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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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,502,434$637M0.15%+1,347,14213F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC5,027,310$427M0.22%+870,32713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,999,263$424M0.61%+614,56513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,919,414$417M+523,526Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,679,558$398M0.88%-422,49113F-HRTimeline
LPL Financial LLC4,270,736$362M0.1%+1,004,16513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,003,424$340M0.02%+979,96113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,851,261$327M0.02%+1,058,93113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,540,028$300M0.18%+377,59713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,407,612$289M6.05%+1,952,38313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,096,165$263M0.15%+169,75913F-HRTimelineGroup
Rockwood Wealth Management, LLC3,008,115$255M18.27%+72,65513F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,909,857$247M2.09%013F-HRTimeline
HighTower Advisors, LLC2,626,851$223M0.24%+293,11513F-HRTimeline
MASECO LLP1,957,771$166M5.21%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,817,012$154M0.03%+882,83213F-HR/ATimelineGroup
Advance Capital Management, Inc.1,732,496$147M5.57%+1,636,75313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,662,283$146M+596Timeline
HB Wealth Management, LLC1,664,927$141M0.92%-10,84713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,589,121$135M+527,773Timeline
Annex Advisory Services, LLC1,555,705$132M2.47%-331,55613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,511,611$128M0.04%+512,76913F-HRTimelineGroup
Oak Root LLC1,427,068$121M14.76%013F-HRTimeline
CWM, LLCin group CWM, LLC1,415,086$120M0.32%+264,33113F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,414,786$120M1.86%+52,73513F-HRTimelineGroup
Financial Plan, Inc.1,186,391$101M10.79%+51,17713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,151,494$97.7M+298,622Timeline
GREENUP STREET WEALTH MANAGEMENT LLC1,086,496$92.2M12.98%-72,53413F-HRTimeline
First National Trust Co1,017,133$86.3M2.94%+118,08413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,007,149$85.4M4.02%+377,98713F-HRTimeline
Beacon Pointe Advisors, LLC934,365$79.3M0.42%-59,13513F-HRTimeline
Diversified Portfolios, Inc.932,696$79.1M6.5%-10,90513F-HRTimeline
Parallel Advisors, LLC925,232$78.5M1.41%+168,18113F-HR/ATimeline
Plancorp, LLC864,565$77.3M2.2%-1,89613F-HRTimeline
Waverly Advisors, LLC864,479$73.3M0.55%+219,03913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC857,498$72.7M0.1%+28,44713F-HRTimelineGroup
Werba Rubin Papier Wealth Management835,062$70.8M9.87%new13F-HRTimeline
Modern Wealth Management, LLC809,026$69.7M1.2%+181,56513F-HRTimeline
Apella Capital, LLC757,248$69M1.02%+75,09813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp805,700$68.4M0.01%+271,13013F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT798,188$67.7M12.64%+33,37813F-HRTimeline
&PARTNERS794,001$67.5M0.33%+235,00913F-HRTimeline
ATWOOD & PALMER INC767,452$65.1M3.67%+10,44013F-HRTimeline
ESL Trust Services, LLC748,102$63.5M12.12%+3,13613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC729,356$61.9M0.09%+110,11913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC720,524$61.1M0.3%+59,07813F-HRTimelineGroup
JNBA Financial Advisors708,211$60.1M5%new13F-HRTimeline
