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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

438 managers (441 13F filers) reported a position in AVDV shares at 2025-03-31, 89,694,320 shares in all. 51 filers opened a position and 29 filers sold out during the quarter.

Managers
438
13F filers
441
New
51
Added
224
Reduced
114
Sold out
29
Shares held by filers
89,694,320

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
US BANCORP \DE\in group US BANCORP \DE\460$32.1K<0.01%-813F-HRTimelineGroup
JDM Financial Group LLC431$30.1K0.02%-1813F-HRTimeline
Arax Advisory Partners410$28.6K<0.01%new13F-HRTimeline
Promus Capital, LLC339$23.6K0.02%new13F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC300$20.9K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.276$19.2K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…268$18.7K<0.01%-2813F-HRTimeline
Sound Income Strategies, LLC262$18.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC235$16.4K<0.01%+14513F-HRTimeline
Park Square Financial Group, LLC227$15.8K0.01%new13F-HRTimeline
Creative Capital Management Investments…210$14.6K0.01%013F-HRTimeline
First Horizon Advisors, Inc.202$14.1K<0.01%-3713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC187$13K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.175$12.2K<0.01%+3913F-HRTimeline
Riggs Asset Managment Co. Inc.159$11.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC150$10.5K<0.01%-12013F-HRTimelineGroup
Key Financial Inc150$10.5K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC130$9.07K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.111$8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO107$7.46K<0.01%-21313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC89$6.21K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC84$5.92K<0.01%-2113F-HR/ATimeline
Pacifica Partners Inc.64$4.36K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…60$4.18K<0.01%013F-HRTimeline
MATHER GROUP, LLC.58$4.04K<0.01%-72013F-HRTimeline
AMERIFLEX GROUP, INC.55$3.84K<0.01%-12513F-HRTimeline
Glass Jacobson Investment Advisors llc39$2.54K<0.01%013F-HRTimeline
BFSG, LLC36$2.51K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC26$1.82K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25$1.73K<0.01%+113F-HRTimelineGroup
Smartleaf Asset Management LLC24$1.69K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.23$1.6K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC12$849<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9$628<0.01%new13F-HRTimelineGroup
Addison Advisors LLC9$612<0.01%013F-HRTimeline
Signature Resources Capital Management,…5$349<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$139<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,08113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.