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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

665 managers (674 13F filers) reported a position in AVEM shares at 2025-09-30, 162,963,654 shares in all. 119 filers opened a position and 24 filers sold out during the quarter.

Managers
665
13F filers
674
New
119
Added
310
Reduced
163
Sold out
24
Shares held by filers
162,963,654

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Summit Trail Advisors, LLC14,502$1.09M0.02%+4,50213F-HRTimeline
Fortis Group Advisors, LLC13,843$1.07M0.18%+2,71013F-HRTimeline
DBK Financial Counsel, LLC14,248$1.07M0.9%+1,87513F-HRTimeline
RAM Investment Partners, LLC14,246$1.07M0.2%-35013F-HRTimeline
LAM GROUP, INC.13,975$1.05M0.65%-83013F-HRTimeline
LEIGH BALDWIN & CO., LLC13,966$1.05M0.59%+1,21013F-HR/ATimeline
VANCE WEALTH, LLC13,955$1.05M0.32%-45813F-HRTimeline
EARNED WEALTH ADVISORS, LLC13,613$1.02M0.17%+1,44913F-HRTimeline
Hardin Capital Partners, LLC13,578$1.02M0.55%+27513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,182$990K0.01%-43713F-HRTimelineGroup
Pacific Asset Management, LLC13,136$987K0.67%+22513F-HRTimeline
Atlas Brown,Inc.13,051$980K0.29%+9,02213F-HRTimeline
Verdence Capital Advisors LLC12,538$978K0.06%+56213F-HRTimeline
Sovran Advisors, LLC12,499$970K0.09%+2,01813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…12,893$968K0.21%-20813F-HRTimeline
Telos Capital Management, Inc.12,815$963K0.09%+21013F-HRTimeline
Greenspring Advisors, LLC12,786$960K0.17%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,500$939K<0.01%-22,50013F-HRTimeline
BCR Wealth Strategies, LLC12,084$907K0.32%-1,37413F-HRTimeline
THEORY FINANCIAL LLC11,656$898K0.32%new13F-HRTimeline
BAM Wealth Management, LLC11,702$879K0.68%13F-HRTimeline
Seed Wealth Management, Inc.11,580$870K0.6%013F-HRTimeline
Ifrah Financial Services, Inc.11,463$861K0.22%+3,31613F-HRTimeline
PCG Wealth Advisors, LLC11,451$860K0.25%new13F-HRTimeline
Convergence Financial, LLC11,409$857K0.13%-8,75813F-HRTimeline
Creative Capital Management Investments…11,322$850K0.27%-53013F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,138$837K0.27%+913F-HRTimeline
BOK Financial Private Wealth, Inc.11,086$833K0.05%new13F-HRTimeline
F&V Capital Management, LLC10,950$822K0.18%013F-HRTimeline
Ausdal Financial Partners, Inc.10,726$806K0.04%+1,57513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,326$776K0.03%+1,39413F-HRTimelineGroup
Dentgroup LLC10,314$775K0.5%-10913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,300$774K<0.01%new13F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC10,267$771K0.46%new13F-HRTimeline
Atlas Wealth LLC10,192$766K0.25%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP10,143$762K0.19%+4,12013F-HRTimelineGroup
Friday Financial10,097$758K0.32%+1,03413F-HRTimeline
Sensible Money, LLC10,055$755K0.26%-1113F-HRTimeline
Balboa Wealth Partners10,052$755K0.13%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.9,988$750K0.43%+34813F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,908$744K0.34%013F-HRTimeline
Orion Capital Management LLC9,643$724K0.25%-6713F-HRTimeline
Krilogy Financial LLC9,321$721K0.03%new13F-HRTimeline
Callan Family Office, LLC9,585$720K0.02%-41513F-HRTimeline
Sunpointe, LLC9,306$699K0.25%013F-HRTimeline
Hoxton Planning & Management, LLC9,225$693K0.22%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.9,012$677K0.42%+7,91413F-HRTimeline
B. Riley Wealth Advisors, Inc.8,945$672K0.03%+1,50613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,940$671K0.24%-7113F-HRTimeline
Kuhn & Co Investment Counsel8,894$668K0.53%+57813F-HRTimeline
Haverford Financial Services, Inc.8,855$665K0.19%013F-HRTimeline
Tyche Wealth Partners LLC8,844$664K0.12%new13F-HRTimeline
Independence Bank of Kentucky8,745$657K0.08%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,464$636K0.25%new13F-HRTimeline
Tempus Wealth Planning, LLC8,423$633K0.15%new13F-HRTimeline
Avidian Wealth Enterprises, LLC8,285$622K0.02%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,284$622K0.01%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC8,160$613K0.42%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,055$605K+3,718Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,965$598K<0.01%-2,26413F-HRTimelineGroup
Cloud Capital Management, LLC7,939$596K0.31%+39313F-HRTimeline
IFG Advisory, LLC7,933$596K0.03%+3,06213F-HRTimeline
