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Disclosery

AVMC AMERICAN CENTY ETF TR

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AVA MID EQU ETF (fund)

64 managers (64 13F filers) reported a position in AVMC shares at 2026-03-31, 3,813,832 shares in all. 15 filers opened a position and 2 filers sold out during the quarter.

Managers
64
13F filers
64
New
15
Added
32
Reduced
12
Sold out
2
Shares held by filers
3,813,832

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
McIlrath & Eck, LLC763,230$55.1M4.09%+18,67413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…419,573$30.3M5.14%+25,55613F-HRTimeline
Berger Financial Group, Inc244,192$17.6M0.99%+13,95313F-HRTimeline
Wealth Management Partners, LLC217,157$15.7M4.48%+14,57913F-HRTimeline
Networth Advisors, LLC178,285$12.9M9.1%+6,09713F-HRTimeline
CGN Advisors LLC165,461$12M0.94%-2,33213F-HRTimeline
Tarbox Family Office, Inc.160,661$11.6M1.88%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC159,550$11.5M0.01%+18,42513F-HRTimelineGroup
Envision Financial Planning, LLC141,457$10.2M3.7%+3,52413F-HRTimeline
LPL Financial LLC122,110$8.82M<0.01%+24,67113F-HRTimeline
HighTower Advisors, LLC119,840$8.66M0.01%+78,75413F-HRTimeline
Independent Advisor Alliance115,855$8.37M0.09%new13F-HRTimeline
AE Wealth Management LLC113,090$8.17M0.04%+13,20913F-HRTimeline
Tiller Private Wealth, Inc.105,533$7.62M2.71%+4,15913F-HRTimeline
Chicago Partners Investment Group LLC67,642$5.22M0.12%+4,41913F-HRTimeline
Mendota Financial Group, LLC68,505$4.95M3.67%+4,55713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,161$3.77M0.01%+97413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,353$3.49M<0.01%new13F-HRTimelineGroup
&PARTNERS48,143$3.48M0.02%new13F-HRTimeline
LexAurum Advisors, LLC43,432$3.14M0.41%13F-HRTimeline
CFS Investment Advisory Services, LLC37,740$2.91M0.2%+18,90513F-HRTimeline
HB Wealth Management, LLC34,076$2.46M0.02%-89713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,423$1.84M0.53%+4,93613F-HRTimeline
Summit Financial, LLC25,379$1.83M0.02%+1,70313F-HRTimeline
Quad-Cities Investment Group, LLC24,537$1.77M0.71%+5,68113F-HRTimeline
Bleakley Financial Group, LLC23,100$1.67M0.03%new13F-HRTimeline
Gradient Capital Advisors, LLC22,776$1.65M0.43%+2,66913F-HRTimeline
Balance Wealth Partners LLC19,509$1.41M0.44%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK17,572$1.27M0.01%new13F-HRTimelineGroup
Plancorp, LLC16,371$1.22M0.03%+1,70013F-HRTimeline
Jacobi Capital Management LLC16,405$1.19M0.07%+3,75613F-HRTimeline
WMG Financial Advisors, LLC16,300$1.18M0.49%-3,00013F-HRTimeline
SRH ADVISORS, LLC15,022$1.09M0.31%+8,12613F-HRTimeline
Farther Finance Advisors, LLC14,914$1.08M0.01%+5,91213F-HRTimeline
Madrid Wealth Management, LLC14,455$1.04M0.79%-3,92813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV11,437$826K<0.01%-14513F-HRTimeline
GEN Financial Management, INC.10,305$744K0.46%+19713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,205$737K<0.01%-2,79713F-HRTimelineGroup
HTG Investment Advisors, Inc.9,821$709K0.2%+2,38413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,847$639K<0.01%+42913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,798$636K<0.01%new13F-HRTimelineGroup
StrongBox Wealth, LLC8,675$627K0.2%new13F-HRTimeline
B&D White Capital Company, LLC8,588$620K0.08%+2,41913F-HRTimeline
Canvas Wealth Advisors, LLC7,839$566K0.1%new13F-HRTimeline
Eldridge Investment Advisors, Inc.6,538$472K0.1%-39113F-HRTimeline
IHT Wealth Management, LLC10,000$458K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,161$435K<0.01%+1,77613F-HRTimelineGroup
Team Financial Group, LLC4,398$318K0.14%+3,14113F-HRTimeline
Avondale Wealth Management3,754$271K0.13%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,715$268K0.03%+38113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,696$267K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,065$221K<0.01%-13613F-HRTimelineGroup
Merit Financial Group, LLC3,011$218K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC1,743$126K0.01%013F-HRTimeline
Trust Co1,264$91.3K0.01%+48913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,058$76.4K<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.874$63.1K0.02%-4,85813F-HRTimeline
Kingdom Financial Group LLC.874$63.1K0.02%+213F-HRTimeline
IFP Advisors, Inc492$35.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC387$28K<0.01%-2713F-HRTimeline
Rialto Wealth Management, LLC179$12.9K<0.01%013F-HRTimeline
MCF Advisors LLC161$11.6K<0.01%-113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76$5.36K<0.01%-19013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC62$4.48K<0.01%013F-HRTimelineGroup