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Disclosery

AVMV AMERICAN CENTY ETF TR

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AVAN US VALU ETF (fund)

44 managers (44 13F filers) reported a position in AVMV shares at 2025-03-31, 1,883,781 shares in all. 16 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
16
Added
21
Reduced
1
Sold out
2
Shares held by filers
1,883,781

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moisand Fitzgerald Tamayo, LLC393,645$24.2M3.35%+6,97413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC275,697$16.9M0.01%+35,86613F-HRTimelineGroup
WMG Financial Advisors, LLC132,721$8.15M3.47%+16,83413F-HRTimeline
ENZI WEALTH137,574$8.15M3.3%+11,57313F-HRTimeline
Evensky & Katz LLC103,631$6.37M0.43%+99,55313F-HRTimeline
LPL Financial LLC100,200$6.16M<0.01%+39,79313F-HRTimeline
Prosperity Planning, Inc.90,701$5.57M1.74%+21,48813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC100,291$5.49M1.24%+27,07013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV76,501$4.7M1.26%+39,64113F-HRTimeline
Quadcap Wealth Management, LLC75,574$4.64M0.67%new13F-HRTimeline
Team Financial Group, LLC74,970$4.61M2.66%+30,18913F-HRTimeline
Premier Path Wealth Partners, LLC35,516$2.18M0.34%+1,30513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,524$2.12M<0.01%+34,47413F-HRTimelineGroup
Brookwood Investment Group LLC26,327$1.62M0.28%13F-HRTimeline
Haven Private, LLC25,969$1.6M0.9%+2,50313F-HRTimeline
Farther Finance Advisors, LLC23,737$1.46M0.04%+11,11713F-HRTimeline
Chicago Partners Investment Group LLC20,647$1.25M0.04%+2,12413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS19,568$1.2M0.49%new13F-HRTimeline
Rialto Wealth Management, LLC16,526$1.02M0.32%+12,71813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,587$896K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.11,381$699K0.15%+40613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,033$678K<0.01%new13F-HR/ATimelineGroup
Legacy Capital Wealth Partners, LLC10,658$655K0.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,787$601K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…7,463$459K0.39%+6,57013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,990$429K0.3%new13F-HRTimeline
Wedmont Private Capital7,342$417K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,910$363K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,745$353K0.01%new13F-HRTimeline
LexAurum Advisors, LLC5,674$349K0.07%-28013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,629$346K<0.01%+1,96713F-HRTimelineGroup
Financial Partners Group, Inc4,813$296K0.05%new13F-HRTimeline
Plancorp, LLC4,750$292K0.01%013F-HRTimeline
Triangle Securities Wealth Management3,950$243K0.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Group, LLC792$48.7K0.01%new13F-HRTimeline
IFP Advisors, Inc646$39.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY561$34.5K<0.01%new13F-HRTimelineGroup
Cloud Capital Management, LLC432$26K0.02%13F-HRTimeline
McIlrath & Eck, LLC423$26K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG321$19.7K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.240$14.8K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC217$13.3K<0.01%+17413F-HRTimeline
SIMPLEX TRADING, LLC118$7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.