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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

474 managers (477 13F filers) reported a position in AVDV shares at 2025-06-30, 97,106,548 shares in all. 57 filers opened a position and 18 filers sold out during the quarter.

Managers
474
13F filers
477
New
57
Added
223
Reduced
140
Sold out
18
Shares held by filers
97,106,548

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Foundations Investment Advisors, LLC37,969$3.01M0.05%+78013F-HRTimeline
Efficient Frontier Advisors LLC37,377$2.96M1.88%+8413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,355$2.96M<0.01%-51113F-HRTimelineGroup
Advisory Services Network, LLC36,907$2.95M0.05%+1,71313F-HRTimeline
EARNED WEALTH ADVISORS, LLC36,767$2.91M0.57%-50313F-HRTimeline
Cambridge Investment Research Advisors,…35,932$2.85M0.01%+9,66613F-HRTimeline
Cascade Financial Partners, LLC34,483$2.73M0.33%+4,46013F-HRTimeline
BWM Planning, LLC33,985$2.69M0.93%+4,65813F-HRTimeline
Private Advisor Group, LLC33,817$2.68M0.01%-70,49013F-HRTimeline
RCS Financial Planning, LLC33,443$2.65M1.32%-2,52113F-HRTimeline
McLean Asset Management Corp33,155$2.64M0.69%+2,41513F-HRTimeline
Equita Financial Network, Inc.31,649$2.51M1%-2,87913F-HRTimeline
Lauterbach Financial Advisors, LLC31,207$2.47M1.36%+2,10713F-HRTimeline
Wealthfront Advisers LLC30,433$2.41M0.01%+2,83613F-HRTimeline
COURIER CAPITAL LLC30,285$2.4M0.15%+2,26213F-HRTimeline
Arcadia Wealth Management, Inc.29,961$2.38M1.62%+74213F-HRTimeline
Capstone Wealth Management, LLC29,179$2.31M2.03%+7,73113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,371$2.25M0.03%-23213F-HRTimelineGroup
Capasso Planning Partners LLC27,349$2.17M1.23%-22,85213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,677$2.11M0.04%+20,33213F-HRTimelineGroup
Good Life Advisors, LLC25,375$2.01M0.13%+1,15113F-HRTimeline
EP Wealth Advisors, LLC25,258$2M0.01%-14013F-HRTimeline
Parkworth Wealth Management, Inc.24,695$1.96M1.41%+1,41713F-HRTimeline
SHUFRO ROSE & CO LLC27,898$1.95M0.16%-15113F-HRTimeline
AllGen Financial Advisors, Inc.24,420$1.94M0.52%new13F-HRTimeline
IAG Wealth Partners, LLC23,628$1.87M0.25%+6,99313F-HRTimeline
Gradient Capital Advisors, LLC23,080$1.83M0.54%-95213F-HRTimeline
Gibson Capital, LLC22,584$1.79M0.35%-3,26313F-HRTimeline
Seed Wealth Management, Inc.22,341$1.77M1.32%+1,78113F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC22,218$1.76M1.64%-7,10413F-HRTimeline
Tillman Hartley LLC22,216$1.76M0.5%+2613F-HRTimeline
Astra Wealth Partners LLC21,828$1.73M1.4%+813F-HRTimeline
Dogwood Wealth Management LLC21,455$1.72M0.84%-2,34713F-HRTimeline
LexAurum Advisors, LLC21,441$1.7M0.27%-55113F-HRTimeline
Holcombe Financial, Inc.21,377$1.69M1.28%-3,10713F-HRTimeline
Insight Wealth Partners, LLC21,331$1.69M0.94%+46613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,205$1.68M0.03%-18613F-HRTimeline
Harbor Group, Inc.20,832$1.65M0.29%+12,17813F-HRTimeline
Avior Wealth Management, LLC20,424$1.62M0.06%+16,67513F-HRTimeline
Evanson Asset Management, LLC20,320$1.61M0.1%+30413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …18,934$1.59M0.1%+38913F-HRTimelineGroup
Orion Capital Management LLC19,930$1.58M0.6%+5,22013F-HRTimeline
Clark Capital Management Group, Inc.19,918$1.58M0.01%-50313F-HRTimeline
