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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

573 managers (584 13F filers) reported a position in AVEM shares at 2025-06-30, 152,101,989 shares in all. 60 filers opened a position and 35 filers sold out during the quarter.

Managers
573
13F filers
584
New
60
Added
316
Reduced
152
Sold out
35
Shares held by filers
152,101,989

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Savant Capital, LLCin group Savant Capital, LLC17,798,426$1.22B8.77%+159,89513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,544,658$1.2B0.1%+16,265,18413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,536,419$1.2B+2,478,213Timeline
MERCER GLOBAL ADVISORS INC /ADV8,904,662$610M1.37%+12,81613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,522,823$310M0.02%+341,16413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,062,191$210M0.15%+670,84413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,615,107$180M0.32%+319,86713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,430,093$167M0.09%+499,86013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,177,487$149M+1,275,385Timeline
HighTower Advisors, LLC2,136,728$146M0.18%+301,34113F-HRTimeline
Haverford Trust Co2,104,704$144M1.37%+19,95913F-HRTimeline
LPL Financial LLC2,003,931$137M0.05%+532,32413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,795,928$123M0.08%+1,355,63713F-HRTimelineGroup
Annex Advisory Services, LLC1,767,726$121M2.92%-40,15313F-HRTimeline
MML INVESTORS SERVICES, LLC1,732,017$119M0.34%+441,52013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,509,160$103M0.08%+87,73413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,538,323$101M0.02%+579,85413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,434,838$98.3M0.05%+71,98413F-HRTimelineGroup
Pure Financial Advisors, LLC1,381,984$94.7M1.67%-22,54313F-HRTimeline
CW Advisors, LLC1,319,578$90.4M0.88%+15,66713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,304,296$89.4M0.02%-928,81913F-HRTimelineGroup
Oak Root LLC1,167,215$80M9.91%-6,80613F-HRTimeline
MASECO LLP1,082,299$74.1M2.82%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,067,638$73.2M0.06%-58,10413F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,044,887$71.6M0.1%+141,74513F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,040,450$71.3M0.06%-68,73913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,022,529$70.1M1.28%+7,90213F-HRTimelineGroup
HB Wealth Management, LLC1,017,842$69.8M0.56%-70,85913F-HRTimeline
Summit Financial Strategies, Inc.868,539$59.5M5.51%+1,30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC852,408$58.4M0.08%+431,14913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…826,949$56.7M1.26%+75,07713F-HRTimelineGroup
UBS Group AGin group UBS Group AG800,872$54.9M0.01%+50,17413F-HRTimelineGroup
Cresset Asset Management, LLC799,370$54.8M0.27%+31,64713F-HR/ATimeline
Midwest Trust Co695,622$47.7M0.66%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding682,931$46.8M+42,259Timeline
Apella Capital, LLC657,632$44.9M1.22%+179,94713F-HRTimeline
ATWOOD & PALMER INC645,242$44.2M2.76%+22,20813F-HRTimeline
Fragasso Financial Advisors Inc639,598$43.8M2.96%+38,79013F-HRTimeline
Beaird Harris Wealth Management, LLC585,741$40.1M3.11%+8,64713F-HRTimeline
HARBOUR INVESTMENTS, INC.576,603$39.5M1%+68,39613F-HRTimeline
FOSTER & MOTLEY INC554,256$38M2.19%-9,01213F-HRTimeline
Rockwood Wealth Management, LLC552,985$37.9M3.33%+161,33913F-HRTimeline
Cetera Investment Advisers548,182$37.6M0.06%+210,62213F-HRTimeline
