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Disclosery

AVMV AMERICAN CENTY ETF TR

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AVAN US VALU ETF (fund)

78 managers (78 13F filers) reported a position in AVMV shares at 2026-03-31, 5,829,113 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
78
13F filers
78
New
15
Added
41
Reduced
8
Sold out
3
Shares held by filers
5,829,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Evensky & Katz LLC736,997$54.7M3.11%+11,52813F-HRTimeline
ENZI WEALTH677,009$50.2M17.44%+44,12313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC444,730$33M3.55%+74013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC439,758$32.6M0.02%+84,58313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV407,811$30.2M4.02%+125,06513F-HRTimeline
Three Arch Wealth Management LLC383,511$28.4M5.12%+11,72913F-HRTimeline
Falcon Wealth Planning318,355$23.6M1.61%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230,773$17.1M0.01%+8,91613F-HRTimelineGroup
Family Investment Center, Inc.160,917$11.9M2.3%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC147,447$11.2M1.72%+16,21213F-HRTimeline
Prosperity Planning, Inc.145,718$10.8M2.74%+13,03113F-HRTimeline
WMG Financial Advisors, LLC138,490$10.3M4.29%+57913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK123,615$9.17M0.04%new13F-HRTimelineGroup
IHT Wealth Management, LLC119,197$8.84M0.21%new13F-HRTimeline
LPL Financial LLC118,918$8.82M<0.01%+23,48813F-HRTimeline
B&D White Capital Company, LLC110,488$8.2M1.01%+88,93313F-HRTimeline
Rialto Wealth Management, LLC98,654$7.32M1.64%+25,65813F-HRTimeline
Quadcap Wealth Management, LLC98,653$7.32M0.83%+4,93413F-HRTimeline
Team Financial Group, LLC91,574$6.79M3.08%+2,01813F-HRTimeline
Henderson Brothers Financial Partners, …89,407$6.63M1.68%13F-HRTimeline
Maridea Wealth Management LLC81,119$6.02M0.88%+14,67013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71,660$5.32M<0.01%+27,21013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP61,412$4.56M0.01%+30,54913F-HRTimelineGroup
Farther Finance Advisors, LLC55,073$4.09M0.04%+87613F-HRTimeline
Triangle Securities Wealth Management47,262$3.51M0.8%+19,67013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST NATIONAL BANK SIOUX FALLS36,723$2.82M0.77%+6,42713F-HRTimeline
Premier Path Wealth Partners, LLC31,759$2.36M0.31%-4,88913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,252$2.32M<0.01%+17,67213F-HRTimelineGroup
Chicago Partners Investment Group LLC29,177$2.28M0.05%+2,41513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,146$2.16M0.03%+10,09313F-HRTimeline
Haven Private, LLC22,509$1.67M0.73%+41913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,304$1.28M<0.01%+5,10213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,240$1.2M<0.01%-2,85413F-HRTimelineGroup
Allegheny Financial Group15,938$1.18M0.16%new13F-HRTimeline
Nvest Wealth Strategies, Inc.14,861$1.1M0.78%+30113F-HRTimeline
Herold Advisors, Inc.14,581$1.08M0.24%+1,90113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,484$1M0.1%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC11,982$889K0.18%-4813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,703$868K<0.01%+2,28113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC11,391$845K0.02%+7,27613F-HRTimelineGroup
Wedmont Private Capital9,215$701K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC8,509$631K<0.01%+85913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,020$623K0.01%new13F-HRTimelineGroup
SEEDS INVESTOR LLC7,164$549K0.07%+2,02513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,921$513K0.21%+10513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,886$511K0.03%new13F-HRTimeline
Plancorp, LLC6,730$510K0.01%+42013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,359$472K<0.01%013F-HRTimelineGroup
ProCore Advisors, LLC6,261$464K0.71%-20413F-HRTimeline
Signature Resources Capital Management,…6,209$461K0.22%-43513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,700$406K<0.01%+1,00713F-HRTimelineGroup
Gladstone Institutional Advisory LLC5,212$387K0.01%+1,27813F-HRTimeline
LexAurum Advisors, LLC5,010$372K0.05%13F-HRTimeline
Private Advisor Group, LLC4,670$346K<0.01%-36613F-HRTimeline
Stegent Equity Advisors, Inc.4,256$316K0.27%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,003$297K<0.01%new13F-HRTimelineGroup
Paragon Advisors, LLC3,716$276K0.07%013F-HRTimeline
PFG Advisors3,392$252K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,751$204K0.02%+1,55113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,062$150K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,939$144K<0.01%+25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,717$127K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management964$71.5K<0.01%+67013F-HRTimeline
FAS Wealth Partners, Inc.800$59.4K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA750$55.6K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…635$47.1K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc619$45.9K<0.01%-1113F-HRTimeline
Rossby Financial, LCC574$42.6K0.01%+46613F-HRTimeline
Medallion Wealth Advisors, LLC529$39.2K0.01%013F-HRTimeline
McIlrath & Eck, LLC423$31.4K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.160$11.9K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA120$9K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC110$8.16K<0.01%-4,34613F-HRTimeline
Allworth Financial LP50$3.71K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30$2.23K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22$1.63K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.17$1.26K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC10$746<0.01%013F-HR/ATimeline