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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

789 managers (801 13F filers) reported a position in AVEM shares at 2025-12-31, 200,905,769 shares in all. 96 filers opened a position and 29 filers sold out during the quarter.

Managers
789
13F filers
801
New
96
Added
401
Reduced
173
Sold out
29
Shares held by filers
200,905,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
KEB ASSET MANAGEMENT, LLC26,291$2.02M0.41%-1,48113F-HRTimeline
QUARRY HILL ADVISORS, LLC25,340$1.95M0.91%+78613F-HRTimeline
Clarity Capital Advisors, LLC25,053$1.93M0.96%+2,42913F-HRTimeline
FMB WEALTH MANAGEMENT24,673$1.9M0.75%+2,33313F-HRTimeline
Outbound Financial Inc24,443$1.88M1.47%-18113F-HRTimeline
PFG Advisors23,980$1.85M0.09%new13F-HRTimeline
WEALTH ALLIANCE, LLC23,764$1.83M0.18%new13F-HRTimeline
TFB Advisors LLC23,681$1.82M0.51%-2513F-HRTimeline
PKS Advisory Services, LLC23,379$1.8M0.41%-13313F-HRTimeline
Slagle Financial, LLC23,320$1.8M0.63%+79913F-HRTimeline
THEORY FINANCIAL LLC21,561$1.79M0.6%+9,90513F-HRTimeline
Asset Dedication, LLC23,155$1.78M0.12%-1,22313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC23,099$1.78M1.18%-1,30313F-HRTimeline
MOTCO23,028$1.77M0.16%+3,86613F-HRTimeline
marrick wealth, LLC23,007$1.77M1.45%13F-HRTimeline
XY Planning Network, Inc.22,985$1.77M0.31%+15,24013F-HRTimeline
Signal Advisors Wealth, LLC22,759$1.75M0.14%+98513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.22,455$1.73M0.5%-4,48513F-HRTimeline
Evensky & Katz LLC22,417$1.73M0.1%-1,28113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,401$1.73M0.01%+28513F-HRTimelineGroup
BLVD Private Wealth, LLC22,285$1.72M1.49%+14013F-HRTimeline
Integrated Advisors Network LLC22,266$1.71M0.08%new13F-HRTimeline
LAM GROUP, INC.22,010$1.7M0.97%+8,03513F-HRTimeline
Chatterton & Associates Inc.21,887$1.69M1.44%13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC21,730$1.67M1.69%new13F-HRTimeline
Leading Edge Financial Planning LLC21,475$1.65M0.38%+74913F-HRTimeline
Dogwood Wealth Management LLC21,410$1.65M0.73%-1,28813F-HRTimeline
Petros Family Wealth, LLC21,361$1.65M1.1%+1,65713F-HRTimeline
WealthPoint Financial, LLC21,278$1.64M1.43%13F-HRTimeline
LEIGH BALDWIN & CO., LLC21,199$1.63M1.07%+7,23313F-HRTimeline
Wealth Management Partners, LLC21,202$1.63M0.47%-2813F-HRTimeline
EVOKE WEALTH, LLC21,102$1.63M0.03%+2,63013F-HRTimeline
Capstone Wealth Management, Inc.20,167$1.58M1.39%13F-HRTimeline
L.K. Benson & Company, P.C.20,445$1.57M0.79%-36213F-HRTimeline
MB Generational Wealth, LLC20,396$1.57M0.83%013F-HRTimeline
Aerodigm Wealth, LLC19,878$1.53M0.59%-58913F-HR/ATimeline
Clear Creek Financial Management, LLC19,593$1.51M0.12%+2,32813F-HRTimeline
BUSH INVESTMENT GROUP, LLC19,555$1.51M0.84%+9,28813F-HRTimeline
Wealthfront Advisers LLC18,639$1.44M<0.01%+1,36713F-HRTimeline
SAGE RHINO CAPITAL LLC18,592$1.43M0.27%+52813F-HRTimeline
Herold Advisors, Inc.18,457$1.42M0.32%+1,75813F-HRTimeline
J.W. COLE ADVISORS, INC.18,354$1.41M0.03%+11,83813F-HRTimeline
Valmark Advisers, Inc.18,061$1.39M0.02%-1,53113F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,046$1.39M0.23%+89913F-HRTimeline
COZAD ASSET MANAGEMENT INC17,833$1.37M0.11%+1,72213F-HRTimeline
WealthTrak Capital Management LLC17,550$1.35M0.97%+11,70013F-HRTimeline
