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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
Signature Equity Partners, LLC8,895$888K0.48%+2,18713F-HRTimeline
Kelman-Lazarov, Inc.8,674$866K0.12%+92613F-HRTimeline
Selective Wealth Management, Inc.8,337$864K0.26%+39013F-HRTimeline
TBH Global Asset Management, LLC8,228$848K0.17%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,446$843K0.02%+1013F-HRTimelineGroup
Pacific Sage Partners, LLC8,430$842K0.13%+1613F-HRTimeline
Klaas Financial Asset Advisors, LLC8,189$818K0.11%-74,43013F-HRTimeline
Kane Co Wealth Management, Inc.8,133$812K0.68%+2413F-HRTimeline
NCM Capital Management, LLC8,079$807K0.29%+89513F-HRTimeline
Visionary Wealth Advisors8,021$801K0.04%-94913F-HRTimeline
SELDON CAPITAL LP8,000$799K0.29%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,959$795K0.02%+4,50613F-HR/ATimeline
Ifrah Financial Services, Inc.7,921$791K0.21%-19313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,820$781K0.16%+74713F-HRTimeline
Vise Technologies, Inc.8,279$778K0.02%013F-HRTimeline
Prosperitas Financial LLC7,725$771K0.29%+24913F-HRTimeline
Canvas Wealth Advisors, LLC7,701$769K0.13%new13F-HRTimeline
Signal Advisors Wealth, LLC7,658$765K0.05%-56713F-HRTimeline
Nemes Rush Group LLC7,550$754K0.07%+3,35713F-HRTimeline
Camarda Financial Advisors, LLC7,541$753K0.4%-37813F-HRTimeline
Cogent Private Wealth, Inc.7,446$744K0.54%+13213F-HRTimeline
Exchange Bank7,409$740K0.51%-1,22013F-HRTimeline
Root Financial Partners, LLC7,243$723K0.03%+6,30313F-HRTimeline
Goldstein Advisors, LLC7,210$720K0.08%013F-HRTimeline
Brooklyn Investment Group7,141$713K0.02%+4,97213F-HRTimeline
Balefire, LLC7,105$710K0.13%-3113F-HRTimeline
Ruedi Wealth Management, Inc.6,914$690K0.18%013F-HRTimeline
Clarity Wealth Development LLC6,900$689K0.56%-36713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,857$685K<0.01%013F-HRTimelineGroup
ENTREWEALTH, LLC6,855$685K0.31%+21013F-HRTimeline
Bragg Financial Advisors, Inc6,707$670K0.02%+53013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,580$657K<0.01%+50013F-HRTimeline
INTEGRATED WEALTHCARE, LLC6,569$656K0.55%+113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,551$654K0.03%+8913F-HRTimeline
Haverford Financial Services, Inc.6,297$629K0.19%new13F-HRTimeline
BRIGHTON JONES LLC6,229$622K0.01%new13F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.6,207$620K0.18%-25113F-HRTimeline
M Wealth Management, LLC6,152$614K0.52%+1,48513F-HRTimeline
Modern Wealth Management, LLC6,019$612K0.01%-2,61513F-HRTimeline
Integrity Wealth Solutions LLC6,123$611K0.24%+2,08213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,080$607K<0.01%013F-HRTimelineGroup
Sankala Group LLC6,229$607K0.5%+36913F-HRTimeline
Tranquility Partners, LLC6,030$602K0.23%+11013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,968$596K<0.01%+2,03413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,956$595K<0.01%+1,33913F-HR/ATimelineGroup
CIBC WORLD MARKET INC.5,952$594K<0.01%new13F-HRTimeline
MCF Advisors LLC5,703$570K0.02%-70013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD5,607$560K0.08%-85413F-HR/ATimeline
SIMPLEX TRADING, LLC5,595$559K0.02%new13F-HRTimeline
Aureum Wealth Management, LLC5,519$551K0.38%new13F-HRTimeline
Seaside Wealth Management, Inc.5,469$546K0.15%-98313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,454$545K<0.01%+2,68713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,454$545K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.5,447$544K0.01%+1,82113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,219$521K0.06%+54713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,195$519K0.03%new13F-HRTimeline
SageView Advisory Group, LLC5,155$515K0.02%new13F-HRTimeline
Lutz Financial Services LLC5,120$511K0.03%013F-HRTimeline
W.H. Cornerstone Investments Inc.5,067$506K0.32%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,056$505K0.01%-14,80113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,024$502K<0.01%+25413F-HRTimelineGroup
Cambridge Financial Group, LLC5,018$501K0.17%013F-HRTimeline
Parkside Financial Bank & Trust4,884$488K0.04%-33313F-HRTimeline
Palisade Asset Management, LLC4,840$483K0.05%013F-HRTimeline
