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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

17 managers (17 13F filers) reported a position in AVMA shares at 2025-09-30, 219,904 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
7
Reduced
2
Sold out
1
Shares held by filers
219,904

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Great Point Wealth Advisors, LLC90,861$5.91M1.11%13F-HRTimeline
LPL Financial LLC38,145$2.48M<0.01%-78213F-HRTimeline
Vawter Financial, Ltd.15,047$979K0.44%+5,32213F-HR/ATimeline
Versant Capital Management, Inc10,664$694K0.09%+3,60413F-HRTimeline
CROSSPOINT FINANCIAL, LLC10,600$690K1.69%+5,60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,576$557K<0.01%+2,43713F-HRTimelineGroup
PFG Private Wealth Management, LLC8,157$531K0.24%new13F-HRTimeline
Integrity Wealth Solutions LLC8,157$531K0.24%-38513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,711$440K0.03%+22713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,366$414K<0.01%new13F-HRTimelineGroup
Plancorp, LLC3,750$244K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management3,392$221K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…3,223$210K<0.01%new13F-HRTimeline
Keystone Financial Group, Inc.2,517$164K0.09%new13F-HRTimeline
Advisory Services Network, LLC2,132$139K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,387$90.2K0.01%+1613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…219$14.2K<0.01%+2513F-HRTimelineGroup