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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

438 managers (441 13F filers) reported a position in AVDV shares at 2025-03-31, 89,694,320 shares in all. 51 filers opened a position and 29 filers sold out during the quarter.

Managers
438
13F filers
441
New
51
Added
224
Reduced
114
Sold out
29
Shares held by filers
89,694,320

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creative Planningin group Creative Planning14,443,482$1.01B0.95%+4,824,50313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,674,112$744M6.3%+794,29313F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding7,179,847$501M+790,800Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,189,537$436M0.39%+297,48513F-HR/ATimelineGroup
Accredited Investors Inc.2,483,580$173M10.75%+21,16813F-HRTimeline
Mason Investment Advisory Services, Inc.2,432,059$170M10.24%-50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,198,118$153M+1,193,016Timeline
Modera Wealth Management, LLC1,659,857$116M1.57%+1,506,13113F-HRTimeline
Haverford Trust Co1,638,029$114M1.15%-37,00113F-HRTimeline
Pure Financial Advisors, LLC1,616,905$113M2.36%+100,72313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,309,664$91.3M0.19%+50,37313F-HRTimelineGroup
Unison Advisors LLC1,164,478$81.2M10.33%-3,68713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,120,128$78.1M0.13%+154,33713F-HRTimelineGroup
Merit Financial Group, LLC971,401$67.7M1.02%+81,81113F-HRTimeline
LPL Financial LLC823,506$57.4M0.02%+450,01013F-HRTimeline
CCM INVESTMENT GROUP, LLC715,192$50.4M5.33%+9,82313F-HRTimeline
Empowered Funds, LLC715,401$49.9M0.71%+7,94213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC688,803$48M0.03%+88,96713F-HRTimelineGroup
TCI Wealth Advisors, Inc.663,126$46.2M3.7%+13,69413F-HRTimeline
Foster Group, Inc.617,393$43.1M1.61%013F-HRTimeline
HighTower Advisors, LLC607,322$42.4M0.06%-9,30413F-HRTimeline
Frontier Asset Management, LLC596,072$41.6M12.06%+544,04513F-HRTimeline
Sequoia Financial Advisors, LLC580,604$40.5M0.31%new13F-HRTimeline
Hill Investment Group Partners, LLC572,501$39.9M5.48%-18,10513F-HRTimeline
Empirical Financial Services, LLC d.b.a…558,746$39M1.01%+31,52113F-HRTimeline
Burton Enright Welch552,965$38.6M7.84%+9,35913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska526,664$36.7M5.59%+28,79013F-HRTimelineGroup
Divergent Planning, LLC523,448$35.6M11.83%+11,27713F-HRTimeline
PrairieView Partners, LLC500,978$34.9M3.65%+12,48513F-HRTimeline
Brickley Wealth Management452,957$31.6M6.55%+2,52513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY448,497$31.3M<0.01%+46,49013F-HRTimelineGroup
Callan Capital, LLC448,149$31.3M2.31%+4,67713F-HRTimeline
Beaird Harris Wealth Management, LLC438,265$30.6M2.6%+20,23113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC427,270$29.8M4.12%+7,38813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/411,938$28.7M0.01%+172,28213F-HRTimelineGroup
Cresset Asset Management, LLC389,116$27.1M0.14%+384,84613F-HRTimeline
Annex Advisory Services, LLC374,874$26.1M0.74%-176,74513F-HRTimeline
Greenline Partners, LLC373,947$26.1M4.06%+300,97413F-HRTimeline
Apella Capital, LLC380,837$25.4M0.87%+98,69913F-HRTimeline
Opus Capital Group, LLC346,515$24.2M3.11%-6,51513F-HRTimeline
Marquette Asset Management, LLC318,201$22.2M3.91%+5,39213F-HRTimeline
CogentBlue Wealth Advisors, LLC310,374$21.6M19%-54713F-HRTimeline
Prime Capital Investment Advisors, LLC305,755$21.3M0.25%-87913F-HRTimeline
Meredith Wealth Planning305,518$21.3M9.4%+3,90513F-HRTimeline
