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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

707 managers (715 13F filers) reported a position in AVDV shares at 2026-06-30, 147,032,963 shares in all. 88 filers opened a position and 32 filers sold out during the quarter.

Managers
707
13F filers
715
New
88
Added
350
Reduced
174
Sold out
32
Shares held by filers
147,032,963

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Empire Financial Management Company, LLC62,834$6.48M2.56%+2,38313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…62,327$6.42M0.12%+2,91013F-HRTimelineGroup
Trilogy Capital Inc.62,150$6.4M0.25%-85013F-HRTimeline
Oath Planning, LLC61,867$6.38M4.73%+6,45013F-HRTimeline
Ballentine Capital Advisors, Inc60,995$6.29M2.37%-2,87113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC60,864$6.27M0.07%-5,66113F-HRTimeline
KOM Wealth Management Group, LLC60,781$6.26M3.78%+6,15313F-HRTimeline
Community Bank, N.A.60,212$6.2M0.67%-313F-HRTimeline
Avant Financial Advisors LLC60,142$6.2M3.86%+1,40313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…59,639$6.15M0.21%+4,25113F-HRTimelineGroup
Allworth Financial LP59,480$6.13M0.03%-3,57313F-HRTimeline
PCG Wealth Advisors, LLC59,099$6.09M1.36%-4,79713F-HRTimeline
Greenspring Advisors, LLC58,441$6.02M0.33%-1,01613F-HRTimeline
Golden Bell Financial Planning LLC57,971$5.97M4.39%-1,82613F-HRTimeline
Davidson Kahn Capital Management, LLC57,497$5.93M2.55%+9,31013F-HRTimeline
Quantinno Capital Management LP57,097$5.88M0.01%+12,55413F-HRTimeline
Chicago Partners Investment Group LLC56,682$5.87M0.12%+1,07213F-HRTimeline
SageView Advisory Group, LLC56,253$5.8M0.19%+51,09813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC55,968$5.77M0.61%+2,24213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC55,360$5.7M3.33%+44313F-HRTimeline
Leibman Financial Services, Inc.54,662$5.63M3.74%+1,13213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding53,810$5.6M+27,995Timeline
Bauman Advisory Group, LLC54,109$5.58M2.95%+8,24013F-HRTimeline
Prism Planning Partners LLC53,754$5.54M5.86%+11713F-HRTimeline
Prospera Financial Services Inc53,698$5.53M0.08%+12,95613F-HRTimeline
Towerpoint Wealth, LLC53,615$5.53M1.92%+31,58613F-HRTimeline
Parkwoods Wealth Partners, LLC53,100$5.47M0.88%+29,03813F-HRTimeline
Cascade Financial Partners, LLC52,960$5.46M0.47%+6,95813F-HRTimeline
Wealthfront Advisers LLC52,614$5.42M0.01%+8,64113F-HRTimeline
Versant Capital Management, Inc51,778$5.34M0.48%-27813F-HRTimeline
Stone Summit Wealth LLC51,721$5.33M1.35%-1,19413F-HRTimeline
Summit Financial, LLC51,561$5.31M0.06%-87113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…50,509$5.2M0.02%new13F-HRTimelineGroup
Alpha Omega Wealth Management LLC50,334$5.19M0.79%+1,63513F-HRTimeline
Cypress Point Wealth Management, LLC49,915$5.14M1.05%-94713F-HRTimeline
Laurel Wealth Planning LLC49,705$5.12M2.27%+95613F-HRTimeline
Systelligence, LLC49,411$5.09M0.85%+11,05213F-HRTimeline
Beacon Pointe Advisors, LLC48,648$5.01M0.02%+1,47213F-HRTimeline
OneDigital Investment Advisors LLC48,257$4.97M0.04%+84113F-HRTimeline
Haven Private, LLC47,088$4.85M1.84%+1,15013F-HRTimeline
Tortoise Investment Management, LLC46,832$4.83M0.36%-54313F-HRTimeline
Stegent Equity Advisors, Inc.46,201$4.76M3.41%-69613F-HRTimeline
