Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

SHS (fund)

665 managers (674 13F filers) reported a position in AVEM shares at 2025-09-30, 162,963,654 shares in all. 119 filers opened a position and 24 filers sold out during the quarter.

Managers
665
13F filers
674
New
119
Added
310
Reduced
163
Sold out
24
Shares held by filers
162,963,654

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cherry Tree Wealth Management, LLC73,681$5.53M1.21%+4,10313F-HRTimeline
U.S. Capital Wealth Advisors, LLC73,234$5.5M0.15%+61,19113F-HRTimeline
Summit Wealth Partners, LLC73,106$5.49M0.99%+2,79913F-HRTimeline
Kings Path Partners LLC71,700$5.39M1.98%+4,76113F-HRTimeline
HTG Investment Advisors, Inc.70,817$5.32M1.79%+1,58913F-HRTimeline
Physician Wealth Solutions Inc.70,602$5.3M2.32%+43813F-HRTimeline
Sequoia Financial Advisors, LLC70,408$5.29M0.03%-4,87313F-HRTimeline
Kelman-Lazarov, Inc.70,063$5.26M0.78%-2,24713F-HRTimeline
Great Point Wealth Advisors, LLC69,267$5.2M0.98%13F-HRTimeline
Gateway Wealth Partners, LLC69,179$5.2M0.7%+3,35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,917$5.18M0.01%-76,93713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,797$5.17M0.01%+16,36013F-HRTimelineGroup
Global Strategic Investment Solutions, …67,881$5.1M0.51%-18513F-HRTimeline
Mraz, Amerine & Associates, Inc.67,503$5.07M0.79%+14,06613F-HRTimeline
Level Financial Advisors67,225$5.05M1.42%-53113F-HRTimeline
IAG Wealth Partners, LLC65,653$4.93M0.59%+2,92913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management65,649$4.93M0.06%+8,13513F-HRTimelineGroup
Lakeridge Wealth Management LLC65,510$4.92M2.19%+5,94413F-HRTimeline
INVENIO WEALTH PARTNERS LLC65,398$4.91M1.79%new13F-HRTimeline
Grove Bank & Trust65,375$4.91M0.57%+10,41113F-HRTimeline
Horst & Graben Wealth Management LLC64,896$4.87M0.74%new13F-HRTimeline
Chris Bulman Inc64,436$4.84M2.42%+10,93313F-HRTimeline
Magnolia Private Wealth, LLC90,472$4.79M3.52%+35,73213F-HRTimeline
Chicago Partners Investment Group LLC60,944$4.75M0.12%-9,59513F-HRTimeline
JNBA Financial Advisors62,637$4.7M0.43%-6,08413F-HRTimeline
Financial Symmetry Inc62,057$4.66M2.09%-1,76613F-HRTimeline
Strategic Blueprint, LLC61,619$4.63M0.2%+4,02513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC61,049$4.59M0.36%new13F-HRTimeline
Cambridge Investment Research Advisors,…60,429$4.54M0.01%+30,78813F-HRTimeline
REDW Wealth LLC60,144$4.52M1.71%+12,63913F-HRTimeline
Capasso Planning Partners LLC59,594$4.48M2.79%-1,04713F-HRTimeline
ARQ WEALTH ADVISORS, LLC59,591$4.48M1.32%-13,89613F-HRTimeline
Brown Financial Advisors58,820$4.42M1.63%+75913F-HRTimeline
WorthPointe, LLC57,934$4.35M1.63%+1,33213F-HRTimeline
Savvy Advisors, Inc.57,263$4.3M0.2%new13F-HRTimeline
Waterfront Wealth Inc.56,411$4.29M0.88%+1,55513F-HRTimeline
Perigon Wealth Management, LLC56,974$4.28M0.09%-1,22813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,843$4.27M<0.01%+25,84413F-HRTimelineGroup
Peak Asset Management, LLC56,518$4.25M0.74%+11813F-HRTimeline
BWM Planning, LLC56,109$4.21M1.25%+2,22313F-HRTimeline
Apeiron RIA LLC53,856$4.06M0.91%+6,29213F-HRTimeline
Signature Resources Capital Management,…53,253$4M2.19%+3,22213F-HRTimeline
Wedmont Private Capital52,314$3.97M0.15%+2113F-HRTimeline
One Wealth Advisors, LLC52,269$3.93M0.49%new13F-HRTimeline
Allworth Financial LP52,091$3.91M0.02%+25,34413F-HRTimeline
