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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

433 managers (436 13F filers) reported a position in AVDE shares at 2025-03-31, 75,929,218 shares in all. 41 filers opened a position and 22 filers sold out during the quarter.

Managers
433
13F filers
436
New
41
Added
214
Reduced
126
Sold out
22
Shares held by filers
75,929,218

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,731,636$314M0.6%-158,60513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,886,563$258M0.42%+501,91213F-HRTimelineGroup
Annex Advisory Services, LLC3,790,021$251M7.12%-1,145,19113F-HRTimeline
Rockwood Wealth Management, LLC2,844,520$189M19.21%+187,48713F-HRTimeline
HighTower Advisors, LLC2,529,397$168M0.23%+83,88913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,019,102$134M0.08%-200,27913F-HRTimelineGroup
HB Wealth Management, LLC2,007,800$133M1.12%+2,000,59013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,898,945$126M0.01%+561,43213F-HRTimelineGroup
LPL Financial LLC1,679,578$111M0.04%+144,36313F-HRTimeline
Oak Root LLC1,523,081$101M13.53%+6,71013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,380,692$91.5M-101,822Timeline
Adero Partners, LLC1,220,027$80.9M5.29%+40,69513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,193,068$79.1M1.59%+501,74613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,175,937$77.9M0.18%+569,82213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,100,998$73M0.06%+54,05313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY965,083$64M<0.01%+144,00013F-HRTimelineGroup
Waypoint Wealth Partners Inc.942,590$62.5M17.27%+24,26613F-HRTimeline
Plancorp, LLC894,100$59.3M2.35%-10,73413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC850,000$56.3M0.1%+701,50013F-HR/ATimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC789,405$52.3M10.37%+32,28713F-HRTimeline
CWM, LLCin group CWM, LLC781,452$51.8M0.21%+208,45413F-HRTimelineGroup
OneDigital Investment Advisors LLC743,064$49.2M0.58%-64,32413F-HRTimeline
Creative Planningin group Creative Planning741,046$49.1M0.05%-39,53613F-HRTimelineGroup
Werba Rubin Papier Wealth Management738,696$49M10.65%-12,26813F-HRTimeline
Diversified Portfolios, Inc.738,617$48.9M5.15%+64,73713F-HRTimeline
ATWOOD & PALMER INC710,627$47.1M3.27%+20,18613F-HRTimeline
ESL Trust Services, LLC689,463$45.7M10.31%+19313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC657,309$43.6M0.09%-13,43113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC657,878$43.6M0.01%+109,36313F-HRTimelineGroup
Versant Capital Management, Inc653,815$43.3M7.27%-70313F-HRTimeline
Pacific Life Fund Advisors LLC628,541$41.7M4.67%-46,61413F-HRTimeline
BSW Wealth Partners596,607$39.5M6%+5,78513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN552,551$36.6M0.01%+47,81613F-HRTimelineGroup
CGN Advisors LLC523,959$34.7M3.4%-39,96213F-HRTimeline
Cresset Asset Management, LLC503,803$33.4M0.17%+69,38213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding482,557$32M+50,185Timeline
UBS Group AGin group UBS Group AG479,307$31.8M0.01%+55,73913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC475,099$31.5M0.04%+96,95513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…450,053$29.8M0.02%+121,92913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding435,848$28.9M+72,071Timeline
Quantum Financial Advisors, LLC432,298$28.6M4.27%-3,19513F-HRTimeline
Bridgewater Advisors Inc.413,727$28.6M2.47%+73,66413F-HRTimeline
Foundations Investment Advisors, LLC415,047$27.5M0.51%+12,23713F-HRTimeline