Avantax Planning Partners, Inc.544,776$37.3M1.18%+91,99813F-HRTimeline
WADDELL & ASSOCIATES, LLC538,794$36.9M3.94%+8,42713F-HRTimeline
Tarbox Family Office, Inc.532,184$36.5M5.49%-3,94813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP532,093$36.5M0.8%+121,50413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding526,051$36.1M+36,345Timeline
Apollon Wealth Management, LLCgroup of 2 filers holding519,724$35.6M-26,714Timeline
Orion Porfolio Solutions, LLC506,234$34.7M0.3%-50,97413F-HR/ATimeline
GREENUP STREET WEALTH MANAGEMENT LLC491,387$33.7M5.86%+48,13013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC490,585$33.6M0.01%+164,80413F-HRTimelineGroup
CWM, LLCin group CWM, LLC485,474$33.3M0.12%+31,95113F-HRTimelineGroup
Truepoint, Inc.484,782$33.2M0.83%+84,38213F-HRTimeline
Diversified Portfolios, Inc.474,627$32.5M3.1%+56,94213F-HRTimeline
Morton Brown Family Wealth, LLC462,071$31.7M9.63%+35,48413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC444,194$30.4M0.28%+21,30813F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…440,399$30.2M7.41%-6,84413F-HRTimeline
Waypoint Wealth Partners Inc.439,373$30.1M7.32%-14,96513F-HRTimeline
OLD MISSION CAPITAL LLC432,813$29.7M0.79%new13F-HRTimeline
Arlington Financial Advisors, LLC424,032$29.1M4.76%-1,69413F-HRTimeline
Simplicity Wealth,LLC411,510$28.2M1.17%+221,51913F-HRTimeline
Amplius Wealth Advisors, LLC397,698$27.3M2.54%+13,30713F-HRTimeline
Versant Capital Management, Inc391,938$26.9M4.08%-9,58413F-HRTimeline
WEST PACES ADVISORS INC.388,158$26.6M5.66%-16,07013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC368,818$25.3M0.66%+150,25113F-HRTimelineGroup
Cannon Financial Strategists, Inc.365,465$25M3.96%+2,68313F-HRTimeline
PrairieView Partners, LLC347,829$23.8M2.31%-5,88213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding346,290$23.7M+48,753Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,429$22.5M<0.01%+37,83613F-HR/ATimelineGroup
Quantum Financial Advisors, LLC320,694$22M2.97%+12,80413F-HRTimeline
SC&H Financial Advisors, Inc.313,052$21.5M3.66%+21,58413F-HRTimeline
Farther Finance Advisors, LLC311,597$21.4M0.43%+155,99113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO311,490$21.3M<0.01%+95,81013F-HRTimelineGroup
Larson Financial Group LLC303,156$20.8M0.83%-75,38913F-HRTimeline
JRM Investment Counsel, LLC299,264$20.5M6.59%+44,78813F-HRTimeline
WJ Interests, LLC293,544$20.1M8.61%+29713F-HRTimeline
High Probability Advisors, LLC288,626$19.8M2.96%-4,81613F-HRTimeline
IHT Wealth Management, LLC285,071$19.5M0.54%+15,44713F-HRTimeline
Pasadena Private Wealth, LLC281,744$19.3M3.31%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.278,593$19.1M0.03%-3,92013F-HR/ATimelineGroup
TCI Wealth Advisors, Inc.263,116$18M1.24%-5,64213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…258,834$18M0.03%-4,45413F-HRTimeline
MassMutual Private Wealth & Trust, FSB261,277$17.9M0.48%+10,65713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC256,932$17.6M0.03%+49,64113F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT253,792$17.4M3.39%-252,70313F-HRTimeline
CGN Advisors LLC249,757$17.1M1.53%+9,84313F-HRTimeline
HUB Investment Partners, LLC245,298$16.8M0.59%-271,88913F-HRTimeline
VeraBank, N.A.239,240$16.4M3.29%+6,51513F-HRTimeline
Private Advisor Group, LLC238,525$16.3M0.09%-3,11913F-HRTimeline
OneDigital Investment Advisors LLC220,173$15.1M0.17%+12,05513F-HRTimeline
Mariner, LLCin group Mariner, LLC216,765$14.9M0.02%-10,73613F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC212,553$14.6M4.63%+1,12413F-HRTimeline
BSW Wealth Partners210,041$14.4M1.97%+14,26213F-HRTimeline
