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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

721 managers (731 13F filers) reported a position in AVDE shares at 2026-06-30, 164,040,049 shares in all. 77 filers opened a position and 25 filers sold out during the quarter.

Managers
721
13F filers
731
New
77
Added
396
Reduced
167
Sold out
25
Shares held by filers
164,040,049

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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.112,133$10M0.06%+60,92313F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC111,513$9.95M2.51%-2,38913F-HRTimeline
KilterHowling LLC111,310$9.93M4.45%+1,65213F-HRTimeline
REDW Wealth LLC110,315$9.84M3.53%+16,56913F-HRTimeline
Clarity Capital Advisors, LLC110,022$9.81M4.11%+1,33713F-HRTimeline
Gateway Wealth Partners, LLC109,637$9.78M0.59%-100,67713F-HRTimeline
WorthPointe, LLC108,778$9.7M2.44%-2,04213F-HRTimeline
LANE BROTHERS & CO INC108,759$9.7M6.35%+18,18513F-HRTimeline
ABLE Financial Group, LLC106,019$9.46M1.59%-37313F-HRTimeline
SAGE RHINO CAPITAL LLC105,762$9.43M1.55%-5,38413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC104,669$9.34M2.77%-1,55313F-HRTimeline
Orion Capital Management LLC104,491$9.32M2.9%+21,72813F-HRTimeline
Bauman Advisory Group, LLC103,645$9.25M4.89%-2,52013F-HRTimeline
Burk Holdings LLC100,644$8.98M3.32%+11,84713F-HRTimeline
Annandale Capital, LLC95,262$8.5M1.26%013F-HRTimeline
Certified Advisory Corp93,774$8.36M0.67%+21,89113F-HRTimeline
AGH Wealth Advisors, LLC93,519$8.34M5.26%+4,40413F-HRTimeline
Clark Wealth Partners92,818$8.28M4.67%-9,56413F-HRTimeline
CoreCap Advisors, LLC91,762$8.19M0.24%+11,88613F-HRTimeline
Sequoia Financial Advisors, LLC91,265$8.14M0.04%013F-HRTimeline
Merited Wealth, LLC90,452$8.07M5.71%+41,70013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.90,314$8.06M2.12%+52613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC89,459$8.03M0.26%+24,70113F-HRTimelineGroup
Petros Family Wealth, LLC89,355$7.97M4.88%+10,90913F-HRTimeline
Western Reserve Capital Management, LLC87,826$7.83M5.81%+4,79413F-HRTimeline
Madrid Wealth Management, LLC87,691$7.82M5.13%+10,07313F-HRTimeline
Chicago Partners Investment Group LLC87,157$7.79M0.16%-44113F-HRTimeline
marrick wealth, LLC86,643$7.73M5.49%+10,45913F-HRTimeline
Holcombe Financial, Inc.86,377$7.7M4.35%-26213F-HRTimeline
Coign Capital Advisors LLC85,690$7.64M3.44%new13F-HRTimeline
Larson Financial Group LLC84,989$7.58M0.2%-3,52913F-HRTimeline
E-Wealth Partners, LLC84,270$7.52M5.43%+5,92613F-HRTimeline
Nicholson Meyer Capital Management, Inc.83,176$7.42M4.94%+3,23213F-HRTimeline
Midwestern Financial, LLC /IA82,988$7.4M5.18%+3,51113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC81,892$7.31M1.81%-48213F-HRTimeline
CROBAN81,670$7.28M3.21%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC81,618$7.28M0.14%new13F-HRTimeline
Great Point Wealth Advisors, LLC79,576$7.1M1.15%-1,28213F-HRTimeline
Cornerstone Wealth Management, LLC78,847$7.03M0.3%-1,55913F-HRTimeline
Greenspring Advisors, LLC78,743$7.02M0.39%-1313F-HRTimeline
Waterfront Wealth Inc.76,945$6.93M1.07%+6,30913F-HRTimeline
Owl Creek Wealth Partners LLC77,549$6.92M2.02%+16,24913F-HRTimeline
FMB WEALTH MANAGEMENT77,234$6.89M2.53%+87613F-HRTimeline
Greenwich Wealth Management LLC76,825$6.85M0.25%+1,12813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC76,606$6.83M0.02%+54813F-HRTimelineGroup
