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Disclosery

AVMC AMERICAN CENTY ETF TR

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AVA MID EQU ETF (fund)

43 managers (43 13F filers) reported a position in AVMC shares at 2025-06-30, 2,125,126 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
11
Added
21
Reduced
6
Sold out
2
Shares held by filers
2,125,126

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
McIlrath & Eck, LLC685,911$45.4M5.18%+29,00413F-HRTimeline
Berger Financial Group, Inc219,107$14.5M0.94%+7,52113F-HRTimeline
CGN Advisors LLC170,013$11.3M1.01%+22,95213F-HRTimeline
HB Wealth Management, LLC155,054$10.3M0.08%-129,76513F-HRTimeline
Envision Financial Planning, LLC124,051$8.21M3.84%-8,98913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC118,620$7.85M<0.01%+8,18413F-HRTimelineGroup
LPL Financial LLC95,774$6.34M<0.01%+17,25513F-HRTimeline
Chicago Partners Investment Group LLC58,783$4.02M0.12%+7,31013F-HRTimeline
AE Wealth Management LLC53,688$3.55M0.03%+27,42213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC53,170$3.52M1.33%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,531$3.28M0.02%-10,82513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV38,999$2.58M0.01%-125,99913F-HRTimeline
Mendota Financial Group, LLC36,879$2.44M2.31%+10,69513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…33,547$2.22M0.48%new13F-HRTimeline
Balance Wealth Partners LLC32,543$2.15M1.26%new13F-HRTimeline
WMG Financial Advisors, LLC20,050$1.33M0.49%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.17,615$1.17M0.55%+4,86113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,848$1.12M<0.01%+11,36213F-HRTimelineGroup
Plancorp, LLC14,171$938K0.03%+1,20013F-HRTimeline
Gradient Capital Advisors, LLC11,911$788K0.23%+3,31713F-HRTimeline
MML INVESTORS SERVICES, LLC11,645$771K<0.01%+4,48613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,645$771K<0.01%+4,48613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,731$710K<0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC10,561$699K0.32%+6,48013F-HRTimeline
Jacobi Capital Management LLC10,524$697K0.05%+2,58413F-HRTimeline
Park Square Financial Group, LLC9,961$659K0.48%+7,88813F-HRTimeline
Eldridge Investment Advisors, Inc.9,067$600K0.13%+2,24313F-HRTimeline
Farther Finance Advisors, LLC9,027$597K0.01%-14513F-HRTimeline
LexAurum Advisors, LLC8,877$588K0.09%+3,56513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,415$557K<0.01%+70013F-HRTimeline
CFS Investment Advisory Services, LLC3,341$221K0.02%new13F-HRTimeline
Wealth Management Partners, LLC3,186$213K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,073$203K<0.01%+2,15013F-HR/ATimelineGroup
Arlington Financial Advisors, LLC3,035$201K0.03%-16,49013F-HRTimeline
Avondale Wealth Management2,025$134K0.07%new13F-HRTimeline
ATWOOD & PALMER INC1,743$115K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…961$63.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc492$32.6K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC324$21.4K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC137$9.07K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$4.1K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29$1.92K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.