Efficient Advisors, LLC302,579$21.1M1.37%-38,76013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC300,000$20.9M0.04%+138,08913F-HR/ATimelineGroup
Werba Rubin Papier Wealth Management292,061$20.4M4.43%+6,20913F-HRTimeline
Allegiance Financial Group Advisory Ser…283,055$19.7M6%+19,89913F-HRTimeline
Willow Creek Wealth Management Inc.281,364$19.6M1.91%+35,44313F-HRTimeline
Falcon Wealth Planning272,146$19M2.11%+25,33413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…265,237$18.5M0.02%-1,141,33913F-HRTimelineGroup
DEFINE FINANCIAL, LLC267,435$18.1M13.78%+17,63713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.258,579$18M0.96%-3,94813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC257,214$17.9M3.57%+22,13513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC254,848$17.8M0.32%new13F-HRTimeline
Peirce Capital Management, LLC246,384$17.2M8.5%+22,04013F-HRTimeline
ATWOOD & PALMER INC244,052$17M1.18%+1,29913F-HRTimeline
Kondo Wealth Advisors, Inc.237,339$16.6M8.16%+19,59413F-HRTimeline
QUARRY HILL ADVISORS, LLC230,775$16.1M10.46%+13,89413F-HRTimeline
Emprise Bank224,402$15.6M8.37%+86,63613F-HRTimeline
Morton Brown Family Wealth, LLC216,244$15.1M5.13%+14,74613F-HRTimeline
Great Point Wealth Advisors, LLC209,508$14.6M3.16%-2,77513F-HRTimeline
Quantum Financial Advisors, LLC203,776$14.2M2.12%-8,63913F-HRTimeline
Wealth Architects, LLC200,025$13.9M1.54%+6,85913F-HR/ATimeline
McMill Wealth Management189,113$13.2M4.75%+19,08513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC208,850$12.9M2.9%-4,14713F-HRTimeline
NOTTINGHAM ADVISORS, INC.181,185$12.6M1.93%+38,44513F-HRTimeline
Prosperity Planning, Inc.177,569$12.4M3.88%+12,43213F-HRTimeline
Plancorp, LLC175,860$12.3M0.49%+3,39013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC169,748$11.8M0.05%+16,42613F-HRTimelineGroup
Perigon Wealth Management, LLC166,940$11.6M0.3%+81713F-HRTimeline
Flagstone Financial Management166,774$11.6M3.75%+3,21213F-HRTimeline
Squire Investment Management Company, L…165,946$11.6M4.82%+30,05813F-HRTimeline
Waverly Advisors, LLC164,800$11.5M0.14%-26313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…174,110$11.5M4.67%-3,87013F-HRTimeline
Larson Financial Group LLC162,209$11.3M0.54%-5,25513F-HRTimeline
Aerodigm Wealth, LLC159,487$11.1M6.2%+47,94513F-HRTimeline
Cetera Investment Advisers158,483$11.1M0.02%+104,52113F-HRTimeline
Valued Wealth Advisors LLC156,821$10.9M6.56%+6,97413F-HRTimeline
Oakwell Private Wealth Management, LLC154,296$10.8M2.97%+8,03613F-HRTimeline
D'Orazio & Associates, Inc.154,252$10.8M1.64%+4,37313F-HRTimeline
Strategic Blueprint, LLC152,806$10.7M0.58%+37,56313F-HRTimeline
Robinswood Financial LLC149,607$10.4M3.86%+4,81513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,751$10.4M<0.01%+31,61313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC148,405$10.3M2.8%+3,28213F-HRTimeline
Intergy Private Wealth, LLC145,526$10.1M3.86%+2,26813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.152,766$10M4.1%-3,95613F-HRTimeline
Kaufman Rossin Wealth, LLC143,373$10M7.15%+7,03713F-HRTimeline
Aveo Capital Partners, LLC135,730$9.95M1.66%+54,78013F-HRTimeline
JRM Investment Counsel, LLC137,591$9.6M3.27%-2,14613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,807$9.54M0.02%-1,44813F-HRTimeline
World Investment Advisors133,604$9.32M0.24%new13F-HRTimeline
Private Wealth Management Group, LLC130,312$9.09M3.35%+20,90613F-HRTimeline
NewEdge Advisors, LLC127,479$8.89M0.05%+26,25513F-HRTimeline
HB Wealth Management, LLC127,336$8.88M0.07%new13F-HRTimeline
