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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

433 managers (436 13F filers) reported a position in AVDE shares at 2025-03-31, 75,929,218 shares in all. 41 filers opened a position and 22 filers sold out during the quarter.

Managers
433
13F filers
436
New
41
Added
214
Reduced
126
Sold out
22
Shares held by filers
75,929,218

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MOTCO37,212$2.47M0.26%+9,43113F-HRTimeline
Haven Private, LLC35,722$2.37M1.34%-5,27213F-HRTimeline
SJS Investment Consulting Inc.35,004$2.32M0.4%-17513F-HRTimeline
Abacus Planning Group, Inc.34,284$2.27M0.4%+4,06113F-HRTimeline
Sterneck Capital Management, LLC34,042$2.26M1.22%+90613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC33,833$2.24M0.61%-1,40013F-HRTimeline
ARK & TLK INVESTMENTS, LLC33,521$2.22M0.78%+7,39013F-HRTimeline
COMERICA BANK32,952$2.18M0.01%+1,54013F-HRTimeline
Financial Engines Advisors L.L.C.32,878$2.18M<0.01%-4,02713F-HRTimeline
Meredith Wealth Planning31,253$2.07M0.91%+1,47613F-HRTimeline
Clearwater Capital Advisors, LLC31,165$2.07M0.2%-2,90113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP30,955$2.05M0.58%-24413F-HRTimelineGroup
L.K. Benson & Company, P.C.30,662$2.03M1.41%-1,00513F-HRTimeline
Paladin Wealth, LLC30,395$2.01M1.81%+11,09913F-HRTimeline
Tortoise Investment Management, LLC30,103$1.99M0.21%-33013F-HR/ATimeline
Sunpointe, LLC30,074$1.99M1.06%013F-HRTimeline
Factor Wealth Management LTD29,576$1.96M0.6%+2,14913F-HRTimeline
Cetera Trust Company, N.A29,437$1.95M1.24%013F-HRTimeline
Transcendent Capital Group LLC28,489$1.89M1.06%+1,96013F-HRTimeline
Grove Bank & Trust28,050$1.86M0.25%+1,18213F-HRTimeline
Bison Wealth, LLC27,841$1.85M0.17%-1,51213F-HRTimeline
CAP Partners, LLC27,252$1.81M1.31%-6,01413F-HRTimeline
Greenwich Wealth Management LLC27,091$1.79M0.14%+9,35013F-HRTimeline
UMB Bank, n.a.27,073$1.79M0.03%+55613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brown Financial Advisory25,603$1.7M1.07%-2,47513F-HRTimeline
NWAM LLC25,338$1.68M0.14%-1,89013F-HRTimeline
RAM Investment Partners, LLC25,094$1.66M0.41%+2,67513F-HRTimeline
Level Financial Advisors24,899$1.65M0.56%+2,24713F-HRTimeline
Balance Wealth Partners LLC24,104$1.6M1.04%13F-HRTimeline
Milestone Asset Management Group, LLC24,098$1.6M1.44%+3,43513F-HRTimeline
Private Wealth Management Group, LLC23,607$1.56M0.58%+8,00013F-HRTimeline
Nova R Wealth, Inc.23,573$1.56M0.77%-55113F-HRTimeline
Fonville Wealth Management LLC23,534$1.56M0.46%013F-HRTimeline
Prosperity Planning, Inc.23,041$1.53M0.48%+1,49013F-HRTimeline
Wealthstream Advisors, Inc.22,261$1.48M0.28%+92213F-HRTimeline
SOL Capital Management CO22,259$1.48M0.16%-7,70113F-HRTimeline
Evanson Asset Management, LLC22,205$1.47M0.1%-7113F-HRTimeline
Cambridge Investment Research Advisors,…22,005$1.46M<0.01%+2,26813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,901$1.45M0.04%+1,83113F-HRTimeline
Hutchens & Kramer Investment Management…21,815$1.45M0.8%+4,84713F-HRTimeline
North Ridge Wealth Advisors, Inc.21,526$1.43M0.95%+31313F-HRTimeline
LAM GROUP, INC.20,905$1.39M1.02%-75013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.20,870$1.38M0.58%-57413F-HRTimeline
Pacific Asset Management, LLC20,182$1.34M1.2%+10213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,045$1.33M1.38%-1,21413F-HRTimeline
