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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

547 managers (556 13F filers) reported a position in AVEM shares at 2025-03-31, 124,333,306 shares in all. 68 filers opened a position and 27 filers sold out during the quarter.

Managers
547
13F filers
556
New
68
Added
266
Reduced
161
Sold out
27
Shares held by filers
124,333,306

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,091$427K0.35%+3813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,082$426K<0.01%new13F-HRTimelineGroup
Cambridge Financial Group, LLC6,840$412K0.17%+313F-HRTimeline
Investmark Advisory Group LLC6,572$395K0.2%+2,95613F-HRTimeline
Austin Asset Management Co Inc6,487$390K0.08%+99913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,485$390K0.03%new13F-HRTimeline
Fort Point Capital Partners LLC6,403$385K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,394$385K<0.01%-65513F-HRTimeline
Richmond Investment Services, LLC6,359$383K0.21%-24,16013F-HRTimeline
Cornerstone Capital, Inc.6,298$379K0.04%-3,78313F-HRTimeline
UMB Bank, n.a.6,250$376K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
USAdvisors Wealth Management, LLC6,191$372K0.13%013F-HRTimeline
Mutual Advisors, LLC6,115$368K0.01%-26613F-HRTimeline
Kuhn & Co Investment Counsel6,103$367K0.31%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,063$365K0.05%new13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP6,023$362K0.1%-1,14113F-HRTimelineGroup
CWA Asset Management Group, LLC5,992$361K0.02%013F-HRTimeline
Lauterbach Financial Advisors, LLC5,855$352K0.22%013F-HRTimeline
Synergy Investment Management, LLC5,793$349K0.15%-4,54413F-HRTimeline
Willow Creek Wealth Management Inc.5,746$346K0.03%013F-HRTimeline
Brown Financial Advisory5,559$334K0.21%-40,81713F-HRTimeline
Family Investment Center, Inc.5,545$334K0.08%-1,20413F-HRTimeline
CogentBlue Wealth Advisors, LLC5,523$332K0.29%+1,74813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,417$326K<0.01%-30813F-HRTimelineGroup
Evanson Asset Management, LLC5,384$324K0.02%-3,39013F-HRTimeline
Aprio Wealth Management, LLC5,277$318K0.04%-4113F-HRTimeline
Peak Planning Group, LLC5,169$311K0.13%-13313F-HRTimeline
Northwest Capital Management Inc5,160$310K0.13%+3,35213F-HRTimeline
Compass Ion Advisors, LLC5,104$307K0.04%+44213F-HRTimeline
RAM Investment Partners, LLC5,072$305K0.08%-2,78713F-HRTimeline
J.W. COLE ADVISORS, INC.5,069$305K0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,000$301K<0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp4,973$299K0.05%-3713F-HRTimeline
Fortress Financial Solutions, LLC4,936$297K0.43%-3,80013F-HRTimeline
Decker Retirement Planning Inc.4,821$290K0.18%-17713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,772$287K0.17%-3,56013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,678$281K0.2%new13F-HRTimeline
Clear Creek Financial Management, LLC4,669$281K0.03%new13F-HRTimeline
Beverly Hills Private Wealth, LLC4,339$261K0.05%-4213F-HRTimeline
Ifrah Financial Services, Inc.4,329$260K0.07%-4213F-HRTimeline
Centennial Wealth Advisory LLC4,269$257K0.09%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,200$253K0.03%013F-HRTimeline
Squire Investment Management Company, L…4,200$253K0.11%013F-HRTimeline
Milestone Asset Management Group, LLC4,192$252K0.23%+17313F-HRTimeline
Stewardship Advisors, LLC4,104$247K0.07%-7,93013F-HRTimeline
ASPIRIANT, LLC4,083$246K0.01%new13F-HRTimeline
XY Planning Network, Inc.4,082$246K0.16%+65413F-HRTimeline
Modern Wealth Management, LLC4,009$241K0.01%new13F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.3,964$239K0.03%-24013F-HRTimeline
Venturi Wealth Management, LLC3,866$233K0.01%-124,97513F-HRTimeline
Atlas Brown,Inc.3,865$233K0.08%+813F-HRTimeline
Benchmark Wealth Management, LLC3,826$230K0.11%new13F-HRTimeline
MBE Wealth Management, LLC3,793$228K0.11%+33113F-HRTimeline
SCS Capital Management LLC3,766$227K<0.01%new13F-HR/ATimeline
Mesirow Financial Investment Management…3,738$225K<0.01%-2,28113F-HRTimeline
Pinnacle Bancorp, Inc.3,725$224K0.07%new13F-HRTimeline
Zhang Financial LLC3,699$223K0.01%013F-HRTimeline
Copley Financial Group, Inc.3,697$222K0.17%new13F-HR/ATimeline
NorthStar Asset Management LLC /NJ/3,688$222K0.14%new13F-HRTimeline
Ridgeline Wealth, LLC3,685$222K0.19%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,629$218K<0.01%-55913F-HRTimelineGroup
Parkshore Wealth Management, Inc.3,549$214K0.12%+14113F-HRTimeline
Avion Wealth3,610$212K0.05%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,500$211K0.09%013F-HRTimeline
Community Bank, N.A.3,432$206K0.03%new13F-HRTimeline
Aveo Capital Partners, LLC3,337$206K0.03%-1,35213F-HRTimeline
Greenspring Advisors, LLC3,412$205K0.05%013F-HRTimeline
