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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

507 managers (516 13F filers) reported a position in AVEM shares at 2024-12-31, 115,062,479 shares in all. 49 filers opened a position and 28 filers sold out during the quarter.

Managers
507
13F filers
516
New
49
Added
248
Reduced
120
Sold out
28
Shares held by filers
115,062,479

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Savant Capital, LLCin group Savant Capital, LLC16,567,391$974M7.66%+1,172,56113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,958,944$879M+1,124,874Timeline
MERCER GLOBAL ADVISORS INC /ADV8,028,007$472M1.15%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,994,135$294M0.02%+638,16513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,194,942$129M0.28%+60,49913F-HRTimelineGroup
Haverford Trust Co2,193,753$129M1.28%-54,87813F-HRTimeline
Annex Advisory Services, LLC2,083,961$123M3.69%-455,13813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,071,910$122M0.1%+193,79313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,061,263$121M0.03%+589,30313F-HRTimelineGroup
HighTower Advisors, LLC1,846,124$109M0.15%+86,79213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,777,291$104M0.06%+385,78013F-HRTimelineGroup
Pure Financial Advisors, LLC1,482,570$87.2M1.98%-13,67013F-HRTimeline
LPL Financial LLC1,337,721$78.6M0.03%+119,92213F-HRTimeline
CW Advisors, LLC1,319,743$77.6M1.07%-1,89013F-HRTimeline
Oak Root LLC1,168,841$68.7M8.95%013F-HRTimeline
Creative Planningin group Creative Planning1,158,990$68.1M0.07%-95,06813F-HRTimelineGroup
WMS Partners, LLC1,081,391$63.6M3.56%+36,62513F-HRTimeline
MML INVESTORS SERVICES, LLC1,069,210$62.9M0.22%+127,99013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,065,598$62.6M0.03%+542,48613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,061,267$62.4M0.05%+89,01813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/974,714$57.3M0.01%+392,89213F-HRTimelineGroup
Adero Partners, LLC960,483$56.5M3.64%+71,13513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP881,460$51.8M0.09%-9,21313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP880,464$51.8M0.05%+496,43813F-HRTimelineGroup
Summit Financial Strategies, Inc.844,484$49.6M5.48%+37,82513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC749,132$44M0.01%+203,25713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding741,420$43.6M+107,566Timeline
Merit Financial Group, LLC713,524$41.9M0.75%+591,80013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…681,764$40.1M0.9%+60,38613F-HRTimelineGroup
UBS Group AGin group UBS Group AG608,405$35.8M0.01%+58,40613F-HRTimelineGroup
ATWOOD & PALMER INC604,139$35.5M2.43%+26,43113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding608,301$35.2MnewTimeline
Gradient Investments LLCin group Gradient Investments LLC592,175$34.8M0.7%+26,50913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC558,885$32.9M2.84%+22,20213F-HRTimeline
FOSTER & MOTLEY INC557,242$32.8M2.13%+1,33513F-HRTimeline
Tarbox Family Office, Inc.545,400$32.1M5.29%+6,03613F-HRTimeline
WADDELL & ASSOCIATES, LLC515,289$30.3M3.09%+18,60713F-HR/ATimeline
HUB Investment Partners, LLC506,300$29.8M1.25%-50,65413F-HRTimeline
Orion Porfolio Solutions, LLC469,884$27.6M0.28%-17,68013F-HRTimeline
Orion Portfolio Solutions, LLC469,884$27.6M0.28%-17,68013F-HRTimeline
WEST PACES ADVISORS INC.455,093$26.8M6.53%+41613F-HRTimeline
Avantax Planning Partners, Inc.453,876$26.7M0.96%+62,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.447,116$26.3M0.75%+446,94713F-HRTimeline
