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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

653 managers (659 13F filers) reported a position in AVDV shares at 2026-03-31, 138,552,503 shares in all. 93 filers opened a position and 19 filers sold out during the quarter.

Managers
653
13F filers
659
New
93
Added
301
Reduced
184
Sold out
19
Shares held by filers
138,552,503

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Golden Bell Financial Planning LLC59,797$5.97M4.76%-1,91713F-HRTimeline
Greenspring Advisors, LLC59,457$5.94M0.36%-1,23813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…59,417$5.93M0.12%+8,06613F-HRTimelineGroup
Kings Path Partners LLC59,372$5.93M2.04%-1,90913F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC59,056$5.9M0.47%+4513F-HRTimeline
Avant Financial Advisors LLC58,739$5.87M4.12%+1,54113F-HRTimeline
Chicago Partners Investment Group LLC55,610$5.86M0.13%-14213F-HRTimeline
Oath Planning, LLC55,417$5.53M4.92%+3,39213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55,388$5.53M0.17%+3,96013F-HR/ATimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC54,917$5.48M3.7%+1,34113F-HRTimeline
KOM Wealth Management Group, LLC54,628$5.46M3.72%+8,34813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC53,726$5.37M0.66%+13,32213F-HRTimeline
Prism Planning Partners LLC53,637$5.36M6.34%+1,29813F-HRTimeline
Leibman Financial Services, Inc.53,530$5.35M3.92%-5,56613F-HRTimeline
Stone Summit Wealth LLC52,915$5.28M1.47%-1,15113F-HRTimeline
Summit Financial, LLC52,432$5.24M0.07%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,352$5.23M0.59%+15913F-HRTimeline
Versant Capital Management, Inc52,056$5.2M0.51%-59813F-HRTimeline
Cypress Point Wealth Management, LLC50,862$5.08M1.09%+71513F-HRTimeline
OLD MISSION CAPITAL LLC49,985$4.99M0.12%new13F-HRTimeline
Davidson Kahn Capital Management, LLC48,187$4.89M2.61%new13F-HRTimeline
Laurel Wealth Planning LLC48,749$4.87M2.57%+18413F-HRTimeline
Alpha Omega Wealth Management LLC48,699$4.86M0.79%+27,33213F-HRTimeline
Stokes Family Office, LLC48,159$4.81M0.5%-15,26713F-HRTimeline
OneDigital Investment Advisors LLC47,416$4.73M0.05%+1,39113F-HRTimeline
Tortoise Investment Management, LLC47,375$4.73M0.39%+1,83013F-HRTimeline
Beacon Pointe Advisors, LLC47,176$4.71M0.02%+4,95913F-HRTimeline
Stegent Equity Advisors, Inc.46,897$4.68M3.99%-13,69613F-HRTimeline
Cascade Financial Partners, LLC46,002$4.59M0.47%+5,77613F-HRTimeline
Haven Private, LLC45,938$4.59M2%+93513F-HRTimeline
Bauman Advisory Group, LLC45,869$4.58M3.21%+34,87913F-HRTimeline
TrustWell Financial Advisors, LLC45,698$4.56M4.29%-80113F-HRTimeline
Federation des caisses Desjardins du Qu…44,997$4.49M0.02%+17313F-HRTimeline
Quantinno Capital Management LP44,543$4.45M0.01%+10,88313F-HRTimeline
Advisory Services Network, LLC44,082$4.4M0.06%+4,26213F-HRTimeline
Wealthfront Advisers LLC43,973$4.39M0.01%+7,08613F-HRTimeline
Asset One Wealth Management LLC41,621$4.36M0.48%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,609$4.25M0.05%new13F-HRTimelineGroup
Bristlecone Value Partners, LLC41,509$4.15M3.65%+1,71513F-HRTimeline
WealthShield Partners, LLC41,235$4.12M0.46%+1,77813F-HRTimeline
Ariadne Wealth Management, LP41,144$4.11M1.84%+73513F-HRTimeline
Prospera Financial Services Inc40,742$4.07M0.07%+35,21913F-HRTimeline
