Skip to content
Disclosery

AVEM AMERICAN CENTY ETF TR

Follow

SHS (fund)

789 managers (801 13F filers) reported a position in AVEM shares at 2025-12-31, 200,905,769 shares in all. 96 filers opened a position and 29 filers sold out during the quarter.

Managers
789
13F filers
801
New
96
Added
401
Reduced
173
Sold out
29
Shares held by filers
200,905,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,768,388$1.52B0.11%+1,356,02013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,444,319$1.42B8.08%+61,60313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,646,736$1.21B+5,161,489Timeline
MERCER GLOBAL ADVISORS INC /ADV9,627,411$742M1.13%+418,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,675,729$437M0.09%+837,06913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,659,671$436M0.03%+631,36713F-HR/ATimelineGroup
LPL Financial LLC3,740,586$288M0.08%+1,061,03413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,628,408$279M0.18%+827,32513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,046,853$235M0.14%+1,046,66113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,886,258$223M0.33%+199,04513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,872,037$221M0.05%+608,90313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,641,484$203M0.1%+369,47913F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,345,197$181M1.45%+78,32613F-HRTimeline
HighTower Advisors, LLC2,247,030$173M0.19%-16,55113F-HRTimeline
OneDigital Investment Advisors LLC2,245,195$173M1.69%+1,975,28613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,198,594$169M+196,983Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,198,370$169M0.09%+207,33913F-HRTimelineGroup
Annex Advisory Services, LLC2,106,433$162M3.1%-80,17013F-HRTimeline
Haverford Trust Co2,076,091$160M1.43%-4,67413F-HRTimeline
MML INVESTORS SERVICES, LLC1,972,171$152M0.37%+171,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,774,034$137M+1,596,301Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,765,839$136M0.2%+77,99613F-HRTimelineGroup
Cetera Investment Advisers1,648,590$127M0.14%+576,01513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,601,784$123M0.05%+34,39113F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,446,151$111M1.7%+584,89813F-HRTimelineGroup
Pure Financial Advisors, LLC1,326,250$102M1.51%-31,30313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,307,298$101M0.01%-97,00613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,277,846$98.4M0.03%+471,44513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,272,928$98M0.07%+176,00913F-HRTimelineGroup
Avantax Planning Partners, Inc.1,108,899$85.4M2.39%+58,27313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,105,369$85.1M1.35%+34,70613F-HRTimelineGroup
Oak Root LLC1,075,466$82.8M10.01%-91,74913F-HRTimeline
HB Wealth Management, LLC1,042,342$80.3M0.52%+6,60313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,030,928$79.4M0.11%+273,69913F-HR/ATimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding985,252$78.9M+294,829Timeline
UBS Group AGin group UBS Group AG1,017,791$78.4M0.02%+66,38513F-HRTimelineGroup
Creative Planningin group Creative Planning974,297$75M0.05%-29,55313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC955,260$73.6M0.1%+128,47913F-HRTimeline
Modern Wealth Management, LLC883,392$68M1.24%+195,12313F-HRTimeline
Cresset Asset Management, LLC876,285$67.5M0.29%+27,99913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…865,913$66.7M1.28%+56,08213F-HRTimelineGroup
Summit Financial Strategies, Inc.856,409$66M5.42%-3,57513F-HRTimeline
Apella Capital, LLC854,577$65.8M1.3%+83,42513F-HRTimeline
