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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

474 managers (477 13F filers) reported a position in AVDV shares at 2025-06-30, 97,106,548 shares in all. 57 filers opened a position and 18 filers sold out during the quarter.

Managers
474
13F filers
477
New
57
Added
223
Reduced
140
Sold out
18
Shares held by filers
97,106,548

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Creative Planningin group Creative Planning18,388,604$1.46B1.25%+3,945,12213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,928,410$866M6.23%+254,29813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,776,974$613M0.46%+1,587,43713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding7,360,289$584M+180,442Timeline
Accredited Investors Inc.2,492,034$198M11.68%+8,45413F-HRTimeline
Mason Investment Advisory Services, Inc.2,455,994$195M10.62%+23,93513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,204,639$175M+6,521Timeline
Modera Wealth Management, LLC1,811,931$144M1.78%+152,07413F-HRTimeline
Haverford Trust Co1,661,796$132M1.25%+23,76713F-HRTimeline
Pure Financial Advisors, LLC1,623,192$129M2.27%+6,28713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,317,162$104M0.19%+7,49813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,264,280$100M0.09%+1,241,60213F-HRTimelineGroup
Unison Advisors LLC1,176,012$93.2M10.43%+11,53413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,053,453$83.5M0.11%-66,67513F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC940,441$74.6M0.04%+251,63813F-HRTimelineGroup
LPL Financial LLC858,900$68.1M0.02%+35,39413F-HRTimeline
TCI Wealth Advisors, Inc.674,075$53.4M3.66%+10,94913F-HRTimeline
Empowered Funds, LLC657,690$52.1M0.59%-57,71113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY657,106$52.1M<0.01%+208,60913F-HRTimelineGroup
Sequoia Financial Advisors, LLC599,107$47.5M0.33%+18,50313F-HRTimeline
Frontier Asset Management, LLC598,287$47.4M12.91%+2,21513F-HRTimeline
Foster Group, Inc.587,363$46.6M1.59%-30,03013F-HRTimeline
HighTower Advisors, LLC585,106$46.4M0.06%-22,21613F-HRTimeline
Empirical Financial Services, LLC d.b.a…578,543$45.9M1.04%+19,79713F-HRTimeline
Burton Enright Welch553,539$43.9M7.61%+57413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska540,154$42.6M5.76%+13,49013F-HRTimelineGroup
Divergent Planning, LLC531,625$42.2M12.46%+8,17713F-HR/ATimeline
Hill Investment Group Partners, LLC518,512$41.1M5.35%-53,98913F-HRTimeline
PrairieView Partners, LLC482,251$38.2M3.7%-18,72713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC473,118$37.5M0.35%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/463,992$36.8M0.02%+52,05413F-HRTimelineGroup
Brickley Wealth Management451,681$35.8M7.01%-1,27613F-HRTimeline
Beaird Harris Wealth Management, LLC440,807$34.9M2.7%+2,54213F-HRTimeline
Annex Advisory Services, LLC421,957$33.5M0.81%+47,08313F-HRTimeline
Apella Capital, LLC422,074$33.4M0.91%+41,23713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC410,296$32.5M4.11%-16,97413F-HRTimeline
AlphaCore Capital LLC410,202$32.5M1.24%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…388,265$30.8M0.02%+123,02813F-HRTimelineGroup
Cresset Asset Management, LLC383,222$30.4M0.15%-5,89413F-HR/ATimeline
Greenline Partners, LLC345,835$27.4M3.69%-28,11213F-HRTimeline
Opus Capital Group, LLC340,110$27M3.23%-6,40513F-HRTimeline
Meredith Wealth Planning330,653$26.2M9.52%+25,13513F-HRTimeline
Marquette Asset Management, LLC320,652$25.4M4.26%+2,45113F-HRTimeline
CogentBlue Wealth Advisors, LLC303,109$24M18.4%-7,26513F-HRTimeline