IEQ CAPITAL, LLC17,457$1.34M<0.01%+73113F-HRTimeline
Eaton-Cambridge Inc.17,281$1.33M0.44%-59413F-HRTimeline
LRI Investments, LLC17,186$1.32M0.11%013F-HRTimeline
DBK Financial Counsel, LLC17,075$1.32M1.01%+2,82713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC17,011$1.31M0.49%+8,54713F-HRTimeline
WESPAC Advisors SoCal, LLC16,680$1.28M0.26%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC16,393$1.26M0.06%+16513F-HRTimeline
Ruedi Wealth Management, Inc.16,373$1.26M0.33%013F-HRTimeline
BOK Financial Private Wealth, Inc.16,338$1.26M0.08%+5,25213F-HRTimeline
Smartleaf Asset Management LLC16,201$1.25M0.05%+12,82813F-HRTimeline
Aptus Capital Advisors, LLC16,114$1.24M0.01%+15,78413F-HRTimeline
Tyche Wealth Partners LLC16,025$1.23M0.2%+7,18113F-HRTimeline
Cogent Private Wealth, Inc.15,999$1.23M0.94%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.15,968$1.23M0.01%-4,24513F-HRTimeline
Allodium Investment Consultants, LLC15,827$1.22M0.62%-19813F-HRTimeline
BlackDiamond Wealth Management, LLC14,217$1.22M0.59%new13F-HRTimeline
RVW Wealth, LLC15,538$1.2M0.09%-56813F-HRTimeline
Centerpoint Advisory Group15,456$1.19M0.92%+30413F-HRTimeline
Cetera Trust Company, N.A15,357$1.18M0.63%013F-HRTimeline
Sovran Advisors, LLC14,229$1.16M0.1%+1,73013F-HRTimeline
Hopwood Nicholas Hunter14,985$1.15M0.38%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,843$1.14M<0.01%+10,71213F-HRTimelineGroup
Fortis Group Advisors, LLC13,689$1.14M0.19%-15413F-HRTimeline
Avidian Wealth Enterprises, LLC14,752$1.14M0.04%+6,46713F-HRTimeline
Vannoy Advisory Group, Inc.14,590$1.12M0.71%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC14,503$1.12M0.46%013F-HRTimeline
Summit Trail Advisors, LLC14,502$1.12M0.02%013F-HRTimeline
Atlas Brown,Inc.14,371$1.11M0.33%+1,32013F-HRTimeline
RAM Investment Partners, LLC14,161$1.09M0.2%-8513F-HRTimeline
Clarity Wealth Development LLC14,059$1.08M0.92%-24913F-HRTimeline
Elyxium Wealth, LLC13,985$1.08M0.31%+8,52513F-HRTimeline
Ausdal Financial Partners, Inc.13,972$1.08M0.05%+3,24613F-HRTimeline
Hardin Capital Partners, LLC13,713$1.06M0.5%+13513F-HRTimeline
BAM Wealth Management, LLC13,606$1.05M0.76%+1,90413F-HRTimeline
Lantern Wealth Advisors, LLC13,534$1.04M0.55%+5,86513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,421$1.03M0.01%+23913F-HRTimelineGroup
Retirement Management Systems Inc.13,374$1.03M0.26%13F-HRTimeline
Patriot Financial Group Insurance Agenc…13,353$1.03M0.12%+7,16813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,215$1.02M0.02%+6,32013F-HRTimelineGroup
Approach Retirement Advisors, LLC13,152$1.01M0.87%13F-HRTimeline
Balboa Wealth Partners12,989$1M0.17%+2,93713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,834$988K0.06%+6,33013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…12,741$981K0.2%-15213F-HRTimeline
Pacific Asset Management, LLC12,674$976K0.59%-46213F-HRTimeline
FFG RETIREMENT ADVISORS LLC12,669$976K0.61%+8,27113F-HRTimeline
A4 Wealth Advisors LLC12,571$968K0.84%-4,34613F-HRTimeline
Verdence Capital Advisors LLC12,540$966K0.06%+213F-HRTimeline
VANCE WEALTH, LLC12,412$956K0.28%-1,54313F-HR/ATimeline
Friday Financial12,272$945K0.33%+2,17513F-HRTimeline
Asempa Wealth Advisors12,187$939K0.81%13F-HRTimeline
Merkkuri Wealth Advisors LLC12,168$937K0.64%+5,80713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12,154$936K0.1%+5,92313F-HRTimeline
