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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
POINCIANA ADVISORS GROUP, LLC16,648$1.41M1.11%-1,84213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC16,580$1.41M0.73%+1,06013F-HRTimeline
EnRich Financial Partners LLC16,531$1.4M0.37%+4,61113F-HRTimeline
Leading Edge Financial Planning LLC16,366$1.39M0.29%+52413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,266$1.38M<0.01%+14,78813F-HRTimelineGroup
Truepoint, Inc.16,250$1.38M0.03%-68413F-HRTimeline
Accredited Investors Inc.16,083$1.36M0.07%+12,15513F-HRTimeline
Breakwater Capital Group15,991$1.36M0.18%+66113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA15,899$1.35M0.03%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.15,569$1.32M0.16%+8,37213F-HRTimeline
Bridgewealth Advisory Group, LLC15,439$1.31M0.27%+1,53513F-HRTimeline
BOKF, NAin group BOKF, NA15,310$1.3M0.02%+7,55313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED15,180$1.29M0.09%+1,73713F-HRTimeline
CWA Asset Management Group, LLC14,970$1.27M0.04%+1,10113F-HRTimeline
Sensenig Capital Advisors, Inc14,892$1.26M1.3%+5,30613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,835$1.26M<0.01%+6,83913F-HRTimeline
Harbor Asset Planning, Inc.14,765$1.25M1.05%+9,23313F-HRTimeline
Financial Partners Group, Inc14,710$1.25M0.15%new13F-HRTimeline
ATX Financial Planning, LLC14,655$1.24M0.94%new13F-HRTimeline
Spartan Wealth Advisory Services LLC14,360$1.22M0.11%13F-HRTimeline
RW Investment Management LLC14,308$1.21M0.12%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,911$1.18M0.01%+8,88113F-HRTimelineGroup
Aurelius Family Office LLC13,623$1.16M0.5%-1,47913F-HRTimeline
Coquina Private Wealth LLC13,616$1.16M0.93%+13113F-HRTimeline
Cetera Investment Advisers13,411$1.14M<0.01%+96913F-HRTimeline
Belpointe Asset Management LLC13,363$1.13M0.04%+1,06413F-HRTimeline
Hardin Capital Partners, LLC12,997$1.1M0.51%+8013F-HRTimeline
Integrated Wealth Concepts LLC12,988$1.1M0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.12,952$1.1M0.05%-11213F-HRTimeline
IEQ CAPITAL, LLC12,781$1.08M0.01%+8,80113F-HRTimeline
EVERPAR ADVISORS LLC12,709$1.08M0.37%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,588$1.07M0.05%+1,73413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,500$1.06M0.04%+1,39213F-HRTimeline
Allodium Investment Consultants, LLC12,186$1.03M0.5%+1,18513F-HRTimeline
GEM Asset Management, LLC12,176$1.03M0.46%-1213F-HRTimeline
Atria Investments, Inc12,142$1.03M0.01%-13,73913F-HRTimeline
Platt Wealth Management LLC12,150$1.03M1%new13F-HRTimeline
Financial Futures Ltd Liability Co.11,873$1.01M0.44%-56313F-HRTimeline
Sowell Financial Services LLC11,873$1.01M0.04%+4,15513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,277$957K0.04%+1,26913F-HRTimelineGroup
Vawter Financial, Ltd.11,264$956K0.4%+6,91913F-HR/ATimeline
Ifrah Financial Services, Inc.11,087$941K0.25%-8113F-HRTimeline
Proactive Wealth Strategies LLC11,069$939K0.18%new13F-HRTimeline
Ridgeline Wealth, LLC10,846$920K0.66%-1,15513F-HRTimeline
Bison Wealth, LLC10,020$916K0.09%+16613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,509$892K<0.01%-53713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,495$890K0.05%+5,05913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,352$878K0.02%-70013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,312$875K0.02%+5,98313F-HRTimelineGroup
A4 Wealth Advisors LLC10,131$860K0.71%-5,11213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,944$844K0.06%-66313F-HRTimelineGroup
Visionary Horizons, LLC9,898$840K0.41%+90813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,790$831K0.08%new13F-HRTimelineGroup
Decker Retirement Planning Inc.9,787$830K0.38%-57513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,608$815K0.03%+87913F-HRTimelineGroup
Frankly Finances, LLC9,500$806K0.73%+90013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,862$790K0.12%new13F-HRTimeline
MOR Wealth Management, LLC9,222$782K0.36%+1,25013F-HRTimeline
MN Wealth Advisors, LLC9,176$779K0.38%-5513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,155$777K<0.01%013F-HRTimelineGroup
Arrowroot Family Office, LLC8,961$760K0.25%+79413F-HR/ATimeline
JM2 Capital Inc.8,738$741K0.61%+2,73213F-HRTimeline