Allegiance Financial Group Advisory Ser…302,932$24M6.36%+19,87713F-HRTimeline
Werba Rubin Papier Wealth Management302,162$24M4.5%+10,10113F-HRTimeline
Willow Creek Wealth Management Inc.295,235$23.4M2.11%+13,87113F-HRTimeline
Prime Capital Investment Advisors, LLC292,219$23.2M0.31%-13,53613F-HRTimeline
Cetera Investment Advisers280,710$22.3M0.04%+122,22713F-HRTimeline
Efficient Advisors, LLC272,692$21.6M1.29%-29,88713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.270,620$21.5M0.98%+12,04113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC268,428$21.3M0.03%-31,57213F-HRTimelineGroup
DEFINE FINANCIAL, LLC263,827$20.9M13.78%-3,60813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC261,061$20.7M3.74%+3,84713F-HRTimeline
Falcon Wealth Planning259,646$20.6M2.08%-12,50013F-HRTimeline
ATWOOD & PALMER INC252,608$20M1.25%+8,55613F-HRTimeline
Kondo Wealth Advisors, Inc.245,782$19.5M8.61%+8,44313F-HRTimeline
Emprise Bank245,701$19.5M9.35%+21,29913F-HRTimeline
Morton Brown Family Wealth, LLC237,808$18.9M5.74%+21,56413F-HRTimeline
Peirce Capital Management, LLC232,271$18.4M8.16%-14,11313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC231,518$18.4M0.07%+61,77013F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC225,669$17.9M10.41%-5,10613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC213,170$17.1M3.06%+4,32013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC209,108$16.6M0.21%-45,74013F-HRTimeline
Quantum Financial Advisors, LLC204,299$16.2M2.19%+52313F-HRTimeline
Wealth Architects, LLC196,628$15.6M1.58%-3,39713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,803$14.8M0.02%+73,94513F-HRTimeline
McMill Wealth Management183,860$14.6M4.82%-5,25313F-HRTimeline
Prosperity Planning, Inc.182,237$14.4M4.17%+4,66813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,152$14.4M<0.01%+33,40113F-HRTimelineGroup
Squire Investment Management Company, L…177,607$14.1M5.19%+11,66113F-HRTimeline
NOTTINGHAM ADVISORS, INC.177,349$14.1M2.09%-3,83613F-HRTimeline
Plancorp, LLC175,860$13.9M0.48%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…175,217$13.9M5.31%+1,10713F-HRTimeline
Oakwell Private Wealth Management, LLC170,192$13.5M3.11%+15,89613F-HRTimeline
Perigon Wealth Management, LLC169,616$13.4M0.31%+2,67613F-HRTimeline
Waverly Advisors, LLC163,889$13M0.14%-91113F-HRTimeline
Flagstone Financial Management163,195$12.9M3.71%-3,57913F-HRTimeline
Kaufman Rossin Wealth, LLC158,410$12.6M7.95%+15,03713F-HRTimeline
Valued Wealth Advisors LLC155,023$12.3M6.41%-1,79813F-HRTimeline
Strategic Blueprint, LLC153,583$12.2M0.6%+77713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.151,152$12M4.15%-1,61413F-HRTimeline
Larson Financial Group LLC147,044$11.7M0.47%-15,16513F-HRTimeline
JRM Investment Counsel, LLC145,529$11.5M3.71%+7,93813F-HRTimeline
Intergy Private Wealth, LLC144,159$11.4M3.9%-1,36713F-HRTimeline
Brady Martz Wealth Solutions, LLC143,518$11.4M2.2%+43,74813F-HRTimeline
Robinswood Financial LLC141,626$11.2M3.97%-7,98113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC139,297$11M2.84%-9,10813F-HRTimeline
Simplicity Wealth,LLC138,948$11M0.46%+73,54813F-HRTimeline
World Investment Advisors138,917$11M0.25%+5,31313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,023$10.9M0.02%-78413F-HRTimeline
Private Wealth Management Group, LLC136,407$10.8M3.59%+6,09513F-HRTimeline
D'Orazio & Associates, Inc.131,449$10.4M1.47%-22,80313F-HRTimeline
Aerodigm Wealth, LLC128,926$10.2M4.91%-30,56113F-HRTimeline
