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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

511 managers (515 13F filers) reported a position in AVDE shares at 2025-09-30, 102,776,055 shares in all. 53 filers opened a position and 36 filers sold out during the quarter.

Managers
511
13F filers
515
New
53
Added
237
Reduced
135
Sold out
36
Shares held by filers
102,776,055

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,932,115$389M0.09%+3,853,67713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,895,332$389M0.59%+167,12713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,071,650$321M+2,378,031Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,671,927$290M0.15%+295,67013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,605,697$284M0.45%-441,52413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,948,595$233M1.9%new13F-HRTimeline
Rockwood Wealth Management, LLC2,808,323$222M17.71%+261,40513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,703,438$213M0.14%+1,552,17713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,674,765$211M0.02%+419,04713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,639,746$208M0.13%+2,046,55813F-HRTimelineGroup
HighTower Advisors, LLC2,355,590$186M0.21%-10,44113F-HRTimeline
LPL Financial LLC2,304,985$182M0.05%+326,34313F-HRTimeline
Annex Advisory Services, LLC2,131,312$168M3.58%-211,01613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,049,271$162M0.01%+346,45113F-HR/ATimelineGroup
HB Wealth Management, LLC1,684,856$133M0.9%-11,34313F-HRTimeline
Oak Root LLC1,514,299$119M13.84%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,489,885$118M-131,702Timeline
Gradient Investments LLCin group Gradient Investments LLC1,314,112$104M1.73%+109,85413F-HRTimelineGroup
CWM, LLCin group CWM, LLC992,713$78.3M0.24%+128,89313F-HRTimelineGroup
UBS Group AGin group UBS Group AG977,614$77.1M0.02%+195,04513F-HRTimelineGroup
Beacon Pointe Advisors, LLC925,546$73M0.62%new13F-HRTimeline
Plancorp, LLC873,489$68.9M2.16%-7,12113F-HRTimeline
Diversified Portfolios, Inc.860,652$67.9M5.99%+50,34113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC852,722$67.3M10.34%-4,27613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN850,512$67.1M0.01%+133,10313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC823,699$65M0.11%+132,47013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC787,011$62.1M0.02%+319,20113F-HRTimelineGroup
Werba Rubin Papier Wealth Management783,850$61.8M9.99%+31,34313F-HRTimeline
ATWOOD & PALMER INC736,112$58.1M3.41%+4,78513F-HRTimeline
ESL Trust Services, LLC724,307$57.1M11.21%-10,19613F-HRTimeline
First National Trust Co715,579$56.5M1.93%new13F-HRTimeline
Parallel Advisors, LLC704,135$55.6M1.02%+703,94013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding689,911$54.4M+155,823Timeline
Creative Planningin group Creative Planning667,462$52.7M0.04%-27,83413F-HRTimelineGroup
BSW Wealth Partners648,068$51.1M6.37%+26,28413F-HRTimeline
Apella Capital, LLC632,451$50.1M1.12%+90,28413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT618,657$48.8M8.99%+120,82213F-HRTimeline
CGN Advisors LLC616,143$48.6M4%+37,02013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC613,401$48.4M0.29%+263,79813F-HR/ATimelineGroup
Cresset Asset Management, LLC612,761$48.3M0.21%+50,14113F-HR/ATimeline
Versant Capital Management, Inc606,096$47.8M6.51%-42,50613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC581,980$45.9M0.06%+77,69213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC575,848$45.4M1.28%+131,40613F-HRTimeline
