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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

582 managers (586 13F filers) reported a position in AVDV shares at 2025-12-31, 131,870,185 shares in all. 62 filers opened a position and 28 filers sold out during the quarter.

Managers
582
13F filers
586
New
62
Added
264
Reduced
145
Sold out
28
Shares held by filers
131,870,185

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…51,428$4.83M0.18%-413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…51,351$4.83M0.1%-92613F-HRTimelineGroup
Cypress Point Wealth Management, LLC50,147$4.71M1.03%+4613F-HRTimeline
Laurel Wealth Planning LLC48,565$4.56M2.53%+4,58413F-HRTimeline
Qube Research & Technologies Ltd47,033$4.42M0.01%+36,06413F-HRTimeline
TrustWell Financial Advisors, LLC46,499$4.37M4.22%13F-HRTimeline
KOM Wealth Management Group, LLC46,280$4.35M3.08%+19,32413F-HRTimeline
Ariadne Wealth Management, LP40,409$4.34M1.79%+25,56513F-HRTimeline
OneDigital Investment Advisors LLC46,025$4.32M0.04%-2,18613F-HRTimeline
Tortoise Investment Management, LLC45,545$4.28M0.38%-75813F-HRTimeline
Harbor Group, Inc.45,439$4.27M0.64%+10,50013F-HRTimeline
Haven Private, LLC45,003$4.23M1.85%+10013F-HRTimeline
Federation des caisses Desjardins du Qu…44,824$4.21M0.02%+44213F-HRTimeline
Redhawk Wealth Advisors, Inc.43,371$4.08M0.46%new13F-HRTimeline
Waterfront Wealth Inc.38,897$4M0.76%+1,16113F-HRTimeline
Beacon Pointe Advisors, LLC42,217$3.97M0.03%+3,47913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC40,404$3.8M0.48%+21,23813F-HRTimeline
Prospect Financial Group LLC40,388$3.8M3.53%-19113F-HRTimeline
Cascade Financial Partners, LLC40,226$3.78M0.38%+3,79113F-HRTimeline
Advisory Services Network, LLC39,820$3.74M0.05%+1,80713F-HRTimeline
Bristlecone Value Partners, LLC39,794$3.74M4.32%13F-HRTimeline
IHT Wealth Management, LLC39,748$3.74M0.09%+17313F-HRTimeline
WealthShield Partners, LLC39,457$3.71M0.41%+2,84213F-HRTimeline
Platform Wealth Management, LLC39,289$3.69M0.98%13F-HRTimeline
AIRE ADVISORS, LLC39,167$3.68M0.67%+23513F-HRTimeline
Bright Futures Wealth Management, LLC.38,410$3.61M2.67%-1,39113F-HRTimeline
Foundations Investment Advisors, LLC38,251$3.59M0.05%+38613F-HRTimeline
BWM Planning, LLC37,591$3.53M0.94%+1,86913F-HRTimeline
Index Fund Advisors, Inc.37,275$3.5M0.16%+56413F-HRTimeline
Wealthfront Advisers LLC36,887$3.47M0.01%+3,97013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC36,865$3.46M3.02%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.36,720$3.45M<0.01%+21,49613F-HRTimelineGroup
Continuum Advisory, LLC36,476$3.43M0.34%-2,07113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,572$3.25M0.08%+1,88313F-HRTimelineGroup
Trailhead Planners LLC34,482$3.24M3.18%13F-HRTimeline
SHUFRO ROSE & CO LLC33,706$3.17M0.21%+6,03813F-HRTimeline
Quantinno Capital Management LP33,660$3.16M0.01%+17,98713F-HRTimeline
E-Wealth Partners, LLC33,380$3.14M2.63%13F-HRTimeline
Lauterbach Financial Advisors, LLC32,986$3.1M1.52%+54613F-HRTimeline
RCS Financial Planning, LLC32,826$3.08M1.33%-27213F-HRTimeline
Smartleaf Asset Management LLC32,620$3.08M0.12%+32,13413F-HRTimeline
EARNED WEALTH ADVISORS, LLC32,678$3.07M0.22%-4,83513F-HR/ATimeline
McLean Asset Management Corp30,733$3.02M0.54%-1,45413F-HRTimeline
