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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

906 managers (920 13F filers) reported a position in AVEM shares at 2026-03-31, 228,247,722 shares in all. 147 filers opened a position and 24 filers sold out during the quarter.

Managers
906
13F filers
920
New
147
Added
457
Reduced
236
Sold out
24
Shares held by filers
228,247,722

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,676,652$2.31B0.17%+8,908,26413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,815,997$1.52B7.33%+371,67813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,156,083$1.3B+509,347Timeline
MERCER GLOBAL ADVISORS INC /ADV9,889,366$797M1.18%+261,95513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,988,347$644M0.04%+2,328,67613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,265,536$585M0.12%+1,589,80713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,230,166$421M0.1%+2,358,12913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,957,349$399M0.25%+1,328,94113F-HRTimelineGroup
LPL Financial LLC4,715,281$380M0.1%+974,69513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,262,711$335M0.16%+1,215,85813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,370,456$272M0.39%+484,19813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,360,912$271M+1,586,878Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,057,168$246M0.13%+415,68413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,383,157$192M1.63%+37,96013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,255,175$191M+56,581Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,329,760$188M0.11%+131,39013F-HRTimelineGroup
Haverford Trust Co2,158,636$174M1.59%+82,54513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,075,447$167M0.05%+797,60113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,936,252$156M0.23%+170,41313F-HRTimelineGroup
OneDigital Investment Advisors LLC1,888,950$152M1.49%-356,24513F-HRTimeline
HighTower Advisors, LLC1,878,025$151M0.16%-369,00513F-HRTimeline
Cetera Investment Advisers1,868,208$151M0.16%+219,61813F-HRTimeline
MML INVESTORS SERVICES, LLC1,833,494$148M0.41%-138,67713F-HRTimeline
Annex Advisory Services, LLC1,533,037$124M2.31%-573,39613F-HRTimeline
BOKF, NAin group BOKF, NA1,527,156$123M1.88%+81,00513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,480,792$119M0.09%+207,86413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,413,917$110M0.01%+106,61913F-HR/ATimelineGroup
Pure Financial Advisors, LLC1,220,939$98.4M1.41%-105,31113F-HRTimeline
MASECO LLP1,160,605$93.5M2.93%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,147,859$92.5M1.43%+374,34113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,143,476$92.1M1.43%+38,10713F-HRTimelineGroup
Modern Wealth Management, LLC1,111,049$90.3M1.55%+227,65713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,112,506$89.6M+94,715Timeline
Avantax Planning Partners, Inc.1,076,937$86.8M2.38%-31,96213F-HRTimeline
Oak Root LLC1,075,466$86.7M10.57%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,065,665$86.4M3.19%+835,27613F-HRTimelineGroup
Apella Capital, LLC960,152$86.3M1.28%+105,57513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,062,318$85.6M0.04%-539,46613F-HRTimelineGroup
HB Wealth Management, LLC1,060,539$85.5M0.55%+18,19713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,025,958$82.6M0.12%-4,97013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC960,951$77.4M0.11%+5,69113F-HRTimeline
Creative Planningin group Creative Planning919,579$74.1M0.05%-54,71813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding909,359$73.3M+239,827Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…884,346$71.3M1.29%+18,43313F-HRTimelineGroup
