Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

SHS (fund)

789 managers (801 13F filers) reported a position in AVEM shares at 2025-12-31, 200,905,769 shares in all. 96 filers opened a position and 29 filers sold out during the quarter.

Managers
789
13F filers
801
New
96
Added
401
Reduced
173
Sold out
29
Shares held by filers
200,905,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cypress Point Wealth Management, LLC95,938$7.39M1.61%+4,33313F-HRTimeline
U.S. Capital Wealth Advisors, LLC95,725$7.37M0.19%+22,49113F-HRTimeline
Strategic Blueprint, LLC95,173$7.33M0.43%+33,55413F-HRTimeline
Flagstone Financial Management94,704$7.29M1.87%-1,56913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…94,440$7.27M2.6%+38013F-HRTimeline
Cooper Financial Group93,654$7.21M0.77%new13F-HRTimeline
CURIO WEALTH, LLC93,622$7.2M2.55%+9,04213F-HRTimeline
Financial Futures Ltd Liability Co.93,254$7.18M3.33%-3,57513F-HRTimeline
Bridgewater Advisors Inc.87,552$7.15M0.46%-97613F-HRTimeline
CFS Investment Advisory Services, LLC92,335$7.11M0.52%+44,24413F-HRTimeline
Haven Private, LLC92,150$7.1M3.11%+38913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC91,962$7.08M0.51%+30,91313F-HRTimeline
55 North Private Wealth, LLC91,855$7.07M1.86%13F-HRTimeline
MN Wealth Advisors, LLC91,838$7.07M3.57%+12,67413F-HRTimeline
Collaborative Wealth Managment Inc.90,283$6.95M2.45%+9,16513F-HRTimeline
AllGen Financial Advisors, Inc.89,654$6.91M1.64%+4,44013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC89,596$6.9M2.82%-2,84213F-HRTimeline
WealthPLAN Partners, LLC89,320$6.88M1.03%+5,90813F-HRTimeline
Align Financial, LLC6,858,314$6.86M4.91%13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC81,975$6.79M3.17%+44,65913F-HRTimeline
Broadway Wealth Solutions, Inc.86,652$6.67M3.56%+3413F-HRTimeline
GeoWealth Management, LLC85,829$6.61M0.24%+35,84813F-HRTimeline
INVENIO WEALTH PARTNERS LLC85,299$6.57M2.44%+19,90113F-HRTimeline
D'Orazio & Associates, Inc.84,926$6.54M0.84%+81913F-HRTimeline
CROBAN84,460$6.5M3.13%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC84,071$6.48M1.09%+8,58413F-HRTimeline
Greenspring Advisors, LLC84,061$6.47M0.4%+71,27513F-HRTimeline
Avant Financial Advisors LLC83,312$6.42M4.61%-61713F-HRTimeline
rebel Financial LLC82,407$6.35M2.71%+82,40713F-HRTimeline
Objectivity Squared, LLC82,211$6.33M3.54%+2,29113F-HRTimeline
Ashton Thomas Private Wealth, LLC82,023$6.32M0.15%+42,88313F-HRTimeline
Trace Wealth Advisors, LLC82,006$6.32M4.56%+3513F-HRTimeline
Trellis Wealth Advisors LLC80,844$6.23M2.44%-45013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC80,251$6.18M<0.01%+23,40813F-HRTimelineGroup
Visionary Horizons, LLC79,379$6.11M3.16%-2,32313F-HRTimeline
Wilkerson Advisory Group LLC79,179$6.1M2.15%13F-HRTimeline
Fortitude Family Office, LLC78,919$6.08M1.42%+60813F-HRTimeline
AWM CAPITAL, LLC78,431$6.04M0.55%-26313F-HRTimeline
Midwestern Financial, LLC /IA78,224$6.02M4.98%+3,21013F-HRTimeline
Legacy CG, LLC78,004$6.01M1.68%new13F-HRTimeline
EnRich Financial Partners LLC76,741$5.91M1.61%+1,85013F-HRTimeline
Dunhill Financial, LLC75,052$5.87M1.44%+54,38013F-HRTimeline
Summit Wealth Partners, LLC76,198$5.87M1.08%+3,09213F-HRTimeline
Town Capital LLC75,865$5.84M4.78%13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC70,236$5.84M5.08%13F-HRTimeline
