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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

665 managers (674 13F filers) reported a position in AVEM shares at 2025-09-30, 162,963,654 shares in all. 119 filers opened a position and 24 filers sold out during the quarter.

Managers
665
13F filers
674
New
119
Added
310
Reduced
163
Sold out
24
Shares held by filers
162,963,654

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,412,368$1.38B0.1%+867,71013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,382,716$1.38B8.38%+584,29013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,485,247$788M-7,051,172Timeline
MERCER GLOBAL ADVISORS INC /ADV9,209,393$692M1.15%+304,73113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,028,304$378M0.02%+505,48113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,838,660$363M0.07%+3,534,36413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,801,083$210M0.14%-261,10813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,687,213$202M0.33%+72,10613F-HRTimelineGroup
LPL Financial LLC2,679,552$201M0.06%+675,62113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,272,005$171M0.09%-158,08813F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,266,871$170M1.39%new13F-HRTimeline
HighTower Advisors, LLC2,263,581$170M0.19%+126,85313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,263,134$170M0.04%+724,81113F-HRTimelineGroup
Annex Advisory Services, LLC2,186,603$164M3.5%+418,87713F-HRTimeline
Haverford Trust Co2,080,765$156M1.41%-23,93913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,001,611$150M-175,876Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,991,031$150M0.09%+195,10313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000,192$148M0.1%+491,03213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,800,639$135M0.36%+68,62213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,687,843$126M0.18%+1,409,25013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,567,393$118M0.05%+132,55513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,404,304$105M0.01%+1,092,81413F-HR/ATimelineGroup
Pure Financial Advisors, LLC1,357,553$102M1.62%-24,43113F-HRTimeline
Oak Root LLC1,167,215$87.7M10.15%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,096,919$82.4M0.06%+29,28113F-HRTimelineGroup
Cetera Investment Advisers1,072,575$80.6M0.09%+524,39313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,070,663$80.4M1.34%+48,13413F-HRTimelineGroup
Avantax Planning Partners, Inc.1,050,626$78.9M2.26%+505,85013F-HRTimeline
HB Wealth Management, LLC1,035,739$77.8M0.53%+17,89713F-HRTimeline
Creative Planningin group Creative Planning1,003,850$75.4M0.06%-36,60013F-HRTimelineGroup
UBS Group AGin group UBS Group AG951,406$71.5M0.01%+150,53413F-HRTimelineGroup
BOKF, NAin group BOKF, NA861,253$64.7M0.97%+852,28013F-HRTimelineGroup
Summit Financial Strategies, Inc.859,984$64.6M5.54%-8,55513F-HRTimeline
Cresset Asset Management, LLC848,286$63.7M0.28%+48,91613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC826,781$62.1M0.08%-25,62713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…809,831$60.8M1.22%-17,11813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC806,401$60.6M0.02%+315,81613F-HRTimelineGroup
Apella Capital, LLC771,152$58.8M1.31%+113,52013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP757,229$56.9M0.09%-287,65813F-HRTimelineGroup
Midwest Trust Co749,453$56.3M0.73%+53,83113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding690,423$52.2M+7,492Timeline
Modern Wealth Management, LLC688,269$51.7M1.02%+509,71113F-HRTimeline
