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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
DBK Financial Counsel, LLC3,195$284K0.24%013F-HRTimeline
Mutual Advisors, LLC3,130$282K0.01%+3713F-HRTimeline
Keel Point, LLC3,147$280K0.02%+2413F-HRTimeline
&PARTNERS3,097$276K<0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,055$272K0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,045$271K0.05%013F-HRTimeline
SFG Wealth Management, LLC.3,019$269K0.12%new13F-HRTimeline
Allodium Investment Consultants, LLC2,939$262K0.15%-17913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,892$257K0.01%+5513F-HRTimeline
SIMPLEX TRADING, LLC2,876$256K0.01%new13F-HRTimeline
RVW Wealth, LLC2,817$251K0.02%+213F-HRTimeline
TruNorth Capital Management, LLC2,810$250K0.05%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,765$246K0.01%new13F-HRTimeline
Financial Architects, LLC2,760$246K0.14%013F-HRTimeline
Leading Edge Financial Planning LLC2,670$238K0.06%013F-HRTimeline
Mesirow Financial Investment Management…2,662$237K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,598$231K0.01%+63113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,452$218K<0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,446$218K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC2,430$216K0.04%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,373$211K0.02%new13F-HRTimeline
Shotwell Rutter Baer Inc2,344$211K0.14%-18713F-HRTimeline
Meritas Wealth Management, LLC2,343$209K0.1%-55613F-HRTimeline
Avidian Wealth Enterprises, LLC2,278$203K0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.2,260$201K0.07%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,249$200K0.01%013F-HRTimelineGroup
ABSHER WEALTH MANAGEMENT, LLC2,124$189K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,964$175K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,810$161K0.03%013F-HRTimeline
SRH ADVISORS, LLC1,746$155K0.05%new13F-HRTimeline
Bank of New Hampshire1,578$140K0.03%013F-HRTimeline
MAI Capital Management1,452$129K<0.01%+2313F-HRTimeline
Strategic Wealth Partners, Ltd.1,196$106K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,031$92.8K0.01%new13F-HRTimeline
IFP Advisors, Inc996$88.7K<0.01%-24613F-HR/ATimeline
Cornerstone Planning Group LLC933$83.8K0.01%+37913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\899$80K<0.01%+27713F-HRTimelineGroup
Root Financial Partners, LLC898$79.9K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…856$76.2K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC780$69.4K<0.01%-4613F-HRTimeline
VALLEY NATIONAL ADVISERS INC781$69K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC719$64K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…712$63.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC681$60.6K<0.01%+14813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC623$56.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/601$53.6K<0.01%+8113F-HRTimelineGroup
ALERUS FINANCIAL NA553$49.2K<0.01%new13F-HRTimeline
Glassman Wealth Services521$46.4K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.518$46.1K0.04%+23713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp500$44.5K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC486$43.2K<0.01%013F-HRTimeline
Corsicana & Co.462$41.1K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC450$40.1K0.01%013F-HRTimeline
JDM Financial Group LLC431$38.4K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.380$33.8K0.01%013F-HRTimeline
Operose Advisors LLC378$33.7K0.01%new13F-HRTimeline
Crewe Advisors LLC360$32.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…302$26.9K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC300$26.7K0.02%013F-HRTimeline
Wealthspire Advisors, LLC285$25.4K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.250$22.3K<0.01%+24413F-HRTimeline
OAKWORTH CAPITAL, INC.235$20.9K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC226$20.1K<0.01%new13F-HRTimeline
Creative Capital Management Investments…210$18.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC187$16.6K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…153$13.6K0.01%-513F-HRTimelineGroup
Sound Income Strategies, LLC152$13.6K<0.01%013F-HRTimeline
Key Financial Inc150$13.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.148$13.2K<0.01%-19013F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$12K<0.01%new13F-HRTimeline
Security National Bank133$11.8K<0.01%new13F-HRTimeline
Team Financial Group, LLC125$11.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV124$11K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.117$10.4K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.111$10K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…100$8.9K<0.01%+4013F-HRTimeline
GAMMA Investing LLC100$8.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC89$7.92K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC85$7.63K<0.01%013F-HRTimeline
Clearstead Advisors, LLC82$7.3K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO80$7.12K<0.01%013F-HRTimelineGroup
YANKCOM Partnership56$4.99K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.48$4.27K<0.01%-4113F-HR/ATimeline
Dunhill Financial, LLC42$3.74K<0.01%013F-HRTimeline
BFSG, LLC36$3.21K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC30$2.67K<0.01%new13F-HRTimeline
S&T Bank/PA28$2.49K<0.01%-1413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC27$2.37K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26$2.31K<0.01%-5913F-HRTimelineGroup
Sunbelt Securities, Inc.23$2.05K<0.01%new13F-HRTimeline
TSFG, LLC11$1K<0.01%new13F-HRTimeline
First PREMIER Bank8$1K<0.01%new13F-HRTimeline
Addison Advisors LLC9$795<0.01%013F-HRTimeline
SIGNATUREFD, LLC6$534<0.01%013F-HRTimeline
Signature Resources Capital Management,…5$445<0.01%013F-HRTimeline
CKW FINANCIAL GROUP4$00%013F-HRTimelineValue filed as zero, left out of ratios.