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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

416 managers (419 13F filers) reported a position in AVDV shares at 2024-12-31, 78,403,674 shares in all. 40 filers opened a position and 30 filers sold out during the quarter.

Managers
416
13F filers
419
New
40
Added
207
Reduced
81
Sold out
30
Shares held by filers
78,403,674

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Savant Capital, LLCin group Savant Capital, LLC9,879,819$643M5.06%+955,98913F-HRTimelineGroup
Creative Planningin group Creative Planning9,618,979$626M0.61%+3,279,46913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,389,047$416M+1,000,289Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,892,052$383M0.36%-11,284,42113F-HRTimelineGroup
Accredited Investors Inc.2,462,412$160M9.39%+147,11713F-HRTimeline
Mason Investment Advisory Services, Inc.2,432,568$158M9.28%+85,89113F-HRTimeline
Haverford Trust Co1,675,030$109M1.08%+27,66213F-HRTimeline
Pure Financial Advisors, LLC1,516,182$98.7M2.24%+148,59913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,406,576$91.5M0.08%+402,65513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,259,291$82M0.18%+62,34813F-HRTimelineGroup
Unison Advisors LLC1,168,165$76M9.05%+5,43313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,005,102$65.4M-40,808Timeline
Corient Private Wealth LPin group Corient Private Wealth LP965,791$62.9M0.1%+112,58213F-HRTimelineGroup
Merit Financial Group, LLC889,590$57.9M1.04%+63,10813F-HRTimeline
Empowered Funds, LLC707,459$46M0.67%+39,53913F-HRTimeline
CCM INVESTMENT GROUP, LLC705,369$45.7M4.98%13F-HRTimeline
TCI Wealth Advisors, Inc.649,432$42.3M3.53%+16,77713F-HRTimeline
Foster Group, Inc.617,393$40.2M1.53%+49,07813F-HRTimeline
HighTower Advisors, LLC616,626$40.1M0.05%+71513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC604,072$39.3M0.04%+590,58113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC599,836$39M0.02%+47,74813F-HRTimelineGroup
Hill Investment Group Partners, LLC590,606$38.4M5.15%+35,81013F-HRTimeline
Carlson Capital Management570,294$37.1M1.62%+5,58713F-HRTimeline
Annex Advisory Services, LLC551,619$35.9M1.08%+104,77913F-HRTimeline
Burton Enright Welch543,606$35.4M7.43%+15,28713F-HRTimeline
Empirical Financial Services, LLC d.b.a…527,225$34.3M0.93%+25,59713F-HRTimeline
Divergent Planning, LLC512,171$32.7M11.19%+57,71313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska497,874$32.4M5.27%13F-HRTimelineGroup
PrairieView Partners, LLC488,493$31.8M3.32%+18,75113F-HRTimeline
Brickley Wealth Management450,432$29.3M5.95%+4,76213F-HRTimeline
Callan Capital, LLC443,472$28.9M2.11%-9,03713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC432,668$28.2M0.29%+47,85613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC419,882$27.3M3.86%+4,85913F-HRTimeline
Beaird Harris Wealth Management, LLC418,034$27.2M2.35%+25,44213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY402,007$26.2M<0.01%+38,18113F-HR/ATimelineGroup
LPL Financial LLC373,496$24.3M0.01%+47,84213F-HRTimeline
Opus Capital Group, LLC353,030$23M2.92%+9,39613F-HRTimeline
Trilogy Capital Inc.348,454$22.7M1.17%+6,43613F-HRTimeline
Efficient Advisors, LLC341,339$22.2M1.43%+8,97613F-HRTimeline
Marquette Asset Management, LLC312,809$20.4M3.32%+14,78613F-HRTimeline
CogentBlue Wealth Advisors, LLC310,921$20.2M17.82%13F-HRTimeline
Prime Capital Investment Advisors, LLC306,634$20M0.29%+10,61713F-HRTimeline
Meredith Wealth Planning301,613$19.6M8.75%+19,11613F-HRTimeline