Pacific Life Fund Advisors LLC520,709$41.1M4.21%-31,01013F-HRTimeline
Simplicity Wealth,LLC484,792$38.3M2.21%-336,99813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp484,129$38.2M0.01%+52,88913F-HRTimelineGroup
Bridgewater Advisors Inc.480,389$37.9M2.63%+38,37213F-HRTimeline
OneDigital Investment Advisors LLC476,659$37.6M0.39%-60,80613F-HRTimeline
Foundations Investment Advisors, LLC453,020$35.7M0.52%+20,20513F-HRTimeline
Quantum Financial Advisors, LLC444,211$35M4.27%+15,06913F-HRTimeline
&PARTNERS439,229$34.8M0.22%+157,63913F-HRTimeline
Modern Wealth Management, LLC429,746$33.9M0.67%+323,48513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV418,028$33M0.06%-97,81613F-HRTimeline
IAM Advisory, LLC407,626$32.2M7.23%+4,00313F-HRTimeline
Modera Wealth Management, LLC392,739$31M0.36%-10,13213F-HRTimeline
McLean Asset Management Corp378,681$30.3M6.25%+213,23413F-HRTimeline
JSF Financial, LLC375,742$29.6M6.58%new13F-HRTimeline
Waverly Advisors, LLC372,508$29.4M0.29%+142,67413F-HRTimeline
Krilogy Financial LLC361,606$28.6M1.07%+47,31213F-HRTimeline
SC&H Financial Advisors, Inc.341,897$27M4.4%-16,23213F-HRTimeline
BCR Wealth Strategies, LLC340,788$26.9M9.46%+5,52513F-HRTimeline
Zhang Financial LLC340,269$26.8M1.09%+47,50513F-HRTimeline
Compass Ion Advisors, LLC339,800$26.8M2.58%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC326,725$25.8M1.98%+2,17513F-HRTimeline
WCG Wealth Advisors LLC324,371$25.6M1.6%+5,54713F-HRTimeline
Financial Enhancement Group LLC310,434$24.8M3.32%+278,50513F-HRTimeline
RVW Wealth, LLC310,408$24.5M1.91%-5,78713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…309,620$24.4M0.05%+41,05713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC309,404$24.4M0.19%+30,42113F-HRTimelineGroup
Oak Wealth Advisors LLC308,843$24.4M14.16%+12,72713F-HRTimeline
ACT Advisors, LLC.308,347$24.3M9.82%-92,33513F-HRTimeline
Yardley Wealth Management LLC304,232$24M13.41%-31,15513F-HRTimeline
Capital Planning Advisors, LLC303,012$23.9M3.28%+13,97213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…299,150$23.6M8.25%+2,59813F-HRTimeline
Tarbox Family Office, Inc.297,796$23.5M3.45%-6,26813F-HRTimeline
BWM Planning, LLC289,003$22.8M6.79%+26,22313F-HRTimeline
Strategic Blueprint, LLC288,301$22.7M0.99%+1,72313F-HRTimeline
CVA Family Office, LLC276,728$21.8M2.81%+41,36413F-HRTimeline
HTG Investment Advisors, Inc.276,722$21.8M7.35%+4,22913F-HRTimeline
Caliber Wealth Management, LLC / KS270,761$21.4M2.38%-7,09913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS269,058$21.2M6.62%+73013F-HRTimeline
Mason & Associates Inc266,192$21M4.23%+90,75313F-HRTimeline
BCWM, LLC265,887$21M6.28%+13,29513F-HRTimeline
Cannon Financial Strategists, Inc.265,224$20.9M2.99%-8,96213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC260,452$20.5M9.92%-4,39913F-HRTimeline
Visionary Wealth Advisors259,340$20.5M0.95%+160,50413F-HRTimeline
Trellis Wealth Advisors LLC257,108$20.3M8.26%-8,06113F-HRTimeline
Freedom Financial Partners LLC246,766$19.5M7.42%+5,96813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding245,344$19.4M+124,372Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP244,708$19.2M0.01%+149,19313F-HRTimelineGroup
Disciplina Capital Management LLC238,055$18.8M2.29%+15,47513F-HRTimeline
Family Investment Center, Inc.235,460$18.6M3.86%+12,43013F-HRTimeline
B&D White Capital Company, LLC235,268$18.6M2.38%-2,83813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.233,356$18.4M5.82%-1,06013F-HRTimeline
JRM Investment Counsel, LLC232,924$18.4M5.5%+10,92413F-HRTimeline