Cresset Asset Management, LLC862,929$69.5M0.3%-13,35613F-HRTimeline
Summit Financial Strategies, Inc.829,341$66.8M5.27%-27,06813F-HRTimeline
Midwest Trust Co767,587$61.9M0.77%-5,87313F-HRTimeline
Parallel Advisors, LLC760,155$61.3M1.1%+716,83013F-HR/ATimeline
Prime Capital Investment Advisors, LLC756,001$60.9M0.7%new13F-HRTimeline
Farther Finance Advisors, LLC748,163$60.8M0.57%+152,21513F-HRTimeline
CWM, LLCin group CWM, LLC733,280$59.1M0.16%+132,10213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP722,130$58.2M0.08%+295,25613F-HRTimelineGroup
ATWOOD & PALMER INC671,428$54.1M3.05%+7,00513F-HRTimeline
FMR LLCin group FMR LLC664,595$53.6M<0.01%+25,67113F-HRTimelineGroup
Fragasso Financial Advisors Inc619,622$50.4M3.04%-15,71913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC619,902$50M7.03%-21,63713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC606,919$48.9M0.38%+34,75013F-HRTimelineGroup
Falcon Wealth Planning600,510$48.4M3.3%new13F-HRTimeline
Diversified Portfolios, Inc.576,945$46.5M3.82%+27,40713F-HRTimeline
Beaird Harris Wealth Management, LLC572,766$46.2M3.14%-9,85113F-HRTimeline
WADDELL & ASSOCIATES, LLC570,400$46M2.59%+15,45513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP564,241$45.5M0.95%+34,48513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding563,072$45.4M+21,662Timeline
Rockwood Wealth Management, LLC546,043$44M3.15%+15,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,262$43.6M0.01%+79,36513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp528,977$42.6M0.01%+318,58813F-HRTimelineGroup
FOSTER & MOTLEY INC521,207$42M2.17%-12,03713F-HRTimeline
Tarbox Family Office, Inc.516,850$41.6M6.76%-6,56513F-HRTimeline
Financial Plan, Inc.506,092$40.8M4.37%+32,98113F-HRTimeline
Private Advisor Group, LLC499,441$40.2M0.19%+6,18013F-HRTimeline
McLean Asset Management Corp491,761$39.6M6.93%+26,54113F-HRTimeline
HighPoint Advisor Group LLC491,750$39.6M1.66%+15,28313F-HRTimeline
Orion Porfolio Solutions, LLC490,632$39.5M0.34%-17,77613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding486,843$39.2M+15,302Timeline
Morton Brown Family Wealth, LLC465,309$37.5M9.91%+10,70413F-HRTimeline
IHT Wealth Management, LLC462,739$37.3M0.87%-21,07613F-HRTimeline
Truepoint, Inc.455,472$36.7M0.82%-2,56913F-HRTimeline
Beacon Pointe Advisors, LLC453,616$36.6M0.19%-10,78113F-HRTimeline
Bogart Wealth, LLC433,034$34.9M1.35%-76813F-HRTimeline
Arlington Financial Advisors, LLC410,855$33.1M4.72%-24,46613F-HRTimeline
WEST PACES ADVISORS INC.410,546$33.1M6.41%+5,24813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…399,267$32.2M5.46%-9,21513F-HRTimeline
Amplius Wealth Advisors, LLC386,797$31.2M2.6%-20,62813F-HRTimeline
Versant Capital Management, Inc380,953$30.7M3.03%-9,36713F-HRTimeline
Compound Planning, Inc.368,308$29.7M0.92%-99213F-HRTimeline
Robertson Stephens Wealth Management, L…354,608$28.6M0.8%+119,77713F-HRTimeline
Quantum Financial Advisors, LLC352,831$28.4M3.19%-6,20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC351,811$28.3M0.66%-262,70613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC350,656$28.3M0.03%+71,38313F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD346,311$27.9M1.31%+130,96013F-HRTimeline
JRM Investment Counsel, LLC336,701$27.1M7.23%+19,94013F-HRTimeline
Cannon Financial Strategists, Inc.335,823$27.1M3.56%-8,80613F-HRTimeline
Summit Financial, LLC321,765$25.9M0.33%+129,30713F-HRTimeline
