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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
SWAN Capital LLC309$30.9K0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$30K0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.281$28.1K0.01%-1,04613F-HRTimeline
Kingdom Financial Group LLC.281$28.1K0.01%+5113F-HRTimeline
Daytona Street Capital LLC260$26.6K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.250$25K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.235$23.5K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.224$22.4K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC221$22K<0.01%-49813F-HRTimelineGroup
Creative Capital Management Investments…210$21K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC187$18.7K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC187$18.7K<0.01%new13F-HR/ATimeline
Piscataqua Savings Bank186$18.6K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC184$18.4K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…181$18.1K0.02%+7913F-HRTimeline
Geneos Wealth Management Inc.174$17.3K<0.01%+2613F-HRTimeline
Hurley Capital, LLC159$15.9K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…154$15.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$15.2K<0.01%+2613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC148$15.1K<0.01%-47513F-HRTimeline
Capital Investment Advisory Services, L…150$15K<0.01%+11613F-HRTimeline
PRIVATE TRUST CO NA133$13.3K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners132$13K<0.01%new13F-HRTimeline
Team Financial Group, LLC125$12.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.111$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATHER GROUP, LLC.108$10.8K<0.01%new13F-HRTimeline
Bogart Wealth, LLC103$10.3K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…100$9.99K<0.01%013F-HRTimeline
GAMMA Investing LLC100$9.99K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC89$8.89K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.75$7.49K<0.01%013F-HRTimeline
Pioneer Family Office, LLC75$7.49K<0.01%-7013F-HRTimeline
SHP Wealth Management72$7.19K<0.01%new13F-HRTimeline
BAYBAN66$6.59K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53$5.29K<0.01%013F-HRTimelineGroup
Abound Wealth Management44$4.37K<0.01%013F-HRTimeline
Clark Wealth Partners41$4.09K<0.01%new13F-HRTimeline
BFSG, LLC36$3.6K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.31$3.1K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC30$3K<0.01%013F-HRTimeline
S&T Bank/PA28$2.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC27$2.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC23$2.3K<0.01%new13F-HRTimeline
Dunhill Financial, LLC23$2.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc16$1.6K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$1.4K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN13$1.3K<0.01%new13F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10$999<0.01%-3,92313F-HRTimelineGroup
Addison Advisors LLC9$907<0.01%013F-HRTimeline
Golden State Wealth Management, LLC8$799<0.01%013F-HRTimeline
SIGNATUREFD, LLC6$599<0.01%013F-HRTimeline
Signature Resources Capital Management,…5$499<0.01%013F-HRTimeline