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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

20 managers (20 13F filers) reported a position in AVMA shares at 2026-03-31, 349,464 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
3
Added
11
Reduced
3
Sold out
2
Shares held by filers
349,464

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cogent Private Wealth, Inc.110,713$7.44M5.37%+14,23113F-HRTimeline
Great Point Wealth Advisors, LLC90,874$6.11M1.13%+713F-HRTimeline
LPL Financial LLC35,804$2.41M<0.01%-2,34113F-HRTimeline
CROSSPOINT FINANCIAL, LLC21,170$1.42M3.58%+2,26013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,044$1.06M0.02%+8,48413F-HRTimelineGroup
Vawter Financial, Ltd.15,414$1.04M0.44%+65713F-HR/ATimeline
Versant Capital Management, Inc14,308$962K0.09%-93913F-HRTimeline
Integrity Wealth Solutions LLC13,400$901K0.35%+3,82313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,199$686K<0.01%-1,14813F-HRTimelineGroup
Plancorp, LLC3,750$261K0.01%013F-HRTimeline
Arlington Financial Advisors, LLC3,674$247K0.04%+31213F-HRTimeline
Cambridge Investment Research Advisors,…3,548$238K<0.01%+12013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,388$228K<0.01%+12713F-HRTimelineGroup
Werba Rubin Papier Wealth Management3,316$223K0.03%new13F-HRTimeline
Advisory Services Network, LLC2,102$141K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,408$94.6K0.01%+513F-HRTimeline
Farther Finance Advisors, LLC600$40.6K<0.01%013F-HRTimeline
Robinswood Financial LLC402$27.1K0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…304$20.4K<0.01%+6013F-HR/ATimelineGroup
CURIO WEALTH, LLC46$3.12K<0.01%013F-HRTimeline