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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
Callan Family Office, LLC9,585$772K0.02%013F-HRTimeline
Haverford Financial Services, Inc.9,568$771K0.23%+71313F-HRTimeline
PLANWISER FINANCIAL, LLC8,673$762K0.55%-3613F-HRTimeline
OMNI 360 Wealth, Inc.9,250$745K0.38%+3,46413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,243$745K0.01%+3,90813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,455$735K0.05%+58913F-HRTimeline
Catalina Capital Group, LLC9,118$735K0.45%+1,32513F-HRTimeline
Belleair Asset Management, LLC8,964$722K0.66%013F-HRTimeline
Fortress Financial Solutions, LLC8,963$722K0.75%+2,48513F-HRTimeline
Cassilly Financial Group LLC8,925$719K0.62%+8013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,922$719K0.07%new13F-HRTimelineGroup
Sensenig Capital Advisors, Inc8,907$718K0.74%new13F-HRTimeline
Evanson Asset Management, LLC8,801$709K0.04%+1,90913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,792$708K0.24%+12313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,683$700K0.01%+2,54713F-HRTimelineGroup
A4 Wealth Advisors LLC8,677$699K0.58%-3,89413F-HRTimeline
Linscomb Wealth, Inc.8,629$695K0.03%new13F-HRTimeline
DOVER ADVISORS, LLC8,618$694K0.29%+1,20213F-HRTimeline
USAdvisors Wealth Management, LLC8,907$692K0.23%+2,47813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,542$688K0.02%+1,91813F-HR/ATimeline
Crusonia Wealth Advisors LLC8,393$676K0.14%-713F-HRTimeline
North Ridge Wealth Advisors, Inc.8,346$672K0.38%-1,65513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.8,329$671K0.39%+4713F-HRTimeline
Bison Wealth, LLC7,058$670K0.07%-2313F-HRTimeline
StrongBox Wealth, LLC8,244$664K0.21%+3,41513F-HRTimeline
Parkwoods Wealth Partners, LLC8,105$653K0.16%-54513F-HRTimeline
Signature Equity Partners, LLC8,098$653K0.35%+7,97113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,071$650K0.03%+65013F-HRTimeline
Santori & Peters, Inc.8,069$650K0.2%+2,63913F-HRTimeline
CogentBlue Wealth Advisors, LLC8,016$646K0.43%013F-HRTimeline
Lauterbach Financial Advisors, LLC8,009$645K0.32%+1,43513F-HRTimeline
Nemes Rush Group LLC8,001$645K0.06%+3,79013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,884$635K<0.01%-58913F-HRTimelineGroup
D.A. DAVIDSON & CO.7,705$621K<0.01%new13F-HRTimeline
TSFG, LLC7,679$619K0.09%+7,37213F-HRTimeline
Caprock Group, LLC7,679$619K0.02%-4313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,661$617K0.1%+313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,626$615K<0.01%new13F-HRTimelineGroup
Asempa Wealth Advisors7,527$612K0.53%-4,66013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,565$610K<0.01%-40013F-HRTimelineGroup
Cambridge Financial Group, LLC7,545$608K0.21%+1213F-HRTimeline
Cauble & Harre Wealth Management, Inc.6,495$605K0.48%new13F-HRTimeline
Ridgeline Wealth, LLC7,468$602K0.43%-213F-HRTimeline
VICUS CAPITAL7,444$600K0.04%+3,30713F-HRTimeline
Abacus Planning Group, Inc.7,442$600K0.08%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.7,397$596K0.63%-2,43413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,376$594K0.03%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,355$592K0.18%+77413F-HRTimeline
UMB Bank, n.a.7,237$583K0.01%+98713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investmark Advisory Group LLC7,223$582K0.25%+51113F-HRTimeline
Foundry Financial LLC7,160$577K0.24%-3,46313F-HRTimeline
Spartan Wealth Advisory Services LLC7,124$574K0.05%13F-HRTimeline
Peak Planning Group, LLC7,100$572K0.16%+87213F-HRTimeline
GatePass Capital, LLC6,964$561K0.27%+2,50013F-HRTimeline
Accurate Wealth Management, LLC6,524$561K0.07%+1,12913F-HRTimeline
PFG Investments, LLC6,928$558K0.03%+2,48913F-HRTimeline
Aprio Wealth Management, LLC6,895$556K0.03%+1,57013F-HRTimeline
TFO Wealth Partners, LLC6,855$552K0.08%+3,38613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding6,849$552KnewTimeline
Aureum Wealth Management, LLC6,787$547K0.38%new13F-HRTimeline
Trademark Financial Management, LLC6,681$538K0.26%new13F-HRTimeline
CWA Asset Management Group, LLC6,644$535K0.02%+65213F-HRTimeline
Fort Point Capital Partners LLC6,576$530K0.07%+513F-HRTimeline
Integrity Wealth Solutions LLC6,565$529K0.21%+4313F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,553$528K0.36%-5313F-HRTimeline