HTG Investment Advisors, Inc.75,432$5.81M1.79%+4,61513F-HRTimeline
Kings Path Partners LLC74,909$5.77M2.02%+3,20913F-HRTimeline
Cherry Tree Wealth Management, LLC74,719$5.75M1.22%+1,03813F-HRTimeline
Telos Capital Management, Inc.74,335$5.73M0.53%+61,52013F-HRTimeline
Physician Wealth Solutions Inc.74,106$5.71M2.42%+3,50413F-HRTimeline
Lakeridge Wealth Management LLC73,358$5.65M2.57%+7,84813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC73,039$5.63M0.1%+32,64913F-HR/ATimeline
Magnolia Private Wealth, LLC72,627$5.59M3.91%-17,84513F-HRTimeline
Chris Bulman Inc72,598$5.59M2.47%+8,16213F-HRTimeline
Quantinno Capital Management LP72,567$5.59M0.01%+48,44813F-HRTimeline
Mraz, Amerine & Associates, Inc.72,483$5.58M0.83%+4,98013F-HRTimeline
EP Wealth Advisors, LLC72,441$5.58M0.03%13F-HRTimeline
Sequoia Financial Advisors, LLC72,356$5.57M0.03%+1,94813F-HRTimeline
REDW Wealth LLC71,760$5.53M2.11%+11,61613F-HRTimeline
Stonehearth Capital Management, LLC71,679$5.52M2.04%new13F-HRTimeline
Global Strategic Investment Solutions, …70,603$5.44M0.53%+2,72213F-HRTimeline
Kelman-Lazarov, Inc.70,326$5.42M0.77%+26313F-HRTimeline
AE Wealth Management LLC70,127$5.4M0.03%+33,98513F-HRTimeline
Gateway Wealth Partners, LLC70,025$5.39M0.6%+84613F-HRTimeline
Grove Bank & Trust69,784$5.37M0.6%+4,40913F-HRTimeline
Great Point Wealth Advisors, LLC68,218$5.25M0.96%-1,04913F-HRTimeline
Level Financial Advisors67,978$5.24M1.38%+75313F-HRTimeline
IAG Wealth Partners, LLC67,625$5.21M0.6%+1,97213F-HRTimeline
CENTRAL TRUST Co67,023$5.16M0.1%+19,32513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management66,604$5.13M0.06%+95513F-HRTimelineGroup
MAI Capital Management66,354$5.11M0.03%+35,64813F-HRTimeline
PW ADVISORS, LLC \ FL65,067$5.01M4.02%13F-HRTimeline
Chicago Partners Investment Group LLC60,235$4.99M0.12%-70913F-HRTimeline
Annandale Capital, LLC64,742$4.99M0.81%-1,46813F-HRTimeline
Waterfront Wealth Inc.59,032$4.9M0.93%+2,62113F-HRTimeline
Apeiron RIA LLC58,169$4.85M0.98%+4,31313F-HRTimeline
Capasso Planning Partners LLC62,778$4.84M2.66%+3,18413F-HRTimeline
46 Peaks LLC61,894$4.77M3.5%13F-HRTimeline
Financial Symmetry Inc61,778$4.76M1.94%-27913F-HRTimeline
White Pine Investment CO61,672$4.75M1.12%+24,41313F-HRTimeline
JNBA Financial Advisors59,182$4.56M0.4%-3,45513F-HRTimeline
Hutchens & Kramer Investment Management…58,492$4.51M1.56%+10,38113F-HRTimeline
Brown Financial Advisors58,354$4.49M1.64%-46613F-HRTimeline
Savvy Advisors, Inc.58,230$4.48M0.14%+96713F-HRTimeline
Factor Wealth Management LTD58,049$4.47M0.97%+11,03413F-HRTimeline
Perigon Wealth Management, LLC57,733$4.45M0.08%+75913F-HRTimeline
WorthPointe, LLC57,439$4.42M1.16%-49513F-HRTimeline
Peak Asset Management, LLC57,144$4.4M0.75%+62613F-HRTimeline
KILNER CAPITAL ADVISORS, LLC57,071$4.4M4.2%13F-HRTimeline
Signature Resources Capital Management,…56,716$4.37M2.21%+3,46313F-HRTimeline
COMERICA BANK56,708$4.37M0.02%+7,28413F-HRTimeline
Frankly Finances, LLC56,438$4.35M4.12%13F-HR/ATimeline
Wedmont Private Capital54,412$4.34M0.15%+2,09813F-HRTimeline
ARQ WEALTH ADVISORS, LLC55,097$4.24M1.15%-4,49413F-HRTimeline
BWM Planning, LLC54,706$4.21M1.13%-1,40313F-HRTimeline
Sterneck Capital Management, LLC54,594$4.2M1.89%+2,61313F-HRTimeline
Ferguson Johnson Wealth Management Inc54,200$4.17M3.47%13F-HRTimeline
WealthCollab, LLC53,687$4.13M1.69%+3,32013F-HRTimeline
