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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

496 managers (501 13F filers) reported a position in AVDE shares at 2025-06-30, 84,391,052 shares in all. 75 filers opened a position and 18 filers sold out during the quarter.

Managers
496
13F filers
501
New
75
Added
241
Reduced
126
Sold out
18
Shares held by filers
84,391,052

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vise Technologies, Inc.46,165$3.42M0.14%13F-HRTimeline
Paul R. Ried Financial Group, LLC45,935$3.4M2.06%-30013F-HRTimeline
COMERICA BANK45,625$3.38M0.01%+12,67313F-HRTimeline
OLD MISSION CAPITAL LLC45,468$3.37M0.09%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.45,372$3.36M1.59%+1,85913F-HRTimeline
Austin Asset Management Co Inc45,175$3.34M0.65%-25,37213F-HRTimeline
D.A. DAVIDSON & CO.44,803$3.32M0.02%-3,52313F-HRTimeline
LexAurum Advisors, LLC44,534$3.3M0.52%+5,12713F-HRTimeline
Outbound Financial Inc44,040$3.26M2.98%13F-HRTimeline
Plum Street Advisors, LLC43,563$3.22M1.42%+11113F-HRTimeline
Arcadia Wealth Management, Inc.43,500$3.22M2.19%+1,66613F-HRTimeline
Armbruster Capital Management, Inc.42,852$3.17M0.57%+1,67013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,547$3.15M0.36%-22913F-HRTimeline
Herold Advisors, Inc.41,845$3.1M0.65%-2,97313F-HRTimeline
Aspen Capital Management, LLC41,633$3.08M0.86%+32,11413F-HRTimeline
MOTCO41,978$3.08M0.29%+4,76613F-HRTimeline
QUARRY HILL ADVISORS, LLC39,098$2.89M1.68%-3,30013F-HRTimeline
Mattson Financial Services, LLC38,700$2.86M0.77%-2,27413F-HRTimeline
Golden State Wealth Management, LLC38,174$2.83M0.34%+84313F-HRTimeline
AIRE ADVISORS, LLC37,579$2.78M0.54%+14313F-HRTimeline
Accredited Wealth Management, LLC37,367$2.77M2.24%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…37,357$2.76M0.63%-2,60013F-HRTimeline
Cascade Financial Partners, LLC37,323$2.76M0.33%013F-HRTimeline
IHT Wealth Management, LLC36,999$2.74M0.08%-6,25413F-HRTimeline
Prospect Financial Group LLC36,963$2.74M2.86%-39513F-HRTimeline
Meredith Wealth Planning36,404$2.69M0.98%+5,15113F-HRTimeline
AE Wealth Management LLC35,745$2.65M0.02%+21,36513F-HRTimeline
ARK & TLK INVESTMENTS, LLC35,496$2.63M0.84%+1,97513F-HRTimeline
SJS Investment Consulting Inc.35,004$2.59M0.41%013F-HRTimeline
Tortoise Investment Management, LLC34,795$2.58M0.25%+4,69213F-HRTimeline
Sterneck Capital Management, LLC34,751$2.57M1.3%+70913F-HRTimeline
Grove Bank & Trust34,429$2.55M0.32%+6,37913F-HRTimeline
Accordant Advisory Group Inc34,354$2.54M1.89%new13F-HRTimeline
WINNACLE WEALTH LLC34,354$2.54M1.89%new13F-HRTimeline
Haven Private, LLC32,923$2.44M1.08%-2,79913F-HRTimeline
ORBA Wealth Advisors, L.L.C.32,640$2.42M2.2%-38,05513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC32,633$2.42M0.62%-1,20013F-HRTimeline
Paladin Wealth, LLC32,054$2.37M1.84%+1,65913F-HRTimeline
Financial Enhancement Group LLC31,929$2.36M0.34%+14,00413F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP30,873$2.28M0.61%-8213F-HRTimelineGroup
Level Financial Advisors30,411$2.25M0.7%+5,51213F-HRTimeline
Sunpointe, LLC30,322$2.24M0.89%+24813F-HRTimeline
L.K. Benson & Company, P.C.30,268$2.24M1.38%-39413F-HRTimeline
Transcendent Capital Group LLC29,559$2.19M1.12%+1,07013F-HRTimeline
Cetera Trust Company, N.A29,437$2.18M1.3%013F-HRTimeline
