MERCER GLOBAL ADVISORS INC /ADV AVEM — AMERICAN CENTY ETF TR

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  18 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported AMERICAN CENTY ETF TR (AVEM) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.24% in 2025 Q2. The latest visible filing shows AVEM at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVEM was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVEM stock page MERCER GLOBAL ADVISORS INC /ADV fund profile MERCER GLOBAL ADVISORS INC /ADV full holdings
How MERCER GLOBAL ADVISORS INC /ADV held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,889,366 +261,955 +2.7% 1.18% $796.9M 2026-05-15 $91.88
2025 Q4 ADDED — — — 9,627,411 +418,018 +4.5% 1.13% $741.5M 2026-02-18 $86.42
2025 Q3 ADDED — — — 9,209,393 +304,731 +3.4% 1.15% $691.7M 2025-11-14 (Est.) $76.34
2025 Q2 ADDED — — — 8,904,662 +12,816 +0.1% 1.24% $610.3M 2025-08-14 $69.90
2025 Q1 ADDED — — — 8,891,846 +863,839 +10.8% 1.23% $535.0M 2025-05-15 $62.82
2024 Q4 ADDED — — — 8,028,007 +1,956,276 +32.2% 1.15% $472.0M 2025-02-14 $59.54
2023 Q4 ADDED — — — 6,071,731 +558,038 +10.1% 1.03% $342.4M 2024-02-15 $53.22
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVEM

As of 2026 Q1 — sorted by position size

Buttonwood Financial Group, LLC 3Y 12.35% Oak Root LLC 10.57% ACT Advisors, LLC. 3Y 10.55% Morton Brown Family Wealth, LLC 3Y 9.91% Strategic Financial Planning, Inc. 3Y 9.39% Armstrong, Fleming & Moore, Inc 9.0% WJ Interests, LLC 3Y 7.99% Invariant Investment Management 7.82% Savant Capital, LLC 3Y 7Y 7.33% JRM Investment Counsel, LLC 3Y 7Y 7.23%

FAQ About MERCER GLOBAL ADVISORS INC /ADV and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning AVEM?

MERCER GLOBAL ADVISORS INC /ADV reported AVEM across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVEM position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for AVEM was 1.24% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when MERCER GLOBAL ADVISORS INC /ADV reported 9,889,366 shares, equal to 1.18% of portfolio, with an estimated market value of $796.9M.

What does the chart on this AVEM ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MERCER GLOBAL ADVISORS INC /ADV time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, MERCER GLOBAL ADVISORS INC /ADV correctly timed 12 out of 17 reported position changes (71%). The annualised alpha on AVEM relative to SPY over the holding period was -2.5%.

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