Apeiron RIA LLC127,218$10.1M2.6%+2,22013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC125,485$9.95M3.98%+3,15413F-HRTimeline
Mraz, Amerine & Associates, Inc.123,431$9.79M1.57%+4,16513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/120,620$9.56M<0.01%+11,35113F-HRTimelineGroup
Orion Porfolio Solutions, LLC117,624$9.33M0.08%+8,64713F-HR/ATimeline
HB Wealth Management, LLC115,495$9.16M0.07%-11,84113F-HRTimeline
CoreFirst Bank & Trust114,987$9.12M5.15%-13113F-HRTimeline
LIBRA WEALTH LLC113,805$9.02M2.95%+39013F-HRTimeline
Mariner, LLCin group Mariner, LLC113,381$8.99M0.01%+19,71113F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC113,379$8.99M2.24%+32,66713F-HRTimeline
Seven Springs Wealth Group, LLC111,403$8.83M2.19%+7,23213F-HRTimeline
Merit Financial Group, LLC110,191$8.74M0.1%-861,21013F-HRTimeline
Wedmont Private Capital107,809$8.72M0.37%+1,03613F-HRTimeline
UBS Group AGin group UBS Group AG109,147$8.65M<0.01%+69,78213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,321$8.59M<0.01%+31,72713F-HRTimelineGroup
Checchi Capital Advisers, LLC108,154$8.57M0.6%+32,17513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC104,248$8.35M0.96%+52913F-HRTimeline
HMV Wealth Advisors, LLC105,110$8.33M5.46%+32,65013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC103,791$8.23M3.69%+14,62113F-HRTimeline
B&D White Capital Company, LLC103,662$8.22M1.25%+52,69413F-HRTimeline
Fonville Wealth Management LLC103,323$8.19M2.07%+11,47813F-HRTimeline
WMG Financial Advisors, LLC101,528$8.05M2.98%+2,27613F-HRTimeline
Porter White Investment Advisors, Inc.100,731$7.99M3.72%-2,84213F-HRTimeline
Betterment LLC99,278$7.87M0.02%-7,12813F-HRTimeline
Rialto Wealth Management, LLC95,629$7.58M2.12%+15,27413F-HRTimeline
Magnus Financial Group LLC94,836$7.52M0.66%+3,27613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC92,402$7.33M3.35%+29813F-HRTimeline
WealthCollab, LLC90,044$7.14M4.01%+61013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC89,442$7.09M6.39%+5,94913F-HRTimeline
ANDERSON HOAGLAND & CO87,970$6.97M0.67%-1,43913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.86,493$6.86M1.77%+3,06113F-HRTimeline
Friday Financial86,406$6.85M3.49%-1,51813F-HRTimeline
Fort Vancouver Investment Management, L…86,402$6.85M4.68%+13,15313F-HRTimeline
REAP Financial Group, LLC86,154$6.83M1.6%-2,99413F-HRTimeline
Bison Wealth, LLC84,958$6.74M0.53%-13913F-HRTimeline
Klaas Financial Asset Advisors, LLC83,405$6.61M1.05%+1,54213F-HRTimeline
Community Bank, N.A.83,363$6.61M0.87%+16713F-HRTimeline
Symmetry Partners, LLC82,655$6.55M0.81%+15,95513F-HRTimeline
Oceanside Advisors LLC82,490$6.54M4.37%-1,17813F-HRTimeline
Beta Wealth Group, Inc.82,279$6.52M2.39%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC82,109$6.51M0.01%+5,90913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC81,529$6.46M0.02%+3,88013F-HRTimeline
SMITH, MOORE & CO.79,410$6.3M0.53%-1,92613F-HRTimeline
TD Waterhouse Canada Inc.78,836$6.24M0.04%+59813F-HRTimeline
CARDIFF PARK ADVISORS, LLC78,420$6.22M0.54%+94813F-HRTimeline
Trilogy Capital Inc.78,282$6.21M0.3%-1,62013F-HRTimeline
Bull Oak Capital, LLC76,817$6.09M2.77%-17,56513F-HRTimeline
Per Stirling Capital Management, LLC.75,701$6M0.78%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,627$6M<0.01%+20,29413F-HR/ATimelineGroup
Truepoint, Inc.71,735$5.69M0.14%-12,06113F-HRTimeline
Financial Futures Ltd Liability Co.70,472$5.59M2.99%+65,62813F-HRTimeline
Blue Investment Partners LLC69,973$5.55M1.95%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS69,302$5.49M2.02%+3,01113F-HRTimeline
