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AVDS AMERICAN CENTY ETF TR

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SHS (fund)

26 managers (27 13F filers) reported a position in AVDS shares at 2024-12-31, 736,012 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
27
New
3
Added
10
Reduced
6
Sold out
2
Shares held by filers
736,012

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Freedom Investment Management, Inc.269,967$14M1.16%-20,61213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC87,226$4.52M<0.01%+6,54213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,766$3.98M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding57,915$3M-130Timeline
Ariadne Wealth Management, LP50,970$2.75M1.26%+8,09113F-HRTimeline
MML INVESTORS SERVICES, LLC31,685$1.64M0.01%+81313F-HRTimeline
Kelman-Lazarov, Inc.30,700$1.59M0.29%+9,94613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,076$1.3M<0.01%+1,40013F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.14,540$754K0.41%013F-HRTimeline
Plancorp, LLC12,870$667K0.03%013F-HRTimeline
Hardin Capital Partners, LLC10,000$651K0.39%+1,00913F-HRTimeline
Werba Rubin Papier Wealth Management10,731$556K0.13%+41613F-HRTimeline
Haven Private, LLC7,689$399K0.22%13F-HRTimeline
Farther Finance Advisors, LLC7,102$368K0.01%+1,90313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,044$365K0.03%-54513F-HRTimeline
Colorado Capital Management, Inc.6,658$345K0.17%new13F-HRTimeline
Lionshead Wealth Management, LLC6,610$343K0.25%13F-HRTimeline
Evanson Asset Management, LLC6,437$334K0.02%+68613F-HRTimeline
LAM GROUP, INC.5,800$301K0.21%-10,52013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,948$205K<0.01%-313F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,668$190K0.18%13F-HRTimeline
ATWOOD & PALMER INC1,706$88.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC560$29K<0.01%-7413F-HRTimeline
Allworth Financial LP334$17.6K<0.01%new13F-HRTimeline
PrairieView Partners, LLC10$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.