Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

SHS (fund)

990 managers (1,007 13F filers) reported a position in AVEM shares at 2026-06-30, 245,384,106 shares in all. 129 filers opened a position and 40 filers sold out during the quarter.

Managers
990
13F filers
1,007
New
129
Added
457
Reduced
324
Sold out
40
Shares held by filers
245,384,106

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Parcion Private Wealth LLC3,383$326K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,339$322K<0.01%new13F-HRTimelineGroup
Corsicana & Co.3,292$318K0.15%new13F-HRTimeline
Resurgent Financial Advisors LLC3,273$316K0.09%-1,90613F-HRTimeline
Vantage Point Financial LLC3,246$313K0.1%new13F-HRTimeline
Nova R Wealth, Inc.3,239$313K0.09%+1813F-HRTimeline
Kroeger Financial Partners3,221$311K0.3%13F-HRTimeline
PARK NATIONAL CORP /OH/3,195$308K0.01%013F-HRTimeline
Porter White Investment Advisors, Inc.3,186$307K0.12%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,173$306K0.03%+313F-HRTimeline
Clarity Wealth Development LLC3,168$306K0.17%-10,34213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,143$303K0.11%-2,14913F-HRTimeline
Mayfair Advisory Group, LLC3,382$302K0.09%+35913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,117$301K0.01%new13F-HRTimeline
Thrive Wealth Management, LLC3,033$293K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,974$287K<0.01%new13F-HRTimelineGroup
Zhang Financial LLC2,957$285K0.01%+413F-HRTimeline
Main Street Financial Solutions, LLC2,952$285K0.02%new13F-HRTimeline
Clark Asset Management, LLC2,945$284K0.02%+5813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.2,942$284K0.02%+4413F-HRTimeline
Aspen Capital Management, LLC2,938$283K0.06%+713F-HRTimeline
Revolve Wealth Partners, LLC2,902$280K0.03%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,872$277K0.07%+513F-HRTimeline
Fisher Asset Management, LLC2,844$274K<0.01%new13F-HRTimeline
ALKEME WEALTH, LLC2,802$270K0.1%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,026$270K0.11%new13F-HRTimeline
Lutz Financial Services LLC2,767$267K0.02%+113F-HRTimeline
E6 Portfolios, LLC2,767$267K0.21%new13F-HRTimeline
Advisory Solutions Group, LLC2,740$264K0.09%13F-HRTimeline
Caerus Investment Advisors, LLC2,727$263K0.09%013F-HRTimeline
Turner Financial Group, Inc.2,718$262K0.26%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,731$260K<0.01%+1213F-HRTimelineGroup
Meridian Wealth Management, LLC2,695$260K0.01%new13F-HRTimeline
JM2 Capital Inc.2,655$256K0.18%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC2,641$255K0.24%013F-HRTimeline
Fulcrum Equity Management2,638$255K0.21%-2,16613F-HRTimeline
Community Bank, N.A.2,624$253K0.03%-56013F-HRTimeline
Avise Financial Cooperative, Inc.2,589$250K0.18%new13F-HRTimeline
Vistica Wealth Advisors, LLC2,555$247K0.21%013F-HRTimeline
Greenwich Wealth Management LLC2,549$246K0.01%-1,01813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,549$246K0.01%+313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,547$246K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,547$246K0.03%-33713F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,531$244K0.11%-19013F-HRTimeline
Steffes Financial, Ltd.2,526$244K0.11%new13F-HRTimeline
Impact Partnership Wealth, LLC2,521$243K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.2,506$242K0.02%-8513F-HRTimeline
Alteri Wealth LLC2,487$240K0.07%-2,06213F-HRTimeline
RWA WEALTH PARTNERS, LLC2,470$238K<0.01%new13F-HRTimeline
FIDUCIENT ADVISORS LLC2,433$235K0.03%new13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.2,418$233K0.08%new13F-HRTimeline
CVA Family Office, LLC2,402$232K0.02%+1,41013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,400$232K0.01%013F-HRTimelineGroup
Arrowroot Family Office, LLC2,395$231K0.07%-27113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,449$230K0.02%new13F-HRTimelineGroup
Tufton Capital Management2,375$229K0.04%new13F-HRTimeline
Cornerstone Management, Inc.2,365$228K0.03%new13F-HRTimeline