Advisory Services Network, LLC46,003$4.74M0.05%+1,92113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,988$4.64M0.1%+5,80413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,876$4.62M0.04%+2,26713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…44,152$4.55M0.01%-84513F-HRTimeline
Asset One Wealth Management LLC42,072$4.41M0.47%+45113F-HRTimeline
Bristlecone Value Partners, LLC41,546$4.28M3.44%+3713F-HRTimeline
Ariadne Wealth Management, LP41,526$4.28M1.89%+38213F-HRTimeline
Cloud Capital Management, LLC41,189$4.24M1.55%+3,58213F-HRTimeline
Redhawk Wealth Advisors, Inc.40,935$4.22M0.42%+7,11213F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC40,790$4.2M3.43%+1,44713F-HRTimeline
Platform Wealth Management, LLC40,373$4.16M1.52%13F-HRTimeline
Waterfront Wealth Inc.39,610$4.13M0.64%+1,69013F-HRTimeline
Sigma Planning Corp39,996$4.12M0.1%+21,31313F-HRTimeline
Prospect Financial Group LLC39,966$4.12M3.32%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,580$4.08M0.12%new13F-HRTimelineGroup
Stokes Family Office, LLC38,335$3.95M0.46%-9,82413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC38,268$3.94M0.2%+10,65913F-HRTimeline
Index Fund Advisors, Inc.37,974$3.91M0.16%+54113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding37,758$3.89M+2,545Timeline
DeLarme Wealth Management, Inc.37,384$3.85M2.23%+1,41913F-HRTimeline
Legacy Wealth Management, LLC / MS37,372$3.85M0.99%+5,94613F-HRTimeline
WorthPointe, LLC36,877$3.8M0.96%+3,78313F-HRTimeline
AIRE ADVISORS, LLC36,741$3.79M0.62%-2,20713F-HRTimeline
Accurate Wealth Management, LLC35,772$3.73M0.36%+7,79013F-HRTimeline
Lauterbach Financial Advisors, LLC35,886$3.7M1.59%+2,19713F-HRTimeline
E-Wealth Partners, LLC34,703$3.58M2.59%+55313F-HRTimeline
Savvy Advisors, Inc.34,348$3.54M0.08%+5,88513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,045$3.52M<0.01%+4,62413F-HRTimelineGroup
AllGen Financial Advisors, Inc.33,914$3.49M0.76%+2,14213F-HRTimeline
BWM Planning, LLC33,699$3.47M0.81%-16813F-HRTimeline
Evanson Financial, LLC33,399$3.44M0.17%13F-HRTimeline
SHUFRO ROSE & CO LLC33,339$3.44M0.2%-52913F-HRTimeline
AE Wealth Management LLC33,272$3.43M0.02%+6,34813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,194$3.42M0.13%new13F-HRTimeline
Capstone Wealth Management, LLC33,085$3.41M1.58%+42813F-HRTimeline
Arcadia Wealth Management, Inc.32,891$3.39M1.62%+43713F-HRTimeline
Green Ridge Wealth Planning LLC32,691$3.37M1.42%+11,76513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC32,595$3.36M0.72%+2,12213F-HRTimeline
Smartleaf Asset Management LLC32,366$3.34M0.11%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC31,821$3.28M0.21%-20213F-HRTimeline
Continuum Advisory, LLC31,532$3.25M0.26%-4,63513F-HRTimeline
Trailhead Planners LLC31,299$3.23M3.12%-2,35413F-HRTimeline
Capasso Planning Partners LLC31,059$3.2M1.6%-43913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,824$3.18M0.04%-5,26413F-HRTimelineGroup
RCS Financial Planning, LLC29,877$3.08M1.46%-8313F-HRTimeline
COURIER CAPITAL LLC29,856$3.08M0.15%+1213F-HRTimeline
Sanchez Levi Garrett29,716$3.06M1.66%+70313F-HRTimeline
Belleair Asset Management, LLC29,691$3.06M2.57%+17113F-HRTimeline
Orion Capital Management LLC29,243$3.01M0.94%+3,93113F-HRTimeline
Equita Financial Network, Inc.29,176$3.01M0.83%+10613F-HRTimeline
TrustWell Financial Advisors, LLC28,509$2.94M2.49%-17,18913F-HRTimeline
Tillman Hartley LLC28,351$2.92M0.66%+1,65813F-HRTimeline
CIBC WORLD MARKET INC.28,275$2.91M<0.01%+22,32313F-HRTimeline
