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Disclosery

AVDS AMERICAN CENTY ETF TR

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SHS (fund)

52 managers (52 13F filers) reported a position in AVDS shares at 2025-12-31, 1,454,348 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
11
Added
25
Reduced
6
Sold out
4
Shares held by filers
1,454,348

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.226,992$15.8M4.61%-14,47613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC196,507$13.7M0.01%+77,60313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,938$11M<0.01%+9,48013F-HRTimelineGroup
CWM, LLCin group CWM, LLC155,562$10.9M0.03%+15,36913F-HRTimelineGroup
Simplicity Wealth,LLC86,663$6.05M0.36%+4,51413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,804$5.92M0.05%+8,36713F-HRTimelineGroup
Cornerstone Wealth Partners, LLC69,268$4.84M3.36%13F-HRTimeline
OneDigital Investment Advisors LLC53,959$3.77M0.04%-2,45113F-HRTimeline
MML INVESTORS SERVICES, LLC50,238$3.51M0.01%+6,35513F-HRTimeline
Kelman-Lazarov, Inc.49,472$3.45M0.49%+32413F-HRTimeline
Integrated Wealth Concepts LLC36,952$2.58M0.03%+1,67713F-HRTimeline
GTS SECURITIES LLC31,356$2.19M0.07%new13F-HRTimeline
CoreCap Advisors, LLC18,145$1.27M0.04%+3,91513F-HRTimeline
Plancorp, LLC14,990$1.05M0.03%+20013F-HRTimeline
LAM GROUP, INC.14,975$1.05M0.6%+9,35513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,919$1.04M0.3%+7,85313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.14,540$1.02M0.45%013F-HRTimeline
Three Arch Wealth Management LLC13,764$961K0.18%13F-HRTimeline
Ariadne Wealth Management, LP12,244$950K0.39%-36,49413F-HRTimeline
Cloud Capital Management, LLC12,613$880K0.42%+80213F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,419$867K0.2%+8,04813F-HRTimeline
Farther Finance Advisors, LLC12,108$845K0.01%013F-HRTimeline
Evanson Asset Management, LLC12,050$841K0.05%+8313F-HRTimeline
Colorado Capital Management, Inc.9,233$645K0.24%+10913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,092$635K<0.01%+5,30413F-HRTimeline
Breakwater Capital Group7,824$546K0.08%+1,32313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,044$492K0.04%013F-HRTimeline
Ruedi Wealth Management, Inc.6,766$472K0.12%013F-HRTimeline
Summit Financial, LLC6,757$472K0.01%+1,16813F-HRTimeline
WorthPointe, LLC6,280$438K0.12%new13F-HRTimeline
Integrity Wealth Solutions LLC5,085$355K0.14%+76513F-HRTimeline
LPL Financial LLC4,452$311K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,344$303K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,318$301K0.05%new13F-HRTimelineGroup
Haven Private, LLC3,843$268K0.12%013F-HRTimeline
B&D White Capital Company, LLC3,814$266K0.03%new13F-HRTimeline
Factor Wealth Management LTD3,743$261K0.06%+4713F-HRTimeline
Tillman Hartley LLC3,626$253K0.06%+63713F-HRTimeline
Westwood Wealth Management3,477$243K0.18%new13F-HRTimeline
Lionshead Wealth Management, LLC3,477$243K0.18%-14113F-HRTimeline
True North Advisors, LLC3,025$211K0.03%new13F-HRTimeline
ATWOOD & PALMER INC1,706$119K0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,621$113K0.05%+613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,404$98K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC859$60K<0.01%+73213F-HRTimeline
MidAtlantic Capital Management, Inc.303$21.2K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.225$15.7K0.01%new13F-HRTimeline
Allworth Financial LP188$13.1K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…150$10.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC90$6.28K<0.01%-20813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$5.93K<0.01%+1513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.39$2.72K<0.01%-1,25513F-HRTimeline