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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

669 managers (677 13F filers) reported a position in AVDE shares at 2026-03-31, 147,257,898 shares in all. 74 filers opened a position and 16 filers sold out during the quarter.

Managers
669
13F filers
677
New
74
Added
341
Reduced
174
Sold out
16
Shares held by filers
147,257,898

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FSA Investment Group, LLC99,742$8.46M3.41%new13F-HRTimeline
Annandale Capital, LLC95,262$8.08M1.33%-8,45513F-HRTimeline
REDW Wealth LLC93,746$7.95M3.17%+24,85113F-HRTimeline
Chicago Partners Investment Group LLC87,598$7.82M0.17%+40113F-HRTimeline
Sequoia Financial Advisors, LLC91,265$7.74M0.04%013F-HRTimeline
LANE BROTHERS & CO INC90,574$7.68M5.6%-2,34413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.89,788$7.62M2.15%-2,29713F-HRTimeline
Independent Advisor Alliance89,535$7.6M0.08%new13F-HRTimeline
AGH Wealth Advisors, LLC89,115$7.56M5.57%-29,76413F-HRTimeline
Burk Holdings LLC88,797$7.53M3.23%+2,91513F-HRTimeline
Larson Financial Group LLC88,518$7.51M0.24%-3,66313F-HRTimeline
Heritage Family Offices, LLP86,867$7.37M3.27%+74,55513F-HRTimeline
Holcombe Financial, Inc.86,639$7.35M4.32%+9,99613F-HRTimeline
Lifestyle Asset Management, Inc.86,321$7.32M2.39%+10,11313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,224$7.32M0.01%-1,613,77613F-HRTimelineGroup
Western Reserve Capital Management, LLC83,032$7.04M5.78%+2,47513F-HRTimeline
Orion Capital Management LLC82,763$7.02M2.42%+28,39513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC82,374$7M1.94%+2,75013F-HRTimeline
Integrity Investment Advisors, LLC81,429$6.91M3.75%+20,57713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS81,237$6.89M6.15%13F-HRTimeline
Great Point Wealth Advisors, LLC80,858$6.86M1.27%-1,55513F-HRTimeline
Cornerstone Wealth Management, LLC80,406$6.82M0.34%-2,99013F-HRTimeline
Nicholson Meyer Capital Management, Inc.79,944$6.78M5.2%new13F-HRTimeline
CoreCap Advisors, LLC79,876$6.78M0.23%+4,70013F-HRTimeline
Midwestern Financial, LLC /IA79,477$6.74M5.3%+5,82313F-HRTimeline
Greenspring Advisors, LLC78,756$6.68M0.41%+40313F-HRTimeline
Petros Family Wealth, LLC78,446$6.66M4.74%+7,53613F-HRTimeline
E-Wealth Partners, LLC78,344$6.65M5.39%+5,05613F-HRTimeline
Lakeridge Wealth Management LLC77,877$6.61M2.84%+2,75313F-HRTimeline
Madrid Wealth Management, LLC77,618$6.59M4.97%+15,30513F-HR/ATimeline
FMB WEALTH MANAGEMENT76,358$6.48M2.68%+4,75013F-HRTimeline
marrick wealth, LLC76,184$6.46M5.44%-43613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC76,058$6.45M0.03%-51013F-HRTimelineGroup
Greenwich Wealth Management LLC75,697$6.42M0.26%+15,69813F-HRTimeline
SAX WEALTH ADVISORS, LLC77,627$6.39M0.31%013F-HRTimeline
Mariner, LLCin group Mariner, LLC74,651$6.33M0.01%+16,02313F-HRTimelineGroup
Wedmont Private Capital70,861$6.33M0.2%+12713F-HRTimeline
Ferguson Johnson Wealth Management Inc73,274$6.22M5.04%+69013F-HRTimeline
Brown Financial Advisors73,045$6.2M2.35%-1,59113F-HRTimeline
Ariadne Wealth Management, LP73,041$6.2M2.78%+21113F-HRTimeline
Certified Advisory Corp71,883$6.1M0.55%+1,88513F-HRTimeline
Waterfront Wealth Inc.70,636$5.99M1.1%+9,86413F-HRTimeline
True North Advisors, LLC69,882$5.93M0.68%+64,81613F-HRTimeline
Legacy Wealth Management, LLC / MS65,445$5.55M1.58%new13F-HRTimeline