Lifestyle Asset Management, Inc.52,044$3.91M1.33%new13F-HRTimeline
Sterneck Capital Management, LLC51,981$3.9M1.82%-5,64013F-HRTimeline
Armbruster Capital Management, Inc.51,569$3.87M0.66%+1,98013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51,062$3.84M0.32%+75113F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC50,793$3.82M1.34%new13F-HRTimeline
WealthCollab, LLC50,367$3.78M1.74%+1,74413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC50,309$3.78M3.19%-2,19313F-HRTimeline
CoreFirst Bank & Trust50,029$3.76M2.03%-46913F-HRTimeline
GeoWealth Management, LLC49,981$3.75M0.14%+2,28413F-HRTimeline
Philip James Wealth Mangement, LLC49,430$3.71M0.43%+20,88713F-HRTimeline
CFS Investment Advisory Services, LLC48,091$3.71M0.28%new13F-HRTimeline
COMERICA BANK49,424$3.71M0.01%+9,82613F-HRTimeline
Burk Holdings LLC48,401$3.64M1.94%-40013F-HRTimeline
Hutchens & Kramer Investment Management…48,111$3.61M1.42%+11,23413F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC47,795$3.59M3.35%-2,58813F-HRTimeline
CENTRAL TRUST Co47,698$3.58M0.07%+21,68213F-HRTimeline
POM Investment Strategies, LLC47,217$3.55M1.93%+6,69713F-HRTimeline
Factor Wealth Management LTD47,015$3.53M0.88%+3,57513F-HRTimeline
Breakwater Capital Group45,744$3.44M0.51%+11,10813F-HRTimeline
ORBA Wealth Advisors, L.L.C.45,405$3.41M2.81%+1,34713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,913$3.37M0.04%new13F-HRTimelineGroup
PLANWISER FINANCIAL, LLC43,025$3.36M2.67%+34,41913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.44,482$3.34M0.18%new13F-HRTimelineGroup
Canvas Wealth Advisors, LLC43,752$3.33M0.61%-1,63713F-HRTimeline
Dynamic Advisor Solutions LLC43,628$3.28M0.1%+38013F-HRTimeline
AlphaCore Capital LLC41,987$3.15M0.11%+1,00513F-HRTimeline
Pacific Life Fund Advisors LLC41,920$3.15M0.32%+18,61613F-HRTimeline
First National Trust Co41,564$3.12M0.11%+93013F-HRTimeline
Brady Martz Wealth Solutions, LLC40,795$3.06M0.56%-39613F-HRTimeline
OmniStar Financial Group, Inc.40,743$3.06M1.85%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,390$3.03M0.06%+2,90513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC40,346$3.03M0.35%+6,02413F-HRTimeline
Family Office Research LLC40,116$3.01M1.32%-16413F-HRTimeline
NorthStar Asset Management LLC /NJ/39,224$2.95M1.41%+4,43613F-HRTimeline
Ashton Thomas Private Wealth, LLC39,140$2.94M0.08%+16,29513F-HRTimeline
Arcadia Wealth Management, Inc.38,878$2.92M1.77%+2,01113F-HRTimeline
Harbor Group, Inc.38,517$2.89M0.46%+16,24113F-HRTimeline
Laird Norton Wetherby Wealth Management…37,695$2.83M0.12%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC37,316$2.8M1.73%+3,10313F-HRTimeline
White Pine Investment CO37,259$2.8M0.66%new13F-HRTimeline
Financial Engines Advisors L.L.C.36,585$2.75M0.01%+1,28613F-HRTimeline
Tillman Hartley LLC36,455$2.74M0.71%+8,38513F-HRTimeline
Parallel Advisors, LLC36,371$2.73M0.05%new13F-HRTimeline
AE Wealth Management LLC36,142$2.71M0.02%+31,49713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC36,070$2.71M0.43%+1,20213F-HRTimeline
CoreCap Advisors, LLC36,067$2.71M0.1%+3,45013F-HRTimeline
WEDBUSH SECURITIES INC35,341$2.65M0.09%new13F-HRTimeline
Prosperity Consulting Group, LLC35,258$2.65M0.13%-2,72613F-HRTimeline
Janney Montgomery Scott LLC35,109$2.64M0.01%+5,28613F-HRTimeline
Sprinkle Financial Consultants LLC35,020$2.63M1.47%+76513F-HRTimeline