ATWOOD & PALMER INC649,487$48.8M2.87%+4,24513F-HRTimeline
Fragasso Financial Advisors Inc623,375$47.4M2.96%-16,22313F-HRTimeline
HARBOUR INVESTMENTS, INC.611,025$45.9M1.04%+34,42213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC598,077$44.9M6.9%+106,69013F-HRTimeline
Beaird Harris Wealth Management, LLC588,841$44.2M3.14%+3,10013F-HRTimeline
WADDELL & ASSOCIATES, LLC553,961$41.6M3.54%+15,16713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding550,159$41.3M+24,108Timeline
CWM, LLCin group CWM, LLC543,505$40.8M0.12%+58,03113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP539,720$40.5M0.83%+7,62713F-HRTimeline
FOSTER & MOTLEY INC538,462$40.4M2.18%-15,79413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding537,357$40.4M+17,633Timeline
Rockwood Wealth Management, LLC530,347$39.8M3.18%-22,63813F-HRTimeline
Tarbox Family Office, Inc.520,046$39.1M5.73%-12,13813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC517,290$38.9M0.3%+73,09613F-HRTimelineGroup
Diversified Portfolios, Inc.502,835$37.8M3.33%+28,20813F-HRTimeline
Orion Porfolio Solutions, LLC485,263$36.4M0.28%-20,97113F-HRTimeline
Truepoint, Inc.468,537$35.2M0.82%-16,24513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC464,357$34.9M0.85%+95,53913F-HRTimelineGroup
Morton Brown Family Wealth, LLC459,692$34.5M9.91%-2,37913F-HRTimeline
Farther Finance Advisors, LLC458,429$34.4M0.52%+146,83213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding447,145$33.6M+100,855Timeline
Arlington Financial Advisors, LLC437,429$32.9M4.83%+13,39713F-HRTimeline
Beacon Pointe Advisors, LLC435,341$32.7M0.28%+429,63413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…419,611$31.5M5.55%-20,78813F-HRTimeline
Private Advisor Group, LLC414,549$31.1M0.15%+176,02413F-HRTimeline
WEST PACES ADVISORS INC.402,837$30.3M6.02%+14,67913F-HRTimeline
Amplius Wealth Advisors, LLC401,410$30.1M2.61%+3,71213F-HRTimeline
Versant Capital Management, Inc391,454$29.4M4%-48413F-HRTimeline
IHT Wealth Management, LLC384,842$28.9M0.73%+99,77113F-HRTimeline
McLean Asset Management Corp347,137$26.6M5.47%+209,40813F-HRTimeline
Cannon Financial Strategists, Inc.349,886$26.3M3.76%-15,57913F-HRTimeline
Quantum Financial Advisors, LLC339,002$25.5M3.1%+18,30813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA329,581$24.8M<0.01%+1,15213F-HRTimelineGroup
SC&H Financial Advisors, Inc.314,435$23.6M3.85%+1,38313F-HRTimeline
Pasadena Private Wealth, LLC312,781$23.5M3.39%+31,03713F-HRTimeline
JRM Investment Counsel, LLC311,836$23.4M7.01%+12,57213F-HRTimeline
OLD MISSION CAPITAL LLC309,793$23.3M0.83%-123,02013F-HRTimeline
ACT Advisors, LLC.297,263$22.3M9.01%new13F-HRTimeline
High Probability Advisors, LLC292,976$22M3.02%+4,35013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT291,214$21.9M4.03%+37,42213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…285,484$21.7M0.03%+26,65013F-HRTimeline
Venturi Wealth Management, LLC285,445$21.4M1%+281,56413F-HRTimeline
Mariner, LLCin group Mariner, LLC278,840$20.9M0.03%+62,07513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP274,363$20.6M0.03%+266,51813F-HRTimelineGroup
WJ Interests, LLC270,715$20.3M8.21%-22,82913F-HRTimeline
OneDigital Investment Advisors LLC269,909$20.3M0.21%+49,73613F-HRTimeline
MassMutual Private Wealth & Trust, FSB261,265$19.6M0.5%-1213F-HRTimeline
VeraBank, N.A.259,090$19.5M3.64%+19,85013F-HRTimeline
CGN Advisors LLC256,290$19.2M1.58%+6,53313F-HRTimeline
Compound Planning, Inc.256,179$19.2M0.62%+239,16613F-HRTimeline
TCI Wealth Advisors, Inc.250,789$18.8M1.12%-12,32713F-HRTimeline
Larson Financial Group LLC231,368$17.4M0.61%-71,78813F-HRTimeline
