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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

609 managers (616 13F filers) reported a position in AVDE shares at 2025-12-31, 136,698,129 shares in all. 77 filers opened a position and 16 filers sold out during the quarter.

Managers
609
13F filers
616
New
77
Added
292
Reduced
141
Sold out
16
Shares held by filers
136,698,129

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
marrick wealth, LLC76,620$6.31M5.16%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC76,568$6.3M0.02%+76313F-HRTimelineGroup
Farther Finance Advisors, LLC76,278$6.28M0.07%+25,11713F-HRTimeline
Lifestyle Asset Management, Inc.76,208$6.27M2.04%-2,78913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC75,515$6.22M<0.01%+17,33213F-HRTimelineGroup
CoreCap Advisors, LLC75,176$6.19M0.22%+14,96713F-HRTimeline
Lakeridge Wealth Management LLC75,124$6.18M2.81%-1,02413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC74,847$6.16M1.3%+26,12513F-HRTimeline
Brown Financial Advisors74,636$6.14M2.25%-4113F-HRTimeline
Midwestern Financial, LLC /IA73,654$6.06M5.02%+1,30613F-HRTimeline
E-Wealth Partners, LLC73,288$6.03M5.07%13F-HRTimeline
Ferguson Johnson Wealth Management Inc72,584$5.97M4.97%13F-HRTimeline
Wedmont Private Capital70,734$5.94M0.21%+1,04313F-HRTimeline
FMB WEALTH MANAGEMENT71,608$5.89M2.33%+4,98713F-HRTimeline
Petros Family Wealth, LLC70,910$5.84M3.89%+20,06513F-HRTimeline
Certified Advisory Corp69,998$5.76M0.53%+34,94613F-HRTimeline
REDW Wealth LLC68,895$5.67M2.16%+4,04913F-HRTimeline
Global Strategic Investment Solutions, …65,084$5.36M0.52%-21813F-HRTimeline
Waterfront Wealth Inc.60,772$5.31M1.01%+3,33513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC64,121$5.28M0.09%+31,10813F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …62,820$5.17M0.31%+1,10713F-HRTimeline
Altar Rock LLC62,480$5.14M6.16%13F-HRTimeline
Madrid Wealth Management, LLC62,313$5.13M4.16%13F-HRTimeline
BLVD Private Wealth, LLC62,046$5.11M4.45%+43713F-HRTimeline
Integrity Investment Advisors, LLC60,852$5.01M2.76%+42,48313F-HRTimeline
True Wealth Design, LLC60,369$4.97M1.46%-3,94313F-HRTimeline
PCG Wealth Advisors, LLC60,087$4.95M1.4%+1,13213F-HRTimeline
Greenwich Wealth Management LLC59,999$4.94M0.22%+12,33313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC59,829$4.93M0.88%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC59,414$4.89M2%-72113F-HRTimeline
ANDERSON HOAGLAND & CO59,339$4.88M0.42%-28913F-HRTimeline
NOVEM GROUP59,161$4.87M0.56%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC58,628$4.83M0.01%+1,04113F-HRTimelineGroup
Valued Wealth Advisors LLC57,900$4.77M2.1%-1,17713F-HRTimeline
McCartney Wealth Management LLC57,890$4.77M4.11%13F-HRTimeline
Advisory Services Network, LLC57,817$4.76M0.07%+2,94713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,207$4.71M0.11%+40813F-HRTimelineGroup
Wheels Up Wealth, Inc.56,509$4.65M4.33%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC55,452$4.56M0.52%+33413F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP54,809$4.51M1.12%+3,75113F-HRTimelineGroup
Evensky & Katz LLC54,556$4.49M0.25%-57413F-HRTimeline
Orion Capital Management LLC54,368$4.48M1.51%+3,39113F-HRTimeline
Flagstone Financial Management52,904$4.36M1.12%-43713F-HRTimeline
Symmetry Partners, LLC52,873$4.35M0.26%-2,38313F-HRTimeline
