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Disclosery

AVMC AMERICAN CENTY ETF TR

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AVA MID EQU ETF (fund)

52 managers (52 13F filers) reported a position in AVMC shares at 2025-12-31, 3,028,947 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
14
Added
24
Reduced
7
Sold out
4
Shares held by filers
3,028,947

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
McIlrath & Eck, LLC744,556$52.6M4.89%+33,40413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…394,017$27.8M4.89%+48,57313F-HRTimeline
Berger Financial Group, Inc230,239$16.3M0.94%+9,35313F-HRTimeline
Wealth Management Partners, LLC202,578$14.3M4.09%+192,57513F-HRTimeline
Networth Advisors, LLC172,188$12.2M8.98%13F-HRTimeline
CGN Advisors LLC167,793$11.9M0.94%-7,45113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC141,125$9.97M0.01%+14,57113F-HRTimelineGroup
Envision Financial Planning, LLC137,933$9.74M3.68%+5,70513F-HRTimeline
Tiller Private Wealth, Inc.101,374$7.16M2.55%new13F-HRTimeline
AE Wealth Management LLC99,881$7.06M0.04%+26,09613F-HRTimeline
LPL Financial LLC97,439$6.88M<0.01%-413F-HRTimeline
Chicago Partners Investment Group LLC63,223$4.67M0.12%+1,39213F-HRTimeline
Mendota Financial Group, LLC63,948$4.52M3.29%+18,05213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,187$3.62M0.01%+71313F-HRTimelineGroup
HighTower Advisors, LLC41,086$2.9M<0.01%new13F-HRTimeline
HB Wealth Management, LLC34,973$2.47M0.02%-64713F-HRTimeline
Summit Financial, LLC23,676$1.67M0.02%+2,63113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.20,487$1.45M0.41%+1,47513F-HRTimeline
Gradient Capital Advisors, LLC20,107$1.42M0.37%+4,68413F-HRTimeline
WMG Financial Advisors, LLC19,300$1.36M0.56%-75013F-HRTimeline
Quad-Cities Investment Group, LLC18,856$1.33M0.55%+5,43113F-HRTimeline
CFS Investment Advisory Services, LLC18,835$1.33M0.1%+7,66213F-HRTimeline
Madrid Wealth Management, LLC18,383$1.3M1.05%13F-HRTimeline
Plancorp, LLC14,671$1.04M0.03%+50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,002$918K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC12,649$893K0.05%-34013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,582$818K<0.01%-84813F-HRTimeline
GEN Financial Management, INC.10,108$714K0.45%new13F-HRTimeline
Farther Finance Advisors, LLC9,002$636K0.01%+37513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,418$595K<0.01%+41413F-HRTimeline
FineMark National Bank & Trust7,646$540K0.02%new13F-HRTimeline
HTG Investment Advisors, Inc.7,437$525K0.16%+3,86913F-HRTimeline
Eldridge Investment Advisors, Inc.6,929$489K0.11%+47613F-HRTimeline
SRH ADVISORS, LLC6,896$487K0.14%new13F-HRTimeline
B&D White Capital Company, LLC6,169$436K0.05%new13F-HRTimeline
Lloyd Advisory Services, LLC.5,732$405K0.16%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,385$310K<0.01%new13F-HRTimelineGroup
Skyview Financial Group LLC4,332$306K0.32%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,334$236K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,201$226K<0.01%-8113F-HRTimelineGroup
Arlington Financial Advisors, LLC3,008$212K0.03%+513F-HRTimeline
ATWOOD & PALMER INC1,743$123K0.01%013F-HRTimeline
Team Financial Group, LLC1,257$88.8K0.04%+59313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,040$73.5K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.872$61.6K0.02%new13F-HRTimeline
Trust Co775$54.7K0.01%new13F-HRTimeline
IFP Advisors, Inc492$34.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC414$29.2K<0.01%+9013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO266$18.8K<0.01%+5813F-HRTimelineGroup
Rialto Wealth Management, LLC179$12.6K<0.01%013F-HRTimeline
MCF Advisors LLC162$11.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$4.38K<0.01%013F-HRTimelineGroup