Vertex Planning Partners, LLC53,255$4.1M0.95%+25,54313F-HRTimeline
Breakwater Capital Group52,518$4.04M0.56%+6,77413F-HRTimeline
Altar Rock LLC52,287$4.03M4.83%13F-HRTimeline
Armbruster Capital Management, Inc.50,820$3.91M0.66%-74913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,653$3.9M0.33%-40913F-HRTimelineGroup
Lifestyle Asset Management, Inc.50,624$3.9M1.27%-1,42013F-HRTimeline
RETIREMENT GUYS FORMULA LLC50,341$3.88M1.77%-45213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC50,241$3.87M0.42%+9,89513F-HRTimeline
Hobbs Wealth Management, LLC50,154$3.86M3.76%+25,88513F-HRTimeline
Mayflower Financial Advisors, LLC50,144$3.86M0.47%+23,75513F-HRTimeline
CoreCap Advisors, LLC50,065$3.86M0.13%+13,99813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC49,933$3.85M3.03%-37613F-HRTimeline
Sharkey, Howes & Javer49,767$3.83M0.49%+22,09213F-HRTimeline
Philip James Wealth Mangement, LLC49,669$3.83M0.44%+23913F-HRTimeline
POM Investment Strategies, LLC49,192$3.79M1.95%+1,97513F-HRTimeline
CoreFirst Bank & Trust49,050$3.78M2.04%-97913F-HRTimeline
Pursuit Wealth Management LLC49,006$3.77M3.24%13F-HRTimeline
Burk Holdings LLC48,057$3.7M1.77%-34413F-HRTimeline
Canvas Wealth Advisors, LLC47,475$3.66M0.62%+3,72313F-HRTimeline
Maia Wealth LLC42,418$3.65M0.62%+14,98213F-HRTimeline
First National Trust Co47,143$3.63M0.12%+5,57913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC46,832$3.61M0.55%+10,76213F-HRTimeline
Harbor Group, Inc.46,609$3.59M0.54%+8,09213F-HRTimeline
NorthStar Asset Management LLC /NJ/46,582$3.59M1.61%+7,35813F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC45,526$3.51M3.06%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,305$3.49M0.02%+20,87913F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC45,268$3.49M3.25%-2,52713F-HRTimeline
Atria Investments, Inc44,695$3.44M0.04%+22,63613F-HRTimeline
Dynamic Advisor Solutions LLC43,758$3.37M0.11%+13013F-HRTimeline
Parallel Advisors, LLC43,325$3.34M0.06%+6,95413F-HRTimeline
OmniStar Financial Group, Inc.42,178$3.25M1.9%+1,43513F-HRTimeline
FineMark National Bank & Trust42,077$3.24M0.1%+25,91913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,929$3.23M0.12%+31,60313F-HRTimelineGroup
AlphaCore Capital LLC41,778$3.22M0.07%-20913F-HRTimeline
Global Retirement Partners, LLC41,586$3.2M0.06%+9,53513F-HRTimeline
Family Office Research LLC41,381$3.19M1.3%+1,26513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,157$3.17M<0.01%+9,33313F-HRTimelineGroup
Arcadia Wealth Management, Inc.40,717$3.14M1.8%+1,83913F-HRTimeline
Brady Martz Wealth Solutions, LLC39,730$3.06M0.54%-1,06513F-HRTimeline
Adelphi Trust Co39,163$3.02M2.46%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.38,293$2.95M2.56%-7,11213F-HRTimeline
Paladin Wealth, LLC38,269$2.95M2.01%+5,95113F-HRTimeline
McCartney Wealth Management LLC38,194$2.94M2.54%13F-HRTimeline
Advisory Services Network, LLC38,135$2.94M0.04%+5,67113F-HRTimeline
Independence Bank of Kentucky38,102$2.93M0.37%+29,35713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,035$2.93M0.08%+9,14613F-HR/ATimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…37,855$2.92M0.06%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC34,881$2.9M1.91%+10,01013F-HRTimeline
Daviman Financial, LLC37,396$2.88M1.69%13F-HRTimeline
WEDBUSH SECURITIES INC37,212$2.87M0.08%+1,87113F-HRTimeline
