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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

547 managers (556 13F filers) reported a position in AVEM shares at 2025-03-31, 124,333,306 shares in all. 68 filers opened a position and 27 filers sold out during the quarter.

Managers
547
13F filers
556
New
68
Added
266
Reduced
161
Sold out
27
Shares held by filers
124,333,306

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Kings Path Partners LLC59,368$3.57M1.75%+3,08213F-HRTimeline
Gateway Wealth Partners, LLC58,588$3.53M0.79%+3,03513F-HRTimeline
EP Wealth Advisors, LLC57,443$3.46M0.03%-80713F-HRTimeline
Capital A Wealth Management, LLC57,310$3.45M3.61%new13F-HRTimeline
HTG Investment Advisors, Inc.56,840$3.42M1.43%+3,83113F-HRTimeline
Summit Wealth Partners, LLC56,694$3.41M0.69%+11,55213F-HRTimeline
Peak Asset Management, LLC54,460$3.28M0.62%+81013F-HRTimeline
Perigon Wealth Management, LLC54,112$3.26M0.08%-39013F-HRTimeline
Waterfront Wealth Inc.54,071$3.25M0.79%+87913F-HRTimeline
Sequoia Financial Advisors, LLC54,062$3.25M0.03%new13F-HRTimeline
Strategic Blueprint, LLC53,870$3.24M0.18%+2,44213F-HRTimeline
Parkworth Wealth Management, Inc.53,103$3.2M2.55%-8613F-HRTimeline
Sterneck Capital Management, LLC53,006$3.19M1.72%+2,09813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,365$3.03M0.31%+34113F-HRTimelineGroup
Financial Engines Advisors L.L.C.50,232$3.02M0.01%-16,96113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC50,011$3.01M3.12%+53313F-HRTimeline
CoreFirst Bank & Trust49,673$2.99M1.92%-96113F-HRTimeline
Pacific Life Fund Advisors LLC49,429$2.97M0.33%-4,90413F-HRTimeline
PLANWISER FINANCIAL, LLC48,080$2.97M2.69%13F-HRTimeline
Symmetry Partners, LLC49,076$2.95M0.41%+1,14213F-HRTimeline
Dynamic Advisor Solutions LLC48,700$2.93M0.1%-159,39013F-HRTimeline
Trilogy Capital Inc.48,405$2.91M0.15%-196,45313F-HRTimeline
WealthCollab, LLC48,223$2.9M1.8%+2,06613F-HRTimeline
Signature Resources Capital Management,…47,799$2.88M2.47%-7213F-HRTimeline
Apeiron RIA LLC47,728$2.87M0.87%-24413F-HRTimeline
GeoWealth Management, LLC46,835$2.82M0.11%-89,72213F-HRTimeline
Armbruster Capital Management, Inc.46,740$2.81M0.56%+7,85013F-HRTimeline
REDW Wealth LLC45,467$2.74M1.02%-2,25413F-HRTimeline
Mraz, Amerine & Associates, Inc.45,208$2.73M0.47%+3,43713F-HR/ATimeline
IFP Advisors, Inc44,322$2.67M0.08%-2,94213F-HRTimeline
Trace Wealth Advisors, LLC44,306$2.67M2.38%+2,36513F-HRTimeline
Wedmont Private Capital46,363$2.67M0.14%-7,21413F-HRTimeline
BWM Planning, LLC43,143$2.6M1.1%+1,61913F-HRTimeline
Factor Wealth Management LTD41,869$2.52M0.77%-14013F-HRTimeline
Burk Holdings LLC41,522$2.5M1.89%+3813F-HRTimeline
Atria Investments, Inc41,114$2.47M0.03%+5,45413F-HRTimeline
COMERICA BANK40,126$2.41M0.01%-213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers40,092$2.41M<0.01%+13,75413F-HRTimelineGroup
Prosperity Consulting Group, LLC38,832$2.34M0.18%-1,25713F-HRTimeline
Family Office Research LLC38,018$2.29M1.11%-1813F-HRTimeline
Sprinkle Financial Consultants LLC37,419$2.25M1.43%+7,08613F-HRTimeline
Aurelius Family Office LLC37,022$2.23M1.13%013F-HRTimeline
Canvas Wealth Advisors, LLC37,654$2.22M0.57%+2,77813F-HRTimeline
Equita Financial Network, Inc.36,922$2.22M0.78%-1,46013F-HRTimeline
Mattson Financial Services, LLC35,894$2.16M0.65%+17,62613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC35,717$2.15M0.4%-1,31213F-HRTimeline