NewEdge Wealth, LLC2,361$228K<0.01%new13F-HRTimeline
Copley Financial Group, Inc.2,343$226K0.14%-85213F-HRTimeline
CHAPIN DAVIS, INC.2,313$223K0.04%new13F-HRTimeline
Delos Wealth Advisors, LLC2,303$222K0.11%013F-HRTimeline
Regatta Research & Money Management2,291$221K0.21%13F-HRTimeline
Fermata Advisors, LLC2,276$220K0.04%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,240$216K0.01%-1,56513F-HRTimeline
Hexagon Capital Partners LLC2,220$214K0.03%new13F-HRTimeline
Freedom Investment Management, Inc.2,216$214K0.06%new13F-HRTimeline
Global Trust Wealth Management LLC2,211$213K0.15%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,206$213K0.01%new13F-HRTimeline
Kennebec Savings Bank2,205$213K0.17%+15013F-HRTimeline
Hedeker Wealth, LLC2,191$211K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC2,187$211K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,185$211K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,169$209K0.01%new13F-HRTimeline
Yardley Wealth Management LLC2,163$209K0.09%new13F-HRTimeline
Midwest Financial Network, LLC2,128$205K0.14%new13F-HRTimeline
Intelligence Driven Advisers, LLC2,105$203K0.03%new13F-HRTimeline
Everhart Financial Group, Inc.2,085$201K0.01%new13F-HRTimeline
Trust Co1,982$191K0.02%+24313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,570$151K0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,397$135K0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.1,368$132K0.03%+1,31013F-HRTimeline
TFC Financial Management, Inc.1,327$128K0.01%013F-HRTimeline
Ares Financial Consulting, LLC1,318$127K0.09%-43713F-HRTimeline
Salomon & Ludwin, LLC1,358$127K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,291$124K<0.01%+1,25113F-HRTimelineGroup
Tidemark, LLC1,272$123K0.03%-2913F-HRTimeline
Geneos Wealth Management Inc.1,253$121K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC1,190$115K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,148$111K<0.01%+84713F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,093$105K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,051$101K<0.01%-20913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,029$99.3K<0.01%-41813F-HRTimelineGroup
LGT Financial Advisors LLC997$96.2K0.51%-10913F-HRTimeline
MATHER GROUP, LLC.992$95.7K<0.01%+23213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…920$88.8K0.01%-44,24313F-HRTimelineGroup
Strive Financial Group ,LLC911$87.9K0.04%+5113F-HR/ATimeline
Strategic Wealth Partners, Ltd.847$81.7K0.01%-6213F-HRTimeline
MeadowBrook Investment Advisors LLC838$80.9K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management768$74.1K<0.01%-30113F-HRTimelineGroup
HHM Wealth Advisors, LLC680$65.6K0.01%+39513F-HRTimeline
Rossby Financial, LCC673$64.9K0.01%+22213F-HRTimeline
PlanVest Financial, Inc626$60.4K0.04%new13F-HRTimeline
MidFirst Bank616$59.4K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.597$57.6K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.600$54.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc537$51.8K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.531$51K<0.01%+7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MANNING & NAPIER ADVISORS LLC508$49K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$48.2K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding482$46.6K-295Timeline
CNB Bank477$46K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.447$43.1K0.01%new13F-HRTimeline
Bank of New Hampshire447$43.1K0.01%+10013F-HRTimeline
Collier Financial447$43.1K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA443$42.7K0.02%+25613F-HRTimeline
Synergy Investment Management, LLC440$42.5K0.01%+6913F-HRTimeline
Tanglewood Legacy Advisors, LLC435$42K0.01%013F-HRTimeline
CX Institutional411$40K<0.01%-41213F-HRTimeline
NorthAvenue LLC413$39.9K0.03%013F-HRTimeline
Abound Wealth Management406$39.2K0.01%-1,20613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA397$38.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…380$36.7K<0.01%+33413F-HRTimeline
