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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

413 managers (416 13F filers) reported a position in AVDE shares at 2024-12-31, 71,253,711 shares in all. 52 filers opened a position and 19 filers sold out during the quarter.

Managers
413
13F filers
416
New
52
Added
201
Reduced
84
Sold out
19
Shares held by filers
71,253,711

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Tortoise Investment Management, LLC30,433$1.87M0.2%+1,07313F-HR/ATimeline
Abacus Planning Group, Inc.30,223$1.85M0.33%-1,92013F-HRTimeline
Sunpointe, LLC30,074$1.85M0.93%new13F-HRTimeline
SOL Capital Management CO29,960$1.84M0.2%-6,66013F-HRTimeline
Meredith Wealth Planning29,777$1.83M0.81%+51313F-HRTimeline
Cetera Trust Company, N.A29,437$1.81M1.17%013F-HRTimeline
Bison Wealth, LLC29,353$1.8M0.22%13F-HRTimeline
CoreCap Advisors, LLC28,347$1.74M0.08%+26,00313F-HRTimeline
Brown Financial Advisory28,078$1.72M1.23%013F-HRTimeline
Waverly Advisors, LLC27,906$1.71M0.03%-14013F-HRTimeline
MOTCO27,781$1.7M0.17%+6,85213F-HRTimeline
Factor Wealth Management LTD27,427$1.68M0.56%13F-HRTimeline
NWAM LLC27,228$1.67M0.1%+58713F-HRTimeline
Grove Bank & Trust26,868$1.65M0.23%+1,62213F-HRTimeline
IHT Wealth Management, LLC26,700$1.64M0.05%+1,90313F-HRTimeline
Transcendent Capital Group LLC26,529$1.63M0.84%-3413F-HRTimeline
UMB Bank, n.a.26,517$1.63M0.03%+1,23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARK & TLK INVESTMENTS, LLC26,131$1.6M0.56%+5,73813F-HRTimeline
Nova R Wealth, Inc.24,124$1.48M0.75%+31813F-HRTimeline
LexAurum Advisors, LLC24,018$1.47M0.29%-6313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,927$1.47M<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance23,663$1.45M0.02%new13F-HRTimeline
Fonville Wealth Management LLC23,534$1.44M0.48%-6513F-HRTimeline
Vise Technologies, Inc.23,098$1.42M0.12%+18,14013F-HRTimeline
Level Financial Advisors22,652$1.39M0.51%+4,33213F-HRTimeline
GTS SECURITIES LLC22,462$1.38M0.07%new13F-HRTimeline
RAM Investment Partners, LLC22,419$1.38M0.34%new13F-HRTimeline
Merriman Wealth Management, LLC22,297$1.37M0.06%-30,43213F-HRTimeline
Evanson Asset Management, LLC22,276$1.37M0.09%+6513F-HRTimeline
Laird Norton Wetherby Wealth Management…21,850$1.34M0.06%013F-HRTimeline
LAM GROUP, INC.21,655$1.33M0.95%-5,22513F-HRTimeline
Prosperity Planning, Inc.21,551$1.32M0.42%+3,57113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21,444$1.32M0.56%-4,49913F-HRTimeline
Wealthstream Advisors, Inc.21,339$1.31M0.24%+2,52313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC21,259$1.3M1.32%13F-HRTimeline
North Ridge Wealth Advisors, Inc.21,213$1.3M0.9%-31613F-HRTimeline
TOWNSQUARE CAPITAL LLC20,845$1.28M0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC20,663$1.27M1.13%13F-HRTimeline
Clear Point Advisors Inc.20,452$1.26M1.07%-84013F-HRTimeline
Pacific Asset Management, LLC20,080$1.23M1.16%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,070$1.23M0.03%+1,90813F-HRTimeline
Cambridge Investment Research Advisors,…19,737$1.21M<0.01%-7,75513F-HRTimeline
Paladin Wealth, LLC19,296$1.18M1.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,287$1.18M0.03%+1,00013F-HRTimelineGroup
Aurelius Family Office LLC18,871$1.16M0.58%13F-HRTimeline
Truepoint, Inc.18,777$1.15M0.03%+3,08813F-HRTimeline
SageView Advisory Group, LLC18,762$1.15M0.05%-56013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC18,705$1.15M<0.01%+86113F-HRTimelineGroup
Financial Futures Ltd Liability Co.18,564$1.14M0.65%-39,14213F-HRTimeline
Rialto Wealth Management, LLC18,561$1.14M0.38%13F-HRTimeline
USAdvisors Wealth Management, LLC17,903$1.1M0.36%+7613F-HRTimeline
Greenwich Wealth Management LLC17,741$1.09M0.08%+32513F-HRTimeline
Certified Advisory Corp17,573$1.08M0.12%+1,23913F-HRTimeline
Eaton-Cambridge Inc.17,547$1.08M0.48%-3613F-HRTimeline
Avant Financial Advisors LLC17,061$1.05M0.96%13F-HRTimeline
Lion Street Advisors, LLC17,059$1.05M0.33%+1,10113F-HRTimeline
Hutchens & Kramer Investment Management…16,968$1.04M0.57%-99513F-HRTimeline
PRIVATE TRUST CO NA16,914$1.04M0.11%+5,70913F-HRTimeline
Seed Wealth Management, Inc.16,490$1.01M0.82%-67513F-HRTimeline
Magnus Financial Group LLC15,921$977K0.09%-98313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,867$974K0.01%-8,23213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,858$973K0.01%+2,07213F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC15,638$960K0.3%+9,54013F-HRTimeline