NewSquare Capital LLC3,344$201K0.02%-84413F-HRTimeline
Cloud Capital Management, LLC3,170$190K0.13%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,083$186K<0.01%-1,09213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,076$185K0.02%013F-HRTimeline
Nemes Rush Group LLC2,896$174K0.02%+67113F-HRTimeline
AE Wealth Management LLC2,864$172K<0.01%+1,75913F-HRTimeline
Wilmington Savings Fund Society, FSB2,771$167K<0.01%+54013F-HRTimeline
Kennebec Savings Bank2,452$148K0.16%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$144K<0.01%-85013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,409$144K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA2,265$136K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,853$111K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,503$90.4K<0.01%-16413F-HRTimeline
Westside Investment Management, Inc.1,500$90.3K0.02%+66013F-HRTimeline
First Horizon Advisors, Inc.1,473$88.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,410$85.2K0.01%+7313F-HRTimeline
North Capital, Inc.1,347$81K0.08%13F-HRTimeline
TFC Financial Management, Inc.1,327$79.8K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$76.2K0.02%013F-HRTimeline
Arax Advisory Partners996$59.9K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT986$59.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC978$58.8K<0.01%-27613F-HRTimeline
MATHER GROUP, LLC.972$58.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…902$54.3K<0.01%-34813F-HRTimelineGroup
CVA Family Office, LLC848$51K0.01%+20913F-HRTimeline
JFS WEALTH ADVISORS, LLC824$49.6K<0.01%+69613F-HRTimeline
TruNorth Capital Management, LLC800$48.1K0.01%013F-HRTimeline
WealthShield Partners, LLC800$48.1K0.01%013F-HRTimeline
WEBSTER BANK, N. A.764$46K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.752$45.2K0.03%+18013F-HRTimeline
Parkside Financial Bank & Trust696$41.9K0.01%+57113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.681$41K0.03%new13F-HRTimeline
MAI Capital Management502$30.2K<0.01%-40613F-HRTimeline
CNB Bank477$28.7K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC439$26.4K0.01%+913F-HRTimeline
Tanglewood Legacy Advisors, LLC435$26.2K0.01%-1,07013F-HRTimeline
POM Investment Strategies, LLC426$25.6K0.03%new13F-HRTimeline
Nova Wealth Management, Inc.410$24.7K0.02%-31513F-HR/ATimeline
BOKF, NAin group BOKF, NA400$24.1K<0.01%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.399$24K0.01%new13F-HRTimeline
TD Capital Management LLC384$23.1K<0.01%013F-HRTimeline
BFSG, LLC369$22.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC351$21.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC327$19.7K<0.01%-95013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC305$18.4K<0.01%-3,34313F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…299$18K0.02%-113F-HRTimeline
TSFG, LLC307$18K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.291$17.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC284$17.1K<0.01%+26913F-HRTimelineGroup
Sound Income Strategies, LLC270$16.2K<0.01%+9113F-HRTimeline
SIGNATUREFD, LLC227$13.7K<0.01%-89013F-HRTimeline
Investors Research Corp200$12K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC194$11.7K0.01%013F-HRTimeline
Blue Trust, Inc.174$10.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc157$9.47K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.157$9.45K<0.01%-6,02613F-HRTimeline
Operose Advisors LLC155$9.33K<0.01%-1,17513F-HRTimeline
S&T Bank/PA139$8.77K<0.01%+4213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO138$8.3K<0.01%-27213F-HRTimelineGroup
LANARK FINANCIAL, INC.148$8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125$7.35K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC100$6.02K<0.01%-2,21113F-HRTimeline
HFM Investment Advisors, LLC96$5.78K<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…77$4.75K<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC75$4.51K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co70$4.21K<0.01%new13F-HRTimeline
Pacifica Partners Inc.64$3.81K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC53$3.19K<0.01%013F-HRTimeline
Truvestments Capital LLC32$1.93K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC30$1.84K<0.01%-49,58813F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.15$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC16$963<0.01%013F-HRTimeline
NorthRock Partners, LLC10$592<0.01%013F-HRTimeline
Addison Advisors LLC10$587<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC9$542<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC9$536<0.01%new13F-HRTimeline
Key Financial Inc6$361<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.
CURIO WEALTH, LLC155$3.08M-50,83513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.