Apeiron RIA LLC124,998$8.72M2.64%+46313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC122,331$8.53M3.89%+7,97213F-HRTimeline
Mraz, Amerine & Associates, Inc.119,266$8.41M1.45%-1,22213F-HR/ATimeline
CoreFirst Bank & Trust115,118$8.03M5.16%+23,12813F-HRTimeline
LIBRA WEALTH LLC113,415$7.91M2.97%+21,83113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,858$7.87M0.01%+44,36313F-HRTimeline
Allworth Financial LP109,642$7.84M0.04%+17,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,269$7.62M<0.01%+22,76413F-HRTimelineGroup
Orion Porfolio Solutions, LLC108,977$7.6M0.07%-6,61013F-HRTimeline
Orion Portfolio Solutions, LLC108,977$7.6M0.07%-6,61013F-HR/ATimeline
Betterment LLC106,406$7.42M0.02%-1,53913F-HRTimeline
Private Advisor Group, LLC104,307$7.27M0.04%+69,06513F-HRTimeline
Seven Springs Wealth Group, LLC104,171$7.26M2.59%+3,44613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC103,719$7.26M0.96%+5,39013F-HRTimeline
Porter White Investment Advisors, Inc.103,573$7.22M3.57%+4,69613F-HRTimeline
Wedmont Private Capital106,773$7.22M0.37%+12,64213F-HRTimeline
Brady Martz Wealth Solutions, LLC99,770$6.96M1.58%+39,46313F-HRTimeline
WMG Financial Advisors, LLC99,252$6.92M2.94%+4,34413F-HRTimeline
Bull Oak Capital, LLC94,382$6.58M3.59%+31,40913F-HRTimeline
Mariner, LLCin group Mariner, LLC93,670$6.53M0.01%+5,45713F-HRTimelineGroup
Fonville Wealth Management LLC91,845$6.44M1.9%+6,13413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC92,104$6.42M3.2%+1,08513F-HRTimeline
Magnus Financial Group LLC91,560$6.39M0.62%+4,99313F-HRTimeline
WealthCollab, LLC89,434$6.24M3.86%+2,52013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC89,170$6.22M3.16%+4,03213F-HRTimeline
REAP Financial Group, LLC89,148$6.22M1.54%+7,18013F-HRTimeline
Friday Financial87,924$6.14M3.67%+18,51013F-HRTimeline
Pallas Capital Advisors LLC86,978$6.07M0.25%-2,50313F-HRTimeline
Bison Wealth, LLC85,097$5.93M0.55%+5,96113F-HRTimeline
Fortitude Family Office, LLC84,469$5.89M2.11%+19,72513F-HRTimeline
Truepoint, Inc.83,796$5.84M0.16%-2,25713F-HRTimeline
Oceanside Advisors LLC83,668$5.83M4.22%+2,28313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC83,493$5.82M6.03%+7,71813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.83,432$5.82M1.7%+21,38613F-HRTimeline
Community Bank, N.A.83,196$5.8M0.78%+65,11013F-HRTimeline
Parkshore Wealth Management, Inc.82,955$5.79M3.36%+3,22413F-HRTimeline
OneDigital Investment Advisors LLC82,855$5.78M0.07%-58013F-HRTimeline
Klaas Financial Asset Advisors, LLC81,863$5.71M0.98%+1,04613F-HRTimeline
SMITH, MOORE & CO.81,336$5.67M0.53%+5,82813F-HRTimeline
KEB ASSET MANAGEMENT, LLC80,712$5.63M1.6%+17,78713F-HRTimeline
Rialto Wealth Management, LLC80,355$5.6M1.76%+9,94913F-HRTimeline
Trilogy Capital Inc.79,902$5.57M0.29%-268,55213F-HRTimeline
ANDERSON HOAGLAND & CO89,409$5.54M0.66%-15,71113F-HRTimeline
TD Waterhouse Canada Inc.78,238$5.43M0.04%+4,33413F-HRTimeline
MML INVESTORS SERVICES, LLC77,649$5.42M0.02%+19,70813F-HRTimeline
CARDIFF PARK ADVISORS, LLC77,472$5.4M0.52%-48713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,594$5.34M<0.01%-39,38213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC76,200$5.31M0.01%+7,32713F-HRTimelineGroup
Checchi Capital Advisers, LLC75,979$5.3M0.37%+9,80913F-HRTimeline
Fort Vancouver Investment Management, L…73,249$5.11M3.92%new13F-HRTimeline
HMV Wealth Advisors, LLC72,460$5.05M4.01%+51,44013F-HRTimeline
Golden Bell Financial Planning LLC72,244$5.04M4.89%-1,03213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC70,334$4.91M2.9%+9,44713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…70,239$4.9M1.17%-43213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC69,643$4.86M3.44%-4,34213F-HRTimeline