Waypoint Wealth Partners Inc.440,144$25.9M7.06%-7,48013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding430,087$25.3M+124,696Timeline
GREENUP STREET WEALTH MANAGEMENT LLC427,479$25.1M4.99%+62,39013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding417,588$24.6M-19,712Timeline
Larson Financial Group LLC417,018$24.5M1.27%-56,30513F-HRTimeline
Arlington Financial Advisors, LLC412,400$24.2M4.82%+18713F-HRTimeline
Morton Brown Family Wealth, LLC409,751$24.1M8.4%+20,17913F-HRTimeline
Versant Capital Management, Inc401,731$23.6M5.09%+7,52313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding398,139$23.4M+18,046Timeline
Ritter Daniher Financial Advisory LLC /…397,475$23.4M6.6%+42,97913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT394,782$23.2M4.62%+5,07513F-HRTimeline
Rockwood Wealth Management, LLC394,517$23.2M2.5%-5,42613F-HRTimeline
Truepoint, Inc.394,179$23.2M0.62%+5,57113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC389,751$22.9M0.03%+22,54113F-HRTimeline
Diversified Portfolios, Inc.362,931$21.3M2.33%+46,81113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC350,041$20.6M0.21%+60,51513F-HRTimelineGroup
Cannon Financial Strategists, Inc.349,695$20.6M3.52%+12,53813F-HRTimeline
Cresset Asset Management, LLC343,733$20.2M0.1%+11,05713F-HRTimeline
PrairieView Partners, LLC341,948$20.1M2.1%+5,40513F-HRTimeline
High Probability Advisors, LLC321,938$18.9M3.39%-2,29813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP306,904$18M0.43%+70,26113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC269,186$17.5M7.41%+206,17213F-HRTimeline
WJ Interests, LLC293,830$17.3M8.33%+10,63113F-HRTimeline
SC&H Financial Advisors, Inc.284,717$16.7M3.46%+19,28713F-HRTimeline
Amplius Wealth Advisors, LLC275,941$16.2M1.66%+80,66413F-HRTimeline
Quantum Financial Advisors, LLC275,879$16.2M2.47%-8,67413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC272,507$16M0.01%13F-HR/ATimelineGroup
TCI Wealth Advisors, Inc.270,637$15.9M1.33%+2,83113F-HRTimeline
JRM Investment Counsel, LLC270,496$15.9M5.62%+16,22313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA269,597$15.8M<0.01%+4,82013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…268,756$15.8M0.01%+197,72213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…267,563$15.7M0.03%+6,43813F-HR/ATimeline
Fragasso Financial Advisors Inc266,249$15.7M1.19%+136,47513F-HRTimeline
Executive Wealth Management, LLC258,183$15.2M1.19%-54913F-HRTimeline
Trilogy Capital Inc.244,858$14.4M0.74%-80013F-HRTimeline
IHT Wealth Management, LLC229,750$13.5M0.44%+180,29813F-HRTimeline
CWM, LLCin group CWM, LLC225,625$13.3M0.06%+62,82513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC218,552$12.8M4.46%+2,24713F-HRTimeline
VeraBank, N.A.218,082$12.8M3.61%new13F-HRTimeline
CGN Advisors LLC213,782$12.6M1.22%+13,48313F-HRTimeline
Cetera Investment Advisers212,051$12.5M0.03%+110,07513F-HRTimeline
OneDigital Investment Advisors LLC210,234$12.4M0.14%+9,91013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC208,348$12.2M0.25%new13F-HRTimeline
Apella Capital, LLC208,268$12.2M0.47%+143,78013F-HRTimeline
Dynamic Advisor Solutions LLC208,090$12.2M0.53%+13,66713F-HRTimeline
Plancorp, LLC203,865$12M0.49%-5,11713F-HRTimeline
Burton Enright Welch200,236$11.8M2.47%+7,40913F-HRTimeline
Berger Financial Group, Inc197,570$11.6M0.8%-2,72613F-HRTimeline
Private Advisor Group, LLC195,820$11.5M0.06%-5,48813F-HRTimeline
BSW Wealth Partners195,556$11.5M1.69%-1,82813F-HRTimeline