McLean Asset Management Corp27,648$2.89M0.38%-2,36113F-HRTimeline
Seed Wealth Management, Inc.27,882$2.87M1.82%+39613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP26,828$2.76M0.04%+4913F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC26,555$2.74M2.61%+713F-HRTimeline
Sensenig Capital Advisors, Inc26,439$2.72M2.49%+3913F-HRTimeline
LexAurum Advisors, LLC25,562$2.63M0.3%+73913F-HRTimeline
Frankly Finances, LLC25,558$2.63M2.08%-2013F-HR/ATimeline
McCartney Wealth Management LLC25,526$2.63M1.99%+42513F-HRTimeline
Phillip James Consulting Co.25,490$2.63M1.76%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS25,477$2.62M0.27%+22,38513F-HRTimeline
Bright Futures Wealth Management, LLC.25,311$2.61M1.69%-7,24813F-HRTimeline
Networth Advisors, LLC25,047$2.58M1.5%+5,21713F-HRTimeline
TIAAgroup of 2 filers holding24,964$2.57M+22,853Timeline
Ancora Advisors LLCin group Ancora Advisors LLC24,106$2.48M0.05%+13,93513F-HRTimelineGroup
Tanglewood Wealth Management, Inc.23,881$2.46M0.21%+10,27913F-HRTimeline
Global Trust Wealth Management LLC23,704$2.44M1.68%+4,31713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,423$2.41M<0.01%+21,15013F-HRTimelineGroup
Balboa Wealth Partners23,061$2.38M0.32%+1,04713F-HRTimeline
Holcombe Financial, Inc.22,980$2.37M1.34%+65913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…22,942$2.36M0.5%+3,57213F-HRTimeline
LAM GROUP, INC.22,885$2.36M1.17%+2,10513F-HRTimeline
Navigoe, LLC22,594$2.33M1.22%+54213F-HRTimeline
Insight Wealth Partners, LLC22,551$2.32M0.31%+28013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,541$2.32M0.05%new13F-HRTimelineGroup
IAG Wealth Partners, LLC22,529$2.32M0.23%-13713F-HRTimeline
CoreCap Advisors, LLC22,251$2.29M0.07%+2,55213F-HRTimeline
PFC CAPITAL GROUP, INC.21,509$2.22M0.85%+49113F-HRTimeline
Triton Wealth Management, PLLC21,439$2.21M0.68%-2,48913F-HRTimeline
Janney Montgomery Scott LLC21,415$2.21M<0.01%-3,44913F-HRTimeline
Hudson Oak Wealth Advisory LLC21,329$2.2M1.7%-70113F-HRTimeline
Astra Wealth Partners LLC21,308$2.2M1.22%-27113F-HRTimeline
SEEDS INVESTOR LLC21,279$2.19M0.23%+1,98013F-HRTimeline
Paragon Advisors, LLC21,216$2.19M0.46%+1,98113F-HRTimeline
Vistica Wealth Advisors, LLC20,965$2.16M1.87%-38013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,817$2.15M0.32%+6,50613F-HRTimeline
Gradient Capital Advisors, LLC20,796$2.14M0.5%-69313F-HRTimeline
&PARTNERS20,808$2.14M0.01%+6,14413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,665$2.13M0.03%-20013F-HRTimeline
Torren Management, LLC20,559$2.12M1.08%-29713F-HRTimeline
Berkeley, Inc20,273$2.09M0.66%+4,92513F-HRTimeline
55 North Private Wealth, LLC20,100$2.07M0.41%-38213F-HRTimeline
Aspirean Wealth, LLC19,612$2.02M1.88%+5,32513F-HRTimeline
Arete Wealth Advisors, LLC19,299$1.99M0.13%-48013F-HR/ATimeline
LRI Investments, LLC19,032$1.96M0.16%013F-HRTimeline
Altar Rock LLC19,026$1.96M2.86%+18713F-HRTimeline
Financial Plan, Inc.18,949$1.95M0.19%+29413F-HRTimeline
Breakwater Capital Group18,912$1.95M0.23%+2,44913F-HRTimeline
Total Clarity Wealth Management, Inc.18,895$1.95M0.38%+6,54913F-HRTimeline
PHILADELPHIA TRUST CO18,892$1.95M0.12%-3113F-HRTimeline
HUB Investment Partners, LLC18,280$1.88M0.03%new13F-HRTimeline
NFSG Corp18,137$1.87M0.23%new13F-HRTimeline
IMG Wealth Management, Inc.18,081$1.86M1.04%+2,48713F-HRTimeline
Cornerstone Wealth Management, LLC17,879$1.84M0.08%-1,57513F-HRTimeline
