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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

609 managers (616 13F filers) reported a position in AVDE shares at 2025-12-31, 136,698,129 shares in all. 77 filers opened a position and 16 filers sold out during the quarter.

Managers
609
13F filers
616
New
77
Added
292
Reduced
141
Sold out
16
Shares held by filers
136,698,129

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,155,292$507M0.11%+1,223,17713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,102,049$430M0.58%+206,71713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,395,888$362M+324,238Timeline
Corient Private Wealth LPin group Corient Private Wealth LP4,384,698$361M0.49%+779,00113F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,156,983$342M0.17%+485,05613F-HRTimelineGroup
LPL Financial LLC3,266,571$269M0.07%+961,58613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,162,431$260M0.16%+458,99313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,023,463$249M0.02%+348,69813F-HRTimelineGroup
Rockwood Wealth Management, LLC2,935,460$242M18.02%+127,13713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,926,406$241M0.13%+286,66013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,909,857$240M1.93%-38,73813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,792,330$230M0.01%+743,05913F-HR/ATimelineGroup
HighTower Advisors, LLC2,333,736$192M0.21%-21,85413F-HRTimeline
Annex Advisory Services, LLC1,887,261$155M2.97%-244,05113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,700,000$140M0.17%+1,538,44513F-HRTimelineGroup
HB Wealth Management, LLC1,675,774$138M0.89%-9,08213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,661,687$137M+171,802Timeline
MISSION WEALTH MANAGEMENT, LP1,455,229$120M2.44%new13F-HRTimeline
Oak Root LLC1,427,068$117M14.2%-87,23113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,362,051$112M1.78%+47,93913F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC1,159,030$95.4M13.78%+306,30813F-HR/ATimeline
CWM, LLCin group CWM, LLC1,150,755$94.7M0.26%+158,04213F-HRTimelineGroup
Financial Plan, Inc.1,135,214$93.5M10.73%13F-HRTimeline
UBS Group AGgroup of 2 filers holding1,061,348$87.4M+83,734Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC998,842$82.2M0.03%+211,83113F-HRTimelineGroup
Beacon Pointe Advisors, LLC993,500$81.8M0.57%+67,95413F-HRTimeline
Diversified Portfolios, Inc.943,601$77.7M6.47%+82,94913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN934,180$76.9M0.02%+83,66813F-HRTimelineGroup
First National Trust Co899,049$74M2.47%+183,47013F-HRTimeline
Plancorp, LLC866,461$71.3M2.16%-7,02813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding852,872$70.2M+162,961Timeline
Cerity Partners LLCin group Cerity Partners LLC829,051$68.2M0.1%+5,35213F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT764,810$63M11.85%+146,15313F-HRTimeline
Parallel Advisors, LLC757,051$62.3M1.14%+52,91613F-HRTimeline
ATWOOD & PALMER INC757,012$62.3M3.54%+20,90013F-HRTimeline
ESL Trust Services, LLC744,966$61.3M11.77%+20,65913F-HRTimeline
Apella Capital, LLC682,150$56.2M1.11%+49,69913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC661,446$54.5M0.31%+48,04513F-HRTimelineGroup
Cresset Asset Management, LLC655,629$54M0.23%+42,86813F-HRTimeline
Creative Planningin group Creative Planning647,787$53.3M0.04%-19,67513F-HRTimelineGroup
Waverly Advisors, LLC645,440$53.1M0.43%+272,93213F-HRTimeline
HUB Investment Partners, LLC641,708$52.8M1.44%new13F-HRTimeline