Gen-Wealth Partners Inc37,102$2.86M0.92%+20,13913F-HRTimeline
Perennial Investment Advisors, LLC37,018$2.85M0.23%+6,72913F-HRTimeline
Financial Engines Advisors L.L.C.36,907$2.84M0.01%+32213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,161$2.84M+6,733Timeline
Ariadne Wealth Management, LP32,850$2.82M1.17%+21813F-HRTimeline
Tillman Hartley LLC36,653$2.82M0.71%+19813F-HRTimeline
Janney Montgomery Scott LLC36,388$2.8M0.01%+1,27913F-HRTimeline
Lifelong Wealth Advisors, Inc.36,389$2.8M0.75%new13F-HRTimeline
IMA Advisory Services, Inc.36,224$2.79M0.27%+1,81513F-HRTimeline
Andrews Advisory Associates, LLC35,749$2.75M1.46%13F-HRTimeline
Wheels Up Wealth, Inc.35,688$2.75M2.56%13F-HRTimeline
Aurelius Family Office LLC34,297$2.72M1.17%-2513F-HRTimeline
Sprinkle Financial Consultants LLC35,346$2.72M1.38%+32613F-HRTimeline
World Investment Advisors34,136$2.63M0.04%+8,09413F-HR/ATimeline
Equita Financial Network, Inc.33,659$2.59M0.78%-11713F-HRTimeline
Prosperity Consulting Group, LLC33,366$2.57M0.12%-1,89213F-HRTimeline
Symphony Financial, Ltd. Co.33,017$2.55M0.34%+5,81913F-HRTimeline
ARWA LLC33,022$2.54M1.49%13F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.32,737$2.52M2.34%13F-HRTimeline
Stone Summit Wealth LLC32,650$2.51M0.68%-77313F-HRTimeline
Trailhead Planners LLC32,294$2.49M2.44%13F-HRTimeline
CAP Partners, LLC32,293$2.49M1.41%+5513F-HRTimeline
Mattson Financial Services, LLC32,270$2.49M0.58%-1,90213F-HRTimeline
Navigoe, LLC32,232$2.48M1.53%-11913F-HRTimeline
Tradition Wealth Management, LLC32,068$2.47M0.18%+15,11613F-HRTimeline
Shore Point Advisors, LLC83,435$2.42M1.02%+52,85613F-HRTimeline
Trilogy Capital Inc.31,225$2.4M0.11%-2,09513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,113$2.4M<0.01%+3,94013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC30,775$2.37M0.42%+7,16913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.30,112$2.32M0.03%+6,03113F-HRTimelineGroup
HMV Wealth Advisors, LLC30,040$2.31M1.16%-83013F-HRTimeline
RFG Advisory, LLC29,828$2.3M0.04%new13F-HRTimeline
Transcendent Capital Group LLC29,733$2.29M1.04%-1,82913F-HRTimeline
Plum Street Advisors, LLC29,512$2.27M0.81%-91213F-HRTimeline
Glenview Trust Co29,470$2.27M0.04%+5,42113F-HRTimeline
Symmetry Partners, LLC29,223$2.25M0.13%-1,65313F-HRTimeline
Sagace Wealth Management LLC28,943$2.23M1.52%-52613F-HRTimeline
Holos Integrated Wealth LLC28,042$2.21M1.23%-1,76913F-HRTimeline
IFP Advisors, Inc28,429$2.19M0.05%+12013F-HRTimeline
Western Reserve Capital Management, LLC28,373$2.19M2.04%13F-HRTimeline
Centennial Wealth Advisory LLC27,951$2.15M0.57%+1,24613F-HRTimeline
Advyzon Investment Management, LLC27,877$2.15M0.25%+5,43813F-HRTimeline
Betterment LLC27,850$2.15M<0.01%+38213F-HRTimeline
Prospect Financial Group LLC27,830$2.14M1.99%+58313F-HRTimeline
Seaside Wealth Management, Inc.27,638$2.13M0.61%+6613F-HRTimeline
Integrity Investment Advisors, LLC27,507$2.12M1.17%+9,94213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.27,370$2.11M1.04%+27,23113F-HRTimeline
NWAM LLC25,102$2.08M0.12%-25513F-HRTimeline
OpenArc Corporate Advisory, LLC27,007$2.08M0.03%13F-HRTimeline
Private Wealth Management Group, LLC26,880$2.07M0.55%-1,12713F-HRTimeline
SOL Capital Management CO26,787$2.06M0.19%-1,43413F-HRTimeline
Rialto Wealth Management, LLC26,774$2.06M0.49%+5,75913F-HRTimeline