HUB Investment Partners, LLC681,333$57.8M1.41%+39,62513F-HRTimeline
Cresset Asset Management, LLC677,105$57.4M0.25%+21,47613F-HRTimeline
JSF Financial, LLC671,730$57M11.17%+300,18013F-HRTimeline
Simplicity Wealth,LLC647,822$55M3.11%+31,73713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding624,034$52.9M+95,232Timeline
Creative Planningin group Creative Planning617,576$52.4M0.04%-30,21113F-HRTimelineGroup
CGN Advisors LLC617,185$52.4M4.14%-15,60713F-HRTimeline
BSW Wealth Partners613,310$52M6.35%-10,59313F-HRTimeline
Bridgewater Advisors Inc.551,646$50.4M3%+39,90613F-HRTimeline
Versant Capital Management, Inc585,132$49.6M4.89%-14,22313F-HRTimeline
Cambridge Investment Research Advisors,…580,176$49.2M0.13%+205,75213F-HRTimeline
McLean Asset Management Corp544,215$46.2M8.08%+46,98313F-HRTimeline
HARBOUR INVESTMENTS, INC.543,527$46.1M0.71%+110,89913F-HRTimeline
Foundations Investment Advisors, LLC489,854$41.6M0.52%+17,88013F-HRTimeline
Legacy Financial Strategies, LLC470,141$39.9M7.2%+65,02613F-HRTimeline
Quantum Financial Advisors, LLC456,882$38.8M4.35%-10,27513F-HRTimeline
Family Investment Center, Inc.456,402$38.7M7.45%+212,36913F-HRTimeline
Zhang Financial LLC452,332$38.4M1.33%+50,12413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…435,690$37M0.07%+10,92713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP444,793$36.5M0.02%+118,56113F-HRTimelineGroup
CVA Family Office, LLC429,697$36.5M3.84%+72,63913F-HRTimeline
Pacific Life Fund Advisors LLC421,739$35.8M4.11%-35,28913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO424,678$34.9M<0.01%+165,41213F-HR/ATimelineGroup
FOSTER & MOTLEY INC398,670$33.8M1.75%+110,57713F-HRTimeline
IAM Advisory, LLC398,663$33.8M7.58%-11,24313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV392,404$33.3M0.05%-16,06413F-HRTimeline
Modera Wealth Management, LLC377,620$32M0.38%-8,34513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC366,373$31.1M0.24%+26,57113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC366,255$31.1M0.36%+361,98013F-HRTimeline
Compass Ion Advisors, LLC363,129$30.8M2.94%+3,98413F-HRTimeline
Kelman-Lazarov, Inc.354,431$30.1M4.31%+28,07413F-HRTimeline
Strategic Blueprint, LLC352,164$29.9M1.74%-7,55313F-HRTimeline
Financial Enhancement Group LLC326,601$29.7M3.69%+16,77813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC349,944$29.7M0.74%+96,29913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA344,035$29.2M0.01%+150,25113F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV343,292$29.1M10.8%new13F-HRTimeline
Krilogy Financial LLC321,599$29M0.93%+20813F-HRTimeline
BCR Wealth Strategies, LLC341,186$28.9M9.07%-34013F-HRTimeline
WCG Wealth Advisors LLC339,130$28.8M0.81%+15113F-HRTimeline
SC&H Financial Advisors, Inc.330,713$28.1M4.23%-1,11513F-HRTimeline
Henderson Brothers Financial Partners, …327,520$27.8M7.04%13F-HRTimeline
Private Advisor Group, LLC324,355$27.5M0.13%+59,14213F-HRTimeline
CARDIFF PARK ADVISORS, LLC322,155$27.3M2.19%-2,15813F-HRTimeline
Capital Planning Advisors, LLC315,497$26.8M3.87%+6,04513F-HRTimeline
OneDigital Investment Advisors LLC312,514$26.5M0.26%-142,82713F-HRTimeline
ACT Advisors, LLC.312,372$26.5M11.27%+1,22213F-HRTimeline
B&D White Capital Company, LLC307,612$26.1M3.23%+28,85613F-HRTimeline
Yardley Wealth Management LLC304,944$25.9M13.26%+4,69413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS284,980$25.7M7.03%+11,97413F-HRTimeline
Symphony Financial, Ltd. Co.305,877$25.5M3.37%+78,64713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…298,067$25.3M8.54%-59913F-HRTimeline
