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Disclosery

AVMV AMERICAN CENTY ETF TR

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AVAN US VALU ETF (fund)

47 managers (47 13F filers) reported a position in AVMV shares at 2025-06-30, 2,479,159 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
26
Reduced
6
Sold out
8
Shares held by filers
2,479,159

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC501,567$32.8M2%+397,93613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC429,561$28.1M3.55%+35,91613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC284,917$18.6M0.01%+9,22013F-HRTimelineGroup
ENZI WEALTH138,675$9.29M3.4%+1,10113F-HRTimeline
WMG Financial Advisors, LLC139,326$9.11M3.37%+6,60513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV122,162$7.99M1.74%+45,66113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC110,242$7.38M1.32%+9,95113F-HRTimeline
Prosperity Planning, Inc.109,373$7.15M2.06%+18,67213F-HRTimeline
LPL Financial LLC99,934$6.53M<0.01%-26613F-HRTimeline
Team Financial Group, LLC84,211$5.51M2.71%+9,24113F-HRTimeline
Quadcap Wealth Management, LLC83,553$5.46M0.69%+7,97913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,168$2.56M<0.01%+4,64413F-HR/ATimelineGroup
Premier Path Wealth Partners, LLC36,235$2.37M0.33%+71913F-HRTimeline
Farther Finance Advisors, LLC30,272$1.98M0.04%+6,53513F-HRTimeline
Chicago Partners Investment Group LLC23,046$1.56M0.05%+2,39913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS22,934$1.5M0.55%+3,36613F-HRTimeline
Rialto Wealth Management, LLC22,043$1.44M0.4%+5,51713F-HRTimeline
Haven Private, LLC20,265$1.32M0.59%-5,70413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,499$1.01M<0.01%+9,58913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,863$906K<0.01%+4,07613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,854$906K<0.01%+2,82113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,220$864K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP11,192$732K<0.01%new13F-HR/ATimelineGroup
Legacy Capital Wealth Partners, LLC10,543$689K0.16%-11513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,319$675K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,921$649K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital9,161$612K0.03%+1,81913F-HRTimeline
SEEDS INVESTOR LLC8,047$526K0.12%new13F-HRTimeline
Signature Resources Capital Management,…7,533$493K0.3%+7013F-HRTimeline
Stegent Equity Advisors, Inc.6,933$453K0.4%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,789$444K<0.01%+1,16013F-HRTimelineGroup
Herold Advisors, Inc.6,712$439K0.09%-4,66913F-HRTimeline
Advisory Services Network, LLC6,085$404K0.01%+34013F-HRTimeline
Triangle Securities Wealth Management6,109$399K0.1%+2,15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plancorp, LLC5,810$380K0.01%+1,06013F-HRTimeline
LexAurum Advisors, LLC5,622$368K0.06%-5213F-HRTimeline
Financial Partners Group, Inc4,813$315K0.04%013F-HRTimeline
Global Retirement Partners, LLC3,329$218K0.01%13F-HRTimeline
Paragon Advisors, LLC3,120$204K0.05%new13F-HRTimeline
FAS Wealth Partners, Inc.794$51.9K<0.01%+55413F-HRTimeline
PRIVATE TRUST CO NA750$49K<0.01%new13F-HRTimeline
IFP Advisors, Inc646$42.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC529$35.1K0.01%new13F-HRTimeline
McIlrath & Eck, LLC423$27.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59$3.86K<0.01%-15813F-HRTimeline
New Millennium Group LLC0$31<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.