Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

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
Arlington Trust Co LLCin group Arlington Trust Co LLC1,570$127K0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,447$117K<0.01%+1,41613F-HRTimelineGroup
Salomon & Ludwin, LLC1,358$110K0.01%-6913F-HRTimeline
TFC Financial Management, Inc.1,327$107K0.01%013F-HRTimeline
Tidemark, LLC1,301$105K0.03%-34613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,266$102K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,260$102K0.01%+82113F-HRTimeline
Geneos Wealth Management Inc.1,251$101K<0.01%+58213F-HRTimeline
LGT Financial Advisors LLC1,106$89.2K0.46%+6913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,106$89.1K0.06%+1,04813F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,093$88K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,069$86.1K<0.01%-913F-HRTimelineGroup
True Link Financial Advisors, LLC1,000$80.6K<0.01%new13F-HR/ATimeline
CVA Family Office, LLC992$79.9K0.01%+13813F-HRTimeline
Longview Financial Advisors, Inc.969$78.1K0.05%new13F-HRTimeline
Strategic Wealth Partners, Ltd.909$73.2K0.01%-1113F-HRTimeline
Strive Financial Group ,LLC860$69K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC838$67.5K0.06%013F-HRTimeline
CX Institutional823$66K<0.01%013F-HRTimeline
Blue Trust, Inc.812$65.5K<0.01%+37713F-HRTimeline
WealthShield Partners, LLC809$65.2K0.01%+913F-HRTimeline
Root Financial Partners, LLC793$63.9K<0.01%+58013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding777$62.7K-2,084Timeline
MATHER GROUP, LLC.760$61.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust700$56.4K<0.01%013F-HRTimeline
Team Financial Group, LLC659$53.1K0.02%+10213F-HRTimeline
Financial Freedom, LLC655$52.8K0.03%013F-HRTimeline
MidFirst Bank616$49.6K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.597$48.1K0.04%-10613F-HRTimeline
TD Waterhouse Canada Inc.600$47.1K<0.01%-60013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp516$41.6K<0.01%new13F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC508$40.9K<0.01%013F-HRTimeline
CNB Bank477$38.4K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.456$37K<0.01%-9713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC451$36.7K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC435$35K0.01%013F-HRTimeline
NorthAvenue LLC413$33.3K0.03%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA397$32K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC395$31.8K<0.01%+113F-HRTimeline
Wellington Grp LLC394$31.7K0.01%+9813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA388$31.3K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC377$30.4K<0.01%013F-HRTimeline
Synergy Investment Management, LLC371$29.9K0.01%new13F-HRTimeline
BFSG, LLC369$29.7K<0.01%013F-HRTimeline
Bank of New Hampshire347$28K0.01%-113F-HRTimeline
Winch Advisory Services, LLC318$25.6K0.01%new13F-HRTimeline
Key Financial Inc302$24.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…301$24.3K<0.01%+213F-HRTimelineGroup
HHM Wealth Advisors, LLC285$23K<0.01%new13F-HRTimeline
HM PAYSON & CO284$22.9K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…274$22.1K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…263$21.2K0.01%013F-HRTimeline
Triumph Capital Management252$20.3K<0.01%-4013F-HRTimeline
GHP Investment Advisors, Inc.238$19.2K<0.01%-6113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC234$18.9K0.01%-313F-HRTimeline
American Capital Advisory, LLC225$18.1K0.01%-17213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC220$17.7K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.214$17.2K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA187$15.1K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.181$14.6K<0.01%013F-HRTimeline
MCF Advisors LLC174$14K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.170$13.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC165$13.3K<0.01%013F-HRTimeline
COUNTRY TRUST BANK163$13.1K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.155$12.5K0.01%-1,50113F-HRTimeline
Raleigh Capital Management Inc.151$12.2K<0.01%+1113F-HRTimeline
GGM Financial LLC150$12.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc150$12.1K<0.01%+3613F-HRTimeline
Vision Retirement, LLC130$10.5K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd125$10.1K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC121$9.75K<0.01%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC119$9.59K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC117$9.43K<0.01%+1113F-HRTimeline
Key Capital Management, INC104$8.38K0.01%+513F-HRTimeline
S&T Bank/PA97$7.82K<0.01%013F-HRTimeline
Basepoint Wealth LLC88$7.1K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC78$6.29K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC62$5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.61$4.92K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.58$4.67K<0.01%+5113F-HRTimeline
Kingdom Financial Group LLC.58$4.67K<0.01%new13F-HRTimeline
Robinswood Financial LLC56$4.51K<0.01%new13F-HR/ATimeline
EASTERN BANK46$3.71K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…46$3.71K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.46$3.71K<0.01%+3713F-HRTimeline
Timmons Wealth Management, LLC46$3.71K<0.01%new13F-HRTimeline
Pacific Center for Financial Services43$3.46K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC41$3.3K<0.01%-3313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…40$3.22K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$3K<0.01%-11,79013F-HRTimelineGroup
Glassman Wealth Services36$2.9K<0.01%013F-HRTimeline
Networth Advisors, LLC33$2.66K<0.01%013F-HRTimeline
Addison Advisors LLC27$2.18K<0.01%+1713F-HRTimeline
SHP Wealth Management22$1.77K<0.01%-15813F-HRTimeline
Security National Bank18$1.45K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.17$1.37K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC14$1.29K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB15$1.21K<0.01%013F-HRTimeline
Investors Research Corp15$1.21K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12$967<0.01%-6513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$886<0.01%new13F-HRTimelineGroup
Realta Investment Advisors11$886<0.01%013F-HRTimeline
Westfuller Advisors, LLC9$725<0.01%+113F-HRTimeline
Lodestone Wealth Management LLC8$655<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…8$645<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.