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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
Aprio Wealth Management, LLC5,325$410K0.02%+1313F-HRTimeline
GC Wealth Management RIA, LLC5,302$408K0.01%013F-HRTimeline
Thayer Financial, L.L.C.5,265$406K0.43%13F-HRTimeline
Magnus Financial Group LLC5,213$401K0.03%+2,07613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,109$393K0.01%+1,41213F-HRTimelineGroup
Private Wealth Asset Management, LLC5,100$393K0.04%new13F-HRTimeline
Madrid Wealth Management, LLC5,017$386K0.31%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,970$383K<0.01%+1,96213F-HRTimelineGroup
Safe Harbor Wealth Advisors, LLC4,414$379K0.37%13F-HRTimeline
Operose Advisors LLC4,879$376K0.09%+3,86613F-HRTimeline
Austin Asset Management Co Inc4,879$376K0.06%-1,36713F-HRTimeline
Belpointe Asset Management LLC4,839$373K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC4,839$373K0.06%new13F-HRTimeline
StrongBox Wealth, LLC4,829$372K0.12%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,778$368K<0.01%+41613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,690$361K0.17%new13F-HRTimeline
M1 Capital Management LLC4,629$357K0.15%new13F-HRTimeline
MBE Wealth Management, LLC4,609$355K0.15%+59013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,569$352K0.33%13F-HRTimeline
Parkway Wealth Management Group, LLC4,534$349K0.05%13F-HRTimeline
Fulcrum Equity Management4,531$349K0.33%new13F-HRTimeline
Saxony Capital Management, LLC4,500$347K0.21%013F-HRTimeline
GatePass Capital, LLC4,464$344K0.18%new13F-HRTimeline
PFG Investments, LLC4,439$342K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,388$338K<0.01%+513F-HRTimelineGroup
Resurgent Financial Advisors LLC4,296$331K0.17%new13F-HRTimeline
Kaufman Rossin Wealth, LLC4,281$330K0.17%-35313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,280$330K<0.01%+9713F-HR/ATimelineGroup
Cadia Private Client LLC4,215$325K0.26%13F-HRTimeline
Nemes Rush Group LLC4,211$324K0.03%+78213F-HRTimeline
Vantus Wealth LLC4,200$323K0.24%13F-HRTimeline
RDA Financial Network4,199$323K0.08%+3713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,140$319K0.04%013F-HRTimeline
VICUS CAPITAL4,137$319K0.02%-5113F-HRTimeline
ASPIRIANT, LLC4,083$314K0.01%013F-HRTimeline
Millington Financial Advisors, LLC3,681$312K0.14%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC4,028$310K0.12%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,042$309K0.1%+3,78213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,006$309K0.01%-10813F-HRTimelineGroup
Stewardship Advisors, LLC3,847$296K0.07%-32513F-HRTimeline
Cornerstone Capital, Inc.3,815$294K0.03%013F-HRTimeline
Vilga Financial Planning LLC3,756$289K0.28%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,750$289K0.03%-713F-HRTimeline
MSH Capital Advisors LLC3,750$289K0.06%new13F-HRTimeline
Mesirow Financial Investment Management…3,738$288K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,725$287K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC3,723$287K<0.01%+18313F-HRTimeline
Beverly Hills Private Wealth, LLC3,703$285K0.05%-18413F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC3,629$280K0.03%+25613F-HRTimeline
Envision Financial LLC3,610$278K0.15%013F-HRTimeline
Avion Wealth3,610$278K0.06%013F-HRTimeline
Edge Financial Advisors LLC3,597$277K0.12%-90413F-HRTimeline
Emprise Bank3,574$275K0.11%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,566$275K<0.01%-5613F-HRTimelineGroup
Arkadios Wealth Advisors3,554$274K0.01%new13F-HRTimeline
Jacobi Capital Management LLC3,551$273K0.02%-19113F-HRTimeline
LaSalle St. Investment Advisors, LLC3,531$271K0.04%+64413F-HRTimeline
Freedom Investment Management, Inc.3,492$269K0.08%-70313F-HRTimeline
TFO Wealth Partners, LLC3,469$267K0.04%+513F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,409$263K0.06%new13F-HRTimeline
