Skip to content

AVDV AMERICAN CENTY ETF TR

Follow

SHS (fund)

707 managers (715 13F filers) reported a position in AVDV shares at 2026-06-30, 147,032,963 shares in all. 88 filers opened a position and 32 filers sold out during the quarter.

Managers
707
13F filers
715
New
88
Added
350
Reduced
174
Sold out
32
Shares held by filers
147,032,963

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Asset Dedication, LLC10,837$1.12M0.07%-27913F-HRTimeline
Belpointe Asset Management LLC10,800$1.11M0.04%-3,91013F-HRTimeline
Joseph P. Lucia & Associates, LLC10,607$1.09M0.33%-26613F-HRTimeline
Private Advisor Group, LLC10,125$1.04M<0.01%-10,35813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,092$1.04M<0.01%+45113F-HRTimelineGroup
Level Financial Advisors10,032$1.03M0.23%+10113F-HRTimeline
Eldridge Investment Advisors, Inc.10,000$1.03M0.2%new13F-HRTimeline
Signature Equity Partners, LLC9,892$1.02M0.47%+99713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,748$1M0.54%-2313F-HRTimeline
Prosperity Consulting Group, LLC9,727$1M0.04%013F-HRTimeline
Sankala Group LLC8,924$981K0.65%+2,69513F-HRTimeline
Liberty Capital Management, Inc.9,486$978K0.17%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,475$976K0.04%013F-HRTimelineGroup
MAI Capital Management9,447$974K<0.01%+4,65613F-HRTimeline
Integrated Wealth Concepts LLC9,293$958K0.01%+30813F-HR/ATimeline
CENTRAL TRUST Co9,190$947K0.02%-2,38513F-HRTimeline
SVRN Asset Management, LLC9,049$932K0.48%-67713F-HRTimeline
Pacific Sage Partners, LLC9,006$928K0.13%+57613F-HRTimeline
NCM Capital Management, LLC9,005$928K0.29%+92613F-HRTimeline
Nemes Rush Group LLC8,905$918K0.08%+1,35513F-HRTimeline
Balefire, LLC8,849$912K0.15%+1,74413F-HRTimeline
Fortis Capital Advisors, LLC8,798$907K0.1%-2,84513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,728$899K0.06%new13F-HRTimeline
Goldstein Advisors, LLC8,706$897K0.08%+1,49613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,558$882K0.02%+11213F-HRTimelineGroup
Integrity Wealth Solutions LLC8,483$874K0.32%+2,36013F-HRTimeline
United Advisor Group, LLC8,435$869K0.09%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.8,435$869K0.01%+2,98813F-HRTimeline
Canvas Wealth Advisors, LLC8,430$869K0.12%+72913F-HRTimeline
Exchange Bank8,379$863K0.54%+97013F-HRTimeline
Clark Capital Management Group, Inc.8,368$862K<0.01%-5,22413F-HRTimeline
Kelman-Lazarov, Inc.8,284$854K0.11%-39013F-HRTimeline
Caprock Group, LLC8,241$849K0.02%-1,91213F-HRTimeline
Atomic Invest LLC8,206$847K0.07%+6,41113F-HRTimeline
Selective Wealth Management, Inc.8,191$840K0.22%-14613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,121$837K0.15%+30113F-HRTimeline
Kane Co Wealth Management, Inc.8,103$835K0.63%-3013F-HRTimeline
SELDON CAPITAL LP8,000$824K0.26%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,987$823K<0.01%+2,53313F-HR/ATimeline
W.H. Cornerstone Investments Inc.7,956$820K0.46%+2,88913F-HRTimeline
ENTREWEALTH, LLC7,571$819K0.3%+71613F-HRTimeline
Ifrah Financial Services, Inc.7,926$817K0.2%+513F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,917$816K<0.01%new13F-HRTimeline
Prosperitas Financial LLC7,772$801K0.26%+4713F-HRTimeline
SIMPLEX TRADING, LLC7,715$795K0.02%+2,12013F-HRTimeline
Visionary Wealth Advisors7,700$793K0.03%-32113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,695$793K0.19%new13F-HRTimeline
Camarda Financial Advisors, LLC7,673$791K0.24%+13213F-HRTimeline
Signal Advisors Wealth, LLC7,608$784K0.04%-5013F-HRTimeline
Bragg Financial Advisors, Inc7,474$770K0.02%+76713F-HRTimeline
Cogent Private Wealth, Inc.7,446$767K0.48%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,417$764K0.02%new13F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC7,149$737K0.06%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,116$733K<0.01%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,066$728K0.18%+85913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,024$724K<0.01%+1,06813F-HRTimelineGroup
Ruedi Wealth Management, Inc.6,914$712K0.17%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,903$711K<0.01%+1,87913F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC6,853$706K0.18%-2,34713F-HRTimeline
BRIGHTON JONES LLC6,668$687K0.01%+43913F-HRTimeline
Tranquilli Financial Advisor LLC6,622$682K0.37%+2,10613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,570$677K0.03%+1913F-HRTimeline
