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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

24 managers (25 13F filers) reported a position in AVMA shares at 2026-06-30, 410,024 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
25
New
7
Added
10
Reduced
6
Sold out
2
Shares held by filers
410,024

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cogent Private Wealth, Inc.145,179$10.6M6.61%+34,46613F-HRTimeline
Great Point Wealth Advisors, LLC90,833$6.62M1.07%-4113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding32,790$2.37M+17,746Timeline
LPL Financial LLC31,860$2.32M<0.01%-3,94413F-HRTimeline
CROSSPOINT FINANCIAL, LLC17,200$1.25M2.87%-3,97013F-HRTimeline
Vawter Financial, Ltd.15,652$1.14M0.43%+23813F-HRTimeline
Integrity Wealth Solutions LLC14,988$1.09M0.4%+1,58813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,754$1M<0.01%+3,55513F-HRTimelineGroup
Versant Capital Management, Inc10,983$801K0.07%-3,32513F-HRTimeline
OceanIQ Capital, LLC7,084$523K0.32%13F-HRTimeline
Plancorp, LLC3,950$286K0.01%+20013F-HRTimeline
Arlington Financial Advisors, LLC3,729$272K0.03%+5513F-HRTimeline
Cambridge Investment Research Advisors,…3,702$270K<0.01%+15413F-HR/ATimeline
marrick wealth, LLC3,418$249K0.18%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,366$245K<0.01%-2213F-HR/ATimelineGroup
Werba Rubin Papier Wealth Management3,113$227K0.03%-20313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,951$215K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC2,837$207K0.01%new13F-HRTimeline
Robinswood Financial LLC1,087$79.3K0.02%+68513F-HRTimeline
Farther Finance Advisors, LLC600$43.7K<0.01%013F-HRTimeline
Mosley Wealth Management539$39.3K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…306$22.3K<0.01%+213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.54$3.94K<0.01%new13F-HRTimeline
Atomic Invest LLC49$3.53K<0.01%new13F-HRTimeline