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AVDS AMERICAN CENTY ETF TR

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SHS (fund)

34 managers (34 13F filers) reported a position in AVDS shares at 2025-06-30, 1,256,083 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
18
Reduced
5
Sold out
1
Shares held by filers
1,256,083

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Freedom Investment Management, Inc.259,414$16.1M1.29%-10,13013F-HRTimeline
Simplicity Wealth,LLC165,040$10.3M0.43%+87,61013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,511$8.31M<0.01%+14,02213F-HRTimelineGroup
CWM, LLCin group CWM, LLC114,778$7.14M0.03%+16,35813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC99,551$6.19M<0.01%+6,38313F-HRTimelineGroup
OneDigital Investment Advisors LLC68,544$4.26M0.05%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,409$4.19M0.04%+9,03713F-HRTimelineGroup
Ariadne Wealth Management, LP52,473$3.4M1.63%+56813F-HRTimeline
Kelman-Lazarov, Inc.49,201$3.06M0.5%+6,25613F-HRTimeline
MML INVESTORS SERVICES, LLC46,926$2.92M0.01%+3,86913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,193$2.5M<0.01%+34,93113F-HRTimelineGroup
Farther Finance Advisors, LLC17,495$1.09M0.02%+8,74613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.14,540$904K0.46%013F-HRTimeline
Plancorp, LLC13,870$863K0.03%+1,00013F-HRTimeline
CoreCap Advisors, LLC12,803$796K0.03%+2,23213F-HRTimeline
Evanson Asset Management, LLC11,967$744K0.05%+5,53013F-HRTimeline
Cloud Capital Management, LLC11,748$742K0.46%-82613F-HRTimeline
Werba Rubin Papier Wealth Management11,128$692K0.13%+28313F-HRTimeline
Integrated Wealth Concepts LLC9,110$567K0.01%new13F-HRTimeline
Colorado Capital Management, Inc.8,096$504K0.22%+39313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,044$438K0.04%013F-HRTimeline
Ruedi Wealth Management, Inc.6,766$421K0.12%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,563$408K0.19%+1,49313F-HRTimeline
LAM GROUP, INC.5,645$351K0.23%+29513F-HRTimeline
Breakwater Capital Group4,556$283K0.05%new13F-HRTimeline
Integrity Wealth Solutions LLC4,028$251K0.12%+23013F-HRTimeline
Haven Private, LLC3,843$239K0.11%-34113F-HRTimeline
Lionshead Wealth Management, LLC3,743$233K0.21%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,583$223K<0.01%-17513F-HRTimeline
ATWOOD & PALMER INC1,706$106K0.01%013F-HRTimeline
Global Retirement Partners, LLC510$31.7K<0.01%13F-HRTimeline
Allworth Financial LP289$18K<0.01%-23313F-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.