Argo Wealth Advisory, LLC3,375$260K0.16%13F-HRTimeline
Zhang Financial LLC3,366$259K0.01%013F-HRTimeline
Copley Financial Group, Inc.3,342$257K0.16%-9813F-HRTimeline
Facet Wealth, Inc.3,009$256K<0.01%new13F-HRTimeline
Northwest Capital Management Inc3,294$254K1.1%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,293$254K<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,260$251K<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC3,228$249K0.02%013F-HRTimeline
Nova R Wealth, Inc.3,219$248K0.09%new13F-HRTimeline
Community Bank, N.A.3,216$248K0.03%+11513F-HRTimeline
Parcion Private Wealth LLC3,215$248K0.02%013F-HRTimeline
Triad Wealth Partners, LLC3,214$248K0.02%+17313F-HRTimeline
Porter White Investment Advisors, Inc.3,186$245K0.1%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,116$240K<0.01%-2,55313F-HRTimeline
Empirical Asset Management, LLC3,069$236K0.07%new13F-HRTimeline
Sowell Financial Services LLC3,056$235K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP3,002$231K0.02%new13F-HRTimeline
Aspen Capital Management, LLC2,930$226K0.06%+2013F-HRTimeline
High Net Worth Advisory Group LLC2,882$222K0.05%+4413F-HRTimeline
Fisher Asset Management, LLC2,879$222K<0.01%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,865$221K0.07%-17013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,861$220K+2,713Timeline
Westside Investment Management, Inc.2,837$219K0.04%+22713F-HRTimeline
Marks Group Wealth Management, Inc2,822$217K0.02%new13F-HRTimeline
ALKEME WEALTH, LLC2,802$216K0.09%new13F-HRTimeline
Generations Wealth, LLC2,802$216K0.22%13F-HRTimeline
Lutz Financial Services LLC2,766$213K0.01%+1713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,726$210K<0.01%new13F-HRTimeline
Arrowroot Family Office, LLC2,659$205K0.07%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,656$205K0.02%new13F-HRTimeline
Gotham Asset Management, LLC2,654$204K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC2,634$203K0.02%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$185K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,265$174K0.02%013F-HRTimeline
Kennebec Savings Bank2,237$172K0.15%-3913F-HRTimeline
SageView Advisory Group, LLC1,771$136K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC1,754$135K0.13%13F-HRTimeline
Clarity Asset Management, Inc.1,656$128K0.07%+613F-HRTimeline
Tidemark, LLC1,647$127K0.04%-23513F-HRTimeline
Salomon & Ludwin, LLC1,427$113K0.01%-9613F-HRTimeline
Steward Partners Investment Advisory, L…1,413$109K<0.01%-70913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,356$104K<0.01%+14013F-HRTimelineGroup
TFC Financial Management, Inc.1,327$102K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$97.5K0.02%013F-HRTimeline
RHL GROUP, LLC1,262$97.2K0.08%13F-HRTimeline
Running Point Capital Advisors, LLC1,197$92.2K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,200$89.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,093$84K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,078$83K<0.01%+32613F-HRTimelineGroup
Trust Co1,061$81.7K0.01%new13F-HRTimeline
LGT Financial Advisors LLC1,037$79.9K0.49%-313F-HRTimeline
Strategic Wealth Partners, Ltd.920$70.8K<0.01%-2,46213F-HRTimeline
Strive Financial Group ,LLC860$66.2K0.04%13F-HR/ATimeline
CVA Family Office, LLC854$65.8K0.01%-3013F-HRTimeline
MeadowBrook Investment Advisors LLC838$64.5K0.06%new13F-HRTimeline
CX Institutional823$63K<0.01%+1313F-HRTimeline
WealthShield Partners, LLC800$61.6K0.01%013F-HRTimeline
WEBSTER BANK, N. A.764$58.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.703$54.1K0.04%+47613F-HRTimeline
Parkside Financial Bank & Trust700$53.9K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.669$51.5K<0.01%-38113F-HRTimeline
Financial Freedom, LLC655$50.4K0.03%new13F-HRTimeline