CARDIFF PARK ADVISORS, LLC193,412$11.4M1.08%+12,36713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC192,864$11.3M0.01%+67,41813F-HRTimelineGroup
Opus Capital Group, LLC191,738$11.3M1.43%+5,78013F-HRTimeline
Waverly Advisors, LLC184,161$10.8M0.17%+1,38813F-HRTimeline
ERn Financial, LLC183,985$10.8M1.62%+6,66513F-HRTimeline
AIRE ADVISORS, LLC178,616$10.5M2.16%+9,00813F-HRTimeline
REAP Financial Group, LLC174,616$10.3M2.55%+42613F-HRTimeline
Foundations Investment Advisors, LLC173,435$10.2M0.2%+9,17313F-HRTimeline
Bison Wealth, LLC173,061$10.2M1.25%13F-HRTimeline
Allen Capital Group, LLC170,802$10M1.23%+7,08913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC166,489$9.79M0.3%+32,77313F-HRTimelineGroup
Modera Wealth Management, LLC166,184$9.77M0.12%new13F-HRTimeline
Werba Rubin Papier Wealth Management162,041$9.53M2.25%+2,57313F-HRTimeline
Destiny Wealth Partners, LLC161,940$9.52M1.56%+3,38413F-HRTimeline
Fonville Wealth Management LLC161,132$9.47M3.13%+17,44813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC159,384$9.37M5.22%+23,20813F-HRTimeline
Valued Wealth Advisors LLC148,664$8.74M5.48%+7,83313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC147,388$8.66M1.46%+3,21113F-HRTimeline
Visionary Horizons, LLC146,101$8.59M5.64%+5,65013F-HRTimeline
LIBRA WEALTH LLC145,775$8.57M3.33%+17,91413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC144,816$8.51M1.8%-5,45313F-HRTimeline
Hill Investment Group Partners, LLC140,368$8.25M1.11%-27,48113F-HRTimeline
FINANCIAL COUNSELORS INC139,827$8.22M0.12%new13F-HRTimeline
GeoWealth Management, LLC136,557$8.03M0.26%-31,31113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC135,655$7.98M1.02%-78313F-HRTimeline
DEFINE FINANCIAL, LLC134,406$7.9M5.96%13F-HRTimeline
Venturi Wealth Management, LLC128,841$7.57M0.37%-167,73113F-HRTimeline
Shotwell Rutter Baer Inc129,805$7.48M6.3%+2,70313F-HRTimeline
Passive Capital Management, LLC.125,729$7.39M2.6%+1,42313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC125,128$7.36M4.59%new13F-HRTimeline
SJS Investment Consulting Inc.124,727$7.33M1.27%-93013F-HRTimeline
Prosperity Planning, Inc.122,308$7.19M2.3%+3,10613F-HRTimeline
WealthPLAN Partners, LLC121,627$7.15M1.01%-8,40013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO120,771$7.1M<0.01%-8,97413F-HRTimelineGroup
Total Wealth Planning, LLC118,933$6.99M1.09%-3,63613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.117,572$6.91M2.81%-1,91313F-HRTimeline
Flagstone Financial Management113,164$6.65M2.21%+1,14613F-HRTimeline
Mariner, LLCin group Mariner, LLC112,347$6.6M0.01%+5,85013F-HRTimelineGroup
Oak Wealth Advisors LLC111,955$6.58M5.06%13F-HRTimeline
WealthPlan Investment Management, LLC110,669$6.51M0.64%+9,06713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC110,241$6.48M5.61%13F-HRTimeline
Team Hewins, LLC109,713$6.45M2.52%-44013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.106,577$6.27M0.04%-20,75513F-HRTimeline
Freedom Financial Partners LLC106,318$6.25M3.01%13F-HRTimeline
Merriman Wealth Management, LLC105,910$6.23M0.26%-33,04913F-HRTimeline
Certified Advisory Corp104,362$6.14M0.67%+9,02913F-HRTimeline
Kelman-Lazarov, Inc.103,460$6.08M1.09%-6,61213F-HRTimeline
WMG Financial Advisors, LLC103,293$6.07M2.61%+5,57913F-HRTimeline
Capasso Planning Partners LLC101,995$6M2.4%-6,83013F-HRTimeline
WCG Wealth Advisors LLC101,751$5.98M0.4%+7,93313F-HRTimeline
Bridgewater Advisors Inc.101,231$5.84M0.61%-1,39313F-HRTimeline
Wealth Management Partners, LLC99,195$5.83M2.52%+9713F-HRTimeline
Tortoise Investment Management, LLC98,964$5.82M0.61%+7,60813F-HR/ATimeline
