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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

438 managers (441 13F filers) reported a position in AVDV shares at 2025-03-31, 89,694,320 shares in all. 51 filers opened a position and 29 filers sold out during the quarter.

Managers
438
13F filers
441
New
51
Added
224
Reduced
114
Sold out
29
Shares held by filers
89,694,320

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisory Services Network, LLC35,194$2.45M0.05%+48613F-HRTimeline
Equita Financial Network, Inc.34,528$2.41M0.84%-1,37513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,002$2.37M<0.01%+15,99013F-HRTimelineGroup
AIRE ADVISORS, LLC33,752$2.35M0.5%+9313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,546$2.2M<0.01%+3,96413F-HRTimelineGroup
Cascade Financial Partners, LLC30,023$2.09M0.26%+10,51813F-HRTimeline
BWM Planning, LLC29,327$2.05M0.87%+1,11113F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC29,322$2.04M1.87%-6,88313F-HRTimeline
Arcadia Wealth Management, Inc.29,219$2.04M1.59%+2,26613F-HRTimeline
Lauterbach Financial Advisors, LLC29,100$2.03M1.26%+83813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,603$1.99M0.03%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC28,049$1.96M0.15%-15513F-HRTimeline
COURIER CAPITAL LLC28,023$1.95M0.13%+16,49713F-HRTimeline
Wealthfront Advisers LLC27,597$1.92M0.01%-82413F-HRTimeline
McLean Asset Management Corp30,740$1.9M0.63%+1,42513F-HRTimeline
Haven Private, LLC27,142$1.89M1.07%+4,85913F-HRTimeline
Cambridge Investment Research Advisors,…26,266$1.83M0.01%+21,47213F-HRTimeline
IFP Advisors, Inc26,264$1.83M0.06%-13413F-HRTimeline
Gibson Capital, LLC25,847$1.8M0.38%+1,93413F-HR/ATimeline
EP Wealth Advisors, LLC25,398$1.77M0.01%-39113F-HRTimeline
Holcombe Financial, Inc.24,484$1.71M1.42%+62113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,265$1.69M<0.01%013F-HRTimelineGroup
Good Life Advisors, LLC24,224$1.69M0.12%+87513F-HRTimeline
Gradient Capital Advisors, LLC24,032$1.68M0.55%+1,73913F-HRTimeline
Dogwood Wealth Management LLC23,802$1.66M0.87%-90713F-HRTimeline
Financial Engines Advisors L.L.C.23,591$1.64M<0.01%-7,39613F-HRTimeline
Parkworth Wealth Management, Inc.23,278$1.62M1.3%-23713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,678$1.58M<0.01%-581,39413F-HRTimelineGroup
PHILADELPHIA TRUST CO22,393$1.56M0.13%013F-HRTimeline
Tillman Hartley LLC22,190$1.55M0.45%+1,42813F-HRTimeline
LexAurum Advisors, LLC21,992$1.53M0.29%+2,86213F-HRTimeline
Astra Wealth Partners LLC21,820$1.52M1.45%+12513F-HRTimeline
Synergy Investment Management, LLC21,612$1.51M0.63%-20,56213F-HRTimeline
Capstone Wealth Management, LLC21,448$1.5M1.49%+1,35613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,391$1.49M0.03%013F-HRTimeline
Insight Wealth Partners, LLC20,865$1.46M0.88%-24713F-HRTimeline
Ariadne Wealth Management, LP19,595$1.45M0.76%+7513F-HRTimeline
Seed Wealth Management, Inc.20,560$1.43M1.17%+80013F-HRTimeline
Clark Capital Management Group, Inc.20,421$1.42M0.01%+6,59213F-HRTimeline
Evanson Asset Management, LLC20,016$1.4M0.1%-3,16413F-HRTimeline
LRI Investments, LLC19,331$1.35M0.13%+17,68113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …18,545$1.35M0.1%+1,87513F-HRTimelineGroup
True Vision MN LLC19,138$1.33M0.8%+14,44013F-HRTimeline
Passive Capital Management, LLC.18,938$1.32M0.42%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC18,921$1.32M1.45%+45013F-HRTimeline
Farther Finance Advisors, LLC18,270$1.27M0.03%+64713F-HRTimeline
Navigoe, LLC18,280$1.27M1.1%+5,27113F-HRTimeline
Factor Wealth Management LTD18,007$1.26M0.39%+85813F-HRTimeline
Savvy Advisors, Inc.17,399$1.21M0.12%+2,55413F-HRTimeline
SC&H Financial Advisors, Inc.17,339$1.21M0.24%+7613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,943$1.18M0.19%-28413F-HRTimeline
Northland Capital Management LLC16,777$1.17M0.79%+12513F-HRTimeline
IAG Wealth Partners, LLC16,635$1.16M0.18%-85013F-HRTimeline
WorthPointe, LLC16,632$1.16M0.53%+35013F-HRTimeline
L.K. Benson & Company, P.C.16,251$1.13M0.78%-713F-HRTimeline
Atria Wealth Solutions, Inc.16,207$1.13M0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC16,107$1.12M0.09%-10,43413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,910$1.11M<0.01%+12,82513F-HRTimelineGroup
Sigma Planning Corp15,590$1.09M0.03%+1,38713F-HRTimeline