GAMMA Investing LLC377$36.4K<0.01%013F-HRTimeline
BFSG, LLC369$35.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC363$35K0.01%new13F-HRTimeline
Archer Investment Corp320$30.9K0.01%new13F-HR/ATimeline
Key Capital Management, INC315$30.4K0.02%+21113F-HRTimeline
Key Financial Inc302$29.1K<0.01%013F-HRTimeline
HM PAYSON & CO284$27.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC276$26.6K<0.01%+11113F-HRTimeline
Triumph Capital Management275$26.5K<0.01%+2313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…274$26.4K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC246$23.7K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC234$22.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC220$21.2K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.214$20.6K0.02%013F-HRTimeline
Blue Trust, Inc.210$20.3K<0.01%-60213F-HRTimeline
GHP Investment Advisors, Inc.189$18.2K<0.01%-4913F-HRTimeline
FAS Wealth Partners, Inc.182$17.6K<0.01%+113F-HRTimeline
MCF Advisors LLC175$16.8K<0.01%+113F-HRTimeline
Silver Grove Financial Group, Inc.174$16.8K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.178$16.6K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.170$16.4K0.01%013F-HRTimeline
COUNTRY TRUST BANK163$15.7K<0.01%013F-HRTimeline
GGM Financial LLC151$14.6K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc150$14.5K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.141$13.6K<0.01%-1013F-HRTimeline
Atomic Invest LLC129$12.3K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd125$12.1K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC117$11.3K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC115$11.1K<0.01%-613F-HRTimeline
LANARK FINANCIAL, INC.111$10.7K<0.01%+5013F-HRTimeline
Glassman Wealth Services105$10.1K<0.01%+6913F-HRTimeline
SBI Securities Co., Ltd.105$10.1K<0.01%+5913F-HRTimeline
Cordgrass Capital Advisors, LLC100$9.65K<0.01%new13F-HRTimeline
S&T Bank/PA97$9.36K<0.01%013F-HRTimeline
Basepoint Wealth LLC89$8.55K<0.01%+113F-HRTimeline
TRUST CO OF VERMONT75$7.24K<0.01%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC75$7.2K<0.01%new13F-HRTimeline
American Capital Advisory, LLC74$7.14K<0.01%-15113F-HRTimeline
Montgomery Financial Services LLC71$6.85K0.01%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC68$6.56K<0.01%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67$6.46K<0.01%-32113F-HRTimelineGroup
HFM Investment Advisors, LLC62$5.98K<0.01%+2113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC62$5.98K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC58$5.6K<0.01%new13F-HRTimeline
Robinswood Financial LLC56$5.43K<0.01%013F-HRTimeline
Realta Investment Advisors56$5.4K<0.01%+4513F-HRTimeline
LifeSteps Financial, Inc.52$5.02K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC50$4.83K<0.01%new13F-HRTimeline
Downshift Financial, LLC45$4.34K<0.01%new13F-HRTimeline
Pacific Center for Financial Services43$4.15K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC44$4.03K<0.01%+3013F-HRTimeline
Networth Advisors, LLC33$3.2K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.33$3.14K<0.01%new13F-HRTimeline
Addison Advisors LLC27$2.61K<0.01%013F-HRTimeline
Copia Wealth Management26$2.51K<0.01%new13F-HRTimeline
Luminist Capital LLC0$1.93K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Reyes Financial Architecture, Inc.17$1.64K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB15$1.45K<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.13$1.2K<0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12$1.16K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.9$868<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.9$868<0.01%new13F-HRTimeline
Westfuller Advisors, LLC9$868<0.01%013F-HRTimeline
Lodestone Wealth Management LLC8$789<0.01%013F-HRTimeline
EASTERN BANK8$772<0.01%-3813F-HRTimeline
Keating Financial Advisory Services, In…8$772<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.4$399<0.01%-5413F-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.