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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

547 managers (556 13F filers) reported a position in AVEM shares at 2025-03-31, 124,333,306 shares in all. 68 filers opened a position and 27 filers sold out during the quarter.

Managers
547
13F filers
556
New
68
Added
266
Reduced
161
Sold out
27
Shares held by filers
124,333,306

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savant Capital, LLCin group Savant Capital, LLC17,638,531$1.06B8.99%+1,071,14013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,058,206$906M+99,262Timeline
MERCER GLOBAL ADVISORS INC /ADV8,891,846$535M1.23%+863,83913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,181,659$252M0.02%-812,47613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,391,347$144M0.12%+319,43713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,295,240$138M0.28%+100,29813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,233,115$134M0.03%+171,85213F-HRTimelineGroup
Haverford Trust Co2,084,745$125M1.26%-109,00813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,930,233$116M0.07%+152,94213F-HRTimelineGroup
HighTower Advisors, LLC1,835,387$110M0.15%-10,73713F-HRTimeline
Annex Advisory Services, LLC1,807,879$109M3.08%-276,08213F-HRTimeline
LPL Financial LLC1,471,607$88.5M0.03%+133,88613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,421,426$85.9M0.08%+540,96213F-HR/ATimelineGroup
Pure Financial Advisors, LLC1,404,527$84.5M1.77%-78,04313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,362,854$82M0.04%+297,25613F-HRTimelineGroup
CW Advisors, LLC1,303,911$78.5M0.94%-15,83213F-HRTimeline
MML INVESTORS SERVICES, LLC1,290,497$77.6M0.26%+221,28713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,279,474$77M0.01%+304,76013F-HRTimelineGroup
Oak Root LLC1,174,021$70.6M9.47%+5,18013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,125,742$67.7M0.06%+64,47513F-HRTimelineGroup
Creative Planningin group Creative Planning1,109,189$66.7M0.06%-49,80113F-HRTimelineGroup
HB Wealth Management, LLC1,088,701$65.5M0.55%+1,067,72413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,014,627$61.1M1.23%+422,45213F-HRTimelineGroup
Adero Partners, LLC1,010,464$60.8M3.98%+49,98113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC958,469$57.7M0.02%+209,33713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP903,142$54.3M0.09%+21,68213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding902,102$54.3M+160,682Timeline
Summit Financial Strategies, Inc.867,238$52.2M5.26%+22,75413F-HRTimeline
Merit Financial Group, LLC865,080$52.1M0.78%+151,55613F-HRTimeline
Cresset Asset Management, LLC767,723$46.2M0.23%+423,99013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…751,872$45.2M0.97%+70,10813F-HRTimelineGroup
UBS Group AGin group UBS Group AG750,698$45.2M0.01%+142,29313F-HRTimelineGroup
FINANCIAL COUNSELORS INC654,500$39.4M0.6%+514,67313F-HRTimeline
ATWOOD & PALMER INC623,034$37.5M2.6%+18,89513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding640,672$36.6M+32,371Timeline
Fragasso Financial Advisors Inc600,808$36.2M2.68%+334,55913F-HRTimeline
Beaird Harris Wealth Management, LLC577,094$34.7M2.95%+18,20913F-HRTimeline
FOSTER & MOTLEY INC563,268$33.9M2.13%+6,02613F-HRTimeline
Orion Porfolio Solutions, LLC557,208$33.5M0.33%+87,32413F-HRTimeline
Orion Portfolio Solutions, LLC557,208$33.5M0.33%+87,32413F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding546,438$32.9M+148,299Timeline
Tarbox Family Office, Inc.536,132$32.3M5.36%-9,26813F-HRTimeline
WADDELL & ASSOCIATES, LLC530,367$31.9M3.87%+15,07813F-HR/ATimeline