Arcadia Wealth Management, Inc.35,346$2.13M1.66%+2,45013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,875$2.1M0.06%+1,03413F-HRTimeline
First National Trust Co34,841$2.1M0.08%+12,49713F-HRTimeline
Transcendent Capital Group LLC34,752$2.09M1.18%+6,40813F-HRTimeline
Crossmark Global Holdings, Inc.34,738$2.09M0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.34,697$2.09M0.13%+1,42613F-HRTimelineGroup
IMA Advisory Services, Inc.34,664$2.09M0.25%+2,28513F-HRTimeline
D'Orazio & Associates, Inc.34,637$2.08M0.32%+9,72513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,971$2.04M<0.01%+2,36513F-HRTimelineGroup
Stone Summit Wealth LLC33,436$2.01M0.68%+1,31613F-HRTimeline
Breakwater Capital Group33,256$2M0.36%+6,62313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC32,482$1.95M1.9%13F-HRTimeline
Grove Bank & Trust31,402$1.89M0.25%-12713F-HRTimeline
SOL Capital Management CO30,948$1.86M0.21%-10,02413F-HRTimeline
CAP Partners, LLC30,598$1.84M1.34%-4,90113F-HRTimeline
Shore Point Advisors, LLC30,432$1.83M0.97%-42513F-HRTimeline
Private Wealth Management Group, LLC30,123$1.81M0.67%+11313F-HRTimeline
Ariadne Wealth Management, LP28,525$1.77M0.93%+33713F-HRTimeline
Holos Integrated Wealth LLC29,048$1.75M1.15%new13F-HRTimeline
Plum Street Advisors, LLC29,034$1.75M0.84%+91013F-HRTimeline
TOWNSQUARE CAPITAL LLC28,550$1.72M0.02%+4,36113F-HRTimeline
Paladin Wealth, LLC28,520$1.72M1.54%+9,66113F-HRTimeline
Magnolia Private Wealth, LLC28,180$1.7M1.43%+3,19313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …27,751$1.68M0.13%-1,41713F-HRTimeline
Tillman Hartley LLC27,951$1.68M0.49%-93613F-HRTimeline
Philip James Wealth Mangement, LLC27,950$1.68M0.2%+8813F-HRTimeline
CoreCap Advisors, LLC27,042$1.63M0.07%+13,81213F-HRTimeline
Allworth Financial LP26,756$1.62M0.01%-1413F-HRTimeline
Navigoe, LLC26,155$1.57M1.36%+6,21413F-HRTimeline
TFB Advisors LLC25,972$1.56M0.45%-1,34013F-HRTimeline
Dogwood Wealth Management LLC25,654$1.54M0.81%-53713F-HRTimeline
AlphaCore Capital LLC25,467$1.53M0.13%new13F-HRTimeline
Prospect Financial Group LLC25,256$1.52M1.94%-1,04313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC25,163$1.51M0.2%+10,45013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC25,076$1.51M1.14%+80413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25,001$1.5M<0.01%-10413F-HRTimelineGroup
Good Life Advisors, LLC24,595$1.48M0.1%-1,11113F-HRTimeline
Seaside Wealth Management, Inc.24,227$1.46M0.52%013F-HRTimeline
Janney Montgomery Scott LLC23,436$1.41M<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.23,155$1.39M0.02%+9,37813F-HRTimeline
Asset Dedication, LLC23,087$1.39M0.11%-1,95813F-HRTimeline
Fortress Wealth Management, Inc.22,776$1.37M0.71%-2,44913F-HRTimeline
Advisory Services Network, LLC22,663$1.36M0.03%-2,69113F-HRTimeline
Evensky & Katz LLC22,539$1.36M0.09%013F-HRTimeline
Cambridge Investment Research Advisors,…22,484$1.35M<0.01%+3,77313F-HRTimeline
PKS Advisory Services, LLC22,402$1.35M0.37%new13F-HRTimeline
Leading Edge Financial Planning LLC22,207$1.34M0.42%-84613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,204$1.34M<0.01%+2,59613F-HRTimelineGroup
Valmark Advisers, Inc.21,875$1.32M0.02%+28713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.21,590$1.3M0.71%+1,18313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,446$1.29M0.01%-8313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC21,423$1.29M0.05%-2,34013F-HRTimeline