PHILADELPHIA TRUST CO19,671$1.56M0.12%-2,72213F-HRTimeline
Navigoe, LLC19,654$1.56M1.18%+1,37413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP19,514$1.55M0.23%+2,57113F-HRTimeline
Arete Wealth Advisors, LLC19,368$1.53M0.11%new13F-HRTimeline
Cloud Capital Management, LLC18,893$1.53M0.96%+3,71713F-HRTimeline
LRI Investments, LLC19,331$1.53M0.13%013F-HRTimeline
Austin Wealth Management, LLC19,024$1.52M0.27%+4,28813F-HRTimeline
Passive Capital Management, LLC.19,137$1.52M0.47%+19913F-HRTimeline
True Vision MN LLC18,684$1.48M0.82%-45413F-HRTimeline
Factor Wealth Management LTD17,902$1.42M0.39%-10513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC17,514$1.39M1.4%-1,40713F-HRTimeline
SC&H Financial Advisors, Inc.17,438$1.38M0.24%+9913F-HRTimeline
AE Wealth Management LLC17,302$1.37M0.01%+5,97913F-HRTimeline
Sigma Planning Corp17,019$1.35M0.04%+1,42913F-HRTimeline
Savvy Advisors, Inc.16,414$1.3M0.09%-98513F-HRTimeline
L.K. Benson & Company, P.C.16,170$1.28M0.79%-8113F-HRTimeline
WorthPointe, LLC16,102$1.28M0.54%-53013F-HRTimeline
Baker Ellis Asset Management LLC15,830$1.26M0.17%+5,15013F-HRTimeline
Northland Capital Management LLC15,688$1.24M0.77%-1,08913F-HRTimeline
Ariadne Wealth Management, LP14,671$1.23M0.59%-4,92413F-HRTimeline
CVA Family Office, LLC15,492$1.23M0.17%-7413F-HRTimeline
Atria Wealth Solutions, Inc.15,375$1.22M0.03%-83213F-HRTimeline
Qube Research & Technologies Ltd15,144$1.2M<0.01%+9,06913F-HRTimeline
PFC CAPITAL GROUP, INC.15,120$1.2M0.55%+7,99713F-HRTimeline
Verdence Capital Advisors LLC15,106$1.2M0.08%+16613F-HRTimeline
CoreCap Advisors, LLC15,006$1.19M0.05%+1,43513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,880$1.18M<0.01%+1,23313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,866$1.1M0.08%+16713F-HRTimelineGroup
Financial Engines Advisors L.L.C.13,613$1.08M<0.01%-9,97813F-HRTimeline
FMB WEALTH MANAGEMENT13,191$1.05M0.5%013F-HRTimeline
Sunpointe, LLC13,163$1.04M0.41%013F-HRTimeline
Asset Dedication, LLC13,059$1.04M0.08%-20013F-HRTimeline
Independent Advisor Alliance12,756$1.01M0.03%+2,24913F-HRTimeline
Pacific Asset Management, LLC12,392$982K0.79%+45513F-HRTimeline
Hardin Capital Partners, LLC12,272$974K0.57%+2,13813F-HRTimeline
Breakwater Capital Group12,260$972K0.16%+1,98513F-HRTimeline
Curtis Advisory Group, LLC12,122$961K0.24%+36013F-HRTimeline
UMB Bank, n.a.12,057$956K0.01%-1,01913F-HR/ATimeline
Burk Holdings LLC11,942$947K0.59%+4,32913F-HRTimeline
TOWNSQUARE CAPITAL LLC11,444$907K0.09%+1,82313F-HRTimeline
Prosperity Consulting Group, LLC11,249$892K0.07%-4,85813F-HRTimeline
Clark Asset Management, LLC11,096$880K0.12%-3,43913F-HRTimeline
Modern Wealth Management, LLC11,033$875K0.02%-8813F-HR/ATimeline
Certified Advisory Corp10,860$861K0.09%+10013F-HRTimeline
CENTRAL TRUST Co10,811$857K0.02%+1,44613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,533$835K0.02%+2,73913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,451$829K<0.01%new13F-HR/ATimelineGroup
Accurate Wealth Management, LLC10,196$825K0.13%+26213F-HRTimeline
Abacus Planning Group, Inc.10,407$825K0.12%+7,43813F-HR/ATimeline
LAM GROUP, INC.10,255$813K0.54%+1,32513F-HRTimeline
CAP Partners, LLC10,064$798K0.5%+313F-HRTimeline