Werba Rubin Papier Wealth Management285,852$18.6M4.39%+4,91713F-HRTimeline
Apella Capital, LLC282,138$18.4M0.7%+65,82113F-HRTimeline
Allegiance Financial Group Advisory Ser…263,156$17.1M5.55%+21,90813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding262,527$17.1M-44,516Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…260,582$17M0.03%new13F-HRTimelineGroup
DEFINE FINANCIAL, LLC249,798$16.3M12.27%13F-HRTimeline
Falcon Wealth Planning246,812$16.1M1.79%+11,61813F-HRTimeline
Willow Creek Wealth Management Inc.245,921$16M1.63%+27,21713F-HRTimeline
ATWOOD & PALMER INC242,753$15.8M1.08%+24,63313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/239,656$15.6M0.01%+234,32613F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC235,079$15.3M3.24%+51,96013F-HRTimeline
Peirce Capital Management, LLC224,344$14.6M7.49%+5,33013F-HRTimeline
Kondo Wealth Advisors, Inc.217,745$14.2M7.19%13F-HRTimeline
QUARRY HILL ADVISORS, LLC216,881$14.1M9.5%+13,85613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC212,997$13.9M2.89%-3,71013F-HRTimeline
Quantum Financial Advisors, LLC212,415$13.8M2.11%+27,02313F-HRTimeline
Great Point Wealth Advisors, LLC212,283$13.8M3.02%+6,22513F-HRTimeline
Morton Brown Family Wealth, LLC201,498$13.1M4.57%+31,69213F-HRTimeline
Wealth Architects, LLC193,166$12.6M1.42%+18,89113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…177,980$11.6M4.58%+3113F-HRTimeline
Plancorp, LLC172,470$11.2M0.46%013F-HRTimeline
McMill Wealth Management170,028$11.1M4.48%13F-HRTimeline
Larson Financial Group LLC167,464$10.9M0.56%-3,45313F-HRTimeline
Prosperity Planning, Inc.165,137$10.7M3.44%+6,29713F-HRTimeline
Waverly Advisors, LLC165,063$10.7M0.17%-2,86213F-HRTimeline
Perigon Wealth Management, LLC166,123$10.7M0.26%+21,43013F-HRTimeline
Flagstone Financial Management163,562$10.6M3.54%+5,01413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC161,911$10.5M0.02%+50,05313F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.156,722$10.2M4.15%-62213F-HRTimeline
Modera Wealth Management, LLC153,726$10M0.12%+93,74913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC153,322$9.96M0.04%+26,29313F-HRTimelineGroup
D'Orazio & Associates, Inc.149,879$9.75M1.44%+5,95113F-HRTimeline
Valued Wealth Advisors LLC149,847$9.75M6.11%+9,89113F-HRTimeline
Paragon Advisors, LLC147,080$9.57M3.28%+143,75613F-HRTimeline
Oakwell Private Wealth Management, LLC146,260$9.52M2.67%+12,89413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC145,123$9.44M2.59%+2,09113F-HRTimeline
Robinswood Financial LLC144,792$9.42M3.56%+7,21513F-HRTimeline
Intergy Private Wealth, LLC143,258$9.32M3.48%+6,12513F-HRTimeline
NOTTINGHAM ADVISORS, INC.142,740$9.29M1.18%-2,60513F-HRTimeline
JRM Investment Counsel, LLC139,737$9.09M3.21%+3,10813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,255$9M0.02%-1,78413F-HR/ATimeline
Emprise Bank137,766$8.97M5.06%+29,96313F-HRTimeline
Kaufman Rossin Wealth, LLC136,336$8.87M9.13%13F-HRTimeline
Squire Investment Management Company, L…135,888$8.84M3.89%+20,04813F-HRTimeline
WMS Partners, LLC134,281$8.74M0.49%-7,10713F-HRTimeline
Apeiron RIA LLC124,535$8.1M2.27%+6,58613F-HRTimeline
Mraz, Amerine & Associates, Inc.120,488$7.84M1.4%+5,84613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,138$7.62M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,976$7.55M<0.01%+36,75013F-HRTimelineGroup
Orion Porfolio Solutions, LLC115,587$7.52M0.07%-12,04213F-HRTimeline
Orion Portfolio Solutions, LLC115,587$7.52M0.07%-12,04213F-HRTimeline