Factor Wealth Management LTD29,316$2.17M0.59%-26013F-HRTimeline
Independence Bank of Kentucky29,076$2.15M0.3%new13F-HRTimeline
CAP Partners, LLC28,905$2.14M1.35%+1,65313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,865$2.14M0.31%+15,96613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,359$2.1M0.05%+6,45813F-HRTimeline
Greenwich Wealth Management LLC27,613$2.04M0.1%+52213F-HRTimeline
Certified Advisory Corp27,581$2.04M0.21%+9,22013F-HRTimeline
RAM Investment Partners, LLC27,227$2.02M0.42%+2,13313F-HRTimeline
UMB Bank, n.a.27,087$2M0.03%+1413F-HR/ATimeline
Financial Engines Advisors L.L.C.26,996$2M<0.01%-5,88213F-HRTimeline
NWAM LLC26,632$1.96M0.11%+1,29413F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,965$1.92M0.05%+19,45313F-HRTimelineGroup
Private Wealth Management Group, LLC25,732$1.9M0.63%+2,12513F-HRTimeline
Bison Wealth, LLC25,648$1.9M0.15%-2,19313F-HRTimeline
North Ridge Wealth Advisors, Inc.25,633$1.9M1.17%+4,10713F-HRTimeline
Brown Financial Advisory25,603$1.89M1.05%013F-HRTimeline
FLOW TRADERS U.S. LLC25,166$1.86M0.07%new13F-HRTimeline
Milestone Asset Management Group, LLC24,728$1.83M1.36%+63013F-HRTimeline
Prosperity Planning, Inc.24,337$1.8M0.52%+1,29613F-HRTimeline
Wealthstream Advisors, Inc.24,334$1.8M0.3%+2,07313F-HRTimeline
Nova R Wealth, Inc.23,792$1.76M0.82%+21913F-HRTimeline
Fonville Wealth Management LLC23,534$1.74M0.44%013F-HRTimeline
Advyzon Investment Management, LLC22,701$1.68M0.37%+10,01413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,700$1.68M<0.01%+8,80013F-HRTimeline
Balance Wealth Partners LLC22,501$1.67M0.98%-1,60313F-HRTimeline
Evanson Asset Management, LLC22,463$1.66M0.1%+25813F-HRTimeline
Clearwater Capital Advisors, LLC22,159$1.64M0.15%-9,00613F-HRTimeline
Laird Norton Wetherby Wealth Management…21,850$1.62M0.07%13F-HRTimeline
LAM GROUP, INC.21,270$1.57M1.05%+36513F-HRTimeline
Pacific Asset Management, LLC21,175$1.57M1.26%+99313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.20,893$1.55M0.61%+2313F-HRTimeline
Global Retirement Partners, LLC20,800$1.54M0.04%13F-HRTimeline
Clear Point Advisors Inc.20,376$1.51M1.27%+2,53213F-HRTimeline
SOL Capital Management CO20,243$1.5M0.15%-2,01613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,936$1.48M0.03%+1,11513F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC19,823$1.47M1.32%-22213F-HRTimeline
NorthCrest Asset Manangement, LLC19,695$1.46M0.04%+64113F-HRTimeline
Rialto Wealth Management, LLC19,696$1.46M0.41%+36013F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,613$1.45M0.28%-39413F-HRTimeline
Eaton-Cambridge Inc.19,363$1.43M0.54%+60813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC19,140$1.42M0.26%+6,35013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,113$1.41M0.01%+4,47513F-HRTimelineGroup
Good Life Advisors, LLC19,016$1.41M0.09%+78213F-HRTimeline
Life Planning Partners, Inc18,896$1.4M1.11%+2,46613F-HRTimeline
SageView Advisory Group, LLC18,591$1.38M0.05%-29313F-HRTimeline
Avant Financial Advisors LLC18,624$1.38M1.14%+69213F-HRTimeline
Crossmark Global Holdings, Inc.18,072$1.34M0.02%-86213F-HRTimeline
LRI Investments, LLC17,675$1.31M0.11%-57913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,674$1.31M<0.01%-1,03113F-HRTimelineGroup
Truepoint, Inc.17,159$1.27M0.03%-69513F-HRTimeline