HUB Investment Partners, LLC517,187$31.1M1.25%+10,88713F-HRTimeline
HARBOUR INVESTMENTS, INC.508,207$30.6M0.87%+61,09113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT506,495$30.5M6.04%+111,71313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding489,706$29.5M+59,619Timeline
Waypoint Wealth Partners Inc.454,338$27.3M7.56%+14,19413F-HRTimeline
CWM, LLCin group CWM, LLC453,523$27.3M0.11%+227,89813F-HRTimelineGroup
Avantax Planning Partners, Inc.452,778$27.2M0.96%-1,09813F-HRTimeline
Apella Capital, LLC477,685$27.1M0.93%+269,41713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…447,243$26.9M7.34%+49,76813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC443,257$26.7M5.29%+15,77813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…440,291$26.5M0.01%+171,53513F-HRTimelineGroup
Morton Brown Family Wealth, LLC426,587$25.7M8.72%+16,83613F-HRTimeline
Arlington Financial Advisors, LLC425,726$25.6M4.5%+13,32613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC422,886$25.4M0.31%+72,84513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC421,259$25.3M0.04%+31,50813F-HRTimeline
Diversified Portfolios, Inc.417,685$25.1M2.64%+54,75413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP410,589$24.7M0.62%+103,68513F-HRTimeline
WEST PACES ADVISORS INC.404,228$24.3M5.54%-50,86513F-HRTimeline
Versant Capital Management, Inc401,522$24.2M4.05%-20913F-HRTimeline
Truepoint, Inc.400,400$24.1M0.65%+6,22113F-HRTimeline
Rockwood Wealth Management, LLC391,646$23.6M2.4%-2,87113F-HRTimeline
Amplius Wealth Advisors, LLC384,391$23.1M2.41%+108,45013F-HRTimeline
Larson Financial Group LLC378,545$22.8M1.08%-38,47313F-HRTimeline
Cannon Financial Strategists, Inc.362,782$21.8M3.75%+13,08713F-HRTimeline
PrairieView Partners, LLC353,711$21.3M2.22%+11,76313F-HRTimeline
Cetera Investment Advisers337,560$20.3M0.04%+125,50913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC325,781$19.6M0.01%+53,27413F-HRTimelineGroup
Quantum Financial Advisors, LLC307,890$18.5M2.76%+32,01113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding297,537$17.8M-120,051Timeline
High Probability Advisors, LLC293,442$17.7M2.94%-28,49613F-HRTimeline
WJ Interests, LLC293,247$17.6M8.21%-58313F-HRTimeline
SC&H Financial Advisors, Inc.291,468$17.5M3.45%+6,75113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA290,593$17.5M<0.01%+20,99613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.282,513$17M0.04%+219,66313F-HRTimelineGroup
IHT Wealth Management, LLC269,624$16.2M0.51%+39,87413F-HRTimeline
TCI Wealth Advisors, Inc.268,758$16.2M1.29%-1,87913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…263,288$15.8M0.03%-4,27513F-HRTimeline
JRM Investment Counsel, LLC254,476$15.3M5.22%-16,02013F-HRTimeline
MassMutual Private Wealth & Trust, FSB250,620$15.1M0.44%new13F-HRTimeline
Private Advisor Group, LLC241,644$14.5M0.09%+45,82413F-HRTimeline
CGN Advisors LLC239,914$14.4M1.41%+26,13213F-HRTimeline
VeraBank, N.A.232,725$14M3.91%+14,64313F-HRTimeline
Mariner, LLCin group Mariner, LLC227,501$13.7M0.02%+115,15413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC218,567$13.2M0.39%+52,07813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215,680$13M<0.01%+94,90913F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC211,429$12.7M4.34%-7,12313F-HRTimeline
OneDigital Investment Advisors LLC208,118$12.5M0.15%-2,11613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC207,291$12.5M0.02%+203,87313F-HR/ATimelineGroup
Burton Enright Welch204,544$12.3M2.5%+4,30813F-HRTimeline
Plancorp, LLC202,685$12.2M0.48%-1,18013F-HRTimeline
