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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

416 managers (419 13F filers) reported a position in AVDV shares at 2024-12-31, 78,403,674 shares in all. 40 filers opened a position and 30 filers sold out during the quarter.

Managers
416
13F filers
419
New
40
Added
207
Reduced
81
Sold out
30
Shares held by filers
78,403,674

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
McLean Asset Management Corp29,315$1.91M0.57%-1,89713F-HRTimeline
GeoWealth Management, LLC28,976$1.89M0.06%-58,86613F-HRTimeline
Wealthfront Advisers LLC28,421$1.85M0.01%+1,89413F-HR/ATimeline
Lauterbach Financial Advisors, LLC28,262$1.84M1.12%+1,58613F-HRTimeline
BWM Planning, LLC28,216$1.84M0.8%+4,06113F-HRTimeline
SHUFRO ROSE & CO LLC28,204$1.84M0.14%+3,76013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,582$1.79M<0.01%+10,68913F-HRTimelineGroup
Arcadia Wealth Management, Inc.26,953$1.75M1.49%13F-HRTimeline
Prosperity Consulting Group, LLC26,541$1.73M0.13%-2,71813F-HRTimeline
IFP Advisors, Inc26,398$1.72M0.06%+9813F-HRTimeline
EP Wealth Advisors, LLC25,789$1.68M0.01%-31613F-HRTimeline
Dogwood Wealth Management LLC24,709$1.61M0.85%-63113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,265$1.58M<0.01%+2313F-HRTimelineGroup
Gibson Capital, LLC23,913$1.56M0.32%013F-HRTimeline
Holcombe Financial, Inc.23,863$1.55M1.28%13F-HRTimeline
Parkworth Wealth Management, Inc.23,515$1.53M1.27%13F-HRTimeline
Good Life Advisors, LLC23,349$1.52M0.11%+1,71813F-HRTimeline
Evanson Asset Management, LLC23,180$1.51M0.1%+4,01913F-HRTimeline
PHILADELPHIA TRUST CO22,393$1.46M0.11%-5,54413F-HRTimeline
Gradient Capital Advisors, LLC22,293$1.45M0.47%+1,53813F-HRTimeline
Haven Private, LLC22,283$1.45M0.81%13F-HRTimeline
Astra Wealth Partners LLC21,695$1.41M1.33%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,391$1.39M0.03%-83813F-HRTimeline
Insight Wealth Partners, LLC21,112$1.37M0.87%+113F-HRTimeline
HMV Wealth Advisors, LLC21,020$1.37M1.37%13F-HRTimeline
Tillman Hartley LLC20,762$1.35M0.39%-2,22413F-HRTimeline
Global Trust Asset Management, LLC20,759$1.35M0.51%-32813F-HRTimeline
Ariadne Wealth Management, LP19,520$1.33M0.61%+113F-HRTimeline
Capstone Wealth Management, LLC20,092$1.31M1.28%13F-HRTimeline
Seed Wealth Management, Inc.19,760$1.29M1.04%013F-HRTimeline
Cascade Financial Partners, LLC19,505$1.27M0.17%+3,02113F-HRTimeline
LexAurum Advisors, LLC19,130$1.24M0.25%+1,84213F-HRTimeline
Passive Capital Management, LLC.18,938$1.23M0.43%+31613F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC18,471$1.2M1.35%13F-HR/ATimeline
Community Bank, N.A.18,086$1.18M0.15%+6,02513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,012$1.17M<0.01%+10,39713F-HRTimelineGroup
Farther Finance Advisors, LLC17,623$1.15M0.04%-10,72213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP17,227$1.14M0.17%+1,73313F-HRTimeline
IAG Wealth Partners, LLC17,485$1.14M0.2%-36513F-HRTimeline
SC&H Financial Advisors, Inc.17,263$1.12M0.23%+21213F-HRTimeline
Merriman Wealth Management, LLC17,157$1.12M0.05%-10,86413F-HRTimeline
Factor Wealth Management LTD17,149$1.12M0.37%13F-HRTimeline
Northland Capital Management LLC16,652$1.08M0.8%-56713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …16,670$1.06M0.08%+3,79713F-HRTimelineGroup
WorthPointe, LLC16,282$1.06M0.44%+60613F-HRTimeline
L.K. Benson & Company, P.C.16,258$1.06M0.75%13F-HRTimeline
UMB Bank, n.a.16,144$1.05M0.02%-7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC15,946$1.04M0.16%-1,12813F-HRTimeline
Stegent Equity Advisors, Inc.15,337$998K1.01%-1,61413F-HRTimeline
Verdence Capital Advisors LLC15,057$980K0.08%013F-HRTimeline
B&D White Capital Company, LLC14,928$972K0.16%+8,55013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,850$966K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.14,845$966K0.12%-1,00713F-HRTimeline
Sigma Planning Corp14,203$924K0.03%-9,53513F-HRTimeline
Clark Capital Management Group, Inc.13,829$900K0.01%-42613F-HRTimeline
Orion Capital Management LLC13,264$863K0.38%+40913F-HRTimeline
FMB WEALTH MANAGEMENT13,191$858K0.48%013F-HRTimeline
Sunpointe, LLC13,163$857K0.43%new13F-HRTimeline
Navigoe, LLC13,009$846K0.83%13F-HRTimeline
CAP Partners, LLC12,883$838K0.59%-25113F-HRTimeline
Asset Dedication, LLC12,854$837K0.07%-78113F-HRTimeline