Sensenig Capital Advisors, Inc76,568$6.83M6.25%+61,67613F-HRTimeline
Ferguson Johnson Wealth Management Inc74,726$6.67M4.86%+1,45213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,484$6.64M0.11%new13F-HRTimeline
Arax Advisory Partners74,037$6.6M0.04%+70,10413F-HRTimeline
Ariadne Wealth Management, LP73,451$6.55M2.9%+41013F-HRTimeline
Brown Financial Advisors72,728$6.49M2.27%-31713F-HRTimeline
IHT Wealth Management, LLC72,279$6.45M0.14%+7,19313F-HRTimeline
SAX WEALTH ADVISORS, LLC75,724$6.42M0.26%-1,90313F-HRTimeline
Legacy Wealth Management, LLC / MS71,796$6.4M1.64%+6,35113F-HRTimeline
Wedmont Private Capital70,581$6.36M0.17%-28013F-HRTimeline
Lakeridge Wealth Management LLC70,736$6.31M2.32%-7,14113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding69,264$6.24M+39,142Timeline
Advyzon Investment Management, LLC69,309$6.18M0.45%+13,65013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC67,572$6.03M0.74%+2,87813F-HRTimeline
Networth Advisors, LLC65,742$5.86M3.41%+21,71913F-HRTimeline
StrongBox Wealth, LLC65,183$5.81M1.66%+6,73913F-HRTimeline
Meredith Wealth Planning64,643$5.77M1.36%-25413F-HRTimeline
Glenview Trust Co64,070$5.72M0.08%+10,45813F-HR/ATimeline
BLVD Private Wealth, LLC63,954$5.7M4.24%+1,74713F-HRTimeline
Altar Rock LLC63,499$5.66M8.28%+45013F-HRTimeline
SJS Investment Consulting Inc.61,103$5.45M0.59%+3,24613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …61,078$5.45M0.27%-2,75913F-HRTimeline
MONECO ADVISORS, LLC60,372$5.39M0.33%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC60,054$5.36M0.35%+22,80013F-HRTimeline
ARK & TLK INVESTMENTS, LLC59,953$5.35M1.32%+1,32213F-HRTimeline
True Wealth Design, LLC59,730$5.33M1.27%-70013F-HRTimeline
McCartney Wealth Management LLC59,599$5.32M4.03%+1,26013F-HRTimeline
Global Strategic Investment Solutions, …56,815$5.07M0.45%-1,89613F-HRTimeline
AE Wealth Management LLC55,693$4.97M0.02%+18,57613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC54,940$4.9M1.75%-3,25613F-HRTimeline
Paladin Wealth, LLC54,834$4.89M2.84%+4,47513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP54,809$4.89M1.12%013F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC54,437$4.86M4%+7,06113F-HRTimeline
Capstone Wealth Management, Inc.54,176$4.83M3.62%+4,31413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC56,639$4.81M0.83%-1,11013F-HRTimeline
Accurate Wealth Management, LLC53,231$4.79M0.46%+20,02313F-HRTimeline
Evensky & Katz LLC53,391$4.76M0.25%-88513F-HRTimeline
Arcadia Wealth Management, Inc.53,275$4.75M2.27%+58213F-HRTimeline
Wheels Up Wealth, Inc.53,088$4.74M4.02%+48913F-HRTimeline
Heirloom Wealth Management52,824$4.71M0.68%+6,80713F-HRTimeline
Symmetry Partners, LLC50,836$4.53M0.23%-1,34913F-HRTimeline
Flagstone Financial Management50,816$4.53M1.01%-64513F-HRTimeline
Family Office Research LLC50,225$4.48M1.68%+74613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC49,662$4.43M0.43%-60913F-HRTimeline
Clear Creek Financial Management, LLC49,259$4.39M0.28%+5,17513F-HRTimeline
ANDERSON HOAGLAND & CO48,903$4.36M0.34%-5,08613F-HRTimeline
Grove Bank & Trust48,488$4.33M0.43%-6,54013F-HRTimeline
ORBA Wealth Advisors, L.L.C.48,214$4.3M3.68%+22,75213F-HRTimeline
Valued Wealth Advisors LLC48,178$4.3M1.56%+4,64713F-HRTimeline
Integrity Wealth Solutions LLC48,124$4.29M1.59%+6,19713F-HRTimeline