IHT Wealth Management, LLC65,086$5.52M0.13%+14,12713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC64,758$5.51M0.2%+52,99313F-HRTimelineGroup
Meredith Wealth Planning64,897$5.51M1.49%+25,13813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC64,694$5.49M0.69%+24,67113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …63,837$5.42M0.31%+1,01713F-HRTimeline
Altar Rock LLC63,049$5.35M6.28%+56913F-HRTimeline
BLVD Private Wealth, LLC62,207$5.28M4.59%+16113F-HRTimeline
Owl Creek Wealth Partners LLC61,300$5.2M1.85%13F-HRTimeline
True Wealth Design, LLC60,430$5.13M1.42%+6113F-HRTimeline
Advisory Services Network, LLC59,902$5.08M0.07%+2,08513F-HRTimeline
Global Strategic Investment Solutions, …58,711$4.98M0.49%-6,37313F-HRTimeline
ARK & TLK INVESTMENTS, LLC58,631$4.97M1.35%+7,67713F-HRTimeline
StrongBox Wealth, LLC58,444$4.96M1.59%+20,18613F-HRTimeline
McCartney Wealth Management LLC58,339$4.95M4.17%+44913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC58,196$4.94M1.97%-1,21813F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,130$4.93M0.12%+33,17213F-HRTimeline
SJS Investment Consulting Inc.57,857$4.91M0.6%+20,26413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC57,749$4.9M0.84%+10,41913F-HRTimeline
Advyzon Investment Management, LLC55,659$4.72M0.42%+5,80813F-HRTimeline
Grove Bank & Trust55,028$4.67M0.53%+2,97113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP54,809$4.65M1.16%013F-HRTimelineGroup
Evensky & Katz LLC54,276$4.61M0.26%-28013F-HRTimeline
ANDERSON HOAGLAND & CO53,989$4.58M0.39%-5,35013F-HRTimeline
Glenview Trust Co53,612$4.55M0.07%+25,00813F-HRTimeline
Arcadia Wealth Management, Inc.52,693$4.47M2.42%+3,56413F-HRTimeline
Wheels Up Wealth, Inc.52,599$4.46M4.19%-3,91013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,497$4.45M0.01%new13F-HRTimelineGroup
Symmetry Partners, LLC52,185$4.43M0.25%-68813F-HRTimeline
Flagstone Financial Management51,461$4.37M1.08%-1,44313F-HRTimeline
Capstone Wealth Management, Inc.49,862$4.29M3.64%+4,65113F-HRTimeline
Paladin Wealth, LLC50,359$4.27M2.94%+4,67113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC50,271$4.26M0.46%-5,18113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,210$4.22M0.03%+9,17013F-HRTimelineGroup
Family Office Research LLC49,479$4.2M1.82%-51613F-HRTimeline
Cypress Point Wealth Management, LLC49,430$4.19M0.9%-3913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,199$4.17M<0.01%+31,67613F-HRTimelineGroup
Armbruster Capital Management, Inc.49,011$4.16M0.68%-1,35013F-HRTimeline
Merited Wealth, LLC48,752$4.14M3.43%+26,79313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,592$4.04M0.09%-9,61513F-HRTimelineGroup
Paul R. Ried Financial Group, LLC47,592$4.04M1.88%+2,10913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC47,376$4.02M3.73%+45513F-HRTimeline
Herold Advisors, Inc.46,426$3.94M0.87%+2,57913F-HRTimeline
Heirloom Wealth Management46,017$3.9M0.7%+8,95613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,458$3.8M0.34%-10113F-HRTimeline
Clear Creek Financial Management, LLC44,084$3.74M0.29%+3,52013F-HRTimeline
Networth Advisors, LLC44,023$3.73M2.64%+3,68513F-HRTimeline
Falcon Wealth Planning43,599$3.7M0.25%-1,52813F-HRTimeline
Valued Wealth Advisors LLC43,531$3.69M1.5%-14,36913F-HRTimeline
Plum Street Advisors, LLC43,267$3.67M1.27%-49513F-HRTimeline
Outbound Financial Inc42,788$3.63M2.72%-32813F-HRTimeline
MOTCO42,685$3.62M0.34%+3,11213F-HRTimeline
Cauble & Harre Wealth Management, Inc.39,623$3.6M2.87%+11,96413F-HRTimeline
