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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

573 managers (584 13F filers) reported a position in AVEM shares at 2025-06-30, 152,101,989 shares in all. 60 filers opened a position and 35 filers sold out during the quarter.

Managers
573
13F filers
584
New
60
Added
316
Reduced
152
Sold out
35
Shares held by filers
152,101,989

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kings Path Partners LLC66,939$4.59M1.85%+7,57113F-HRTimeline
Annandale Capital, LLC66,433$4.55M0.84%-55013F-HRTimeline
Gateway Wealth Partners, LLC65,829$4.51M0.86%+7,24113F-HRTimeline
ShoreHaven Wealth Partners, LLC65,288$4.47M1.83%new13F-HRTimeline
Strategic Financial Concepts, LLC64,553$4.42M0.62%+4,06213F-HRTimeline
ARQ WEALTH ADVISORS, LLC73,487$4.42M1.52%013F-HRTimeline
Financial Symmetry Inc63,823$4.37M2.26%+1,80413F-HRTimeline
IAG Wealth Partners, LLC62,724$4.3M0.57%-11,11013F-HRTimeline
Capasso Planning Partners LLC60,641$4.16M2.35%-43,00313F-HRTimeline
Lakeridge Wealth Management LLC59,566$4.08M1.88%+43,62713F-HRTimeline
Perigon Wealth Management, LLC58,202$3.99M0.09%+4,09013F-HRTimeline
Brown Financial Advisors58,061$3.98M1.55%-1,68213F-HRTimeline
Sterneck Capital Management, LLC57,621$3.95M2%+4,61513F-HRTimeline
Strategic Blueprint, LLC57,594$3.95M0.19%+3,72413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management57,514$3.94M0.05%+36,15413F-HRTimelineGroup
EP Wealth Advisors, LLC57,064$3.91M0.03%-37913F-HRTimeline
WorthPointe, LLC56,602$3.88M1.63%-6,78813F-HRTimeline
Peak Asset Management, LLC56,400$3.87M0.71%+1,94013F-HRTimeline
Grove Bank & Trust54,964$3.77M0.47%+23,56213F-HRTimeline
Waterfront Wealth Inc.54,856$3.76M0.84%+78513F-HRTimeline
Magnolia Private Wealth, LLC54,740$3.75M2.91%+26,56013F-HRTimeline
Parkworth Wealth Management, Inc.54,519$3.74M2.7%+1,41613F-HRTimeline
BWM Planning, LLC53,886$3.69M1.27%+10,74313F-HRTimeline
Chris Bulman Inc53,503$3.67M2.09%+34,87013F-HRTimeline
Mraz, Amerine & Associates, Inc.53,437$3.66M0.59%+8,22913F-HRTimeline
Wedmont Private Capital52,293$3.6M0.15%+5,93013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC52,502$3.6M3.24%+2,49113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,437$3.59M0.01%+12,34513F-HRTimelineGroup
CoreFirst Bank & Trust50,498$3.46M1.95%+82513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC50,383$3.45M3.47%-9,37113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,311$3.45M0.32%-5413F-HRTimelineGroup
Signature Resources Capital Management,…50,031$3.43M2.08%+2,23213F-HRTimeline
Armbruster Capital Management, Inc.49,589$3.4M0.62%+2,84913F-HRTimeline
Burk Holdings LLC48,801$3.34M2.09%+7,27913F-HRTimeline
WealthCollab, LLC48,623$3.33M1.87%+40013F-HRTimeline
GeoWealth Management, LLC47,697$3.27M0.13%+86213F-HRTimeline
Apeiron RIA LLC47,564$3.26M0.84%-16413F-HRTimeline
REDW Wealth LLC47,505$3.26M1.29%+2,03813F-HRTimeline
Canvas Wealth Advisors, LLC45,389$3.17M0.63%+7,73513F-HRTimeline
ORBA Wealth Advisors, L.L.C.44,058$3.02M2.75%-29,13813F-HRTimeline
Factor Wealth Management LTD43,440$2.98M0.82%+1,57113F-HRTimeline
Dynamic Advisor Solutions LLC43,248$2.96M0.09%-5,45213F-HRTimeline
Brady Martz Wealth Solutions, LLC41,191$2.82M0.55%+23,37613F-HRTimeline
AlphaCore Capital LLC40,982$2.81M0.11%+15,51513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC40,666$2.79M<0.01%+33,58413F-HRTimelineGroup
