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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
Ifrah Financial Services, Inc.11,168$919K0.24%-31813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,108$914K0.04%+5,74513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,052$910K0.02%+1413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,046$909K<0.01%+25413F-HRTimelineGroup
Allodium Investment Consultants, LLC11,001$906K0.46%-17213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,854$894K0.05%+5,86013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,607$873K0.07%-13413F-HRTimelineGroup
Decker Retirement Planning Inc.10,362$853K0.42%+6013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,052$827K<0.01%+3,93913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,008$824K0.03%+2,96113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP9,875$813K0.01%-1,41913F-HRTimelineGroup
TFO Wealth Partners, LLC9,844$810K0.12%+513F-HRTimeline
Bison Wealth, LLC9,854$804K0.09%new13F-HRTimeline
Sensenig Capital Advisors, Inc9,586$789K0.8%13F-HRTimeline
MN Wealth Advisors, LLC9,231$760K0.38%+9713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,155$754K<0.01%+46513F-HRTimelineGroup
Visionary Horizons, LLC8,990$740K0.38%-3513F-HRTimeline
Janney Montgomery Scott LLC8,949$737K<0.01%+1,47013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,729$719K0.02%+3,40813F-HRTimelineGroup
Watchman Group, Inc.8,638$711K0.17%new13F-HRTimeline
Frankly Finances, LLC8,600$708K0.67%13F-HR/ATimeline
Camarda Financial Advisors, LLC8,548$704K0.27%-71513F-HRTimeline
Joseph P. Lucia & Associates, LLC8,516$701K0.25%+58013F-HRTimeline
Cloud Capital Management, LLC8,400$691K0.33%+1713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,335$686K0.49%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,291$683K<0.01%+42013F-HRTimeline
Arrowroot Family Office, LLC8,167$672K0.24%+5,29113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,996$658K<0.01%+4,05113F-HRTimeline
MOR Wealth Management, LLC7,972$656K0.3%13F-HRTimeline
BOKF, NAin group BOKF, NA7,757$639K0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC7,718$635K0.02%+1,03513F-HRTimeline
Empire Financial Management Company, LLC7,579$624K0.14%new13F-HRTimeline
DIVERSIFIED TRUST CO7,560$622K0.01%013F-HRTimeline
Avior Wealth Management, LLC7,557$622K0.02%+58413F-HRTimeline
Bank of Marin7,484$616K0.43%013F-HRTimeline
Tanglewood Legacy Advisors, LLC7,380$608K0.23%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.7,197$592K0.07%13F-HRTimeline
TFB Advisors LLC6,910$569K0.16%-10513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,761$557K0.25%+7713F-HRTimeline
Navigoe, LLC6,751$555K0.34%013F-HRTimeline
KKM Financial LLC6,666$549K0.1%-35413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,339$522K0.05%-3613F-HRTimeline
Aprio Wealth Management, LLC6,275$517K0.03%+1013F-HRTimeline
Sprinkle Financial Consultants LLC6,232$513K0.26%+1,28813F-HRTimeline
Cornerstone Capital, Inc.6,146$506K0.05%013F-HRTimeline
GC Wealth Management RIA, LLC6,061$499K0.02%+2,51013F-HRTimeline
JM2 Capital Inc.6,006$494K0.4%13F-HRTimeline
Accelerate Investment Advisors LLC5,981$492K0.33%-2313F-HRTimeline
Kathmere Capital Management, LLC5,946$489K0.03%+2,84113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,907$486K0.01%-3,36913F-HRTimelineGroup
Fort Vancouver Investment Management, L…5,848$481K0.26%-45413F-HRTimeline
HRT FINANCIAL LP5,784$476K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.5,708$470K0.03%-13,87313F-HRTimeline
Ares Financial Consulting, LLC5,635$464K0.44%13F-HRTimeline
New Dimensions Wealth Management, LLC5,547$457K0.39%+15113F-HRTimeline
Harbor Asset Planning, Inc.5,532$455K0.39%+1,97713F-HRTimeline
RMR Wealth Builders5,513$454K0.04%+213F-HRTimeline
Safe Harbor Wealth Advisors, LLC4,980$450K0.44%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,436$447K0.03%+1,31013F-HRTimeline
KFA Private Wealth Group, LLC5,418$446K0.11%-9413F-HRTimeline
L & S Advisors Inc5,393$444K0.04%013F-HRTimeline
Parcion Private Wealth LLC5,390$444K0.03%013F-HRTimeline
Alpha Financial Advisors, LLC5,322$438K0.13%013F-HRTimeline
