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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

717 managers (727 13F filers) reported a position in AVDE shares at 2026-06-30, 163,945,802 shares in all. 76 filers opened a position and 25 filers sold out during the quarter.

Managers
717
13F filers
727
New
76
Added
395
Reduced
166
Sold out
25
Shares held by filers
163,945,802

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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,831,440$788M0.16%+1,329,00613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC6,138,581$548M0.24%+1,111,27113F-HRTimelineGroup
LPL Financial LLC5,634,103$503M0.11%+1,363,36713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,369,195$479M0.8%+689,63713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,248,750$468M+329,336Timeline
MISSION WEALTH MANAGEMENT, LP5,149,175$459M5.72%+1,741,56313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,397,843$392M0.03%+394,41913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,388,303$391M0.02%+537,04213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,356,688$389M0.06%+3,550,98813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,148,065$370M0.2%+608,03713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,267,330$291M0.14%+171,16513F-HRTimelineGroup
Rockwood Wealth Management, LLC3,165,871$282M17.85%+157,75613F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,919,800$260M1.95%+9,94313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,886,060$257M0.04%+1,069,04813F-HRTimelineGroup
HighTower Advisors, LLC2,673,605$238M0.23%+46,75413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,271,682$203M0.28%-2,727,58113F-HR/ATimelineGroup
MASECO LLP2,008,367$179M5.04%+50,59613F-HRTimeline
Advance Capital Management, Inc.1,854,102$165M5.35%+121,60613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,755,170$157M0.04%+243,55913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,728,046$154M+138,925Timeline
HB Wealth Management, LLC1,693,261$151M0.85%+28,33413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,593,502$142M-68,781Timeline
Modern Wealth Management, LLC1,542,262$138M1.64%+733,23613F-HRTimeline
Annex Advisory Services, LLC1,504,548$134M2.29%-51,15713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,445,630$129M1.78%+30,84413F-HRTimelineGroup
Oak Root LLC1,427,068$127M14.05%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,330,021$119M+178,527Timeline
Waverly Advisors, LLC1,222,477$109M0.63%+357,99813F-HRTimeline
Financial Plan, Inc.1,209,058$108M10.23%+22,66713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,058,929$94.5M11.5%-27,56713F-HRTimeline
Parallel Advisors, LLC1,046,145$93.3M1.43%+120,91313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,030,458$91.9M4.09%+23,30913F-HRTimeline
First National Trust Co1,009,714$90.1M3.06%-7,41913F-HRTimeline
Diversified Portfolios, Inc.994,311$88.7M6.43%+61,61513F-HRTimeline
Beacon Pointe Advisors, LLC926,373$82.6M0.38%-7,99213F-HRTimeline
Werba Rubin Papier Wealth Management876,278$78.2M9.49%+41,21613F-HRTimeline
Plancorp, LLC862,580$77M1.88%-1,98513F-HRTimeline
&PARTNERS858,519$76.6M0.31%+64,51813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC846,764$75.5M0.09%-10,73413F-HRTimelineGroup
Apella Capital, LLC828,607$74.4M1.05%+71,35913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT809,847$72.2M12.45%+11,65913F-HRTimeline
Simplicity Wealth,LLC795,696$71M2.4%+147,87413F-HRTimeline
Cambridge Investment Research Advisors,…785,624$70.1M0.16%+205,44813F-HR/ATimeline
Savant Capital, LLC773,812$69M0.2%+53,28813F-HRTimeline