Highland Financial Advisors, LLC232,645$18.4M5.26%+5,83113F-HRTimeline
Echo Wealth Management, LLC231,446$18.3M10.66%+6,82713F-HRTimeline
Burton Enright Welch227,272$17.9M2.71%-2,19213F-HRTimeline
Symphony Financial, Ltd. Co.221,398$17.4M2.12%+8,52213F-HRTimeline
WMG Financial Advisors, LLC216,528$17.1M5.7%-5,84213F-HRTimeline
Goldstein Advisors, LLC211,425$16.7M2.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO211,006$16.6M<0.01%+37,31913F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.207,766$16.4M0.19%-1,78313F-HRTimelineGroup
Cambridge Investment Research Advisors,…206,749$16.3M0.04%+137,48913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC202,935$16M4.8%-3,06013F-HRTimeline
IAG Wealth Partners, LLC202,458$16M1.92%+5,28713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC199,033$15.7M0.53%-16813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC197,221$15.6M2.61%+20,23713F-HRTimeline
Summit Financial, LLC194,126$15.3M0.23%new13F-HRTimeline
Private Advisor Group, LLC190,768$15.1M0.07%+32,25113F-HRTimeline
Broadway Wealth Solutions, Inc.188,022$14.8M8.32%+11,87213F-HRTimeline
World Investment Advisors187,533$14.8M0.3%-2,24113F-HRTimeline
Passive Capital Management, LLC.184,587$14.6M4.75%-13,30113F-HRTimeline
AWM CAPITAL, LLC183,213$14.5M1.31%-18713F-HRTimeline
FAS Wealth Partners, Inc.179,057$14.1M0.96%-1,67913F-HRTimeline
CURIO WEALTH, LLC170,926$13.5M5.53%-5,71013F-HRTimeline
MML INVESTORS SERVICES, LLC169,166$13.3M0.04%+14,38913F-HRTimeline
HORAN Wealth, LLC167,103$13.2M2.08%+20,29013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC164,944$13M4.69%+5,39813F-HR/ATimeline
NewEdge Advisors, LLC163,826$12.9M0.06%-23,76613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC162,877$12.9M2.31%+4,20913F-HRTimeline
Marietta Wealth Management, LLC162,805$12.8M1.57%new13F-HRTimeline
TCI Wealth Advisors, Inc.162,784$12.8M0.77%+79213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC161,555$12.7M0.01%-96,95013F-HRTimelineGroup
Lutz Financial Services LLC155,866$12.3M0.89%-2,34713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155,587$12.3M0.49%+76,78513F-HRTimelineGroup
WorthPointe, LLC151,581$12M4.48%+4,51913F-HRTimeline
Advisory Resource Group147,719$11.7M2.09%+4,01613F-HRTimeline
Canvas Wealth Advisors, LLC145,440$11.6M2.12%+11,26213F-HRTimeline
Signature Resources Capital Management,…142,576$11.2M6.16%+8,78413F-HRTimeline
Axiom Financial Strategies, LLC141,314$11.1M4.8%new13F-HRTimeline
Hill Investment Group Partners, LLC138,714$10.9M1.33%-1,12913F-HRTimeline
Financial Symmetry Inc136,875$10.8M4.84%-2,40413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC127,567$10.1M1.66%-2,58813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,502$9.74M<0.01%+7,05713F-HRTimelineGroup
Trace Wealth Advisors, LLC119,606$9.44M7.05%+1,79513F-HRTimeline
AGH Wealth Advisors, LLC117,012$9.23M6.77%+2,71513F-HRTimeline
Milestone Investment Advisors LLC116,096$9.16M2.28%+18,29413F-HRTimeline
Perigon Wealth Management, LLC114,165$9.01M0.18%-78713F-HRTimeline
Magnolia Private Wealth, LLC175,379$8.93M6.55%+67,83013F-HRTimeline
SAGE RHINO CAPITAL LLC112,493$8.88M1.72%-69113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC109,761$8.66M5.33%+15,56813F-HRTimeline
Divergent Planning, LLC107,561$8.6M2.29%+20,73613F-HR/ATimeline
Vestmark Advisory Solutions, Inc.108,789$8.58M0.16%+49,39313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC108,478$8.56M2.89%-2,67013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,133$8.54M0.01%+17,61713F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC103,764$8.19M2.29%+11,43113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/99,913$7.88M<0.01%+98,37613F-HRTimelineGroup