CGN Advisors LLC632,792$52.1M4.13%+16,64913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD629,162$51.8M2.49%new13F-HRTimeline
Modern Wealth Management, LLC627,461$51.7M0.94%+197,71513F-HRTimeline
BSW Wealth Partners623,903$51.4M6.16%-24,16513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC619,237$51M0.07%+37,25713F-HRTimeline
Simplicity Wealth,LLC616,085$50.7M3.02%+131,29313F-HRTimeline
Versant Capital Management, Inc599,355$49.3M6.19%-6,74113F-HRTimeline
&PARTNERS558,992$46M0.24%+119,76313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp534,570$44M0.01%+50,44113F-HRTimelineGroup
Bridgewater Advisors Inc.511,740$43.8M2.84%+31,35113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding528,802$43.5M+283,458Timeline
McLean Asset Management Corp497,232$42.4M7.6%+118,55113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.466,866$39.3M5.8%+233,51013F-HRTimeline
Foundations Investment Advisors, LLC471,974$38.9M0.51%+18,95413F-HRTimeline
Quantum Financial Advisors, LLC467,157$38.5M4.32%+22,94613F-HRTimeline
Pacific Life Fund Advisors LLC457,028$37.6M3.88%-63,68113F-HRTimeline
OneDigital Investment Advisors LLC455,341$37.5M0.37%-21,31813F-HRTimeline
HARBOUR INVESTMENTS, INC.432,628$35.6M0.72%+432,49713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…424,763$35M0.06%+115,14313F-HR/ATimelineGroup
IAM Advisory, LLC409,906$33.7M7.5%+2,28013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV408,468$33.6M0.05%-9,56013F-HRTimeline
Legacy Financial Strategies, LLC405,115$33.3M5.9%new13F-HRTimeline
Zhang Financial LLC402,208$33.1M1.23%+61,93913F-HRTimeline
Modera Wealth Management, LLC385,965$31.8M0.37%-6,77413F-HRTimeline
Cambridge Investment Research Advisors,…374,424$30.8M0.08%+167,67513F-HRTimeline
JSF Financial, LLC371,550$30.6M6.34%-4,19213F-HRTimeline
Strategic Blueprint, LLC359,717$29.6M1.75%+71,41613F-HRTimeline
Compass Ion Advisors, LLC359,145$29.6M2.82%+19,34513F-HRTimeline
CVA Family Office, LLC357,058$29.4M3.38%+80,33013F-HRTimeline
Torren Management, LLC351,842$29M14.79%13F-HRTimeline
BCR Wealth Strategies, LLC341,526$28.1M9.32%+73813F-HRTimeline
Krilogy Financial LLC321,391$28M0.95%-40,21513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC339,802$28M0.24%+30,39813F-HRTimelineGroup
WCG Wealth Advisors LLC338,979$27.9M0.78%+14,60813F-HRTimeline
SC&H Financial Advisors, Inc.331,828$27.3M4.23%-10,06913F-HRTimeline
Kelman-Lazarov, Inc.326,357$26.9M3.84%+244,82613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP326,232$26.9M0.02%+81,52413F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC324,313$26.7M2.2%-2,41213F-HRTimeline
Financial Enhancement Group LLC309,823$26.5M3.45%-61113F-HRTimeline
ACT Advisors, LLC.311,150$25.6M10.1%+2,80313F-HRTimeline
Capital Planning Advisors, LLC309,452$25.5M3.41%+6,44013F-HRTimeline
55 North Private Wealth, LLC305,441$25.1M6.63%13F-HRTimeline
RVW Wealth, LLC302,191$24.9M1.9%-8,21713F-HRTimeline
BWM Planning, LLC301,349$24.8M6.63%+12,34613F-HRTimeline
Yardley Wealth Management LLC300,250$24.7M13.14%-3,98213F-HRTimeline
Oak Wealth Advisors LLC300,172$24.7M14.19%-8,67113F-HRTimeline
Tarbox Family Office, Inc.299,518$24.7M3.97%+1,72213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…298,666$24.6M8.8%-48413F-HRTimeline
FOSTER & MOTLEY INC288,093$23.7M1.26%new13F-HRTimeline
HTG Investment Advisors, Inc.282,417$23.2M7.14%+5,69513F-HRTimeline
HORAN Wealth, LLC281,879$23.2M3.56%+114,77613F-HRTimeline
B&D White Capital Company, LLC278,756$22.9M2.66%+43,48813F-HRTimeline