EARNED WEALTH ADVISORS, LLC20,007$1.33M0.29%+8,20013F-HRTimeline
TOWNSQUARE CAPITAL LLC19,836$1.31M0.01%-1,00913F-HRTimeline
Rialto Wealth Management, LLC19,336$1.28M0.4%+77513F-HRTimeline
NorthCrest Asset Manangement, LLC19,054$1.26M0.04%+8,65013F-HRTimeline
Crossmark Global Holdings, Inc.18,934$1.25M0.02%new13F-HRTimeline
SageView Advisory Group, LLC18,884$1.25M0.05%+12213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,821$1.25M0.03%-46613F-HRTimelineGroup
Eaton-Cambridge Inc.18,755$1.24M0.53%+1,20813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,712$1.24M0.14%new13F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC18,705$1.24M<0.01%013F-HRTimelineGroup
Certified Advisory Corp18,361$1.22M0.14%+78813F-HRTimeline
LRI Investments, LLC18,254$1.21M0.12%+17,15613F-HRTimeline
Good Life Advisors, LLC18,234$1.21M0.09%+3,23013F-HRTimeline
Financial Enhancement Group LLC17,925$1.2M0.19%+5,07913F-HRTimeline
Avant Financial Advisors LLC17,932$1.19M1.08%+87113F-HRTimeline
Truepoint, Inc.17,854$1.18M0.03%-92313F-HRTimeline
Clear Point Advisors Inc.17,844$1.18M1.06%-2,60813F-HRTimeline
Aurelius Family Office LLC17,284$1.15M0.58%-1,58713F-HRTimeline
Wealthfront Advisers LLC16,670$1.1M<0.01%+4,10913F-HRTimeline
Seed Wealth Management, Inc.16,665$1.1M0.9%+17513F-HRTimeline
Pinnacle Financial Partners Inc16,590$1.1M0.02%+2,92913F-HRTimeline
Life Planning Partners, Inc16,430$1.09M0.99%+1,24913F-HRTimeline
Advisory Services Network, LLC16,359$1.08M0.02%+6,06713F-HRTimeline
Financial Futures Ltd Liability Co.16,278$1.08M0.61%-2,28613F-HRTimeline
PRIVATE TRUST CO NA15,434$1.02M0.11%-1,48013F-HRTimeline
Magnus Financial Group LLC15,354$1.02M0.1%-56713F-HRTimeline
USAdvisors Wealth Management, LLC15,224$1.01M0.35%-2,67913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,638$970K0.01%-1,22013F-HRTimelineGroup
AE Wealth Management LLC14,380$953K0.01%+3,05313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,150$947K0.09%+1,08313F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management14,198$941K0.01%-1,66913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,160$938K<0.01%+3,01313F-HRTimelineGroup
Betterment LLC14,142$937K<0.01%-1,37813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,900$921K<0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,829$916K0.05%+27113F-HRTimeline
Paragon Advisors, LLC13,728$910K0.34%+1,98713F-HRTimeline
EVOKE WEALTH, LLC13,391$887K0.02%+20913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC12,899$855K0.14%+13013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC12,790$848K0.18%-2,22713F-HRTimeline
Advyzon Investment Management, LLC12,687$841K0.3%+14413F-HRTimeline
Leading Edge Financial Planning LLC12,648$838K0.26%+1,96713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,636$837K<0.01%-2,34813F-HRTimelineGroup
Cornerstone Capital, Inc.11,721$777K0.08%-1,69913F-HRTimeline
Ifrah Financial Services, Inc.11,694$775K0.22%+3,60013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,554$766K0.01%new13F-HRTimelineGroup
Glenview Trust Co11,489$761K0.01%013F-HR/ATimeline
GEM Asset Management, LLC11,412$758K0.42%+4513F-HRTimeline
Lion Street Advisors, LLC11,385$755K0.24%-5,67413F-HRTimeline
Tillman Hartley LLC11,320$750K0.22%+83013F-HRTimeline
Allodium Investment Consultants, LLC11,173$740K0.55%+1,89613F-HRTimeline