First National Trust Co40,634$2.79M0.1%+5,79313F-HRTimeline
POM Investment Strategies, LLC40,520$2.78M1.99%+40,09413F-HRTimeline
Family Office Research LLC40,280$2.76M1.31%+2,26213F-HRTimeline
COMERICA BANK39,598$2.71M0.01%-52813F-HRTimeline
Trilogy Capital Inc.38,245$2.62M0.13%-10,16013F-HRTimeline
Prosperity Consulting Group, LLC37,984$2.6M0.19%-84813F-HRTimeline
Laird Norton Wetherby Wealth Management…37,695$2.58M0.12%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,485$2.57M0.06%+2,61013F-HRTimeline
Hutchens & Kramer Investment Management…36,877$2.53M1.16%+18,72213F-HRTimeline
Arcadia Wealth Management, Inc.36,867$2.53M1.72%+1,52113F-HRTimeline
Financial Engines Advisors L.L.C.35,299$2.42M<0.01%-14,93313F-HRTimeline
Aurelius Family Office LLC35,249$2.42M1.14%-1,77313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,000$2.4M<0.01%+27,80013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC34,868$2.39M0.4%-84913F-HRTimeline
NorthStar Asset Management LLC /NJ/34,788$2.38M1.26%+31,10013F-HRTimeline
IMA Advisory Services, Inc.34,641$2.37M0.25%-2313F-HRTimeline
Breakwater Capital Group34,636$2.37M0.39%+1,38013F-HRTimeline
Stone Summit Wealth LLC34,371$2.36M0.73%+93513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC34,322$2.35M0.29%+9,15913F-HRTimeline
Sprinkle Financial Consultants LLC34,255$2.35M1.43%-3,16413F-HRTimeline
Mattson Financial Services, LLC34,227$2.35M0.63%-1,66713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC34,213$2.34M1.73%+1,73113F-HRTimeline
Equita Financial Network, Inc.33,859$2.32M0.92%-3,06313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,350$2.29M<0.01%-62113F-HRTimelineGroup
Crossmark Global Holdings, Inc.33,016$2.26M0.04%-1,72213F-HRTimeline
TOWNSQUARE CAPITAL LLC32,836$2.25M0.22%+4,28613F-HRTimeline
HMV Wealth Advisors, LLC32,810$2.25M1.47%+21,95513F-HRTimeline
CoreCap Advisors, LLC32,617$2.24M0.09%+5,57513F-HRTimeline
Symmetry Partners, LLC32,551$2.23M0.27%-16,52513F-HRTimeline
CAP Partners, LLC32,435$2.22M1.4%+1,83713F-HRTimeline
Transcendent Capital Group LLC32,115$2.2M1.13%-2,63713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,999$2.12M<0.01%+8,79513F-HRTimelineGroup
Navigoe, LLC30,919$2.12M1.6%+4,76413F-HRTimeline
Shore Point Advisors, LLC30,806$2.11M1.01%+37413F-HRTimeline
Holos Integrated Wealth LLC29,550$2.08M1.25%+50213F-HRTimeline
SOL Capital Management CO30,198$2.07M0.2%-75013F-HRTimeline
Plum Street Advisors, LLC30,064$2.06M0.91%+1,03013F-HRTimeline
Private Wealth Management Group, LLC29,865$2.05M0.68%-25813F-HRTimeline
Janney Montgomery Scott LLC29,823$2.04M0.01%+6,38713F-HRTimeline
Cambridge Investment Research Advisors,…29,641$2.03M0.01%+7,15713F-HRTimeline
Ariadne Wealth Management, LP28,042$2.01M0.96%-48313F-HRTimeline
Paladin Wealth, LLC29,200$2M1.56%+68013F-HRTimeline
Philip James Wealth Mangement, LLC28,543$1.96M0.25%+59313F-HRTimeline
Tillman Hartley LLC28,070$1.92M0.54%+11913F-HRTimeline
KEB ASSET MANAGEMENT, LLC27,699$1.9M0.47%+10,56913F-HRTimeline
Seaside Wealth Management, Inc.27,166$1.86M0.59%+2,93913F-HRTimeline
Allworth Financial LP26,747$1.83M0.01%-913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,579$1.82M0.12%-1,17213F-HR/ATimeline
IFP Advisors, Inc26,541$1.82M0.05%-17,78113F-HRTimeline
CENTRAL TRUST Co26,016$1.78M0.04%+8,12013F-HRTimeline
