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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

496 managers (499 13F filers) reported a position in AVDV shares at 2025-09-30, 113,151,450 shares in all. 60 filers opened a position and 28 filers sold out during the quarter.

Managers
496
13F filers
499
New
60
Added
226
Reduced
137
Sold out
28
Shares held by filers
113,151,450

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,699$3.77M0.01%+3,12013F-HRTimelineGroup
Paragon Advisors, LLC42,342$3.77M0.97%+35,58413F-HRTimeline
Farther Finance Advisors, LLC40,865$3.64M0.05%+1,25213F-HRTimeline
Prospect Financial Group LLC40,579$3.61M3.53%013F-HRTimeline
Bright Futures Wealth Management, LLC.39,801$3.54M2.77%13F-HRTimeline
IHT Wealth Management, LLC39,575$3.52M0.09%new13F-HRTimeline
AIRE ADVISORS, LLC38,932$3.47M0.63%-9413F-HRTimeline
Beacon Pointe Advisors, LLC38,738$3.45M0.03%+33,37513F-HRTimeline
Continuum Advisory, LLC38,547$3.43M0.36%-8213F-HRTimeline
Advisory Services Network, LLC38,013$3.38M0.05%+1,10613F-HRTimeline
Foundations Investment Advisors, LLC37,865$3.37M0.05%-10413F-HRTimeline
Private Advisor Group, LLC37,630$3.35M0.02%+3,81313F-HRTimeline
Waterfront Wealth Inc.37,736$3.34M0.68%-3,06013F-HRTimeline
EARNED WEALTH ADVISORS, LLC37,513$3.34M0.55%+74613F-HRTimeline
Index Fund Advisors, Inc.36,711$3.27M0.16%+33,16013F-HRTimeline
WealthShield Partners, LLC36,615$3.26M0.37%-1,54913F-HRTimeline
Cascade Financial Partners, LLC36,435$3.24M0.37%+1,95213F-HRTimeline
BWM Planning, LLC35,722$3.18M0.95%+1,73713F-HRTimeline
OLD MISSION CAPITAL LLC35,244$3.14M0.11%new13F-HRTimeline
Harbor Group, Inc.34,939$3.11M0.49%+14,10713F-HRTimeline
NorthCoast Asset Management LLC34,609$3.08M0.01%new13F-HRTimeline
RCS Financial Planning, LLC33,098$2.95M1.3%-34513F-HRTimeline
Wealthfront Advisers LLC32,917$2.93M0.01%+2,48413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,689$2.91M0.07%new13F-HRTimelineGroup
McLean Asset Management Corp32,187$2.91M0.6%-96813F-HRTimeline
Lauterbach Financial Advisors, LLC32,440$2.89M1.45%+1,23313F-HRTimeline
Equita Financial Network, Inc.31,055$2.76M0.93%-59413F-HRTimeline
Capstone Wealth Management, LLC30,785$2.74M2.11%+1,60613F-HRTimeline
COURIER CAPITAL LLC30,604$2.72M0.16%+31913F-HRTimeline
Arcadia Wealth Management, Inc.30,149$2.68M1.63%+18813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP29,859$2.66M0.04%+1,48813F-HRTimelineGroup
AllGen Financial Advisors, Inc.29,571$2.63M0.65%+5,15113F-HRTimeline
Capasso Planning Partners LLC28,588$2.55M1.59%+1,23913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,342$2.43M0.04%+66513F-HRTimelineGroup
KOM Wealth Management Group, LLC26,956$2.4M1.81%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,418$2.35M0.16%new13F-HRTimeline
Parkwoods Wealth Partners, LLC25,391$2.26M0.77%+19,90513F-HRTimeline
IAG Wealth Partners, LLC23,339$2.08M0.25%-28913F-HRTimeline
Navigoe, LLC23,108$2.06M1.31%+3,45413F-HRTimeline
Cloud Capital Management, LLC22,677$2.02M1.06%+3,78413F-HRTimeline
Tillman Hartley LLC22,584$2.01M0.52%+36813F-HRTimeline
Holcombe Financial, Inc.22,357$1.99M1.39%+98013F-HRTimeline
Gradient Capital Advisors, LLC22,356$1.99M0.53%-72413F-HRTimeline
Seed Wealth Management, Inc.22,141$1.97M1.36%-20013F-HRTimeline
