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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

19 managers (19 13F filers) reported a position in AVMA shares at 2025-12-31, 320,119 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
5
Added
8
Reduced
3
Sold out
4
Shares held by filers
320,119

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cogent Private Wealth, Inc.96,482$6.4M4.87%13F-HRTimeline
Great Point Wealth Advisors, LLC90,867$6.03M1.1%+613F-HRTimeline
LPL Financial LLC38,145$2.53M<0.01%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC18,910$1.25M2.95%+8,31013F-HRTimeline
Versant Capital Management, Inc15,247$1.01M0.13%+4,58313F-HRTimeline
Vawter Financial, Ltd.14,757$979K0.41%-29013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,347$753K<0.01%+2,77113F-HRTimelineGroup
Integrity Wealth Solutions LLC9,577$635K0.25%+1,42013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,560$445K0.02%-15113F-HRTimelineGroup
Plancorp, LLC3,750$249K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…3,428$227K<0.01%+20513F-HRTimeline
Arlington Financial Advisors, LLC3,362$223K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,261$216K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.2,047$136K0.07%-47013F-HRTimeline
Sunbelt Securities, Inc.1,403$93K0.01%+1613F-HRTimeline
Farther Finance Advisors, LLC600$39.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…244$16.2K<0.01%+2513F-HRTimelineGroup
UBS Group AGin group UBS Group AG86$5.7K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC46$3.1K<0.01%new13F-HRTimeline