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Disclosery

AVDS AMERICAN CENTY ETF TR

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SHS (fund)

43 managers (43 13F filers) reported a position in AVDS shares at 2025-09-30, 1,293,302 shares in all. 11 filers opened a position and 0 filers sold out during the quarter.

Managers
43
13F filers
43
New
11
Added
14
Reduced
12
Sold out
0
Shares held by filers
1,293,302

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Freedom Investment Management, Inc.241,468$16.3M4.31%-17,94613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,458$9.96M<0.01%+13,94713F-HRTimelineGroup
CWM, LLCin group CWM, LLC140,193$9.47M0.03%+25,41513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC118,904$8.03M<0.01%+19,35313F-HRTimelineGroup
Simplicity Wealth,LLC82,149$5.55M0.32%-82,89113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC76,437$5.16M0.04%+9,02813F-HRTimelineGroup
OneDigital Investment Advisors LLC56,410$3.81M0.04%-12,13413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,385$3.54M<0.01%+12,19213F-HRTimelineGroup
Kelman-Lazarov, Inc.49,148$3.32M0.49%-5313F-HRTimeline
Ariadne Wealth Management, LP48,738$3.27M1.47%-3,73513F-HRTimeline
MML INVESTORS SERVICES, LLC43,883$2.96M0.01%-3,04313F-HRTimeline
Integrated Wealth Concepts LLC35,275$2.38M0.02%+26,16513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,294$1.78M<0.01%new13F-HRTimelineGroup
Plancorp, LLC14,790$999K0.03%+92013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.14,540$982K0.45%013F-HRTimeline
CoreCap Advisors, LLC14,230$961K0.03%+1,42713F-HRTimeline
Farther Finance Advisors, LLC12,108$818K0.01%-5,38713F-HRTimeline
Evanson Asset Management, LLC11,967$808K0.05%013F-HRTimeline
Cloud Capital Management, LLC11,811$797K0.42%+6313F-HRTimeline
Werba Rubin Papier Wealth Management11,011$744K0.12%-11713F-HRTimeline
Colorado Capital Management, Inc.9,124$616K0.24%+1,02813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,066$477K0.15%+50313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,044$476K0.04%013F-HRTimeline
Ruedi Wealth Management, Inc.6,766$457K0.13%013F-HRTimeline
Breakwater Capital Group6,501$439K0.06%+1,94513F-HRTimeline
LAM GROUP, INC.5,620$380K0.24%-2513F-HRTimeline
Summit Financial, LLC5,589$378K0.01%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,371$295K0.07%new13F-HRTimeline
PFG Private Wealth Management, LLC4,320$292K0.13%new13F-HRTimeline
Integrity Wealth Solutions LLC4,320$292K0.13%+29213F-HRTimeline
Haven Private, LLC3,843$260K0.11%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,788$256K<0.01%+20513F-HRTimeline
Factor Wealth Management LTD3,696$250K0.06%new13F-HRTimeline
Lionshead Wealth Management, LLC3,618$244K0.19%-12513F-HRTimeline
Tillman Hartley LLC2,989$202K0.05%new13F-HRTimeline
ATWOOD & PALMER INC1,706$115K0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,615$109K0.05%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,294$87.4K0.01%new13F-HRTimeline
Global Retirement Partners, LLC298$20.1K<0.01%-21213F-HRTimeline
Allworth Financial LP188$12.7K<0.01%-10113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…150$10.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC127$8.58K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70$4.73K<0.01%new13F-HR/ATimelineGroup