HARBOUR INVESTMENTS, INC.773,518$59.6M1.21%+162,49313F-HRTimeline
Midwest Trust Co773,460$59.6M0.74%+24,00713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC700,000$53.9M0.06%+547,72113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding669,532$51.6M+119,373Timeline
ATWOOD & PALMER INC664,423$51.2M2.91%+14,93613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC641,539$49.4M7.14%+43,46213F-HR/ATimeline
FMR LLCin group FMR LLC638,924$49.2M<0.01%+438,99013F-HRTimelineGroup
Fragasso Financial Advisors Inc635,341$48.9M2.96%+11,96613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC614,517$47.3M1.15%+150,16013F-HRTimelineGroup
CWM, LLCin group CWM, LLC601,178$46.3M0.13%+57,67313F-HRTimelineGroup
Farther Finance Advisors, LLC595,948$45.9M0.49%+137,51913F-HRTimeline
Beaird Harris Wealth Management, LLC582,617$44.9M3.09%-6,22413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC572,169$44.1M0.37%+54,87913F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC554,945$42.7M2.88%+98413F-HRTimeline
Diversified Portfolios, Inc.549,538$42.3M3.52%+46,70313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding541,410$41.7M+4,053Timeline
FOSTER & MOTLEY INC533,244$41.1M2.19%-5,21813F-HRTimeline
Rockwood Wealth Management, LLC530,658$40.9M3.05%+31113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP529,756$40.8M0.83%-9,96413F-HRTimeline
Tarbox Family Office, Inc.523,415$40.3M6.49%+3,36913F-HRTimeline
Orion Porfolio Solutions, LLC508,408$39.2M0.29%+23,14513F-HRTimeline
Private Advisor Group, LLC493,261$38M0.18%+78,71213F-HRTimeline
McLean Asset Management Corp465,220$37.7M6.75%+118,08313F-HRTimeline
IHT Wealth Management, LLC483,815$37.3M0.91%+98,97313F-HRTimeline
HighPoint Advisor Group LLC476,467$36.7M0.81%new13F-HRTimeline
Financial Plan, Inc.473,111$36.4M4.18%13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding471,541$36.3M+24,396Timeline
Beacon Pointe Advisors, LLC464,397$35.8M0.25%+29,05613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA461,897$35.6M0.01%+132,31613F-HRTimelineGroup
Truepoint, Inc.458,041$35.3M0.79%-10,49613F-HRTimeline
Morton Brown Family Wealth, LLC454,605$35M9.53%-5,08713F-HRTimeline
Arlington Financial Advisors, LLC435,321$33.5M4.8%-2,10813F-HRTimeline
Bogart Wealth, LLC433,802$33.4M1.34%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP426,874$32.9M0.04%+152,51113F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…408,482$31.5M5.28%-11,12913F-HRTimeline
Amplius Wealth Advisors, LLC407,425$31.4M2.63%+6,01513F-HRTimeline
WEST PACES ADVISORS INC.405,298$31.2M6.04%+2,46113F-HRTimeline
Versant Capital Management, Inc390,320$30.1M3.77%-1,13413F-HRTimeline
Compound Planning, Inc.369,300$28.4M0.84%+113,12113F-HRTimeline
Quantum Financial Advisors, LLC359,031$27.7M3.11%+20,02913F-HRTimeline
Cannon Financial Strategists, Inc.344,629$26.5M3.69%-5,25713F-HRTimeline
SC&H Financial Advisors, Inc.317,635$24.5M3.78%+3,20013F-HRTimeline
JRM Investment Counsel, LLC316,761$24.4M7.06%+4,92513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT316,759$24.4M4.59%+25,54513F-HRTimeline
Pasadena Private Wealth, LLC315,161$24.3M3.32%+2,38013F-HRTimeline
ACT Advisors, LLC.307,508$23.7M9.34%+10,24513F-HRTimeline
Austin Private Wealth, LLC300,787$23.2M1.74%+148,91113F-HRTimeline
High Probability Advisors, LLC291,839$22.5M3%-1,13713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC282,322$21.7M0.01%+251,99813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…269,271$21.6M0.03%-16,21313F-HRTimeline
Mariner, LLCin group Mariner, LLC279,273$21.5M0.03%+43313F-HRTimelineGroup
