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AVTM AMERICAN CENTY ETF TR

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AVAN TOTA EQ ETF (fund)

18 managers (18 13F filers) reported a position in AVTM shares at 2026-03-31, 6,967,901 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
6,967,901

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
Cresset Asset Management, LLC1,563,262$73.5M0.32%new13F-HRTimeline
Torren Management, LLC1,240,351$58.3M29.03%new13F-HRTimeline
Fortitude Family Office, LLC710,489$33.4M7.5%new13F-HRTimeline
EVOKE WEALTH, LLC624,484$29.4M0.54%new13F-HRTimeline
Global Strategic Investment Solutions, …500,872$23.5M2.32%new13F-HRTimeline
Tarbox Family Office, Inc.397,466$18.7M3.03%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC371,216$17.5M1.75%new13F-HRTimeline
Sanctuary Advisors, LLC282,376$13.3M0.07%new13F-HRTimeline
Bridgewater Advisors Inc.192,733$10.2M0.61%new13F-HRTimeline
SJS Investment Consulting Inc.205,237$9.65M1.18%new13F-HRTimeline
Mason Investment Advisory Services, Inc.204,758$9.63M0.44%new13F-HRTimeline
ANDERSON HOAGLAND & CO162,708$7.65M0.66%new13F-HRTimeline
Tortoise Investment Management, LLC125,476$5.9M0.49%new13F-HRTimeline
HighTower Advisors, LLC118,996$5.59M0.01%new13F-HRTimeline
RVW Wealth, LLC111,410$5.24M0.41%new13F-HRTimeline
IEQ CAPITAL, LLC111,192$5.23M0.02%new13F-HRTimeline
BCR Wealth Strategies, LLC26,974$1.27M0.4%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,901$842K<0.01%new13F-HRTimelineGroup