ATWOOD & PALMER INC771,462$68.8M3.67%+4,01013F-HRTimeline
JNBA Financial Advisors769,910$68.7M5.2%+61,69913F-HRTimeline
ESL Trust Services, LLC748,227$66.7M11.38%+12513F-HRTimeline
HUB Investment Partners, LLC736,719$65.7M1.21%+55,38613F-HRTimeline
Cresset Asset Management, LLC723,784$64.6M0.24%+46,67913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding715,476$63.8M+91,442Timeline
JSF Financial, LLC714,806$63.8M10.27%+43,07613F-HRTimeline
CGN Advisors LLC694,974$62M4.53%+77,78913F-HRTimeline
Creative Planningin group Creative Planning686,681$61.3M0.04%+69,10513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC644,212$57.5M0.07%-85,14413F-HRTimeline
Bridgewater Advisors Inc.607,391$55.6M3.03%+55,74513F-HRTimeline
BSW Wealth Partners599,240$53.5M5.94%-14,07013F-HRTimeline
McLean Asset Management Corp585,863$53.4M7.06%+41,64813F-HRTimeline
Versant Capital Management, Inc587,841$52.4M4.7%+2,70913F-HRTimeline
HARBOUR INVESTMENTS, INC.587,109$52.4M0.71%+43,58213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO555,377$49.4M<0.01%+130,69913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP554,433$49.1M0.02%+109,64013F-HRTimelineGroup
FOSTER & MOTLEY INC543,156$48.5M2.23%+144,48613F-HRTimeline
Foundations Investment Advisors, LLC529,917$47.3M0.49%+40,06313F-HRTimeline
Family Investment Center, Inc.512,323$45.7M7.59%+55,92113F-HRTimeline
EP Wealth Advisors, LLC504,383$45M0.17%+374,58413F-HRTimeline
Legacy Financial Strategies, LLC483,677$43.1M6.68%+13,53613F-HRTimeline
Zhang Financial LLC475,617$42.4M1.24%+23,28513F-HRTimeline
Prime Capital Investment Advisors, LLC464,198$41.4M0.4%+97,94313F-HRTimeline
Quantum Financial Advisors, LLC463,319$41.3M4.09%+6,43713F-HRTimeline
CVA Family Office, LLC457,745$40.8M3.7%+28,04813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…449,387$40.1M0.06%+13,69713F-HRTimelineGroup
HORAN Wealth, LLC426,053$38M4.75%+136,47913F-HR/ATimeline
Visionary Wealth Advisors420,371$37.5M1.48%+145,12313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA419,960$37.5M0.01%+75,92513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC415,767$37.1M0.23%+49,39413F-HRTimelineGroup
Pacific Life Fund Advisors LLC410,408$36.6M4.02%-11,33113F-HRTimeline
Highland Financial Advisors, LLC405,093$36.1M7.95%+161,37313F-HRTimeline
IAM Advisory, LLC398,427$35.5M6.92%-23613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV386,895$34.5M0.04%-5,50913F-HR/ATimeline
Perkins Coie Trust Co382,790$34.1M5.66%+379,10213F-HRTimeline
BCR Wealth Strategies, LLC381,816$34.1M9.57%+40,63013F-HRTimeline
Compass Ion Advisors, LLC370,077$33M2.85%+6,94813F-HRTimeline
Modera Wealth Management, LLC367,306$32.8M0.35%-10,31413F-HRTimeline
Financial Enhancement Group LLC356,732$31.8M3.8%+30,13113F-HRTimeline
Strategic Blueprint, LLC355,855$31.7M1.59%+3,69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.354,773$31.7M0.04%+99,75313F-HRTimelineGroup
WCG Wealth Advisors LLC353,800$31.6M0.75%+14,67013F-HRTimeline
Kelman-Lazarov, Inc.352,258$31.4M4.12%-2,17313F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV341,527$30.5M10.22%-1,76513F-HRTimeline
Symphony Financial, Ltd. Co.335,841$29.9M3.27%+29,96413F-HRTimeline
SC&H Financial Advisors, Inc.332,244$29.6M3.93%+1,53113F-HRTimeline
CARDIFF PARK ADVISORS, LLC330,466$29.5M2.29%+8,31113F-HRTimeline
Krilogy Financial LLC328,620$29.3M0.87%+7,02113F-HRTimeline
55 North Private Wealth, LLC326,631$29.1M5.73%+34,63913F-HRTimeline
ACT Advisors, LLC.324,608$29M9.63%+12,23613F-HRTimeline
Echo Wealth Management, LLC321,389$28.7M14.63%+25,16913F-HRTimeline
Yardley Wealth Management LLC319,168$28.5M12.93%+14,22413F-HRTimeline