DeLarme Wealth Management, Inc.31,516$2.96M2.1%13F-HRTimeline
Bleakley Financial Group, LLC31,316$2.94M0.05%new13F-HRTimeline
AllGen Financial Advisors, Inc.31,260$2.94M0.7%+1,68913F-HRTimeline
Equita Financial Network, Inc.31,150$2.93M0.88%+9513F-HRTimeline
Capstone Wealth Management, LLC31,133$2.93M2.13%+34813F-HRTimeline
Arcadia Wealth Management, Inc.30,709$2.89M1.66%+56013F-HRTimeline
COURIER CAPITAL LLC30,690$2.88M0.16%+8613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,575$2.87M0.71%-29,25713F-HRTimeline
Capasso Planning Partners LLC30,552$2.87M1.58%+1,96413F-HRTimeline
Sensenig Capital Advisors, Inc29,127$2.74M2.78%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,185$2.65M0.04%+84313F-HRTimelineGroup
Belleair Asset Management, LLC27,885$2.62M2.49%13F-HRTimeline
Cloud Capital Management, LLC27,697$2.6M1.23%+5,02013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP27,530$2.59M0.03%-2,32913F-HRTimelineGroup
Factor Wealth Management LTD27,524$2.59M0.56%+7,58913F-HRTimeline
Seed Wealth Management, Inc.27,251$2.56M1.77%+5,11013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,979$2.54M0.15%+56113F-HRTimeline
Private Advisor Group, LLC26,827$2.52M0.01%-10,80313F-HRTimeline
EP Wealth Advisors, LLC26,134$2.46M0.01%13F-HRTimeline
Frankly Finances, LLC25,883$2.43M2.31%13F-HR/ATimeline
McCartney Wealth Management LLC25,634$2.41M2.08%13F-HRTimeline
AE Wealth Management LLC24,750$2.33M0.01%+4,37313F-HRTimeline
Parkwoods Wealth Partners, LLC24,649$2.32M0.68%-74213F-HRTimeline
Torren Management, LLC24,620$2.31M1.18%13F-HRTimeline
WorthPointe, LLC24,112$2.27M0.6%+7,38013F-HRTimeline
Savvy Advisors, Inc.23,120$2.17M0.07%+7,51913F-HRTimeline
Tillman Hartley LLC22,994$2.16M0.54%+41013F-HRTimeline
Austin Wealth Management, LLC22,372$2.16M0.32%+1,57513F-HRTimeline
Vistica Wealth Advisors, LLC22,921$2.15M2.14%13F-HRTimeline
IAG Wealth Partners, LLC22,870$2.15M0.25%-46913F-HRTimeline
Navigoe, LLC22,758$2.14M1.32%-35013F-HRTimeline
Orion Capital Management LLC22,521$2.12M0.71%+1,17013F-HRTimeline
Indivisible Partners22,318$2.1M0.23%13F-HRTimeline
Insight Wealth Partners, LLC22,053$2.07M0.86%+3613F-HRTimeline
Gradient Capital Advisors, LLC21,975$2.06M0.53%-38113F-HRTimeline
Astra Wealth Partners LLC21,795$2.05M1.25%-2113F-HRTimeline
Hudson Oak Wealth Advisory LLC21,702$2.04M1.8%13F-HRTimeline
Paragon Advisors, LLC21,477$2.02M0.55%-20,86513F-HRTimeline
Alpha Omega Wealth Management LLC21,367$2.01M0.33%+6,13513F-HRTimeline
55 North Private Wealth, LLC21,036$1.98M0.52%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …20,106$1.96M0.09%+97613F-HRTimelineGroup
Gibson Capital, LLC20,736$1.95M0.36%+1713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,731$1.95M0.03%-12413F-HRTimeline
Avior Wealth Management, LLC20,346$1.91M0.06%+1113F-HRTimeline
Pursuit Wealth Management LLC20,276$1.91M1.64%13F-HRTimeline
PFC CAPITAL GROUP, INC.20,280$1.91M0.79%+1,74713F-HRTimeline
Cornerstone Wealth Management, LLC19,966$1.88M0.1%+4,27013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,857$1.87M0.04%+2,91613F-HRTimelineGroup
Accurate Wealth Management, LLC19,089$1.86M0.24%+3,82013F-HRTimeline
Arete Wealth Advisors, LLC19,726$1.85M0.13%-4513F-HR/ATimeline
