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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

906 managers (920 13F filers) reported a position in AVEM shares at 2026-03-31, 228,247,722 shares in all. 147 filers opened a position and 24 filers sold out during the quarter.

Managers
906
13F filers
920
New
147
Added
457
Reduced
236
Sold out
24
Shares held by filers
228,247,722

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Perennial Investment Advisors, LLC35,757$2.88M0.23%-1,26113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.35,729$2.88M1.4%+8,35913F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.36,907$2.87M2.52%+4,17013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC35,494$2.86M0.53%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC31,267$2.81M1.16%+5,92713F-HRTimeline
Philip James Wealth Mangement, LLC34,249$2.76M0.32%-15,42013F-HRTimeline
Riverpoint Wealth Management Holdings, …34,219$2.76M0.59%new13F-HRTimeline
Sprinkle Financial Consultants LLC34,163$2.75M1.27%-1,18313F-HRTimeline
Navigoe, LLC33,819$2.73M1.61%+1,58713F-HRTimeline
Integrity Investment Advisors, LLC33,567$2.7M1.47%+6,06013F-HRTimeline
Aurelius Family Office LLC33,485$2.7M1.17%-81213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,480$2.7M0.45%+2,70513F-HRTimeline
Patriot Financial Group Insurance Agenc…33,234$2.68M0.15%+19,88113F-HRTimeline
Ariadne Wealth Management, LP33,185$2.67M1.2%+33513F-HRTimeline
Sunpointe, LLC33,146$2.67M0.87%+23,84013F-HRTimeline
Prosperity Consulting Group, LLC33,055$2.66M0.12%-31113F-HRTimeline
Wheels Up Wealth, Inc.32,989$2.66M2.5%-2,69913F-HRTimeline
Sharkey, Howes & Javer32,924$2.65M0.36%-16,84313F-HRTimeline
RAINIER FAMILY WEALTH INC32,903$2.65M1.78%new13F-HRTimeline
Atria Investments, Inc32,887$2.65M0.03%-11,80813F-HRTimeline
Trailhead Planners LLC32,468$2.62M2.51%+17413F-HRTimeline
Betterment LLC32,188$2.59M<0.01%+4,33813F-HRTimeline
HMV Wealth Advisors, LLC32,185$2.59M1.22%+2,14513F-HRTimeline
Marks Group Wealth Management, Inc31,941$2.57M0.25%+29,11913F-HRTimeline
Chatterton & Associates Inc.29,974$2.57M1.8%+8,08713F-HRTimeline
CAP Partners, LLC31,733$2.56M1.44%-56013F-HRTimeline
Stone Summit Wealth LLC31,557$2.54M0.71%-1,09313F-HRTimeline
Equita Financial Network, Inc.31,342$2.53M0.79%-2,31713F-HRTimeline
Mattson Financial Services, LLC31,195$2.51M0.6%-1,07513F-HRTimeline
NWAM LLC30,796$2.48M0.14%+5,69413F-HRTimeline
Shore Point Advisors, LLC80,727$2.44M0.96%-2,70813F-HRTimeline
Plum Street Advisors, LLC29,618$2.39M0.83%+10613F-HRTimeline
IFP Advisors, Inc29,531$2.38M0.05%+1,10213F-HRTimeline
Transcendent Capital Group LLC29,531$2.38M1.08%-20213F-HRTimeline
Sagace Wealth Management LLC29,526$2.38M1.61%+58313F-HRTimeline
Elyxium Wealth, LLC29,351$2.37M0.76%+15,36613F-HRTimeline
Western Reserve Capital Management, LLC29,191$2.35M1.93%+81813F-HRTimeline
Rialto Wealth Management, LLC29,151$2.35M0.53%+2,37713F-HRTimeline
RFG Advisory, LLC29,106$2.35M0.04%-72213F-HRTimeline
OmniStar Financial Group, Inc.28,972$2.33M1.21%-13,20613F-HRTimeline
Private Wealth Asset Management, LLC28,956$2.33M0.25%+23,85613F-HRTimeline
Prospect Financial Group LLC28,692$2.31M2.13%+86213F-HRTimeline
ORBA Wealth Advisors, L.L.C.28,468$2.29M2.74%-9,82513F-HRTimeline
Holos Integrated Wealth LLC28,030$2.29M1.16%-1213F-HRTimeline
Trilogy Capital Inc.28,258$2.28M0.1%-2,96713F-HRTimeline