SC&H Financial Advisors, Inc.320,134$25.8M3.89%+2,49913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…317,311$25.5M0.05%+92,24513F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC290,077$24.9M2.24%new13F-HRTimeline
ACT Advisors, LLC.307,985$24.8M10.55%+47713F-HRTimeline
OLD MISSION CAPITAL LLC303,282$24.4M0.58%+130,49113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…302,901$24.4M0.05%+33,63013F-HRTimeline
Simplicity Wealth,LLC284,682$22.9M1.3%+36,00713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…278,361$22.4M0.04%+23,45013F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT277,692$22.4M4.18%-39,06713F-HRTimeline
High Probability Advisors, LLC275,318$22.2M2.84%-16,52113F-HRTimeline
VeraBank, N.A.274,715$22.1M4.05%+5,36213F-HRTimeline
Armstrong, Fleming & Moore, Inc263,143$21.2M9%+29,30213F-HRTimeline
B&D White Capital Company, LLC258,639$20.8M2.58%+94,01213F-HRTimeline
WJ Interests, LLC258,181$20.8M7.99%+7,37813F-HRTimeline
WCG Wealth Advisors LLC257,044$20.7M0.58%+6,78613F-HRTimeline
MassMutual Private Wealth & Trust, FSB254,834$20.5M0.56%-3,47313F-HRTimeline
CGN Advisors LLC254,769$20.5M1.62%-6,89913F-HRTimeline
HUB Investment Partners, LLC253,291$20.4M0.5%+11,52513F-HRTimeline
NewEdge Advisors, LLC249,118$20.1M0.07%+44,39513F-HR/ATimeline
Buttonwood Financial Group, LLC249,088$20.1M12.35%new13F-HRTimeline
Aptus Capital Advisors, LLC247,799$20M0.17%+231,68513F-HRTimeline
Marietta Wealth Management, LLC240,390$19.4M2.3%-4,03413F-HRTimeline
Fonville Wealth Management LLC237,596$19.1M3.64%+11,21113F-HRTimeline
Alpha Financial Advisors, LLC234,592$18.9M5.79%-3,04313F-HRTimeline
TCI Wealth Advisors, Inc.234,314$18.9M1%-8,81413F-HRTimeline
REAP Financial Group, LLC229,933$18.5M3.66%+19,39513F-HRTimeline
Pasadena Private Wealth, LLC228,371$18.4M2.55%-86,79013F-HRTimeline
Walkner Condon Financial Advisors LLC226,956$18.3M2.41%+28,22413F-HRTimeline
Sunburst Financial Group, LLC226,497$18.3M3.51%new13F-HR/ATimeline
Allen Capital Group, LLC220,279$17.8M1.6%+7,72113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC220,107$17.7M0.01%-62,21513F-HRTimelineGroup
Foundations Investment Advisors, LLC217,908$17.6M0.22%-9613F-HRTimeline
Caliber Wealth Management, LLC / KS217,835$17.6M1.92%-4,81413F-HRTimeline
Plancorp, LLC199,131$17.1M0.49%+41313F-HRTimeline
WealthPlan Investment Management, LLC212,186$17.1M0.95%-17,79213F-HRTimeline
Ullmann Wealth Partners Group, LLC212,103$17.1M1.77%+67,98313F-HRTimeline
MFA WEALTH ADVISORS, LLC206,652$16.7M3.28%+13,70113F-HRTimeline
BSW Wealth Partners206,501$16.6M2.03%-2,16713F-HRTimeline
Venturi Wealth Management, LLC203,546$16.4M0.74%+7,62913F-HRTimeline
Stewardship Advisors, LLC200,569$16.2M3.71%+196,72213F-HRTimeline
Strategic Financial Planning, Inc.351,728$16.1M9.39%new13F-HRTimeline
Waverly Advisors, LLC198,930$16M0.12%+41,79113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…198,408$16M0.17%new13F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC198,200$16M4.57%+25013F-HRTimeline
Werba Rubin Papier Wealth Management197,530$15.9M2.22%new13F-HRTimeline
&PARTNERS192,446$15.5M0.08%+63,41713F-HRTimeline
LIBRA WEALTH LLC191,780$15.5M4.35%+1,51113F-HRTimeline
Opus Capital Group, LLC190,591$15.4M1.65%-1,34913F-HRTimeline
Syntegra Private Wealth Group, LLC189,784$15.3M1.45%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC189,270$15.3M0.4%+151,23513F-HRTimelineGroup
AIRE ADVISORS, LLC186,566$15M2.75%+84713F-HRTimeline
Valued Wealth Advisors LLC184,315$14.9M6.02%+7,94213F-HRTimeline
Burton Enright Welch183,982$14.8M2.02%-7,91013F-HRTimeline
Scarborough Advisors, LLC179,829$14.5M1.59%+179,74713F-HRTimeline
Berger Financial Group, Inc179,470$14.5M0.81%-23,30213F-HRTimeline
