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AVDS AMERICAN CENTY ETF TR

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SHS (fund)

29 managers (29 13F filers) reported a position in AVDS shares at 2025-03-31, 1,058,238 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
6
Added
11
Reduced
4
Sold out
4
Shares held by filers
1,058,238

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Freedom Investment Management, Inc.269,544$14.6M1.23%-42313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding119,489$6.49M+61,574Timeline
CWM, LLCin group CWM, LLC98,420$5.34M0.02%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC93,168$5.06M<0.01%+5,94213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,915$4.5M0.01%+57,83913F-HR/ATimelineGroup
Simplicity Wealth,LLC77,430$4.2M0.33%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,372$3.17M0.04%new13F-HRTimelineGroup
Ariadne Wealth Management, LP51,905$3M1.57%+93513F-HRTimeline
MML INVESTORS SERVICES, LLC43,057$2.34M0.01%+11,37213F-HRTimeline
Kelman-Lazarov, Inc.42,945$2.33M0.42%+12,24513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.14,540$790K0.43%013F-HRTimeline
Plancorp, LLC12,870$699K0.03%013F-HRTimeline
Cloud Capital Management, LLC12,574$682K0.48%13F-HRTimeline
Werba Rubin Papier Wealth Management10,845$589K0.13%+11413F-HRTimeline
CoreCap Advisors, LLC10,571$574K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC8,749$476K0.01%+1,64713F-HRTimeline
Colorado Capital Management, Inc.7,703$418K0.19%+1,04513F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,044$382K0.04%013F-HRTimeline
Evanson Asset Management, LLC6,437$350K0.02%013F-HRTimeline
LAM GROUP, INC.5,350$291K0.21%-45013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,262$286K<0.01%-71,50413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.5,070$275K0.15%+1,40213F-HRTimeline
Haven Private, LLC4,184$227K0.13%-3,50513F-HRTimeline
Integrity Wealth Solutions LLC3,798$206K0.11%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,758$204K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC1,706$92.7K0.01%013F-HRTimeline
Allworth Financial LP522$29.2K<0.01%+18813F-HRTimeline
PrairieView Partners, LLC10$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.