B&D White Capital Company, LLC315,797$28.2M2.8%+8,18513F-HRTimeline
OneDigital Investment Advisors LLC314,914$28.1M0.24%+2,40013F-HRTimeline
HTG Investment Advisors, Inc.306,872$27.4M7.02%+21,21613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC298,688$26.6M11.1%+29,88913F-HRTimeline
Oak Wealth Advisors LLC298,639$26.6M12.78%+2,73313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…298,615$26.6M7.94%+54813F-HRTimeline
IAG Wealth Partners, LLC296,039$26.4M2.61%+40,29713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC295,581$26.4M6.28%+32,91713F-HRTimeline
Tarbox Family Office, Inc.295,495$26.4M3.78%-28813F-HRTimeline
CENTRAL TRUST Co294,699$26.3M0.48%+44,25113F-HRTimeline
RVW Wealth, LLC292,799$26.1M1.72%+1,62713F-HRTimeline
Bluespring Wealth Management, LLC292,710$26.1M0.5%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.288,960$25.8M0.04%+21,41213F-HRTimelineGroup
Copper Harbor Investment Advisors, LLC288,147$25.7M5.44%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS284,980$25.7M7.03%013F-HRTimeline
BWM Planning, LLC287,431$25.6M5.95%+2,84013F-HRTimeline
MAI Capital Management282,879$25.2M0.1%+105,77013F-HRTimeline
Elyxium Wealth, LLC281,339$25.1M2.64%+172,24813F-HRTimeline
Private Advisor Group, LLC278,559$24.8M0.11%-45,79613F-HRTimeline
Allworth Financial LP276,538$24.7M0.1%+74,72413F-HRTimeline
Wilkerson Advisory Group LLC274,672$24.5M7.52%+6,74813F-HRTimeline
Mason & Associates Inc272,600$24.3M3.93%+1,41213F-HRTimeline
Caliber Wealth Management, LLC / KS272,559$24.3M2.35%+2,65213F-HRTimeline
Cannon Financial Strategists, Inc.269,845$24.1M2.74%+7,68813F-HRTimeline
Pearl Planning LLC261,773$23.4M10.74%+30,65713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC261,549$23.3M3.71%+13,32713F-HRTimeline
MML INVESTORS SERVICES, LLC261,261$23.3M0.05%+55,20013F-HRTimeline
Freedom Financial Partners LLC260,413$23.2M7.57%+1,01013F-HRTimeline
JRM Investment Counsel, LLC260,135$23.2M5.61%+3,84413F-HRTimeline
Axiom Financial Strategies, LLC250,119$22.3M6.99%+8,14213F-HRTimeline
Trellis Wealth Advisors LLC250,006$22.3M7.66%+2,01513F-HRTimeline
Indivisible Partners247,271$22.1M1.25%+67,54713F-HRTimeline
Torren Management, LLC240,973$21.5M10.93%-14,58213F-HRTimeline
NewEdge Advisors, LLC240,553$21.5M0.06%+29,32813F-HRTimeline
Vestmark Advisory Solutions, Inc.236,996$21.1M0.2%+98,16513F-HRTimeline
BCWM, LLC236,843$21.1M6.18%-11,99213F-HRTimeline
Lifestyle Asset Management, Inc.236,820$21.1M5.68%+150,49913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…231,308$20.6M0.7%-46,06813F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.231,296$20.6M5.03%-3,34913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.230,952$20.6M0.79%+13,08213F-HRTimelineGroup
Burton Enright Welch220,226$19.6M2.31%-3,93513F-HRTimeline
Disciplina Capital Management LLC211,545$18.9M1.95%-21,28913F-HRTimeline
Independence Bank of Kentucky208,983$18.6M2.1%+27,29213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC208,056$18.6M0.59%-7,07613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS207,668$18.5M1.88%+126,43113F-HRTimeline
Hennion & Walsh Asset Management, Inc.203,767$18.2M0.52%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.201,273$18M0.18%+3,87713F-HRTimelineGroup
WMG Financial Advisors, LLC200,299$17.9M6.73%+3,98913F-HRTimeline
Broadway Wealth Solutions, Inc.199,247$17.8M8.3%+6,82113F-HRTimeline
World Investment Advisors208,978$17.7M0.29%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC194,650$17.4M2.19%+26,03313F-HRTimeline
Summit Financial, LLC194,245$17.3M0.19%-16,14613F-HRTimeline
