Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

SHS (fund)

573 managers (584 13F filers) reported a position in AVEM shares at 2025-06-30, 152,101,989 shares in all. 60 filers opened a position and 35 filers sold out during the quarter.

Managers
573
13F filers
584
New
60
Added
316
Reduced
152
Sold out
35
Shares held by filers
152,101,989

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ausdal Financial Partners, Inc.9,151$627K0.04%-1,14113F-HRTimeline
Friday Financial9,063$621K0.32%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,011$618K0.25%-16513F-HRTimeline
BOKF, NAin group BOKF, NA8,973$615K0.01%+8,57313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,932$612K0.03%-22113F-HRTimelineGroup
Haverford Financial Services, Inc.8,855$607K0.18%013F-HRTimeline
PLANWISER FINANCIAL, LLC8,606$602K0.51%-39,47413F-HRTimeline
Clear Creek Financial Management, LLC8,402$576K0.05%+3,73313F-HRTimeline
Kuhn & Co Investment Counsel8,316$570K0.43%+2,21313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,301$569K<0.01%-20413F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC8,160$559K0.43%+2,63713F-HRTimeline
Ifrah Financial Services, Inc.8,147$558K0.15%+3,81813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,845$538K<0.01%+2,42813F-HRTimelineGroup
XY Planning Network, Inc.7,745$531K0.18%+3,66313F-HRTimeline
Cloud Capital Management, LLC7,546$523K0.33%+4,37613F-HRTimeline
Freedom Investment Management, Inc.7,595$521K0.04%+21613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,589$520K0.1%+3513F-HRTimeline
Cambridge Financial Group, LLC7,574$519K0.19%+73413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,452$511K0.04%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,448$510K0.39%+35713F-HRTimeline
B. Riley Wealth Advisors, Inc.7,439$510K0.02%-58913F-HRTimeline
Ridgeline Wealth, LLC7,339$503K0.41%+3,65413F-HRTimeline
Abacus Planning Group, Inc.7,193$493K0.07%-6813F-HR/ATimeline
Austin Asset Management Co Inc6,686$458K0.09%+19913F-HRTimeline
Advyzon Investment Management, LLC6,572$450K0.1%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,536$448K0.05%+47313F-HRTimeline
DOVER ADVISORS, LLC6,534$448K0.2%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,501$446K0.03%+1613F-HRTimeline
Fort Point Capital Partners LLC6,471$443K0.04%+6813F-HRTimeline
Investmark Advisory Group LLC6,463$443K0.21%-10913F-HRTimeline
J.W. COLE ADVISORS, INC.6,377$437K0.01%+1,30813F-HRTimeline
UMB Bank, n.a.6,330$434K0.01%+8013F-HR/ATimeline
USAdvisors Wealth Management, LLC6,234$427K0.16%+4313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,185$424K<0.01%-20913F-HRTimeline
Foster Group, Inc.6,057$415K0.01%new13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP6,023$413K0.11%013F-HRTimelineGroup
CWA Asset Management Group, LLC5,992$411K0.02%013F-HRTimeline
Mutual Advisors, LLC5,819$410K0.01%-29613F-HRTimeline
Squire Investment Management Company, L…5,978$410K0.15%+1,77813F-HRTimeline
Lauterbach Financial Advisors, LLC5,769$395K0.22%-8613F-HRTimeline
Willow Creek Wealth Management Inc.5,764$395K0.04%+1813F-HRTimeline
Beacon Pointe Advisors, LLC5,707$391K<0.01%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,599$384K0.24%+92113F-HRTimeline
Brown Financial Advisory5,559$381K0.21%013F-HRTimeline
Family Investment Center, Inc.5,466$375K0.08%-7913F-HRTimeline
Evanson Asset Management, LLC5,441$373K0.02%+5713F-HRTimeline
Aprio Wealth Management, LLC5,312$364K0.04%+3513F-HRTimeline
Kaufman Rossin Wealth, LLC5,156$353K0.22%new13F-HRTimeline
Compass Ion Advisors, LLC5,104$350K0.04%013F-HRTimeline
Consolidated Portfolio Review Corp5,098$349K0.05%+12513F-HRTimeline
Fortress Financial Solutions, LLC5,014$344K0.43%+7813F-HRTimeline
