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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

507 managers (516 13F filers) reported a position in AVEM shares at 2024-12-31, 115,062,479 shares in all. 49 filers opened a position and 28 filers sold out during the quarter.

Managers
507
13F filers
516
New
49
Added
248
Reduced
120
Sold out
28
Shares held by filers
115,062,479

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MAINSAIL ASSET MANAGEMENT, LLC5,697$335K0.23%+1,98413F-HRTimeline
Austin Asset Management Co Inc5,488$323K0.06%-1,13813F-HRTimeline
Aprio Wealth Management, LLC5,318$313K0.05%-82513F-HRTimeline
Peak Planning Group, LLC5,302$312K0.13%-12213F-HRTimeline
Consolidated Portfolio Review Corp5,010$295K0.05%new13F-HRTimeline
Eaton-Cambridge Inc.5,001$294K0.13%013F-HRTimeline
Decker Retirement Planning Inc.4,998$294K0.17%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,764$280K<0.01%new13F-HRTimeline
Aveo Capital Partners, LLC4,689$276K0.03%+1,31413F-HRTimeline
Compass Ion Advisors, LLC4,662$274K0.03%new13F-HRTimeline
Beverly Hills Private Wealth, LLC4,381$258K0.05%+48313F-HRTimeline
Ifrah Financial Services, Inc.4,371$257K0.07%+11113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,204$247K0.03%-7513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,200$247K0.03%013F-HRTimeline
Squire Investment Management Company, L…4,200$247K0.11%-19613F-HRTimeline
NewSquare Capital LLC4,188$246K0.02%-94113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,188$246K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,175$245K<0.01%+1,65713F-HRTimelineGroup
Milestone Asset Management Group, LLC4,019$236K0.21%13F-HRTimeline
Atlas Brown,Inc.3,857$227K0.08%+25413F-HRTimeline
CogentBlue Wealth Advisors, LLC3,775$222K0.2%13F-HRTimeline
Edge Capital Group, LLC3,766$221K0.01%new13F-HRTimeline
Zhang Financial LLC3,699$217K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,671$216K0.02%+65913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,648$214K0.02%013F-HRTimelineGroup
Investmark Advisory Group LLC3,616$213K0.1%new13F-HRTimeline
Avion Wealth3,610$212K0.05%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,500$206K0.09%013F-HRTimeline
MBE Wealth Management, LLC3,462$204K0.11%new13F-HRTimeline
XY Planning Network, Inc.3,428$202K0.15%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,418$201K<0.01%-1,417,88013F-HRTimelineGroup
Greenspring Advisors, LLC3,412$201K0.04%-3,10013F-HRTimeline
Parkshore Wealth Management, Inc.3,408$200K0.12%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,250$191K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,076$181K0.02%+913F-HRTimeline
WR Wealth Planners, LLC2,361$139K0.04%-55613F-HRTimeline
Global Trust Asset Management, LLC2,311$136K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,265$133K0.01%+51513F-HRTimeline
Wilmington Savings Fund Society, FSB2,231$131K<0.01%013F-HRTimeline
Nemes Rush Group LLC2,225$131K0.02%+1,16213F-HRTimeline
Northwest Capital Management Inc1,808$106K0.05%+4413F-HRTimeline
Steward Partners Investment Advisory, L…1,667$98K<0.01%-41513F-HRTimeline
Tanglewood Legacy Advisors, LLC1,505$88.5K0.04%013F-HRTimeline
First Horizon Advisors, Inc.1,473$86.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,457$85.6K<0.01%-1,60113F-HRTimelineGroup
Smartleaf Asset Management LLC1,337$78.5K0.01%013F-HRTimeline
Operose Advisors LLC1,330$78.2K0.03%+1,17513F-HRTimeline
TFC Financial Management, Inc.1,327$78K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,277$75.1K<0.01%-5,67213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$74.4K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,254$73.7K<0.01%+29113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,250$73.5K<0.01%-16813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,231$73K<0.01%-15,81413F-HRTimelineGroup
SIGNATUREFD, LLC1,117$65.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,105$64.9K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.972$57.1K<0.01%013F-HRTimeline
MAI Capital Management908$53.4K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.840$49.4K0.01%013F-HRTimeline
TruNorth Capital Management, LLC800$47K0.01%013F-HRTimeline
WealthShield Partners, LLC800$47K0.01%013F-HRTimeline
Nova Wealth Management, Inc.725$42.6K0.04%13F-HRTimeline
City State Bank644$37.9K0.01%-5513F-HRTimeline
CVA Family Office, LLC639$37.6K0.01%+7613F-HRTimeline
Clarity Asset Management, Inc.572$33.6K0.02%-4513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC569$33.5K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC551$32.4K<0.01%-30013F-HRTimeline
CNB Bank477$28K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC437$25.7K0.02%13F-HRTimeline
Iron Horse Wealth Management, LLC430$25.3K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO410$24.1K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC398$23.4K0.01%new13F-HRTimeline
TD Capital Management LLC384$22.6K<0.01%+813F-HRTimeline
BFSG, LLC369$21.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC351$20.7K<0.01%+713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC312$18.3K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…300$17.6K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.291$17.1K<0.01%+213F-HRTimeline
Roxbury Financial LLC262$16K0.02%13F-HRTimeline
Cassady Schiller Wealth Management, LLC247$14.5K0.01%new13F-HRTimeline
Investors Research Corp200$11.8K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC194$11.4K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC194$11.4K0.01%13F-HRTimeline
Sound Income Strategies, LLC179$10.5K<0.01%013F-HRTimeline
Blue Trust, Inc.174$10.2K<0.01%-48813F-HR/ATimeline
OARSMAN CAPITAL, INC.171$10.1K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC167$9.81K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC128$7.53K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust125$7.37K<0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125$7.35K<0.01%013F-HRTimelineGroup
S&T Bank/PA97$5.7K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC86$5.06K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.83$4.88K<0.01%013F-HRTimeline
ORG Partners LLC77$4.61K<0.01%+3313F-HRTimeline
Pacifica Partners Inc.64$3.76K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC53$3.12K<0.01%+813F-HRTimeline
Clearstead Advisors, LLC38$2.23K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…51$2K<0.01%new13F-HRTimeline
Truvestments Capital LLC32$1.88K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.20$1K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC16$951<0.01%new13F-HRTimeline
Park Square Financial Group, LLC16$941<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$882<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC10$579<0.01%-1013F-HR/ATimeline
Addison Advisors LLC10$573<0.01%013F-HRTimeline
Key Financial Inc6$353<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.