Signature Resources Capital Management,…193,179$17.2M6.79%+14,27713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC186,730$16.7M6.64%+12,21813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…186,102$16.6M0.19%-1,43413F-HRTimelineGroup
FAS Wealth Partners, Inc.186,014$16.6M0.86%+9,35413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC185,862$16.6M4.25%-5,13213F-HRTimeline
Canvas Wealth Advisors, LLC185,740$16.6M2.31%+8,07313F-HRTimeline
Meridian Wealth Advisors, LLC182,184$16.3M1.85%+19,37313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC180,570$16.1M4.83%+8,49813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…176,772$15.8M0.13%+9,47113F-HRTimelineGroup
Align Financial, LLC175,070$15.6M7.75%+4,87313F-HRTimeline
Clarion Wealth Managment Partners, LLC174,309$15.5M12.55%+30,36313F-HRTimeline
AWM CAPITAL, LLC172,857$15.4M1.23%-7,40013F-HRTimeline
Quantinno Capital Management LP172,821$15.4M0.02%+61,92013F-HRTimeline
Passive Capital Management, LLC.186,437$15.3M4.8%+73013F-HRTimeline
Marietta Wealth Management, LLC170,179$15.2M1.56%+5,49813F-HRTimeline
Henderson Brothers Financial Partners, …169,952$15.2M7.18%-157,56813F-HRTimeline
TCI Wealth Advisors, Inc.169,275$15.1M0.65%+8,75013F-HRTimeline
Activest Wealth Management165,184$14.7M2.85%+13,14213F-HRTimeline
CURIO WEALTH, LLC163,921$14.6M4.54%-3,58213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.160,596$14.3M0.13%new13F-HRTimelineGroup
FSA Investment Group, LLC158,557$14.1M4.59%+58,81513F-HRTimeline
ARQ WEALTH ADVISORS, LLC145,160$13.1M1.63%+19,82513F-HRTimeline
Advisory Resource Group146,247$13M1.96%-59113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC145,448$13M<0.01%+9,57713F-HRTimelineGroup
Milestone Investment Advisors LLC144,897$12.9M2.79%+3,38813F-HRTimeline
Lutz Financial Services LLC144,861$12.9M0.79%-2,82413F-HRTimeline
Financial Symmetry Inc143,387$12.8M4.27%-4,45913F-HRTimeline
Farther Finance Advisors, LLC139,685$12.5M0.1%+10,69013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/135,655$12.1M<0.01%+8,79113F-HRTimelineGroup
Mason & Associates, LLC135,191$12.1M2.51%+3,63413F-HRTimeline
GeoWealth Management, LLC135,085$12M0.38%+3,52513F-HRTimeline
Hill Investment Group Partners, LLC134,380$12M1.22%-2,14813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.132,413$11.8M4.57%new13F-HRTimeline
Heritage Family Offices, LLP132,413$11.8M4.56%+45,54613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,052$11.7M0.01%+81,85313F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.129,560$11.6M0.05%013F-HRTimelineGroup
Magnolia Private Wealth, LLC434,018$11.5M6.31%-65313F-HRTimeline
Hutchens & Kramer Investment Management…126,016$11.2M3.01%+15,49513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC121,996$10.9M1.44%-43813F-HRTimeline
Janney Montgomery Scott LLC121,332$10.8M0.02%+95,96013F-HRTimeline
Core Wealth Advisors, Inc.121,023$10.8M2.17%+2,27313F-HRTimeline
Trace Wealth Advisors, LLC120,786$10.8M7.05%+5,09513F-HRTimeline
True North Advisors, LLC119,722$10.7M1.02%+49,84013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …117,917$10.5M0.07%+2,41313F-HRTimelineGroup
Equity Wealth Partners, LLC117,646$10.5M3.77%+5,55513F-HRTimeline
Integrity Investment Advisors, LLC116,559$10.4M4.52%+35,13013F-HRTimeline
Watchman Group, Inc.114,677$10.2M2.29%+7,70913F-HRTimeline
Perigon Wealth Management, LLC114,409$10.2M0.16%+57913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…114,206$10.2M0.01%+61,70913F-HRTimelineGroup
Physician Wealth Solutions Inc.112,850$10.1M3.82%+4,40913F-HRTimeline
PCG Wealth Advisors, LLC112,569$10M2.24%+10,17413F-HRTimeline