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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

16 managers (16 13F filers) reported a position in AVMA shares at 2025-03-31, 210,989 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
1
Added
7
Reduced
4
Sold out
1
Shares held by filers
210,989

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Great Point Wealth Advisors, LLC90,842$5.27M1.14%+1213F-HRTimeline
LPL Financial LLC40,812$2.37M<0.01%-6,77713F-HRTimeline
Vawter Financial, Ltd.15,737$913K0.51%+1,29413F-HRTimeline
Versant Capital Management, Inc10,901$632K0.11%+9,44613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,802$569K<0.01%+3,21313F-HRTimelineGroup
Integrity Wealth Solutions LLC7,395$429K0.23%+76513F-HRTimeline
Advisory Services Network, LLC6,629$385K0.01%-4,29313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,559$380K0.03%-7213F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC5,000$290K0.84%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,639$269K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,940$229K<0.01%+20413F-HRTimelineGroup
Plancorp, LLC3,750$218K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management3,452$200K0.04%-9513F-HRTimeline
Sunbelt Securities, Inc.1,371$79.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…160$9.27K<0.01%+1613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.