Echo Wealth Management, LLC296,220$25.1M14.47%+33,69413F-HRTimeline
Oak Wealth Advisors LLC295,906$25.1M13.79%-4,26613F-HRTimeline
Tarbox Family Office, Inc.295,783$25.1M4.08%-3,73513F-HRTimeline
55 North Private Wealth, LLC291,992$24.8M6.34%-13,44913F-HRTimeline
RVW Wealth, LLC291,172$24.7M1.92%-11,01913F-HRTimeline
HORAN Wealth, LLC289,574$24.5M2.33%+7,69513F-HRTimeline
HTG Investment Advisors, Inc.285,656$24.2M6.92%+3,23913F-HRTimeline
BWM Planning, LLC284,591$24.1M6.37%-16,75813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…277,376$23.5M0.72%+91,25013F-HR/ATimelineGroup
Visionary Wealth Advisors275,248$23.4M1.03%-71313F-HRTimeline
Caliber Wealth Management, LLC / KS269,907$22.9M2.51%-1,04513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC268,799$22.8M10.73%-3,40913F-HRTimeline
Wilkerson Advisory Group LLC267,924$22.7M7.81%+2,64013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.267,548$22.7M0.04%+257,49613F-HRTimelineGroup
Mason & Associates Inc271,188$22.3M4.33%+8,47313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC262,664$22.3M6.22%+44,60113F-HRTimeline
Cannon Financial Strategists, Inc.262,157$22.2M2.92%+4,82413F-HRTimeline
Freedom Financial Partners LLC259,403$22M7.84%+6,17113F-HRTimeline
JRM Investment Counsel, LLC256,291$21.7M5.79%+18,52413F-HRTimeline
IAG Wealth Partners, LLC255,742$21.7M2.42%+44,59213F-HRTimeline
Torren Management, LLC255,555$21.7M10.8%-96,28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,020$21.6M0.03%+78,18213F-HRTimelineGroup
CENTRAL TRUST Co250,448$21.2M0.42%+116,45813F-HRTimeline
BCWM, LLC248,835$21.1M5.98%-20,83813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC248,222$21.1M3.62%+40,85313F-HRTimeline
Trellis Wealth Advisors LLC247,991$21M8.01%-3,72013F-HRTimeline
Highland Financial Advisors, LLC243,720$20.7M5.46%+11,42313F-HRTimeline
Axiom Financial Strategies, LLC241,977$20.5M7.23%+100,21813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.234,645$19.9M5.59%-232,22113F-HRTimeline
Disciplina Capital Management LLC232,834$19.8M2.09%-5,92713F-HRTimeline
Pearl Planning LLC231,116$19.6M10.48%+23,45713F-HRTimeline
Burton Enright Welch224,161$19M2.59%-2,32113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.217,870$18.5M0.76%new13F-HRTimelineGroup
Strategic Financial Planning, Inc.633,360$18.4M10.78%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC215,132$18.3M0.64%+16,79013F-HRTimeline
NewEdge Advisors, LLC211,225$17.9M0.06%+38,85113F-HR/ATimeline
Summit Financial, LLC210,391$17.8M0.23%+5,68513F-HRTimeline
Gateway Wealth Partners, LLC210,314$17.8M0.7%+113,92313F-HRTimeline
World Investment Advisors208,978$17.7M0.29%+12,36913F-HRTimeline
MML INVESTORS SERVICES, LLC206,061$17.5M0.05%+13,33813F-HRTimeline
Allworth Financial LP201,814$17.1M0.07%+57,10613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.197,396$16.7M0.19%-4,10513F-HRTimelineGroup
WMG Financial Advisors, LLC196,310$16.7M6.95%-18,92713F-HRTimeline
Broadway Wealth Solutions, Inc.192,426$16.3M8.44%+1,12513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC190,994$16.2M4.64%-9,14313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…187,536$15.9M0.2%new13F-HRTimelineGroup
Passive Capital Management, LLC.185,707$15.8M4.7%-73013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC174,512$15.6M6.51%+34,96913F-HRTimeline
Independence Bank of Kentucky181,691$15.4M1.95%+61,09413F-HRTimeline
AWM CAPITAL, LLC180,257$15.3M1.38%-4,01313F-HRTimeline
Indivisible Partners179,724$15.2M1.35%+8,36813F-HRTimeline