Signal Advisors Wealth, LLC27,903$2.25M0.15%+5,14413F-HRTimeline
Seaside Wealth Management, Inc.27,450$2.21M0.62%-18813F-HRTimeline
OpenArc Corporate Advisory, LLC27,366$2.21M0.03%+35913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC27,345$2.2M1.41%new13F-HRTimeline
THEORY FINANCIAL LLC27,027$2.18M0.76%+5,46613F-HRTimeline
Symmetry Partners, LLC26,992$2.18M0.12%-2,23113F-HRTimeline
J.W. COLE ADVISORS, INC.26,740$2.15M0.07%+8,38613F-HRTimeline
KEB ASSET MANAGEMENT, LLC26,487$2.13M0.41%+19613F-HRTimeline
Bauman Advisory Group, LLC26,481$2.13M1.5%new13F-HRTimeline
PFG Advisors26,313$2.12M0.1%+2,33313F-HRTimeline
FMB WEALTH MANAGEMENT26,218$2.11M0.87%+1,54513F-HRTimeline
Empowered Funds, LLC26,169$2.11M0.01%new13F-HR/ATimeline
AGH Wealth Advisors, LLC26,130$2.11M1.55%new13F-HRTimeline
Private Wealth Management Group, LLC26,017$2.1M0.55%-86313F-HRTimeline
Hopwood Nicholas Hunter25,758$2.08M0.66%+10,77313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP25,737$2.07M0.03%+15,77213F-HRTimeline
FFG RETIREMENT ADVISORS LLC25,713$2.07M1.21%+13,04413F-HRTimeline
LEIGH BALDWIN & CO., LLC25,679$2.07M1.34%+4,48013F-HRTimeline
Riverwater Partners LLC25,542$2.06M0.69%new13F-HRTimeline
Clarity Capital Advisors, LLC25,496$2.05M0.96%+44313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…25,280$2.04M0.25%+13,79613F-HR/ATimelineGroup
PKS Advisory Services, LLC25,055$2.02M0.47%+1,67613F-HRTimeline
Leading Edge Financial Planning LLC25,000$2.01M0.42%+3,52513F-HRTimeline
Integrated Advisors Network LLC24,625$1.98M0.1%+2,35913F-HRTimeline
Outbound Financial Inc24,254$1.95M1.47%-18913F-HRTimeline
Clear Creek Financial Management, LLC24,166$1.95M0.15%+4,57313F-HRTimeline
WealthPoint Financial, LLC24,105$1.94M1.63%+2,82713F-HR/ATimeline
Petros Family Wealth, LLC23,941$1.93M1.37%+2,58013F-HRTimeline
MOTCO23,854$1.92M0.18%+82613F-HRTimeline
Capstone Wealth Management, Inc.23,572$1.91M1.62%+3,40513F-HRTimeline
Slagle Financial, LLC23,498$1.89M0.63%+17813F-HRTimeline
IEQ CAPITAL, LLC23,407$1.89M0.01%+5,95013F-HRTimeline
Centerpoint Advisory Group23,149$1.87M1.4%+7,69313F-HRTimeline
Asset Dedication, LLC23,123$1.86M0.13%-3213F-HRTimeline
Evensky & Katz LLC23,074$1.86M0.11%+65713F-HRTimeline
BUSH INVESTMENT GROUP, LLC22,986$1.85M1.01%+3,43113F-HRTimeline
Arax Advisory Partners22,735$1.85M0.05%-212,24013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC22,728$1.83M1.83%+99813F-HRTimeline
Sonoma Allocations LLC22,430$1.83M0.63%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,397$1.8M0.01%-413F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC22,331$1.8M1.18%-76813F-HRTimeline
marrick wealth, LLC22,231$1.79M1.51%-77613F-HRTimeline
WILLIAM JOHN SEMPOLINSKI21,983$1.77M0.89%new13F-HRTimeline
EVOKE WEALTH, LLC21,981$1.77M0.03%+87913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,857$1.76M+14,128Timeline
ENDEAVOR PRIVATE WEALTH, INC.21,680$1.75M0.5%-77513F-HRTimeline
LAM GROUP, INC.21,630$1.74M0.96%-38013F-HRTimeline
Herold Advisors, Inc.21,442$1.73M0.38%+2,98513F-HRTimeline
Dogwood Wealth Management LLC21,274$1.71M0.74%-13613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,835$1.68M<0.01%new13F-HRTimelineGroup
Wealth Management Partners, LLC20,789$1.68M0.48%-41313F-HRTimeline
L.K. Benson & Company, P.C.20,675$1.67M0.55%+23013F-HRTimeline
Cogent Private Wealth, Inc.20,675$1.67M1.2%+4,67613F-HRTimeline