MAI Capital Management4,791$478K<0.01%+3,31513F-HRTimeline
Rockwood Wealth Management, LLC4,676$467K0.03%013F-HRTimeline
Empirical Finance, LLC4,651$464K0.02%-1,99213F-HR/ATimeline
Colonial River Investments, LLC4,589$458K0.16%+5613F-HRTimeline
Tranquilli Financial Advisor LLC4,516$451K0.26%-31113F-HRTimeline
Lodestone Wealth Management LLC4,455$445K0.18%+4,39613F-HR/ATimeline
DBK Financial Counsel, LLC4,446$444K0.34%+1,25113F-HRTimeline
Legacies Wealth LLC4,388$438K0.28%-4,08213F-HRTimeline
Stonebridge Financial Group, LLC4,379$437K0.04%+1,67213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,342$434K<0.01%-2,21913F-HRTimelineGroup
STEVENS CAPITAL PARTNERS4,318$431K0.1%new13F-HRTimeline
Wilkerson Advisory Group LLC4,296$429K0.15%-28013F-HRTimeline
Intelligent Financial Strategies4,271$427K0.22%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,135$413K0.03%+46013F-HRTimeline
Destination Wealth Management4,078$407K0.01%+67713F-HRTimeline
Atlas Wealth LLC4,009$400K0.12%+49413F-HR/ATimeline
Summit Financial Wealth Advisors, LLC3,998$399K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,961$396K0.08%+15213F-HRTimeline
Valmark Advisers, Inc.3,953$395K<0.01%new13F-HRTimeline
Mutual Advisors, LLC3,863$386K0.01%+73313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,847$384K0.05%+413F-HRTimeline
Allodium Investment Consultants, LLC3,823$382K0.18%+82513F-HRTimeline
Financial Symmetry Inc3,555$377K0.13%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,727$375K<0.01%+2,71813F-HRTimelineGroup
Life Planning Partners, Inc3,605$360K0.27%013F-HRTimeline
Blue Trust, Inc.3,576$357K<0.01%-913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,524$352K0.03%new13F-HRTimelineGroup
Financial Architects, LLC3,510$351K0.18%+75013F-HRTimeline
Clearstead Advisors, LLC3,499$349K<0.01%+3,41713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,498$349K0.04%+1,17613F-HRTimeline
Jacobi Capital Management LLC3,498$349K0.02%+113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,496$349K0.19%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,469$346K0.01%+47313F-HRTimeline
Kingsview Wealth Management, LLC3,367$336K<0.01%-1,20113F-HRTimeline
GDS Wealth Management3,342$334K0.02%new13F-HRTimeline
Parallel Advisors, LLC3,332$333K0.01%+9913F-HR/ATimeline
Foundry Financial LLC3,312$331K0.14%+37213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,307$330K<0.01%+30513F-HRTimelineGroup
Synergy Investment Management, LLC3,278$327K0.11%+6713F-HRTimeline
Approach Retirement Advisors, LLC3,234$323K0.27%-19013F-HRTimeline
Keel Point, LLC3,106$310K0.02%-9613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,092$309K0.28%13F-HRTimeline
JDH Wealth Management, LLC3,090$309K0.21%-6113F-HRTimeline
Robertson Stephens Wealth Management, L…3,089$309K0.01%+2413F-HRTimeline
Leading Edge Financial Planning LLC3,067$306K0.06%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,063$306K0.06%+113F-HRTimeline
Atria Investments, Inc3,042$304K<0.01%-14,56813F-HRTimeline
Caerus Investment Advisors, LLC3,020$302K0.13%-86013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,055$295K0.01%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC2,928$292K0.01%+413F-HRTimeline
Riverbend Wealth Management, LLC2,873$287K0.18%-17013F-HRTimeline
Echo Wealth Management, LLC2,862$286K0.16%new13F-HRTimeline
BFI Wealth Solutions, LLC2,751$281K0.27%-213F-HRTimeline
RVW Wealth, LLC2,817$281K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,810$281K0.05%013F-HRTimeline
Quantum Portfolio Management LLC2,761$276K0.12%new13F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,732$273K<0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,726$272K0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,725$272K<0.01%13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,724$272K<0.01%+7313F-HRTimelineGroup
EVOKE WEALTH, LLC2,667$266K<0.01%+19513F-HRTimeline
Mesirow Financial Investment Management…2,662$266K<0.01%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,435$257K0.07%new13F-HRTimeline
Element Wealth, LLC2,541$254K0.11%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,518$251K0.05%013F-HRTimeline
CWA Asset Management Group, LLC2,473$247K0.01%-29813F-HRTimeline