Prospect Financial Group LLC39,966$3.99M3.68%-42213F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC39,343$3.93M3.7%+2,47813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,184$3.91M0.09%+4,61213F-HRTimelineGroup
AIRE ADVISORS, LLC38,948$3.89M0.71%-21913F-HRTimeline
Systelligence, LLC38,359$3.83M0.74%new13F-HRTimeline
Waterfront Wealth Inc.37,920$3.79M0.7%-97713F-HRTimeline
Cloud Capital Management, LLC37,607$3.75M1.64%+9,91013F-HRTimeline
Index Fund Advisors, Inc.37,433$3.74M0.17%+15813F-HRTimeline
Continuum Advisory, LLC36,167$3.61M0.35%-30913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36,088$3.6M0.05%+7,90313F-HRTimelineGroup
DeLarme Wealth Management, Inc.35,965$3.59M2.31%+4,44913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding35,213$3.52M+16,352Timeline
E-Wealth Partners, LLC34,150$3.41M2.76%+77013F-HRTimeline
SHUFRO ROSE & CO LLC33,868$3.38M0.23%+16213F-HRTimeline
BWM Planning, LLC33,867$3.38M0.89%-3,72413F-HRTimeline
Redhawk Wealth Advisors, Inc.33,823$3.38M0.37%-9,54813F-HRTimeline
Lauterbach Financial Advisors, LLC33,689$3.36M1.64%+70313F-HRTimeline
Trailhead Planners LLC33,653$3.36M3.23%-82913F-HRTimeline
WorthPointe, LLC33,094$3.3M0.9%+8,98213F-HRTimeline
Capstone Wealth Management, LLC32,657$3.26M2.27%+1,52413F-HRTimeline
Bright Futures Wealth Management, LLC.32,559$3.25M2.23%-5,85113F-HRTimeline
Arcadia Wealth Management, Inc.32,454$3.24M1.75%+1,74513F-HRTimeline
EARNED WEALTH ADVISORS, LLC32,023$3.2M0.21%-65513F-HRTimeline
AllGen Financial Advisors, Inc.31,772$3.17M0.75%+51213F-HRTimeline
Capasso Planning Partners LLC31,498$3.15M1.7%+94613F-HRTimeline
Legacy Wealth Management, LLC / MS31,426$3.14M0.89%new13F-HRTimeline
Smartleaf Asset Management LLC32,366$3.13M0.11%-25413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,473$3.04M0.74%-10213F-HRTimeline
McLean Asset Management Corp30,009$3M0.52%-72413F-HRTimeline
RCS Financial Planning, LLC29,960$2.99M1.55%-2,86613F-HRTimeline
COURIER CAPITAL LLC29,844$2.98M0.17%-84613F-HR/ATimeline
Accurate Wealth Management, LLC27,982$2.95M0.36%+8,89313F-HRTimeline
Belleair Asset Management, LLC29,520$2.95M2.69%+1,63513F-HRTimeline
Equita Financial Network, Inc.29,070$2.9M0.91%-2,08013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC27,609$2.9M0.16%+63013F-HR/ATimeline
Sanchez Levi Garrett29,013$2.9M1.82%13F-HRTimeline
Savvy Advisors, Inc.28,463$2.84M0.08%+5,34313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,421$2.84M<0.01%+12,00513F-HR/ATimelineGroup
Evanson Asset Management, LLC27,675$2.76M0.15%+8,09013F-HRTimeline
Seed Wealth Management, Inc.27,486$2.74M1.89%+23513F-HRTimeline
AE Wealth Management LLC26,924$2.69M0.01%+2,17413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …25,815$2.68M0.05%+5,70913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP26,779$2.67M0.04%-75113F-HRTimelineGroup
Tillman Hartley LLC26,693$2.67M0.67%+3,69913F-HRTimeline
COGENT STRATEGIC WEALTH LLC26,548$2.65M2.72%+9,00813F-HRTimeline
Sensenig Capital Advisors, Inc26,400$2.64M2.7%-2,72713F-HRTimeline
Frankly Finances, LLC25,578$2.55M2.31%-30513F-HRTimeline
Orion Capital Management LLC25,312$2.53M0.87%+2,79113F-HRTimeline
McCartney Wealth Management LLC25,101$2.51M2.11%-53313F-HRTimeline
Janney Montgomery Scott LLC24,864$2.48M0.01%+19,93113F-HRTimeline
LexAurum Advisors, LLC24,823$2.48M0.32%13F-HRTimeline
EJMK Ventures LLC24,738$2.47M1.38%+12,84213F-HRTimeline