INTEGRATED WEALTHCARE, LLC6,567$677K0.51%-213F-HRTimeline
Cypress Wealth Services, LLC6,547$675K0.08%+4,11713F-HRTimeline
Haverford Financial Services, Inc.6,297$649K0.19%013F-HRTimeline
Tranquility Partners, LLC6,248$644K0.22%+21813F-HRTimeline
PFG Advisors6,204$639K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,197$639K<0.01%-38313F-HRTimeline
M Wealth Management, LLC6,152$634K0.5%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,080$627K<0.01%013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.6,044$623K0.06%+82513F-HRTimeline
Kingsview Wealth Management, LLC6,008$619K0.01%+2,64113F-HRTimeline
Nova R Wealth, Inc.5,859$604K0.18%+3,54313F-HRTimeline
Modern Wealth Management, LLC5,850$603K0.01%-16913F-HRTimeline
MCF Advisors LLC5,672$585K0.02%-3113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD5,615$579K0.08%+813F-HRTimeline
Fisher Asset Management, LLC5,607$578K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,265$543K<0.01%+92313F-HRTimelineGroup
Global Retirement Partners, LLC5,252$541K0.01%13F-HRTimeline
Seaside Wealth Management, Inc.5,235$539K0.13%-23413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,225$538K0.01%-22913F-HR/ATimeline
GUYASUTA INVESTMENT ADVISORS INC5,195$535K0.03%013F-HRTimeline
Lutz Financial Services LLC5,170$533K0.03%+5013F-HRTimeline
TBH Global Asset Management, LLC5,028$518K0.09%-3,20013F-HRTimeline
Cambridge Financial Group, LLC5,018$517K0.16%013F-HRTimeline
Parkside Financial Bank & Trust4,882$503K0.03%-213F-HRTimeline
Palisade Asset Management, LLC4,840$499K0.05%013F-HRTimeline
SFM, LLC4,708$485K0.25%new13F-HRTimeline
Rockwood Wealth Management, LLC4,676$482K0.03%013F-HRTimeline
Empirical Finance, LLC4,651$479K0.02%013F-HRTimeline
Echo Wealth Management, LLC4,515$465K0.24%+1,65313F-HRTimeline
Aureum Wealth Management, LLC4,511$465K0.29%-1,00813F-HRTimeline
Colter Lewis Investment Partners LLC4,500$464K0.21%new13F-HRTimeline
Stonebridge Financial Group, LLC4,483$462K0.04%+10413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,465$460K0.03%+33013F-HRTimeline
Narus Financial Partners, LLC4,388$452K0.12%new13F-HRTimeline
Legacies Wealth LLC4,388$452K0.25%013F-HRTimeline
Bluespring Wealth Management, LLC4,362$450K0.01%new13F-HRTimeline
R2 Capital Strategies, LLC4,345$448K0.2%13F-HRTimeline
Intelligent Financial Strategies4,275$441K0.21%+413F-HRTimeline
Colonial River Investments, LLC4,248$438K0.12%-34113F-HRTimeline
Wilkerson Advisory Group LLC4,134$426K0.13%-16213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,083$421K<0.01%+77613F-HRTimelineGroup
Root Financial Partners, LLC4,082$421K0.02%-3,16113F-HRTimeline
Destination Wealth Management4,078$420K0.01%013F-HRTimeline
Atlas Wealth LLC4,009$413K0.06%013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,998$412K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,961$408K0.08%013F-HRTimeline
Valmark Advisers, Inc.3,953$407K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,944$407K0.01%+61213F-HRTimeline
Allodium Investment Consultants, LLC3,824$394K0.17%+113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,800$392K0.04%+30213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,768$388K0.03%+24413F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC3,847$384K0.05%013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,716$383K0.04%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,464$378K0.12%new13F-HRTimeline
J.W. COLE ADVISORS, INC.3,666$378K0.01%+1,29213F-HRTimeline
Solidarity Wealth, LLC3,655$377K0.07%new13F-HRTimeline
Life Planning Partners, Inc3,605$371K0.28%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,583$369K<0.01%+11413F-HRTimeline
Financial Architects, LLC3,540$365K0.17%+3013F-HRTimeline
Financial Symmetry Inc3,512$362K0.12%-4313F-HRTimeline
Jacobi Capital Management LLC3,508$361K0.02%+1013F-HRTimeline
Lodestone Wealth Management LLC3,368$347K0.12%-1,08713F-HRTimeline
Well Done, LLC3,347$345K0.05%new13F-HRTimeline
GDS Wealth Management3,342$344K0.02%013F-HRTimeline
Facet Wealth, Inc.3,339$344K<0.01%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC3,334$344K0.04%-4,85513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,264$336K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC3,211$331K0.01%-65213F-HRTimeline
Foundry Financial LLC3,201$330K0.11%-11113F-HRTimeline