PRIVATE TRUST CO NA17,099$1.27M0.12%+1,66513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,962$1.26M<0.01%+2,80213F-HRTimelineGroup
Aurelius Family Office LLC16,669$1.23M0.58%-61513F-HRTimeline
TOWNSQUARE CAPITAL LLC16,667$1.23M0.12%-3,16913F-HRTimeline
Pinnacle Financial Partners Inc16,590$1.23M0.03%013F-HRTimeline
Seed Wealth Management, Inc.16,065$1.19M0.89%-60013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,802$1.17M0.1%+1,65213F-HRTimeline
Magnus Financial Group LLC15,561$1.15M0.1%+20713F-HRTimeline
Wealthfront Advisers LLC15,521$1.15M<0.01%-1,14913F-HRTimeline
USAdvisors Wealth Management, LLC15,390$1.14M0.42%+16613F-HRTimeline
Betterment LLC15,268$1.13M<0.01%+1,12613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,982$1.11M<0.01%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC14,609$1.08M0.11%-4,10313F-HRTimelineGroup
Leading Edge Financial Planning LLC14,601$1.08M0.3%+1,95313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,946$1.03M0.05%+11713F-HRTimeline
Clear Creek Financial Management, LLC13,566$1M0.1%+9,29713F-HRTimeline
Financial Futures Ltd Liability Co.13,506$1000K0.54%-2,77213F-HRTimeline
EVOKE WEALTH, LLC13,432$994K0.02%+4113F-HRTimeline
Ridgeline Wealth, LLC13,178$975K0.8%+2,46713F-HRTimeline
Steward Partners Investment Advisory, L…12,789$947K0.01%+6,31513F-HRTimeline
Lion Street Advisors, LLC12,732$942K0.29%+1,34713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,643$936K0.59%+5,98913F-HRTimeline
Clarion Wealth Managment Partners, LLC12,562$930K1.02%13F-HRTimeline
WEDBUSH SECURITIES INC12,522$927K0.03%+3,33613F-HRTimeline
Trademark Financial Management, LLC12,444$921K0.56%+6,98113F-HRTimeline
Paragon Advisors, LLC12,102$896K0.23%-1,62613F-HRTimeline
GEM Asset Management, LLC11,695$860K0.44%+28313F-HRTimeline
Ifrah Financial Services, Inc.11,556$855K0.23%-13813F-HRTimeline
Hardin Capital Partners, LLC11,519$852K0.5%+2,45413F-HRTimeline
Glenview Trust Co11,489$850K0.01%013F-HRTimeline
Breakwater Capital Group11,457$848K0.14%+1,19513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,378$842K0.01%-17613F-HRTimelineGroup
Tillman Hartley LLC11,320$838K0.24%013F-HRTimeline
Allodium Investment Consultants, LLC11,173$827K0.52%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,043$817K0.02%-55,48213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,792$799K<0.01%-1,84413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,370$767K0.01%-3,82813F-HRTimelineGroup
Camarda Financial Advisors, LLC9,677$716K0.28%+19313F-HRTimeline
EnRich Financial Partners LLC9,584$709K0.22%new13F-HRTimeline
Bridgewealth Advisory Group, LLC9,091$673K0.17%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,044$669K<0.01%-1,31613F-HRTimelineGroup
Visionary Horizons, LLC8,980$665K0.42%-43813F-HRTimeline
Decker Retirement Planning Inc.8,964$663K0.38%+4913F-HRTimeline
Integrity Wealth Solutions LLC8,947$662K0.32%new13F-HRTimeline
MN Wealth Advisors, LLC8,650$640K0.37%+25713F-HRTimeline
Ausdal Financial Partners, Inc.8,554$633K0.04%-18513F-HRTimeline
Activest Wealth Management8,524$631K0.15%+3113F-HRTimeline
Cloud Capital Management, LLC8,383$621K0.39%+6,17913F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,332$617K0.47%-27313F-HRTimeline
Park Square Financial Group, LLC8,252$611K0.44%+6,62213F-HRTimeline
