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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

906 managers (920 13F filers) reported a position in AVEM shares at 2026-03-31, 228,247,722 shares in all. 147 filers opened a position and 24 filers sold out during the quarter.

Managers
906
13F filers
920
New
147
Added
457
Reduced
236
Sold out
24
Shares held by filers
228,247,722

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
One Wealth Advisors, LLC124,387$10M1.25%+20,91913F-HRTimeline
Buck Wealth Strategies, LLC123,608$9.96M1.23%+3,88213F-HRTimeline
Tortoise Investment Management, LLC123,355$9.94M0.82%+2,92113F-HRTimeline
NOTTINGHAM ADVISORS, INC.122,890$9.9M1.27%+7,50713F-HRTimeline
Passive Capital Management, LLC.121,494$9.79M2.92%-45613F-HRTimeline
Hamilton Point Investment Advisors, LLC119,980$9.67M1.49%new13F-HRTimeline
EWA, LLC118,153$9.52M2.16%new13F-HRTimeline
Visionary Horizons, LLC117,280$9.45M4.66%+37,90113F-HRTimeline
MJP ASSOCIATES INC /ADV116,188$9.36M1.14%new13F-HRTimeline
Cornerstone Wealth Group, LLC106,066$9.33M0.6%new13F-HRTimeline
CFS Investment Advisory Services, LLC103,313$9.29M0.64%+10,97813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,779$9.25M0.06%+72,47413F-HRTimelineGroup
Dunhill Financial, LLC111,150$8.96M2.11%+36,09813F-HRTimeline
Ashton Thomas Private Wealth, LLC111,066$8.95M0.21%+29,04313F-HRTimeline
Pacific Life Fund Advisors LLC110,805$8.93M1.03%-10,11513F-HRTimeline
55 North Private Wealth, LLC110,752$8.92M2.28%+18,89713F-HRTimeline
BetterWealth, LLC109,104$8.79M1.72%+43213F-HRTimeline
Stonebrook Private Inc.108,371$8.73M1.86%+3,04113F-HRTimeline
Carrera Capital Advisors106,735$8.6M1.32%+7,34813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC106,478$8.58M<0.01%+26,22713F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC106,059$8.55M3.06%+2,85813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK105,965$8.54M1.19%+6,65413F-HRTimelineGroup
Disciplina Capital Management LLC105,563$8.51M0.9%-1,55613F-HRTimeline
Highland Financial Advisors, LLC105,148$8.47M2.24%+3,72913F-HRTimeline
True North Advisors, LLC104,579$8.43M0.96%new13F-HRTimeline
Cooper Financial Group104,351$8.41M0.85%+10,69713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC103,999$8.38M1.89%-1,66613F-HRTimeline
AllGen Financial Advisors, Inc.103,775$8.36M1.98%+14,12113F-HRTimeline
CURIO WEALTH, LLC102,744$8.28M2.83%+9,12213F-HRTimeline
WMG Financial Advisors, LLC102,734$8.28M3.45%-6,73113F-HRTimeline
INTEGRATED WEALTHCARE, LLC102,417$8.25M6.9%+2,95813F-HRTimeline
Collaborative Wealth Managment Inc.101,429$8.17M3.76%+11,14613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…100,488$8.1M2.73%+6,04813F-HRTimeline
Bridgewater Advisors Inc.85,004$8.07M0.48%-2,54813F-HRTimeline
Hudson Capital Management LLC99,128$7.99M2.06%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC99,000$7.98M5.18%-2,30613F-HRTimeline
CENTRAL TRUST Co98,406$7.93M0.16%+31,38313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC98,386$7.93M2.49%-713F-HRTimeline
Legacy CG, LLC97,363$7.85M2.18%+19,35913F-HRTimeline
Cypress Point Wealth Management, LLC96,512$7.78M1.68%+57413F-HRTimeline
Strategic Blueprint, LLC95,800$7.72M0.45%+62713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC94,398$7.61M1.31%+10,32713F-HRTimeline
Financial Futures Ltd Liability Co.93,291$7.52M3.3%+3713F-HRTimeline
Haven Private, LLC93,215$7.51M3.27%+1,06513F-HRTimeline