Tempus Wealth Planning, LLC11,898$916K0.21%+3,47513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,830$911K<0.01%+11,80513F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC11,799$909K0.06%-1,81413F-HR/ATimeline
Seed Wealth Management, Inc.11,580$892K0.62%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…11,484$884K0.1%new13F-HR/ATimelineGroup
BCR Wealth Strategies, LLC11,406$878K0.29%-67813F-HRTimeline
Clearview Wealth Advisors LLC11,393$877K0.56%new13F-HRTimeline
Convergence Financial, LLC11,383$877K0.13%-2613F-HRTimeline
Creative Capital Management Investments…11,286$869K0.26%-3613F-HRTimeline
Krilogy Financial LLC10,439$867K0.03%+1,11813F-HRTimeline
PCG Wealth Advisors, LLC11,217$864K0.24%-23413F-HRTimeline
Ifrah Financial Services, Inc.11,150$859K0.22%-31313F-HRTimeline
Gladstone Institutional Advisory LLC11,095$855K0.03%+5,02513F-HRTimeline
Mutual Advisors, LLC11,091$854K0.02%+3,71613F-HRTimeline
F&V Capital Management, LLC10,950$843K0.18%013F-HR/ATimeline
Total Clarity Wealth Management, Inc.10,945$843K0.2%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC10,904$840K0.46%+5,28013F-HRTimeline
Heritage Family Offices, LLP10,815$833K0.38%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,771$830K0.06%+5,36313F-HR/ATimeline
Foundry Financial LLC10,623$818K0.43%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC10,472$807K0.22%-66613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,343$797K0.04%+5,57113F-HRTimeline
Dentgroup LLC10,335$796K0.55%+2113F-HRTimeline
MGO ONE SEVEN LLC10,203$786K0.02%+7,12513F-HRTimeline
Atlas Wealth LLC10,192$785K0.24%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP10,143$781K0.19%013F-HRTimelineGroup
Sensible Money, LLC10,048$774K0.25%-713F-HRTimeline
North Ridge Wealth Advisors, Inc.10,001$770K0.43%+1313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,965$768K0.01%+1,68113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,908$763K0.34%013F-HRTimeline
Orion Capital Management LLC9,836$758K0.26%+19313F-HRTimeline
Pacific Excel Wealth Advisors, Inc.9,831$757K1.43%13F-HRTimeline
Brooklyn Investment Group9,757$751K0.03%new13F-HRTimeline
Callan Family Office, LLC9,585$738K0.02%013F-HRTimeline
J. Derek Lewis & Associates Inc.9,560$736K0.17%13F-HRTimeline
Kuhn & Co Investment Counsel9,553$736K0.49%+65913F-HRTimeline
Hoxton Planning & Management, LLC9,530$734K0.22%+30513F-HRTimeline
Targeted Financial Services LLC9,360$721K0.62%13F-HRTimeline
Sunpointe, LLC9,306$717K0.24%013F-HRTimeline
PLANWISER FINANCIAL, LLC8,709$712K0.53%-34,31613F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.8,970$691K0.08%+1,31413F-HRTimeline
Belleair Asset Management, LLC8,964$690K0.66%13F-HRTimeline
IFG Advisory, LLC8,930$688K0.03%+99713F-HRTimeline
B. Riley Wealth Advisors, Inc.8,866$683K0.03%-7913F-HRTimeline
Haverford Financial Services, Inc.8,855$682K0.19%013F-HRTimeline
Cassilly Financial Group LLC8,845$681K0.6%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,669$668K0.23%-27113F-HRTimeline
Parkwoods Wealth Partners, LLC8,650$666K0.2%+1,11613F-HRTimeline
Cloud Capital Management, LLC8,609$663K0.31%+67013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,599$662K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,473$653K<0.01%+8,27313F-HRTimelineGroup
