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Disclosery

AVMV AMERICAN CENTY ETF TR

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AVAN US VALU ETF (fund)

90 managers (91 13F filers) reported a position in AVMV shares at 2026-06-30, 6,912,319 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
90
13F filers
91
New
17
Added
48
Reduced
10
Sold out
5
Shares held by filers
6,912,319

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
Evensky & Katz LLC753,800$60.7M3.14%+16,80313F-HRTimeline
ENZI WEALTH715,903$57.7M18.26%+38,89413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC545,799$44M0.02%+106,04113F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV486,208$39.2M4.46%+78,39713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC453,485$36.5M3.57%+8,75513F-HRTimeline
Three Arch Wealth Management LLC401,168$32.3M4.96%+17,65713F-HRTimeline
Falcon Wealth Planning326,922$26.3M1.67%+8,56713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…295,809$23.8M0.01%+65,03613F-HRTimelineGroup
LPL Financial LLC225,531$18.2M<0.01%+106,61313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK201,998$16.3M0.07%+78,38313F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC188,845$15.3M2.19%+41,39813F-HRTimeline
Family Investment Center, Inc.172,975$13.9M2.31%+12,05813F-HRTimeline
Prosperity Planning, Inc.157,113$12.7M2.9%+11,39513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY137,447$11.1M<0.01%+137,42513F-HRTimelineGroup
WMG Financial Advisors, LLC136,540$11M4.14%-1,95013F-HRTimeline
IHT Wealth Management, LLC119,943$9.66M0.21%+74613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…112,158$9.03M<0.01%+40,49813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP110,524$8.9M0.01%+49,11213F-HR/ATimelineGroup
Rialto Wealth Management, LLC103,572$8.34M1.65%+4,91813F-HRTimeline
Quadcap Wealth Management, LLC100,661$8.11M0.79%+2,00813F-HRTimeline
B&D White Capital Company, LLC96,924$7.81M0.78%-13,56413F-HRTimeline
Team Financial Group, LLC96,363$7.76M3.29%+4,78913F-HRTimeline
Maridea Wealth Management LLC83,666$6.74M0.73%+2,54713F-HRTimeline
Allegheny Financial Group80,919$6.52M0.69%+64,98113F-HRTimeline
Farther Finance Advisors, LLC63,245$5.09M0.04%+8,17213F-HRTimeline
Triangle Securities Wealth Management60,283$4.85M0.96%+13,02113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glenview Trust Co49,076$3.95M0.05%new13F-HR/ATimeline
Henderson Brothers Financial Partners, …45,038$3.63M1.72%-44,36913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,151$3.31M<0.01%+9,89913F-HR/ATimelineGroup
Premier Path Wealth Partners, LLC37,033$2.98M0.34%+5,27413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP36,435$2.93M0.03%+7,28913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS36,723$2.82M0.77%013F-HRTimeline
Chicago Partners Investment Group LLC30,248$2.44M0.05%+1,07113F-HRTimeline
Haven Private, LLC26,120$2.1M0.8%+3,61113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,400$1.8M<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC21,185$1.71M0.12%+7,70113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,862$1.53M+10,842Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,255$1.47M<0.01%+2,01513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,725$1.43M0.01%+15,78613F-HRTimeline
WORLD EQUITY GROUP, INC.17,278$1.39M0.31%new13F-HRTimeline
Atria Investments, Inc17,288$1.39M0.01%new13F-HRTimeline
Herold Advisors, Inc.17,046$1.37M0.27%+2,46513F-HRTimeline
Nvest Wealth Strategies, Inc.15,178$1.22M0.77%+31713F-HRTimeline
Networth Advisors, LLC14,105$1.14M0.66%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,896$1.04M<0.01%+1,19313F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC11,972$964K0.18%-1013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,356$915K0.02%-3513F-HRTimelineGroup
Global Retirement Partners, LLC10,677$860K0.01%13F-HRTimeline
SEEDS INVESTOR LLC9,980$804K0.08%+2,81613F-HRTimeline
Wedmont Private Capital9,630$776K0.02%+41513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,243$744K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC9,102$733K<0.01%+59313F-HRTimeline
Waverly Advisors, LLC7,746$624K<0.01%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,921$557K0.21%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,886$555K0.03%013F-HRTimeline
ProCore Advisors, LLC6,821$549K0.68%+56013F-HRTimeline
Plancorp, LLC6,730$543K0.01%013F-HRTimeline
Signature Resources Capital Management,…6,613$533K0.21%+40413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,408$516K<0.01%+70813F-HRTimelineGroup
Savant Capital, LLC6,359$512K<0.01%013F-HRTimeline
MAI Capital Management6,013$484K<0.01%+5,04913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,651$455K0.03%+2,90013F-HRTimeline
Gladstone Institutional Advisory LLC5,185$418K0.01%-2713F-HRTimeline
LexAurum Advisors, LLC4,991$402K0.05%-1913F-HRTimeline
NWAM LLC4,516$364K0.02%new13F-HRTimeline
Stegent Equity Advisors, Inc.4,220$340K0.24%-3613F-HRTimeline
Cambridge Investment Research Advisors,…3,968$320K<0.01%new13F-HR/ATimeline
Private Advisor Group, LLC3,813$307K<0.01%-85713F-HRTimeline
J. M. Brown & Associates Inc.3,723$300K0.17%13F-HRTimeline
Paragon Advisors, LLC3,716$299K0.06%013F-HRTimeline
Bedel Financial Consulting, Inc.3,512$283K0.03%new13F-HRTimeline
PFG Advisors3,392$273K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,904$234K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,820$227K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.803$64.7K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA750$60.4K<0.01%013F-HRTimeline
Rossby Financial, LCC642$51.7K0.01%+6813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…637$51.3K<0.01%+213F-HRTimelineGroup
IFP Advisors, Inc619$49.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC529$42.6K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS417$33.6K<0.01%new13F-HRTimeline
CX Institutional408$33K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…296$23.8K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.160$12.9K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147$12K<0.01%+2713F-HRTimelineGroup
Acumen Wealth Advisors, LLC100$8.05K<0.01%new13F-HRTimeline
Allworth Financial LP50$4.03K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30$2.42K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC10$813<0.01%013F-HRTimeline
Geneos Wealth Management Inc.10$805<0.01%-713F-HRTimeline