Clarity Capital Advisors, LLC99,190$7.83M4.26%+45313F-HRTimeline
Advance Capital Management, Inc.99,082$7.82M0.34%+9,63513F-HRTimeline
Physician Wealth Solutions Inc.98,683$7.79M3.4%-2,09113F-HRTimeline
ARQ WEALTH ADVISORS, LLC98,257$7.75M2.29%+9,53513F-HRTimeline
ABLE Financial Group, LLC96,585$7.62M1.65%+36413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…96,230$7.59M0.13%-2,92013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP96,007$7.57M0.09%new13F-HRTimeline
Gateway Wealth Partners, LLC95,233$7.51M1.01%+4,01713F-HRTimeline
Larson Financial Group LLC93,514$7.38M0.26%-6,17613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.92,278$7.28M1.87%+81913F-HRTimeline
Sequoia Financial Advisors, LLC91,265$7.2M0.04%013F-HRTimeline
Chicago Partners Investment Group LLC87,761$7.04M0.18%+2,29113F-HRTimeline
Burk Holdings LLC88,458$6.98M3.73%-2,23413F-HRTimeline
CENTRAL TRUST Co85,891$6.78M0.14%+8,99213F-HRTimeline
Cornerstone Wealth Management, LLC84,715$6.68M0.37%-1,20113F-HRTimeline
Holcombe Financial, Inc.84,129$6.64M4.63%+1,60013F-HRTimeline
Clark Wealth Partners79,860$6.57M4%new13F-HRTimeline
Hutchens & Kramer Investment Management…83,106$6.56M2.58%+32,31713F-HRTimeline
Great Point Wealth Advisors, LLC82,380$6.5M1.22%13F-HRTimeline
Kelman-Lazarov, Inc.81,531$6.43M0.95%+9,34613F-HRTimeline
Activest Wealth Management80,445$6.35M1.29%+71,92113F-HRTimeline
Lifestyle Asset Management, Inc.78,997$6.23M2.13%-8,03513F-HRTimeline
SAX WEALTH ADVISORS, LLC78,897$6.22M0.33%-5,32513F-HRTimeline
Independence Bank of Kentucky77,852$6.14M0.79%+48,77613F-HRTimeline
Ariadne Wealth Management, LP75,337$6.05M2.71%-7,62313F-HRTimeline
Lakeridge Wealth Management LLC76,148$6.01M2.67%-69413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC75,805$5.98M0.02%+34713F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC74,832$5.9M1.7%+4,20313F-HRTimeline
Brown Financial Advisors74,677$5.89M2.18%+3,39913F-HRTimeline
Midwestern Financial, LLC /IA72,348$5.71M4.9%+5,36213F-HRTimeline
Wedmont Private Capital69,691$5.53M0.21%013F-HRTimeline
FMB WEALTH MANAGEMENT66,621$5.26M2.23%+85313F-HRTimeline
Equity Wealth Partners, LLC65,462$5.16M4.19%13F-HRTimeline
Global Strategic Investment Solutions, …65,302$5.15M0.51%+8,17113F-HRTimeline
REDW Wealth LLC64,846$5.12M1.93%+18,43013F-HRTimeline
True Wealth Design, LLC64,312$5.07M1.55%-2,59313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …61,713$4.87M0.28%new13F-HRTimeline
BLVD Private Wealth, LLC61,609$4.86M4.17%+2,58113F-HRTimeline
CoreCap Advisors, LLC60,209$4.75M0.17%+4,53813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC60,135$4.74M2.03%-42613F-HRTimeline
ANDERSON HOAGLAND & CO59,628$4.7M0.42%+91313F-HRTimeline
Valued Wealth Advisors LLC59,077$4.66M2.16%-1,02813F-HRTimeline
PCG Wealth Advisors, LLC58,955$4.65M1.36%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,183$4.59M<0.01%+10,02513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC57,587$4.54M0.01%+20513F-HRTimelineGroup
Waterfront Wealth Inc.57,437$4.54M0.93%+5,59013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,799$4.48M0.11%+30,83413F-HRTimelineGroup
Symmetry Partners, LLC55,256$4.36M0.47%-75113F-HRTimeline
Evensky & Katz LLC55,130$4.35M0.25%-5,75013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC55,118$4.35M0.51%-1,18613F-HRTimeline
Advisory Services Network, LLC54,870$4.33M0.06%+1,23513F-HRTimeline
Flagstone Financial Management53,341$4.21M1.11%-2,48413F-HRTimeline