Slagle Financial, LLC25,935$1.78M0.72%new13F-HRTimeline
Betterment LLC25,672$1.76M<0.01%+13,38713F-HRTimeline
Prospect Financial Group LLC25,502$1.75M1.83%+24613F-HRTimeline
Perennial Investment Advisors, LLC25,082$1.72M0.17%new13F-HRTimeline
Asset Dedication, LLC25,080$1.72M0.12%+1,99313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC24,855$1.7M0.38%+5,40313F-HRTimeline
PKS Advisory Services, LLC24,753$1.7M0.43%+2,35113F-HRTimeline
Outbound Financial Inc24,743$1.7M1.55%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,702$1.69M1.23%-37413F-HRTimeline
Good Life Advisors, LLC24,627$1.69M0.11%+3213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,545$1.68M0.06%+8,00413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.24,540$1.68M<0.01%-46113F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC24,504$1.68M0.98%+4,37713F-HRTimeline
Advisory Services Network, LLC24,040$1.66M0.03%+1,37713F-HRTimeline
World Investment Advisors24,171$1.66M0.04%+7,25313F-HRTimeline
Evensky & Katz LLC23,698$1.62M0.1%+1,15913F-HRTimeline
TFB Advisors LLC23,593$1.62M0.42%-2,37913F-HRTimeline
Dogwood Wealth Management LLC23,313$1.6M0.78%-2,34113F-HRTimeline
Pacific Life Fund Advisors LLC23,304$1.6M0.17%-26,12513F-HRTimeline
Ashton Thomas Private Wealth, LLC22,845$1.57M0.06%+1,42213F-HRTimeline
Fortress Wealth Management, Inc.22,824$1.56M0.75%+4813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.22,748$1.56M0.74%+1,15813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,670$1.55M0.01%+2,19613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,362$1.53M0.02%+1,49513F-HRTimelineGroup
Harbor Group, Inc.22,276$1.53M0.27%+12,60113F-HRTimeline
Clarity Capital Advisors, LLC22,083$1.51M0.88%+70613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,972$1.51M0.01%+52613F-HRTimelineGroup
FMB WEALTH MANAGEMENT21,949$1.5M0.72%+8,13313F-HRTimeline
Leading Edge Financial Planning LLC21,837$1.5M0.42%-37013F-HRTimeline
BLVD Private Wealth, LLC21,617$1.48M1.4%13F-HRTimeline
L.K. Benson & Company, P.C.21,564$1.48M0.91%+20713F-HRTimeline
Wealth Management Partners, LLC21,625$1.48M0.52%-77,19513F-HRTimeline
Symphony Financial, Ltd. Co.20,690$1.43M0.19%new13F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,995$1.42M+8,959Timeline
Aerodigm Wealth, LLC20,467$1.4M0.67%new13F-HRTimeline
Valmark Advisers, Inc.20,287$1.39M0.02%-1,58813F-HRTimeline
Convergence Financial, LLC20,167$1.38M0.24%+82613F-HRTimeline
NWAM LLC19,604$1.36M0.08%+2,77313F-HR/ATimeline
Signal Advisors Wealth, LLC19,759$1.35M0.11%-18913F-HRTimeline
Rialto Wealth Management, LLC19,558$1.34M0.37%+7,50413F-HRTimeline
MOTCO19,295$1.33M0.13%+3,40413F-HRTimeline
Wealthstream Advisors, Inc.19,389$1.33M0.22%+1,46313F-HRTimeline
Global Retirement Partners, LLC19,063$1.31M0.03%13F-HRTimeline
Petros Family Wealth, LLC18,735$1.28M1.17%new13F-HRTimeline
EVOKE WEALTH, LLC18,472$1.27M0.03%+4413F-HRTimeline
Eaton-Cambridge Inc.18,251$1.25M0.47%+2,11913F-HRTimeline
SAGE RHINO CAPITAL LLC18,064$1.24M0.26%+1913F-HRTimeline
Centennial Wealth Advisory LLC17,998$1.23M0.39%+13,72913F-HRTimeline
SAX WEALTH ADVISORS, LLC17,223$1.18M0.07%-8113F-HRTimeline
LRI Investments, LLC17,186$1.18M0.1%013F-HRTimeline
Compound Planning, Inc.17,013$1.17M0.04%+4,80713F-HRTimeline
IEQ CAPITAL, LLC16,726$1.15M0.01%+913F-HRTimeline
Ruedi Wealth Management, Inc.16,373$1.12M0.33%+7,82913F-HRTimeline