Burton Enright Welch205,309$14.1M2.44%+76513F-HRTimeline
Caliber Wealth Management, LLC / KS201,730$13.8M1.49%+25,47413F-HRTimeline
Plancorp, LLC201,441$13.8M0.48%-1,24413F-HRTimeline
Berger Financial Group, Inc196,322$13.5M0.87%+3,62613F-HRTimeline
Fonville Wealth Management LLC195,504$13.4M3.39%+20,68413F-HRTimeline
Allen Capital Group, LLC191,761$13.1M1.37%+6,96313F-HRTimeline
Bison Wealth, LLC190,484$13.1M1.03%+2,30113F-HRTimeline
Opus Capital Group, LLC189,751$13M1.56%-1,89013F-HRTimeline
REAP Financial Group, LLC189,687$13M3.05%-3,13913F-HRTimeline
Foundations Investment Advisors, LLC187,205$12.8M0.2%+7,42713F-HRTimeline
WealthPlan Investment Management, LLC181,867$12.5M0.91%+69,08413F-HRTimeline
AIRE ADVISORS, LLC181,118$12.4M2.4%-3,50913F-HRTimeline
Modera Wealth Management, LLC181,076$12.4M0.15%+1,23413F-HRTimeline
Destiny Wealth Partners, LLC178,787$12.3M1.65%+7,86813F-HRTimeline
Modern Wealth Management, LLC178,558$12.2M0.3%+174,54913F-HR/ATimeline
Waverly Advisors, LLC178,329$12.2M0.13%-4,98913F-HRTimeline
Werba Rubin Papier Wealth Management173,239$11.9M2.23%+10,59713F-HRTimeline
ERn Financial, LLC172,901$11.9M2.5%-9,77813F-HRTimeline
Merit Financial Group, LLC171,596$11.8M0.13%-693,48413F-HRTimeline
Fort Vancouver Investment Management, L…170,713$11.7M8%+64013F-HRTimeline
Team Hewins, LLC170,506$11.7M4.21%+58,83513F-HRTimeline
Hill Investment Group Partners, LLC169,452$11.6M1.51%+33,57513F-HRTimeline
NewEdge Advisors, LLC168,995$11.6M0.06%+19,13213F-HRTimeline
FMR LLCin group FMR LLC165,172$11.3M<0.01%+149,68513F-HRTimelineGroup
Valued Wealth Advisors LLC164,580$11.3M5.88%+4,97713F-HRTimeline
CARDIFF PARK ADVISORS, LLC159,192$10.9M0.94%-36,42613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC158,119$10.8M1.56%+3,74713F-HRTimeline
Summit X, LLC158,086$10.8M2.02%+69,99513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC153,935$10.6M5.42%-11,74913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp152,873$10.5M<0.01%+51,59913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC151,997$10.4M0.13%-42,53213F-HRTimeline
LIBRA WEALTH LLC150,820$10.3M3.38%-23,98613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC148,982$10.2M1.85%+43913F-HRTimeline
DEFINE FINANCIAL, LLC147,391$10.1M6.66%+1,43313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…145,854$10M0.02%new13F-HRTimelineGroup
McLean Asset Management Corp137,729$9.51M2.5%+17,13213F-HRTimeline
SJS Investment Consulting Inc.138,222$9.47M1.5%+3,66113F-HRTimeline
Prosperity Planning, Inc.137,850$9.45M2.73%+6,31813F-HRTimeline
Passive Capital Management, LLC.132,648$9.1M2.83%+2,66913F-HRTimeline
Shotwell Rutter Baer Inc130,923$9.09M6.17%+38713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.130,007$8.91M3.08%-50213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC129,827$8.9M4.93%-11,10413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.128,732$8.82M0.05%+13,82213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC125,185$8.58M1.08%-3,69313F-HRTimeline
Freedom Financial Partners LLC121,749$8.34M3.52%+6,83313F-HRTimeline
Tortoise Investment Management, LLC121,625$8.34M0.8%+17,60813F-HRTimeline
Oak Wealth Advisors LLC120,701$8.27M5.31%-3,55813F-HRTimeline
Total Wealth Planning, LLC119,990$8.22M1.04%+4,41213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC116,799$8.01M2.06%+25,42613F-HRTimeline
Walkner Condon Financial Advisors LLC115,120$7.89M1.45%+12,13913F-HRTimeline
NOTTINGHAM ADVISORS, INC.114,360$7.84M1.16%+23,44013F-HRTimeline
WCG Wealth Advisors LLC112,609$7.72M0.5%+7,86513F-HRTimeline
