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Disclosery

AVDS AMERICAN CENTY ETF TR

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SHS (fund)

63 managers (63 13F filers) reported a position in AVDS shares at 2026-03-31, 2,233,562 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
63
13F filers
63
New
15
Added
28
Reduced
11
Sold out
3
Shares held by filers
2,233,562

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
True North Advisors, LLC409,040$29.4M3.35%+406,01513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC253,055$18.2M0.01%+56,54813F-HRTimelineGroup
Freedom Investment Management, Inc.205,183$14.7M4.38%-21,80913F-HRTimeline
CWM, LLCin group CWM, LLC173,363$12.5M0.03%+17,80113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,597$11.5M<0.01%+3,65913F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC119,677$8.6M2.27%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC94,352$6.78M0.05%+9,54813F-HRTimelineGroup
Simplicity Wealth,LLC85,631$6.15M0.35%-1,03213F-HRTimeline
Cornerstone Wealth Partners, LLC78,805$5.66M3.21%+9,53713F-HRTimeline
Nvest Wealth Strategies, Inc.56,116$4.03M2.84%new13F-HRTimeline
OneDigital Investment Advisors LLC53,748$3.86M0.04%-21113F-HRTimeline
Integrated Wealth Concepts LLC49,641$3.57M0.03%+12,68913F-HRTimeline
Kelman-Lazarov, Inc.49,358$3.55M0.51%-11413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC43,374$3.33M1.39%new13F-HRTimeline
MML INVESTORS SERVICES, LLC35,598$2.56M0.01%-14,64013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,956$2.3M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,422$1.97M<0.01%+23,07813F-HRTimelineGroup
LAM GROUP, INC.20,900$1.5M0.83%+5,92513F-HRTimeline
CoreCap Advisors, LLC18,795$1.35M0.05%+65013F-HRTimeline
Plancorp, LLC16,323$1.24M0.04%+1,33313F-HRTimeline
Mariner, LLCin group Mariner, LLC17,198$1.24M<0.01%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.15,692$1.13M0.32%+77313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.14,540$1.04M0.47%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC14,067$1.01M0.22%+1,64813F-HRTimeline
Farther Finance Advisors, LLC13,585$998K0.01%+1,47713F-HRTimeline
Cloud Capital Management, LLC13,225$949K0.41%+61213F-HRTimeline
Three Arch Wealth Management LLC12,975$932K0.17%-78913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,918$928K<0.01%+3,82613F-HRTimeline
Ariadne Wealth Management, LP12,244$880K0.39%013F-HRTimeline
Evanson Asset Management, LLC12,053$866K0.05%+313F-HRTimeline
Werba Rubin Papier Wealth Management9,945$715K0.1%new13F-HRTimeline
Colorado Capital Management, Inc.9,380$674K0.25%+14713F-HRTimeline
Breakwater Capital Group8,284$595K0.08%+46013F-HRTimeline
LPL Financial LLC7,775$559K<0.01%+3,32313F-HRTimeline
Summit Financial, LLC7,332$527K0.01%+57513F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,128$512K0.04%+8413F-HRTimeline
WorthPointe, LLC7,111$511K0.14%+83113F-HRTimeline
Ruedi Wealth Management, Inc.6,766$486K0.13%013F-HRTimeline
Integrity Wealth Solutions LLC5,060$364K0.14%-2513F-HRTimeline
ANDERSON HOAGLAND & CO4,895$352K0.03%new13F-HRTimeline
B&D White Capital Company, LLC4,838$348K0.04%+1,02413F-HRTimeline
IFP Advisors, Inc4,330$311K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,195$301K<0.01%+2,79113F-HRTimelineGroup
Factor Wealth Management LTD3,938$283K0.05%+19513F-HRTimeline
Haven Private, LLC3,843$276K0.12%013F-HRTimeline
Tillman Hartley LLC3,626$261K0.07%013F-HRTimeline
Lionshead Wealth Management, LLC3,003$216K0.16%-47413F-HRTimeline
Hardin Capital Partners, LLC2,884$207K0.1%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,541$183K0.01%-1,77713F-HRTimelineGroup
ATWOOD & PALMER INC1,706$123K0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,561$112K0.05%-6013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,026$73.7K<0.01%new13F-HR/ATimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…225$16.2K<0.01%+7513F-HRTimeline
Harbor Asset Planning, Inc.225$16.2K0.01%013F-HRTimeline
Allworth Financial LP188$13.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$5.92K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC57$4.09K<0.01%-80213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC55$3.95K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT51$3.67K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.40$2.87K<0.01%+113F-HRTimeline
Trust Co21$1.51K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10$1K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC7$503<0.01%new13F-HRTimeline