Skip to content
Disclosery

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
Global Trust Asset Management, LLC1,669$172K0.05%+15013F-HRTimeline
Western Pacific Wealth Management, LP1,650$170K0.15%013F-HRTimeline
Regatta Research & Money Management1,601$165K0.16%13F-HRTimeline
Bank of New Hampshire1,577$163K0.03%013F-HRTimeline
Cornerstone Planning Group LLC1,497$157K0.02%-1213F-HRTimeline
Trust Co1,380$142K0.01%+10013F-HRTimeline
Physician Wealth Advisors, Inc.1,373$141K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC1,188$122K<0.01%-1613F-HRTimeline
Anchor Investment Management, LLC1,131$117K0.01%013F-HRTimeline
IFP Advisors, Inc1,071$110K<0.01%+16713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,033$106K<0.01%-4813F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,014$105K0.04%+73313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC980$101K0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC931$96.5K0.01%-4913F-HRTimeline
Cassaday & Co Wealth Management LLC932$96K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…856$88.2K0.04%013F-HRTimeline
CX Institutional811$84K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC781$80.5K0.01%013F-HRTimeline
Operose Advisors LLC766$78.9K0.02%-88313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC655$67.5K0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.558$57.5K0.04%-2213F-HRTimeline
Strive Financial Group ,LLC527$54.3K0.02%+4313F-HR/ATimeline
Glassman Wealth Services521$53.7K0.01%013F-HRTimeline
ALERUS FINANCIAL NA520$53.6K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.463$47.7K<0.01%013F-HRTimelineGroup
Corsicana & Co.462$47.6K0.02%013F-HRTimeline
Monetary Solutions, Ltd460$47.4K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC450$46.4K0.01%013F-HRTimeline
JDM Financial Group LLC431$44.4K0.02%013F-HRTimeline
ROGCO, LP422$43.5K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC415$42.7K<0.01%+1813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources413$42.6K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.405$42K<0.01%+29413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthAvenue LLC377$38.9K0.03%-45313F-HRTimeline
Barnes Dennig Private Wealth Management…369$38.1K0.03%+18813F-HRTimeline
Crewe Advisors LLC360$37.1K<0.01%013F-HRTimeline
IFG Advisory, LLC358$36.9K<0.01%new13F-HRTimeline
TD Capital Management LLC353$36.3K<0.01%+513F-HRTimeline
Strategic Wealth Partners, Ltd.350$36.1K<0.01%-2113F-HRTimeline
Point Nemo Capital, LLC348$35.9K0.02%new13F-HRTimeline
MATHER GROUP, LLC.341$35.2K<0.01%+23313F-HRTimeline
Key Financial Inc332$34.2K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.312$32.2K0.01%-7013F-HRTimeline
SWAN Capital LLC309$31.8K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$30.9K0.01%013F-HRTimeline
COUNTRY TRUST BANK284$29.3K<0.01%new13F-HRTimeline
Daytona Street Capital LLC260$27.1K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC257$26.4K0.01%+7013F-HRTimeline
FAS Wealth Partners, Inc.250$25.8K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.241$24.8K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.235$24.3K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.233$24.1K0.01%-4813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.224$23.1K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC205$21.1K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC194$20K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC187$19.3K<0.01%013F-HRTimeline
Piscataqua Savings Bank186$19.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC184$19K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC162$16.7K0.01%new13F-HRTimeline
Hurley Capital, LLC161$16.6K0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$15.9K<0.01%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…154$15.9K<0.01%013F-HRTimeline
Abound Wealth Management151$15.6K<0.01%+10713F-HRTimeline
Capital Investment Advisory Services, L…151$15.5K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC148$15.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.148$15.3K<0.01%-2613F-HRTimeline
Mosley Wealth Management143$14.7K<0.01%new13F-HRTimeline
PlanVest Financial, Inc137$14.1K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA133$13.7K<0.01%013F-HRTimeline
Coston, McIsaac & Partners132$13K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC105$10.8K<0.01%new13F-HRTimeline
Bogart Wealth, LLC104$10.8K<0.01%+113F-HRTimeline
Gleason Group, Inc.103$10.7K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT102$10.5K<0.01%13F-HRTimeline
GAMMA Investing LLC100$10.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC89$9.17K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…88$9.07K<0.01%new13F-HRTimelineGroup
Carolina Wealth Advisors, LLC78$8.04K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.75$7.73K<0.01%013F-HRTimeline
Pioneer Family Office, LLC75$7.73K<0.01%013F-HRTimeline
True Wealth Design, LLC63$6.49K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.60$6.18K<0.01%new13F-HRTimeline
Rossby Financial, LCC55$5.64K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53$5.46K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC48$4.91K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp46$4.74K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…46$4.74K<0.01%-16413F-HRTimeline
Clark Wealth Partners41$4.23K<0.01%013F-HRTimeline
BFSG, LLC36$3.71K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.31$3.19K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC31$3.19K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC30$3.09K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC27$2.82K<0.01%013F-HRTimeline
Dunhill Financial, LLC23$2.37K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC21$2.16K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc16$1.67K<0.01%013F-HRTimeline
S&T Bank/PA14$1.44K<0.01%-1413F-HRTimeline
Quest 10 Wealth Builders, Inc.14$1.44K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN13$1.34K<0.01%013F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
Addison Advisors LLC9$948<0.01%013F-HRTimeline
Golden State Wealth Management, LLC8$824<0.01%013F-HRTimeline
SIGNATUREFD, LLC6$618<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$618<0.01%-41113F-HRTimelineGroup
Bullseye Investment Management, LLC6$618<0.01%new13F-HRTimeline
Signature Resources Capital Management,…5$515<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$103<0.01%-913F-HRTimelineGroup