Investment Management…6,019$354K0.01%+2,28113F-HRTimeline
CWA Asset Management Group, LLC5,992$352K0.02%+1313F-HRTimeline
Sovran Advisors, LLC5,993$346K0.05%13F-HRTimeline
Lauterbach Financial Advisors, LLC5,855$344K0.21%+4213F-HRTimeline
ShoreHaven Wealth Partners, LLC5,798$341K0.16%-20,04713F-HRTimeline
Willow Creek Wealth Management Inc.5,746$338K0.03%+83213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,725$337K<0.01%+22413F-HRTimelineGroup