Parkshore Wealth Management, Inc.68,897$5.46M2.67%-14,05813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…68,377$5.42M1.24%-1,86213F-HRTimeline
Golden Bell Financial Planning LLC68,307$5.42M5.1%-3,93713F-HRTimeline
Allworth Financial LP68,161$5.4M0.03%-41,48113F-HRTimeline
Schulz Wealth, LTD.66,714$5.29M3.95%+8,60013F-HRTimeline
Chicago Partners Investment Group LLC63,295$5.27M0.15%-94213F-HRTimeline
COWA, LLC65,392$5.19M1.98%+5,37813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC65,398$5.18M2.87%-4,93613F-HRTimeline
Stokes Family Office, LLC65,001$5.15M0.54%-18813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC64,808$5.14M3.66%-4,83513F-HRTimeline
Physician Wealth Solutions Inc.64,568$5.12M2.37%-2,27313F-HRTimeline
Ballentine Capital Advisors, Inc64,444$5.11M2.42%-48513F-HRTimeline
Oak Wealth Advisors LLC64,158$5.09M3.26%+3,91113F-HRTimeline
Fortress Wealth Management, Inc.64,126$5.08M2.45%+85213F-HRTimeline
HILL ISLAND FINANCIAL LLC60,887$4.83M1.35%new13F-HRTimeline
XY Planning Network, Inc.60,623$4.81M1.64%-5,89713F-HRTimeline
Caliber Wealth Management, LLC / KS58,966$4.67M0.5%+7,08913F-HRTimeline
Avant Financial Advisors LLC57,972$4.6M3.79%+2,61313F-HRTimeline
OneDigital Investment Advisors LLC57,842$4.59M0.05%-25,01313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding57,515$4.56M+20,941Timeline
NewEdge Advisors, LLC56,278$4.46M0.02%-71,20113F-HRTimeline
Discipline Wealth Solutions, LLC55,606$4.41M1.69%+11,07813F-HRTimeline
Fortitude Family Office, LLC55,362$4.39M1.45%-29,10713F-HRTimeline
Cypress Point Wealth Management, LLC54,971$4.36M1.06%-2,30413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC54,615$4.33M3.32%+20613F-HRTimeline
Telos Capital Management, Inc.53,355$4.23M0.43%+1,58013F-HRTimeline
Kings Path Partners LLC53,133$4.21M1.7%-1,82613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,792$4.19M0.1%+8013F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC52,542$4.17M0.6%+9,03413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,193$4.14M0.52%-3,20213F-HRTimeline
Stone Summit Wealth LLC51,926$4.12M1.28%-4,80013F-HRTimeline
CURIO WEALTH, LLC51,647$4.09M1.79%+51,38913F-HRTimeline
Versant Capital Management, Inc51,523$4.08M0.62%-1,29313F-HRTimeline
Empire Financial Management Company, LLC51,458$4.08M1.18%+5,65413F-HRTimeline
Destiny Wealth Partners, LLC50,641$4.01M0.54%-68913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,298$3.99M0.18%+4,29713F-HRTimelineGroup
Leibman Financial Services, Inc.50,115$3.97M3.05%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /49,135$3.9M1.36%+2,90213F-HRTimeline
Federation des caisses Desjardins du Qu…46,555$3.69M0.02%-4,97313F-HRTimeline
Tortoise Investment Management, LLC43,883$3.48M0.33%+17813F-HRTimeline
Haven Private, LLC43,527$3.45M1.53%+16,38513F-HRTimeline
Stegent Equity Advisors, Inc.41,352$3.28M2.9%+28,03413F-HRTimeline
CWM, LLCin group CWM, LLC40,838$3.24M0.01%-1,25313F-HRTimelineGroup
Waterfront Wealth Inc.40,796$3.23M0.73%-1,29413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,579$3.22M0.01%+2,77813F-HR/ATimelineGroup
Prospect Financial Group LLC40,579$3.22M3.36%+73313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers40,219$3.19M0.01%+8,67313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,964$3.17M<0.01%new13F-HRTimelineGroup
FIDELITY D & D BANCORP INC39,904$3.16M1.94%-32713F-HRTimeline
Farther Finance Advisors, LLC39,613$3.14M0.06%+21,34313F-HRTimeline
AIRE ADVISORS, LLC39,026$3.09M0.6%+5,27413F-HRTimeline
Continuum Advisory, LLC38,629$3.06M0.37%-21713F-HRTimeline
WealthShield Partners, LLC38,164$3.03M0.37%+1,06613F-HRTimeline