Beacon Financial Advisory LLC8,461$652K0.15%+3,35613F-HRTimeline
Crusonia Wealth Advisors LLC8,400$647K0.14%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.8,282$638K0.38%-73013F-HRTimeline
KICKSTAND VENTURES, LLC.8,231$634K0.13%+5,24813F-HRTimeline
CogentBlue Wealth Advisors, LLC8,016$617K0.42%-14413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,965$613K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC7,793$600K0.37%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,729$595K0.02%-32613F-HRTimelineGroup
Caprock Group, LLC7,722$595K0.01%+1613F-HRTimeline
Total Wealth Planning, LLC7,672$591K1.26%-104,37913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,658$590K0.09%+6913F-HRTimeline
Centurion Wealth Management LLC7,633$588K0.13%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,618$587K0.2%+8613F-HRTimelineGroup
Ridgeline Wealth, LLC7,470$575K0.4%+5013F-HRTimeline
Abacus Planning Group, Inc.7,442$573K0.08%+24913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,421$572K0.03%-3913F-HRTimeline
DOVER ADVISORS, LLC7,416$571K0.22%+33213F-HRTimeline
Bison Wealth, LLC7,081$560K0.06%new13F-HRTimeline
Fortis Capital Management LLC6,990$538K0.07%new13F-HRTimeline
Fort Point Capital Partners LLC6,571$536K0.06%+10013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,900$531K<0.01%-5,60013F-HRTimeline
Evanson Asset Management, LLC6,892$531K0.03%+8413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,831$527K0.04%+4,23513F-HRTimeline
Investmark Advisory Group LLC6,712$517K0.22%+12113F-HRTimeline
Brio Consultants, LLC6,703$516K0.07%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,698$516K<0.01%+28913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,624$510K0.01%+1,06213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,606$509K0.36%-18113F-HRTimeline
Lauterbach Financial Advisors, LLC6,574$506K0.25%+29613F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,581$506K0.11%+3,13413F-HRTimeline
Integrity Wealth Solutions LLC6,522$502K0.2%+1,01713F-HRTimeline
Fortress Financial Solutions, LLC6,478$499K0.51%+1,33313F-HRTimeline
USAdvisors Wealth Management, LLC6,429$495K0.16%+19513F-HRTimeline
Compass Ion Advisors, LLC6,339$488K0.05%+19113F-HRTimeline
UMB Bank, n.a.6,250$481K0.01%-8013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peak Planning Group, LLC6,228$480K0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,136$473K0.01%+1,66613F-HRTimelineGroup
OMNI 360 Wealth, Inc.5,786$469K0.24%new13F-HRTimeline
CWA Asset Management Group, LLC5,992$462K0.02%013F-HRTimeline
Foster Group, Inc.5,965$459K0.01%-8713F-HRTimeline
Cambridge Financial Group, LLC7,533$456K0.16%+4613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,263$451K0.13%+1,71113F-HRTimeline
Squire Investment Management Company, L…5,678$437K0.13%-16013F-HRTimeline
Accurate Wealth Management, LLC5,395$431K0.05%+72713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,599$431K0.23%013F-HRTimeline
Decker Retirement Planning Inc.5,579$430K0.21%+313F-HRTimeline
Brown Financial Advisory5,559$428K0.22%013F-HRTimeline
Milestone Asset Management Group, LLC5,534$426K0.24%+84813F-HRTimeline
Santori & Peters, Inc.5,430$418K0.14%+47813F-HRTimeline
Family Investment Center, Inc.5,414$417K0.08%+2613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,335$411K<0.01%+4,47513F-HRTimelineGroup