Skip to content
Disclosery

AVDE AMERICAN CENTY ETF TR

Follow

SHS (fund)

511 managers (515 13F filers) reported a position in AVDE shares at 2025-09-30, 102,776,055 shares in all. 53 filers opened a position and 36 filers sold out during the quarter.

Managers
511
13F filers
515
New
53
Added
237
Reduced
135
Sold out
36
Shares held by filers
102,776,055

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Farther Finance Advisors, LLC51,161$4.04M0.06%-1,91513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP51,058$4.03M1%+20,18513F-HRTimelineGroup
Orion Capital Management LLC50,977$4.02M1.4%+2,01213F-HRTimeline
Petros Family Wealth, LLC50,845$4.01M3.36%+2,42513F-HRTimeline
Armbruster Capital Management, Inc.49,427$3.9M0.66%+6,57513F-HRTimeline
Cypress Point Wealth Management, LLC48,885$3.86M0.78%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC48,722$3.84M1%-26,10813F-HRTimeline
Family Office Research LLC48,586$3.83M1.68%+7413F-HRTimeline
AE Wealth Management LLC48,018$3.79M0.02%+12,27313F-HRTimeline
Advyzon Investment Management, LLC47,714$3.76M0.65%+25,01313F-HRTimeline
Greenwich Wealth Management LLC47,666$3.76M0.19%+20,05313F-HRTimeline
Grove Bank & Trust46,890$3.7M0.43%+12,46113F-HRTimeline
Abacus Planning Group, Inc.46,825$3.69M0.51%013F-HRTimeline
Paul R. Ried Financial Group, LLC45,682$3.6M1.82%-25313F-HRTimeline
COMERICA BANK45,552$3.59M0.01%-7313F-HRTimeline
Arcadia Wealth Management, Inc.45,516$3.59M2.18%+2,01613F-HRTimeline
Falcon Wealth Planning45,086$3.56M0.32%-4,74313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.44,581$3.52M1.09%-79113F-HRTimeline
Clarion Wealth Managment Partners, LLC44,460$3.51M3.46%+31,89813F-HRTimeline
Austin Asset Management Co Inc44,360$3.5M0.64%-81513F-HRTimeline
IHT Wealth Management, LLC44,036$3.47M0.09%+7,03713F-HRTimeline
Outbound Financial Inc43,685$3.45M2.81%-35513F-HRTimeline
Plum Street Advisors, LLC43,350$3.42M1.32%-21313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,559$3.39M0.34%+1213F-HRTimeline
Herold Advisors, Inc.42,430$3.35M0.78%+58513F-HRTimeline
D.A. DAVIDSON & CO.42,172$3.33M0.02%-2,63113F-HRTimeline
MOTCO41,944$3.31M0.3%-3413F-HRTimeline
Aspen Capital Management, LLC41,633$3.28M0.84%013F-HRTimeline
Meredith Wealth Planning40,913$3.23M1.02%+4,50913F-HRTimeline
Accredited Wealth Management, LLC9,050$3.22M2.42%-28,31713F-HRTimeline
Mattson Financial Services, LLC40,334$3.18M0.76%+1,63413F-HRTimeline
MAI Capital Management39,957$3.15M0.02%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.39,529$3.12M2.57%+6,88913F-HRTimeline
Allworth Financial LP39,424$3.11M0.01%+34,36913F-HRTimeline
Orion Porfolio Solutions, LLC39,134$3.09M0.02%-22,49813F-HRTimeline
QUARRY HILL ADVISORS, LLC38,709$3.05M1.57%-38913F-HRTimeline
Clear Creek Financial Management, LLC38,480$3.04M0.26%+24,91413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC38,323$3.02M0.4%+9,45813F-HRTimeline
Paladin Wealth, LLC37,703$2.97M2.16%+5,64913F-HRTimeline
AIRE ADVISORS, LLC37,467$2.96M0.54%-11213F-HRTimeline
Prospect Financial Group LLC36,917$2.91M2.84%-4613F-HRTimeline
Cascade Financial Partners, LLC36,623$2.89M0.33%-70013F-HRTimeline
ARK & TLK INVESTMENTS, LLC36,133$2.85M0.9%+63713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…35,847$2.83M0.6%-1,51013F-HRTimeline
Certified Advisory Corp35,052$2.77M0.26%+7,47113F-HRTimeline
