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Disclosery

AVDE AMERICAN CENTY ETF TR

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SHS (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in AVDE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC1,472,875$133M1.9%+27,24513F-HRTimelineGroup
Oak Root LLC1,427,068$129M14.18%013F-HRTimeline
Apella Capital, LLC1,087,395$97.3M1.23%+258,78813F-HRTimeline
ATWOOD & PALMER INC789,054$71.1M3.65%+17,59213F-HRTimeline
Versant Capital Management, Inc591,192$53.3M4.56%+3,35113F-HRTimeline
Financial Enhancement Group LLC370,785$33.2M3.82%+14,05313F-HRTimeline
RVW Wealth, LLC356,653$32.1M2.06%+63,85413F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV335,109$30.2M10.8%-6,41813F-HRTimeline
Farther Finance Advisors, LLC196,955$17.7M0.13%+57,27013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC190,450$17.2M4.82%+9,88013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC188,089$17M6.91%+1,35913F-HRTimeline
FSA Investment Group, LLC171,952$15.5M4.93%+13,39513F-HRTimeline
Financial Symmetry Inc143,051$12.9M4.12%-33613F-HRTimeline
VISTA INVESTMENT PARTNERS LLC111,541$10.1M2.62%+2813F-HRTimeline
Merited Wealth, LLC100,048$9.02M6.26%+9,59613F-HRTimeline
CoreCap Advisors, LLC99,148$8.93M0.26%+7,38613F-HRTimeline
Wedmont Private Capital71,327$6.37M0.15%+74613F-HRTimeline
True Wealth Design, LLC57,168$5.15M1.21%-2,56213F-HRTimeline
Mendota Financial Group, LLC56,824$5.12M3.18%+10,87813F-HRTimeline
NorthCrest Asset Manangement, LLC50,734$4.53M0.11%+4,24113F-HRTimeline
Grove Bank & Trust49,137$4.43M0.44%+64913F-HRTimeline
Outbound Financial Inc42,431$3.82M2.43%-26313F-HRTimeline
FCG Investment Co38,700$3.49M1.15%+3,76913F-HRTimeline
Wealth Enhancement Trust Services, Inc.38,523$3.47M0.37%+13,25413F-HRTimeline
Factor Wealth Management LTD31,457$2.83M0.43%-55313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,626$2.67M0.18%+2,40513F-HRTimeline
Prosperity Planning, Inc.29,547$2.66M0.59%+1,11113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC25,472$2.3M0.47%-15013F-HRTimeline
Breakwater Capital Group16,687$1.5M0.18%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,265$1.47M0.21%+1,50013F-HRTimeline
Hardin Capital Partners, LLC14,150$1.28M0.62%+55113F-HRTimeline
Sprinkle Financial Consultants LLC10,455$942K0.37%+4,13313F-HRTimeline
Trust Co9,628$868K0.08%+4,72713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,428$759K0.43%-2613F-HRTimeline
Thrive Wealth Management, LLC7,369$664K0.08%013F-HRTimeline
Avior Wealth Management, LLC6,973$628K0.02%013F-HRTimeline
KFA Private Wealth Group, LLC5,091$459K0.11%-26013F-HRTimeline
ALKEME WEALTH, LLC4,271$385K0.15%013F-HRTimeline
Atlas Brown,Inc.3,838$346K0.09%+16513F-HRTimeline
Cambridge Financial Group, LLC2,676$239K0.08%013F-HRTimeline
Fermata Advisors, LLC2,337$211K0.04%013F-HRTimeline
Bank of New Hampshire1,613$145K0.03%013F-HRTimeline
EASTERN BANK680$61.3K<0.01%+11413F-HRTimeline
Marquette Asset Management, LLC497$44.8K0.01%013F-HRTimeline
GAMMA Investing LLC227$20.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.109$9.74K<0.01%013F-HRTimeline