Align Financial, LLC93,158$7.51M4.27%-6,765,15613F-HRTimeline
D'Orazio & Associates, Inc.92,881$7.48M0.97%+7,95513F-HRTimeline
MN Wealth Advisors, LLC92,366$7.44M3.62%+52813F-HRTimeline
Merit Financial Group, LLC92,143$7.42M0.06%-21,36913F-HRTimeline
Flagstone Financial Management92,032$7.42M1.84%-2,67213F-HRTimeline
WealthPLAN Partners, LLC91,196$7.35M1.42%+1,87613F-HRTimeline
MAI Capital Management89,078$7.18M0.04%+22,72413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC88,967$7.17M2.88%-62913F-HRTimeline
CROBAN87,450$7.05M3.31%+2,99013F-HRTimeline
Avant Financial Advisors LLC86,316$6.96M4.89%+3,00413F-HRTimeline
Broadway Wealth Solutions, Inc.86,094$6.94M3.59%-55813F-HRTimeline
GeoWealth Management, LLC85,645$6.9M0.25%-18413F-HRTimeline
LexAurum Advisors, LLC83,999$6.77M0.88%13F-HRTimeline
Midwestern Financial, LLC /IA83,826$6.75M5.31%+5,60213F-HRTimeline
RIVERSEDGE ADVISORS, LLC82,771$6.67M1.08%new13F-HRTimeline
Quantinno Capital Management LP82,676$6.66M0.01%+10,10913F-HRTimeline
Sylvest Advisors, LLC82,444$6.64M3.53%-13,81613F-HRTimeline
Greenspring Advisors, LLC82,310$6.63M0.4%-1,75113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…81,914$6.6M0.08%new13F-HRTimelineGroup
REDW Wealth LLC81,162$6.54M2.61%+9,40213F-HRTimeline
Telos Capital Management, Inc.80,940$6.52M0.62%+6,60513F-HRTimeline
Trellis Wealth Advisors LLC80,103$6.45M2.46%-74113F-HRTimeline
Magnolia Private Wealth, LLC210,453$6.43M4.29%+137,82613F-HRTimeline
EnRich Financial Partners LLC79,799$6.43M1.71%+3,05813F-HRTimeline
Fortitude Family Office, LLC78,754$6.35M1.43%-16513F-HRTimeline
Trace Wealth Advisors, LLC78,748$6.35M4.76%-3,25813F-HRTimeline
Summit Wealth Partners, LLC78,707$6.34M1%+2,50913F-HRTimeline
Chris Bulman Inc78,557$6.33M2.77%+5,95913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78,309$6.31M0.01%-64,21413F-HRTimelineGroup
AE Wealth Management LLC77,876$6.28M0.03%+7,74913F-HRTimeline
AWM CAPITAL, LLC77,717$6.26M0.57%-71413F-HRTimeline
Wilkerson Advisory Group LLC77,521$6.25M2.15%-1,65813F-HRTimeline
Objectivity Squared, LLC77,473$6.24M3.94%-4,73813F-HRTimeline
Grove Bank & Trust77,182$6.22M0.7%+7,39813F-HRTimeline
Physician Wealth Solutions Inc.77,053$6.21M2.57%+2,94713F-HRTimeline
HTG Investment Advisors, Inc.76,793$6.19M1.77%+1,36113F-HRTimeline
Mraz, Amerine & Associates, Inc.76,662$6.18M0.91%+4,17913F-HRTimeline
Lakeridge Wealth Management LLC75,498$6.08M2.62%+2,14013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC74,700$6.02M0.01%+67,80013F-HRTimeline
Kings Path Partners LLC74,110$5.97M2.05%-79913F-HR/ATimeline
Stonehearth Capital Management, LLC73,775$5.94M2.35%+2,09613F-HRTimeline
EP Wealth Advisors, LLC73,734$5.94M0.03%+1,29313F-HRTimeline
Systelligence, LLC73,529$5.92M1.15%-35,37513F-HRTimeline
rebel Financial LLC73,492$5.92M2.57%-8,91513F-HRTimeline
Financial Symmetry Inc65,469$5.92M2.1%+3,69113F-HRTimeline
Cherry Tree Wealth Management, LLC73,251$5.9M1.25%-1,46813F-HRTimeline
Heritage Family Offices, LLP71,495$5.76M2.55%+60,68013F-HRTimeline
PW ADVISORS, LLC \ FL71,177$5.74M4.3%+6,11013F-HRTimeline
Waterfront Wealth Inc.71,084$5.73M1.05%+12,05213F-HRTimeline
White Pine Investment CO69,558$5.61M1.3%+7,88613F-HRTimeline
Global Strategic Investment Solutions, …69,518$5.6M0.55%-1,08513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management69,493$5.6M0.06%+2,88913F-HRTimelineGroup