Level Financial Advisors10,018$794K0.25%-53013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,762$774K<0.01%-6,14813F-HRTimelineGroup
Signal Advisors Wealth, LLC9,417$747K0.06%-41413F-HRTimeline
Camarda Financial Advisors, LLC9,340$740K0.29%+11813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$729K0.23%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,836$701K0.33%+25313F-HRTimeline
Exchange Bank8,629$684K0.54%013F-HRTimeline
Maia Wealth LLC8,526$676K0.13%new13F-HRTimeline
Csenge Advisory Group8,715$674K0.04%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,393$665K0.46%new13F-HRTimeline
NWAM LLC8,374$664K0.04%+8813F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,299$658K0.02%+15113F-HRTimelineGroup
Ifrah Financial Services, Inc.8,291$657K0.18%-8813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,079$641K<0.01%+5,53113F-HRTimelineGroup
Trademark Financial Management, LLC8,016$636K0.39%new13F-HRTimeline
SELDON CAPITAL LP8,000$634K0.28%013F-HRTimeline
Clarity Wealth Development LLC7,690$610K0.61%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,400$587K<0.01%-4,70013F-HRTimeline
Goldstein Advisors, LLC7,232$573K0.08%-11013F-HRTimeline
Seaside Wealth Management, Inc.7,022$557K0.18%+91913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,948$551K<0.01%-27,05413F-HRTimelineGroup
Ruedi Wealth Management, Inc.6,914$548K0.16%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,802$539K<0.01%-86313F-HRTimelineGroup
Paragon Advisors, LLC6,758$536K0.14%-2,92713F-HRTimeline
Selective Wealth Management, Inc.6,432$520K0.19%+18613F-HRTimeline
Prosperitas Financial LLC6,517$517K0.24%+16213F-HRTimeline
Tranquility Partners, LLC6,453$512K0.18%-5213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,421$509K0.03%013F-HRTimeline
BRIGHTON JONES LLC6,233$494K0.01%-513F-HRTimeline
COMERICA BANK6,213$493K<0.01%+3,89613F-HRTimeline
Pacific Sage Partners, LLC6,186$490K0.1%+1,00713F-HRTimeline
CSS LLC/IL6,100$484K0.03%013F-HRTimeline
Bragg Financial Advisors, Inc6,002$476K0.02%new13F-HRTimeline
NCM Capital Management, LLC5,773$458K0.19%+55513F-HRTimeline
Global Trust Asset Management, LLC5,755$456K0.24%+83713F-HRTimeline
Parkwoods Wealth Partners, LLC5,486$435K0.25%013F-HRTimeline
SEEDS INVESTOR LLC5,474$434K0.1%new13F-HRTimeline
Integrated Wealth Concepts LLC5,463$433K<0.01%+1,14313F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,373$426K0.29%-6,26113F-HRTimeline
Beacon Pointe Advisors, LLC5,363$425K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust5,221$414K0.04%-713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,093$404K<0.01%+71013F-HRTimelineGroup
Cambridge Financial Group, LLC5,018$398K0.15%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,002$397K0.06%new13F-HRTimeline
Tempus Wealth Planning, LLC5,000$396K0.1%new13F-HRTimeline
ENTREWEALTH, LLC4,954$393K0.27%+1,36313F-HRTimeline
Balefire, LLC4,937$391K0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,906$389K<0.01%new13F-HRTimelineGroup
Palisade Asset Management, LLC4,840$384K0.04%013F-HRTimeline
Lion Street Advisors, LLC4,750$377K0.11%+29313F-HRTimeline
Rockwood Wealth Management, LLC4,676$371K0.03%-1513F-HRTimeline
M Wealth Management, LLC4,667$370K0.34%013F-HRTimeline