Operose Advisors LLC6,494$523K0.12%+1,61513F-HRTimeline
UPTICK PARTNERS, LLC6,403$516K0.1%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,385$515K0.19%-1,23313F-HR/ATimelineGroup
Compass Ion Advisors, LLC6,339$511K0.05%013F-HRTimeline
HBW ADVISORY SERVICES LLC6,265$505K0.05%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,983$482K<0.01%+1,20513F-HRTimeline
Parkway Wealth Management Group, LLC5,585$478K0.06%+1,05113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,924$477K0.01%new13F-HRTimeline
Elevation Wealth Management LLC5,924$477K0.44%new13F-HRTimeline
Foster Group, Inc.5,914$477K0.01%-5113F-HRTimeline
Cadia Private Client LLC5,750$463K0.38%+1,53513F-HRTimeline
West Wealth Group, LLC5,732$462K0.09%new13F-HRTimeline
Squire Investment Management Company, L…5,678$458K0.13%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,675$457K0.02%+1,66913F-HRTimelineGroup
Gotham Asset Management, LLC5,665$456K<0.01%+3,01113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,647$455K0.24%+4813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,570$449K0.01%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,530$446K0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,536$442K0.14%+1,49413F-HRTimeline
Thayer Financial, L.L.C.5,475$441K0.45%+21013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,472$441K<0.01%+2,35613F-HRTimeline
Family Investment Center, Inc.5,463$440K0.08%+4913F-HRTimeline
Milestone Asset Management Group, LLC5,394$435K0.25%-14013F-HRTimeline
GC Wealth Management RIA, LLC5,302$427K0.02%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,292$426K0.19%+60213F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,288$426K<0.01%+1,72213F-HRTimelineGroup
Decker Retirement Planning Inc.5,282$426K0.19%-29713F-HRTimeline
Kaufman Rossin Wealth, LLC5,212$420K0.24%+93113F-HRTimeline
Resurgent Financial Advisors LLC5,179$417K0.15%+88313F-HRTimeline
Vawter Financial, Ltd.5,110$412K0.17%new13F-HR/ATimeline
VISTA INVESTMENT PARTNERS II, LLC5,045$407K0.18%new13F-HRTimeline
Madrid Wealth Management, LLC5,011$404K0.3%-613F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,899$395K<0.01%-7113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC4,895$394K0.01%new13F-HRTimeline
Narus Financial Partners, LLC4,880$393K0.1%new13F-HRTimeline
Empirical Asset Management, LLC4,868$392K0.1%+1,79913F-HRTimeline
Fulcrum Equity Management4,804$387K0.38%+27313F-HRTimeline
Prosperitas Financial LLC4,795$386K0.14%new13F-HRTimeline
Latitude Advisors, LLC4,778$385K0.18%new13F-HRTimeline
High Net Worth Advisory Group LLC4,740$382K0.09%+1,85813F-HRTimeline
TIAAgroup of 2 filers holding4,679$377KnewTimeline
Horizon Investment Services, LLC4,664$376K0.13%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,600$371K<0.01%new13F-HRTimelineGroup
Emprise Bank4,577$369K0.15%+1,00313F-HRTimeline
Meredith Wealth Planning4,555$367K0.1%new13F-HRTimeline
Alteri Wealth LLC4,549$367K0.12%new13F-HRTimeline
Austin Asset Management Co Inc4,538$366K0.06%-34113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,507$363K0.32%-6213F-HRTimeline
Saxony Capital Management, LLC4,507$363K0.21%+713F-HRTimeline
MSH Capital Advisors LLC4,492$362K0.08%+74213F-HRTimeline
LaSalle St. Investment Advisors, LLC4,405$355K0.05%+87413F-HRTimeline
Greenline Wealth Management LLC4,390$354K0.41%+4,37313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,347$350K0.04%new13F-HRTimeline
Qube Research & Technologies Ltd4,343$350K<0.01%new13F-HRTimeline
Visionary Wealth Advisors4,342$350K0.02%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,319$348K<0.01%+3913F-HR/ATimelineGroup
Alpha Financial Partners LLC4,258$343K0.2%new13F-HRTimeline
PRIVATE TRUST CO NA4,143$334K0.03%+1,87813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,140$334K0.04%013F-HRTimeline
MBE Wealth Management, LLC4,120$332K0.14%-48913F-HRTimeline
Austin Wealth Management, LLC4,081$332K0.08%new13F-HRTimeline
Millington Financial Advisors, LLC3,681$329K0.14%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,088$329K<0.01%-30013F-HRTimelineGroup
ASPIRIANT, LLC4,083$329K0.01%013F-HRTimeline
Westside Investment Management, Inc.4,042$326K0.05%+1,20513F-HRTimeline
Axis Wealth Partners, LLC4,025$324K0.17%new13F-HRTimeline