Approach Retirement Advisors, LLC3,200$330K0.24%-3413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,083$326K<0.01%-64413F-HRTimelineGroup
Quantum Portfolio Management LLC3,140$324K0.12%+37913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,136$323K<0.01%+41213F-HRTimelineGroup
Keel Point, LLC3,106$320K0.02%013F-HRTimeline
JDH Wealth Management, LLC3,090$318K0.19%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,077$317K0.05%+1413F-HRTimeline
Robertson Stephens Wealth Management, L…3,076$317K0.01%-1313F-HRTimeline
Leading Edge Financial Planning LLC3,067$316K0.06%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,055$316K0.01%013F-HRTimelineGroup
Caerus Investment Advisors, LLC3,020$311K0.1%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,004$310K0.01%+7613F-HRTimeline
Arax Advisory Partners2,997$309K<0.01%+2,29513F-HRTimeline
Truepoint, Inc.2,979$307K0.01%-63,77013F-HRTimeline
Riverbend Wealth Management, LLC2,968$306K0.16%+9513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …2,963$305K0.15%-53313F-HRTimeline
Element Wealth, LLC2,960$305K0.11%+41913F-HRTimeline
Fortune Financial Advisors, LLC2,924$301K0.13%new13F-HRTimeline
Synergy Investment Management, LLC2,908$300K0.07%-37013F-HRTimeline
Clearstead Advisors, LLC2,861$295K<0.01%-63813F-HRTimeline
TruNorth Capital Management, LLC2,810$290K0.05%013F-HRTimeline
Range Advisory, LLC2,808$289K0.03%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,807$289K0.01%+8113F-HRTimeline
BFI Wealth Solutions, LLC2,787$287K0.21%+3613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,768$285K<0.01%+3613F-HRTimelineGroup
Confluence Wealth Services, Inc.2,752$284K0.01%new13F-HRTimeline
RVW Wealth, LLC2,720$280K0.02%-9713F-HRTimeline
Safeguard Investment Advisory Group, LLC2,674$276K0.06%new13F-HRTimeline
Mesirow Financial Investment Management…2,662$274K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,659$274K<0.01%-6613F-HRTimelineGroup
Koshinski Asset Management, Inc.2,636$272K0.01%+23413F-HRTimeline
Freedom Day Solutions, LLC2,597$268K0.06%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,560$265K0.02%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,518$259K0.05%013F-HRTimeline
Csenge Advisory Group2,512$259K0.01%+8413F-HRTimeline
Index Technologies Group LLC2,508$258K0.21%+30713F-HRTimeline
Baldwin Investment Management, LLC2,500$258K0.02%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC2,497$257K0.16%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,481$256K0.06%+4613F-HRTimeline
CWA Asset Management Group, LLC2,473$255K0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,431$251K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC2,423$250K0.02%new13F-HRTimeline
Belvedere Trading LLC2,411$248K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC2,408$248K<0.01%+8913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,398$247K<0.01%-5,56113F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV2,354$243K0.14%-4613F-HRTimeline
Meritas Wealth Management, LLC2,353$242K0.09%+3313F-HRTimeline
Allied Private Wealth LLC2,291$236K0.15%13F-HRTimeline
Fortis Capital Management LLC2,270$234K0.03%013F-HRTimeline
SAPIENT CAPITAL LLC2,236$230K<0.01%new13F-HR/ATimeline
Integrity Advisory Solutions, LLC2,218$229K0.02%+5013F-HRTimeline
Trellis Wealth Advisors LLC2,211$228K0.08%+2713F-HRTimeline
Shotwell Rutter Baer Inc2,197$226K0.12%-5013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding2,187$225K-293,795Timeline
SRH ADVISORS, LLC2,172$224K0.06%013F-HRTimeline
IF Advisors, LLC2,172$224K0.15%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,146$222K0.01%-4313F-HRTimeline
Bison Wealth, LLC2,089$221K0.02%+3713F-HRTimeline
Global Wealth Management, LLC2,141$221K0.11%new13F-HRTimeline
Heron Bay Capital Management2,099$216K0.02%+2113F-HRTimeline
Accel Wealth Management2,080$214K0.05%013F-HRTimeline
Base Wealth Management LLC2,078$214K0.1%013F-HRTimeline
Worth Asset Management, LLC2,013$207K0.07%new13F-HRTimeline
Quadcap Wealth Management, LLC2,007$207K0.02%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,005$207K0.01%013F-HRTimelineGroup
Vawter Financial, Ltd.1,999$206K0.08%new13F-HRTimeline
Wills Financial Group LLC1,997$206K0.07%new13F-HRTimeline
Tyche Wealth Partners LLC1,962$202K0.03%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,810$187K0.03%013F-HRTimeline