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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
IFP Advisors, Inc2,075$176K<0.01%+52413F-HRTimeline
Qube Research & Technologies Ltd2,068$175K<0.01%-2,25213F-HRTimeline
Salomon & Ludwin, LLC1,988$170K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,888$160K<0.01%-513F-HRTimelineGroup
LANARK FINANCIAL, INC.1,805$153K0.01%-3113F-HRTimeline
MATHER GROUP, LLC.1,761$149K<0.01%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,707$145K0.06%new13F-HRTimeline
WealthShield Partners, LLC1,700$144K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,697$144K0.13%013F-HRTimeline
Creative Capital Management Investments…1,649$140K0.04%013F-HRTimeline
Bank of New Hampshire1,613$137K0.03%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,533$130K0.01%+1,35013F-HRTimeline
Clearstead Advisors, LLC1,478$125K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1,477$125K0.05%-4313F-HRTimeline
Redwood Park Advisors LLC1,421$121K0.09%+113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,331$113K0.08%013F-HRTimeline
Global Trust Asset Management, LLC1,130$95.9K0.04%013F-HRTimeline
Monetary Solutions, Ltd1,035$87.8K0.08%+24013F-HRTimeline
Nemes Rush Group LLC825$70K0.01%013F-HRTimeline
Your Advocates Ltd., LLP818$69.4K0.02%013F-HRTimeline
Crewe Advisors LLC788$66.9K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.742$63K<0.01%+71213F-HRTimelineGroup
Dunhill Financial, LLC721$61.2K0.01%013F-HRTimeline
REAP Financial Group, LLC717$60.8K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…662$56.2K0.01%-1413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.634$53.8K<0.01%+17813F-HRTimelineGroup
Investment Research & Advisory Group, I…589$50K0.02%013F-HRTimeline
EASTERN BANK550$46.7K<0.01%013F-HRTimeline
RHL GROUP, LLC533$45.2K0.04%+7313F-HRTimeline
Aptus Capital Advisors, LLC530$45K<0.01%new13F-HRTimeline
Kings Path Partners LLC504$42.8K0.01%+913F-HR/ATimeline
Marquette Asset Management, LLC497$42.2K0.01%013F-HRTimeline
Global Wealth Strategies & Associates450$38.2K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP354$30K0.1%new13F-HRTimeline
AdvisorNet Financial, Inc349$29.6K<0.01%-7613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.334$28K<0.01%-1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clarity Asset Management, Inc.322$27.3K0.01%-3,15413F-HRTimeline
SIGNATUREFD, LLC294$25K<0.01%+24113F-HRTimeline
Team Financial Group, LLC293$24.9K0.01%+19013F-HRTimeline
Root Financial Partners, LLC253$21.5K<0.01%+18813F-HRTimeline
YANKCOM Partnership228$19.3K0.01%013F-HRTimeline
GAMMA Investing LLC227$19.3K<0.01%+1213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC224$19K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.211$17.9K0.01%-1,40313F-HRTimeline
Kingdom Financial Group LLC.211$17.9K0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC201$17.1K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…198$16.8K<0.01%new13F-HRTimeline
BFSG, LLC190$16.1K<0.01%013F-HRTimeline
Family Capital Trust Co166$14.1K0.01%+13813F-HR/ATimeline
Godfrey Financial Associates, Inc.164$13.9K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT163$13.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC147$12.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.144$12.2K<0.01%+413F-HRTimeline
Pacifica Partners Inc.109$9.25K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.109$9.25K<0.01%+9513F-HRTimeline
WELLINGTON-ALTUS USA INC.87$7.76K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC85$7.21K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.80$6.79K<0.01%+1013F-HRTimeline
HFM Investment Advisors, LLC63$5.39K<0.01%-113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC59$5.01K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…57$4.84K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC56$4.75K<0.01%+1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.34$3K<0.01%+813F-HRTimeline
Strive Financial Group ,LLC23$2K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC23$1.95K<0.01%new13F-HRTimeline
Key Financial Inc17$1.44K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC10$859<0.01%013F-HR/ATimeline
Addison Advisors LLC10$847<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.