BSW Wealth Partners195,779$11.8M1.79%+22313F-HRTimeline
CARDIFF PARK ADVISORS, LLC195,618$11.8M1.14%+2,20613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC194,529$11.7M0.21%-13,81913F-HRTimeline
REAP Financial Group, LLC192,826$11.6M2.87%+18,21013F-HRTimeline
Berger Financial Group, Inc192,696$11.6M0.81%-4,87413F-HRTimeline
Opus Capital Group, LLC191,641$11.5M1.48%-9713F-HRTimeline
Simplicity Wealth,LLC189,991$11.4M0.89%new13F-HRTimeline
Bison Wealth, LLC188,183$11.3M1.06%+15,12213F-HRTimeline
Allen Capital Group, LLC184,798$11.1M1.28%+13,99613F-HRTimeline
AIRE ADVISORS, LLC184,627$11.1M2.34%+6,01113F-HRTimeline
Waverly Advisors, LLC183,318$11M0.13%-84313F-HRTimeline
ERn Financial, LLC182,679$11M1.74%-1,30613F-HRTimeline
Modera Wealth Management, LLC179,842$10.8M0.15%+13,65813F-HRTimeline
Foundations Investment Advisors, LLC179,778$10.8M0.2%+6,34313F-HRTimeline
Caliber Wealth Management, LLC / KS176,256$10.6M1.45%13F-HRTimeline
Fonville Wealth Management LLC174,820$10.5M3.1%+13,68813F-HRTimeline
LIBRA WEALTH LLC174,806$10.5M3.95%+29,03113F-HRTimeline
Destiny Wealth Partners, LLC170,919$10.3M1.63%+8,97913F-HRTimeline
Cook Wealth, LLC169,416$10.3M4.98%new13F-HRTimeline
Fort Vancouver Investment Management, L…170,073$10.2M7.85%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC165,684$9.97M5.48%+6,30013F-HRTimeline
Werba Rubin Papier Wealth Management162,642$9.79M2.13%+60113F-HRTimeline
Valued Wealth Advisors LLC159,603$9.61M5.77%+10,93913F-HRTimeline
Farther Finance Advisors, LLC155,606$9.43M0.24%+73,82913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC154,372$9.29M1.55%+6,98413F-HRTimeline
NewEdge Advisors, LLC149,863$9.02M0.05%+71,02213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC148,543$8.94M1.78%+3,72713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC140,931$8.48M5.01%+15,80313F-HRTimeline
DEFINE FINANCIAL, LLC145,958$8.39M6.39%+11,55213F-HRTimeline
Hill Investment Group Partners, LLC135,877$8.18M1.12%-4,49113F-HRTimeline
SJS Investment Consulting Inc.134,561$8.1M1.38%+9,83413F-HRTimeline
Prosperity Planning, Inc.131,532$7.91M2.48%+9,22413F-HRTimeline
Passive Capital Management, LLC.129,979$7.82M2.48%+4,25013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC128,878$7.75M1.05%-6,77713F-HRTimeline
WealthPLAN Partners, LLC127,986$7.7M1.09%+6,35913F-HRTimeline
Oak Wealth Advisors LLC124,259$7.48M5.53%+12,30413F-HRTimeline
Shotwell Rutter Baer Inc130,536$7.32M6.46%+73113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.130,509$7.29M2.98%+12,93713F-HRTimeline
FLOW TRADERS U.S. LLC116,913$7.04M0.3%new13F-HRTimeline
Henderson Brothers Financial Partners, …90,657$6.98M3.5%13F-HRTimeline
Total Wealth Planning, LLC115,578$6.95M1.06%-3,35513F-HRTimeline
Freedom Financial Partners LLC114,916$6.91M3.22%+8,59813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.114,910$6.91M0.04%+8,33313F-HRTimeline
B&D White Capital Company, LLC112,861$6.79M1%+77,39713F-HRTimeline
WealthPlan Investment Management, LLC112,783$6.79M0.67%+2,11413F-HRTimeline
Team Hewins, LLC111,671$6.72M2.61%+1,95813F-HR/ATimeline
Flagstone Financial Management108,805$6.55M2.11%-4,35913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC108,731$6.54M5.83%-1,51013F-HRTimeline
WMG Financial Advisors, LLC106,926$6.43M2.74%+3,63313F-HRTimeline
McLean Asset Management Corp120,597$6.4M2.11%+30,63513F-HRTimeline
WCG Wealth Advisors LLC104,744$6.3M0.48%+2,99313F-HR/ATimeline
Tortoise Investment Management, LLC104,017$6.26M0.65%+5,05313F-HR/ATimeline
Certified Advisory Corp103,684$6.24M0.71%-67813F-HRTimeline