RVW Wealth, LLC16,180$1.11M0.09%-1,84813F-HRTimeline
Atria Investments, Inc15,955$1.09M0.01%-25,15913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC15,598$1.07M0.49%-6213F-HRTimeline
Cetera Trust Company, N.A15,357$1.05M0.63%013F-HRTimeline
Allodium Investment Consultants, LLC15,300$1.05M0.66%+37013F-HRTimeline
LAM GROUP, INC.14,805$1.01M0.68%+3,08013F-HRTimeline
Quantinno Capital Management LP14,735$1.01M<0.01%+6,27113F-HRTimeline
Clarity Wealth Development LLC14,720$1.01M1%013F-HRTimeline
RAM Investment Partners, LLC14,596$1M0.21%+9,52413F-HRTimeline
Vannoy Advisory Group, Inc.14,590$1000K0.69%013F-HRTimeline
Integrity Investment Advisors, LLC14,521$995K0.77%+1,51613F-HRTimeline
VANCE WEALTH, LLC14,413$988K0.33%new13F-HRTimeline
Centerpoint Advisory Group14,341$983K0.85%-16113F-HRTimeline
Activest Wealth Management14,294$980K0.24%+66913F-HRTimeline
COZAD ASSET MANAGEMENT INC14,210$974K0.09%+1,76013F-HR/ATimeline
RESOLUTE WEALTH ADVISOR, INC.12,049$971K0.55%13F-HRTimeline
Herold Advisors, Inc.14,162$971K0.2%-1,01613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,619$933K0.01%+4,95513F-HRTimelineGroup
BCR Wealth Strategies, LLC13,458$922K0.36%-52813F-HRTimeline
Hardin Capital Partners, LLC13,303$913K0.54%+2,76313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,249$908K0.04%+3,98213F-HRTimelineGroup
Wealthfront Advisers LLC13,231$907K<0.01%+1,22613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,101$898K0.2%-27113F-HRTimeline
Pacific Asset Management, LLC12,911$885K0.71%+2,36113F-HRTimeline
LEIGH BALDWIN & CO., LLC12,756$874K0.57%+3,64713F-HRTimeline
Telos Capital Management, Inc.12,605$864K0.09%+47513F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,425$852K1.35%new13F-HRTimeline
DBK Financial Counsel, LLC12,373$848K0.77%+78213F-HRTimeline
EARNED WEALTH ADVISORS, LLC12,164$834K0.16%-2,78513F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,043$825K0.02%+4913F-HRTimeline
Verdence Capital Advisors LLC11,976$821K0.06%-32713F-HRTimeline
Creative Capital Management Investments…11,852$812K0.29%013F-HRTimeline
Seed Wealth Management, Inc.11,580$794K0.59%013F-HRTimeline
Fortis Group Advisors, LLC11,133$770K0.14%+56813F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,129$763K0.24%-11313F-HRTimeline
F&V Capital Management, LLC10,950$751K0.19%new13F-HRTimeline
Glenview Trust Co10,860$744K0.01%-1313F-HRTimeline
Richmond Investment Services, LLC10,704$734K0.15%+4,34513F-HRTimeline
Sovran Advisors, LLC10,481$721K0.08%+2,06813F-HRTimeline
Dentgroup LLC10,423$714K0.5%-1,15013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,229$701K<0.01%-30013F-HRTimelineGroup
Atlas Wealth LLC10,192$700K0.26%013F-HRTimeline
Sensible Money, LLC10,066$690K0.26%+213F-HRTimeline
Summit Trail Advisors, LLC10,000$685K0.01%new13F-HRTimeline
Callan Family Office, LLC10,000$685K0.02%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,908$679K0.34%+59413F-HRTimeline
Orion Capital Management LLC9,710$666K0.25%+1,41513F-HRTimeline
North Ridge Wealth Advisors, Inc.9,640$661K0.41%+1,29713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,575$656K0.18%+1,25313F-HRTimelineGroup
Lion Street Advisors, LLC9,322$639K0.19%+67313F-HRTimeline
Sunpointe, LLC9,306$638K0.25%-20413F-HRTimeline
Hoxton Planning & Management, LLC9,225$632K0.22%-4,41713F-HRTimeline