IAG Wealth Partners, LLC69,138$5.57M0.62%+1,51313F-HRTimeline
Sequoia Financial Advisors, LLC68,475$5.52M0.03%-3,88113F-HRTimeline
Chicago Partners Investment Group LLC60,302$5.42M0.12%+6713F-HRTimeline
Level Financial Advisors67,193$5.41M1.38%-78513F-HRTimeline
Kelman-Lazarov, Inc.67,140$5.41M0.78%-3,18613F-HRTimeline
Great Point Wealth Advisors, LLC66,983$5.4M1%-1,23513F-HRTimeline
Savvy Advisors, Inc.65,869$5.31M0.14%+7,63913F-HRTimeline
Signature Resources Capital Management,…65,819$5.3M2.51%+9,10313F-HRTimeline
Capasso Planning Partners LLC65,316$5.26M2.84%+2,53813F-HRTimeline
U.S. Capital Wealth Advisors, LLC65,302$5.26M0.13%-30,42313F-HRTimeline
Intentional Wealth Strategies, LLC65,223$5.26M4.89%13F-HRTimeline
Bellecapital International Ltd.64,859$5.23M0.94%new13F-HR/ATimeline
Harbor Group, Inc.64,588$5.2M0.75%+17,97913F-HRTimeline
Activest Wealth Management64,525$5.2M0.91%-49,41413F-HRTimeline
46 Peaks LLC63,996$5.16M3.75%+2,10213F-HRTimeline
Hutchens & Kramer Investment Management…63,064$5.08M1.61%+4,57213F-HRTimeline
Vertex Planning Partners, LLC62,968$5.07M0.99%+9,71313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.62,111$5M0.01%+20,95413F-HRTimelineGroup
Perigon Wealth Management, LLC61,158$4.93M0.09%+3,42513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…61,151$4.93M0.15%+19,22213F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC61,074$4.92M0.6%+10,93013F-HRTimeline
Glenview Trust Co60,913$4.91M0.08%+31,44313F-HRTimeline
Town Capital LLC59,377$4.78M3.87%-16,48813F-HRTimeline
Apeiron RIA LLC58,889$4.75M1.1%+72013F-HRTimeline
Canvas Wealth Advisors, LLC58,430$4.71M0.8%+10,95513F-HRTimeline
Independence Bank of Kentucky58,313$4.7M0.6%+20,21113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC58,191$4.69M0.52%+7,95013F-HRTimeline
Peak Asset Management, LLC58,074$4.68M0.83%+93013F-HRTimeline
Sterneck Capital Management, LLC58,022$4.68M2.1%+3,42813F-HRTimeline
Breakwater Capital Group57,837$4.66M0.62%+5,31913F-HRTimeline
Annandale Capital, LLC57,135$4.6M0.76%-7,60713F-HRTimeline
Frankly Finances, LLC57,033$4.6M4.16%+59513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS56,713$4.57M4.08%13F-HRTimeline
Brown Financial Advisors56,622$4.56M1.73%-1,73213F-HRTimeline
JNBA Financial Advisors56,531$4.56M0.38%-2,65113F-HRTimeline
KILNER CAPITAL ADVISORS, LLC56,312$4.54M4.35%-75913F-HRTimeline
Lifestyle Asset Management, Inc.56,301$4.54M1.48%+5,67713F-HRTimeline
JSF Financial, LLC55,973$4.51M0.88%new13F-HRTimeline
Spectrum Advisors, Inc.55,522$4.47M3.53%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC55,391$4.46M0.8%+29413F-HRTimeline
Andrews Advisory Associates, LLC54,912$4.42M2.33%+19,16313F-HRTimeline
BWM Planning, LLC53,679$4.33M1.14%-1,02713F-HRTimeline
Ferguson Johnson Wealth Management Inc53,632$4.32M3.51%-56813F-HRTimeline
WealthCollab, LLC53,612$4.32M1.78%-7513F-HRTimeline
CoreCap Advisors, LLC53,290$4.29M0.15%+3,22513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding48,397$4.29M+13,236Timeline
Altar Rock LLC52,800$4.25M4.99%+51313F-HRTimeline
Wedmont Private Capital49,230$4.22M0.14%-5,18213F-HRTimeline
Atlanta Consulting Group Advisors, LLC52,232$4.21M0.9%+48,82313F-HRTimeline
Factor Wealth Management LTD52,000$4.19M0.79%-6,04913F-HRTimeline
Janney Montgomery Scott LLC51,440$4.14M0.01%+15,05213F-HRTimeline
Armbruster Capital Management, Inc.51,015$4.11M0.67%+19513F-HRTimeline