Modera Wealth Management, LLC178,253$14.4M0.17%-2913F-HRTimeline
Henderson Brothers Financial Partners, …176,429$14.2M3.6%13F-HRTimeline
SJS Investment Consulting Inc.175,969$14.2M1.73%+13,89313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC175,859$14.2M1.77%+3,32213F-HRTimeline
Destiny Wealth Partners, LLC174,958$14.1M1.54%-8,67313F-HRTimeline
HORAN Wealth, LLC174,623$14.1M1.34%new13F-HRTimeline
Allworth Financial LP173,224$14M0.06%+41,54413F-HRTimeline
ERn Financial, LLC172,723$13.9M2.62%+5,69913F-HRTimeline
Horst & Graben Wealth Management LLC155,309$13.9M1.91%+31,95913F-HRTimeline
Hill Investment Group Partners, LLC166,412$13.4M1.48%-76313F-HRTimeline
World Investment Advisors165,605$13.3M0.22%+131,46913F-HRTimeline
Fort Vancouver Investment Management, L…165,381$13.3M6.77%+2,49513F-HRTimeline
Team Hewins, LLC164,052$13.2M3.93%-3,87113F-HRTimeline
Gateway Wealth Partners, LLC160,483$12.9M0.5%+90,45813F-HRTimeline
Larson Financial Group LLC160,126$12.9M0.41%-44,03713F-HRTimeline
Invariant Investment Management148,404$12.7M7.82%+30,19513F-HRTimeline
CARDIFF PARK ADVISORS, LLC156,443$12.6M1.01%-1,16113F-HRTimeline
Indivisible Partners155,471$12.5M1.11%+11,66213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC154,452$12.4M5.86%-8,02713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC153,790$12.4M0.1%-73913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC136,587$12.4M5.17%+54,61213F-HRTimeline
Three Arch Wealth Management LLC153,015$12.3M2.22%+4,60313F-HRTimeline
Symphony Financial, Ltd. Co.155,627$12.2M1.62%+122,61013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC151,262$12.2M1.32%+147,63313F-HRTimeline
DEFINE FINANCIAL, LLC151,258$12.2M6.62%+1,95213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers149,597$12.1M0.02%+53,28613F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC148,030$11.9M5.45%+5,82713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC144,582$11.7M3.33%+1,51213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding143,526$11.6M+13,546Timeline
Blue Edge Capital, LLC143,381$11.6M1.53%new13F-HRTimeline
ABLE Financial Group, LLC140,791$11.3M2.22%+21,54913F-HRTimeline
Prosperity Planning, Inc.140,643$11.3M2.87%+2,64513F-HRTimeline
Choice Wealth Advisors LLC139,226$11.2M4.4%+2,44713F-HRTimeline
Richmond Investment Services, LLC137,310$11.1M1.79%+5,59913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC135,608$10.9M0.78%+43,64613F-HRTimeline
Mason & Associates Inc140,088$10.9M2.12%+8,34213F-HRTimeline
Echo Wealth Management, LLC134,959$10.9M6.26%+32,77113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC133,328$10.7M1.61%-2,41613F-HRTimeline
ShoreHaven Wealth Partners, LLC132,593$10.7M3.84%-36,63113F-HRTimeline
Freedom Financial Partners LLC132,570$10.7M3.8%+3,64613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.132,225$10.7M2.99%-125,33213F-HRTimeline
Cambridge Investment Research Advisors,…132,177$10.7M0.03%+32,85513F-HRTimeline
Great Diamond Partners, LLC132,028$10.6M2.05%+15,59013F-HRTimeline
Certified Advisory Corp131,317$10.6M0.95%+6,78713F-HRTimeline
INVENIO WEALTH PARTNERS LLC130,901$10.5M4.19%+45,60213F-HRTimeline
Shotwell Rutter Baer Inc130,195$10.5M6.16%+1,20013F-HRTimeline
Verum Partners LLC129,644$10.4M1.98%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,901$10.3M0.01%-9,92113F-HRTimelineGroup
Torren Management, LLC126,171$10.2M5.06%-17,92713F-HRTimeline
Oak Wealth Advisors LLC126,063$10.2M5.58%+4,44813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC125,276$10.1M1.13%-6,51013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC125,105$10.1M0.73%new13F-HRTimelineGroup