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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
Copley Financial Group, Inc.4,008$297K0.22%-25613F-HRTimeline
WealthPlan Investment Management, LLC4,004$296K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC3,986$295K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC3,963$293K0.28%new13F-HRTimeline
IEQ CAPITAL, LLC3,949$292K<0.01%+4513F-HRTimeline
Lunt Capital Management, Inc.3,910$289K0.11%013F-HRTimeline
Blue Trust, Inc.3,890$288K<0.01%-63813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,843$284K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,798$281K<0.01%+71113F-HRTimeline
Jacobi Capital Management LLC3,793$281K0.02%-1513F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,653$276K0.05%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,645$270K0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,567$264K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.3,559$263K0.25%13F-HRTimeline
GC Wealth Management RIA, LLC3,551$263K0.02%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,540$262K0.16%+6013F-HRTimeline
Summit Financial Strategies, Inc.3,506$259K0.02%new13F-HRTimeline
Parkshore Wealth Management, Inc.3,493$259K0.13%-1,55313F-HRTimeline
Keudell/Morrison Wealth Management3,470$257K0.06%-41513F-HRTimeline
Accel Wealth Management3,155$234K0.08%013F-HRTimeline
Atlas Brown,Inc.3,106$230K0.07%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,064$227K0.05%new13F-HRTimeline
GWN SECURITIES INC.3,047$227K0.04%new13F-HRTimeline
Yukon Wealth Management, Inc.3,021$224K0.08%new13F-HRTimeline
Cambridge Financial Group, LLC3,000$222K0.08%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,935$217K<0.01%+1,66513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,856$211K0.01%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,797$207K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC2,773$205K0.02%+2,53713F-HRTimeline
Promus Capital, LLC2,759$204K0.13%new13F-HR/ATimeline
Clarity Asset Management, Inc.2,759$204K0.12%+10513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,737$203K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,733$202K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,190$162K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,175$161K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,147$159K0.11%+5513F-HRTimeline
Global Trust Asset Management, LLC1,787$132K0.07%013F-HRTimeline
Creative Capital Management Investments…1,775$131K0.05%+40513F-HRTimeline
WealthShield Partners, LLC1,700$126K0.02%013F-HRTimeline
Bank of New Hampshire1,614$119K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,560$115K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,537$114K<0.01%+1,51213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,508$112K<0.01%+1,10213F-HRTimelineGroup
IFP Advisors, Inc1,439$107K<0.01%-2,78413F-HRTimeline
Redwood Park Advisors LLC1,409$104K0.08%+1613F-HRTimeline
North Capital, Inc.1,400$104K0.09%013F-HRTimeline
LANARK FINANCIAL, INC.1,342$99K0.01%-413F-HRTimeline
Comprehensive Financial Planning, Inc./…1,202$89K0.07%+3313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC997$73.8K<0.01%+81013F-HRTimelineGroup
Your Advocates Ltd., LLP818$60.5K0.02%-21013F-HRTimeline
Nemes Rush Group LLC815$60.3K0.01%+19013F-HRTimeline
Crewe Advisors LLC788$58.3K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC773$57K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC717$53.1K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC648$48K<0.01%+50113F-HRTimeline
AdvisorNet Financial, Inc642$47.5K<0.01%+45013F-HRTimeline
EASTERN BANK550$40.7K<0.01%+8813F-HRTimeline
Global Wealth Strategies & Associates525$38.9K0.01%-13413F-HRTimeline
Marquette Asset Management, LLC497$36.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.433$32K0.04%13F-HRTimeline
Glassman Wealth Services336$24.9K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP317$23.5K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust314$23.2K<0.01%-89913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC301$22.3K<0.01%-2,33213F-HRTimelineGroup
Traub Capital Management LLC275$20.4K0.02%13F-HRTimeline
Kings Path Partners LLC265$19.6K0.01%-3113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC221$16.4K0.01%-38213F-HRTimeline
Parallel Advisors, LLC195$14.4K<0.01%new13F-HRTimeline
BFSG, LLC190$14.1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC183$13.5K0.01%-4713F-HRTimeline
ROTHSCHILD INVESTMENT LLC181$13.4K<0.01%+313F-HRTimeline
Qube Research & Technologies Ltd176$13K<0.01%-31713F-HRTimeline
GAMMA Investing LLC160$11.8K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.150$11.1K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.135$9.99K<0.01%013F-HRTimeline
Operose Advisors LLC125$9.25K<0.01%013F-HRTimeline
Pacifica Partners Inc.109$8.04K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC81$6K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.70$5.18K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC70$5.18K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC63$4.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC62$4.58K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC59$4.37K<0.01%013F-HRTimeline
Family Capital Trust Co58$4.29K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC55$4.07K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC53$3.92K<0.01%new13F-HRTimeline
Essential Partners LLC24$1.78K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$1.48K<0.01%new13F-HRTimeline
Arax Advisory Partners17$1.26K<0.01%013F-HRTimeline
Key Financial Inc17$1.26K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15$1.12K<0.01%-13313F-HRTimelineGroup
Addison Advisors LLC10$730<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC2$148<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1$74<0.01%013F-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.