Advisory Services Network, LLC47,680$4.25M0.05%-12,22213F-HRTimeline
Savvy Advisors, Inc.47,536$4.24M0.09%+8,38213F-HRTimeline
Cypress Point Wealth Management, LLC47,323$4.22M0.86%-2,10713F-HRTimeline
MOTCO46,937$4.19M0.36%+4,25213F-HRTimeline
NorthCrest Asset Manangement, LLC46,493$4.16M0.11%+11,80813F-HRTimeline
Mendota Financial Group, LLC45,946$4.1M2.54%+11,95013F-HRTimeline
Allied Private Wealth LLC45,515$4.06M2.6%13F-HRTimeline
Paul R. Ried Financial Group, LLC44,936$4.01M1.75%-2,65613F-HRTimeline
Herold Advisors, Inc.44,832$4M0.79%-1,59413F-HRTimeline
Global Retirement Partners, LLC44,195$3.94M0.06%13F-HRTimeline
Tortoise Investment Management, LLC43,312$3.86M0.29%+1,50013F-HRTimeline
Falcon Wealth Planning43,202$3.85M0.24%-39713F-HRTimeline
Outbound Financial Inc42,694$3.81M2.47%-9413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,458$3.79M0.3%013F-HRTimeline
Plum Street Advisors, LLC42,396$3.78M1.21%-87113F-HRTimeline
Markowski Investments42,103$3.76M0.83%13F-HRTimeline
Balance Wealth Partners LLC42,016$3.75M1%+4,61113F-HRTimeline
UPTICK PARTNERS, LLC41,473$3.7M0.58%+14,66613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,832$3.64M0.08%-6,76013F-HRTimelineGroup
MCF Advisors LLC40,433$3.61M0.13%-28613F-HRTimeline
Cauble & Harre Wealth Management, Inc.40,353$3.6M2.89%+73013F-HRTimeline
Armbruster Capital Management, Inc.40,089$3.58M0.53%-8,92213F-HRTimeline
Prospect Financial Group LLC40,017$3.57M2.88%+1,01513F-HRTimeline
CAP Partners, LLC39,759$3.55M1.73%+9,92113F-HRTimeline
Mariner, LLCin group Mariner, LLC39,734$3.54M<0.01%-34,91713F-HRTimelineGroup
Sterneck Capital Management, LLC39,650$3.54M1.52%+3,34413F-HRTimeline
TFO Wealth Partners, LLC39,524$3.53M0.38%+10,59313F-HRTimeline
QUARRY HILL ADVISORS, LLC38,479$3.43M1.32%-10613F-HRTimeline
Cornerstone Wealth Partners, LLC38,322$3.42M1.59%+4,62313F-HRTimeline
Approach Retirement Advisors, LLC38,255$3.41M2.48%+2,58513F-HRTimeline
LexAurum Advisors, LLC38,152$3.4M0.39%+3,32413F-HRTimeline
Mattson Financial Services, LLC37,609$3.38M0.71%+76813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding37,128$3.31M-937Timeline
Aspen Capital Management, LLC37,046$3.3M0.73%-22513F-HRTimeline
Milestone Asset Management Group, LLC36,796$3.28M1.65%+1,82413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.36,685$3.27M0.8%+5,06413F-HRTimeline
Golden State Wealth Management, LLC35,797$3.19M0.29%+23713F-HRTimeline
Betterment LLC35,034$3.12M0.01%+1,18513F-HRTimeline
FCG Investment Co34,931$3.12M1.08%new13F-HRTimeline
Financial Engines Advisors L.L.C.34,916$3.11M0.01%+6,18013F-HRTimeline
AIRE ADVISORS, LLC34,867$3.11M0.51%-2,67013F-HRTimeline
Austin Asset Management Co Inc34,439$3.07M0.43%-2,27613F-HRTimeline
Orion Porfolio Solutions, LLC34,180$3.05M0.02%-1,82913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…33,682$3M0.57%+28013F-HRTimeline
D.A. DAVIDSON & CO.33,628$3M0.02%-56513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC33,097$2.95M0.51%-2,79913F-HRTimeline
Level Financial Advisors32,381$2.89M0.65%+16113F-HRTimeline
Interchange Capital Partners, LLC32,166$2.87M0.54%+28,79113F-HRTimeline
Hilton Head Capital Partners, LLC32,145$2.87M1.44%new13F-HRTimeline
Factor Wealth Management LTD32,010$2.86M0.43%-18013F-HRTimeline
Aspirean Wealth, LLC31,850$2.84M2.64%+11,34213F-HRTimeline
L.K. Benson & Company, P.C.31,824$2.84M0.86%+53113F-HRTimeline
TIAAgroup of 3 filers holding31,762$2.83MnewTimeline