Triton Wealth Management, PLLC23,928$2.45M0.91%+17,84813F-HRTimeline
Parkwoods Wealth Partners, LLC24,062$2.4M0.59%-58713F-HRTimeline
IAG Wealth Partners, LLC22,666$2.26M0.25%-20413F-HRTimeline
Indivisible Partners22,509$2.25M0.2%+19113F-HRTimeline
Holcombe Financial, Inc.22,321$2.23M1.31%+2,95713F-HRTimeline
Insight Wealth Partners, LLC22,271$2.22M0.9%+21813F-HRTimeline
Navigoe, LLC22,052$2.2M1.3%-70613F-HRTimeline
Hudson Oak Wealth Advisory LLC22,030$2.2M1.91%+32813F-HRTimeline
Towerpoint Wealth, LLC22,029$2.2M0.89%new13F-HRTimeline
Balboa Wealth Partners22,014$2.2M0.37%+9,65513F-HRTimeline
Astra Wealth Partners LLC21,579$2.15M1.36%-21613F-HRTimeline
Gradient Capital Advisors, LLC21,489$2.15M0.56%-48613F-HRTimeline
Vistica Wealth Advisors, LLC21,345$2.13M2.12%-1,57613F-HRTimeline
PFC CAPITAL GROUP, INC.21,018$2.1M0.92%+73813F-HRTimeline
Green Ridge Wealth Planning LLC20,926$2.09M1.1%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,865$2.08M0.03%+13413F-HRTimeline
Torren Management, LLC20,856$2.08M1.04%-3,76413F-HRTimeline
LAM GROUP, INC.20,780$2.08M1.14%+4,17513F-HRTimeline
SEEDS INVESTOR LLC19,299$2.07M0.28%+14,03513F-HRTimeline
Private Advisor Group, LLC20,483$2.05M0.01%-6,34413F-HRTimeline
55 North Private Wealth, LLC20,482$2.05M0.52%-55413F-HRTimeline
Networth Advisors, LLC19,830$1.98M1.4%+46413F-HRTimeline
Arete Wealth Advisors, LLC19,779$1.97M0.15%+5313F-HR/ATimeline
CoreCap Advisors, LLC19,699$1.97M0.07%+25213F-HRTimeline
Cornerstone Wealth Management, LLC19,454$1.94M0.1%-51213F-HRTimeline
Global Trust Wealth Management LLC19,387$1.94M1.46%+1,75113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…19,370$1.93M0.46%new13F-HRTimeline
Passive Capital Management, LLC.19,265$1.92M0.57%-7313F-HRTimeline
Paragon Advisors, LLC19,235$1.92M0.52%-2,24213F-HRTimeline
Clark Asset Management, LLC19,134$1.91M0.18%+7,16313F-HRTimeline
LRI Investments, LLC19,032$1.9M0.17%-14213F-HRTimeline
PHILADELPHIA TRUST CO18,923$1.89M0.13%-5413F-HRTimeline
Altar Rock LLC18,839$1.88M2.21%+25713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP18,774$1.87M0.26%-75413F-HRTimeline
Sigma Planning Corp18,683$1.87M0.05%-53713F-HRTimeline
Financial Plan, Inc.18,655$1.86M0.2%+60013F-HRTimeline
Dogwood Wealth Management LLC18,194$1.82M0.79%-65213F-HRTimeline
True Vision MN LLC17,459$1.74M0.9%-1,13013F-HRTimeline
SC&H Financial Advisors, Inc.17,390$1.74M0.26%+413F-HRTimeline
Gibson Capital, LLC17,001$1.7M0.32%-3,73513F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.17,365$1.68M1.47%+88013F-HRTimeline
Breakwater Capital Group16,463$1.64M0.22%+1,93513F-HRTimeline
NWAM LLC16,228$1.62M0.09%+8,53113F-HRTimeline
Northland Capital Management LLC16,199$1.62M0.88%+89813F-HRTimeline
Pacific Asset Management, LLC16,030$1.6M0.89%+1,79613F-HRTimeline
Lifetime Wealth Management P.C.16,025$1.6M0.91%+83713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,950$1.59M<0.01%new13F-HRTimelineGroup
Baker Ellis Asset Management LLC15,830$1.58M0.19%013F-HRTimeline
Verdence Capital Advisors LLC15,700$1.57M0.09%+18613F-HRTimeline
Austin Wealth Management, LLC15,394$1.57M0.36%-6,97813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,615$1.56M<0.01%+1,20513F-HRTimeline
IMG Wealth Management, Inc.15,594$1.56M0.99%new13F-HRTimeline