Insight Wealth Partners, LLC22,017$1.96M0.87%+68613F-HRTimeline
Astra Wealth Partners LLC21,816$1.94M1.35%-1213F-HR/ATimeline
Atria Investments, Inc21,728$1.93M0.02%new13F-HRTimeline
SHUFRO ROSE & CO LLC27,668$1.93M0.16%-23013F-HRTimeline
Evanson Asset Management, LLC21,548$1.92M0.11%+1,22813F-HRTimeline
Orion Capital Management LLC21,351$1.9M0.66%+1,42113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,855$1.86M0.03%-35013F-HRTimeline
LexAurum Advisors, LLC20,747$1.85M0.26%-69413F-HRTimeline
Gibson Capital, LLC20,719$1.84M0.34%-1,86513F-HRTimeline
Austin Wealth Management, LLC20,797$1.84M0.29%+1,77313F-HRTimeline
AE Wealth Management LLC20,377$1.81M0.01%+3,07513F-HRTimeline
Avior Wealth Management, LLC20,335$1.81M0.06%-8913F-HRTimeline
Dogwood Wealth Management LLC20,324$1.81M0.82%-1,13113F-HRTimeline
Factor Wealth Management LTD19,935$1.77M0.44%+2,03313F-HRTimeline
Arete Wealth Advisors, LLC19,771$1.76M0.11%+40313F-HRTimeline
PHILADELPHIA TRUST CO19,229$1.71M0.12%-44213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,166$1.71M0.23%+14,16413F-HRTimeline
LRI Investments, LLC19,174$1.71M0.14%-15713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,130$1.71M0.1%+19613F-HRTimelineGroup
Passive Capital Management, LLC.19,137$1.7M0.56%013F-HRTimeline
Sigma Planning Corp18,841$1.68M0.05%+1,82213F-HRTimeline
PFC CAPITAL GROUP, INC.18,533$1.65M0.69%+3,41313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP18,513$1.65M0.23%-1,00113F-HRTimeline
True Vision MN LLC17,946$1.6M0.83%-73813F-HRTimeline
SC&H Financial Advisors, Inc.17,438$1.55M0.25%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,941$1.51M0.03%+6,40813F-HRTimelineGroup
Greenspring Advisors, LLC16,821$1.5M0.26%13F-HRTimeline
WorthPointe, LLC16,732$1.49M0.56%+63013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC16,726$1.49M1.39%-78813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,305$1.45M0.1%+2,43913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,270$1.45M<0.01%+9,32213F-HRTimelineGroup
CoreCap Advisors, LLC16,011$1.43M0.05%+1,00513F-HRTimeline
L.K. Benson & Company, P.C.15,984$1.42M0.77%-18613F-HRTimeline
Baker Ellis Asset Management LLC15,830$1.41M0.17%013F-HRTimeline
Verdence Capital Advisors LLC15,512$1.41M0.08%+40613F-HRTimeline
Northland Capital Management LLC15,702$1.4M0.82%+1413F-HRTimeline
Cornerstone Wealth Management, LLC15,696$1.4M0.08%new13F-HRTimeline
Quantinno Capital Management LP15,673$1.4M<0.01%+12,59813F-HRTimeline
Savvy Advisors, Inc.15,601$1.39M0.06%-81313F-HRTimeline
CVA Family Office, LLC15,492$1.38M0.18%013F-HRTimeline
Alpha Omega Wealth Management LLC15,232$1.36M0.23%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.15,224$1.36M<0.01%+14,30513F-HRTimelineGroup
Accurate Wealth Management, LLC15,269$1.35M0.18%+5,07313F-HRTimeline
Ariadne Wealth Management, LP14,844$1.34M0.6%+17313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,703$1.31M<0.01%-17713F-HRTimeline
Breakwater Capital Group14,626$1.3M0.19%+2,36613F-HRTimeline
Prospera Financial Services Inc14,384$1.28M0.02%+11,64113F-HRTimeline
GC Wealth Management RIA, LLC13,645$1.21M0.04%new13F-HRTimeline
Curtis Advisory Group, LLC13,456$1.2M0.27%+1,33413F-HRTimeline
FMB WEALTH MANAGEMENT13,191$1.17M0.5%013F-HRTimeline
Sunpointe, LLC13,163$1.17M0.42%013F-HRTimeline