Lantern Wealth Advisors, LLC7,669$576K0.31%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,656$575K0.06%+1,12013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,589$570K0.1%013F-HRTimeline
Parkwoods Wealth Partners, LLC7,534$566K0.19%new13F-HRTimeline
Mutual Advisors, LLC7,375$566K0.01%+1,55613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,532$566K0.17%-2,04313F-HRTimelineGroup
Cambridge Financial Group, LLC7,487$562K0.18%-8713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,460$560K0.03%+813F-HRTimeline
Ridgeline Wealth, LLC7,420$557K0.41%+8113F-HRTimeline
Caprock Group, LLC7,706$548K0.01%13F-HRTimeline
Abacus Planning Group, Inc.7,193$540K0.07%013F-HRTimeline
DOVER ADVISORS, LLC7,084$532K0.21%+55013F-HRTimeline
XY Planning Network, Inc.7,745$531K0.18%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,895$518K0.01%+6,77413F-HRTimelineGroup
Evanson Asset Management, LLC6,808$511K0.03%+1,36713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,787$510K0.38%-66113F-HRTimeline
Investmark Advisory Group LLC6,591$495K0.21%+12813F-HRTimeline
J.W. COLE ADVISORS, INC.6,516$489K0.01%+13913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,504$489K0.03%+313F-HRTimeline
Fort Point Capital Partners LLC6,471$486K0.06%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,409$481K<0.01%-1,89213F-HRTimelineGroup
Merkkuri Wealth Advisors LLC6,361$478K0.35%new13F-HRTimeline
UMB Bank, n.a.6,330$475K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lauterbach Financial Advisors, LLC6,278$472K0.24%+50913F-HRTimeline
Austin Asset Management Co Inc6,246$469K0.09%-44013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6,231$468K0.05%new13F-HRTimeline
USAdvisors Wealth Management, LLC6,234$468K0.16%013F-HRTimeline
Willow Creek Wealth Management Inc.6,189$465K0.04%+42513F-HRTimeline
Patriot Financial Group Insurance Agenc…6,185$465K0.06%new13F-HRTimeline
Compass Ion Advisors, LLC6,148$462K0.04%+1,04413F-HRTimeline
Gladstone Institutional Advisory LLC6,070$456K0.02%+2,50013F-HRTimeline
Foster Group, Inc.6,052$455K0.01%-513F-HRTimeline
CWA Asset Management Group, LLC5,992$450K0.02%013F-HRTimeline
WealthTrak Capital Management LLC5,850$439K0.36%new13F-HRTimeline
Squire Investment Management Company, L…5,838$438K0.14%-14013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,669$426K<0.01%-51613F-HRTimeline
SUTTON PLACE INVESTORS LLC5,624$422K0.24%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,599$421K0.24%013F-HRTimeline
Decker Retirement Planning Inc.5,576$419K0.23%+72913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,562$418K0.01%+1,55613F-HRTimeline
Brown Financial Advisory5,559$418K0.22%013F-HRTimeline
PFG Private Wealth Management, LLC5,505$413K0.18%new13F-HRTimeline
Integrity Wealth Solutions LLC5,505$413K0.18%new13F-HRTimeline
Elyxium Wealth, LLC5,460$410K0.14%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,408$406K0.03%new13F-HR/ATimeline
Family Investment Center, Inc.5,388$405K0.08%-7813F-HRTimeline
Aprio Wealth Management, LLC5,312$399K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC5,302$398K0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp5,279$397K0.05%+18113F-HRTimeline
Fortress Financial Solutions, LLC5,145$386K0.42%+13113F-HRTimeline
Beacon Financial Advisory LLC5,105$383K0.09%new13F-HRTimeline
Santori & Peters, Inc.4,952$372K0.13%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,772$358K0.02%new13F-HRTimeline
FULLCIRCLE WEALTH LLC4,631$355K0.12%new13F-HRTimeline
Milestone Asset Management Group, LLC4,686$352K0.22%-5513F-HRTimeline
Kaufman Rossin Wealth, LLC4,634$348K0.19%-52213F-HRTimeline
Accurate Wealth Management, LLC4,668$348K0.05%new13F-HRTimeline
Edge Financial Advisors LLC4,501$338K0.15%-30713F-HRTimeline
Saxony Capital Management, LLC4,500$338K0.22%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,470$336K0.01%+1,10013F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC4,398$330K0.2%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,383$329K<0.01%+1,52113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,362$328K<0.01%+2,56113F-HRTimeline
Freedom Investment Management, Inc.4,195$315K0.08%-3,40013F-HRTimeline
VICUS CAPITAL4,188$315K0.02%+3413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,183$314K<0.01%013F-HRTimelineGroup
Stewardship Advisors, LLC4,172$313K0.07%+6813F-HRTimeline