L.K. Benson & Company, P.C.15,508$1.55M0.51%-12913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC15,402$1.54M1.43%-44913F-HRTimeline
Berkeley, Inc15,348$1.53M0.51%new13F-HRTimeline
VectorGlobal IAG, Inc.15,033$1.5M0.39%13F-HRTimeline
CVA Family Office, LLC15,019$1.5M0.16%+26513F-HRTimeline
Independent Advisor Alliance14,889$1.49M0.02%+2,60813F-HRTimeline
Belpointe Asset Management LLC14,710$1.47M0.05%new13F-HRTimeline
&PARTNERS14,664$1.46M0.01%+5,25113F-HRTimeline
UMB Bank, n.a.14,529$1.45M0.02%+3,12113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC14,311$1.43M0.24%new13F-HRTimeline
Aspirean Wealth, LLC14,287$1.43M1.55%+2,16313F-HRTimeline
Maridea Wealth Management LLC14,113$1.41M0.21%+2,08813F-HRTimeline
Trademark Financial Management, LLC13,985$1.4M0.68%+1,01513F-HRTimeline
Powerhouse Assets LLC13,804$1.38M1.2%+1,21813F-HRTimeline
GC Wealth Management RIA, LLC13,645$1.36M0.06%013F-HRTimeline
Tanglewood Wealth Management, Inc.13,602$1.36M0.11%new13F-HRTimeline
Maia Wealth LLC13,601$1.36M0.23%+6013F-HRTimeline
Clark Capital Management Group, Inc.13,592$1.36M0.01%+3,26213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC13,585$1.36M0.49%new13F-HRTimeline
Curtis Advisory Group, LLC13,260$1.32M0.29%-23213F-HRTimeline
Certified Advisory Corp13,226$1.32M0.12%+1,38213F-HRTimeline
Sunpointe, LLC13,163$1.31M0.43%013F-HRTimeline
Hardin Capital Partners, LLC12,882$1.29M0.6%+14513F-HRTimeline
FMB WEALTH MANAGEMENT12,858$1.28M0.53%013F-HRTimeline
Financial Engines Advisors L.L.C.12,642$1.26M<0.01%+713F-HRTimeline
Total Clarity Wealth Management, Inc.12,346$1.23M0.29%+7,70813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,180$1.22M0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,931$1.19M<0.01%+1,81613F-HRTimelineGroup
Burk Holdings LLC11,855$1.18M0.51%+20613F-HRTimeline
TABLEAUX LLC11,766$1.17M0.57%new13F-HRTimeline
Fortis Capital Advisors, LLC11,643$1.16M0.15%new13F-HRTimeline
CENTRAL TRUST Co11,575$1.16M0.02%013F-HRTimeline
FMR LLCin group FMR LLC11,239$1.12M<0.01%+5,47513F-HRTimelineGroup
Abacus Planning Group, Inc.11,130$1.11M0.15%+39113F-HRTimeline
Steward Partners Investment Advisory, L…11,117$1.11M0.01%+2,84613F-HRTimeline
Asset Dedication, LLC11,116$1.11M0.08%-60113F-HRTimeline
E&G Advisors, LLC11,023$1.1M0.25%new13F-HRTimeline
MIDDLETON & CO INC/MA10,982$1.1M0.13%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC10,873$1.09M0.39%+34513F-HRTimeline
MGO ONE SEVEN LLC10,827$1.08M0.02%+25813F-HRTimeline
Nvest Wealth Strategies, Inc.10,620$1.06M0.75%+2,23613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,171$1.02M0.02%+6,48613F-HRTimelineGroup
Caprock Group, LLC10,153$1.01M0.02%013F-HRTimeline
Level Financial Advisors9,931$992K0.25%-27313F-HRTimeline
Ashton Thomas Private Wealth, LLC9,871$986K0.02%+1,84313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,771$976K0.6%-23713F-HRTimeline
Prosperity Consulting Group, LLC9,727$971K0.04%-16313F-HRTimeline
SVRN Asset Management, LLC9,726$971K0.94%+2,79613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,641$963K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp9,475$946K0.04%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,066$946K0.01%+2,94313F-HRTimelineGroup
CAP Partners, LLC9,325$931K0.53%-71513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,200$919K0.26%013F-HRTimeline
Integrated Wealth Concepts LLC8,985$897K0.01%+2,63313F-HRTimeline