IFG Advisory, LLC4,871$334K0.02%new13F-HRTimeline
Decker Retirement Planning Inc.4,847$332K0.19%+2613F-HRTimeline
Able Wealth Management LLC4,834$331K0.17%new13F-HRTimeline
Edge Financial Advisors LLC4,808$330K0.17%new13F-HRTimeline
Milestone Asset Management Group, LLC4,741$325K0.24%+54913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,717$323K0.17%-5513F-HRTimeline
Benchmark Wealth Management, LLC4,657$319K0.14%+83113F-HRTimeline
AE Wealth Management LLC4,645$318K<0.01%+1,78113F-HRTimeline
MAI Capital Management4,344$298K<0.01%+3,84213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,337$297K-5,657Timeline
Moisand Fitzgerald Tamayo, LLC4,200$288K0.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,183$287K<0.01%new13F-HRTimelineGroup
VICUS CAPITAL4,154$285K0.02%new13F-HRTimeline
Stewardship Advisors, LLC4,104$281K0.07%013F-HRTimeline
ASPIRIANT, LLC4,083$280K0.01%013F-HRTimeline
Atlas Brown,Inc.4,029$276K0.09%+16413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,006$275K0.01%new13F-HRTimeline
Beverly Hills Private Wealth, LLC3,978$273K0.05%-36113F-HRTimeline
Envision Financial LLC3,957$271K0.18%new13F-HRTimeline
Venturi Wealth Management, LLC3,881$266K0.01%+1513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,874$266K0.03%-9013F-HRTimeline
Cornerstone Capital, Inc.3,815$261K0.03%-2,48313F-HRTimeline
Jacobi Capital Management LLC3,797$260K0.02%new13F-HRTimeline
SCS Capital Management LLC3,766$258K<0.01%013F-HRTimeline
Mesirow Financial Investment Management…3,738$256K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,725$255K0.08%013F-HRTimeline
Avion Wealth3,610$247K0.06%013F-HR/ATimeline
Emprise Bank3,574$245K0.12%new13F-HRTimeline
Gladstone Institutional Advisory LLC3,570$245K0.01%new13F-HRTimeline
MBE Wealth Management, LLC3,560$244K0.11%-23313F-HRTimeline
Northwest Capital Management Inc3,528$242K0.13%-1,63213F-HRTimeline
Copley Financial Group, Inc.3,502$240K0.18%-19513F-HRTimeline
Nemes Rush Group LLC3,500$240K0.03%+60413F-HRTimeline
Community Bank, N.A.3,394$233K0.03%-3813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,370$231K0.01%new13F-HRTimelineGroup
Zhang Financial LLC3,366$231K0.01%-33313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,228$221K0.02%new13F-HRTimeline
Parcion Private Wealth LLC3,215$220K0.02%new13F-HRTimeline
Porter White Investment Advisors, Inc.3,186$218K0.1%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,152$216K0.01%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /3,035$208K0.07%new13F-HRTimeline
Austin Private Wealth, LLC2,955$203K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,862$196K<0.01%-22113F-HRTimelineGroup
NewSquare Capital LLC2,799$192K0.01%-54513F-HRTimeline
Westside Investment Management, Inc.2,610$179K0.03%+1,11013F-HRTimeline
Wilmington Savings Fund Society, FSB2,514$172K<0.01%-25713F-HRTimeline
Tidemark, LLC2,453$168K0.05%-76,16813F-HRTimeline
Kennebec Savings Bank2,411$165K0.16%-4113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$164K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,265$155K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,801$123K<0.01%+82313F-HRTimeline
Steward Partners Investment Advisory, L…1,530$105K<0.01%+2713F-HRTimeline
First Horizon Advisors, Inc.1,473$101K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,411$96.3K0.01%+113F-HRTimeline
North Capital, Inc.1,347$92.3K0.08%013F-HRTimeline
TFC Financial Management, Inc.1,327$91K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$86.8K0.02%013F-HRTimeline
Clarity Asset Management, Inc.1,253$85.9K0.05%+50113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,098$75.3K0.05%+41713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,093$74K0.01%-1,31613F-HRTimeline