Visionary Wealth Advisors275,961$22.7M1.03%+16,62113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS273,006$22.5M6.73%+3,94813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC272,208$22.4M10.16%+11,75613F-HRTimeline
Caliber Wealth Management, LLC / KS270,952$22.3M2.4%+19113F-HRTimeline
BCWM, LLC269,673$22.2M6.65%+3,78613F-HRTimeline
Wilkerson Advisory Group LLC265,284$21.8M7.69%13F-HRTimeline
Private Advisor Group, LLC265,213$21.8M0.1%+74,44513F-HRTimeline
Mason & Associates Inc262,715$21.6M4.07%-3,47713F-HRTimeline
Echo Wealth Management, LLC262,526$21.6M12.62%+31,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO259,266$21.3M<0.01%+48,26013F-HRTimelineGroup
Cannon Financial Strategists, Inc.257,333$21.2M2.94%-7,89113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC253,645$20.9M0.55%-322,20313F-HRTimeline
Freedom Financial Partners LLC253,232$20.8M7.58%+6,46613F-HRTimeline
Trellis Wealth Advisors LLC251,711$20.7M8.1%-5,39713F-HRTimeline
Family Investment Center, Inc.244,033$20.1M4.06%+8,57313F-HRTimeline
Disciplina Capital Management LLC238,761$19.7M2.25%+70613F-HRTimeline
JRM Investment Counsel, LLC237,767$19.6M5.66%+4,84313F-HRTimeline
Highland Financial Advisors, LLC232,297$19.1M5.3%-34813F-HRTimeline
Symphony Financial, Ltd. Co.227,230$18.8M2.53%+5,83213F-HRTimeline
Burton Enright Welch226,482$18.6M2.62%-79013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC218,063$18M5.12%+188,77413F-HRTimeline
WMG Financial Advisors, LLC215,237$17.7M7.3%-1,29113F-HRTimeline
IAG Wealth Partners, LLC211,150$17.4M2.01%+8,69213F-HRTimeline
Pearl Planning LLC207,659$17.1M10.45%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC207,369$17.1M2.88%+10,14813F-HRTimeline
Summit Financial, LLC204,706$16.9M0.25%+10,58013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.201,501$16.6M0.19%-6,26513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC200,137$16.5M4.78%-2,79813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC198,342$16.3M0.56%-69113F-HRTimeline
World Investment Advisors196,609$16.2M0.27%+9,07613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,784$16M<0.01%+70,28213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC192,723$15.9M0.04%+23,55713F-HRTimeline
Broadway Wealth Solutions, Inc.191,301$15.7M8.41%+3,27913F-HRTimeline
Passive Capital Management, LLC.186,437$15.3M4.8%+1,85013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…186,126$15.3M0.56%+30,53913F-HRTimelineGroup
AWM CAPITAL, LLC184,270$15.2M1.38%+1,05713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,838$14.6M0.02%+67,70513F-HRTimelineGroup
FAS Wealth Partners, Inc.174,999$14.4M0.93%-4,05813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC173,772$14.3M5.07%+8,82813F-HRTimeline
NewEdge Advisors, LLC172,374$14.2M0.05%+8,54813F-HRTimeline
Indivisible Partners171,356$14.1M1.53%13F-HRTimeline
CURIO WEALTH, LLC169,992$14.1M4.98%-93413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168,533$13.9M2.13%+5,65613F-HRTimeline
TCI Wealth Advisors, Inc.166,767$13.7M0.76%+3,98313F-HRTimeline
Marietta Wealth Management, LLC165,262$13.6M1.57%+2,45713F-HRTimeline
Align Financial, LLC13,575,371$13.6M9.73%13F-HRTimeline
Lutz Financial Services LLC154,322$12.7M0.86%-1,54413F-HRTimeline
Canvas Wealth Advisors, LLC154,314$12.7M2.16%+8,87413F-HRTimeline
Signature Resources Capital Management,…154,258$12.7M6.42%+11,68213F-HRTimeline
Goldstein Advisors, LLC153,326$12.6M1.44%-58,09913F-HRTimeline
Advisory Resource Group148,211$12.2M2.15%+49213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC139,543$12.1M5.65%+29,78213F-HRTimeline
Allworth Financial LP144,708$11.9M0.05%+105,28413F-HRTimeline