Strategic Blueprint, LLC115,243$7.5M0.45%+3,83713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC114,359$7.44M3.54%+23,08913F-HRTimeline
Aerodigm Wealth, LLC111,542$7.26M4.34%+11,87313F-HRTimeline
Private Wealth Management Group, LLC109,406$7.12M2.73%+16,84213F-HRTimeline
Betterment LLC107,945$7.03M0.02%+7,37213F-HRTimeline
ANDERSON HOAGLAND & CO105,120$6.83M0.7%-12913F-HRTimeline
NewEdge Advisors, LLC101,224$6.59M0.04%+5,26413F-HRTimeline
Seven Springs Wealth Group, LLC100,725$6.56M2.44%+54313F-HRTimeline
Porter White Investment Advisors, Inc.98,877$6.43M3.26%+3,16313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC98,329$6.4M0.81%+14,05313F-HRTimeline
WMG Financial Advisors, LLC94,908$6.18M2.66%+4,71313F-HRTimeline
Allworth Financial LP92,180$6.07M0.03%+91,97813F-HRTimeline
Wedmont Private Capital94,131$6.01M0.32%+7,86213F-HRTimeline
CoreFirst Bank & Trust91,990$5.99M3.56%-49713F-HRTimeline
LIBRA WEALTH LLC91,584$5.96M2.32%+19,07713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC91,019$5.92M2.72%-1813F-HRTimeline
Pallas Capital Advisors LLC89,481$5.82M0.25%-70413F-HRTimeline
Mariner, LLCin group Mariner, LLC88,213$5.74M0.01%-5,16413F-HRTimelineGroup
WealthCollab, LLC86,914$5.66M3.63%+6,91213F-HRTimeline
Magnus Financial Group LLC86,567$5.63M0.54%+4,63413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,505$5.63M<0.01%+1,93013F-HRTimelineGroup
Truepoint, Inc.86,053$5.6M0.15%+4,76313F-HRTimeline
Fonville Wealth Management LLC85,711$5.58M1.84%+9,91813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC85,138$5.54M2.82%+48,68713F-HRTimeline
OneDigital Investment Advisors LLC83,435$5.43M0.06%+4,25613F-HRTimeline
REAP Financial Group, LLC81,968$5.33M1.32%+28413F-HRTimeline
Oceanside Advisors LLC81,385$5.3M3.95%+3,33113F-HRTimeline
Aveo Capital Partners, LLC80,950$5.27M0.58%-9,35513F-HRTimeline
Klaas Financial Asset Advisors, LLC80,817$5.26M0.93%+1,62513F-HRTimeline
Parkshore Wealth Management, Inc.79,731$5.19M3.12%13F-HRTimeline
Bison Wealth, LLC79,136$5.15M0.63%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC77,959$5.07M0.48%+6,34713F-HRTimeline
Chicago Partners Investment Group LLC77,288$5.01M0.17%+4,48713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC75,775$4.93M5%13F-HRTimeline
SMITH, MOORE & CO.75,508$4.91M0.45%+3,29113F-HRTimeline
TD Waterhouse Canada Inc.73,904$4.81M0.04%+20,22213F-HRTimeline
Golden Bell Financial Planning LLC73,276$4.77M4.79%13F-HRTimeline
Greenline Partners, LLC72,973$4.75M0.66%new13F-HRTimeline
XY Planning Network, Inc.72,946$4.75M3.57%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC73,985$4.74M3.55%+2,46513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…70,671$4.6M1.14%+1,11813F-HRTimeline
Rialto Wealth Management, LLC70,406$4.58M1.51%13F-HRTimeline
Friday Financial69,414$4.52M3.11%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC68,873$4.48M0.01%+27,39813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC68,495$4.46M0.01%+3,28813F-HRTimeline
Physician Wealth Solutions Inc.67,577$4.4M2.2%+1,63113F-HRTimeline
Fortress Wealth Management, Inc.66,675$4.34M2.1%+4,71513F-HRTimeline
Checchi Capital Advisers, LLC66,170$4.31M0.32%-12,71913F-HRTimeline
Fortitude Family Office, LLC64,744$4.21M1.51%+12,31213F-HRTimeline
Ballentine Capital Advisors, Inc63,612$4.14M2.14%+39413F-HRTimeline
Bull Oak Capital, LLC62,973$4.1M2.28%+5,47713F-HRTimeline
KEB ASSET MANAGEMENT, LLC62,925$4.1M1.18%+39,34913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.62,046$4.04M1.35%+53,39413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS61,638$4.01M1.71%+6,65013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,487$4M<0.01%+23,82613F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC60,887$3.96M2.47%new13F-HRTimeline