Motiv8 Investments LLC612$47K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.553$43K<0.01%+18313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Team Financial Group, LLC557$42.9K0.02%+36113F-HRTimeline
MANNING & NAPIER ADVISORS LLC508$39.1K<0.01%-32513F-HRTimeline
CNB Bank477$36.7K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.465$35.8K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC439$33.8K<0.01%+28913F-HRTimeline
Blue Trust, Inc.435$33.5K<0.01%-34513F-HRTimeline
Tanglewood Legacy Advisors, LLC435$33.5K0.01%013F-HRTimeline
NorthAvenue LLC413$31.8K0.03%13F-HRTimeline
American Capital Advisory, LLC397$30.6K0.01%013F-HRTimeline
TD Capital Management LLC394$30.4K<0.01%+613F-HRTimeline
GAMMA Investing LLC377$29K<0.01%-2213F-HRTimeline
BFSG, LLC369$28.4K<0.01%013F-HRTimeline
Bank of New Hampshire348$26.8K0.01%013F-HRTimeline
TSFG, LLC307$24K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…308$23.8K0.02%+413F-HRTimeline
Key Financial Inc302$23.3K<0.01%+29613F-HRTimeline
GHP Investment Advisors, Inc.299$23K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…299$23K<0.01%-24313F-HRTimelineGroup
Wellington Grp LLC296$22.8K0.01%13F-HR/ATimeline
Triumph Capital Management292$22.5K<0.01%new13F-HRTimeline
HM PAYSON & CO284$21.9K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…263$20.3K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC237$18.3K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC220$16.9K<0.01%-31313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC220$16.9K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.214$16.5K0.01%13F-HRTimeline
Root Financial Partners, LLC213$16.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC191$14.7K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA187$14.4K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.181$13.9K<0.01%-19613F-HRTimeline
SHP Wealth Management180$13.9K<0.01%13F-HRTimeline
MCF Advisors LLC173$13.4K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.170$13.1K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC165$12.7K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC159$12.2K0.01%new13F-HRTimeline
GGM Financial LLC150$11.6K0.01%+213F-HRTimeline
Raleigh Capital Management Inc.140$10.8K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC127$9.78K0.01%13F-HRTimeline
AdvisorNet Financial, Inc114$8.76K<0.01%-35913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC106$8.16K<0.01%-4313F-HRTimeline
Key Capital Management, INC99$7.62K0.01%13F-HRTimeline
S&T Bank/PA97$7.47K<0.01%013F-HRTimeline
Scarborough Advisors, LLC82$6.32K<0.01%+3813F-HRTimeline
TRUST CO OF VERMONT75$5.78K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC74$5.7K<0.01%-313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC58$4.47K<0.01%013F-HRTimeline
EASTERN BANK46$3.54K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…46$3.54K<0.01%013F-HRTimeline
Glassman Wealth Services36$2.77K<0.01%013F-HRTimeline
Networth Advisors, LLC33$2.54K<0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.31$2.39K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC31$2.39K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC17$1.34K<0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.17$1.31K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC14$1.19K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB15$1.16K<0.01%013F-HRTimeline
Investors Research Corp15$1.16K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.77$924<0.01%new13F-HRTimelineGroup
Realta Investment Advisors11$847<0.01%new13F-HRTimeline
Addison Advisors LLC10$771<0.01%013F-HRTimeline
SBI Securities Co., Ltd.9$693<0.01%+413F-HRTimeline
Lodestone Wealth Management LLC8$626<0.01%new13F-HRTimeline
Westfuller Advisors, LLC8$616<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.7$548<0.01%new13F-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.