WealthPlan Investment Management, LLC223,528$16.8M1.11%+41,66113F-HRTimeline
Foundations Investment Advisors, LLC220,439$16.6M0.24%+33,23413F-HRTimeline
Simplicity Wealth,LLC220,274$16.5M0.96%-191,23613F-HRTimeline
BSW Wealth Partners217,549$16.3M2.04%+7,50813F-HRTimeline
Caliber Wealth Management, LLC / KS213,173$16M1.78%+11,44313F-HRTimeline
Fonville Wealth Management LLC205,790$15.5M3.48%+10,28613F-HRTimeline
Allen Capital Group, LLC204,875$15.4M1.47%+13,11413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC202,954$15.2M4.57%-9,59913F-HRTimeline
Armstrong, Fleming & Moore, Inc201,613$15.1M7.23%new13F-HRTimeline
Berger Financial Group, Inc200,919$15.1M0.9%+4,59713F-HRTimeline
FMR LLCin group FMR LLC199,934$15M<0.01%+34,76213F-HRTimelineGroup
REAP Financial Group, LLC199,228$15M3.25%+9,54113F-HRTimeline
Plancorp, LLC198,988$14.9M0.47%-2,45313F-HRTimeline
Burton Enright Welch196,981$14.8M2.23%-8,32813F-HRTimeline
NewEdge Advisors, LLC191,895$14.4M0.07%+22,90013F-HRTimeline
Opus Capital Group, LLC189,659$14.2M1.6%-9213F-HRTimeline
MFA WEALTH ADVISORS, LLC185,758$14M3.05%new13F-HRTimeline
Destiny Wealth Partners, LLC184,092$13.8M1.69%+5,30513F-HRTimeline
AIRE ADVISORS, LLC182,441$13.7M2.49%+1,32313F-HRTimeline
Waverly Advisors, LLC178,738$13.4M0.13%+40913F-HRTimeline
Summit Financial, LLC178,514$13.4M0.2%new13F-HRTimeline
Modera Wealth Management, LLC178,470$13.4M0.16%-2,60613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding177,733$13.3M+90,964Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp176,250$13.2M<0.01%+23,37713F-HRTimelineGroup
Werba Rubin Papier Wealth Management176,013$13.2M2.14%+2,77413F-HRTimeline
Valued Wealth Advisors LLC173,406$13M6.04%+8,82613F-HRTimeline
LIBRA WEALTH LLC169,176$12.7M3.82%+18,35613F-HRTimeline
Team Hewins, LLC168,307$12.6M4.27%-2,19913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC167,490$12.6M1.68%+9,37113F-HRTimeline
Hill Investment Group Partners, LLC167,486$12.6M1.53%-1,96613F-HRTimeline
Fort Vancouver Investment Management, L…164,819$12.4M6.87%-5,89413F-HRTimeline
ERn Financial, LLC163,467$12.3M2.42%-9,43413F-HRTimeline
CARDIFF PARK ADVISORS, LLC159,192$12M0.92%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC154,629$11.6M5.6%+69413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC152,279$11.4M0.01%-104,65313F-HRTimelineGroup
Austin Private Wealth, LLC151,876$11.4M0.88%+148,92113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC151,153$11.4M0.11%-84413F-HRTimeline
Buck Wealth Strategies, LLC149,455$11.2M1.54%new13F-HRTimeline
SJS Investment Consulting Inc.149,249$11.2M1.53%+11,02713F-HRTimeline
DEFINE FINANCIAL, LLC148,418$11.1M6.69%+1,02713F-HRTimeline
Walkner Condon Financial Advisors LLC148,030$11.1M1.76%+32,91013F-HRTimeline
Merit Financial Group, LLC146,885$11M0.1%-24,71113F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC145,150$10.9M1.8%-3,83213F-HRTimeline
Mason & Associates Inc138,376$10.4M2.09%+51,18213F-HRTimeline
Prosperity Planning, Inc.138,088$10.4M2.8%+23813F-HRTimeline
Choice Wealth Advisors LLC133,520$10M4.3%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC133,381$10M5.06%+3,55413F-HRTimeline
ShoreHaven Wealth Partners, LLC131,986$9.91M3.67%+66,69813F-HRTimeline
&PARTNERS128,616$9.79M0.06%+61,27913F-HRTimeline
Shotwell Rutter Baer Inc127,491$9.75M6.29%-3,43213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.128,914$9.68M3.06%-1,09313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,023$9.62M0.01%+26,27113F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC127,302$9.56M1.11%+2,11713F-HRTimeline
Oak Wealth Advisors LLC126,622$9.51M5.53%+5,92113F-HRTimeline