NorthStar Asset Management LLC /NJ/50,826$4.1M1.98%+4,24413F-HRTimeline
Burk Holdings LLC50,818$4.09M1.76%+2,76113F-HRTimeline
Hobbs Wealth Management, LLC50,738$4.09M4.05%+58413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK50,184$4.04M0.02%new13F-HRTimelineGroup
Daviman Financial, LLC50,059$4.03M2.39%+12,66313F-HRTimeline
Arete Wealth Advisors, LLC49,769$4.01M0.3%new13F-HR/ATimeline
POINCIANA ADVISORS GROUP, LLC49,702$4.01M3.16%-23113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC48,877$3.94M0.58%+2,04513F-HRTimeline
CoreFirst Bank & Trust48,792$3.93M2.08%-25813F-HRTimeline
WEALTH ALLIANCE, LLC48,781$3.93M0.39%+25,01713F-HRTimeline
Summit Portfolio Management, LTD.48,625$3.92M2.52%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC48,217$3.89M1.79%-2,12413F-HRTimeline
WorthPointe, LLC47,826$3.85M1.05%-9,61313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,787$3.85M0.04%+17,67513F-HRTimelineGroup
Dynamic Advisor Solutions LLC47,667$3.84M0.12%+3,90913F-HRTimeline
First National Trust Co47,183$3.8M0.13%+4013F-HRTimeline
Advisory Services Network, LLC47,164$3.8M0.05%+9,02913F-HRTimeline
M1 Capital Management LLC46,807$3.77M1.74%+42,17813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,196$3.72M0.05%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…45,163$3.64M0.31%-5,49013F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC45,039$3.63M3.37%-22913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC44,766$3.61M3.39%-25,47013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC44,428$3.58M3.37%-1,09813F-HRTimeline
ARWA LLC41,332$3.54M1.75%+8,31013F-HRTimeline
Arcadia Wealth Management, Inc.42,160$3.4M1.84%+1,44313F-HRTimeline
Paladin Wealth, LLC41,808$3.37M2.32%+3,53913F-HRTimeline
Tillman Hartley LLC41,777$3.37M0.85%+5,12413F-HRTimeline
3 FACTOR INDEXING, LLC41,407$3.34M3.15%13F-HRTimeline
Maia Wealth LLC41,347$3.33M0.56%-1,07113F-HRTimeline
AlphaCore Capital LLC41,066$3.31M0.08%-71213F-HRTimeline
Family Office Research LLC41,062$3.31M1.44%-31913F-HRTimeline
Lifelong Wealth Advisors, Inc.39,817$3.21M0.86%+3,42813F-HRTimeline
Gen-Wealth Partners Inc39,677$3.2M1.01%+2,57513F-HRTimeline
Brady Martz Wealth Solutions, LLC39,662$3.2M0.54%-6813F-HRTimeline
Centennial Wealth Advisory LLC39,347$3.17M0.77%+11,39613F-HRTimeline
Steward Partners Investment Advisory, L…39,058$3.15M0.02%+37,64513F-HRTimeline
Kraft, Davis & Associates, LLC34,512$3.11M0.66%new13F-HRTimeline
Advyzon Investment Management, LLC38,443$3.1M0.28%+10,56613F-HRTimeline
Adelphi Trust Co38,361$3.09M2.52%-80213F-HRTimeline
Focus Financial Network, Inc.38,283$3.08M0.11%new13F-HRTimeline
McCartney Wealth Management LLC37,865$3.05M2.57%-32913F-HRTimeline
IMA Advisory Services, Inc.37,456$3.02M0.29%+1,23213F-HRTimeline
XY Planning Network, Inc.36,975$3.01M0.48%+13,99013F-HRTimeline
ACORN CREEK CAPITAL LLC37,077$2.99M1.07%new13F-HRTimeline
Tradition Wealth Management, LLC37,060$2.99M0.21%+4,99213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.36,870$2.97M<0.01%+5,75713F-HRTimelineGroup
Asset Allocation Strategies LLC36,612$2.95M0.52%new13F-HRTimeline
Financial Engines Advisors L.L.C.36,531$2.94M0.01%-37613F-HRTimeline
WEDBUSH SECURITIES INC36,522$2.94M0.09%-69013F-HRTimeline
MGO ONE SEVEN LLC36,456$2.94M0.06%+26,25313F-HRTimeline
Mutual Advisors, LLC36,017$2.9M0.06%+24,92613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC35,777$2.88M0.04%new13F-HRTimelineGroup