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AVTM AMERICAN CENTY ETF TR

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AVAN TOTA EQ ETF (fund)

25 managers (25 13F filers) reported a position in AVTM shares at 2026-06-30, 7,675,284 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
8
Added
0
Reduced
5
Sold out
1
Shares held by filers
7,675,284

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cresset Asset Management, LLC1,563,262$85.1M0.31%013F-HRTimeline
Torren Management, LLC1,240,351$67.5M34.33%013F-HRTimeline
Fortitude Family Office, LLC710,489$38.7M7.54%013F-HRTimeline
MAI Capital Management624,484$34M0.13%new13F-HRTimeline
Global Strategic Investment Solutions, …500,857$27.3M2.44%-1513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT484,908$26.4M2.64%new13F-HRTimeline
Tarbox Family Office, Inc.395,590$21.5M3.08%-1,87613F-HRTimeline
Relyea Zuckerberg Hanson LLC371,216$20.2M1.68%013F-HR/ATimeline
Sanctuary Advisors, LLC282,376$15.4M0.07%013F-HRTimeline
SJS Investment Consulting Inc.205,237$11.2M1.22%013F-HRTimeline
Bridgewater Advisors Inc.192,733$10.5M0.57%013F-HRTimeline
Mason Investment Advisory Services, Inc.192,119$10.5M0.4%-12,63913F-HRTimeline
ANDERSON HOAGLAND & CO162,708$8.86M0.69%013F-HRTimeline
Ridgeline Wealth, LLC128,110$6.97M4.08%new13F-HRTimeline
Tortoise Investment Management, LLC123,076$6.7M0.5%-2,40013F-HRTimeline
HighTower Advisors, LLC118,996$6.48M0.01%013F-HRTimeline
RVW Wealth, LLC111,410$6.07M0.4%013F-HRTimeline
IEQ CAPITAL, LLC111,192$6.05M0.03%013F-HRTimeline
Foster Group, Inc.100,870$5.49M0.15%new13F-HRTimeline
BCR Wealth Strategies, LLC26,974$1.47M0.41%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,395$729K<0.01%-4,50613F-HRTimelineGroup
Plancorp, LLC8,943$483K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,932$323K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC35$1.91K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21$1.14K<0.01%new13F-HRTimelineGroup