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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

413 managers (416 13F filers) reported a position in AVDE shares at 2024-12-31, 71,253,711 shares in all. 52 filers opened a position and 19 filers sold out during the quarter.

Managers
413
13F filers
416
New
52
Added
201
Reduced
84
Sold out
19
Shares held by filers
71,253,711

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Annex Advisory Services, LLC4,935,212$303M9.13%-825,19413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,890,241$300M0.58%+337,01913F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,384,651$208M0.34%+450,65613F-HRTimelineGroup
Rockwood Wealth Management, LLC2,657,033$163M17.59%+181,22213F-HRTimeline
HighTower Advisors, LLC2,445,508$150M0.21%+37,09413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,219,381$136M0.08%+517,94213F-HRTimelineGroup
WMS Partners, LLC1,981,582$122M6.81%+126,13113F-HRTimeline
LPL Financial LLC1,535,215$94.2M0.04%+178,22413F-HRTimeline
Oak Root LLC1,516,371$93.1M12.12%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,482,514$91M+357,685Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,337,513$82.1M0.01%+583,13713F-HRTimelineGroup
Adero Partners, LLC1,179,332$72.4M4.67%+108,51813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,046,945$64.3M0.05%+129,30213F-HRTimelineGroup
Waypoint Wealth Partners Inc.918,324$56.4M15.37%-1,16213F-HRTimeline
Plancorp, LLC904,834$55.5M2.28%+3,02913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY821,083$50.4M<0.01%-9,58813F-HR/ATimelineGroup
OneDigital Investment Advisors LLC807,388$49.5M0.57%+178,34813F-HRTimeline
Creative Planningin group Creative Planning780,582$47.9M0.05%-33,67613F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC757,118$46.5M9.23%-32,55213F-HRTimeline
Werba Rubin Papier Wealth Management750,964$46.1M10.87%+7,29313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC691,322$42.4M0.86%new13F-HRTimelineGroup
ATWOOD & PALMER INC690,441$42.4M2.9%+40,86313F-HRTimeline
ESL Trust Services, LLC689,270$42.3M9.43%+65013F-HRTimeline
Pacific Life Fund Advisors LLC675,155$41.4M4.3%+26,14413F-HRTimeline
Diversified Portfolios, Inc.673,880$41.4M4.51%+94,85213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC670,740$41.2M0.09%new13F-HRTimelineGroup
Versant Capital Management, Inc654,518$40.2M8.66%+1,32013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV606,115$37.2M0.09%new13F-HRTimeline
BSW Wealth Partners590,822$36.3M5.32%-6,27713F-HRTimeline
CWM, LLCin group CWM, LLC572,998$35.2M0.15%+24,64313F-HRTimelineGroup
CGN Advisors LLC563,921$34.6M3.36%+42,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC548,515$33.7M0.01%+77,95413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN504,735$31M0.01%+70,33313F-HRTimelineGroup
Quantum Financial Advisors, LLC435,493$26.7M4.07%+39,22413F-HRTimeline
Cresset Asset Management, LLC434,421$26.7M0.13%+81313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding432,372$26.5M+122,707Timeline
UBS Group AGin group UBS Group AG423,568$26M0.01%+21,18813F-HRTimelineGroup
RVW Wealth, LLC404,833$24.8M2.32%-8,11213F-HRTimeline
Foundations Investment Advisors, LLC402,810$24.7M0.48%+42,74513F-HRTimeline
Yardley Wealth Management LLC385,191$23.9M11.61%+59,19013F-HRTimeline
Executive Wealth Management, LLC387,857$23.8M1.86%-2,95113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT382,858$23.5M4.68%+5,83013F-HRTimeline
