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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
Marquette Asset Management, LLC497$32.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd493$32.7K<0.01%new13F-HRTimeline
EASTERN BANK462$30.6K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.406$26.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC298$19.7K<0.01%013F-HRTimeline
Kings Path Partners LLC296$19.6K0.01%+1613F-HRTimeline
Smartleaf Asset Management LLC236$15.8K<0.01%+11413F-HRTimeline
Dogwood Wealth Management LLC230$15.2K0.01%-913F-HRTimeline
SIMPLEX TRADING, LLC202$13K<0.01%-12213F-HRTimeline
AdvisorNet Financial, Inc192$12.7K<0.01%new13F-HRTimeline
BFSG, LLC190$12.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC187$12.4K<0.01%+6713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC178$11.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC147$9.74K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co142$9.41K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC148$9.08K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.135$8.95K<0.01%013F-HRTimeline
Operose Advisors LLC125$8.28K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.102$6.75K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.70$4.64K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC59$3.91K<0.01%013F-HRTimeline
Family Capital Trust Co58$3.84K<0.01%+2813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25$1.66K<0.01%+2313F-HRTimelineGroup
NorthRock Partners, LLC21$1.38K<0.01%013F-HRTimeline
Arax Advisory Partners17$1.13K<0.01%new13F-HRTimeline
Key Financial Inc17$1.13K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC16$1.06K0.02%new13F-HRTimeline
Addison Advisors LLC10$642<0.01%013F-HRTimeline
Cornerstone Planning Group LLC8$537<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1$66<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC334$11.3M-182,85813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.