Modera Wealth Management, LLC413,763$27.4M0.37%+31,21313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC401,775$26.6M0.01%+120,03113F-HRTimelineGroup
Apella Capital, LLC409,567$26M0.89%+153,02013F-HRTimeline
Simplicity Wealth,LLC390,207$25.9M2.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC346,386$23M2.22%+2,68313F-HRTimeline
Yardley Wealth Management LLC343,697$22.8M13.42%-41,49413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC339,686$22.5M0.19%+18,63813F-HR/ATimelineGroup
HUB Investment Partners, LLC339,584$22.5M0.91%+6,39813F-HRTimeline
SC&H Financial Advisors, Inc.336,393$22.3M4.39%-1,96413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT332,825$22.1M4.37%-50,03313F-HRTimeline
BCR Wealth Strategies, LLC331,389$22M9.64%-1,86513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp329,337$21.8M<0.01%+37,37513F-HRTimelineGroup
RVW Wealth, LLC323,171$21.4M2.02%-81,66213F-HRTimeline
Krilogy Financial LLC315,264$20.9M1.35%+12,31713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…321,344$20.5M8.35%+25,92613F-HRTimeline
Tarbox Family Office, Inc.304,902$20.2M3.36%-6,45313F-HRTimeline
WCG Wealth Advisors LLC303,011$20.1M1.53%+7,53713F-HR/ATimeline
Cannon Financial Strategists, Inc.294,009$19.5M3.34%-82313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC287,245$19M10.46%+18,65813F-HRTimeline
Oak Wealth Advisors LLC281,321$18.6M13.79%+20,78213F-HRTimeline
Strategic Blueprint, LLC272,048$18M0.98%+8,92413F-HRTimeline
Caliber Wealth Management, LLC / KS271,238$18M2.45%13F-HRTimeline
HTG Investment Advisors, Inc.262,834$17.4M7.27%+16,70113F-HRTimeline
Trellis Wealth Advisors LLC261,669$17.3M8.42%+2,03413F-HRTimeline
Zhang Financial LLC260,466$17.3M0.91%+27,53313F-HRTimeline
Highland Financial Advisors, LLC252,082$16.7M5.98%-74,14913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS251,302$16.7M6.74%+3,31813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC250,116$16.6M0.2%-80,18613F-HRTimelineGroup
BCWM, LLC241,204$16M5.56%new13F-HRTimeline
B&D White Capital Company, LLC238,790$15.8M2.33%+163,29813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…238,431$15.8M0.04%+4,02613F-HRTimelineGroup
Freedom Financial Partners LLC230,466$15.3M7.11%+18,88813F-HRTimeline
Disciplina Capital Management LLC225,693$15M2.18%+106,00713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC225,613$15M0.52%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.235,733$14.8M6.04%+3,39313F-HRTimeline
IAG Wealth Partners, LLC217,776$14.4M2.24%+25,80813F-HRTimeline
WMG Financial Advisors, LLC217,528$14.4M6.13%+8,72713F-HRTimeline
CVA Family Office, LLC213,268$14.1M2.17%+45,52513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC210,285$13.9M4.76%-2,67313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.209,840$13.9M0.21%+3,46113F-HRTimelineGroup
Burton Enright Welch202,573$13.4M2.73%+87113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC202,182$13.4M0.58%-3,77013F-HRTimeline
Henderson Brothers Financial Partners, …162,181$13.4M6.69%13F-HRTimeline
World Investment Advisors197,825$13.1M0.34%+25,72013F-HRTimeline
Passive Capital Management, LLC.195,834$13M4.11%+68713F-HRTimeline
IAM Advisory, LLC189,329$12.5M3.26%-1,65913F-HRTimeline
AWM CAPITAL, LLC186,833$12.4M1.44%-8,88713F-HRTimeline
Echo Wealth Management, LLC182,601$12.1M8.18%+2,06413F-HRTimeline
Family Investment Center, Inc.179,203$11.9M2.9%-85,17313F-HRTimeline
FAS Wealth Partners, Inc.179,033$11.9M0.97%+50213F-HRTimeline
Stephens Consulting, LLC172,043$11.4M2.87%+4,19313F-HRTimeline
Broadway Wealth Solutions, Inc.167,243$11.1M8.09%+8,16213F-HRTimeline