Capasso Planning Partners LLC103,644$6.24M2.61%+1,64913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC103,560$6.23M2.24%+58,44813F-HRTimeline
Walkner Condon Financial Advisors LLC102,981$6.2M1.25%new13F-HRTimeline
Kelman-Lazarov, Inc.102,082$6.14M1.11%-1,37813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp101,274$6.09M<0.01%+16,70113F-HRTimelineGroup
Wealth Management Partners, LLC98,820$5.95M2.75%-37513F-HRTimeline
Highland Financial Advisors, LLC98,769$5.94M2.13%+1,41713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC97,431$5.86M2.98%+6,24013F-HRTimeline
Disciplina Capital Management LLC97,099$5.84M0.85%+47,65013F-HRTimeline
BetterWealth, LLC96,806$5.82M1.63%+12,68313F-HRTimeline
Sylvest Advisors, LLC94,305$5.67M3.55%+5,76013F-HRTimeline
Haven Private, LLC93,611$5.63M3.19%+3,05513F-HRTimeline
Bridgewater Advisors Inc.92,055$5.58M0.48%-9,17613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,379$5.56M0.01%-1,23913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,800$5.52M0.01%+21,46313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC91,373$5.5M1.49%+1,16213F-HRTimeline
ABLE Financial Group, LLC91,335$5.5M1.54%+10,37613F-HRTimeline
NOTTINGHAM ADVISORS, INC.90,920$5.47M0.84%new13F-HRTimeline
Financial Futures Ltd Liability Co.89,912$5.41M3.07%+54613F-HRTimeline
Cypress Point Wealth Management, LLC89,848$5.41M1.71%-1,12713F-HRTimeline
Summit X, LLC88,091$5.3M1.11%+75,04613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK87,080$5.24M0.76%+4,81013F-HR/ATimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…89,197$5.17M2.11%-3,18813F-HRTimeline
AWM CAPITAL, LLC82,232$4.95M0.58%-5,58813F-HRTimeline
Trellis Wealth Advisors LLC81,528$4.91M2.38%+1,67713F-HRTimeline
Tidemark, LLC78,621$4.73M1.74%-10,00913F-HRTimeline
Echo Wealth Management, LLC76,453$4.6M3.11%-14,50013F-HRTimeline
Visionary Horizons, LLC76,449$4.6M3.24%-69,65213F-HRTimeline
Avant Financial Advisors LLC75,614$4.55M4.13%+5,35413F-HRTimeline
Broadway Wealth Solutions, Inc.75,395$4.54M3.31%+6,42813F-HRTimeline
IAG Wealth Partners, LLC73,834$4.44M0.69%+2,11213F-HRTimeline
Chicago Partners Investment Group LLC71,776$4.44M0.15%-11,05113F-HRTimeline
ARQ WEALTH ADVISORS, LLC73,487$4.42M1.64%-1,50913F-HRTimeline
JNBA Financial Advisors73,398$4.42M0.46%-14,57113F-HRTimeline
ORBA Wealth Advisors, L.L.C.73,196$4.4M2.22%+7,80013F-HRTimeline
EnRich Financial Partners LLC71,600$4.31M1.45%+32613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70,607$4.25M1.84%-198,57913F-HRTimeline
Great Point Wealth Advisors, LLC69,684$4.19M0.91%-17013F-HRTimeline
Objectivity Squared, LLC72,368$4.16M3.49%+5,70913F-HRTimeline
Cherry Tree Wealth Management, LLC68,193$4.1M0.99%+1,26113F-HRTimeline
LexAurum Advisors, LLC68,139$4.1M0.79%+6,07913F-HRTimeline
Physician Wealth Solutions Inc.67,458$4.06M2.04%+11,94713F-HRTimeline
Annandale Capital, LLC66,983$4.03M0.76%+30013F-HRTimeline
Level Financial Advisors66,551$4M1.36%+4,15813F-HRTimeline
MN Wealth Advisors, LLC66,331$3.99M2.34%new13F-HRTimeline
WorthPointe, LLC63,390$3.81M1.74%+1,32813F-HRTimeline
Collaborative Wealth Managment Inc.62,575$3.77M1.76%+3,51613F-HRTimeline
Financial Symmetry Inc62,019$3.73M2.29%-2,82813F-HRTimeline
&PARTNERS61,724$3.72M0.04%+8,49613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding60,945$3.67M+14,626Timeline
D L CARLSON INVESTMENT GROUP INC60,783$3.66M0.7%new13F-HRTimeline
Strategic Financial Concepts, LLC60,491$3.64M0.68%+8,83313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC59,754$3.6M3.94%+1,45113F-HRTimeline
Brown Financial Advisors59,743$3.59M1.48%+25,14813F-HRTimeline