RDA Financial Network4,162$313K0.08%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,140$311K0.04%-6013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,131$310K<0.01%-36,53513F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,123$310K0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,114$309K0.01%-9,13513F-HRTimelineGroup
ASPIRIANT, LLC4,083$307K0.01%013F-HRTimeline
MBE Wealth Management, LLC4,019$302K0.13%+45913F-HRTimeline
Beverly Hills Private Wealth, LLC3,887$292K0.05%-9113F-HRTimeline
Cornerstone Capital, Inc.3,815$287K0.03%013F-HRTimeline
SCS Capital Management LLC3,766$283K<0.01%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,757$282K0.03%-11713F-HRTimeline
Jacobi Capital Management LLC3,742$281K0.02%-5513F-HRTimeline
Mesirow Financial Investment Management…3,738$281K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,725$280K0.08%013F-HRTimeline
Able Wealth Management LLC3,724$280K0.11%-1,11013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,697$278K0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,622$272K<0.01%new13F-HRTimelineGroup
Envision Financial LLC3,610$271K0.16%-34713F-HRTimeline
Avion Wealth3,610$271K0.06%013F-HRTimeline
Emprise Bank3,574$268K0.12%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,552$267K0.09%new13F-HRTimeline
Integrated Wealth Concepts LLC3,540$266K<0.01%new13F-HRTimeline
TFO Wealth Partners, LLC3,464$260K0.04%new13F-HRTimeline
Copley Financial Group, Inc.3,440$258K0.18%-6213F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,447$258K0.09%new13F-HRTimeline
Nemes Rush Group LLC3,429$258K0.03%-7113F-HRTimeline
Strategic Wealth Partners, Ltd.3,382$254K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,373$253K0.03%new13F-HRTimeline
Zhang Financial LLC3,366$253K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,373$252K0.02%+1,96213F-HRTimeline
Northwest Capital Management Inc3,294$247K0.26%-23413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,228$242K0.02%013F-HRTimeline
Parcion Private Wealth LLC3,215$241K0.02%013F-HRTimeline
Porter White Investment Advisors, Inc.3,186$239K0.1%013F-HRTimeline
Magnus Financial Group LLC3,137$236K0.02%new13F-HRTimeline
Community Bank, N.A.3,101$233K0.03%-29313F-HRTimeline
MGO ONE SEVEN LLC3,078$231K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC3,041$228K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,029$228K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,008$226K<0.01%new13F-HRTimelineGroup
KICKSTAND VENTURES, LLC.2,983$224K0.05%new13F-HRTimeline
Aspen Capital Management, LLC2,910$219K0.06%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,887$216K0.04%new13F-HRTimeline
High Net Worth Advisory Group LLC2,838$213K0.05%new13F-HRTimeline
NewSquare Capital LLC2,799$210K0.01%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /3,035$208K0.07%013F-HRTimeline
Lutz Financial Services LLC2,749$206K0.01%new13F-HRTimeline
Westside Investment Management, Inc.2,610$196K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,596$195K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$180K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,337$176K0.01%new13F-HRTimeline
Kennebec Savings Bank2,276$171K0.16%-13513F-HRTimeline
PRIVATE TRUST CO NA2,265$170K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,122$159K<0.01%+59213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,919$144K0.03%13F-HRTimelineGroup
Tidemark, LLC1,882$141K0.04%-57113F-HRTimeline
Clarity Asset Management, Inc.1,650$124K0.07%+39713F-HRTimeline
Salomon & Ludwin, LLC1,523$116K0.01%new13F-HRTimeline
North Capital, Inc.1,348$101K0.08%+113F-HRTimeline
TFC Financial Management, Inc.1,327$99.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$95.1K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,216$91.3K<0.01%+82313F-HRTimelineGroup
TD Waterhouse Canada Inc.1,200$90.9K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC1,197$89.9K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,093$82K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,050$78.9K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,040$78.1K0.17%new13F-HRTimeline
Operose Advisors LLC1,013$76.1K0.02%+85813F-HRTimeline
CVA Family Office, LLC884$66.4K0.01%+4013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.860$64.6K<0.01%+55313F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC833$62.6K<0.01%new13F-HRTimeline