Highland Financial Advisors, LLC97,352$5.72M1.98%+2,91013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,618$5.5M0.01%+33,67813F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…92,385$5.43M2.15%+10813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC91,191$5.36M2.73%+43,47113F-HRTimeline
Cypress Point Wealth Management, LLC90,975$5.35M1.67%-53013F-HRTimeline
Echo Wealth Management, LLC90,953$5.35M3.7%+1,62913F-HRTimeline
Haven Private, LLC90,556$5.32M2.97%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC90,211$5.3M1.45%+11213F-HRTimeline
McLean Asset Management Corp89,962$5.29M1.59%+9,38213F-HRTimeline
Financial Futures Ltd Liability Co.89,366$5.25M2.98%-83713F-HRTimeline
Tidemark, LLC88,630$5.21M2%+11,25813F-HRTimeline
Sylvest Advisors, LLC88,545$5.21M3.2%13F-HRTimeline
JNBA Financial Advisors87,969$5.17M0.53%-11,26613F-HRTimeline
AWM CAPITAL, LLC87,820$5.16M0.63%-2,23213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp84,573$4.97M<0.01%+21,86513F-HRTimelineGroup
BetterWealth, LLC84,123$4.95M1.36%new13F-HRTimeline
Chicago Partners Investment Group LLC82,827$4.87M0.16%+4,60813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.82,448$4.85M2.36%-7,13613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK82,270$4.84M0.16%+6,10513F-HRTimelineGroup
Farther Finance Advisors, LLC81,777$4.81M0.17%+12,30413F-HRTimeline
Carlson Capital Management81,153$4.77M0.21%+20,47713F-HRTimeline
ABLE Financial Group, LLC80,959$4.76M1.41%new13F-HRTimeline
Trellis Wealth Advisors LLC79,851$4.69M2.36%+2,41913F-HRTimeline
NewEdge Advisors, LLC78,841$4.64M0.03%+63,72913F-HRTimeline
ARQ WEALTH ADVISORS, LLC74,996$4.41M1.68%+1,60513F-HRTimeline
IAG Wealth Partners, LLC71,722$4.22M0.74%+7,82713F-HRTimeline
EnRich Financial Partners LLC71,274$4.19M1.4%+1,99613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,337$4.14M<0.01%+8,28313F-HRTimelineGroup
Avant Financial Advisors LLC70,260$4.13M3.79%13F-HRTimeline
Great Point Wealth Advisors, LLC69,854$4.11M0.9%-1,67913F-HRTimeline
Broadway Wealth Solutions, Inc.68,967$4.05M3.08%13F-HRTimeline
Global Retirement Partners, LLC67,286$3.96M0.11%+55,31413F-HRTimeline
Financial Engines Advisors L.L.C.67,193$3.95M0.01%+23,96113F-HRTimeline
Cherry Tree Wealth Management, LLC66,932$3.93M0.97%-64613F-HRTimeline
Annandale Capital, LLC66,683$3.92M0.78%+44113F-HRTimeline
ORBA Wealth Advisors, L.L.C.65,396$3.84M2.01%+17513F-HRTimeline
Objectivity Squared, LLC66,659$3.84M2.67%+2,76213F-HRTimeline
Financial Symmetry Inc64,847$3.81M2.58%+9,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,850$3.69M0.01%+21,96313F-HR/ATimelineGroup
Level Financial Advisors62,393$3.67M1.35%+1,32613F-HRTimeline
WorthPointe, LLC62,062$3.65M1.52%+3,72713F-HRTimeline
LexAurum Advisors, LLC62,060$3.65M0.72%+1,90313F-HRTimeline
Collaborative Wealth Managment Inc.59,059$3.47M1.58%+4,75713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC58,303$3.43M3.84%13F-HR/ATimeline
EP Wealth Advisors, LLC58,250$3.42M0.03%+2,84013F-HRTimeline
Kings Path Partners LLC56,286$3.31M1.41%+5,47013F-HRTimeline
Gateway Wealth Partners, LLC55,553$3.27M0.85%+10,95313F-HRTimeline
Physician Wealth Solutions Inc.55,511$3.26M1.63%+5,05113F-HRTimeline
Pacific Life Fund Advisors LLC54,333$3.19M0.33%-26,00613F-HRTimeline
Perigon Wealth Management, LLC54,502$3.18M0.08%+6,08313F-HRTimeline
Peak Asset Management, LLC53,650$3.15M0.58%-30213F-HRTimeline
&PARTNERS53,228$3.15M0.04%+12,32313F-HRTimeline
Waterfront Wealth Inc.53,192$3.13M0.76%+1,14913F-HRTimeline
Parkworth Wealth Management, Inc.53,189$3.13M2.6%13F-HRTimeline