Ridgeline Wealth, LLC10,711$710K0.6%-1,40713F-HRTimeline
Slagle Financial, LLC10,468$694K0.31%-19213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,360$687K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group10,262$680K0.12%+2,39813F-HRTimeline
Aspen Capital Management, LLC9,519$631K0.2%13F-HRTimeline
Camarda Financial Advisors, LLC9,484$629K0.28%new13F-HRTimeline
Visionary Horizons, LLC9,418$624K0.44%+25313F-HRTimeline
Prime Capital Investment Advisors, LLC9,201$610K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC9,186$609K0.02%+62213F-HRTimeline
Hardin Capital Partners, LLC9,065$601K0.37%+613F-HRTimeline
Decker Retirement Planning Inc.8,915$591K0.37%+63113F-HRTimeline
Ausdal Financial Partners, Inc.8,739$579K0.04%-5,12213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,605$570K0.47%-26813F-HRTimeline
Activest Wealth Management8,493$563K0.15%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,420$558K0.04%013F-HRTimelineGroup
MN Wealth Advisors, LLC8,393$556K0.33%-3613F-HRTimeline
CWA Asset Management Group, LLC8,086$536K0.03%+48613F-HRTimeline
KKM Financial LLC7,986$529K0.22%+22913F-HRTimeline
Consolidated Portfolio Review Corp7,858$521K0.08%+37013F-HRTimeline
PCG Wealth Advisors, LLC7,429$492K0.17%013F-HRTimeline
Tanglewood Legacy Advisors, LLC7,380$489K0.21%013F-HRTimeline
Avior Wealth Management, LLC6,996$464K0.02%+2313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,972$462K0.06%-23513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,845$454K<0.01%+1,68413F-HRTimelineGroup
Integrated Wealth Concepts LLC6,692$443K0.01%+2,20613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,654$441K0.31%-45413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,572$436K0.24%013F-HRTimeline
Symphony Financial, Ltd. Co.6,572$433K0.26%-184,91213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,512$432K0.01%-6313F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,474$429K<0.01%+2,69113F-HRTimeline
KFA Private Wealth Group, LLC6,417$425K0.15%new13F-HRTimeline
Aprio Wealth Management, LLC6,240$414K0.05%013F-HRTimeline
Accelerate Investment Advisors LLC6,198$411K0.34%+1,05313F-HRTimeline
Alpha Financial Advisors, LLC5,724$379K0.17%-34113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,699$378K0.1%-1,67113F-HRTimeline
TFB Advisors LLC5,684$377K0.11%-15313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,661$375K<0.01%new13F-HRTimelineGroup
ASPIRIANT, LLC5,570$369K0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…5,560$368K0.28%new13F-HRTimeline
Trademark Financial Management, LLC5,463$362K0.28%-1,40313F-HRTimeline
New Dimensions Wealth Management, LLC5,396$358K0.36%13F-HRTimeline
L & S Advisors Inc5,393$357K0.04%013F-HRTimeline
Parcion Private Wealth LLC5,390$357K0.03%013F-HRTimeline
Smith & Howard Wealth Management, LLC5,283$350K0.1%new13F-HRTimeline
Atala Financial Inc5,249$348K0.25%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,234$347K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.5,125$340K0.03%+1,62213F-HRTimeline
Intelligent Financial Strategies5,090$337K0.18%013F-HRTimeline
PFG Investments, LLC5,073$336K0.02%-87113F-HRTimeline
Parkshore Wealth Management, Inc.5,046$334K0.19%+9713F-HRTimeline
Stonebrook Private Inc.4,930$327K0.08%new13F-HRTimeline
Allworth Financial LP4,774$325K<0.01%+1,21113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,897$325K<0.01%013F-HRTimelineGroup
