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Disclosery

AVEM AMERICAN CENTY ETF TR

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SHS (fund)

Filings received so far for Q3 2026: 54 13F filers report a position in AVEM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC1,149,116$109M1.38%+151,96813F-HRTimeline
Oak Root LLC1,075,466$101M11.15%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,038,908$97.7M1.4%+7,46413F-HRTimelineGroup
Farther Finance Advisors, LLC850,340$79.9M0.57%+51,32113F-HRTimeline
ATWOOD & PALMER INC683,140$64.2M3.3%+8,62313F-HRTimeline
Versant Capital Management, Inc371,309$34.9M2.99%-17213F-HRTimeline
MassMutual Private Wealth & Trust, FSB265,615$25M0.66%+7,80713F-HRTimeline
Sunburst Financial Group, LLC250,839$23.6M3.86%-14,57413F-HRTimeline
Cooper Financial Group240,721$22.6M1.8%+12,75013F-HRTimeline
MFA WEALTH ADVISORS, LLC201,564$19M3.22%+41113F-HRTimeline
Prosperity Planning, Inc.145,726$13.7M3.04%+5,88613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC136,029$13M5.28%+1,01213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…122,988$11.6M1.65%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC109,456$10.3M2.89%+9013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC100,010$9.4M1.94%-2,03313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC98,961$9.3M2.7%+7,85513F-HRTimeline
RIVERSEDGE ADVISORS, LLC78,803$7.41M0.92%-24513F-HRTimeline
Grove Bank & Trust78,367$7.37M0.73%+1313F-HRTimeline
Invariant Investment Management75,916$7.24M4.19%+1,37813F-HRTimeline
Wedmont Private Capital72,515$6.76M0.16%+3,20213F-HRTimeline
Breakwater Capital Group69,083$6.5M0.77%+7,21813F-HRTimeline
Financial Symmetry Inc68,897$6.48M2.07%+4,53013F-HRTimeline
CoreCap Advisors, LLC65,138$6.12M0.18%+4,57213F-HRTimeline
Factor Wealth Management LTD60,430$5.68M0.87%+9,58513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC58,524$5.5M0.36%new13F-HRTimeline
RVW Wealth, LLC51,528$4.84M0.31%+36,31713F-HRTimeline
Adelphi Trust Co50,620$4.76M3.13%+3,53213F-HRTimeline
Apeiron RIA LLC41,959$3.95M0.9%-12,47713F-HRTimeline
Sprinkle Financial Consultants LLC37,595$3.53M1.38%+2,15413F-HRTimeline
Friday Financial32,208$3.03M0.6%+12,56913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP30,631$2.88M0.29%+5,00513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC21,336$2.01M1.2%+37513F-HRTimeline
Atlas Brown,Inc.16,624$1.56M0.41%+69713F-HRTimeline
Hardin Capital Partners, LLC15,062$1.42M0.69%+12313F-HRTimeline
Balefire, LLC9,189$864K0.14%-3,34413F-HRTimeline
CogentBlue Wealth Advisors, LLC8,188$770K0.72%-41413F-HRTimeline
Cambridge Financial Group, LLC7,465$720K0.23%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,628$623K0.36%+6113F-HRTimeline
Asempa Wealth Advisors6,141$578K0.45%-2,67313F-HRTimeline
Avidian Wealth Enterprises, LLC4,551$428K0.01%-7,50513F-HRTimeline
Emprise Bank4,349$409K0.16%-22813F-HRTimeline
Trust Co3,787$356K0.03%+1,80513F-HRTimeline
Ballew Advisors, Inc3,706$354K0.18%new13F-HRTimeline
Vilga Financial Planning LLC3,756$353K0.21%013F-HRTimeline
Pioneer Wealth Management Group2,991$281K0.07%new13F-HRTimeline
ALKEME WEALTH, LLC2,802$263K0.1%013F-HRTimeline
First Heartland Consultants, Inc.2,482$233K0.02%-2413F-HRTimeline
Everhart Financial Group, Inc.2,371$223K0.01%+28613F-HRTimeline
CHAPIN DAVIS, INC.2,132$200K0.04%-18113F-HRTimeline
Bank of New Hampshire1,123$106K0.02%+67613F-HRTimeline
FIRST COMMUNITY TRUST NA443$41.7K0.01%013F-HRTimeline
Investors Research Corp411$38.6K0.01%new13F-HRTimeline
GAMMA Investing LLC377$35.4K<0.01%013F-HRTimeline
CX Institutional23$2K<0.01%-38813F-HRTimeline