Independent Advisor Alliance13,059$1.16M0.03%+30313F-HRTimeline
Financial Engines Advisors L.L.C.12,839$1.14M<0.01%-77413F-HRTimeline
Pacific Asset Management, LLC12,805$1.14M0.77%+41313F-HRTimeline
Hardin Capital Partners, LLC12,711$1.13M0.61%+43913F-HRTimeline
Maia Wealth LLC12,408$1.11M0.19%+3,88213F-HRTimeline
Asset Dedication, LLC12,312$1.1M0.07%-74713F-HRTimeline
Clark Asset Management, LLC11,980$1.07M0.12%+88413F-HRTimeline
Burk Holdings LLC11,925$1.06M0.57%-1713F-HRTimeline
CENTRAL TRUST Co11,575$1.03M0.02%+76413F-HRTimeline
UMB Bank, n.a.11,242$1M0.01%-81513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Certified Advisory Corp11,237$1M0.1%+37713F-HRTimeline
Qube Research & Technologies Ltd10,969$977K<0.01%-4,17513F-HRTimeline
Clark Capital Management Group, Inc.10,554$940K0.01%-9,36413F-HRTimeline
Abacus Planning Group, Inc.10,462$931K0.13%+5513F-HRTimeline
CAP Partners, LLC10,158$904K0.51%+9413F-HRTimeline
Tempus Wealth Planning, LLC10,127$902K0.21%+5,12713F-HRTimeline
Prosperity Consulting Group, LLC10,124$901K0.04%-1,12513F-HRTimeline
LAM GROUP, INC.10,100$899K0.56%-15513F-HRTimeline
Balboa Wealth Partners10,042$894K0.15%new13F-HRTimeline
Trademark Financial Management, LLC9,998$890K0.52%+1,98213F-HRTimeline
Level Financial Advisors9,911$882K0.25%-10713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,812$874K<0.01%+3,01013F-HRTimelineGroup
Integrated Wealth Concepts LLC9,532$849K0.01%+4,06913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,407$838K<0.01%-1,04413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC9,386$836K0.32%+6,69413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,351$833K<0.01%-1,254,92913F-HRTimelineGroup
Maridea Wealth Management LLC9,236$828K0.13%new13F-HRTimeline
Caprock Group, LLC9,618$825K0.02%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$819K0.25%013F-HRTimeline
Global Trust Asset Management, LLC9,189$818K0.37%+3,43413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,177$817K0.54%+78413F-HRTimeline
Camarda Financial Advisors, LLC8,737$778K0.29%-60313F-HRTimeline
Modern Wealth Management, LLC8,682$773K0.02%-2,35113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,654$771K0.24%-18213F-HRTimeline
Exchange Bank8,629$768K0.53%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,546$761K<0.01%-1,21613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,439$751K0.02%+14013F-HRTimelineGroup
Ifrah Financial Services, Inc.8,318$741K0.19%+2713F-HRTimeline
COMERICA BANK8,083$720K<0.01%+1,87013F-HRTimeline
Signal Advisors Wealth, LLC8,039$716K0.06%-1,37813F-HRTimeline
Selective Wealth Management, Inc.7,957$713K0.23%+1,52513F-HRTimeline
SELDON CAPITAL LP8,000$712K0.25%013F-HRTimeline
Steward Partners Investment Advisory, L…7,791$694K<0.01%+3,41513F-HRTimeline
NWAM LLC7,697$685K0.04%-67713F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC7,509$669K0.01%+4,91313F-HRTimeline
Clarity Wealth Development LLC7,423$668K0.6%-26713F-HRTimeline
Ashton Thomas Private Wealth, LLC7,240$645K0.02%new13F-HRTimeline
Goldstein Advisors, LLC7,210$642K0.08%-2213F-HRTimeline
Pacific Sage Partners, LLC7,046$627K0.11%+86013F-HRTimeline
Prosperitas Financial LLC7,013$624K0.26%+49613F-HRTimeline
Visionary Wealth Advisors6,957$619K0.03%new13F-HRTimeline