CVA Family Office, LLC15,566$1.09M0.17%-38013F-HRTimeline
Cloud Capital Management, LLC15,176$1.06M0.75%13F-HRTimeline
Austin Wealth Management, LLC14,736$1.05M0.21%+2,40113F-HRTimeline
Verdence Capital Advisors LLC14,940$1.04M0.08%-11713F-HRTimeline
Orion Capital Management LLC14,710$1.03M0.43%+1,44613F-HRTimeline
Clark Asset Management, LLC14,535$1.01M0.17%+11,20413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,699$955K0.08%+3,87513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,647$952K<0.01%+99413F-HRTimeline
OLD MISSION CAPITAL LLC13,593$948K0.02%new13F-HRTimeline
CoreCap Advisors, LLC13,571$946K0.04%+8,76713F-HRTimeline
Stegent Equity Advisors, Inc.13,318$929K0.94%-2,01913F-HRTimeline
Asset Dedication, LLC13,259$925K0.08%+40513F-HRTimeline
FMB WEALTH MANAGEMENT13,191$920K0.51%013F-HRTimeline
Sunpointe, LLC13,163$918K0.49%013F-HRTimeline
UMB Bank, n.a.13,076$912K0.02%-3,06813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RENAISSANCE TECHNOLOGIES LLC12,100$844K<0.01%new13F-HRTimeline
Pacific Asset Management, LLC11,937$832K0.75%+1,34513F-HRTimeline
Curtis Advisory Group, LLC11,762$820K0.24%+413F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV11,634$811K0.6%+12313F-HRTimeline
Greenspring Advisors, LLC11,625$811K0.19%+4,11113F-HRTimeline
AE Wealth Management LLC11,323$790K0.01%+9,20413F-HRTimeline
Modern Wealth Management, LLC11,121$776K0.02%-18413F-HR/ATimeline
Certified Advisory Corp10,760$750K0.08%013F-HRTimeline
Baker Ellis Asset Management LLC10,680$745K0.11%+6,13013F-HRTimeline
Level Financial Advisors10,548$736K0.25%-8713F-HRTimeline
Independent Advisor Alliance10,507$733K0.02%+83213F-HRTimeline
Breakwater Capital Group10,275$717K0.13%+3,27613F-HRTimeline
Hardin Capital Partners, LLC10,134$707K0.43%new13F-HRTimeline
CAP Partners, LLC10,061$702K0.51%-2,82213F-HRTimeline
Signal Advisors Wealth, LLC9,831$686K0.07%+31913F-HRTimeline
Paragon Advisors, LLC9,685$675K0.26%-137,39513F-HRTimeline
Accurate Wealth Management, LLC9,934$672K0.13%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC9,621$671K0.01%-62413F-HRTimeline
CENTRAL TRUST Co9,365$653K0.02%+17013F-HRTimeline
Camarda Financial Advisors, LLC9,222$643K0.29%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$642K0.22%013F-HRTimeline
Caprock Group, LLC9,123$636K0.02%new13F-HRTimeline
LAM GROUP, INC.8,930$623K0.46%+25013F-HRTimeline
Csenge Advisory Group8,715$610K0.03%new13F-HRTimeline
Harbor Group, Inc.8,654$604K0.12%new13F-HRTimeline
Exchange Bank8,629$602K0.49%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,583$599K0.33%+45113F-HRTimeline
Ifrah Financial Services, Inc.8,379$584K0.17%-6013F-HRTimeline
NWAM LLC8,286$578K0.05%-4,48613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,148$568K0.02%013F-HRTimelineGroup
SELDON CAPITAL LP8,000$558K0.35%013F-HRTimeline
Clarity Wealth Development LLC7,690$558K0.62%-51513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,794$544K0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,665$535K<0.01%-2,18613F-HRTimelineGroup
Burk Holdings LLC7,613$531K0.4%-6413F-HRTimeline
Goldstein Advisors, LLC7,342$512K0.07%+39313F-HRTimeline
PFC CAPITAL GROUP, INC.7,123$496K0.25%new13F-HRTimeline
Tranquility Partners, LLC6,505$454K0.18%-23813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,436$449K0.01%-4813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,421$448K0.03%+313F-HRTimeline
Prosperitas Financial LLC6,355$443K0.23%+52113F-HRTimeline
BRIGHTON JONES LLC6,238$435K0.01%+1013F-HRTimeline
Seaside Wealth Management, Inc.6,103$426K0.15%-20013F-HRTimeline
CSS LLC/IL6,100$425K0.03%013F-HRTimeline
Qube Research & Technologies Ltd6,075$424K<0.01%new13F-HRTimeline
Selective Wealth Management, Inc.6,246$422K0.18%-20513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,345$413K0.01%013F-HRTimelineGroup
Parkwoods Wealth Partners, LLC5,486$383K0.26%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,363$374K<0.01%-2,80413F-HRTimeline
Parkside Financial Bank & Trust5,228$365K0.05%-613F-HRTimeline
NCM Capital Management, LLC5,218$364K0.16%+57513F-HRTimeline
Pacific Sage Partners, LLC5,179$361K0.08%+65413F-HRTimeline
Cambridge Financial Group, LLC5,018$350K0.15%013F-HRTimeline
Fisher Asset Management, LLC5,016$350K<0.01%new13F-HRTimeline
Empirical Finance, LLC4,991$348K0.02%013F-HRTimeline
Global Trust Asset Management, LLC4,918$343K0.21%-15,84113F-HRTimeline