Grove Bank & Trust52,057$4.29M0.48%+5,16713F-HRTimeline
IHT Wealth Management, LLC50,959$4.19M0.1%+6,92313F-HRTimeline
ARK & TLK INVESTMENTS, LLC50,954$4.19M1.15%+14,82113F-HRTimeline
Armbruster Capital Management, Inc.50,361$4.15M0.7%+93413F-HRTimeline
Family Office Research LLC49,995$4.13M1.69%+1,40913F-HRTimeline
Advyzon Investment Management, LLC49,851$4.1M0.48%+2,13713F-HRTimeline
Cypress Point Wealth Management, LLC49,469$4.07M0.89%+58413F-HRTimeline
Arcadia Wealth Management, Inc.49,129$4.04M2.32%+3,61313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC47,330$3.9M0.66%+22,21713F-HRTimeline
COMERICA BANK47,173$3.88M0.02%+1,62113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC46,921$3.86M3.6%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.46,749$3.85M3.34%+7,22013F-HRTimeline
Paladin Wealth, LLC45,688$3.76M2.57%+7,98513F-HRTimeline
Capstone Wealth Management, Inc.45,211$3.75M3.29%13F-HRTimeline
Paul R. Ried Financial Group, LLC45,483$3.74M1.77%-19913F-HRTimeline
Abacus Planning Group, Inc.45,148$3.72M0.49%-1,67713F-HRTimeline
Falcon Wealth Planning45,127$3.71M0.31%+4113F-HRTimeline
Herold Advisors, Inc.43,847$3.61M0.81%+1,41713F-HRTimeline
Plum Street Advisors, LLC43,762$3.6M1.28%+41213F-HRTimeline
Vise Technologies, Inc.43,565$3.59M0.07%+27,61713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,559$3.58M0.34%013F-HRTimeline
Outbound Financial Inc43,116$3.55M2.76%-56913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,040$3.46M0.02%+16,47513F-HRTimelineGroup
Orion Porfolio Solutions, LLC41,740$3.44M0.03%+2,60613F-HRTimeline
MCF Advisors LLC40,908$3.37M0.19%new13F-HRTimeline
Clear Creek Financial Management, LLC40,564$3.34M0.27%+2,08413F-HRTimeline
Networth Advisors, LLC40,338$3.32M2.45%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC40,023$3.29M0.45%+1,70013F-HRTimeline
Meredith Wealth Planning39,759$3.27M0.97%-1,15413F-HRTimeline
MOTCO39,573$3.26M0.3%-2,37113F-HRTimeline
Austin Asset Management Co Inc39,380$3.24M0.53%-4,98013F-HRTimeline
QUARRY HILL ADVISORS, LLC38,639$3.18M1.48%-7013F-HRTimeline
StrongBox Wealth, LLC38,258$3.15M1.04%new13F-HRTimeline
Mattson Financial Services, LLC37,971$3.13M0.73%-2,36313F-HRTimeline
D.A. DAVIDSON & CO.37,726$3.11M0.02%-4,44613F-HRTimeline
Tortoise Investment Management, LLC37,725$3.11M0.27%+2,99013F-HRTimeline
SJS Investment Consulting Inc.37,593$3.09M0.39%+3,09513F-HRTimeline
AIRE ADVISORS, LLC37,531$3.09M0.56%+6413F-HRTimeline
Aspen Capital Management, LLC37,270$3.07M0.76%-4,36313F-HRTimeline
Heirloom Wealth Management37,061$3.05M0.71%+2,73113F-HRTimeline
AE Wealth Management LLC37,042$3.05M0.02%-10,97613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,874$3.04M<0.01%new13F-HR/ATimelineGroup
Prospect Financial Group LLC36,740$3.02M2.81%-17713F-HRTimeline
Approach Retirement Advisors, LLC36,362$2.99M2.58%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…36,054$2.97M0.61%+20713F-HRTimeline
Global Retirement Partners, LLC36,030$2.97M0.05%+6,40013F-HRTimeline
Golden State Wealth Management, LLC35,914$2.96M0.31%+88213F-HRTimeline
Sterneck Capital Management, LLC34,938$2.88M1.3%+33113F-HRTimeline
Accordant Advisory Group Inc33,349$2.75M1.89%-41913F-HRTimeline
Cascade Financial Partners, LLC33,195$2.73M0.28%-3,42813F-HRTimeline
Haven Private, LLC33,134$2.73M1.19%-48713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.33,029$2.72M0.78%-11,55213F-HRTimeline