Geneos Wealth Management Inc.1,050$72K<0.01%-22,10513F-HRTimeline
Arax Advisory Partners975$66.8K<0.01%-2113F-HRTimeline
CVA Family Office, LLC844$57.8K0.01%-413F-HRTimeline
TruNorth Capital Management, LLC800$54.8K0.01%013F-HRTimeline
WealthShield Partners, LLC800$54.8K0.01%013F-HRTimeline
WEBSTER BANK, N. A.764$52.4K0.01%013F-HRTimeline
Parkside Financial Bank & Trust698$47.8K0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…502$34.4K<0.01%-40013F-HRTimelineGroup
AdvisorNet Financial, Inc492$33.7K<0.01%+33513F-HRTimeline
CNB Bank477$32.7K0.02%013F-HRTimeline
Iron Horse Wealth Management, LLC439$30.1K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC435$29.8K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.393$26.9K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC388$26.6K<0.01%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC374$25.6K<0.01%+9013F-HRTimelineGroup
Brooklyn Investment Group370$25.4K<0.01%new13F-HR/ATimeline
BFSG, LLC369$25.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.370$25K<0.01%+35513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Capital Management, LLC355$24.3K<0.01%+413F-HRTimeline
Bank of New Hampshire348$23.9K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC334$23K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC331$22.7K<0.01%+413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.307$21.1K<0.01%new13F-HRTimelineGroup
TSFG, LLC307$21K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…304$20.8K0.02%+513F-HRTimeline
FAS Wealth Partners, Inc.292$20K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.260$18K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.227$15.6K0.02%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC220$15.1K<0.01%new13F-HRTimelineGroup
Team Financial Group, LLC196$13.4K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC194$13.3K0.01%013F-HRTimeline
Blue Trust, Inc.192$13.2K<0.01%+1813F-HRTimeline
FIRST COMMUNITY TRUST NA187$12.8K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management177$12.1K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC171$11.7K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC165$11.3K<0.01%-65913F-HRTimeline
SIGNATUREFD, LLC162$11.1K<0.01%-6513F-HRTimeline
Operose Advisors LLC155$10.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$10.3K<0.01%new13F-HRTimeline
GAMMA Investing LLC150$10.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC121$8.32K<0.01%-413F-HRTimelineGroup
Glassman Wealth Services120$8.22K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO103$7.06K<0.01%-3513F-HRTimelineGroup
HFM Investment Advisors, LLC100$6.85K<0.01%+413F-HRTimeline
S&T Bank/PA97$6.65K<0.01%-4213F-HRTimeline
Sound Income Strategies, LLC91$6.24K<0.01%-17913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…88$6.13K<0.01%+1113F-HRTimelineGroup
AMERIFLEX GROUP, INC.75$5.12K<0.01%-8213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC55$3.77K<0.01%+213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC39$2.67K<0.01%new13F-HRTimeline
Truvestments Capital LLC32$2.19K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC30$2.12K<0.01%013F-HRTimeline
Park Square Financial Group, LLC16$1.1K<0.01%013F-HRTimeline
Addison Advisors LLC10$675<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC9$617<0.01%013F-HRTimeline
Abound Wealth Management7$485<0.01%new13F-HRTimeline
Key Financial Inc6$411<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$275<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$206<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2$150<0.01%-3,07413F-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.