Evanson Asset Management, LLC19,585$1.84M0.1%-1,96313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP19,528$1.84M0.25%+1,01513F-HRTimeline
CoreCap Advisors, LLC19,447$1.83M0.06%+3,43613F-HRTimeline
Networth Advisors, LLC19,366$1.82M1.34%13F-HRTimeline
Holcombe Financial, Inc.19,364$1.82M1.14%-2,99313F-HRTimeline
Passive Capital Management, LLC.19,338$1.82M0.57%+20113F-HRTimeline
Sigma Planning Corp19,220$1.81M0.05%+37913F-HRTimeline
LRI Investments, LLC19,174$1.8M0.15%013F-HRTimeline
COGENT STRATEGIC WEALTH LLC17,540$1.79M1.95%13F-HRTimeline
PHILADELPHIA TRUST CO18,977$1.78M0.12%-25213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,861$1.77M+2,556Timeline
Dogwood Wealth Management LLC18,846$1.77M0.78%-1,47813F-HRTimeline
True Vision MN LLC18,589$1.75M0.89%+64313F-HRTimeline
Altar Rock LLC18,582$1.75M2.09%13F-HRTimeline
Financial Plan, Inc.18,055$1.7M0.19%13F-HRTimeline
Global Trust Wealth Management LLC17,636$1.66M1.23%13F-HRTimeline
Atria Investments, Inc17,610$1.65M0.02%-4,11813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,416$1.64M<0.01%+13,91213F-HRTimelineGroup
SC&H Financial Advisors, Inc.17,386$1.63M0.25%-5213F-HRTimeline
LAM GROUP, INC.16,605$1.56M0.89%+6,50513F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.16,485$1.55M1.44%13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC15,851$1.49M1.39%-87513F-HRTimeline
Baker Ellis Asset Management LLC15,830$1.49M0.18%013F-HRTimeline
L.K. Benson & Company, P.C.15,637$1.47M0.74%-34713F-HRTimeline
Verdence Capital Advisors LLC15,514$1.46M0.09%+213F-HRTimeline
Maia Wealth LLC13,541$1.45M0.25%+1,13313F-HRTimeline
Northland Capital Management LLC15,301$1.44M0.81%-40113F-HRTimeline
Lifetime Wealth Management P.C.15,188$1.43M0.9%13F-HR/ATimeline
CVA Family Office, LLC14,754$1.39M0.16%-73813F-HRTimeline
Breakwater Capital Group14,528$1.37M0.19%-9813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,521$1.36M0.02%+7,01213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS14,410$1.35M<0.01%-29313F-HRTimeline
Pacific Asset Management, LLC14,234$1.34M0.8%+1,42913F-HRTimeline
Verdad Advisers, LP14,000$1.32M1.51%13F-HRTimeline
GC Wealth Management RIA, LLC13,645$1.28M0.05%013F-HRTimeline
Curtis Advisory Group, LLC13,492$1.27M0.27%+3613F-HRTimeline
Sunpointe, LLC13,163$1.24M0.41%013F-HRTimeline
Trademark Financial Management, LLC12,970$1.22M0.67%+2,97213F-HRTimeline
FMB WEALTH MANAGEMENT12,858$1.21M0.48%-33313F-HRTimeline
Hardin Capital Partners, LLC12,737$1.2M0.57%+2613F-HRTimeline
Financial Engines Advisors L.L.C.12,635$1.19M<0.01%-20413F-HRTimeline
Powerhouse Assets LLC12,586$1.18M1.04%13F-HRTimeline
Balboa Wealth Partners12,359$1.16M0.19%+2,31713F-HRTimeline
Independent Advisor Alliance12,281$1.15M0.03%-77813F-HRTimeline
Aspirean Wealth, LLC12,124$1.14M1.24%13F-HRTimeline
Maridea Wealth Management LLC12,025$1.13M0.17%+2,78913F-HRTimeline
Clark Asset Management, LLC11,971$1.12M0.12%-913F-HRTimeline
EJMK Ventures LLC11,896$1.12M0.69%13F-HRTimeline
Certified Advisory Corp11,844$1.11M0.1%+60713F-HRTimeline
Asset Dedication, LLC11,717$1.1M0.07%-59513F-HRTimeline
Burk Holdings LLC11,649$1.09M0.52%-27613F-HRTimeline
CENTRAL TRUST Co11,575$1.09M0.02%013F-HRTimeline
UMB Bank, n.a.11,408$1.07M0.01%+16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bauman Advisory Group, LLC10,990$1.03M0.83%13F-HRTimeline