Modera Wealth Management, LLC382,550$23.5M0.28%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC378,144$23.2M0.03%+28,09413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding363,777$22.3M+81,598Timeline
CARDIFF PARK ADVISORS, LLC343,703$21.1M2.01%+14,46813F-HRTimeline
SC&H Financial Advisors, Inc.338,357$20.8M4.29%+16,71013F-HRTimeline
Bridgewater Advisors Inc.340,063$20.7M2.16%+74,50113F-HRTimeline
BCR Wealth Strategies, LLC333,254$20.5M9.57%+15,84713F-HRTimeline
HUB Investment Partners, LLC333,186$20.4M0.86%-40,43113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC330,302$20.3M0.21%+59,25913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…328,124$20.1M0.01%+326,81713F-HRTimelineGroup
Highland Financial Advisors, LLC326,231$20M6.94%+15,63513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC321,048$19.7M0.15%+35,15113F-HRTimelineGroup
Tarbox Family Office, Inc.311,355$19.1M3.15%+10,25013F-HRTimeline
Krilogy Financial LLC302,947$18.6M1.24%+12,29113F-HRTimeline
WCG Wealth Advisors LLC295,474$18.1M1.2%+21,92813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…295,418$18.1M7.17%+3,12113F-HRTimeline
Cannon Financial Strategists, Inc.294,832$18.1M3.1%+28,84113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp291,962$17.9M<0.01%+32,30213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC281,744$17.3M0.01%13F-HR/ATimelineGroup
GRAND WEALTH MANAGEMENT, LLC268,587$16.5M9.19%+35,32413F-HRTimeline
WR Wealth Planners, LLC264,535$16.2M5.22%+16,96613F-HRTimeline
Family Investment Center, Inc.264,376$16.2M4.12%-19,75213F-HRTimeline
Strategic Blueprint, LLC263,124$16.1M0.96%+11,03213F-HRTimeline
Oak Wealth Advisors LLC260,539$16M12.3%13F-HRTimeline
Trellis Wealth Advisors LLC259,635$15.9M8.01%+5,07513F-HRTimeline
Apella Capital, LLC256,547$15.7M0.6%+83,90813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS247,984$15.2M6.48%+29,12113F-HRTimeline
HTG Investment Advisors, Inc.246,133$15.1M6.91%+21,45613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…234,405$14.4M0.04%+40,31613F-HRTimelineGroup
Zhang Financial LLC232,933$14.3M0.82%+61,92813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.232,340$14.3M5.79%-17113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC212,958$13.1M4.54%+15,08913F-HRTimeline
Freedom Financial Partners LLC211,578$13M6.26%13F-HRTimeline
WMG Financial Advisors, LLC208,801$12.8M5.52%+16,75013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.206,379$12.7M0.18%+38,92213F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC205,952$12.6M0.53%-1,70413F-HRTimeline
Burton Enright Welch201,702$12.4M2.6%+8,65813F-HRTimeline
Symphony Financial, Ltd. Co.191,484$12.1M1.91%+18,56213F-HRTimeline
AWM CAPITAL, LLC195,720$12M1.47%-76113F-HRTimeline
Passive Capital Management, LLC.195,147$12M4.22%+4,32413F-HRTimeline
IAG Wealth Partners, LLC191,968$11.8M2.08%+15,44613F-HRTimeline
IAM Advisory, LLC190,988$11.7M2.97%-2,66613F-HRTimeline
CURIO WEALTH, LLC183,192$11.2M6.05%13F-HRTimeline
MML INVESTORS SERVICES, LLC181,537$11.1M0.04%+6,45513F-HRTimeline
Echo Wealth Management, LLC180,537$11.1M7.66%+15,86313F-HRTimeline
FAS Wealth Partners, Inc.178,531$11M0.92%+13,68613F-HRTimeline
PrairieView Partners, LLC177,421$10.9M1.14%-571,65613F-HRTimeline
World Investment Advisors172,105$10.6M0.29%+19,60313F-HRTimeline
Stephens Consulting, LLC167,850$10.3M2.58%+20,34113F-HRTimeline
CVA Family Office, LLC167,743$10.3M1.63%+18,66913F-HRTimeline
WorthPointe, LLC161,895$9.94M4.13%+11,90313F-HRTimeline
Broadway Wealth Solutions, Inc.159,081$9.76M7.4%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…151,986$9.33M0.25%-18,16813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC148,500$9.11M0.01%new13F-HRTimelineGroup
