Skip to content
Disclosery

AVMC AMERICAN CENTY ETF TR

Follow

AVA MID EQU ETF (fund)

79 managers (79 13F filers) reported a position in AVMC shares at 2026-06-30, 4,196,895 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
79
13F filers
79
New
17
Added
44
Reduced
10
Sold out
1
Shares held by filers
4,196,895

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Elwood & Goetz Wealth Advisory Group, L…441,006$35.4M5.24%+21,43313F-HRTimeline
HighTower Advisors, LLC410,979$33M0.03%+291,13913F-HRTimeline
Berger Financial Group, Inc269,524$21.6M1.11%+25,33213F-HRTimeline
LPL Financial LLC248,067$19.9M<0.01%+125,95713F-HRTimeline
Tarbox Family Office, Inc.240,067$19.3M2.76%+79,40613F-HRTimeline
Wealth Management Partners, LLC218,287$17.5M4.12%+1,13013F-HRTimeline
Networth Advisors, LLC189,314$15.2M8.83%+11,02913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC187,798$15.1M0.01%+28,24813F-HRTimelineGroup
CGN Advisors LLC180,847$14.5M1.06%+15,38613F-HRTimeline
Envision Financial Planning, LLC143,101$11.5M3.74%+1,64413F-HRTimeline
AE Wealth Management LLC141,166$11.3M0.05%+28,07613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY126,988$10.2M<0.01%+125,93013F-HRTimelineGroup
Tiller Private Wealth, Inc.111,704$8.96M2.81%+6,17113F-HRTimeline
Bleakley Financial Group, LLC101,456$8.14M0.1%+78,35613F-HRTimeline
Independent Advisor Alliance101,205$8.12M0.19%-14,65013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,404$7.17M0.01%new13F-HR/ATimelineGroup
Mendota Financial Group, LLC88,914$7.14M4.42%+20,40913F-HRTimeline
Chicago Partners Investment Group LLC68,484$5.41M0.11%+84213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,660$4.15M0.01%-50113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,481$4.05M<0.01%+2,12813F-HRTimelineGroup
&PARTNERS49,946$4.03M0.02%+1,80313F-HRTimeline
LexAurum Advisors, LLC47,944$3.85M0.44%+4,51213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,311$3.4M0.01%+24,73913F-HRTimelineGroup
CFS Investment Advisory Services, LLC38,813$3.1M0.21%+1,07313F-HRTimeline
Glenview Trust Co38,225$3.07M0.04%new13F-HR/ATimeline
HB Wealth Management, LLC32,728$2.63M0.01%-1,34813F-HRTimeline
Balance Wealth Partners LLC32,120$2.58M0.69%+12,61113F-HRTimeline
Quad-Cities Investment Group, LLC28,370$2.28M0.82%+3,83313F-HRTimeline
Gradient Capital Advisors, LLC27,007$2.17M0.5%+4,23113F-HRTimeline
Summit Financial, LLC26,153$2.1M0.02%+77413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,743$2.07M0.5%+32013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC24,203$1.94M0.13%+20,48813F-HRTimeline
Plancorp, LLC18,101$1.44M0.04%+1,73013F-HRTimeline
Jacobi Capital Management LLC17,115$1.37M0.07%+71013F-HRTimeline
WMG Financial Advisors, LLC16,300$1.31M0.49%013F-HRTimeline
SRH ADVISORS, LLC15,798$1.27M0.32%+77613F-HRTimeline
Canvas Wealth Advisors, LLC15,585$1.25M0.17%+7,74613F-HRTimeline
Farther Finance Advisors, LLC14,634$1.17M0.01%-28013F-HRTimeline
Team Financial Group, LLC14,516$1.16M0.49%+10,11813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS13,807$1.11M0.11%new13F-HRTimeline
HTG Investment Advisors, Inc.12,707$1.02M0.26%+2,88613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,494$1M<0.01%+2,28913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,146$975K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,437$918K<0.01%013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,050$887K0.01%new13F-HRTimelineGroup
Madrid Wealth Management, LLC10,561$847K0.56%-3,89413F-HRTimeline
GEN Financial Management, INC.10,382$833K0.5%+7713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,578$769K<0.01%+73113F-HRTimeline
FSA Advisors, Inc.9,033$725K0.33%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,989$721K0.01%new13F-HRTimelineGroup
StrongBox Wealth, LLC8,669$696K0.2%-613F-HRTimeline
Quantinno Capital Management LP8,490$681K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,202$658K<0.01%+2,04113F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,500$522K<0.01%new13F-HR/ATimeline
B&D White Capital Company, LLC6,155$494K0.05%-2,43313F-HRTimeline
Lloyd Advisory Services, LLC.5,951$478K0.19%+5,07713F-HRTimeline
Eldridge Investment Advisors, Inc.5,711$458K0.09%-82713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,476$359K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,471$359K<0.01%+1,40613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,209$338K<0.01%-4,58913F-HRTimelineGroup
Bedel Financial Consulting, Inc.3,909$314K0.03%new13F-HRTimeline
Avondale Wealth Management3,754$301K0.12%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,404$273K<0.01%-29213F-HRTimelineGroup
Merit Financial Group, LLC3,054$245K<0.01%+4313F-HR/ATimeline
Narus Financial Partners, LLC2,754$221K0.06%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,610$209K0.04%new13F-HRTimeline
ATWOOD & PALMER INC1,743$140K0.01%013F-HRTimeline
Trust Co1,445$116K0.01%+18113F-HRTimeline
Kingdom Financial Group LLC.876$70.3K0.02%+213F-HRTimeline
IFP Advisors, Inc492$39.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC401$32.2K<0.01%+1413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$22.5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN215$17.3K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190$15.2K<0.01%+11413F-HRTimelineGroup
Rialto Wealth Management, LLC179$14.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC171$13.7K<0.01%new13F-HRTimeline
MCF Advisors LLC161$12.9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.113$9.07K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$4.98K<0.01%013F-HRTimelineGroup