Abacus Planning Group, Inc.10,739$1.01M0.13%+27713F-HRTimeline
MGO ONE SEVEN LLC10,569$993K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC10,528$989K0.36%+1,14213F-HRTimeline
Clark Capital Management Group, Inc.10,330$971K0.01%-22413F-HRTimeline
Level Financial Advisors10,204$959K0.25%+29313F-HRTimeline
Caprock Group, LLC10,153$954K0.02%+53513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,115$951K<0.01%+70813F-HR/ATimelineGroup
CAP Partners, LLC10,040$943K0.53%-11813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,008$940K0.59%+83113F-HRTimeline
Liberty Capital Management, Inc.10,004$940K0.18%+6,01513F-HRTimeline
Prosperity Consulting Group, LLC9,890$929K0.04%-23413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,641$906K<0.01%-17113F-HRTimelineGroup
&PARTNERS9,413$885K<0.01%+6,31613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$865K0.25%013F-HRTimeline
Visionary Wealth Advisors8,970$843K0.04%+2,01313F-HRTimeline
Modern Wealth Management, LLC8,634$811K0.01%-4813F-HRTimeline
Exchange Bank8,629$811K0.56%013F-HRTimeline
COMERICA BANK8,609$809K<0.01%+52613F-HRTimeline
Legacies Wealth LLC8,470$796K0.45%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,436$793K0.02%-313F-HR/ATimelineGroup
Pacific Sage Partners, LLC8,414$791K0.13%+1,36813F-HRTimeline
Nvest Wealth Strategies, Inc.8,384$788K0.58%13F-HRTimeline
Selective Wealth Management, Inc.7,947$782K0.24%-1013F-HRTimeline
CSS LLC/IL8,320$782K0.04%+2,22013F-HRTimeline
Vise Technologies, Inc.8,279$778K0.02%+3,62913F-HRTimeline
Steward Partners Investment Advisory, L…8,271$777K<0.01%+48013F-HRTimeline
Signal Advisors Wealth, LLC8,225$773K0.06%+18613F-HRTimeline
Ifrah Financial Services, Inc.8,114$763K0.2%-20413F-HRTimeline
Kane Co Wealth Management, Inc.8,109$762K0.67%13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,028$754K0.02%+78813F-HRTimeline
SELDON CAPITAL LP8,000$752K0.26%013F-HRTimeline
Camarda Financial Advisors, LLC7,919$744K0.28%-81813F-HRTimeline
Kelman-Lazarov, Inc.7,748$728K0.1%+2,14613F-HRTimeline
NWAM LLC7,697$724K0.04%013F-HRTimeline
Prosperitas Financial LLC7,476$703K0.27%+46313F-HRTimeline
ENTREWEALTH, LLC6,645$690K0.31%+56313F-HRTimeline
Cogent Private Wealth, Inc.7,314$687K0.52%13F-HRTimeline
Clarity Wealth Development LLC7,267$683K0.58%-15613F-HRTimeline
Goldstein Advisors, LLC7,210$678K0.08%013F-HRTimeline
NCM Capital Management, LLC7,184$675K0.25%+71613F-HRTimeline
Balefire, LLC7,136$671K0.13%+1,70513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,123$669K<0.01%+29913F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC7,073$665K0.13%new13F-HRTimeline
SVRN Asset Management, LLC6,930$651K0.54%13F-HRTimeline
Ruedi Wealth Management, Inc.6,914$650K0.17%013F-HRTimeline
Sankala Group LLC5,860$645K0.52%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,857$644K<0.01%-1,68913F-HRTimelineGroup
Empirical Finance, LLC6,643$640K0.03%+1,99213F-HRTimeline
Signature Equity Partners, LLC6,708$630K0.35%13F-HRTimeline
Triton Wealth Management, PLLC6,080$619K0.23%new13F-HRTimeline
INTEGRATED WEALTHCARE, LLC6,568$617K0.52%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,561$617K<0.01%+4,10913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,462$607K0.03%+4113F-HRTimeline