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Disclosery

AVDS AMERICAN CENTY ETF TR

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SHS (fund)

68 managers (68 13F filers) reported a position in AVDS shares at 2026-06-30, 3,302,926 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
11
Added
38
Reduced
7
Sold out
6
Shares held by filers
3,302,926

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Vinva Investment Management Ltd974,709$73.2M0.49%new13F-HRTimeline
True North Advisors, LLC449,544$33.8M3.23%+40,50413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC306,235$23M0.01%+53,18013F-HRTimelineGroup
Freedom Investment Management, Inc.209,678$15.8M4.39%+4,49513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC178,264$13.4M<0.01%+17,66713F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC125,642$9.46M1.78%+5,96513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC107,695$8.11M0.05%+13,34313F-HRTimelineGroup
Cornerstone Wealth Partners, LLC89,637$6.75M3.14%+10,83213F-HRTimeline
Simplicity Wealth,LLC89,311$6.72M0.23%+3,68013F-HRTimeline
Nvest Wealth Strategies, Inc.59,263$4.46M2.8%+3,14713F-HRTimeline
OneDigital Investment Advisors LLC54,374$4.09M0.03%+62613F-HRTimeline
Integrated Wealth Concepts LLC50,891$3.83M0.02%+1,25013F-HRTimeline
Kelman-Lazarov, Inc.48,834$3.68M0.48%-52413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,558$3.65M<0.01%+16,60213F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC46,214$3.47M1.38%+2,84013F-HRTimeline
MML INVESTORS SERVICES, LLC41,623$3.13M0.01%+6,02513F-HRTimeline
Mariner, LLCin group Mariner, LLC33,111$2.49M<0.01%+15,91313F-HRTimelineGroup
LAM GROUP, INC.23,860$1.8M0.89%+2,96013F-HRTimeline
LPL Financial LLC23,198$1.75M<0.01%+15,42313F-HRTimeline
CoreCap Advisors, LLC22,230$1.67M0.05%+3,43513F-HRTimeline
Plancorp, LLC19,453$1.46M0.04%+3,13013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,885$1.42M<0.01%-8,53713F-HRTimelineGroup
Evanson Financial, LLC17,263$1.3M0.06%13F-HRTimeline
MONECO ADVISORS, LLC16,166$1.22M0.07%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,098$1.21M0.29%+40613F-HRTimeline
Atlanta Consulting Group Advisors, LLC15,499$1.17M0.18%+1,43213F-HRTimeline
Cloud Capital Management, LLC14,998$1.13M0.41%+1,77313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,757$1.11M0.02%new13F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.14,540$1.09M0.44%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,111$1.06M<0.01%+1,19313F-HRTimeline
Three Arch Wealth Management LLC12,975$976K0.15%013F-HRTimeline
Farther Finance Advisors, LLC12,787$962K0.01%-79813F-HRTimeline
Ariadne Wealth Management, LP12,182$917K0.41%-6213F-HRTimeline
Colorado Capital Management, Inc.9,966$750K0.26%+58613F-HRTimeline
Werba Rubin Papier Wealth Management9,768$735K0.09%-17713F-HRTimeline
Breakwater Capital Group9,090$684K0.08%+80613F-HRTimeline
WorthPointe, LLC8,566$645K0.16%+1,45513F-HRTimeline
Summit Financial, LLC7,523$566K0.01%+19113F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,128$536K0.04%013F-HRTimeline
Ruedi Wealth Management, Inc.6,766$509K0.12%013F-HRTimeline
IFP Advisors, Inc5,894$444K0.01%+1,56413F-HRTimeline
Integrity Wealth Solutions LLC5,373$404K0.15%+31313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,143$387K<0.01%new13F-HRTimelineGroup
ANDERSON HOAGLAND & CO4,950$373K0.03%+5513F-HRTimeline
B&D White Capital Company, LLC4,891$368K0.04%+5313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,820$363K<0.01%+62513F-HRTimelineGroup
Modera Wealth Management, LLC4,688$353K<0.01%new13F-HRTimeline
Factor Wealth Management LTD3,982$300K0.05%+4413F-HRTimeline
Haven Private, LLC3,843$289K0.11%013F-HRTimeline
Tillman Hartley LLC3,628$273K0.06%+213F-HRTimeline
Hardin Capital Partners, LLC3,109$234K0.11%+22513F-HRTimeline
Lionshead Wealth Management, LLC2,984$225K0.15%-1913F-HRTimeline
ATWOOD & PALMER INC1,706$128K0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,561$117K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,510$114K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,320$99.3K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.885$66.6K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.227$17.1K0.01%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…225$16.9K<0.01%013F-HRTimeline
Allworth Financial LP188$14.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC146$11K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145$10.9K<0.01%+6013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC96$7.22K<0.01%+4113F-HRTimeline
Global Retirement Partners, LLC90$6.77K<0.01%13F-HRTimeline
UMB Bank, n.a.73$5.49K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.24$1.81K<0.01%-1613F-HRTimeline
Trust Co21$1.58K<0.01%013F-HRTimeline
Atomic Invest LLC12$923<0.01%new13F-HRTimeline