Golden State Wealth Management, LLC35,032$2.76M0.31%-3,14213F-HRTimeline
Tortoise Investment Management, LLC34,735$2.74M0.24%-6013F-HRTimeline
Sterneck Capital Management, LLC34,607$2.73M1.27%-14413F-HRTimeline
SJS Investment Consulting Inc.34,498$2.72M0.37%-50613F-HRTimeline
Heirloom Wealth Management34,330$2.71M0.65%new13F-HRTimeline
Accordant Advisory Group Inc33,768$2.66M1.81%-58613F-HRTimeline
Haven Private, LLC33,621$2.65M1.17%+69813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC33,013$2.6M0.06%+4,65413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC32,633$2.57M0.62%013F-HRTimeline
Sunpointe, LLC30,322$2.39M0.86%013F-HRTimeline
L.K. Benson & Company, P.C.30,320$2.39M1.29%+5213F-HRTimeline
Payne Capital LLC30,134$2.38M2.41%13F-HRTimeline
Level Financial Advisors29,763$2.35M0.66%-64813F-HRTimeline
Global Retirement Partners, LLC29,630$2.34M0.05%+8,83013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp29,527$2.33M0.11%-28,96413F-HRTimelineGroup
Factor Wealth Management LTD29,472$2.33M0.58%+15613F-HRTimeline
Cetera Trust Company, N.A29,437$2.32M1.3%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC29,289$2.31M0.71%new13F-HRTimeline
CAP Partners, LLC29,220$2.31M1.31%+31513F-HRTimeline
Transcendent Capital Group LLC28,494$2.25M1.01%-1,06513F-HRTimeline
LexAurum Advisors, LLC28,085$2.22M0.31%-16,44913F-HRTimeline
Wealthstream Advisors, Inc.27,544$2.17M0.33%+3,21013F-HRTimeline
NWAM LLC27,141$2.16M0.12%+50913F-HR/ATimeline
UMB Bank, n.a.27,185$2.14M0.03%+9813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAM Investment Partners, LLC26,477$2.09M0.39%-75013F-HRTimeline
North Ridge Wealth Advisors, Inc.26,165$2.06M1.18%+53213F-HRTimeline
Financial Engines Advisors L.L.C.25,898$2.04M<0.01%-1,09813F-HRTimeline
Private Wealth Management Group, LLC25,732$2.03M0.56%013F-HRTimeline
Brown Financial Advisory25,603$2.02M1.06%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,565$2.02M0.01%+6,45213F-HRTimelineGroup
Milestone Asset Management Group, LLC25,447$2.01M1.26%+71913F-HRTimeline
Prosperity Planning, Inc.25,336$2M0.54%+99913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC25,113$1.98M0.34%+5,97313F-HRTimeline
Nova R Wealth, Inc.24,289$1.92M0.81%+49713F-HRTimeline
Fonville Wealth Management LLC23,534$1.86M0.42%013F-HRTimeline
Glenview Trust Co23,381$1.84M0.03%+11,89213F-HRTimeline
Balance Wealth Partners LLC23,209$1.83M0.45%+70813F-HRTimeline
Evanson Asset Management, LLC22,463$1.77M0.1%013F-HRTimeline
Clearwater Capital Advisors, LLC22,420$1.77M0.15%+26113F-HRTimeline
Berman McAleer LLC22,266$1.76M0.25%13F-HRTimeline
Pacific Asset Management, LLC22,204$1.75M1.19%+1,02913F-HRTimeline
Laird Norton Wetherby Wealth Management…21,850$1.72M0.07%013F-HRTimeline
Betterment LLC21,494$1.7M<0.01%+6,22613F-HRTimeline
LAM GROUP, INC.21,475$1.69M1.05%+20513F-HRTimeline
NorthCrest Asset Manangement, LLC21,171$1.68M0.04%+1,47613F-HRTimeline
A4 Wealth Advisors LLC21,092$1.66M1.4%13F-HRTimeline
Clear Point Advisors Inc.20,863$1.65M1.28%+48713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.20,828$1.64M0.59%-6513F-HRTimeline
Life Planning Partners, Inc20,625$1.63M1.19%+1,72913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,321$1.6M0.03%+38513F-HRTimelineGroup
SOL Capital Management CO20,121$1.59M0.14%-12213F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,613$1.55M0.25%013F-HRTimeline
