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Disclosery

AVDE AMERICAN CENTY ETF TR

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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
PFG Investments, LLC5,115$404K0.02%-1813F-HRTimeline
Asset Dedication, LLC5,096$402K0.03%013F-HRTimeline
Intelligent Financial Strategies5,090$402K0.2%013F-HRTimeline
Ruedi Wealth Management, Inc.5,065$400K0.11%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,994$394K0.02%new13F-HRTimeline
Stonebrook Private Inc.4,961$391K0.08%+1913F-HRTimeline
Sprinkle Financial Consultants LLC4,944$390K0.22%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,839$382K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,778$377K<0.01%013F-HRTimelineGroup
Oceanside Advisors LLC4,673$369K0.23%+1313F-HRTimeline
Stonehearth Capital Management, LLC4,442$350K0.14%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$350K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,347$343K<0.01%-113F-HRTimeline
J.W. COLE ADVISORS, INC.4,308$340K0.01%new13F-HRTimeline
Savvy Advisors, Inc.4,169$329K0.02%-12913F-HRTimeline
Almanack Investment Partners, LLC.4,125$325K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,126$325K0.02%new13F-HRTimeline
Copley Financial Group, Inc.4,091$323K0.22%+8313F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$318K0.07%013F-HRTimeline
IEQ CAPITAL, LLC3,949$312K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,945$311K<0.01%+1,21213F-HRTimeline
Jacobi Capital Management LLC3,923$310K0.02%+13013F-HRTimeline
Lunt Capital Management, Inc.3,910$308K0.12%013F-HRTimeline
Blue Trust, Inc.3,890$307K<0.01%013F-HRTimeline
Cypress Wealth Services, LLC3,881$306K0.05%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,843$303K<0.01%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,653$288K0.05%013F-HRTimeline
Clarity Asset Management, Inc.3,651$288K0.16%+89213F-HRTimeline
Harbor Asset Planning, Inc.3,555$280K0.25%-413F-HRTimeline
GC Wealth Management RIA, LLC3,551$280K0.01%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,540$279K0.12%013F-HRTimeline
Summit Financial Strategies, Inc.3,506$277K0.02%013F-HRTimeline
Triad Wealth Partners, LLC3,464$273K0.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,291$260K<0.01%new13F-HRTimelineGroup
Atlas Brown,Inc.3,289$260K0.08%+18313F-HRTimeline
GWN SECURITIES INC.3,275$260K0.06%+22813F-HRTimeline
Element Wealth, LLC3,260$257K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,140$248K<0.01%-166,39513F-HRTimelineGroup
Kathmere Capital Management, LLC3,105$245K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,105$245K0.02%-46213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,059$241K0.05%-513F-HRTimeline
Yukon Wealth Management, Inc.3,021$238K0.08%013F-HRTimeline
Cambridge Financial Group, LLC3,000$237K0.08%013F-HRTimeline
Impact Partnership Wealth, LLC2,940$232K0.03%new13F-HRTimeline
Arrowroot Family Office, LLC2,876$227K0.09%new13F-HRTimeline
Barnes Wealth Management Group, Inc2,862$226K0.12%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,856$225K0.01%013F-HRTimeline
Mesirow Financial Investment Management…2,822$223K<0.01%-1,85913F-HRTimeline
Prosperitas Financial LLC2,808$222K0.09%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,797$221K0.04%013F-HRTimeline
High Net Worth Advisory Group LLC2,782$220K0.05%new13F-HRTimeline
SRH ADVISORS, LLC2,766$218K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC2,773$218K0.01%013F-HRTimeline
Bogart Wealth, LLC2,740$216K0.01%new13F-HRTimeline
Accel Wealth Management2,723$215K0.06%-43213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,207$174K0.12%+6013F-HRTimeline
Salomon & Ludwin, LLC2,092$167K0.02%new13F-HRTimeline
Paladin Advisory Group, LLC2,045$161K0.13%+1,97513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,840$145K<0.01%+84313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,826$144K0.01%+26613F-HRTimelineGroup
Global Trust Asset Management, LLC1,787$141K0.06%013F-HRTimeline
Creative Capital Management Investments…1,775$140K0.04%013F-HRTimeline
MATHER GROUP, LLC.1,761$139K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,700$134K0.02%013F-HRTimeline
Bank of New Hampshire1,614$127K0.03%013F-HRTimeline
IFP Advisors, Inc1,591$126K<0.01%+15213F-HR/ATimeline
Dogwood Wealth Management LLC1,549$122K0.06%+1,36613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,508$119K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,467$116K0.01%+12513F-HRTimeline
Redwood Park Advisors LLC1,409$111K0.08%013F-HRTimeline
North Capital, Inc.1,401$111K0.09%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…1,214$95.8K0.07%+1213F-HRTimeline
Annandale Capital, LLC105,325$83.1K1.45%-36713F-HRTimeline
Your Advocates Ltd., LLP818$64.5K0.02%013F-HRTimeline
Nemes Rush Group LLC815$64.3K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.810$63.9K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC788$62.2K0.01%013F-HRTimeline
REAP Financial Group, LLC717$56.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc617$48.7K<0.01%-2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\593$46.8K<0.01%new13F-HRTimelineGroup
EASTERN BANK550$43.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates525$41.4K0.01%013F-HRTimeline
Marquette Asset Management, LLC497$39.2K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.433$34.2K0.04%013F-HR/ATimeline
Wealth Watch Advisors, INC283$22.3K0.01%new13F-HRTimeline
Kings Path Partners LLC280$22.1K0.01%+1513F-HRTimeline
YANKCOM Partnership228$18K0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC225$17.8K0.01%+413F-HRTimeline
Operose Advisors LLC222$17.5K<0.01%+9713F-HRTimeline
BFSG, LLC190$15K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC181$14.3K<0.01%013F-HRTimeline
GAMMA Investing LLC160$12.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC147$11.8K<0.01%-50113F-HRTimeline
Pinnacle Bancorp, Inc.135$10.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.131$10.3K<0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC125$9.98K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd110$8.68K<0.01%-6613F-HRTimeline
Pacifica Partners Inc.109$8.64K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC85$6.71K<0.01%-21613F-HRTimelineGroup
Wealthspire Advisors, LLC79$6.23K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.70$5.52K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC63$5.01K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC62$4.89K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC59$4.66K<0.01%013F-HRTimeline
Family Capital Trust Co58$4.58K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…57$4.5K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…51$4.02K<0.01%new13F-HRTimelineGroup
Key Financial Inc17$1.35K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.14$1.1K<0.01%new13F-HRTimeline
Addison Advisors LLC10$778<0.01%013F-HRTimeline
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.