Signature Wealth Management Group3,952$318K0.12%new13F-HRTimeline
Cornerstone Capital, Inc.3,815$307K0.03%013F-HRTimeline
Mesirow Financial Investment Management…3,811$307K<0.01%+7313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,805$307K0.02%+1,14913F-HRTimeline
Element Wealth, LLC3,790$305K0.13%new13F-HRTimeline
SCS Capital Management LLC3,766$303K<0.01%new13F-HRTimeline
Vilga Financial Planning LLC3,756$303K0.27%013F-HRTimeline
Envision Financial LLC3,740$301K0.16%+13013F-HRTimeline
Pinnacle Bancorp, Inc.3,725$300K0.09%013F-HRTimeline
Brown Financial Advisory3,706$299K0.15%-1,85313F-HRTimeline
Avion Wealth3,610$290K0.06%013F-HRTimeline
Beverly Hills Private Wealth, LLC3,592$289K0.05%-11113F-HRTimeline
Greenwich Wealth Management LLC3,567$287K0.01%new13F-HRTimeline
Keystone Financial Group3,554$286K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…3,548$286K0.2%+3,24013F-HRTimeline
Ignite Planners, LLC3,402$284K0.04%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,508$283K0.03%new13F-HRTimeline
Jacobi Capital Management LLC3,508$283K0.02%-4313F-HRTimeline
Accredited Investors Inc.3,499$282K0.02%new13F-HRTimeline
Busey Bank3,482$281K0.01%new13F-HRTimeline
Gryphon Financial Partners LLC3,431$276K0.03%new13F-HRTimeline
Pinnacle Family Advisors, LLC3,397$274K0.13%new13F-HRTimeline
Parcion Private Wealth LLC3,383$273K0.02%+16813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,359$271K0.02%+13113F-HRTimeline
SMITH, MOORE & CO.3,258$263K0.02%new13F-HRTimeline
Nova R Wealth, Inc.3,221$260K0.08%+213F-HRTimeline
PARK NATIONAL CORP /OH/3,195$257K0.01%new13F-HRTimeline
Copley Financial Group, Inc.3,195$257K0.16%-14713F-HRTimeline
Porter White Investment Advisors, Inc.3,186$257K0.1%013F-HRTimeline
Community Bank, N.A.3,184$257K0.03%-3213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,170$255K0.03%-58013F-HRTimeline
Triad Wealth Partners, LLC3,169$255K0.02%-4513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,099$250K0.05%new13F-HRTimeline
RHL GROUP, LLC3,086$249K0.21%+1,82413F-HRTimeline
Thrive Wealth Management, LLC3,033$244K0.04%new13F-HRTimeline
Mayfair Advisory Group, LLC3,023$244K0.09%new13F-HRTimeline
Generations Wealth, LLC3,018$243K0.24%+21613F-HRTimeline
Zhang Financial LLC2,953$238K0.01%-41313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,948$238K0.02%+2,75713F-HRTimeline
Dana Investment Advisors, Inc.2,946$237K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP2,937$237K0.02%-6513F-HRTimeline
Talisman Wealth Advisors LLC2,933$236K0.19%new13F-HRTimeline
Aspen Capital Management, LLC2,931$236K0.06%+113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,904$234K0.17%new13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.2,898$234K0.02%new13F-HRTimeline
Clark Asset Management, LLC2,887$233K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,884$232K0.03%new13F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /2,867$231K0.07%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,845$229K<0.01%new13F-HRTimelineGroup
Bragg Financial Advisors, Inc2,839$229K0.01%new13F-HRTimeline
ALKEME WEALTH, LLC2,802$226K0.09%013F-HRTimeline
Lutz Financial Services LLC2,766$223K0.01%013F-HRTimeline
Caerus Investment Advisors, LLC2,727$220K0.09%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,719$219K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,721$219K0.11%new13F-HRTimeline
Arrowroot Family Office, LLC2,666$215K0.07%+713F-HR/ATimeline
COGENT STRATEGIC WEALTH LLC2,641$213K0.22%new13F-HRTimeline
First Heartland Consultants, Inc.2,591$209K0.02%new13F-HRTimeline
Vistica Wealth Advisors, LLC2,555$206K0.21%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,546$205K0.01%new13F-HRTimeline
Facet Wealth, Inc.2,544$205K<0.01%-46513F-HRTimeline
POM Investment Strategies, LLC2,503$202K0.25%-46,68913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$193K0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC2,303$186K0.11%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,277$184K0.05%-2,98613F-HRTimeline
Kennebec Savings Bank2,055$166K0.15%-18213F-HRTimeline
Ares Financial Consulting, LLC1,755$143K0.11%+113F-HRTimeline
Trust Co1,739$140K0.01%+67813F-HRTimeline
Abound Wealth Management1,612$130K0.03%new13F-HRTimeline