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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

13 managers (13 13F filers) reported a position in AVMA shares at 2025-06-30, 93,908 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
1
Added
2
Reduced
6
Sold out
3
Shares held by filers
93,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC38,927$2.39M<0.01%-1,88513F-HRTimeline
Vawter Financial, Ltd.9,725$598K6.75%-6,01213F-HR/ATimeline
Integrity Wealth Solutions LLC8,542$525K0.26%+1,14713F-HRTimeline
Versant Capital Management, Inc7,060$434K0.07%-3,84113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,484$410K0.03%-7513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,139$377K<0.01%-3,66313F-HR/ATimelineGroup
CROSSPOINT FINANCIAL, LLC5,000$307K0.82%013F-HRTimeline
Plancorp, LLC3,750$231K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management3,392$209K0.04%-6013F-HRTimeline
Arlington Financial Advisors, LLC3,324$204K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.1,371$79.7K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…194$11.9K<0.01%+3413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.