Strategic Wealth Partners, Ltd.19,581$1.54M0.12%new13F-HRTimeline
PRIVATE TRUST CO NA19,527$1.54M0.14%+2,42813F-HRTimeline
Wealthfront Advisers LLC19,263$1.52M<0.01%+3,74213F-HRTimeline
Avant Financial Advisors LLC19,190$1.51M1.14%+56613F-HRTimeline
PFG Private Wealth Management, LLC19,001$1.5M0.67%new13F-HRTimeline
Integrity Wealth Solutions LLC19,001$1.5M0.67%+10,05413F-HRTimeline
Eaton-Cambridge Inc.18,847$1.49M0.52%-51613F-HRTimeline
Rialto Wealth Management, LLC18,793$1.48M0.38%-90313F-HRTimeline
COZAD ASSET MANAGEMENT INC18,687$1.47M0.12%+10,51113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC18,615$1.47M1.24%-1,20813F-HRTimeline
SageView Advisory Group, LLC18,576$1.47M0.05%-1513F-HRTimeline
Integrity Investment Advisors, LLC18,369$1.45M0.96%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,350$1.45M0.12%+16,16013F-HRTimeline
Steward Partners Investment Advisory, L…17,836$1.41M0.01%+5,04713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,757$1.4M<0.01%+8313F-HRTimelineGroup
LRI Investments, LLC17,675$1.39M0.11%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,364$1.37M<0.01%+40213F-HRTimelineGroup
Truepoint, Inc.17,215$1.36M0.03%+5613F-HRTimeline
Pinnacle Financial Partners Inc16,903$1.33M0.03%+31313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,263$1.28M<0.01%+1,28113F-HRTimelineGroup
Atria Investments, Inc16,257$1.28M0.01%+8,31413F-HRTimeline
Seed Wealth Management, Inc.16,065$1.27M0.88%013F-HRTimeline
Vise Technologies, Inc.15,948$1.26M0.05%-30,21713F-HRTimeline
Aurelius Family Office LLC15,931$1.26M0.56%-73813F-HRTimeline
Leading Edge Financial Planning LLC15,565$1.23M0.31%+96413F-HRTimeline
Magnus Financial Group LLC15,479$1.22M0.1%-8213F-HRTimeline
USAdvisors Wealth Management, LLC15,437$1.22M0.42%+4713F-HRTimeline
Quantinno Capital Management LP14,683$1.16M<0.01%+8,67013F-HRTimeline
EVOKE WEALTH, LLC14,455$1.14M0.02%+1,02313F-HRTimeline
WEDBUSH SECURITIES INC14,013$1.11M0.04%+1,49113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,943$1.1M0.05%-313F-HRTimeline
Financial Futures Ltd Liability Co.13,631$1.08M0.52%+12513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,592$1.07M0.08%-2,21013F-HRTimeline
Trademark Financial Management, LLC13,442$1.06M0.62%+99813F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,276$1.05M0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.13,068$1.03M0.05%+4,51413F-HRTimeline
Breakwater Capital Group12,864$1.01M0.15%+1,40713F-HRTimeline
GTS SECURITIES LLC12,828$1.01M0.04%+8,25413F-HRTimeline
Ridgeline Wealth, LLC12,825$1.01M0.75%-35313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,818$1.01M0.57%+17513F-HRTimeline
Hardin Capital Partners, LLC12,308$971K0.52%+78913F-HRTimeline
Merit Financial Group, LLC12,173$960K0.01%+5,67113F-HR/ATimeline
CWA Asset Management Group, LLC11,891$938K0.03%+3,80513F-HRTimeline
Crossmark Global Holdings, Inc.11,785$930K0.01%-6,28713F-HRTimeline
GEM Asset Management, LLC11,652$925K0.44%-4313F-HRTimeline
FMR LLCin group FMR LLC11,632$918K<0.01%+4,85613F-HRTimelineGroup
Bridgewealth Advisory Group, LLC11,531$910K0.21%+2,44013F-HRTimeline
Ifrah Financial Services, Inc.11,486$906K0.23%-7013F-HRTimeline
Tillman Hartley LLC11,320$893K0.23%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,294$891K0.01%-8413F-HRTimelineGroup