Joseph P. Lucia & Associates, LLC8,661$735K0.26%+14513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,657$734K0.01%-1,21813F-HRTimelineGroup
Peck Wealth Management, LLC8,621$731K0.73%new13F-HRTimeline
Cloud Capital Management, LLC8,462$717K0.31%+6213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,335$707K0.48%013F-HRTimeline
Caerus Investment Advisors, LLC8,300$704K0.3%new13F-HRTimeline
Camarda Financial Advisors, LLC8,249$700K0.37%-29913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,229$698K<0.01%-6213F-HRTimeline
Empire Financial Management Company, LLC7,951$675K0.15%+37213F-HRTimeline
Bank of Marin7,738$656K0.48%+25413F-HRTimeline
DIVERSIFIED TRUST CO7,560$641K0.01%013F-HRTimeline
Prime Buchholz LLC7,511$637K0.33%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,502$636K0.01%-10,02313F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC7,380$626K0.23%013F-HRTimeline
Thrive Wealth Management, LLC7,369$625K0.09%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,088$601K0.2%+7,02613F-HRTimeline
Avior Wealth Management, LLC6,973$592K0.02%-58413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,769$574K0.27%+813F-HRTimeline
Navigoe, LLC6,751$572K0.34%013F-HRTimeline
Element Wealth, LLC6,711$569K0.24%+1,92613F-HRTimeline
Aprio Wealth Management, LLC6,547$555K0.03%+27213F-HRTimeline
Bogart Wealth, LLC6,499$551K0.02%+1,64113F-HRTimeline
KKM Financial LLC6,666$549K0.1%013F-HRTimeline
SRH ADVISORS, LLC6,444$547K0.16%+2,26813F-HRTimeline
J.W. COLE ADVISORS, INC.6,251$530K0.02%+1,28213F-HRTimeline
Sprinkle Financial Consultants LLC6,241$529K0.24%+913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,219$528K0.04%new13F-HRTimelineGroup
Cornerstone Capital, Inc.6,146$521K0.05%013F-HRTimeline
Stonebrook Private Inc.6,075$515K0.11%+85213F-HRTimeline
GC Wealth Management RIA, LLC6,061$514K0.02%013F-HRTimeline
Accelerate Investment Advisors LLC5,982$508K0.34%+113F-HRTimeline
Kathmere Capital Management, LLC5,953$505K0.03%+713F-HRTimeline
Ares Financial Consulting, LLC5,642$486K0.38%+713F-HRTimeline
Tyche Wealth Partners LLC5,564$472K0.07%new13F-HRTimeline
New Dimensions Wealth Management, LLC5,547$471K0.4%013F-HRTimeline
RMR Wealth Builders5,513$468K0.04%013F-HRTimeline
Operose Advisors LLC5,475$465K0.11%+65213F-HRTimeline
L & S Advisors Inc5,451$462K0.06%+5813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,428$460K0.05%-91113F-HRTimeline
Parcion Private Wealth LLC5,390$457K0.03%013F-HRTimeline
Vistica Wealth Advisors, LLC5,381$457K0.45%+1,48513F-HRTimeline
Fort Vancouver Investment Management, L…5,380$456K0.23%-46813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,377$456K<0.01%+4,84713F-HRTimelineGroup
KFA Private Wealth Group, LLC5,351$454K0.11%-6713F-HRTimeline
Atala Financial Inc5,249$453K0.3%013F-HRTimeline
Alpha Financial Advisors, LLC5,322$452K0.14%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,315$451K0.01%+2,01513F-HR/ATimeline
D'Orazio & Associates, Inc.5,304$450K0.06%new13F-HRTimeline
Strategic Wealth Partners, Ltd.5,268$447K0.03%-44013F-HRTimeline
ASPIRIANT, LLC5,112$434K0.01%013F-HRTimeline
Prosperitas Financial LLC5,096$432K0.16%+1,87313F-HRTimeline
Intelligent Financial Strategies5,090$432K0.22%013F-HRTimeline
Ruedi Wealth Management, Inc.5,064$430K0.11%-113F-HRTimeline
Global Trust Wealth Management LLC5,051$429K0.32%-25013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,004$425K0.25%new13F-HRTimeline
PFG Investments, LLC4,998$424K0.02%-16013F-HRTimeline
Asset Dedication, LLC4,869$413K0.03%-17713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,839$411K0.03%013F-HRTimeline
Geneos Wealth Management Inc.4,712$400K0.01%013F-HRTimeline
High Net Worth Advisory Group LLC4,580$389K0.09%+1,76613F-HRTimeline
Oceanside Advisors LLC4,507$382K0.22%-2013F-HRTimeline
BFI Wealth Solutions, LLC4,346$377K0.36%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$376K0.02%013F-HRTimeline
KPP Advisory Services LLC4,425$375K0.05%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,377$371K<0.01%new13F-HRTimelineGroup
ALKEME WEALTH, LLC4,271$362K0.15%013F-HRTimeline
Summit Financial Strategies, Inc.4,253$361K0.03%+74713F-HRTimeline
Revolve Wealth Partners, LLC4,253$361K0.05%013F-HRTimeline
Trust Co4,212$357K0.03%+1,64913F-HRTimeline
Arax Advisory Partners3,933$355K0.01%+74313F-HRTimeline