BWM Planning, LLC147,267$9.04M3.93%+25,98913F-HRTimeline
Lutz Financial Services LLC144,535$8.87M0.72%+9213F-HRTimeline
TCI Wealth Advisors, Inc.142,954$8.77M0.73%+5,95913F-HRTimeline
Hill Investment Group Partners, LLC142,297$8.73M1.17%-6,11513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC141,240$8.67M2.02%+16,27013F-HRTimeline
Signature Resources Capital Management,…129,975$7.98M7.12%+84913F-HRTimeline
ARQ WEALTH ADVISORS, LLC125,860$7.72M2.94%-26,10813F-HRTimeline
Canvas Wealth Advisors, LLC124,508$7.64M1.92%-8,19213F-HRTimeline
McLean Asset Management Corp123,630$7.59M2.28%+30,27813F-HRTimeline
Financial Symmetry Inc123,419$7.57M5.13%+38,48013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC123,214$7.56M1.6%-4,49113F-HRTimeline
Disciplina Capital Management LLC119,686$7.35M1.24%-2,04813F-HRTimeline
Trace Wealth Advisors, LLC113,926$6.99M6.27%13F-HRTimeline
Visionary Wealth Advisors112,483$6.9M0.4%+1,57313F-HRTimeline
Larson Financial Group LLC112,167$6.88M0.36%-1,19613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC110,956$6.81M2.68%-3,75513F-HRTimeline
SAGE RHINO CAPITAL LLC107,356$6.59M1.44%+6,20813F-HRTimeline
Perigon Wealth Management, LLC104,954$6.49M0.16%+3,44413F-HRTimeline
Annandale Capital, LLC105,392$6.47M1.28%+38613F-HRTimeline
Evensky & Katz LLC104,865$6.44M0.42%+41,24113F-HRTimeline
Strategic Financial Concepts, LLC104,652$6.42M1.23%+23,44213F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104,368$6.41M<0.01%+7,86413F-HRTimelineGroup
Physician Wealth Solutions Inc.99,909$6.13M3.07%+1,72713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.98,204$6.03M1.94%+4,33413F-HRTimeline
Clarity Capital Advisors, LLC95,845$5.88M3.94%+1,22513F-HRTimeline
Ariadne Wealth Management, LP90,859$5.88M2.69%+7,74113F-HRTimeline
Parkworth Wealth Management, Inc.93,773$5.75M4.79%13F-HRTimeline
Sequoia Financial Advisors, LLC93,157$5.72M0.06%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,585$5.72M0.03%-12,84913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC92,796$5.69M0.45%new13F-HRTimeline
Burk Holdings LLC90,428$5.55M4.49%13F-HRTimeline
Holcombe Financial, Inc.90,305$5.54M4.56%13F-HRTimeline
Chicago Partners Investment Group LLC88,254$5.45M0.18%+5,90713F-HRTimeline
Global Retirement Partners, LLC87,200$5.35M0.15%+77,25613F-HRTimeline
Great Point Wealth Advisors, LLC87,182$5.35M1.17%-63913F-HRTimeline
Cornerstone Wealth Management, LLC85,966$5.28M0.36%+50,34913F-HRTimeline
Symmetry Partners, LLC85,447$5.24M0.75%new13F-HRTimeline
Gateway Wealth Partners, LLC83,874$5.15M1.33%-44,54013F-HRTimeline
NewEdge Advisors, LLC83,453$5.12M0.03%+42,77013F-HRTimeline
Advisory Resource Group81,214$4.98M1.06%+7,46213F-HRTimeline
B&D White Capital Company, LLC75,492$4.63M0.78%+23,00313F-HRTimeline
Wedmont Private Capital75,132$4.57M0.24%+5,99013F-HRTimeline
Kelman-Lazarov, Inc.74,079$4.55M0.82%+79013F-HRTimeline
AGH Wealth Advisors, LLC73,922$4.54M4.2%13F-HRTimeline
Milestone Investment Advisors LLC73,790$4.53M1.23%new13F-HRTimeline
Austin Asset Management Co Inc68,799$4.22M0.84%+23,19713F-HRTimeline
True Wealth Design, LLC66,692$4.09M1.59%+13,49313F-HRTimeline
FMB WEALTH MANAGEMENT66,418$4.08M2.3%-35613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…65,546$4.02M0.23%+17,97513F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.65,500$4.02M2.1%-3,78613F-HRTimeline