Private Wealth Management Group, LLC15,607$958K0.37%+6,07313F-HRTimeline
Betterment LLC15,520$952K<0.01%+5,13213F-HRTimeline
Life Planning Partners, Inc15,181$932K0.86%+58513F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC15,017$922K0.19%+9,30713F-HRTimeline
Good Life Advisors, LLC15,004$921K0.07%+2,61213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,984$920K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.13,861$851K0.07%-1,22913F-HRTimeline
Pinnacle Financial Partners Inc13,661$838K0.02%+1,56113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,558$832K0.05%new13F-HRTimeline
Cornerstone Capital, Inc.13,420$824K0.09%013F-HRTimeline
EVOKE WEALTH, LLC13,182$809K0.02%+3113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,067$801K0.07%+1,12713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC12,769$784K0.13%new13F-HRTimeline
Financial Enhancement Group LLC12,846$779K0.12%new13F-HRTimeline
Wealthfront Advisers LLC12,561$771K<0.01%+2,42913F-HR/ATimeline
Advyzon Investment Management, LLC12,543$770K0.3%13F-HRTimeline
Ridgeline Wealth, LLC12,118$744K0.61%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,807$725K0.23%+89113F-HRTimeline
Paragon Advisors, LLC11,741$721K0.25%+7,72313F-HRTimeline
Glenview Trust Co11,489$705K0.01%+1,38013F-HRTimeline
GEM Asset Management, LLC11,367$698K0.39%+86513F-HRTimeline
AE Wealth Management LLC11,327$695K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,147$684K<0.01%+1,27313F-HRTimelineGroup
Leading Edge Financial Planning LLC10,681$655K0.22%+1,83613F-HRTimeline
Slagle Financial, LLC10,660$654K0.29%-24613F-HRTimeline
Tillman Hartley LLC10,490$644K0.18%+60513F-HRTimeline
NorthCrest Asset Manangement, LLC10,404$638K0.02%+3,73713F-HR/ATimeline
Advisory Services Network, LLC10,292$632K0.01%+70413F-HRTimeline
Allodium Investment Consultants, LLC9,277$569K0.48%13F-HRTimeline
Visionary Horizons, LLC9,165$562K0.37%+19113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC9,109$559K0.39%+2,82413F-HRTimeline
Hardin Capital Partners, LLC9,059$556K0.34%+98413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,873$545K0.45%13F-HRTimeline
WEDBUSH SECURITIES INC8,564$526K0.02%+2,79113F-HRTimeline
Activest Wealth Management8,493$521K0.15%+1,55313F-HRTimeline
MN Wealth Advisors, LLC8,429$517K0.29%+23013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,420$517K0.03%013F-HRTimelineGroup
Decker Retirement Planning Inc.8,284$508K0.3%13F-HRTimeline
Ifrah Financial Services, Inc.8,094$497K0.14%+20513F-HRTimeline
Breakwater Capital Group7,864$483K0.1%+57113F-HRTimeline
KKM Financial LLC7,757$476K0.2%+71613F-HRTimeline
CWA Asset Management Group, LLC7,600$466K0.02%+36913F-HRTimeline
Consolidated Portfolio Review Corp7,488$460K0.07%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC7,472$459K0.23%new13F-HRTimeline
PCG Wealth Advisors, LLC7,429$456K0.17%-18713F-HRTimeline
Tanglewood Legacy Advisors, LLC7,380$453K0.19%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,370$452K0.12%+1,12213F-HR/ATimeline
HB Wealth Management, LLC7,210$442K<0.01%-89913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,207$442K0.05%-72713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,108$436K0.33%13F-HRTimeline
Global Trust Asset Management, LLC7,088$435K0.16%-10013F-HRTimeline
Mills Wealth Advisors LLC7,031$431K0.25%new13F-HRTimeline
Avior Wealth Management, LLC6,973$428K0.02%013F-HRTimeline
Trademark Financial Management, LLC6,866$421K0.33%-6,46113F-HRTimeline
RW Investment Management LLC6,589$404K0.05%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,575$403K0.01%-1,24813F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC6,572$403K0.23%+9013F-HRTimeline
Aprio Wealth Management, LLC6,240$383K0.06%+3013F-HRTimeline
Alpha Financial Advisors, LLC6,065$372K0.17%013F-HRTimeline
PFG Investments, LLC5,944$365K0.02%+65713F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…5,884$361K0.21%new13F-HRTimeline
TFB Advisors LLC5,837$358K0.1%-53113F-HRTimeline
Quantinno Capital Management LP5,736$352K<0.01%+1,85713F-HRTimeline
Modern Wealth Management, LLC5,405$332K0.01%new13F-HR/ATimeline
L & S Advisors Inc5,393$331K0.04%013F-HRTimeline
Parcion Private Wealth LLC5,390$331K0.03%013F-HRTimeline