Dogwood Wealth Management LLC17,650$1.82M0.72%-54413F-HRTimeline
Passive Capital Management, LLC.19,338$1.82M0.57%+7313F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.17,525$1.81M1.39%+16013F-HRTimeline
Steward Partners Investment Advisory, L…17,336$1.79M0.01%+6,21913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,256$1.78M0.02%new13F-HRTimelineGroup
NWAM LLC17,182$1.77M0.09%+95413F-HRTimeline
Trademark Financial Management, LLC17,137$1.77M0.72%+3,15213F-HRTimeline
Northland Capital Management LLC17,112$1.76M0.95%+91313F-HRTimeline
Clark Asset Management, LLC16,968$1.75M0.14%-2,16613F-HRTimeline
SC&H Financial Advisors, Inc.16,802$1.73M0.23%-58813F-HRTimeline
Pacific Asset Management, LLC16,740$1.73M0.85%+71013F-HRTimeline
Johnson Financial Group, LLC16,484$1.7M0.09%new13F-HRTimeline
Ocean Park Asset Management, LLC16,360$1.69M0.08%new13F-HRTimeline
MIDDLETON & CO INC/MA16,282$1.68M0.18%+5,30013F-HRTimeline
Gibson Capital, LLC16,162$1.67M0.27%-83913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC16,160$1.67M1.37%+75813F-HRTimeline
Austin Wealth Management, LLC16,088$1.65M0.35%+69413F-HRTimeline
Baker Ellis Asset Management LLC15,930$1.64M0.17%+10013F-HRTimeline
Lifetime Wealth Management P.C.15,912$1.64M0.96%-11313F-HRTimeline
Verdence Capital Advisors LLC15,909$1.64M0.09%+20913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,513$1.6M<0.01%-10213F-HRTimeline
L.K. Benson & Company, P.C.15,374$1.58M0.48%-13413F-HRTimeline
Douglass Winthrop Advisors, LLC15,300$1.58M0.03%new13F-HRTimeline
Maia Wealth LLC15,293$1.58M0.23%+1,69213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,945$1.54M0.01%+4,87913F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC14,857$1.53M0.46%+1,27213F-HRTimeline
CVA Family Office, LLC14,774$1.52M0.14%-24513F-HRTimeline
Maridea Wealth Management LLC14,631$1.51M0.16%+51813F-HRTimeline
TWO SIGMA SECURITIES, LLC14,594$1.5M0.13%new13F-HRTimeline
TABLEAUX LLC14,529$1.5M0.63%+2,76313F-HRTimeline
Burk Holdings LLC14,058$1.45M0.54%+2,20313F-HRTimeline
Powerhouse Assets LLC13,724$1.41M1.15%-8013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,649$1.41M0.01%+1,46913F-HRTimelineGroup
Hardin Capital Partners, LLC13,371$1.38M0.64%+48913F-HRTimeline
Independent Advisor Alliance13,374$1.38M0.03%-1,51513F-HRTimeline
UMB Bank, n.a.13,331$1.37M0.02%-1,19813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Curtis Advisory Group, LLC13,166$1.36M0.26%-9413F-HRTimeline
Sunpointe, LLC13,163$1.36M0.39%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,112$1.35M0.03%+3,24113F-HRTimeline
Certified Advisory Corp13,021$1.34M0.11%-20513F-HRTimeline
Financial Engines Advisors L.L.C.12,772$1.32M<0.01%+13013F-HRTimeline
FMB WEALTH MANAGEMENT12,620$1.3M0.48%-23813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,537$1.29M<0.01%+60613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,503$1.29M0.02%+7,44713F-HRTimelineGroup
Abacus Planning Group, Inc.12,487$1.29M0.16%+1,35713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,474$1.29M0.02%new13F-HRTimeline
MGO ONE SEVEN LLC12,325$1.27M0.02%+1,49813F-HRTimeline
FMR LLCin group FMR LLC11,607$1.2M<0.01%+36813F-HRTimelineGroup
E&G Advisors, LLC11,498$1.18M0.23%+47513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,127$1.15M0.01%+5,15913F-HRTimeline
Nvest Wealth Strategies, Inc.10,964$1.13M0.71%+34413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,898$1.12M0.05%new13F-HRTimeline