Skip to content

AVMV AMERICAN CENTY ETF TR

Follow

AVAN US VALU ETF (fund)

28 managers (28 13F filers) reported a position in AVMV shares at 2024-12-31, 1,286,791 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
7
Added
12
Reduced
3
Sold out
2
Shares held by filers
1,286,791

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Moisand Fitzgerald Tamayo, LLC386,671$25.2M3.57%-5,35813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC239,831$15.7M0.01%+33,95013F-HRTimelineGroup
ENZI WEALTH126,001$8.72M3.32%+15,88013F-HRTimeline
WMG Financial Advisors, LLC115,887$7.57M3.26%+11,48813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC73,221$4.83M1%+20,77313F-HRTimeline
Prosperity Planning, Inc.69,213$4.52M1.45%+21,19613F-HRTimeline
LPL Financial LLC60,407$3.94M<0.01%new13F-HRTimeline
Team Financial Group, LLC44,781$2.92M1.68%+30,85013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV36,860$2.41M0.71%+25,46013F-HRTimeline
Premier Path Wealth Partners, LLC34,211$2.23M0.34%+1,42313F-HRTimeline
Haven Private, LLC23,466$1.53M0.86%13F-HRTimeline
Chicago Partners Investment Group LLC18,523$1.23M0.04%+2,31413F-HRTimeline
Farther Finance Advisors, LLC12,620$824K0.03%+11,07013F-HRTimeline
Herold Advisors, Inc.10,975$716K0.16%+80513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,458$422K<0.01%-7,43413F-HRTimelineGroup
LexAurum Advisors, LLC5,954$389K0.08%-85213F-HRTimeline
Plancorp, LLC4,750$310K0.01%013F-HRTimeline
Evensky & Katz LLC4,078$266K0.02%new13F-HRTimeline
Rialto Wealth Management, LLC3,808$249K0.08%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,662$239K<0.01%new13F-HRTimelineGroup
Paragon Advisors, LLC3,120$204K0.07%new13F-HRTimeline
Signature Resources Capital Management,…893$58.3K0.05%new13F-HRTimeline
IFP Advisors, Inc646$42.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC423$27.6K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.239$15.6K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50$3.26K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43$2.81K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.