BWM Planning, LLC165,551$11M4.64%+18,28413F-HRTimeline
WorthPointe, LLC163,426$10.8M4.94%+1,53113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC163,328$10.8M2.08%new13F-HRTimeline
NewEdge Advisors, LLC159,562$10.6M0.06%+76,10913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC158,738$10.5M4.55%new13F-HRTimeline
PrairieView Partners, LLC157,787$10.5M1.09%-19,63413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC149,879$9.93M2.26%+8,63913F-HRTimeline
TCI Wealth Advisors, Inc.147,358$9.77M0.78%+4,40413F-HRTimeline
MML INVESTORS SERVICES, LLC146,927$9.74M0.03%-34,61013F-HRTimeline
Lutz Financial Services LLC143,701$9.52M0.78%-83413F-HRTimeline
Hill Investment Group Partners, LLC132,628$8.79M1.21%-9,66913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC130,527$8.65M1.72%+7,31313F-HRTimeline
McLean Asset Management Corp143,052$8.49M2.8%+19,42213F-HRTimeline
Signature Resources Capital Management,…127,117$8.42M7.25%-2,85813F-HRTimeline
Financial Symmetry Inc127,067$8.42M5.17%+3,64813F-HRTimeline
Canvas Wealth Advisors, LLC125,068$8.4M2.16%+56013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124,041$8.22M<0.01%+19,67313F-HRTimelineGroup
Strategic Financial Concepts, LLC121,235$8.03M1.51%+16,58313F-HRTimeline
Trace Wealth Advisors, LLC118,661$7.86M7.01%+4,73513F-HRTimeline
Pasadena Private Wealth, LLC118,400$7.85M1.51%new13F-HRTimeline
Advisory Resource Group114,754$7.6M1.55%+33,54013F-HRTimeline
AGH Wealth Advisors, LLC113,780$7.54M7.27%+39,85813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…110,822$7.34M0.18%-41,16413F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC110,461$7.32M2.87%-49513F-HRTimeline
Larson Financial Group LLC108,953$7.22M0.34%-3,21413F-HRTimeline
Annandale Capital, LLC105,692$7M1.31%+30013F-HRTimeline
Evensky & Katz LLC104,865$6.95M0.47%013F-HRTimeline
Perigon Wealth Management, LLC104,569$6.93M0.18%-38513F-HRTimeline
SAGE RHINO CAPITAL LLC102,970$6.82M1.58%-4,38613F-HRTimeline
Physician Wealth Solutions Inc.100,008$6.63M3.33%+9913F-HRTimeline
Visionary Wealth Advisors99,616$6.6M0.4%-12,86713F-HRTimeline
Waverly Advisors, LLC98,695$6.54M0.08%+70,78913F-HRTimeline
Clarity Capital Advisors, LLC96,208$6.38M4.19%+36313F-HRTimeline
Ariadne Wealth Management, LP90,136$6.32M3.3%-72313F-HRTimeline
ShankerValleau Wealth Advisors, Inc.95,170$6.31M2.05%-3,03413F-HRTimeline
Parkworth Wealth Management, Inc.93,350$6.19M4.94%-42313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC93,314$6.18M6.01%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,241$6.11M0.03%-34413F-HRTimelineGroup
Milestone Investment Advisors LLC91,798$6.08M1.69%+18,00813F-HRTimeline
Sequoia Financial Advisors, LLC91,265$6.05M0.05%-1,89213F-HRTimeline
Burk Holdings LLC90,807$6.02M4.54%+37913F-HRTimeline
Chicago Partners Investment Group LLC85,458$5.97M0.2%-2,79613F-HRTimeline
ARQ WEALTH ADVISORS, LLC88,722$5.88M2.18%-37,13813F-HRTimeline
SAX WEALTH ADVISORS, LLC88,105$5.84M0.42%-4,69113F-HRTimeline
Holcombe Financial, Inc.87,840$5.82M4.83%-2,46513F-HRTimeline
Symmetry Partners, LLC87,789$5.82M0.81%+2,34213F-HRTimeline
Cornerstone Wealth Management, LLC86,604$5.74M0.39%+63813F-HRTimeline
Great Point Wealth Advisors, LLC86,424$5.73M1.24%-75813F-HRTimeline
Gateway Wealth Partners, LLC85,494$5.67M1.27%+1,62013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,754$5.35M<0.01%+44,68313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,054$5.31M0.01%+18,42313F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC74,373$4.93M1.5%+58,73513F-HRTimeline