Axiom Financial Strategies, LLC141,759$11.7M4.91%+44513F-HRTimeline
WorthPointe, LLC141,554$11.7M3.06%-10,02713F-HRTimeline
Mason & Associates, LLC139,013$11.4M2.6%new13F-HRTimeline
GeoWealth Management, LLC139,006$11.4M0.42%new13F-HRTimeline
Hill Investment Group Partners, LLC137,727$11.3M1.35%-98713F-HRTimeline
Financial Symmetry Inc137,682$11.3M4.62%+80713F-HRTimeline
CENTRAL TRUST Co133,990$11M0.22%+48,09913F-HRTimeline
Meridian Wealth Advisors, LLC130,534$10.7M1.49%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.127,900$10.5M0.14%+19,11113F-HRTimeline
Milestone Investment Advisors LLC124,568$10.3M2.48%+8,47213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC123,442$10.2M1.6%-4,12513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/122,263$10.1M<0.01%+22,35013F-HRTimelineGroup
Magnolia Private Wealth, LLC121,875$10M7.01%-53,50413F-HRTimeline
Independence Bank of Kentucky120,597$9.93M1.23%+42,74513F-HRTimeline
Trace Wealth Advisors, LLC119,651$9.85M7.12%+4513F-HRTimeline
AGH Wealth Advisors, LLC118,879$9.79M7.35%+1,86713F-HRTimeline
ARQ WEALTH ADVISORS, LLC116,132$9.56M2.58%+17,87513F-HRTimeline
Perigon Wealth Management, LLC114,353$9.41M0.17%+18813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …113,910$9.38M0.07%13F-HR/ATimelineGroup
Divergent Planning, LLC109,710$9.12M2.33%+2,14913F-HRTimeline
SAGE RHINO CAPITAL LLC109,906$9.05M1.71%-2,58713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC109,162$8.99M2.36%+5,39813F-HRTimeline
Equity Wealth Partners, LLC108,729$8.95M5.8%+43,26713F-HRTimeline
Clarity Capital Advisors, LLC108,044$8.89M4.45%+8,85413F-HRTimeline
Quantinno Capital Management LP107,381$8.84M0.02%+92,69813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC105,206$8.66M2.87%-3,27213F-HRTimeline
ABLE Financial Group, LLC104,255$8.58M1.74%+7,67013F-HRTimeline
Annandale Capital, LLC103,717$8.54M1.39%-1,60813F-HRTimeline
Hutchens & Kramer Investment Management…103,004$8.48M2.93%+19,89813F-HRTimeline
Physician Wealth Solutions Inc.99,306$8.17M3.47%+62313F-HRTimeline
Gateway Wealth Partners, LLC96,391$7.93M0.88%+1,15813F-HRTimeline
Advance Capital Management, Inc.95,743$7.88M0.33%-3,33913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…94,230$7.76M0.09%-2,00013F-HRTimelineGroup
LANE BROTHERS & CO INC92,918$7.65M5.54%13F-HRTimeline
Larson Financial Group LLC92,181$7.59M0.25%-1,33313F-HRTimeline
Elyxium Wealth, LLC92,162$7.59M2.21%new13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.92,085$7.58M2.05%-19313F-HRTimeline
Chicago Partners Investment Group LLC87,197$7.55M0.19%-56413F-HRTimeline
Activest Wealth Management91,531$7.53M1.41%+11,08613F-HRTimeline
Cerro Pacific Wealth Advisors LLC91,320$7.52M2.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC91,265$7.51M0.04%013F-HRTimeline
MAI Capital Management86,176$7.09M0.04%+46,21913F-HRTimeline
Burk Holdings LLC85,882$7.07M3.37%-2,57613F-HRTimeline
Clarion Wealth Managment Partners, LLC84,220$6.93M6.42%+39,76013F-HRTimeline
Cornerstone Wealth Management, LLC83,396$6.87M0.36%-1,31913F-HRTimeline
Great Point Wealth Advisors, LLC82,413$6.78M1.24%+3313F-HRTimeline
Western Reserve Capital Management, LLC80,557$6.63M6.18%13F-HRTimeline
Ariadne Wealth Management, LP72,830$6.58M2.72%-2,50713F-HRTimeline
Clark Wealth Partners79,860$6.57M4%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC79,624$6.57M1.79%+4,79213F-HRTimeline
Greenspring Advisors, LLC78,353$6.45M0.4%+67,08913F-HRTimeline
SAX WEALTH ADVISORS, LLC77,627$6.39M0.3%-1,27013F-HRTimeline
Holcombe Financial, Inc.76,643$6.31M3.96%-7,48613F-HRTimeline