Cypress Wealth Services, LLC2,430$243K0.03%013F-HRTimeline
Csenge Advisory Group2,428$242K0.01%+15413F-HRTimeline
Koshinski Asset Management, Inc.2,402$240K0.01%new13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV2,400$240K0.13%-2,71113F-HRTimeline
J.W. COLE ADVISORS, INC.2,374$237K0.01%new13F-HRTimeline
Meritas Wealth Management, LLC2,320$232K0.1%+4313F-HRTimeline
Foundations Investment Advisors, LLC2,319$232K<0.01%-35,93213F-HRTimeline
Nova R Wealth, Inc.2,316$231K0.07%+313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,273$227K<0.01%new13F-HRTimelineGroup
Fortis Capital Management LLC2,270$227K0.03%013F-HRTimeline
Bison Wealth, LLC2,052$226K0.02%new13F-HRTimeline
Shotwell Rutter Baer Inc2,247$224K0.13%-7513F-HRTimeline
Index Technologies Group LLC2,201$220K0.24%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,188$218K<0.01%-12713F-HRTimeline
IHT Wealth Management, LLC2,186$218K0.01%-37,56213F-HRTimeline
Trellis Wealth Advisors LLC2,184$218K0.08%new13F-HRTimeline
SRH ADVISORS, LLC2,172$217K0.06%013F-HRTimeline
Integrity Advisory Solutions, LLC2,168$217K0.03%-3313F-HRTimeline
B. Riley Wealth Advisors, Inc.2,189$211K0.01%-59813F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA2,111$211K<0.01%13F-HRTimelineGroup
Accel Wealth Management2,080$208K0.05%new13F-HRTimeline
Heron Bay Capital Management2,078$208K0.02%new13F-HRTimeline
Base Wealth Management LLC2,078$208K0.12%new13F-HRTimeline
GTS SECURITIES LLC2,063$206K0.01%-1,63813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,005$200K0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,810$181K0.03%013F-HRTimeline
Atomic Invest LLC1,795$173K0.08%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,699$170K<0.01%+86913F-HRTimelineGroup
Western Pacific Wealth Management, LP1,650$165K0.17%new13F-HRTimeline
Operose Advisors LLC1,649$165K0.04%+70313F-HRTimeline
Cornerstone Planning Group LLC1,509$160K0.02%+81813F-HRTimeline
Bank of New Hampshire1,577$157K0.04%-113F-HRTimeline
Sunbelt Securities, Inc.1,530$153K0.01%+1,10713F-HRTimeline
Global Trust Asset Management, LLC1,519$152K0.06%-62513F-HRTimeline
Trust Co1,280$128K0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,207$121K0.06%+1,00913F-HRTimeline
Aptus Capital Advisors, LLC1,204$120K<0.01%+10013F-HRTimeline
Anchor Investment Management, LLC1,131$113K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,081$108K<0.01%-12213F-HRTimelineGroup
Salomon & Ludwin, LLC980$98.7K0.01%-5113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC980$97.9K0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC932$93.1K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC907$90.6K0.01%new13F-HRTimeline
IFP Advisors, Inc904$90.3K<0.01%+76413F-HRTimeline
Smallwood Wealth Investment Management,…856$85.5K0.05%013F-HRTimeline
NorthAvenue LLC830$82.9K0.07%013F-HRTimeline
Longview Financial Advisors, Inc.804$80.3K0.05%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC781$77K0.01%013F-HRTimeline
Arax Advisory Partners702$70.1K<0.01%-45813F-HRTimeline
Clayton Financial Group LLC605$60.4K0.03%-2713F-HRTimeline
FIDUCIARY ADVISORS, INC.580$57.9K0.04%+113F-HRTimeline
Glassman Wealth Services521$52K0.01%013F-HRTimeline
ALERUS FINANCIAL NA520$51.9K<0.01%013F-HRTimeline
Strive Financial Group ,LLC484$48K0.03%013F-HRTimeline
RHL GROUP, LLC468$46.7K0.04%+5713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.463$46.2K<0.01%new13F-HRTimelineGroup
Monetary Solutions, Ltd460$45.9K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC450$44.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC436$44.4K<0.01%+23013F-HRTimeline
JDM Financial Group LLC431$43K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT429$42.8K<0.01%new13F-HRTimeline
ROGCO, LP422$42.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…417$41.6K<0.01%-8913F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC397$39.6K<0.01%13F-HRTimelineGroup
Pinnacle Bancorp, Inc.382$38.1K0.01%+213F-HRTimeline
Strategic Wealth Partners, Ltd.371$37K<0.01%-6913F-HRTimeline
Crewe Advisors LLC360$36K<0.01%013F-HRTimeline
TD Capital Management LLC348$34.8K<0.01%013F-HRTimeline
Key Financial Inc332$33.2K0.01%013F-HRTimeline
Corsicana & Co.462$32.2K0.02%013F-HRTimeline