JDH Wealth Management, LLC4,915$343K0.29%+1513F-HRTimeline
Financial Futures Ltd Liability Co.4,844$338K0.19%new13F-HRTimeline
Palisade Asset Management, LLC4,840$338K0.03%013F-HRTimeline
Rockwood Wealth Management, LLC4,691$327K0.03%+34913F-HRTimeline
M Wealth Management, LLC4,667$325K0.3%-2,63313F-HRTimeline
Lion Street Advisors, LLC4,457$311K0.1%+4713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,383$306K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,329$302K<0.01%-2713F-HRTimeline
Integrated Wealth Concepts LLC4,320$301K<0.01%+40213F-HRTimeline
DHK Financial Advisors, Inc.4,296$300K0.16%013F-HRTimeline
Intelligent Financial Strategies4,271$298K0.16%013F-HRTimeline
Financial Symmetry Inc4,243$296K0.18%+39113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,208$293K0.04%+66113F-HRTimeline
Lutz Financial Services LLC4,174$291K0.02%013F-HRTimeline
Blue Trust, Inc.4,070$284K<0.01%-22513F-HRTimeline
Bordeaux Wealth Advisors LLC4,000$279K0.05%013F-HRTimeline
TFB Advisors LLC3,993$278K0.08%-40913F-HRTimeline
Life Planning Partners, Inc3,885$271K0.25%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,830$267K0.06%013F-HRTimeline
LJI Wealth Management, LLC3,778$263K0.05%+29613F-HRTimeline
Avior Wealth Management, LLC3,749$261K0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,744$261K0.19%-50013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,715$259K0.05%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,685$257K0.01%013F-HRTimelineGroup
ENTREWEALTH, LLC3,591$250K0.19%+59913F-HRTimeline
Index Fund Advisors, Inc.3,491$243K0.02%-1,90213F-HRTimeline
Atlas Wealth LLC3,486$243K0.09%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,464$241K0.13%013F-HRTimeline
MB Generational Wealth, LLC3,270$228K0.17%new13F-HRTimeline
Geneos Wealth Management Inc.3,205$224K<0.01%+1,81113F-HRTimeline
DBK Financial Counsel, LLC3,195$223K0.22%013F-HRTimeline
Mutual Advisors, LLC3,093$222K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,139$219K0.01%new13F-HRTimeline
Keel Point, LLC3,123$218K0.02%-9413F-HRTimeline
Allodium Investment Consultants, LLC3,116$217K0.16%-48713F-HRTimeline
LongView Wealth Management3,099$216K0.06%new13F-HRTimeline
Prospera Financial Services Inc3,060$213K<0.01%new13F-HRTimeline
RVW Wealth, LLC3,039$212K0.02%-6,39913F-HRTimeline
SAGE RHINO CAPITAL LLC3,026$211K0.05%new13F-HRTimeline
Nemes Rush Group LLC3,003$209K0.03%+73113F-HRTimeline
Abacus Planning Group, Inc.2,969$207K0.04%new13F-HRTimeline
Meritas Wealth Management, LLC2,896$202K0.12%new13F-HRTimeline
TruNorth Capital Management, LLC2,810$196K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,803$195K0.01%-63413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,548$178K<0.01%-3,80513F-HRTimelineGroup
COMERICA BANK2,317$162K<0.01%+12813F-HRTimeline
Kathleen S. Wright Associates Inc.2,260$158K0.07%013F-HRTimeline
Parallel Advisors, LLC1,874$131K<0.01%new13F-HRTimeline
GeoWealth Management, LLC1,856$129K0.01%-27,12013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,810$126K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,952$121K<0.01%+1,28613F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,610$112K<0.01%+29913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,611$112K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,582$110K<0.01%+10013F-HRTimeline
MAI Capital Management1,419$99K<0.01%-31513F-HRTimeline
Salomon & Ludwin, LLC1,085$75.7K0.01%new13F-HRTimeline
TFC Financial Management, Inc.1,000$69.7K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC967$68.4K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC951$66.3K<0.01%+27013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC932$65K0.01%-76413F-HRTimelineGroup
Smallwood Wealth Investment Management,…856$59.7K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC777$54.2K<0.01%+15213F-HRTimeline
GPS Wealth Strategies Group, LLC758$52.9K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC719$50K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…657$45.8K<0.01%-5513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC623$43.4K<0.01%+49313F-HRTimeline
Crewe Advisors LLC588$41K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/520$37K<0.01%013F-HRTimelineGroup
Glassman Wealth Services521$36.3K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC480$33.5K<0.01%13F-HRTimeline