Milestone Asset Management Group, LLC32,626$2.69M1.52%+7,17913F-HRTimeline
Factor Wealth Management LTD32,333$2.66M0.57%+2,86113F-HRTimeline
Integrity Wealth Solutions LLC31,803$2.62M1.04%+12,80213F-HRTimeline
L.K. Benson & Company, P.C.31,434$2.59M1.3%+1,11413F-HRTimeline
Level Financial Advisors31,255$2.57M0.68%+1,49213F-HRTimeline
Marathon Wealth Advisors LLC30,950$2.55M1.01%13F-HRTimeline
Sunpointe, LLC30,322$2.5M0.83%013F-HRTimeline
Payne Capital LLC30,197$2.49M2.53%+6313F-HRTimeline
Mendota Financial Group, LLC29,448$2.42M1.76%+20,26413F-HRTimeline
Cetera Trust Company, N.A29,437$2.42M1.3%013F-HRTimeline
Cornerstone Wealth Partners, LLC29,389$2.42M1.68%13F-HRTimeline
Nova R Wealth, Inc.29,254$2.41M0.88%+4,96513F-HRTimeline
CAP Partners, LLC28,950$2.38M1.35%-27013F-HRTimeline
NWAM LLC27,648$2.36M0.13%+50713F-HRTimeline
Glenview Trust Co28,604$2.35M0.04%+5,22313F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.28,205$2.32M2.16%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp27,966$2.3M0.1%-1,56113F-HRTimelineGroup
Financial Engines Advisors L.L.C.27,879$2.29M<0.01%+1,98113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC27,743$2.28M0.52%-4,89013F-HRTimeline
Balance Wealth Partners LLC27,679$2.28M0.73%+4,47013F-HRTimeline
Cauble & Harre Wealth Management, Inc.27,659$2.28M1.91%13F-HRTimeline
COZAD ASSET MANAGEMENT INC27,454$2.26M0.18%+8,76713F-HRTimeline
UMB Bank, n.a.27,444$2.26M0.03%+25913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transcendent Capital Group LLC27,406$2.26M1.02%-1,08813F-HRTimeline
Trailhead Planners LLC27,220$2.24M2.2%13F-HRTimeline
Prosperity Planning, Inc.26,692$2.2M0.57%+1,35613F-HRTimeline
RAM Investment Partners, LLC26,477$2.18M0.39%013F-HRTimeline
North Ridge Wealth Advisors, Inc.26,183$2.16M1.21%+1813F-HRTimeline
Atria Investments, Inc25,881$2.13M0.02%+9,62413F-HRTimeline
Private Wealth Management Group, LLC25,732$2.12M0.57%013F-HRTimeline
Brown Financial Advisory25,603$2.11M1.07%013F-HRTimeline
NorthCrest Asset Manangement, LLC24,768$2.08M0.05%+3,59713F-HRTimeline
U.S. Capital Wealth Advisors, LLC24,958$2.05M0.05%+11,68213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding24,157$2.03MnewTimeline
Berman McAleer LLC24,095$1.98M0.27%+1,82913F-HRTimeline
LAM GROUP, INC.23,705$1.95M1.12%+2,23013F-HRTimeline
Fonville Wealth Management LLC23,534$1.94M0.4%013F-HRTimeline
Pacific Asset Management, LLC22,989$1.89M1.14%+78513F-HRTimeline
Evanson Asset Management, LLC22,641$1.86M0.1%+17813F-HRTimeline
Clearwater Capital Advisors, LLC22,552$1.86M0.15%+13213F-HRTimeline
Wealthfront Advisers LLC22,168$1.82M<0.01%+2,90513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…22,108$1.82M0.04%new13F-HRTimelineGroup
Smartleaf Asset Management LLC21,940$1.82M0.07%+19,16713F-HRTimeline
Betterment LLC22,041$1.81M<0.01%+54713F-HRTimeline
Merited Wealth, LLC21,959$1.81M1.68%13F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC21,551$1.77M1.55%13F-HRTimeline
Seed Wealth Management, Inc.20,865$1.72M1.18%+4,80013F-HRTimeline
Clear Point Advisors Inc.20,764$1.71M1.33%-9913F-HRTimeline
Thayer Financial, L.L.C.20,706$1.7M1.8%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,528$1.69M0.13%+2,17813F-HRTimeline
PRIVATE TRUST CO NA20,455$1.68M0.15%+92813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,321$1.67M0.03%013F-HRTimelineGroup