NWAM LLC12,772$831K0.05%+11713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,653$823K<0.01%+13113F-HRTimeline
Austin Wealth Management, LLC12,335$801K0.17%+1,49713F-HRTimeline
Curtis Advisory Group, LLC11,758$765K0.2%+8013F-HRTimeline
COURIER CAPITAL LLC11,526$750K0.05%new13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV11,511$749K0.58%-913F-HRTimeline
Modern Wealth Management, LLC11,305$736K0.03%-7013F-HR/ATimeline
Certified Advisory Corp10,760$700K0.08%-4513F-HRTimeline
Level Financial Advisors10,635$692K0.25%+77813F-HRTimeline
Pacific Asset Management, LLC10,592$689K0.65%13F-HRTimeline
TOWNSQUARE CAPITAL LLC10,245$667K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,851$641K<0.01%+74913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,824$639K+9,751Timeline
Independent Advisor Alliance9,675$630K0.01%+65613F-HRTimeline
Signal Advisors Wealth, LLC9,512$619K0.07%+2413F-HRTimeline
RVW Wealth, LLC9,438$614K0.06%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$599K0.21%013F-HRTimeline
CENTRAL TRUST Co9,195$598K0.01%013F-HRTimeline
LAM GROUP, INC.8,680$565K0.4%-6,89513F-HRTimeline
Ifrah Financial Services, Inc.8,439$549K0.15%+20913F-HRTimeline
Clarity Wealth Development LLC8,205$546K0.59%13F-HRTimeline
Beacon Pointe Advisors, LLC8,167$531K0.01%+2213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,148$530K0.02%+7,45013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.8,132$529K0.5%13F-HRTimeline
SELDON CAPITAL LP8,000$521K0.21%013F-HRTimeline
Cubist Systematic Strategies, LLC7,851$511K0.01%new13F-HRTimeline
Burk Holdings LLC7,677$500K0.4%13F-HRTimeline
Greenspring Advisors, LLC7,514$489K0.11%-1,83713F-HRTimeline
M Wealth Management, LLC7,300$475K0.43%13F-HRTimeline
Clear Creek Financial Management, LLC7,093$462K0.05%-2313F-HRTimeline
Breakwater Capital Group6,999$455K0.09%+2,09313F-HRTimeline
Goldstein Advisors, LLC6,949$452K0.07%+1,21513F-HRTimeline
Tranquility Partners, LLC6,743$439K0.17%+5813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,484$422K0.01%+16813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,418$418K0.03%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,353$413K<0.01%-100,99913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,345$413K0.01%+76913F-HRTimelineGroup
Selective Wealth Management, Inc.6,451$412K0.17%-6013F-HRTimeline
Seaside Wealth Management, Inc.6,303$410K0.15%+2,38913F-HRTimeline
BRIGHTON JONES LLC6,228$405K0.01%+113F-HR/ATimeline
CSS LLC/IL6,100$397K0.02%013F-HRTimeline
Prosperitas Financial LLC5,834$380K0.19%-7613F-HRTimeline
WR Wealth Planners, LLC5,423$353K0.11%-58713F-HRTimeline
Maia Wealth LLC5,316$352K0.08%+1,25113F-HRTimeline
Index Fund Advisors, Inc.5,393$351K0.02%+13213F-HRTimeline
SageOak Financial, LLC5,327$347K0.32%13F-HRTimeline
Parkside Financial Bank & Trust5,234$341K0.05%+3,64613F-HRTimeline
Cambridge Financial Group, LLC5,018$327K0.14%+3113F-HRTimeline
Empirical Finance, LLC4,991$325K0.02%013F-HRTimeline
JDH Wealth Management, LLC4,900$319K0.28%13F-HRTimeline
Palisade Asset Management, LLC4,840$315K0.03%013F-HRTimeline
CoreCap Advisors, LLC4,804$313K0.01%+4,24413F-HRTimeline
Cambridge Investment Research Advisors,…4,794$312K<0.01%-39,32913F-HRTimeline
True Vision MN LLC4,698$306K0.18%-22113F-HRTimeline
NCM Capital Management, LLC4,643$302K0.14%+68813F-HRTimeline
Baker Ellis Asset Management LLC4,550$296K0.04%-1,47013F-HRTimeline
Pacific Sage Partners, LLC4,525$294K0.07%+15613F-HRTimeline
Lion Street Advisors, LLC4,410$287K0.09%+19613F-HRTimeline
TFB Advisors LLC4,402$286K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,356$283K<0.01%+2,71313F-HRTimeline
Rockwood Wealth Management, LLC4,342$281K0.03%013F-HRTimeline
DHK Financial Advisors, Inc.4,296$280K0.17%+10413F-HRTimeline
Blue Trust, Inc.4,295$280K<0.01%+16413F-HR/ATimeline
Intelligent Financial Strategies4,271$278K0.15%013F-HRTimeline
Cresset Asset Management, LLC4,270$278K<0.01%-42,99613F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.4,244$276K0.2%13F-HRTimeline
Shakespeare Wealth Management, LLC4,207$274K0.07%new13F-HRTimeline
Lutz Financial Services LLC4,174$272K0.02%new13F-HRTimeline
Bordeaux Wealth Advisors LLC4,000$260K0.04%013F-HR/ATimeline
Integrated Wealth Concepts LLC3,918$255K<0.01%new13F-HRTimeline
