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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
CX Institutional810$61K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC800$60.1K0.01%013F-HRTimeline
WealthShield Partners, LLC800$60.1K0.01%013F-HRTimeline
Blue Trust, Inc.780$58.6K<0.01%+58813F-HRTimeline
WEBSTER BANK, N. A.764$57.4K0.01%013F-HRTimeline
MATHER GROUP, LLC.760$57.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management752$56.5K<0.01%+57513F-HRTimelineGroup
Parkside Financial Bank & Trust698$52.4K<0.01%013F-HRTimeline
Annandale Capital, LLC66,210$49.7K0.87%-22313F-HRTimeline
Tripletail Wealth Management, LLC637$48.8K0.06%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…542$40.7K<0.01%+4013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC533$40K<0.01%new13F-HRTimeline
CNB Bank477$35.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc473$35.6K<0.01%-1913F-HRTimeline
Tanglewood Legacy Advisors, LLC435$32.7K0.01%013F-HRTimeline
GAMMA Investing LLC399$30K<0.01%+24913F-HRTimeline
American Capital Advisory, LLC397$29.8K0.01%new13F-HRTimeline
TD Capital Management LLC388$29.2K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.377$28.3K<0.01%+8513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.370$28K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BFSG, LLC369$27.7K<0.01%013F-HRTimeline
Bank of New Hampshire348$26.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC330$24.8K<0.01%-113F-HRTimeline
TSFG, LLC307$23K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…304$22.8K0.02%013F-HRTimeline
HM PAYSON & CO284$21.3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.260$20K0.01%013F-HRTimeline
Binnacle Investments Inc233$17.5K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.227$17.1K0.02%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC220$16.5K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd214$16.1K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC213$16K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO200$15K<0.01%+9713F-HRTimelineGroup
Team Financial Group, LLC196$14.7K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA187$14K0.01%013F-HRTimeline
Accredited Wealth Management, LLC137$12.8K0.01%-3413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.170$12.8K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC165$12.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$11.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…148$11.2K<0.01%+6013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC149$11.2K0.01%-4513F-HRTimeline
GGM Financial LLC148$11.1K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.139$10.4K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC126$9.46K<0.01%new13F-HRTimeline
S&T Bank/PA97$7.29K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department86$6.46K<0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC77$5.78K<0.01%-2313F-HRTimeline
Hughes Financial Services, LLC59$4.6K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC58$4.36K<0.01%+5513F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC58$4.36K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…46$3.46K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC44$3.31K<0.01%new13F-HRTimeline
True Wealth Design, LLC40$3K<0.01%new13F-HRTimeline
Glassman Wealth Services36$2.7K<0.01%-8413F-HRTimeline
Kozak & Associates, Inc.35$2.68K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25$2K<0.01%-30913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB15$1.13K<0.01%-2,49913F-HR/ATimeline
OAKWORTH CAPITAL, INC.12$901<0.01%new13F-HRTimeline
Addison Advisors LLC10$740<0.01%013F-HRTimeline
Westfuller Advisors, LLC8$601<0.01%new13F-HRTimeline
Key Financial Inc6$455<0.01%013F-HRTimeline
SBI Securities Co., Ltd.5$376<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2$164<0.01%013F-HRTimeline
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.
Golden State Wealth Management, LLC0$00%-3013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.