Greenspring Advisors, LLC11,264$889K0.16%13F-HRTimeline
Cetera Investment Advisers11,233$886K<0.01%+6,47713F-HRTimeline
Allodium Investment Consultants, LLC11,173$882K0.5%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,038$871K0.02%-513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,792$851K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC10,741$847K0.07%-3,86813F-HRTimelineGroup
Decker Retirement Planning Inc.10,302$813K0.45%+1,33813F-HRTimeline
TFO Wealth Partners, LLC9,839$776K0.13%+4,62213F-HRTimeline
EnRich Financial Partners LLC9,647$761K0.22%+6313F-HRTimeline
Paragon Advisors, LLC9,396$741K0.19%-2,70613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,276$732K0.01%-1,09413F-HRTimelineGroup
Camarda Financial Advisors, LLC9,263$731K0.27%-41413F-HRTimeline
Consolidated Portfolio Review Corp9,204$726K0.09%+1,21513F-HRTimeline
Mendota Financial Group, LLC9,184$725K0.54%+5,22113F-HRTimeline
MN Wealth Advisors, LLC9,134$721K0.39%+48413F-HRTimeline
Visionary Horizons, LLC9,025$712K0.4%+4513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,855$699K0.04%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,690$686K<0.01%-35413F-HRTimelineGroup
PALO ALTO WEALTH ADVISORS, LLC8,490$684K0.2%new13F-HRTimeline
Cloud Capital Management, LLC8,383$661K0.35%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,332$657K0.48%013F-HRTimeline
Accurate Wealth Management, LLC8,203$645K0.09%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC7,936$626K0.24%-27513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,871$621K<0.01%+4,93613F-HRTimeline
DIVERSIFIED TRUST CO7,560$596K0.01%013F-HRTimeline
Bank of Marin7,484$590K0.42%+1,21113F-HRTimeline
Janney Montgomery Scott LLC7,479$590K<0.01%+3,49313F-HRTimeline
Tanglewood Legacy Advisors, LLC7,380$582K0.22%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,047$556K0.02%+3,40213F-HRTimelineGroup
KKM Financial LLC7,020$554K0.17%+17213F-HRTimeline
TFB Advisors LLC7,015$552K0.16%+34213F-HRTimeline
Avior Wealth Management, LLC6,973$550K0.02%-2713F-HRTimeline
Navigoe, LLC6,751$532K0.34%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,684$527K0.25%013F-HRTimeline
Sowell Financial Services LLC6,683$527K0.02%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,375$503K0.05%-22113F-HRTimeline
Fort Vancouver Investment Management, L…6,302$497K0.28%013F-HRTimeline
Aprio Wealth Management, LLC6,265$494K0.05%013F-HRTimeline
Cornerstone Capital, Inc.6,146$485K0.05%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,113$482K<0.01%-89813F-HRTimelineGroup
Accelerate Investment Advisors LLC6,004$474K0.32%-913F-HRTimeline
Integrated Wealth Concepts LLC5,938$469K<0.01%-71113F-HRTimeline
ASPIRIANT, LLC5,570$439K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC5,512$435K0.12%-30013F-HRTimeline
RMR Wealth Builders5,511$435K0.04%013F-HRTimeline
New Dimensions Wealth Management, LLC5,396$426K0.37%013F-HRTimeline
L & S Advisors Inc5,393$426K0.04%013F-HRTimeline
Parcion Private Wealth LLC5,390$425K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,363$423K0.02%new13F-HRTimeline
Alpha Financial Advisors, LLC5,322$420K0.15%-40213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,321$420K0.01%-17513F-HRTimelineGroup
Atala Financial Inc5,249$414K0.26%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,132$405K0.13%+2013F-HRTimeline