Vise Technologies, Inc.43,565$3.59M0.07%013F-HRTimeline
Integrity Wealth Solutions LLC41,927$3.56M1.4%+10,12413F-HRTimeline
Tortoise Investment Management, LLC41,812$3.55M0.29%+4,08713F-HRTimeline
QUARRY HILL ADVISORS, LLC38,585$3.51M1.45%-5413F-HRTimeline
MCF Advisors LLC40,719$3.45M0.15%-18913F-HRTimeline
Savvy Advisors, Inc.39,154$3.32M0.09%+25,45413F-HRTimeline
Prospect Financial Group LLC39,002$3.31M3.06%+2,26213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,794$3.29M<0.01%+34,90913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding38,065$3.23M+17,744Timeline
AIRE ADVISORS, LLC37,537$3.18M0.58%+613F-HRTimeline
Balance Wealth Partners LLC37,405$3.17M0.99%+9,72613F-HRTimeline
Aspen Capital Management, LLC37,271$3.16M0.78%+113F-HRTimeline
COZAD ASSET MANAGEMENT INC37,254$3.16M0.25%+9,80013F-HRTimeline
AE Wealth Management LLC37,117$3.15M0.02%+7513F-HRTimeline
Mattson Financial Services, LLC36,841$3.13M0.75%-1,13013F-HRTimeline
Austin Asset Management Co Inc36,715$3.11M0.51%-2,66513F-HRTimeline
Sterneck Capital Management, LLC36,306$3.08M1.38%+1,36813F-HRTimeline
Orion Porfolio Solutions, LLC36,009$3.06M0.03%-5,73113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC35,896$3.05M0.6%-38,95113F-HRTimeline
Approach Retirement Advisors, LLC35,670$3.03M2.52%-69213F-HRTimeline
Golden State Wealth Management, LLC35,560$3.02M0.33%-35413F-HRTimeline
NorthCrest Asset Manangement, LLC34,685$2.97M0.09%+9,91713F-HRTimeline
Accurate Wealth Management, LLC33,208$2.97M0.36%+17,85413F-HRTimeline
Milestone Asset Management Group, LLC34,972$2.97M1.73%+2,34613F-HRTimeline
LexAurum Advisors, LLC34,828$2.95M0.38%13F-HRTimeline
D.A. DAVIDSON & CO.34,193$2.9M0.02%-3,53313F-HRTimeline
Mendota Financial Group, LLC33,996$2.88M2.14%+4,54813F-HRTimeline
Betterment LLC33,849$2.87M0.01%+11,80813F-HRTimeline
Cornerstone Wealth Partners, LLC33,699$2.86M1.62%+4,31013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…33,402$2.83M0.59%-2,65213F-HRTimeline
Accordant Advisory Group Inc33,137$2.81M1.74%-21213F-HRTimeline
Haven Private, LLC33,087$2.81M1.22%-4713F-HRTimeline
Level Financial Advisors32,220$2.73M0.7%+96513F-HRTimeline
Factor Wealth Management LTD32,190$2.73M0.51%-14313F-HRTimeline
Cascade Financial Partners, LLC31,627$2.68M0.28%-1,56813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.31,621$2.68M0.77%-1,40813F-HRTimeline
L.K. Benson & Company, P.C.31,293$2.65M0.88%-14113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …30,122$2.64M0.05%+27,71713F-HRTimelineGroup
Marathon Wealth Advisors LLC30,851$2.62M1.07%-9913F-HRTimeline
Cerro Pacific Wealth Advisors LLC30,699$2.6M0.68%-60,62113F-HRTimeline
Sunpointe, LLC30,322$2.57M0.84%013F-HRTimeline
Abacus Planning Group, Inc.29,970$2.54M0.34%-15,17813F-HRTimeline
CAP Partners, LLC29,838$2.53M1.43%+88813F-HRTimeline
Cetera Trust Company, N.A29,437$2.5M1.41%013F-HRTimeline
Nova R Wealth, Inc.29,233$2.48M0.79%-2113F-HRTimeline
TFO Wealth Partners, LLC28,931$2.45M0.33%+19,08713F-HRTimeline
Financial Engines Advisors L.L.C.28,736$2.44M<0.01%+85713F-HRTimeline
Payne Capital LLC28,448$2.41M2.22%-1,74913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28,441$2.41M0.11%+47513F-HRTimelineGroup
NWAM LLC28,317$2.4M0.14%+66913F-HRTimeline
Keystone Financial Group28,195$2.39M0.16%new13F-HRTimeline
Prosperity Planning, Inc.27,935$2.37M0.6%+1,24313F-HRTimeline