Falcon Wealth Planning63,874$3.92M0.44%+15,95013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,452$3.83M0.02%+33,30313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,631$3.78M0.01%+12,70913F-HR/ATimelineGroup
Lakeridge Wealth Management LLC61,293$3.76M1.94%+18,60613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC59,527$3.65M1.38%+9,90013F-HRTimeline
ANDERSON HOAGLAND & CO58,566$3.64M0.37%+3,33113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC57,826$3.55M1.63%-2413F-HRTimeline
Orion Porfolio Solutions, LLC57,649$3.54M0.04%-5,49813F-HRTimeline
Orion Portfolio Solutions, LLC57,649$3.54M0.04%-5,49813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC57,149$3.51M0.5%+1,01113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…55,931$3.43M0.09%-19,73213F-HRTimelineGroup
Flagstone Financial Management55,076$3.38M1.12%+1,79513F-HRTimeline
Magnolia Private Wealth, LLC54,336$3.33M2.97%13F-HRTimeline
Valued Wealth Advisors LLC52,585$3.23M2.02%+79113F-HRTimeline
Mariner, LLCin group Mariner, LLC51,265$3.15M0.01%-56613F-HRTimelineGroup
Waterfront Wealth Inc.49,967$3.07M0.75%-45013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,326$3.03M<0.01%+10,50713F-HRTimelineGroup
D.A. DAVIDSON & CO.49,190$3.02M0.02%+1,23213F-HRTimeline
Cypress Point Wealth Management, LLC48,672$2.99M0.93%+56913F-HRTimeline
CENTRAL TRUST Co48,514$2.98M0.07%-5,15113F-HRTimeline
Family Office Research LLC47,261$2.9M1.27%13F-HRTimeline
Farther Finance Advisors, LLC45,757$2.81M0.1%+2,65113F-HRTimeline
Plum Street Advisors, LLC45,610$2.8M1.38%+1,59613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC43,557$2.67M0.34%-1713F-HRTimeline
Brown Financial Advisors43,505$2.67M1.07%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…42,509$2.61M0.64%-1,81613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.41,644$2.56M2.43%13F-HRTimeline
Haven Private, LLC40,994$2.52M1.41%13F-HRTimeline
Paul R. Ried Financial Group, LLC40,594$2.49M1.75%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…40,464$2.48M0.5%+13,56813F-HRTimeline
Arcadia Wealth Management, Inc.39,315$2.41M2.05%13F-HRTimeline
Cascade Financial Partners, LLC38,475$2.36M0.31%+6,93013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,434$2.36M<0.01%+11,70113F-HRTimelineGroup
Private Advisor Group, LLC38,293$2.35M0.01%+2,69213F-HRTimeline
&PARTNERS37,908$2.33M0.03%+14,92913F-HRTimeline
Herold Advisors, Inc.37,865$2.32M0.51%+1,82813F-HRTimeline
Prospect Financial Group LLC37,601$2.31M2.84%13F-HRTimeline
AIRE ADVISORS, LLC37,234$2.29M0.47%+13,98913F-HRTimeline
Golden State Wealth Management, LLC37,225$2.28M0.34%13F-HRTimeline
Orion Capital Management LLC37,209$2.28M1%+76213F-HRTimeline
Financial Engines Advisors L.L.C.36,905$2.26M<0.01%+14,17613F-HRTimeline
QUARRY HILL ADVISORS, LLC36,132$2.22M1.49%-8313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,071$2.21M<0.01%+3,37713F-HRTimelineGroup
Accredited Wealth Management, LLC35,729$2.19M1.92%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC35,233$2.16M0.59%+1,90313F-HRTimeline
SJS Investment Consulting Inc.35,179$2.16M0.37%+1,02213F-HRTimeline
Clearwater Capital Advisors, LLC34,066$2.09M0.2%new13F-HRTimeline
Armbruster Capital Management, Inc.33,392$2.05M0.42%+4,71013F-HRTimeline
REDW Wealth LLC33,280$2.04M0.71%-31,51013F-HRTimeline
CAP Partners, LLC33,266$2.04M1.44%+1,23613F-HRTimeline
Sterneck Capital Management, LLC33,136$2.03M1.1%+47013F-HRTimeline
L.K. Benson & Company, P.C.31,667$1.94M1.37%13F-HRTimeline
COMERICA BANK31,412$1.93M0.01%+1,67813F-HR/ATimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP31,199$1.91M0.52%-11013F-HRTimelineGroup