Ruedi Wealth Management, Inc.6,914$616K0.17%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,824$608K<0.01%+1,73113F-HRTimelineGroup
NCM Capital Management, LLC6,468$576K0.22%+69513F-HRTimeline
Accredited Wealth Management, LLC135,375$573K0.43%+134,76713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,421$572K0.04%013F-HRTimeline
Seaside Wealth Management, Inc.6,372$567K0.17%-65013F-HRTimeline
BRIGHTON JONES LLC6,233$555K0.01%013F-HRTimeline
Bragg Financial Advisors, Inc6,177$550K0.02%+17513F-HRTimeline
CSS LLC/IL6,100$543K0.03%013F-HRTimeline
ENTREWEALTH, LLC6,082$541K0.28%+1,12813F-HRTimeline
Tranquility Partners, LLC5,969$531K0.18%-48413F-HRTimeline
SEEDS INVESTOR LLC5,854$521K0.11%+38013F-HRTimeline
Kelman-Lazarov, Inc.5,602$499K0.07%new13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,447$485K0.29%+7413F-HRTimeline
Balefire, LLC5,431$484K0.1%+49413F-HRTimeline
Parkside Financial Bank & Trust5,213$464K0.04%-813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,095$454K<0.01%+61713F-HRTimeline
Tranquilli Financial Advisor LLC5,049$450K0.27%new13F-HRTimeline
Cambridge Financial Group, LLC5,018$447K0.14%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,949$441K0.05%+52413F-HRTimeline
Palisade Asset Management, LLC4,840$431K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC4,676$416K0.03%013F-HRTimeline
M Wealth Management, LLC4,667$416K0.36%013F-HRTimeline
Empirical Finance, LLC4,651$414K0.02%013F-HRTimeline
Vise Technologies, Inc.4,650$414K0.02%+84713F-HRTimeline
Colonial River Investments, LLC4,629$412K0.15%+1,85313F-HRTimeline
Intelligent Financial Strategies4,271$380K0.19%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,187$373K<0.01%+62113F-HRTimelineGroup
Lutz Financial Services LLC4,174$372K0.03%013F-HRTimeline
FMR LLCin group FMR LLC4,155$370K<0.01%+1,57613F-HRTimelineGroup
TFB Advisors LLC4,044$358K0.1%-513F-HRTimeline
Parallel Advisors, LLC3,992$355K0.01%+1813F-HRTimeline
Liberty Capital Management, Inc.3,989$355K0.07%+99013F-HRTimeline
Life Planning Partners, Inc3,885$346K0.25%013F-HRTimeline
DAVIS R M INC3,846$342K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,809$339K0.07%-4813F-HRTimeline
Jacobi Capital Management LLC3,792$338K0.02%-3713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,784$337K0.05%013F-HRTimeline
JDH Wealth Management, LLC3,734$332K0.24%-48513F-HRTimeline
Financial Symmetry Inc3,720$331K0.15%013F-HRTimeline
Blue Trust, Inc.3,696$329K<0.01%+2613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,685$328K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,675$327K0.03%+3,44013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,659$326K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC3,633$323K0.12%new13F-HRTimeline
Destination Wealth Management3,559$317K0.01%+15813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,504$312K<0.01%-4,57513F-HR/ATimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV3,464$311K0.14%013F-HRTimeline
Atlas Wealth LLC3,486$310K0.1%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,473$309K0.11%-14613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,457$308K<0.01%+54413F-HRTimeline
Nemes Rush Group LLC3,362$299K0.03%-35213F-HRTimeline
GTS SECURITIES LLC3,324$296K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,260$290K<0.01%-2713F-HRTimeline