UMB Bank, n.a.27,851$2.36M0.03%+40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transcendent Capital Group LLC27,673$2.35M1.07%+26713F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.28,135$2.31M2.03%-7013F-HRTimeline
UPTICK PARTNERS, LLC26,807$2.27M0.45%+7,55213F-HRTimeline
Trailhead Planners LLC26,535$2.25M2.16%-68513F-HRTimeline
RAM Investment Partners, LLC26,452$2.24M0.39%-2513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,900$2.2M<0.01%new13F-HRTimeline
Trademark Financial Management, LLC25,895$2.2M1.08%+12,15313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC25,813$2.19M0.49%-1,93013F-HRTimeline
Brown Financial Advisory25,603$2.17M1.08%013F-HRTimeline
Private Wealth Management Group, LLC25,492$2.16M0.57%-24013F-HRTimeline
ORBA Wealth Advisors, L.L.C.25,462$2.16M2.58%-21,28713F-HRTimeline
Janney Montgomery Scott LLC25,372$2.15M0.01%+16,42313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25,366$2.15M0.17%+4,83813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,228$2.14M<0.01%-11,64613F-HRTimelineGroup
Pacific Asset Management, LLC23,752$2.02M1.13%+76313F-HRTimeline
Berman McAleer LLC23,509$1.99M0.27%-58613F-HRTimeline
Evanson Asset Management, LLC23,481$1.99M0.11%+84013F-HRTimeline
Rialto Wealth Management, LLC23,408$1.99M0.45%+3,42413F-HRTimeline
Merit Financial Group, LLC23,227$1.97M0.01%+3,96513F-HRTimeline
Fonville Wealth Management LLC22,681$1.92M0.37%-85313F-HRTimeline
LAM GROUP, INC.22,550$1.91M1.05%-1,15513F-HRTimeline
Life Planning Partners, Inc22,265$1.89M1.44%+1,97413F-HRTimeline
Wealthfront Advisers LLC22,135$1.88M<0.01%-3313F-HRTimeline
WEDBUSH SECURITIES INC22,067$1.87M0.05%+2,93413F-HRTimeline
North Ridge Wealth Advisors, Inc.22,055$1.87M1.05%-4,12813F-HRTimeline
Seed Wealth Management, Inc.21,865$1.86M1.28%+1,00013F-HRTimeline
Clearwater Capital Advisors, LLC21,590$1.83M0.15%-96213F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC21,551$1.83M1.72%013F-HRTimeline
Thayer Financial, L.L.C.21,363$1.81M1.85%+65713F-HRTimeline
Smartleaf Asset Management LLC21,947$1.8M0.07%+713F-HRTimeline
Clear Point Advisors Inc.21,113$1.79M1.4%+34913F-HRTimeline
PRIVATE TRUST CO NA20,919$1.77M0.16%+46413F-HRTimeline
Tillman Hartley LLC20,641$1.75M0.44%+9,32113F-HRTimeline
Aspirean Wealth, LLC20,508$1.74M1.89%+3,68113F-HRTimeline
Avant Financial Advisors LLC19,446$1.65M1.16%+3413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,435$1.65M<0.01%+4,58513F-HRTimelineGroup
Eaton-Cambridge Inc.19,297$1.64M0.51%+1,00413F-HRTimeline
Brooklyn Investment Group19,182$1.63M0.05%+16,44613F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,176$1.63M0.11%+713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,008$1.61M0.55%+36213F-HRTimeline
SageView Advisory Group, LLC18,822$1.6M0.06%+25213F-HRTimeline
Steward Partners Investment Advisory, L…18,671$1.58M0.01%-85313F-HRTimeline
FMR LLCin group FMR LLC17,823$1.51M<0.01%+5,32113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding17,795$1.51MnewTimeline
LRI Investments, LLC17,675$1.5M0.13%013F-HRTimeline
EVOKE WEALTH, LLC17,354$1.47M0.03%+2,87013F-HRTimeline
USAdvisors Wealth Management, LLC17,836$1.47M0.49%+90913F-HRTimeline
Cogent Private Wealth, Inc.17,006$1.44M1.04%+2,51813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,917$1.44M<0.01%-29613F-HRTimelineGroup
Crusonia Wealth Advisors LLC16,905$1.43M0.3%+3413F-HRTimeline
Tandem Investment Partners LLC16,770$1.42M1.21%new13F-HRTimeline