Richmond Investment Services, LLC125,570$9.43M1.76%+114,86613F-HRTimeline
Freedom Financial Partners LLC123,653$9.29M3.54%+1,90413F-HRTimeline
Tortoise Investment Management, LLC121,955$9.16M0.82%+33013F-HRTimeline
Passive Capital Management, LLC.120,882$9.08M2.96%-11,76613F-HRTimeline
NOTTINGHAM ADVISORS, INC.119,508$8.98M1.25%+5,14813F-HRTimeline
Certified Advisory Corp116,721$8.77M0.83%+11,42313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…116,217$8.73M0.02%+14,78813F-HRTimelineGroup
WCG Wealth Advisors LLC115,857$8.7M0.55%+3,24813F-HRTimeline
Total Wealth Planning, LLC112,051$8.42M0.97%-7,93913F-HRTimeline
Activest Wealth Management111,947$8.41M1.7%+97,65313F-HRTimeline
ABLE Financial Group, LLC110,240$8.28M1.79%+4,09913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC110,198$8.28M1.99%-6,60113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…110,094$8.27M0.02%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,033$8.19M<0.01%new13F-HRTimelineGroup
WMG Financial Advisors, LLC108,788$8.17M2.73%-1,83913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC106,677$8.01M2.51%+5,39913F-HRTimeline
Disciplina Capital Management LLC106,654$8.01M0.98%+8,49213F-HRTimeline
B&D White Capital Company, LLC106,413$7.99M1.02%-1,84113F-HRTimeline
BetterWealth, LLC105,487$7.92M1.89%+1,53113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105,324$7.91M0.02%+104,95013F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC103,719$7.79M5.13%+2,86713F-HRTimeline
Highland Financial Advisors, LLC101,660$7.64M2.19%+3,06713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC98,392$7.39M2.66%+5,67213F-HR/ATimeline
Financial Futures Ltd Liability Co.96,829$7.27M3.53%+3,19713F-HRTimeline
Flagstone Financial Management96,273$7.23M1.91%-6,64413F-HRTimeline
Sylvest Advisors, LLC95,634$7.18M3.86%-16413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…94,060$7.06M2.47%+1,13613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC92,438$6.94M2.93%-4,61113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK92,230$6.93M0.89%+2,98013F-HRTimelineGroup
Haven Private, LLC91,761$6.89M3.04%+2,12113F-HRTimeline
Cypress Point Wealth Management, LLC91,605$6.88M1.39%+1,56513F-HRTimeline
Bridgewater Advisors Inc.88,528$6.8M0.47%-4,02413F-HRTimeline
Broadway Wealth Solutions, Inc.86,618$6.51M3.65%+6,74913F-HRTimeline
rebel Financial LLC0$6.43M2.8%-85,50213F-HRTimelineAmount filed as zero, left out of ratios.
AllGen Financial Advisors, Inc.85,214$6.4M1.57%+14,10313F-HRTimeline
CURIO WEALTH, LLC84,580$6.35M2.61%+7,49713F-HRTimeline
D'Orazio & Associates, Inc.84,107$6.32M0.83%-7,55213F-HRTimeline
Avant Financial Advisors LLC83,929$6.3M4.75%+2,87613F-HRTimeline
WealthPLAN Partners, LLC83,412$6.27M0.94%+9,52313F-HRTimeline
Trace Wealth Advisors, LLC81,971$6.16M4.6%+1,36013F-HRTimeline
Visionary Horizons, LLC81,702$6.14M3.43%+6,09313F-HRTimeline
LexAurum Advisors, LLC81,616$6.13M0.87%+3,71913F-HRTimeline
Trellis Wealth Advisors LLC81,294$6.11M2.48%-1,70313F-HRTimeline
Collaborative Wealth Managment Inc.81,118$6.09M2.46%+8,87413F-HRTimeline
Objectivity Squared, LLC79,920$6M3.58%+7,54613F-HRTimeline
MN Wealth Advisors, LLC79,164$5.95M3.18%+9,71213F-HRTimeline
AWM CAPITAL, LLC78,694$5.91M0.54%-3,62013F-HRTimeline
Fortitude Family Office, LLC78,311$5.88M1.59%-2,14013F-HRTimeline
Echo Wealth Management, LLC77,932$5.85M3.42%+18513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC75,487$5.67M0.95%+6,69413F-HRTimeline
Midwestern Financial, LLC /IA75,014$5.63M4.84%+4,19213F-HRTimeline
EnRich Financial Partners LLC74,891$5.63M1.6%-1,22213F-HRTimeline