Tyche Wealth Partners LLC20,662$1.66M0.26%+4,63713F-HRTimeline
BOK Financial Private Wealth, Inc.20,456$1.65M0.1%+4,11813F-HRTimeline
MB Generational Wealth, LLC20,396$1.64M0.91%013F-HRTimeline
Fortis Capital Management LLC20,284$1.63M0.22%+13,29413F-HRTimeline
BLVD Private Wealth, LLC20,107$1.62M1.41%-2,17813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,917$1.6M0.03%+16,62413F-HRTimeline
PAX Financial Group, LLC19,902$1.6M0.27%new13F-HRTimeline
Wealthfront Advisers LLC19,775$1.59M<0.01%+1,13613F-HRTimeline
Total Clarity Wealth Management, Inc.19,600$1.58M0.37%+8,65513F-HRTimeline
SAGE RHINO CAPITAL LLC19,093$1.54M0.29%+50113F-HRTimeline
WealthTrak Capital Management LLC19,074$1.54M1.1%+1,52413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC18,849$1.52M0.56%+1,83813F-HRTimeline
Aerodigm Wealth, LLC18,801$1.51M0.57%-1,07713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP18,748$1.51M0.17%+6,59413F-HRTimeline
Eaton-Cambridge Inc.18,709$1.51M0.47%+1,42813F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,459$1.49M0.24%+41313F-HRTimeline
Sovran Advisors, LLC16,450$1.49M0.12%+2,22113F-HRTimeline
Balboa Wealth Partners18,287$1.47M0.25%+5,29813F-HRTimeline
WEBSTER BANK, N. A.17,678$1.42M0.13%+16,91413F-HRTimeline
WEALTHGARDEN F.S. LLC17,472$1.41M0.96%-17,40913F-HRTimeline
COZAD ASSET MANAGEMENT INC17,406$1.4M0.11%-42713F-HRTimeline
Vestmark Advisory Solutions, Inc.17,381$1.4M0.02%+8,78213F-HRTimeline
LRI Investments, LLC17,186$1.38M0.12%013F-HRTimeline
BlackDiamond Wealth Management, LLC16,833$1.36M0.65%+2,61613F-HRTimeline
DBK Financial Counsel, LLC16,702$1.35M1.02%-37313F-HRTimeline
Valmark Advisers, Inc.16,648$1.34M0.02%-1,41313F-HRTimeline
WESPAC Advisors SoCal, LLC16,549$1.33M0.28%-13113F-HRTimeline
Allodium Investment Consultants, LLC16,483$1.33M0.64%+65613F-HRTimeline
Smartleaf Asset Management LLC16,671$1.3M0.05%+47013F-HRTimeline
Avidian Wealth Enterprises, LLC16,027$1.29M0.04%+1,27513F-HRTimeline
Ruedi Wealth Management, Inc.15,820$1.27M0.33%-55313F-HRTimeline
SAX WEALTH ADVISORS, LLC16,393$1.26M0.06%013F-HRTimeline
Fortis Group Advisors, LLC13,894$1.26M0.21%+20513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,449$1.24M0.08%+2,61513F-HRTimeline
Cetera Trust Company, N.A15,357$1.24M0.7%013F-HRTimeline
RVW Wealth, LLC15,339$1.24M0.1%-19913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,843$1.2M<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.14,754$1.19M0.05%+78213F-HRTimeline
Atlas Brown,Inc.14,648$1.18M0.36%+27713F-HRTimeline
Vannoy Advisory Group, Inc.14,590$1.18M0.74%013F-HRTimeline
Approach Retirement Advisors, LLC14,568$1.17M0.98%+1,41613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC14,503$1.17M0.47%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,262$1.15M0.01%new13F-HRTimelineGroup
Hardin Capital Partners, LLC14,244$1.15M0.53%+53113F-HRTimeline
Tempus Wealth Planning, LLC14,103$1.14M0.26%+2,20513F-HRTimeline
RAM Investment Partners, LLC14,088$1.14M0.2%-7313F-HRTimeline
Gladstone Institutional Advisory LLC14,067$1.13M0.04%+2,97213F-HRTimeline
Convergence Financial, LLC12,512$1.13M0.12%+1,12913F-HRTimeline
Merkkuri Wealth Advisors LLC13,997$1.13M0.75%+1,82913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,800$1.11M0.08%+3,02913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,669$1.1M0.02%+24813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC13,575$1.09M0.6%+2,67113F-HRTimeline