Global Trust Wealth Management LLC5,301$436K0.32%13F-HRTimeline
Atala Financial Inc5,249$432K0.28%013F-HRTimeline
Stonebrook Private Inc.5,223$430K0.09%+26213F-HRTimeline
PFG Investments, LLC5,158$425K0.02%+4313F-HRTimeline
ASPIRIANT, LLC5,112$421K0.01%-45813F-HRTimeline
Intelligent Financial Strategies5,090$419K0.2%013F-HRTimeline
True North Advisors, LLC5,066$417K0.05%new13F-HRTimeline
Ruedi Wealth Management, Inc.5,065$417K0.11%013F-HRTimeline
Asset Dedication, LLC5,046$415K0.03%-5013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,030$414K<0.01%+25213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,969$404K0.01%+66113F-HRTimeline
Bogart Wealth, LLC4,858$400K0.02%+2,11813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,839$398K0.03%013F-HRTimeline
Operose Advisors LLC4,823$397K0.09%+4,60113F-HRTimeline
Element Wealth, LLC4,785$394K0.16%+1,52513F-HRTimeline
Geneos Wealth Management Inc.4,712$388K0.01%new13F-HRTimeline
Oceanside Advisors LLC4,527$373K0.23%-14613F-HRTimeline
Stonehearth Capital Management, LLC4,442$366K0.14%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$365K0.02%013F-HRTimeline
Vawter Financial, Ltd.4,345$358K0.15%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,329$356K0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd4,320$356K<0.01%+4,21013F-HRTimeline
Prime Capital Investment Advisors, LLC4,275$352K<0.01%-7213F-HRTimeline
ALKEME WEALTH, LLC4,271$352K0.15%new13F-HRTimeline
Revolve Wealth Partners, LLC4,253$350K0.04%new13F-HRTimeline
SRH ADVISORS, LLC4,176$344K0.1%+1,41013F-HRTimeline
Almanack Investment Partners, LLC.4,125$340K0.06%013F-HRTimeline
Fisher Asset Management, LLC4,053$334K<0.01%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$332K0.07%013F-HRTimeline
Copley Financial Group, Inc.4,028$332K0.21%-6313F-HRTimeline
IEQ CAPITAL, LLC3,980$328K<0.01%+3113F-HRTimeline
Heritage Financial Services, LLC3,970$327K0.03%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,951$325K0.11%new13F-HRTimeline
Accredited Investors Inc.3,928$323K0.02%new13F-HRTimeline
Lunt Capital Management, Inc.3,910$322K0.12%013F-HRTimeline
Vistica Wealth Advisors, LLC3,896$321K0.32%13F-HRTimeline
Blue Trust, Inc.3,890$320K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,885$320K<0.01%+74513F-HRTimelineGroup
Gambit Capital Management, LLC3,885$320K0.23%13F-HRTimeline
Cypress Wealth Services, LLC3,881$319K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,843$316K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,806$313K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC3,758$309K0.02%-16513F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,653$301K0.06%013F-HRTimeline
Summit Financial Strategies, Inc.3,506$289K0.02%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,501$288K0.12%-3913F-HRTimeline
Clarity Asset Management, Inc.3,476$286K0.16%-17513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,452$284K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC3,440$283K0.03%-2413F-HRTimeline
Atlas Brown,Inc.3,322$273K0.08%+3313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,291$272K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,300$272K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.3,021$267K0.15%013F-HRTimeline
Barnes Wealth Management Group, Inc3,226$266K0.14%+36413F-HRTimeline
Prosperitas Financial LLC3,223$265K0.1%+41513F-HRTimeline
Arax Advisory Partners3,190$263K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,141$259K0.02%+3613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,063$252K<0.01%new13F-HRTimelineGroup
Well Done, LLC2,983$246K0.04%new13F-HRTimeline
Facet Wealth, Inc.2,790$245K<0.01%new13F-HRTimeline
Impact Partnership Wealth, LLC2,938$242K0.03%-213F-HRTimeline
Paragon Advisors, LLC2,910$240K0.07%-6,48613F-HRTimeline
GWN SECURITIES INC.2,886$238K0.05%-38913F-HRTimeline
Avantax Planning Partners, Inc.2,869$236K0.01%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,856$235K0.01%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,830$233K0.05%+3313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,825$233K0.01%+99913F-HRTimelineGroup
High Net Worth Advisory Group LLC2,814$232K0.05%+3213F-HRTimeline