IMA Advisory Services, Inc.34,409$2.58M0.26%-23213F-HRTimeline
Aurelius Family Office LLC34,322$2.58M1.15%-92713F-HRTimeline
Mattson Financial Services, LLC34,172$2.57M0.61%-5513F-HRTimeline
Equita Financial Network, Inc.33,776$2.54M0.86%-8313F-HRTimeline
Ariadne Wealth Management, LP32,632$2.53M1.13%+4,59013F-HRTimeline
Stone Summit Wealth LLC33,423$2.51M0.71%-94813F-HRTimeline
Trilogy Capital Inc.33,320$2.5M0.12%-4,92513F-HRTimeline
Crossmark Global Holdings, Inc.32,963$2.48M0.04%-5313F-HRTimeline
Advisory Services Network, LLC32,464$2.44M0.04%+8,42413F-HRTimeline
Navigoe, LLC32,351$2.43M1.55%+1,43213F-HRTimeline
Paladin Wealth, LLC32,318$2.43M1.76%+3,11813F-HRTimeline
CAP Partners, LLC32,238$2.42M1.37%-19713F-HRTimeline
Global Retirement Partners, LLC32,051$2.41M0.05%+12,98813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,824$2.39M<0.01%-1,52613F-HRTimelineGroup
Transcendent Capital Group LLC31,562$2.37M1.06%-55313F-HRTimeline
Symmetry Partners, LLC30,876$2.32M0.25%-1,67513F-HRTimeline
HMV Wealth Advisors, LLC30,870$2.32M1.28%-1,94013F-HRTimeline
MAI Capital Management30,706$2.31M0.01%+26,36213F-HRTimeline
Shore Point Advisors, LLC30,579$2.3M1.02%-22713F-HRTimeline
Plum Street Advisors, LLC30,424$2.29M0.88%+36013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,324$2.28M<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC30,289$2.28M0.19%+5,20713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,428$2.22M+8,433Timeline
Sagace Wealth Management LLC29,469$2.21M1.51%new13F-HRTimeline
Holos Integrated Wealth LLC29,811$2.18M1.28%+26113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,889$2.17M0.06%+4,34413F-HRTimelineGroup
Maia Wealth LLC27,436$2.14M0.36%new13F-HRTimeline
IFP Advisors, Inc28,309$2.13M0.06%+1,76813F-HR/ATimeline
SOL Capital Management CO28,221$2.12M0.19%-1,97713F-HRTimeline
Private Wealth Management Group, LLC28,007$2.1M0.58%-1,85813F-HRTimeline
KEB ASSET MANAGEMENT, LLC27,772$2.09M0.47%+7313F-HRTimeline
Vertex Planning Partners, LLC27,712$2.08M0.4%new13F-HRTimeline
Sharkey, Howes & Javer27,675$2.08M0.27%new13F-HRTimeline
Seaside Wealth Management, Inc.27,572$2.07M0.61%+40613F-HRTimeline
Betterment LLC27,468$2.06M<0.01%+1,79613F-HRTimeline
Prospect Financial Group LLC27,247$2.05M2%+1,74513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,173$2.04M<0.01%+2,63313F-HRTimelineGroup
Symphony Financial, Ltd. Co.27,198$2.04M0.25%+6,50813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,940$2.02M0.63%+4,19213F-HRTimeline
Centennial Wealth Advisory LLC26,705$2.01M0.56%+8,70713F-HRTimeline
Mayflower Financial Advisors, LLC26,389$1.98M0.25%new13F-HRTimeline
World Investment Advisors26,042$1.96M0.04%+1,87113F-HRTimeline
NWAM LLC25,357$1.95M0.11%+5,75313F-HR/ATimeline
WEALTHGARDEN F.S. LLC24,871$1.92M1.37%new13F-HRTimeline
Outbound Financial Inc24,624$1.85M1.51%-11913F-HRTimeline
QUARRY HILL ADVISORS, LLC24,554$1.84M0.95%+5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,426$1.83M0.01%+1,75613F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,402$1.83M1.24%-30013F-HRTimeline
Asset Dedication, LLC24,378$1.83M0.12%-70213F-HRTimeline
Hobbs Wealth Management, LLC24,269$1.82M1.53%new13F-HRTimeline
Quantinno Capital Management LP24,119$1.81M<0.01%+9,38413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,081$1.81M0.02%+1,71913F-HRTimelineGroup