PCG Wealth Advisors, LLC60,565$3.94M1.46%+35613F-HRTimeline
Brady Martz Wealth Solutions, LLC60,307$3.86M0.93%13F-HRTimeline
Stokes Family Office, LLC57,952$3.77M0.4%+1,25213F-HRTimeline
MML INVESTORS SERVICES, LLC57,941$3.77M0.01%+3,54613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC57,040$3.71M0.47%+71213F-HRTimeline
Cypress Point Wealth Management, LLC56,944$3.71M1.15%-1,25113F-HRTimeline
Stone Summit Wealth LLC56,582$3.68M1.24%-1,45713F-HRTimeline
COWA, LLC57,135$3.65M1.68%+25,73613F-HRTimeline
Capasso Planning Partners LLC55,887$3.64M1.45%-5,70413F-HRTimeline
Symmetry Partners, LLC55,238$3.59M0.51%+34,42213F-HRTimeline
Oak Wealth Advisors LLC54,749$3.56M2.74%13F-HRTimeline
Federation des caisses Desjardins du Qu…54,592$3.55M0.02%-19013F-HRTimeline
Kings Path Partners LLC54,488$3.55M1.51%+7,03213F-HRTimeline
Cetera Investment Advisers53,962$3.51M0.01%-2,12113F-HRTimeline
Schulz Wealth, LTD.53,211$3.46M2.66%+2,30113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC53,159$3.46M2.86%13F-HRTimeline
Versant Capital Management, Inc52,782$3.44M0.74%+31113F-HRTimeline
Frontier Asset Management, LLC52,027$3.39M1.12%-38,19113F-HRTimeline
Avant Financial Advisors LLC51,736$3.37M3.09%13F-HRTimeline
Destiny Wealth Partners, LLC50,025$3.26M0.53%+85713F-HRTimeline
Telos Capital Management, Inc.50,010$3.25M0.35%new13F-HRTimeline
Bright Futures Wealth Management, LLC.48,777$3.23M2.87%-1,03113F-HRTimeline
Discipline Wealth Solutions, LLC46,919$3.05M1.41%+3,81913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…44,408$2.89M0.16%+2,53813F-HRTimelineGroup
Empire Financial Management Company, LLC42,737$2.78M0.87%+2,63713F-HRTimeline
Synergy Investment Management, LLC42,174$2.74M1.18%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,055$2.74M<0.01%-4,75213F-HRTimelineGroup
Continuum Advisory, LLC41,651$2.71M0.35%+67013F-HRTimeline
Waterfront Wealth Inc.40,804$2.66M0.65%+1313F-HRTimeline
Prospect Financial Group LLC39,846$2.59M3.19%13F-HRTimeline
CURIO WEALTH, LLC38,684$2.52M1.35%13F-HRTimeline
FIDELITY D & D BANCORP INC38,251$2.49M1.66%+7,23813F-HR/ATimeline
Foundations Investment Advisors, LLC36,809$2.4M0.05%+2,23213F-HRTimeline
WealthShield Partners, LLC36,794$2.39M0.34%-16,53613F-HRTimeline
Tortoise Investment Management, LLC36,741$2.39M0.25%+18613F-HR/ATimeline
Efficient Frontier Advisors LLC36,536$2.38M1.57%+9513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC36,205$2.34M1.81%+3,70813F-HRTimeline
EARNED WEALTH ADVISORS, LLC35,944$2.34M0.75%+1,73113F-HRTimeline
Equita Financial Network, Inc.35,903$2.34M0.84%-4213F-HRTimeline
CWM, LLCin group CWM, LLC35,785$2.33M0.01%-12,53513F-HRTimelineGroup
Private Advisor Group, LLC35,242$2.29M0.01%-21,24413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC34,816$2.27M0.38%+7,48813F-HRTimeline
Advisory Services Network, LLC34,708$2.26M0.04%-4,91213F-HRTimeline
RCS Financial Planning, LLC33,728$2.2M1.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,652$2.19M<0.01%+4,04513F-HR/ATimelineGroup
AIRE ADVISORS, LLC33,659$2.19M0.45%+45213F-HRTimeline
CLARIS ADVISORS, LLC / MO /33,441$2.18M0.82%+7,89913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding31,262$2.03M+9,077Timeline
Financial Engines Advisors L.L.C.30,987$2.02M<0.01%+12,39813F-HRTimeline
UBS Group AGin group UBS Group AG29,359$1.91M<0.01%+3,19313F-HRTimelineGroup