Sprinkle Financial Consultants LLC4,861$322K0.2%+38713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,839$321K0.02%013F-HRTimeline
Atria Investments, Inc4,742$314K<0.01%new13F-HRTimeline
Oceanside Advisors LLC4,642$308K0.22%+5513F-HRTimeline
GPS Wealth Strategies Group, LLC4,533$300K0.04%013F-HRTimeline
Blue Trust, Inc.4,528$300K<0.01%-40213F-HRTimeline
Atria Wealth Solutions, Inc.4,456$295K<0.01%+64513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$294K0.02%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,278$284K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC4,269$283K0.03%new13F-HRTimeline
Copley Financial Group, Inc.4,264$283K0.22%new13F-HR/ATimeline
IFP Advisors, Inc4,223$280K0.01%+1,33113F-HRTimeline
Almanack Investment Partners, LLC.4,125$273K0.05%013F-HRTimeline
Quantinno Capital Management LP4,059$269K<0.01%-1,67713F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$267K0.08%013F-HRTimeline
Asset Dedication, LLC3,923$260K0.02%-18813F-HRTimeline
Lunt Capital Management, Inc.3,910$259K0.09%013F-HRTimeline
IEQ CAPITAL, LLC3,904$259K<0.01%new13F-HRTimeline
Cetera Investment Advisers3,888$258K<0.01%+61213F-HRTimeline
Keudell/Morrison Wealth Management3,885$257K0.06%-5013F-HRTimeline
Greenspring Advisors, LLC3,858$256K0.06%013F-HRTimeline
Jacobi Capital Management LLC3,808$252K0.02%-1,15113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,480$231K0.16%-5,62913F-HRTimeline
Michael A. Dubis Financial Planning, LLC3,470$230K0.22%013F-HRTimeline
Accel Wealth Management3,155$209K0.08%new13F-HRTimeline
Triad Wealth Partners, LLC3,094$205K0.06%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,087$205K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,676$177K<0.01%+2,67413F-HRTimelineGroup
Clarity Asset Management, Inc.2,654$176K0.11%+57413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,633$174K0.01%-2,11113F-HRTimelineGroup
Cloud Capital Management, LLC2,204$146K0.1%13F-HRTimeline
Wilmington Savings Fund Society, FSB2,175$144K<0.01%+60013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,092$139K0.11%+16113F-HRTimeline
MATHER GROUP, LLC.1,941$129K<0.01%-1,21513F-HRTimeline
Global Trust Asset Management, LLC1,787$118K0.07%-5,30113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,755$116K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,700$113K0.01%+30013F-HRTimeline
MeadowBrook Investment Advisors LLC1,697$112K0.1%013F-HRTimeline
Park Square Financial Group, LLC1,630$108K0.09%+38313F-HRTimeline
North Capital, Inc.1,400$92.8K0.09%13F-HRTimeline
Redwood Park Advisors LLC1,393$92.3K0.08%+9313F-HRTimeline
Creative Capital Management Investments…1,370$90.8K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.1,346$89K0.01%+1,34513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,270$84.2K<0.01%-60013F-HRTimeline
Parkside Financial Bank & Trust1,213$80.4K0.01%+86013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,169$77.5K0.08%+813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,091$72.3K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP1,028$68.1K0.03%013F-HRTimeline
REAP Financial Group, LLC717$47.5K0.01%013F-HRTimeline
Global Wealth Strategies & Associates659$43.7K0.01%+13413F-HRTimeline
Nemes Rush Group LLC625$41.4K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC603$40K0.03%013F-HRTimeline