VeraBank, N.A.269,353$20.7M3.77%+10,26313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.257,557$20.6M3.05%+128,64313F-HRTimeline
CGN Advisors LLC261,668$20.2M1.6%+5,37813F-HRTimeline
MassMutual Private Wealth & Trust, FSB258,307$19.9M0.51%-2,95813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254,911$19.6M0.04%+138,69413F-HR/ATimelineGroup
WJ Interests, LLC250,803$19.3M8.31%-19,91213F-HRTimeline
WCG Wealth Advisors LLC250,258$19.3M0.54%+134,40113F-HRTimeline
Simplicity Wealth,LLC248,675$19.2M1.14%+28,40113F-HRTimeline
Marietta Wealth Management, LLC244,424$18.8M2.18%new13F-HRTimeline
TCI Wealth Advisors, Inc.243,128$18.7M1.03%-7,66113F-HRTimeline
HUB Investment Partners, LLC241,766$18.6M0.51%new13F-HRTimeline
Alpha Financial Advisors, LLC237,635$18.3M5.6%new13F-HRTimeline
Arax Advisory Partners234,975$18.1M0.53%new13F-HRTimeline
Robertson Stephens Wealth Management, L…234,831$18.1M0.51%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc233,841$18M8.32%+32,22813F-HRTimeline
WealthPlan Investment Management, LLC229,978$17.7M1.13%+6,45013F-HRTimeline
Fonville Wealth Management LLC226,385$17.4M3.56%+20,59513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…225,066$17.4M0.03%+114,97213F-HRTimelineGroup
Caliber Wealth Management, LLC / KS222,649$17.1M1.85%+9,47613F-HRTimeline
Foundations Investment Advisors, LLC218,004$16.8M0.22%-2,43513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD215,351$16.6M0.8%new13F-HRTimeline
Allen Capital Group, LLC212,558$16.4M1.51%+7,68313F-HRTimeline
REAP Financial Group, LLC210,538$16.2M3.29%+11,31013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp210,389$16.2M<0.01%+34,13913F-HRTimelineGroup
BSW Wealth Partners208,668$16.1M1.93%-8,88113F-HRTimeline
NewEdge Advisors, LLC204,723$15.8M0.06%+12,82813F-HRTimeline
Larson Financial Group LLC204,163$15.7M0.53%-27,20513F-HRTimeline
Berger Financial Group, Inc202,772$15.6M0.91%+1,85313F-HRTimeline
Walkner Condon Financial Advisors LLC198,732$15.3M2.13%+50,70213F-HRTimeline
Plancorp, LLC198,718$15.3M0.46%-27013F-HRTimeline
Destiny Wealth Partners, LLC183,631$15.3M1.75%-46113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC197,950$15.2M4.43%-5,00413F-HRTimeline
Venturi Wealth Management, LLC195,917$15.1M0.67%-89,52813F-HRTimeline
MFA WEALTH ADVISORS, LLC192,951$14.9M3.14%+7,19313F-HRTimeline
Summit Financial, LLC192,458$14.8M0.22%+13,94413F-HRTimeline
Opus Capital Group, LLC191,940$14.8M1.6%+2,28113F-HRTimeline
Burton Enright Welch191,892$14.8M2.08%-5,08913F-HRTimeline
LIBRA WEALTH LLC190,269$14.7M4.1%+21,09313F-HRTimeline
AIRE ADVISORS, LLC185,719$14.3M2.62%+3,27813F-HRTimeline
Modera Wealth Management, LLC178,282$13.7M0.16%-18813F-HRTimeline
Valued Wealth Advisors LLC176,373$13.6M5.97%+2,96713F-HRTimeline
OLD MISSION CAPITAL LLC172,791$13.3M0.51%-137,00213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC172,537$13.3M1.83%+5,04713F-HRTimeline
ShoreHaven Wealth Partners, LLC169,224$13M4.68%+37,23813F-HRTimeline
Team Hewins, LLC167,923$12.9M4.17%-38413F-HRTimeline
Hill Investment Group Partners, LLC167,175$12.9M1.53%-31113F-HRTimeline
ERn Financial, LLC167,024$12.9M2.42%+3,55713F-HRTimeline
B&D White Capital Company, LLC164,627$12.7M1.47%+58,21413F-HRTimeline
Fort Vancouver Investment Management, L…162,886$12.5M6.7%-1,93313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC162,479$12.5M5.67%+7,85013F-HRTimeline
SJS Investment Consulting Inc.162,076$12.5M1.58%+12,82713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…161,480$12.4M0.02%+92,56313F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC157,604$12.1M1%-1,58813F-HRTimeline
