Skip to content
Disclosery

AVMV AMERICAN CENTY ETF TR

Follow

AVAN US VALU ETF (fund)

67 managers (67 13F filers) reported a position in AVMV shares at 2025-12-31, 4,447,696 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
67
13F filers
67
New
16
Added
30
Reduced
11
Sold out
5
Shares held by filers
4,447,696

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Evensky & Katz LLC725,469$51.7M2.91%+28,62613F-HRTimeline
ENZI WEALTH632,886$47.2M16.63%+492,31113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC443,990$31.6M3.57%+9,95813F-HRTimeline
Three Arch Wealth Management LLC371,782$26.5M4.96%13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC355,175$25.3M0.01%+48,69013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV282,746$20.1M3.14%+114,43313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…221,857$15.8M0.01%+3,83013F-HR/ATimelineGroup
WMG Financial Advisors, LLC137,911$9.82M4.04%+15213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC131,235$9.49M1.5%+14,94213F-HRTimeline
Prosperity Planning, Inc.132,687$9.45M2.47%+10,15713F-HRTimeline
LPL Financial LLC95,430$6.79M<0.01%-7,95613F-HRTimeline
Quadcap Wealth Management, LLC93,719$6.66M0.76%+5,59313F-HRTimeline
Team Financial Group, LLC89,556$6.38M2.89%+3,48813F-HRTimeline
FineMark National Bank & Trust81,937$5.83M0.18%+69,30413F-HRTimeline
Rialto Wealth Management, LLC72,996$5.2M1.24%+10,06713F-HRTimeline
Maridea Wealth Management LLC66,449$4.73M0.71%+17,86813F-HRTimeline
Farther Finance Advisors, LLC54,197$3.86M0.04%+7,07313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,450$3.16M<0.01%+15,02113F-HRTimelineGroup
Premier Path Wealth Partners, LLC36,648$2.61M0.34%-2,12213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,863$2.2M<0.01%+14,73213F-HR/ATimelineGroup
FIRST NATIONAL BANK SIOUX FALLS30,296$2.16M0.65%+2,81013F-HRTimeline
Chicago Partners Investment Group LLC26,762$1.99M0.05%+1,76413F-HRTimeline
Triangle Securities Wealth Management27,592$1.96M0.41%+20,53313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Haven Private, LLC22,090$1.57M0.69%+50613F-HRTimeline
B&D White Capital Company, LLC21,555$1.53M0.18%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,094$1.36M<0.01%-19,23013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP19,053$1.36M0.02%+4,94913F-HRTimeline
Nvest Wealth Strategies, Inc.14,560$1.04M0.77%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,580$967K<0.01%-4,43013F-HRTimelineGroup
Herold Advisors, Inc.12,680$903K0.2%-23213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,202$869K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC12,030$857K0.18%-1813F-HRTimeline
Wedmont Private Capital9,215$673K0.02%+3113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,422$671K<0.01%+94313F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,650$545K<0.01%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,816$485K0.2%new13F-HRTimeline
Signature Resources Capital Management,…6,644$473K0.24%-57413F-HRTimeline
ProCore Advisors, LLC6,465$460K0.47%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,359$453K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,323$450K<0.01%new13F-HRTimelineGroup
Plancorp, LLC6,310$449K0.01%+50013F-HRTimeline
Global Retirement Partners, LLC5,977$426K0.01%+60413F-HRTimeline
SEEDS INVESTOR LLC5,139$366K0.07%-2,39813F-HRTimeline
Private Advisor Group, LLC5,036$359K<0.01%-27013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,693$334K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC4,456$317K<0.01%-1,94913F-HRTimeline
Stegent Equity Advisors, Inc.4,256$303K0.24%-2,59513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,115$293K0.01%new13F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC3,934$280K0.01%new13F-HRTimeline
Paragon Advisors, LLC3,716$265K0.07%+59613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,689$120K<0.01%+37813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$85.4K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.798$56.8K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA750$53.4K<0.01%013F-HRTimeline
IFP Advisors, Inc630$44.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC586$41.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC529$37.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC423$30.1K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS414$29.5K0.01%new13F-HRTimeline
MAI Capital Management294$20.9K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.160$11.4K0.01%new13F-HRTimeline
Rossby Financial, LCC108$7.69K<0.01%+3913F-HRTimeline
Allworth Financial LP50$3.56K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30$2.14K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22$1.57K<0.01%new13F-HR/ATimelineGroup
Lodestone Wealth Management LLC10$714<0.01%new13F-HRTimeline
New Millennium Group LLC0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.