Life Planning Partners, Inc20,291$1.67M1.28%-33413F-HRTimeline
Rialto Wealth Management, LLC19,984$1.65M0.39%+1,19113F-HRTimeline
SOL Capital Management CO19,769$1.63M0.15%-35213F-HRTimeline
Steward Partners Investment Advisory, L…19,524$1.61M0.01%+1,68813F-HRTimeline
Avant Financial Advisors LLC19,412$1.6M1.15%+22213F-HRTimeline
Merit Financial Group, LLC19,262$1.59M0.01%+7,08913F-HRTimeline
UPTICK PARTNERS, LLC19,255$1.59M0.34%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,169$1.58M0.11%-44413F-HR/ATimeline
WEDBUSH SECURITIES INC19,133$1.57M0.05%+5,12013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.18,646$1.53M0.54%-2,18213F-HRTimeline
SageView Advisory Group, LLC18,570$1.53M0.05%-613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC18,490$1.52M1.2%-12513F-HRTimeline
Eaton-Cambridge Inc.18,293$1.51M0.49%-55413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,757$1.46M<0.01%013F-HRTimelineGroup
LRI Investments, LLC17,675$1.46M0.12%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,525$1.44M0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,523$1.44M<0.01%+1,26013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,213$1.42M<0.01%-15113F-HRTimelineGroup
Truepoint, Inc.16,934$1.39M0.03%-28113F-HRTimeline
USAdvisors Wealth Management, LLC16,927$1.39M0.46%+1,49013F-HRTimeline
Crusonia Wealth Advisors LLC16,871$1.39M0.31%13F-HRTimeline
Aspirean Wealth, LLC16,827$1.39M1.51%13F-HRTimeline
Magnus Financial Group LLC16,664$1.37M0.1%+1,18513F-HRTimeline
Leading Edge Financial Planning LLC15,842$1.3M0.3%+27713F-HRTimeline
Accurate Wealth Management, LLC15,354$1.3M0.16%+7,15113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC15,520$1.28M0.69%+2,70213F-HRTimeline
Aurelius Family Office LLC15,102$1.27M0.55%-82913F-HRTimeline
Breakwater Capital Group15,330$1.26M0.18%+2,46613F-HRTimeline
EP Wealth Advisors, LLC15,249$1.26M0.01%13F-HRTimeline
A4 Wealth Advisors LLC15,243$1.25M1.09%-5,84913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,850$1.22M<0.01%new13F-HRTimelineGroup
Cogent Private Wealth, Inc.14,488$1.19M0.91%13F-HRTimeline
EVOKE WEALTH, LLC14,484$1.19M0.02%+2913F-HRTimeline
Bridgewealth Advisory Group, LLC13,904$1.14M0.25%+2,37313F-HRTimeline
CWA Asset Management Group, LLC13,869$1.14M0.04%+1,97813F-HRTimeline
Trademark Financial Management, LLC13,742$1.13M0.62%+30013F-HRTimeline
Savvy Advisors, Inc.13,700$1.13M0.04%+9,53113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC13,663$1.12M0.35%+8,53113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,443$1.11M0.08%-14913F-HRTimeline
Coquina Private Wealth LLC13,485$1.11M0.89%13F-HRTimeline
Ausdal Financial Partners, Inc.13,064$1.08M0.05%-413F-HRTimeline
Hardin Capital Partners, LLC12,917$1.06M0.5%+60913F-HRTimeline
FMR LLCin group FMR LLC12,502$1.03M<0.01%+87013F-HRTimelineGroup
GTS SECURITIES LLC12,465$1.03M0.03%-36313F-HRTimeline
Cetera Investment Advisers12,442$1.02M<0.01%+1,20913F-HRTimeline
Financial Futures Ltd Liability Co.12,436$1.02M0.47%-1,19513F-HRTimeline
GEM Asset Management, LLC12,188$1.02M0.46%+53613F-HRTimeline
Heritage Family Offices, LLP12,312$1.01M0.46%new13F-HRTimeline
Belpointe Asset Management LLC12,299$1.01M0.04%new13F-HRTimeline
Ridgeline Wealth, LLC12,001$988K0.69%-82413F-HRTimeline
EnRich Financial Partners LLC11,920$981K0.27%+2,27313F-HRTimeline
Tillman Hartley LLC11,320$932K0.23%013F-HRTimeline