Clarity Wealth Development LLC13,510$1.09M0.89%-54913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,474$1.09M0.02%+25913F-HRTimelineGroup
Verdence Capital Advisors LLC13,292$1.07M0.06%+75213F-HRTimeline
Integrated Wealth Concepts LLC13,257$1.07M0.01%+9,53413F-HRTimeline
Sanchez Gaunt Capital Management, LLC13,151$1.06M0.66%13F-HRTimeline
Retirement Management Systems Inc.12,921$1.04M0.25%-45313F-HRTimeline
Friday Financial12,809$1.03M0.36%+53713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…12,730$1.03M0.21%-1113F-HRTimeline
Independent Advisor Alliance12,709$1.02M0.01%new13F-HRTimeline
Orion Capital Management LLC12,659$1.02M0.35%+2,82313F-HRTimeline
Lantern Wealth Advisors, LLC12,499$1.01M0.52%-1,03513F-HRTimeline
Pacific Asset Management, LLC12,422$1M0.56%-25213F-HRTimeline
Arkadios Wealth Advisors12,420$1M0.02%+8,86613F-HRTimeline
VANCE WEALTH, LLC12,315$992K0.29%-9713F-HRTimeline
Targeted Financial Services LLC12,300$991K0.81%+2,94013F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,273$989K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,237$986K0.01%-3,73113F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.12,049$971K0.55%13F-HRTimeline
BAM Wealth Management, LLC11,974$965K0.72%-1,63213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,939$962K0.04%+1,59613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,939$962K0.03%new13F-HRTimelineGroup
Creative Capital Management Investments…11,763$948K0.27%+47713F-HRTimeline
Kuhn & Co Investment Counsel11,604$935K0.6%+2,05113F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,598$935K0.06%-20113F-HRTimeline
Seed Wealth Management, Inc.11,580$933K0.64%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,515$928K0.25%+1,04313F-HRTimeline
Krilogy Financial LLC10,452$921K0.03%+1313F-HRTimeline
Centurion Wealth Management LLC11,136$897K0.2%+3,50313F-HRTimeline
BCR Wealth Strategies, LLC11,140$897K0.28%-26613F-HRTimeline
PCG Wealth Advisors, LLC11,105$895K0.23%-11213F-HRTimeline
Beacon Financial Advisory LLC11,087$893K0.2%+2,62613F-HRTimeline
Brooklyn Investment Group10,991$886K0.03%+1,23413F-HRTimeline
Ifrah Financial Services, Inc.10,857$875K0.23%-29313F-HRTimeline
Brio Consultants, LLC9,450$872K0.11%+2,74713F-HRTimeline
Cloud Capital Management, LLC10,536$848K0.37%+1,92713F-HRTimeline
KICKSTAND VENTURES, LLC.10,270$828K0.17%+2,03913F-HRTimeline
Summit Trail Advisors, LLC10,244$825K0.01%-4,25813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP10,143$817K0.2%013F-HRTimelineGroup
Sowell Financial Services LLC10,115$815K0.03%+7,05913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,108$815K0.09%+1,13813F-HRTimeline
Atlas Wealth LLC10,085$813K0.24%-10713F-HR/ATimeline
Sensible Money, LLC10,048$810K0.25%013F-HRTimeline
F&V Capital Management, LLC9,975$804K0.17%-97513F-HRTimeline
J. Derek Lewis & Associates Inc.9,976$804K0.18%+41613F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC9,915$799K0.43%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,908$798K0.36%013F-HRTimeline
Hoxton Planning & Management, LLC9,855$794K0.24%+32513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,803$790K0.06%+2,97213F-HRTimeline
RDA Financial Network9,623$775K0.19%+5,42413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,612$775K0.02%new13F-HRTimelineGroup