Glenview Trust Co24,049$1.81M0.03%+13,18913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,719$1.78M0.1%-2,86013F-HRTimeline
Evensky & Katz LLC23,698$1.78M0.1%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC23,606$1.77M0.34%-1,24913F-HRTimeline
PKS Advisory Services, LLC23,512$1.77M0.37%-1,24113F-HRTimeline
TFB Advisors LLC23,706$1.76M0.51%+11313F-HRTimeline
Dogwood Wealth Management LLC22,698$1.7M0.78%-61513F-HRTimeline
Clarity Capital Advisors, LLC22,624$1.7M0.93%+54113F-HRTimeline
Slagle Financial, LLC22,521$1.69M0.62%-3,41413F-HRTimeline
Advyzon Investment Management, LLC22,439$1.69M0.29%+15,86713F-HRTimeline
FMB WEALTH MANAGEMENT22,340$1.68M0.71%+39113F-HRTimeline
BLVD Private Wealth, LLC22,145$1.66M1.43%+52813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,116$1.66M0.01%+14413F-HRTimelineGroup
Atria Investments, Inc22,059$1.66M0.02%+6,10413F-HRTimeline
Signal Advisors Wealth, LLC21,774$1.64M0.15%+2,01513F-HRTimeline
Wealth Management Partners, LLC21,230$1.59M0.51%-39513F-HRTimeline
Rialto Wealth Management, LLC21,015$1.58M0.41%+1,45713F-HRTimeline
L.K. Benson & Company, P.C.20,807$1.56M0.84%-75713F-HRTimeline
Wealthstream Advisors, Inc.20,792$1.56M0.24%+1,40313F-HRTimeline
Leading Edge Financial Planning LLC20,726$1.56M0.39%-1,11113F-HRTimeline
Dunhill Financial, LLC20,672$1.56M0.41%new13F-HRTimeline
Aerodigm Wealth, LLC20,467$1.55M0.65%013F-HRTimeline
MB Generational Wealth, LLC20,396$1.53M0.97%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.20,213$1.52M0.02%new13F-HRTimeline
Fortress Wealth Management, Inc.19,924$1.5M0.67%-2,90013F-HRTimeline
Petros Family Wealth, LLC19,704$1.48M1.24%+96913F-HRTimeline
Valmark Advisers, Inc.19,592$1.47M0.02%-69513F-HRTimeline
MOTCO19,162$1.44M0.13%-13313F-HRTimeline
Ullmann Wealth Partners Group, LLC18,668$1.4M0.15%new13F-HRTimeline
EVOKE WEALTH, LLC18,472$1.39M0.03%013F-HRTimeline
SAGE RHINO CAPITAL LLC18,064$1.36M0.26%013F-HRTimeline
Eaton-Cambridge Inc.17,875$1.34M0.47%-37613F-HRTimeline
Integrity Investment Advisors, LLC17,565$1.32M0.87%+3,04413F-HRTimeline
Wealthfront Advisers LLC17,272$1.3M<0.01%+4,04113F-HRTimeline
Clear Creek Financial Management, LLC17,265$1.3M0.11%+8,86313F-HRTimeline
LRI Investments, LLC17,186$1.29M0.11%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,147$1.29M0.23%new13F-HRTimeline
Gen-Wealth Partners Inc16,963$1.27M0.43%new13F-HRTimeline
Tradition Wealth Management, LLC16,952$1.27M0.09%new13F-HRTimeline
A4 Wealth Advisors LLC16,917$1.27M1.07%13F-HRTimeline
IEQ CAPITAL, LLC16,726$1.26M<0.01%013F-HRTimeline
Herold Advisors, Inc.16,699$1.25M0.29%+2,53713F-HRTimeline
Ruedi Wealth Management, Inc.16,373$1.23M0.34%013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,228$1.22M0.07%-99513F-HRTimeline
FineMark National Bank & Trust16,158$1.21M0.04%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC16,111$1.21M0.1%+1,90113F-HRTimeline
RVW Wealth, LLC16,106$1.21M0.09%-7413F-HRTimeline
Allodium Investment Consultants, LLC16,025$1.2M0.68%+72513F-HRTimeline
Cetera Trust Company, N.A15,357$1.15M0.65%013F-HRTimeline
Centerpoint Advisory Group15,152$1.14M0.89%+81113F-HRTimeline
Clarity Wealth Development LLC14,308$1.12M1.01%-41213F-HRTimeline
Vannoy Advisory Group, Inc.14,590$1.1M0.72%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC14,503$1.09M0.47%-1,09513F-HRTimeline