Clarity Capital Advisors, LLC21,377$1.29M0.84%+9413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,360$1.29M0.02%+7,72413F-HRTimelineGroup
L.K. Benson & Company, P.C.21,357$1.28M0.89%+5013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,867$1.26M0.02%-4113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,474$1.23M0.01%+13913F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC20,127$1.21M0.79%+40913F-HRTimeline
Signal Advisors Wealth, LLC19,948$1.2M0.12%+1,21813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,452$1.17M0.31%new13F-HRTimeline
Convergence Financial, LLC19,341$1.16M0.23%+1,68013F-HRTimeline
Chris Bulman Inc18,633$1.12M0.71%+7,75813F-HRTimeline
EVOKE WEALTH, LLC18,428$1.11M0.03%+10513F-HRTimeline
Hutchens & Kramer Investment Management…18,155$1.09M0.6%+7,32413F-HRTimeline
SAGE RHINO CAPITAL LLC18,045$1.09M0.25%-9813F-HRTimeline
RVW Wealth, LLC18,028$1.08M0.1%-3,52713F-HRTimeline
Wealthstream Advisors, Inc.17,926$1.08M0.2%+63813F-HRTimeline
CENTRAL TRUST Co17,896$1.08M0.03%+2,32513F-HRTimeline
Brady Martz Wealth Solutions, LLC17,815$1.07M0.24%-3,56413F-HRTimeline
OmniStar Financial Group, Inc.17,430$1.05M0.83%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC17,304$1.04M0.07%-49713F-HRTimeline
LRI Investments, LLC17,186$1.03M0.1%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC17,130$1.03M0.29%+1,04413F-HRTimeline
World Investment Advisors16,918$1.02M0.03%+6,00713F-HRTimeline
NWAM LLC16,831$1.01M0.09%+88713F-HRTimeline
IEQ CAPITAL, LLC16,717$1.01M0.01%+90713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,541$995K0.04%+8,82313F-HRTimelineGroup
Eaton-Cambridge Inc.16,132$971K0.42%+11,13113F-HRTimeline
Lakeridge Wealth Management LLC15,939$959K0.48%+52313F-HRTimeline
MOTCO15,891$956K0.1%+2,83313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC15,660$942K0.47%-10913F-HRTimeline
FMR LLCin group FMR LLC15,487$932K<0.01%-15,13513F-HRTimelineGroup
Cetera Trust Company, N.A15,357$924K0.59%013F-HRTimeline
Herold Advisors, Inc.15,178$913K0.2%+3,01713F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,949$899K0.2%+2,77413F-HRTimeline
Allodium Investment Consultants, LLC14,930$898K0.66%-1,26713F-HRTimeline
Clarity Wealth Development LLC14,720$891K0.99%-94013F-HRTimeline
Vannoy Advisory Group, Inc.14,590$878K0.65%013F-HRTimeline
Centerpoint Advisory Group14,502$873K0.86%-2,06113F-HRTimeline
BCR Wealth Strategies, LLC13,986$841K0.37%-98713F-HRTimeline
FMB WEALTH MANAGEMENT13,816$831K0.46%+1113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,283$830K<0.01%013F-HR/ATimelineGroup
Hoxton Planning & Management, LLC13,642$821K0.31%013F-HRTimeline
Activest Wealth Management13,625$820K0.22%+95513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,372$805K0.19%-13713F-HRTimeline
Integrity Investment Advisors, LLC13,005$783K0.71%13F-HRTimeline
Clearwater Capital Advisors, LLC12,592$758K0.07%-2,66713F-HRTimeline
COZAD ASSET MANAGEMENT INC12,450$749K0.07%+1,90513F-HRTimeline
PCG Wealth Advisors, LLC12,341$743K0.26%+35613F-HRTimeline
Verdence Capital Advisors LLC12,303$740K0.06%-23213F-HRTimeline
Betterment LLC12,285$739K<0.01%-1,37213F-HRTimeline
Compound Planning, Inc.12,206$734K0.03%new13F-HRTimeline
Telos Capital Management, Inc.12,130$730K0.08%+1,17013F-HRTimeline