Waverly Advisors, LLC157,139$12.1M0.1%-21,59913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC154,529$11.9M0.1%+3,37613F-HRTimeline
DEFINE FINANCIAL, LLC149,306$11.5M6.52%+88813F-HRTimeline
Three Arch Wealth Management LLC148,412$11.4M2.14%13F-HRTimeline
Ullmann Wealth Partners Group, LLC144,120$11.2M1.16%+125,45213F-HRTimeline
Torren Management, LLC144,098$11.1M5.67%13F-HRTimeline
Indivisible Partners143,809$11.1M1.2%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC143,070$11M3.23%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC142,523$11M0.02%+37,19913F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC142,203$11M5.19%+8,82213F-HRTimeline
Prosperity Planning, Inc.137,998$10.6M2.78%-9013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,822$10.6M0.01%+9,79913F-HRTimelineGroup
Choice Wealth Advisors LLC136,779$10.5M4.16%+3,25913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC135,744$10.5M1.65%-9,40613F-HRTimeline
Shotwell Rutter Baer Inc128,995$10.3M6.16%+1,50413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC131,786$10.2M1.13%+4,48413F-HRTimeline
Mason & Associates Inc131,746$10.1M1.91%-6,63013F-HRTimeline
Richmond Investment Services, LLC131,711$10.1M1.75%+6,14113F-HRTimeline
Allworth Financial LP131,680$10.1M0.04%+79,58913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding129,980$10M+129,766Timeline
Freedom Financial Partners LLC128,924$9.93M3.61%+5,27113F-HRTimeline
&PARTNERS129,029$9.86M0.05%+41313F-HRTimeline
Certified Advisory Corp124,530$9.59M0.87%+7,80913F-HRTimeline
Horst & Graben Wealth Management LLC123,350$9.5M1.43%+58,45413F-HRTimeline
Invariant Investment Management118,209$9.45M6.05%13F-HRTimeline
Passive Capital Management, LLC.121,950$9.39M2.94%+1,06813F-HRTimeline
Oak Wealth Advisors LLC121,615$9.37M5.38%-5,00713F-HRTimeline
Pacific Life Fund Advisors LLC120,920$9.31M0.96%+79,00013F-HRTimeline
Tortoise Investment Management, LLC120,434$9.28M0.81%-1,52113F-HRTimeline
Buck Wealth Strategies, LLC119,726$9.22M1.17%-29,72913F-HRTimeline
ABLE Financial Group, LLC119,242$9.18M1.87%+9,00213F-HRTimeline
Great Diamond Partners, LLC116,438$8.97M1.73%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.115,383$8.89M1.24%-4,12513F-HRTimeline
Activest Wealth Management113,939$8.78M1.64%+1,99213F-HRTimeline
Merit Financial Group, LLC113,512$8.74M0.07%-33,37313F-HRTimeline
WMG Financial Advisors, LLC109,465$8.43M3.47%+67713F-HRTimeline
Systelligence, LLC108,904$8.39M1.6%new13F-HRTimeline
BetterWealth, LLC108,672$8.37M1.91%+3,18513F-HRTimeline
Disciplina Capital Management LLC107,119$8.25M0.94%+46513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC105,665$8.14M1.87%-4,53313F-HRTimeline
Stonebrook Private Inc.105,330$8.11M1.7%new13F-HRTimeline
One Wealth Advisors, LLC103,468$7.97M0.97%+51,19913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC103,201$7.95M2.81%+4,80913F-HRTimeline
Echo Wealth Management, LLC102,188$7.87M4.6%+24,25613F-HRTimeline
Highland Financial Advisors, LLC101,419$7.81M2.17%-24113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC101,306$7.8M5.03%-2,41313F-HRTimeline
INTEGRATED WEALTHCARE, LLC99,459$7.66M6.44%13F-HRTimeline
Carrera Capital Advisors99,387$7.65M1.29%new13F-HRTimeline
Cambridge Investment Research Advisors,…99,322$7.65M0.02%+38,89313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK99,311$7.65M1.02%+7,08113F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC98,393$7.58M2.35%-8,28413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers96,311$7.42M0.01%+27,51413F-HRTimelineGroup
Sylvest Advisors, LLC96,260$7.41M3.96%+62613F-HRTimeline