Brooklyn Investment Group2,736$226K0.01%new13F-HRTimeline
True Link Financial Advisors, LLC2,720$224K0.01%new13F-HRTimeline
Accel Wealth Management2,643$218K0.06%-8013F-HRTimeline
Trust Co2,563$211K0.02%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,405$204K0.01%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.2,476$204K0.08%new13F-HRTimeline
VestGen Advisors, LLC2,473$204K0.01%new13F-HRTimeline
Verus Financial Partners, Inc.2,333$203K0.02%new13F-HRTimeline
Smith & Howard Wealth Management, LLC2,455$202K0.05%new13F-HRTimeline
Fragasso Financial Advisors Inc2,453$202K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,207$182K0.12%013F-HRTimeline
Paladin Advisory Group, LLC2,045$168K0.12%013F-HRTimeline
Salomon & Ludwin, LLC1,988$167K0.01%-10413F-HRTimeline
MidAtlantic Capital Management, Inc.1,897$156K0.1%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,893$156K<0.01%+5313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,845$152K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,836$151K0.01%+36913F-HRTimeline
Signature Equity Partners, LLC1,716$141K0.08%13F-HRTimeline
WealthShield Partners, LLC1,700$140K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,697$140K0.12%new13F-HRTimeline
Creative Capital Management Investments…1,649$136K0.04%-12613F-HRTimeline
Lloyd Advisory Services, LLC.1,614$133K0.05%new13F-HRTimeline
Bank of New Hampshire1,614$133K0.03%013F-HRTimeline
IFP Advisors, Inc1,551$128K<0.01%-4013F-HRTimeline
Dogwood Wealth Management LLC1,520$125K0.06%-2913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,478$122K<0.01%-3013F-HRTimelineGroup
Redwood Park Advisors LLC1,420$117K0.08%+1113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,331$110K0.09%+89813F-HRTimeline
Comprehensive Financial Planning, Inc./…1,243$102K0.07%+2913F-HRTimeline
Global Trust Asset Management, LLC1,130$93K0.04%-65713F-HRTimeline
Nemes Rush Group LLC825$67.9K0.01%+1013F-HRTimeline
Your Advocates Ltd., LLP818$67.3K0.02%013F-HRTimeline
Monetary Solutions, Ltd795$65.4K0.06%13F-HRTimeline
Crewe Advisors LLC788$64.9K0.01%013F-HRTimeline
Dunhill Financial, LLC721$59.4K0.01%new13F-HRTimeline
REAP Financial Group, LLC717$59K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…676$55.6K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…589$48.5K0.02%new13F-HRTimeline
EASTERN BANK550$45.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\530$43.6K<0.01%-6313F-HRTimelineGroup
Marquette Asset Management, LLC497$40.9K0.01%013F-HRTimeline
Kings Path Partners LLC495$40.7K0.01%+21513F-HRTimeline
RHL GROUP, LLC460$37.9K0.03%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.456$37.5K<0.01%-35413F-HRTimelineGroup
Global Wealth Strategies & Associates450$37K0.01%-7513F-HRTimeline
AdvisorNet Financial, Inc425$35K<0.01%-19213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.352$29K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Watch Advisors, INC314$25.8K0.01%+3113F-HRTimeline
YANKCOM Partnership228$18.8K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC224$18.4K0.01%-113F-HRTimeline
GAMMA Investing LLC215$17.7K<0.01%+5513F-HRTimeline
Kingdom Financial Group LLC.211$17.4K0.01%new13F-HRTimeline
BFSG, LLC190$15.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC183$15.1K<0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.164$13.5K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC147$12.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.140$11.5K<0.01%+513F-HRTimeline
Team Financial Group, LLC103$8.49K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.87$7.16K0.01%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC85$7K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.70$5.76K<0.01%013F-HRTimeline
Root Financial Partners, LLC65$5.35K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC64$5.23K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC62$5.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC59$4.86K<0.01%013F-HRTimeline
Horizon Investments, LLC59$4.86K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…57$4.69K<0.01%013F-HRTimeline
SIGNATUREFD, LLC53$4.39K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC43$3.54K<0.01%new13F-HRTimeline