Atala Financial Inc5,249$322K0.23%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,244$322K<0.01%-88913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,161$317K<0.01%+1,25313F-HRTimelineGroup
Accelerate Investment Advisors LLC5,145$316K0.28%+1313F-HRTimeline
Intelligent Financial Strategies5,090$312K0.17%013F-HRTimeline
Jacobi Capital Management LLC4,959$304K0.02%+1613F-HRTimeline
Parkshore Wealth Management, Inc.4,949$304K0.18%13F-HRTimeline
Blue Trust, Inc.4,930$303K<0.01%+15613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,897$301K<0.01%013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT4,839$297K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,744$291K0.02%013F-HRTimelineGroup
Oceanside Advisors LLC4,587$282K0.21%+2513F-HRTimeline
GPS Wealth Strategies Group, LLC4,533$278K0.04%+4613F-HRTimeline
Integrated Wealth Concepts LLC4,486$275K<0.01%new13F-HRTimeline
Sprinkle Financial Consultants LLC4,474$275K0.19%+6113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$272K0.02%013F-HRTimeline
ACORN CREEK CAPITAL LLC4,314$265K0.14%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,278$263K0.02%new13F-HRTimeline
Almanack Investment Partners, LLC.4,125$253K0.04%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,117$253K0.04%013F-HRTimelineGroup
Asset Dedication, LLC4,111$252K0.02%-34013F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$248K0.07%new13F-HRTimeline
Keudell/Morrison Wealth Management3,935$241K0.06%new13F-HRTimeline
Lunt Capital Management, Inc.3,910$240K0.09%013F-HRTimeline
Greenspring Advisors, LLC3,858$237K0.05%013F-HRTimeline
Atria Wealth Solutions, Inc.3,811$234K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,783$232K<0.01%-75813F-HRTimeline
Allworth Financial LP3,563$225K<0.01%013F-HRTimeline
Bleakley Financial Group, LLC3,557$218K0.01%new13F-HRTimeline
Savvy Advisors, Inc.3,503$215K0.03%-35313F-HRTimeline
Michael A. Dubis Financial Planning, LLC3,470$213K0.21%13F-HRTimeline
M Wealth Management, LLC3,399$209K0.19%13F-HRTimeline
Cetera Investment Advisers3,276$201K<0.01%-3,69313F-HRTimeline
MATHER GROUP, LLC.3,156$194K<0.01%013F-HRTimeline
IFP Advisors, Inc2,892$177K0.01%+2,01213F-HRTimeline
EnRich Financial Partners LLC2,847$175K0.06%+28713F-HRTimeline
Clarity Asset Management, Inc.2,080$128K0.08%-8713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,931$119K0.09%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,870$115K<0.01%-23913F-HRTimeline
EP Wealth Advisors, LLC1,798$110K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,697$104K0.09%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,575$96.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,400$85.9K0.01%-1,00013F-HRTimeline
Creative Capital Management Investments…1,370$84.1K0.04%013F-HRTimeline
Redwood Park Advisors LLC1,300$79.8K0.07%13F-HRTimeline
Park Square Financial Group, LLC1,247$76.5K0.05%13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,161$71.2K0.06%13F-HRTimeline
LRI Investments, LLC1,098$67.4K0.01%013F-HRTimeline
Your Advocates Ltd., LLP1,028$63.1K0.03%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC964$59.2K0.01%new13F-HRTimeline
REAP Financial Group, LLC717$44K0.01%013F-HRTimeline
Nemes Rush Group LLC625$38.4K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC603$37K0.03%+2813F-HRTimeline
Global Wealth Strategies & Associates525$32.2K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.495$30.5K<0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC497$30.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.406$24.9K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust353$21.7K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC324$19K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC298$18.3K<0.01%013F-HRTimeline
Kings Path Partners LLC280$17.2K0.01%013F-HRTimeline
Dogwood Wealth Management LLC239$14.7K0.01%-95413F-HRTimeline
BFSG, LLC190$11.7K<0.01%+13013F-HRTimeline
ROTHSCHILD INVESTMENT LLC178$10.9K<0.01%-713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC148$9.08K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.135$8.29K<0.01%-3413F-HRTimeline
Operose Advisors LLC125$7.67K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC122$7.48K<0.01%-2,47313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC120$7.36K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.100$6.16K<0.01%+3313F-HRTimeline
Physician Wealth Advisors, Inc.70$4.3K<0.01%new13F-HRTimeline