Empirical Finance, LLC4,651$369K0.02%-34013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,478$355K<0.01%+14913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,425$351K0.04%+21713F-HRTimeline
DHK Financial Advisors, Inc.4,376$347K0.2%+8013F-HRTimeline
Steward Partners Investment Advisory, L…4,376$347K<0.01%+4,10813F-HRTimeline
Intelligent Financial Strategies4,271$339K0.18%013F-HRTimeline
JDH Wealth Management, LLC4,219$334K0.26%-69613F-HRTimeline
Lutz Financial Services LLC4,174$331K0.03%013F-HRTimeline
TFB Advisors LLC4,049$321K0.08%+5613F-HRTimeline
Bordeaux Wealth Advisors LLC4,000$317K0.04%013F-HRTimeline
Parallel Advisors, LLC3,974$315K0.01%+2,10013F-HRTimeline
LJI Wealth Management, LLC3,909$310K0.05%+13113F-HRTimeline
Life Planning Partners, Inc3,885$308K0.25%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,857$306K0.07%+2713F-HRTimeline
Jacobi Capital Management LLC3,829$304K0.02%new13F-HRTimeline
Vise Technologies, Inc.3,803$302K0.01%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,784$300K0.05%+6913F-HRTimeline
Financial Symmetry Inc3,720$295K0.15%-52313F-HRTimeline
Nemes Rush Group LLC3,714$294K0.03%+71113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,685$292K0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,670$291K<0.01%-40013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,619$287K0.2%-12513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,566$283K<0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.3,551$282K0.02%+6013F-HRTimeline
Atlas Wealth LLC3,486$277K0.1%013F-HRTimeline
Destination Wealth Management3,401$270K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,287$261K<0.01%-3,14913F-HRTimeline
Mutual Advisors, LLC3,093$255K0.01%013F-HRTimeline
DBK Financial Counsel, LLC3,195$253K0.23%013F-HRTimeline
Keel Point, LLC3,123$248K0.02%013F-HRTimeline
Allodium Investment Consultants, LLC3,118$247K0.16%+213F-HRTimeline
Quantinno Capital Management LP3,075$244K<0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,055$242K0.01%-8413F-HRTimeline
SAGE RHINO CAPITAL LLC3,045$241K0.05%+1913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,464$241K0.11%013F-HRTimeline
Liberty Capital Management, Inc.2,999$238K0.05%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,913$231K<0.01%new13F-HRTimeline
Meritas Wealth Management, LLC2,899$230K0.13%+313F-HRTimeline
CW Advisors, LLC2,847$226K<0.01%new13F-HRTimeline
SWMG, LLC2,779$225K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,837$225K0.01%+3413F-HRTimeline
Colonial River Investments, LLC2,776$225K0.1%new13F-HRTimeline
RVW Wealth, LLC2,815$223K0.02%-22413F-HRTimeline
TruNorth Capital Management, LLC2,810$223K0.05%013F-HRTimeline
Financial Architects, LLC2,760$219K0.13%new13F-HRTimeline
Prospera Financial Services Inc2,743$217K<0.01%-31713F-HRTimeline
Joseph P. Lucia & Associates, LLC2,692$213K0.09%new13F-HRTimeline
Leading Edge Financial Planning LLC2,670$212K0.06%new13F-HRTimeline
Mesirow Financial Investment Management…2,662$211K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,596$206K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,579$204K<0.01%+1,62813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.2,564$203K<0.01%new13F-HRTimeline
Shotwell Rutter Baer Inc2,531$203K0.14%new13F-HRTimeline
Kathleen S. Wright Associates Inc.2,260$179K0.07%013F-HRTimeline