Rialto Wealth Management, LLC12,054$725K0.23%+58913F-HRTimeline
Wealthfront Advisers LLC12,005$722K<0.01%+5,41113F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,994$722K0.02%013F-HRTimeline
Foster Victor Wealth Advisors, LLC12,507$719K0.06%new13F-HRTimeline
Creative Capital Management Investments…11,852$713K0.28%013F-HRTimeline
LAM GROUP, INC.11,725$705K0.52%-1,60013F-HRTimeline
DBK Financial Counsel, LLC11,591$697K0.7%+1,28313F-HRTimeline
Seed Wealth Management, Inc.11,580$697K0.57%+1,20013F-HRTimeline
Dentgroup LLC11,573$696K0.52%-32813F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,242$676K0.24%+1,07213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …11,036$669K0.05%+3,04913F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.11,034$664K0.32%-71,41413F-HRTimeline
Glenview Trust Co10,873$654K0.01%+1313F-HR/ATimeline
HMV Wealth Advisors, LLC10,855$653K0.52%new13F-HRTimeline
Fortis Group Advisors, LLC10,565$636K0.12%new13F-HRTimeline
Pacific Asset Management, LLC10,550$635K0.57%+1,02513F-HRTimeline
Hardin Capital Partners, LLC10,540$634K0.39%+22513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,529$634K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC10,477$630K0.02%-71113F-HRTimeline
Ausdal Financial Partners, Inc.10,292$619K0.05%-1,23313F-HRTimeline
Atlas Wealth LLC10,192$613K0.24%013F-HRTimeline
Sensible Money, LLC10,064$606K0.26%013F-HRTimeline
Callan Family Office, LLC10,000$602K0.05%new13F-HRTimeline
MB Generational Wealth, LLC9,923$597K0.45%+1,18513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,994$591K0.02%-2,95813F-HRTimelineGroup
Harbor Group, Inc.9,675$582K0.12%new13F-HRTimeline
Sunpointe, LLC9,510$572K0.3%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,314$560K0.3%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,267$558K0.03%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,176$552K0.23%-65713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,153$551K0.03%+2,28613F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC9,109$548K0.44%+2,46013F-HRTimeline
Haverford Financial Services, Inc.8,855$533K0.16%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,664$521K0.01%new13F-HRTimelineGroup
Lion Street Advisors, LLC8,649$520K0.17%+25313F-HRTimeline
Ruedi Wealth Management, Inc.8,544$514K0.16%+1,17913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,505$512K<0.01%-2713F-HRTimelineGroup
Quantinno Capital Management LP8,464$509K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.8,343$502K0.34%+24313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,322$501K0.13%+7513F-HRTimelineGroup
Orion Capital Management LLC8,295$499K0.21%-1,12613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,276$498K0.01%-4,66713F-HRTimeline
GRIES FINANCIAL LLC8,187$493K0.1%new13F-HRTimeline
Sovran Advisors, LLC8,413$489K0.06%+2,42013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,028$483K0.01%+9913F-HRTimeline
Atria Wealth Solutions, Inc.7,591$457K0.01%-94013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,554$455K0.1%+55413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,452$448K0.03%+3913F-HRTimeline
Freedom Investment Management, Inc.7,379$444K0.04%new13F-HRTimeline
Abacus Planning Group, Inc.7,261$437K0.08%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,200$433K<0.01%-6,00013F-HRTimeline