Joseph P. Lucia & Associates, LLC8,211$608K0.25%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC8,176$605K0.05%+3,89813F-HR/ATimeline
CWA Asset Management Group, LLC8,086$598K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp7,989$591K0.08%+13113F-HRTimeline
Atria Investments, Inc7,943$588K0.01%+3,20113F-HRTimeline
Horan Securities, Inc.7,626$564K0.2%new13F-HRTimeline
DIVERSIFIED TRUST CO7,560$560K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC7,380$546K0.22%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,011$519K<0.01%+16613F-HRTimelineGroup
Avior Wealth Management, LLC7,000$518K0.02%+413F-HRTimeline
KKM Financial LLC6,848$507K0.18%-1,13813F-HRTimeline
FMR LLCin group FMR LLC6,776$502K<0.01%+4,10013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC6,684$495K0.24%+11213F-HRTimeline
TFB Advisors LLC6,673$494K0.13%+98913F-HRTimeline
Integrated Wealth Concepts LLC6,649$492K<0.01%-4313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,596$488K0.05%-37613F-HRTimeline
Merit Financial Group, LLC6,502$481K0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…6,302$466K0.32%+74213F-HRTimeline
Bank of Marin6,273$464K0.35%new13F-HRTimeline
Aprio Wealth Management, LLC6,265$464K0.05%+2513F-HRTimeline
Cornerstone Capital, Inc.6,146$455K0.05%-5,57513F-HRTimeline
Quantinno Capital Management LP6,013$445K<0.01%+1,95413F-HRTimeline
Accelerate Investment Advisors LLC6,013$445K0.33%-18513F-HRTimeline
KFA Private Wealth Group, LLC5,812$430K0.13%-60513F-HRTimeline
Alpha Financial Advisors, LLC5,724$424K0.16%013F-HRTimeline
ASPIRIANT, LLC5,570$412K0.01%013F-HRTimeline
RMR Wealth Builders5,511$408K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,496$407K0.01%+26213F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,459$404K0.01%+1,00313F-HRTimeline
New Dimensions Wealth Management, LLC5,396$399K0.36%013F-HRTimeline
L & S Advisors Inc5,393$399K0.04%013F-HRTimeline
Parcion Private Wealth LLC5,390$399K0.03%013F-HRTimeline
Atala Financial Inc5,249$388K0.27%013F-HRTimeline
TFO Wealth Partners, LLC5,217$386K0.07%new13F-HRTimeline
PFG Investments, LLC5,133$380K0.02%+6013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,112$378K0.14%new13F-HRTimeline
Asset Dedication, LLC5,096$377K0.03%+1,17313F-HRTimeline
Intelligent Financial Strategies5,090$377K0.2%013F-HRTimeline
Ruedi Wealth Management, Inc.5,065$375K0.11%+4,96313F-HRTimeline
Allworth Financial LP5,055$374K<0.01%+28113F-HRTimeline
Sprinkle Financial Consultants LLC4,944$366K0.22%+8313F-HRTimeline
Stonebrook Private Inc.4,942$366K0.09%+1213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,839$358K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,778$354K<0.01%-11913F-HRTimelineGroup
Cetera Investment Advisers4,756$352K<0.01%+86813F-HRTimeline
Mesirow Financial Investment Management…4,681$346K0.01%new13F-HRTimeline
Oceanside Advisors LLC4,660$345K0.23%+1813F-HRTimeline
GTS SECURITIES LLC4,574$339K0.02%new13F-HRTimeline
Stonehearth Capital Management, LLC4,442$329K0.14%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$328K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,348$322K<0.01%-4,85313F-HRTimeline
Savvy Advisors, Inc.4,298$318K0.02%-82713F-HRTimeline
EWG Elevate Inc.4,188$310K0.1%new13F-HRTimeline
Almanack Investment Partners, LLC.4,125$305K0.05%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$299K0.07%013F-HRTimeline