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Disclosery

AVMC AMERICAN CENTY ETF TR

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AVA MID EQU ETF (fund)

42 managers (42 13F filers) reported a position in AVMC shares at 2025-09-30, 2,401,439 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
23
Reduced
7
Sold out
6
Shares held by filers
2,401,439

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
McIlrath & Eck, LLC711,152$49.5M5.11%+25,24113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…345,444$24M4.61%+311,89713F-HRTimeline
Berger Financial Group, Inc220,886$15.4M0.92%+1,77913F-HRTimeline
CGN Advisors LLC175,244$12.2M1%+5,23113F-HRTimeline
Envision Financial Planning, LLC132,228$9.2M3.9%+8,17713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC126,554$8.81M<0.01%+7,93413F-HRTimelineGroup
LPL Financial LLC97,443$6.78M<0.01%+1,66913F-HRTimeline
AE Wealth Management LLC73,785$5.13M0.03%+20,09713F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC68,650$4.79M1.39%+15,48013F-HRTimeline
Chicago Partners Investment Group LLC61,831$4.3M0.11%+3,04813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,474$3.51M0.02%+94313F-HRTimelineGroup
Mendota Financial Group, LLC45,896$3.19M2.38%+9,01713F-HRTimeline
LexAurum Advisors, LLC40,091$2.79M0.4%+31,21413F-HRTimeline
HB Wealth Management, LLC35,620$2.48M0.02%-119,43413F-HRTimeline
Summit Financial, LLC21,045$1.46M0.02%new13F-HRTimeline
WMG Financial Advisors, LLC20,050$1.4M0.47%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.19,012$1.32M0.41%+1,39713F-HRTimeline
Gradient Capital Advisors, LLC15,423$1.07M0.29%+3,51213F-HRTimeline
Plancorp, LLC14,171$986K0.03%013F-HRTimeline
Quad-Cities Investment Group, LLC13,425$934K0.4%+2,86413F-HRTimeline
Jacobi Capital Management LLC12,989$904K0.06%+2,46513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,600$877K<0.01%+95513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,430$865K<0.01%-26,56913F-HRTimeline
MML INVESTORS SERVICES, LLC11,992$834K<0.01%+34713F-HRTimeline
CFS Investment Advisory Services, LLC11,173$781K0.06%+7,83213F-HRTimeline
Wealth Management Partners, LLC10,003$696K0.22%+6,81713F-HRTimeline
Farther Finance Advisors, LLC8,627$600K0.01%-40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,004$557K<0.01%-41113F-HRTimeline
Eldridge Investment Advisors, Inc.6,453$449K0.1%-2,61413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,687$257K<0.01%-7,04413F-HRTimelineGroup
HTG Investment Advisors, Inc.3,568$248K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,282$227K<0.01%+20913F-HRTimelineGroup
Arlington Financial Advisors, LLC3,003$209K0.03%-3213F-HRTimeline
ATWOOD & PALMER INC1,743$121K0.01%013F-HRTimeline
Team Financial Group, LLC664$46.2K0.02%new13F-HRTimeline
IFP Advisors, Inc492$34.2K<0.01%013F-HR/ATimeline
IAG Wealth Partners, LLC324$22.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO208$14.5K<0.01%new13F-HR/ATimelineGroup
Rialto Wealth Management, LLC179$12.5K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC1,432$9.53K0.01%+1,29513F-HRTimeline
Tripletail Wealth Management, LLC100$7K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$4.31K<0.01%013F-HRTimelineGroup