Kelman-Lazarov, Inc.73,814$4.89M0.89%-26513F-HRTimeline
Brown Financial Advisors73,448$4.87M2.01%+29,94313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…71,945$4.77M0.26%+6,39913F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.70,695$4.68M2.36%+5,19513F-HRTimeline
&PARTNERS69,579$4.68M0.05%+31,67113F-HRTimeline
Austin Asset Management Co Inc70,547$4.68M0.97%+1,74813F-HRTimeline
Wedmont Private Capital69,424$4.46M0.23%-5,70813F-HRTimeline
Magnolia Private Wealth, LLC157,627$4.44M3.76%+103,29113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,237$4.43M<0.01%+16,91113F-HR/ATimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC66,537$4.41M1.61%+7,01013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,525$4.41M0.12%+10,59413F-HRTimelineGroup
Lakeridge Wealth Management LLC64,913$4.3M2.15%+3,62013F-HRTimeline
FMB WEALTH MANAGEMENT64,441$4.27M2.36%-1,97713F-HRTimeline
True Wealth Design, LLC64,270$4.26M1.62%-2,42213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,206$4.06M0.02%-1,24613F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC59,921$3.97M1.98%+2,09513F-HRTimeline
CENTRAL TRUST Co56,372$3.74M0.09%+7,85813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC56,134$3.72M0.51%-1,01513F-HRTimeline
Flagstone Financial Management55,778$3.7M1.19%+70213F-HRTimeline
Orion Porfolio Solutions, LLC54,709$3.63M0.04%-2,94013F-HRTimeline
Orion Portfolio Solutions, LLC54,709$3.63M0.04%-2,94013F-HR/ATimeline
Valued Wealth Advisors LLC54,186$3.59M2.16%+1,60113F-HRTimeline
ANDERSON HOAGLAND & CO59,729$3.54M0.42%+1,16313F-HRTimeline
Modern Wealth Management, LLC51,731$3.43M0.11%+46,32613F-HR/ATimeline
Waterfront Wealth Inc.50,838$3.37M0.82%+87113F-HRTimeline
Falcon Wealth Planning50,366$3.34M0.37%-13,50813F-HRTimeline
Mariner, LLCin group Mariner, LLC49,961$3.31M0.01%-1,30413F-HRTimelineGroup
Cypress Point Wealth Management, LLC49,317$3.27M1.04%+64513F-HRTimeline
D.A. DAVIDSON & CO.48,326$3.2M0.03%-86413F-HRTimeline
Farther Finance Advisors, LLC47,948$3.18M0.08%+2,19113F-HRTimeline
Family Office Research LLC47,337$3.14M1.53%+7613F-HRTimeline
CoreCap Advisors, LLC46,566$3.09M0.14%+18,21913F-HRTimeline
Paul R. Ried Financial Group, LLC46,235$3.06M2.13%+5,64113F-HRTimeline
Herold Advisors, Inc.44,818$2.97M0.65%+6,95313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.43,513$2.88M1.57%+1,86913F-HRTimeline
Plum Street Advisors, LLC43,452$2.88M1.39%-2,15813F-HRTimeline
IHT Wealth Management, LLC43,253$2.87M0.09%+16,55313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,776$2.83M0.38%-78113F-HRTimeline
QUARRY HILL ADVISORS, LLC42,398$2.81M1.83%+6,26613F-HRTimeline
Arcadia Wealth Management, Inc.41,834$2.77M2.16%+2,51913F-HRTimeline
Armbruster Capital Management, Inc.41,182$2.73M0.54%+7,79013F-HRTimeline
REDW Wealth LLC41,165$2.73M1.02%+7,88513F-HRTimeline
Private Advisor Group, LLC41,149$2.73M0.02%+2,85613F-HRTimeline
Mattson Financial Services, LLC40,974$2.72M0.82%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…39,957$2.65M0.63%-2,55213F-HRTimeline
LexAurum Advisors, LLC39,407$2.61M0.5%+15,38913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp38,591$2.56M0.12%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,405$2.55M<0.01%-2913F-HRTimelineGroup
Orion Capital Management LLC37,704$2.5M1.05%+49513F-HRTimeline
AIRE ADVISORS, LLC37,436$2.48M0.52%+20213F-HRTimeline
Prospect Financial Group LLC37,358$2.48M3.16%-24313F-HRTimeline
Golden State Wealth Management, LLC37,331$2.47M0.37%+10613F-HR/ATimeline
Cascade Financial Partners, LLC37,323$2.47M0.31%-1,15213F-HRTimeline