Home › AVNM

Who holds AVNM

AMERICAN CENTY ETF TR · 56 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Merit Financial Group, LLC2.2M$177.6M1.1%
COMMONWEALTH EQUITY SERVICES, LLC822.6K$67.8M0.1%
Geometric Wealth Advisors736.8K$60.7M6.6%
BWM Planning, LLC406.5K$33.5M7.8%
Wealth Management Partners, LLC384.2K$31.6M7.4%
Duncan Williams Asset Management, LLC361.2K$29.8M6.7%
LPL Financial LLC224.4K$18.5M0.0%
Acumen Wealth Advisors, LLC197.1K$16.2M3.4%
TRUIST FINANCIAL CORP192.4K$15.9M0.0%
ENVESTNET ASSET MANAGEMENT INC160.5K$13.2M0.0%
Cerity Partners LLC156.8K$12.9M0.0%
HOWARD BAILEY SECURITIES, LLC154.3K$12.7M4.8%
Peak Asset Management, LLC129.9K$10.7M1.6%
THOROUGHBRED FINANCIAL SERVICES, LLC135.8K$6.9M0.3%
OSAIC HOLDINGS, INC.69.6K$5.7M0.0%
TrustWell Financial Advisors, LLC66.7K$5.5M4.7%
AQR CAPITAL MANAGEMENT LLC64.2K$5.3M0.0%
B&D White Capital Company, LLC52.0K$4.3M0.4%
Ausdal Financial Partners, Inc.46.8K$3.9M0.2%
KESTRA PRIVATE WEALTH SERVICES, LLC33.3K$2.7M0.0%
Equitable Holdings, Inc.25.5K$2.1M0.0%
Waterfront Wealth Inc.24.7K$2.0M0.3%
Altus Wealth Group LLC20.0K$1.7M0.6%
Oak Wealth Advisors LLC19.2K$1.6M0.8%
CAPTRUST FINANCIAL ADVISORS17.2K$1.4M0.0%
Strathmore Capital Advisors, Inc.16.5K$1.4M0.4%
N.E.W. Advisory Services LLC12.6K$1.0M0.1%
ROYAL BANK OF CANADA12.4K$1.0M0.0%
AE Wealth Management LLC11.6K$954,2960.0%
Orcam Financial Group9.0K$742,2610.4%
Cloud Capital Management, LLC8.1K$669,0000.2%
Hutchens & Kramer Investment Management Group, LLC7.7K$635,7260.2%
Savant Capital, LLC7.7K$631,5260.0%
FMB WEALTH MANAGEMENT7.0K$573,9410.2%
GWN SECURITIES INC.6.4K$527,2310.1%
Farther Finance Advisors, LLC6.2K$509,2880.0%
Capital Investment Advisors, LLC5.9K$482,5920.0%
BIP Wealth, LLC4.5K$369,9690.0%
JANE STREET GROUP, LLC4.5K$369,3100.0%
Allworth Financial LP4.4K$365,4190.0%
XY Planning Network, Inc.3.9K$323,5890.0%
SFG Wealth Management, LLC.3.9K$322,2700.1%
Focus Partners Wealth3.8K$309,3370.0%
Global Retirement Partners, LLC3.6K$295,9820.0%
EHRLICH FINANCIAL GROUP2.8K$234,6180.1%
Frankly Finances, LLC2.7K$225,8860.2%
Orion Capital Management LLC523$43,0850.0%
UBS Group AG390$32,1280.0%
Blue Trust, Inc.218$17,9590.0%
HARBOUR INVESTMENTS, INC.198$16,3110.0%
FIFTH THIRD BANCORP173$14,2520.0%
MORGAN STANLEY110$9,0620.0%
New England Capital Financial Advisors LLC97$7,9910.0%
NewEdge Advisors, LLC49$4,0370.0%
ASSETMARK, INC16$1,3180.0%
ROTHSCHILD INVESTMENT LLC15$1,2280.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}