Almanack Investment Partners, LLC.4,125$350K0.06%013F-HRTimeline
Goldstein Advisors, LLC4,125$350K0.04%-149,20113F-HRTimeline
Kingsview Wealth Management, LLC4,084$346K<0.01%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,035$342K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,843$339K<0.01%013F-HRTimeline
Stonehearth Capital Management, LLC3,949$335K0.13%-49313F-HRTimeline
Lunt Capital Management, Inc.3,910$332K0.13%013F-HRTimeline
Blue Trust, Inc.3,890$330K<0.01%013F-HRTimeline
Gambit Capital Management, LLC3,885$330K0.24%013F-HRTimeline
Cypress Wealth Services, LLC3,881$329K0.05%013F-HRTimeline
Triad Wealth Partners, LLC3,870$328K0.03%+43013F-HRTimeline
Copley Financial Group, Inc.3,847$326K0.2%-18113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,825$325K0.01%+1,00013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,806$323K<0.01%013F-HRTimeline
Austin Wealth Management, LLC3,733$322K0.07%new13F-HRTimeline
SEEDS INVESTOR LLC3,533$320K0.04%new13F-HRTimeline
Curi Capital, LLC3,764$319K0.01%new13F-HRTimeline
Perkins Coie Trust Co3,688$313K0.06%new13F-HRTimeline
Jacobi Capital Management LLC3,660$311K0.02%-9813F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,653$310K0.06%013F-HRTimeline
Facet Wealth, Inc.3,619$307K0.01%+82913F-HRTimeline
Atlas Brown,Inc.3,555$302K0.09%+23313F-HRTimeline
Barnes Wealth Management Group, Inc3,512$298K0.15%+28613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,505$297K0.13%+413F-HRTimeline
Directional Asset Management3,489$296K0.27%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,452$293K0.01%013F-HRTimeline
Magnus Financial Group LLC3,402$289K0.02%-13,26213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,388$287K<0.01%+32513F-HRTimelineGroup
Interchange Capital Partners, LLC3,375$286K0.09%new13F-HRTimeline
Moors & Cabot, Inc.3,344$284K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,321$282K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC3,316$281K0.03%+37813F-HRTimeline
Brand Asset Management Group, Inc.3,301$280K0.07%new13F-HRTimeline
Sanchez Levi Garrett3,295$280K0.18%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,291$279K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,271$277K<0.01%-2,63613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,267$277K<0.01%new13F-HRTimelineGroup
Lauterbach Financial Advisors, LLC3,140$266K0.13%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,134$266K0.02%-713F-HRTimeline
Rinkey Investments3,051$259K0.07%new13F-HRTimeline
Yukon Wealth Management, Inc.3,021$256K0.15%013F-HRTimeline
Well Done, LLC2,983$253K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.2,869$243K0.01%013F-HRTimeline
HRT FINANCIAL LP2,868$243K<0.01%-2,91613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,856$242K0.01%013F-HRTimeline
Mesirow Financial Investment Management…2,843$241K<0.01%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,833$240K0.04%+313F-HRTimeline
Collaborative Wealth Managment Inc.2,792$237K0.11%-1,15913F-HRTimeline
Cambridge Financial Group, LLC2,727$231K0.08%new13F-HRTimeline
True Link Financial Advisors, LLC2,720$231K0.01%013F-HR/ATimeline
Fragasso Financial Advisors Inc2,444$211K0.01%-913F-HRTimeline
Verus Financial Partners, Inc.2,336$211K0.02%+313F-HRTimeline
Parkshore Wealth Management, Inc.2,478$210K0.07%+213F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,457$208K0.15%new13F-HRTimeline
Smith & Howard Wealth Management, LLC2,455$208K0.05%013F-HRTimeline
Hexagon Capital Partners LLC2,446$208K0.03%new13F-HRTimeline
Split Rock Private Trading & Wealth Man…2,446$207K0.16%new13F-HRTimeline
Narus Financial Partners, LLC2,420$205K0.05%new13F-HRTimeline
Landing Point Financial Group, LLC2,419$205K0.1%new13F-HRTimeline
Wealth Architects, LLC2,416$205K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2,413$205K0.14%+1,17013F-HRTimeline
Paladin Advisory Group, LLC2,393$203K0.15%+34813F-HRTimeline
Accel Wealth Management2,383$202K0.05%-26013F-HRTimeline
Parkwoods Wealth Partners, LLC2,372$201K0.05%new13F-HRTimeline
Santori & Peters, Inc.2,364$201K0.06%new13F-HRTimeline
3 FACTOR INDEXING, LLC2,257$191K0.18%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,122$180K0.12%-8513F-HRTimeline
Signature Equity Partners, LLC2,101$178K0.1%+38513F-HRTimeline