Signature Resources Capital Management,…178,902$15.2M7.19%+24,64413F-HRTimeline
Canvas Wealth Advisors, LLC177,667$15.1M2.56%+23,35313F-HRTimeline
MAI Capital Management177,109$15M0.09%+90,93313F-HRTimeline
FAS Wealth Partners, Inc.176,660$15M0.93%+1,66113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC172,072$14.6M5.23%-1,70013F-HRTimeline
Align Financial, LLC170,197$14.4M8.21%-13,405,17413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168,617$14.3M2.23%+8413F-HRTimeline
CURIO WEALTH, LLC167,503$14.2M4.86%-2,48913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…167,301$14.2M0.15%+73,07113F-HRTimelineGroup
Marietta Wealth Management, LLC164,681$14M1.66%-58113F-HRTimeline
Meridian Wealth Advisors, LLC162,811$13.8M1.83%+32,27713F-HRTimeline
TCI Wealth Advisors, Inc.160,525$13.6M0.72%-6,24213F-HRTimeline
Financial Symmetry Inc147,846$13.3M4.71%+10,16413F-HRTimeline
Activest Wealth Management152,042$12.9M2.27%+60,51113F-HRTimeline
Lutz Financial Services LLC147,685$12.5M0.84%-6,63713F-HRTimeline
Advisory Resource Group146,838$12.5M2.14%-1,37313F-HRTimeline
Clarion Wealth Managment Partners, LLC143,946$12.2M11.06%+59,72613F-HRTimeline
Milestone Investment Advisors LLC141,509$12M2.9%+16,94113F-HRTimeline
Vestmark Advisory Solutions, Inc.138,831$11.8M0.13%+10,93113F-HRTimeline
Hill Investment Group Partners, LLC136,528$11.6M1.28%-1,19913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC135,871$11.5M0.01%+60,35613F-HRTimelineGroup
GeoWealth Management, LLC131,560$11.2M0.4%-7,44613F-HRTimeline
Mason & Associates, LLC131,557$11.2M2.56%-7,45613F-HRTimeline
Farther Finance Advisors, LLC128,995$11.1M0.11%+52,71713F-HRTimeline
EP Wealth Advisors, LLC129,799$11M0.05%+114,55013F-HRTimeline
Magnolia Private Wealth, LLC434,671$11M7.33%+312,79613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.129,560$11M0.05%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/126,864$10.8M<0.01%+4,60113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC125,335$10.6M1.92%+9,20313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC122,434$10.4M1.56%-1,00813F-HRTimeline
Core Wealth Advisors, Inc.118,750$10.1M2.4%new13F-HRTimeline
Summit Portfolio Management, LTD.118,445$10M6.46%13F-HRTimeline
Trace Wealth Advisors, LLC115,691$9.82M7.36%-3,96013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …115,504$9.8M0.07%+1,59413F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC113,902$9.66M2.56%+4,74013F-HRTimeline
Perigon Wealth Management, LLC113,830$9.66M0.18%-52313F-HRTimeline
Equity Wealth Partners, LLC112,091$9.51M6.15%+3,36213F-HRTimeline
SAGE RHINO CAPITAL LLC111,146$9.43M1.76%+1,24013F-HRTimeline
Quantinno Capital Management LP110,901$9.41M0.02%+3,52013F-HRTimeline
WorthPointe, LLC110,820$9.4M2.56%-30,73413F-HRTimeline
Hutchens & Kramer Investment Management…110,521$9.38M2.96%+7,51713F-HRTimeline
KilterHowling LLC109,658$9.3M4.69%new13F-HRTimeline
Elyxium Wealth, LLC109,091$9.26M2.97%+16,92913F-HRTimeline
Clarity Capital Advisors, LLC108,685$9.22M4.3%+64113F-HRTimeline
Physician Wealth Solutions Inc.108,441$9.2M3.81%+9,13513F-HRTimeline
Watchman Group, Inc.106,968$9.08M2.2%+98,33013F-HRTimeline
ABLE Financial Group, LLC106,392$9.03M1.77%+2,13713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC106,222$9.01M2.92%+1,01613F-HRTimeline
Bauman Advisory Group, LLC106,165$9.01M6.31%new13F-HRTimeline
PCG Wealth Advisors, LLC102,395$8.69M2.2%+42,30813F-HRTimeline
Clark Wealth Partners102,382$8.69M5.83%+22,52213F-HRTimeline