WMG Financial Advisors, LLC110,627$7.58M2.81%+3,70113F-HRTimeline
B&D White Capital Company, LLC108,254$7.42M1.13%-4,60713F-HRTimeline
ABLE Financial Group, LLC106,141$7.27M1.76%+14,80613F-HRTimeline
Certified Advisory Corp105,298$7.22M0.75%+1,61413F-HRTimeline
BetterWealth, LLC103,956$7.13M1.82%+7,15013F-HRTimeline
Flagstone Financial Management102,917$7.05M2.02%-5,88813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,752$6.97M0.01%+9,95213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,429$6.95M0.02%+9,05013F-HR/ATimelineGroup
ACIMA PRIVATE WEALTH, LLC101,278$6.94M2.37%-2,28213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC100,852$6.91M4.98%-7,87913F-HRTimeline
Highland Financial Advisors, LLC98,593$6.76M2.17%-17613F-HRTimeline
Disciplina Capital Management LLC98,162$6.73M0.85%+1,06313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC97,049$6.65M2.98%-38213F-HRTimeline
Sylvest Advisors, LLC95,798$6.57M3.78%+1,49313F-HRTimeline
Bridgewater Advisors Inc.92,552$6.5M0.49%+49713F-HRTimeline
Financial Futures Ltd Liability Co.93,632$6.42M3.44%+3,72013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…92,924$6.37M2.43%+3,72713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC92,720$6.36M2.51%+22,11313F-HRTimeline
D'Orazio & Associates, Inc.91,659$6.28M0.89%+57,02213F-HRTimeline
Cypress Point Wealth Management, LLC90,040$6.17M1.5%+19213F-HRTimeline
Haven Private, LLC89,640$6.14M2.72%-3,97113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK89,250$6.12M0.83%+2,17013F-HRTimelineGroup
Mason & Associates Inc87,194$5.98M1.38%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding86,769$5.95M+25,824Timeline
rebel Financial LLC85,502$5.86M2.67%13F-HRTimeline
Trellis Wealth Advisors LLC82,997$5.69M2.48%+1,46913F-HRTimeline
AWM CAPITAL, LLC82,314$5.64M0.59%+8213F-HRTimeline
Avant Financial Advisors LLC81,053$5.56M4.58%+5,43913F-HRTimeline
Trace Wealth Advisors, LLC80,611$5.53M4.51%+36,30513F-HRTimeline
Fortitude Family Office, LLC80,451$5.51M1.82%new13F-HRTimeline
Broadway Wealth Solutions, Inc.79,869$5.47M3.41%+4,47413F-HRTimeline
LexAurum Advisors, LLC77,897$5.34M0.84%+9,75813F-HRTimeline
Echo Wealth Management, LLC77,747$5.33M3.27%+1,29413F-HRTimeline
CURIO WEALTH, LLC77,083$5.28M2.31%+76,92813F-HRTimeline
EnRich Financial Partners LLC76,113$5.22M1.6%+4,51313F-HRTimeline
Visionary Horizons, LLC75,609$5.18M3.28%-84013F-HRTimeline
Sequoia Financial Advisors, LLC75,281$5.16M0.04%+21,21913F-HRTimeline
WealthPLAN Partners, LLC73,889$5.06M0.82%-54,09713F-HRTimeline
Chicago Partners Investment Group LLC70,539$5.01M0.14%-1,23713F-HRTimeline
Objectivity Squared, LLC72,374$4.96M3.41%+613F-HRTimeline
Kelman-Lazarov, Inc.72,310$4.96M0.8%-29,77213F-HRTimeline
Collaborative Wealth Managment Inc.72,244$4.95M2.16%+9,66913F-HRTimeline
AllGen Financial Advisors, Inc.71,111$4.87M1.31%new13F-HRTimeline
Midwestern Financial, LLC /IA70,822$4.85M4.55%13F-HRTimeline
Summit Wealth Partners, LLC70,307$4.82M0.92%+13,61313F-HRTimeline
Physician Wealth Solutions Inc.70,164$4.81M2.23%+2,70613F-HRTimeline
Cherry Tree Wealth Management, LLC69,578$4.77M1.11%+1,38513F-HRTimeline
MN Wealth Advisors, LLC69,452$4.76M2.77%+3,12113F-HRTimeline
HTG Investment Advisors, Inc.69,228$4.74M1.76%+12,38813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC68,793$4.72M0.86%+8,01013F-HRTimeline
JNBA Financial Advisors68,721$4.71M0.45%-4,67713F-HRTimeline
Global Strategic Investment Solutions, …68,066$4.67M0.5%new13F-HRTimeline
Level Financial Advisors67,756$4.64M1.44%+1,20513F-HRTimeline
&PARTNERS67,337$4.62M0.04%+5,61313F-HRTimeline