Life Planning Partners, Inc3,885$253K0.23%013F-HR/ATimeline
Financial Symmetry Inc3,852$251K0.17%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,830$249K0.06%+53513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,715$242K0.04%+9113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,685$240K0.01%013F-HRTimelineGroup
Allodium Investment Consultants, LLC3,603$234K0.2%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,564$232K<0.01%+73013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.3,547$231K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,464$230K0.09%13F-HRTimeline
Atlas Wealth LLC3,486$227K0.09%013F-HRTimeline
LJI Wealth Management, LLC3,482$227K0.04%+1913F-HRTimeline
NewEdge Wealth, LLC3,454$225K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,437$224K0.01%-43713F-HRTimeline
Clark Asset Management, LLC3,331$217K0.04%new13F-HRTimeline
ENTREWEALTH, LLC2,992$211K0.19%13F-HRTimeline
Keel Point, LLC3,217$209K0.02%+1913F-HRTimeline
DBK Financial Counsel, LLC3,195$208K0.21%013F-HRTimeline
Able Wealth Management LLC3,146$205K0.13%-1,50113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,085$201K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC2,810$183K0.05%013F-HRTimeline
Nemes Rush Group LLC2,272$148K0.02%+1,63713F-HRTimeline
Kathleen S. Wright Associates Inc.2,260$147K0.06%013F-HRTimeline
COMERICA BANK2,189$142K<0.01%-12013F-HR/ATimeline
AE Wealth Management LLC2,119$138K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,810$118K0.03%013F-HRTimeline
MAI Capital Management1,734$113K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,696$110K0.01%013F-HRTimelineGroup
LRI Investments, LLC1,650$107K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,482$96.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,394$90.7K<0.01%-87813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,311$85.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,081$71.2K<0.01%-78813F-HRTimeline
SIMPLEX TRADING, LLC835$54K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.778$50.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC758$49.4K0.01%+1213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC719$47K<0.01%-6,40013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…712$46.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC681$44.3K<0.01%+57113F-HRTimelineGroup
Creekmur Asset Management LLC670$43.6K0.01%-29913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.666$43.2K<0.01%-1713F-HRTimelineGroup
Operose Advisors LLC657$42.8K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC625$40.7K<0.01%+37713F-HRTimeline
Accredited Wealth Management, LLC604$39.3K0.03%13F-HRTimeline
Glassman Wealth Services521$33.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/520$33.8K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\468$30.5K<0.01%+813F-HRTimelineGroup
JDM Financial Group LLC449$29.2K0.02%+32913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…356$23.2K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC338$22K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC325$21.2K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO320$20.8K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC300$19.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…296$19.3K<0.01%-14013F-HRTimeline
FIDUCIARY ADVISORS, INC.276$17.9K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC270$17.6K<0.01%+21913F-HRTimelineGroup
Sound Income Strategies, LLC262$17.1K<0.01%+9013F-HRTimeline
Clearstead Advisors, LLC252$16.4K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.239$15.6K<0.01%013F-HRTimeline
Creative Capital Management Investments…210$13.7K0.01%013F-HRTimeline
Archer Investment Corp205$13.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC187$12.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.180$12K0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.136$8.85K<0.01%+9013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC130$8.46K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.111$7K<0.01%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC105$6.89K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC99$6.44K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC90$5.86K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC89$5.79K<0.01%013F-HRTimeline