Chicago Partners Investment Group LLC64,237$4.71M0.16%-13,05113F-HRTimeline
Physician Wealth Solutions Inc.66,841$4.66M2.34%-73613F-HRTimeline
Symmetry Partners, LLC66,700$4.65M0.65%+11,46213F-HRTimeline
XY Planning Network, Inc.66,520$4.64M3.09%-6,42613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS66,291$4.62M1.87%+4,65313F-HRTimeline
Simplicity Wealth,LLC65,400$4.56M0.35%new13F-HRTimeline
Stokes Family Office, LLC65,189$4.55M0.51%+7,23713F-HRTimeline
Ballentine Capital Advisors, Inc64,929$4.53M2.3%+1,31713F-HRTimeline
Fortress Wealth Management, Inc.63,274$4.41M2.29%-3,40113F-HRTimeline
Oak Wealth Advisors LLC60,247$4.2M3.11%+5,49813F-HRTimeline
COWA, LLC60,014$4.19M1.79%+2,87913F-HRTimeline
PCG Wealth Advisors, LLC58,645$4.09M1.43%-1,92013F-HRTimeline
Schulz Wealth, LTD.58,114$4.05M3.09%+4,90313F-HRTimeline
Cypress Point Wealth Management, LLC57,275$3.99M1.27%+33113F-HRTimeline
Stone Summit Wealth LLC56,726$3.96M1.34%+14413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC55,395$3.86M0.52%-1,64513F-HRTimeline
Avant Financial Advisors LLC55,359$3.86M3.5%+3,62313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,333$3.86M<0.01%-6,15413F-HR/ATimelineGroup
Kings Path Partners LLC54,959$3.83M1.88%+47113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC54,409$3.79M3.1%+1,25013F-HRTimeline
Versant Capital Management, Inc52,816$3.68M0.62%+3413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,712$3.68M0.1%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS51,877$3.62M0.49%13F-HRTimeline
Telos Capital Management, Inc.51,775$3.61M0.39%+1,76513F-HRTimeline
Federation des caisses Desjardins du Qu…51,528$3.59M0.02%-3,06413F-HRTimeline
Destiny Wealth Partners, LLC51,330$3.58M0.57%+1,30513F-HRTimeline
B&D White Capital Company, LLC50,968$3.55M0.52%+36,04013F-HRTimeline
Capasso Planning Partners LLC50,201$3.5M1.47%-5,68613F-HRTimeline
CLARIS ADVISORS, LLC / MO /46,233$3.22M1.2%+12,79213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46,001$3.21M0.18%+1,59313F-HRTimelineGroup
Empire Financial Management Company, LLC45,804$3.19M0.99%+3,06713F-HRTimeline
Discipline Wealth Solutions, LLC44,528$3.11M1.48%-2,39113F-HRTimeline
Tortoise Investment Management, LLC43,705$3.05M0.32%+6,96413F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC43,508$3.03M0.51%+8,69213F-HRTimeline
Waterfront Wealth Inc.42,090$2.94M0.72%+1,28613F-HRTimeline
CWM, LLCin group CWM, LLC42,091$2.94M0.01%+6,30613F-HRTimelineGroup
Bright Futures Wealth Management, LLC.41,243$2.89M3.17%-7,53413F-HRTimeline
FIDELITY D & D BANCORP INC40,231$2.81M1.85%+1,98013F-HRTimeline
Prospect Financial Group LLC39,846$2.78M3.54%013F-HRTimeline
UBS Group AGin group UBS Group AG39,365$2.75M<0.01%+10,00613F-HRTimelineGroup
Continuum Advisory, LLC38,846$2.71M0.35%-2,80513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,866$2.64M<0.01%-4,18913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,801$2.64M0.01%+4,14913F-HRTimelineGroup
Efficient Frontier Advisors LLC37,293$2.6M1.69%+75713F-HRTimeline
EARNED WEALTH ADVISORS, LLC37,270$2.6M0.57%+1,32613F-HRTimeline
Foundations Investment Advisors, LLC37,189$2.59M0.05%+38013F-HRTimeline
CURIO WEALTH, LLC258$2.59M18.96%-38,42613F-HRTimeline
WealthShield Partners, LLC37,098$2.59M0.33%+30413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,574$2.55M+5,312Timeline
RCS Financial Planning, LLC35,964$2.51M1.32%+2,23613F-HRTimeline