Haven Private, LLC31,609$2.82M1.07%-1,47813F-HRTimeline
Cascade Financial Partners, LLC31,033$2.77M0.24%-59413F-HRTimeline
Marathon Wealth Advisors LLC30,728$2.74M0.94%-12313F-HRTimeline
Sunpointe, LLC30,263$2.7M0.77%-5913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,656$2.65M<0.01%+10,22113F-HRTimelineGroup
Nova R Wealth, Inc.29,456$2.63M0.77%+22313F-HRTimeline
Cetera Trust Company, N.A29,437$2.63M1.32%013F-HRTimeline
NWAM LLC28,637$2.55M0.13%+32013F-HRTimeline
Payne Capital LLC28,465$2.54M2.12%+1713F-HRTimeline
Cogent Private Wealth, Inc.28,443$2.54M1.59%+11,43713F-HRTimeline
Prosperity Planning, Inc.28,436$2.54M0.58%+50113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28,364$2.53M0.11%-7713F-HRTimelineGroup
UMB Bank, n.a.28,279$2.52M0.03%+42813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAIMON WEALTH MANAGEMENT LTD.28,135$2.51M1.93%013F-HRTimeline
Transcendent Capital Group LLC27,813$2.48M0.96%+14013F-HRTimeline
Keystone Financial Group27,717$2.47M0.15%-47813F-HRTimeline
Evanson Financial, LLC27,414$2.45M0.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC27,221$2.43M0.17%+1,85513F-HRTimeline
Abacus Planning Group, Inc.27,178$2.42M0.3%-2,79213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK27,026$2.41M0.01%+22,64913F-HRTimelineGroup
Merit Financial Group, LLC26,597$2.37M0.01%+3,37013F-HR/ATimeline
SageView Advisory Group, LLC26,403$2.36M0.08%+7,58113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC25,622$2.29M0.47%-19113F-HRTimeline
Brown Financial Advisory25,603$2.28M0.95%013F-HRTimeline
Trademark Financial Management, LLC25,569$2.28M0.93%-32613F-HRTimeline
RAM Investment Partners, LLC25,502$2.27M0.36%-95013F-HRTimeline
Private Wealth Management Group, LLC25,492$2.27M0.53%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,269$2.25M0.25%+9,70013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,228$2.25M<0.01%013F-HRTimelineGroup
Pacific Asset Management, LLC24,765$2.21M1.08%+1,01313F-HRTimeline
LAM GROUP, INC.24,665$2.2M1.09%+2,11513F-HRTimeline
FMR LLCin group FMR LLC23,793$2.12M<0.01%+5,97013F-HRTimelineGroup
Rialto Wealth Management, LLC23,535$2.1M0.42%+12713F-HRTimeline
Berman McAleer LLC23,509$2.1M0.24%013F-HRTimeline
Wealthfront Advisers LLC23,042$2.06M<0.01%+90713F-HRTimeline
Fonville Wealth Management LLC22,681$2.02M0.33%013F-HRTimeline
NFSG Corp22,465$2M0.25%new13F-HRTimeline
Thayer Financial, L.L.C.22,305$1.99M1.81%+94213F-HRTimeline
WEDBUSH SECURITIES INC21,978$1.96M0.05%-8913F-HRTimeline
Smartleaf Asset Management LLC21,947$1.95M0.06%013F-HRTimeline
Seed Wealth Management, Inc.21,865$1.95M1.23%013F-HRTimeline
Avant Financial Advisors LLC21,666$1.93M1.2%+2,22013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC21,551$1.92M1.57%013F-HRTimeline
Clear Point Advisors Inc.21,348$1.9M1.69%+23513F-HRTimeline
Tillman Hartley LLC20,641$1.84M0.41%013F-HRTimeline
Steward Partners Investment Advisory, L…20,310$1.81M0.01%+1,63913F-HRTimeline
Clearwater Capital Advisors, LLC19,958$1.78M0.13%-1,63213F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD19,777$1.76M0.36%13F-HRTimeline
Tandem Investment Partners LLC19,142$1.71M1.32%+2,37213F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,118$1.71M0.11%-5813F-HRTimeline
SEEDS INVESTOR LLC19,098$1.7M0.18%+15,56513F-HRTimeline
Cetera Investment Advisers18,961$1.69M<0.01%+5,55013F-HRTimeline