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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

496 managers (499 13F filers) reported a position in AVDV shares at 2025-09-30, 113,151,450 shares in all. 60 filers opened a position and 28 filers sold out during the quarter.

Managers
496
13F filers
499
New
60
Added
226
Reduced
137
Sold out
28
Shares held by filers
113,151,450

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning20,621,860$1.84B1.4%+2,233,25613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,051,672$1.68B1.15%+11,274,69813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,508,965$1.02B6.22%+580,55513F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding7,809,872$697M+449,583Timeline
Accredited Investors Inc.2,578,796$230M12.81%+86,76213F-HRTimeline
Mason Investment Advisory Services, Inc.2,395,790$213M10.62%-60,20413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,301,537$205M+96,898Timeline
Modera Wealth Management, LLC1,977,284$176M2.04%+165,35313F-HRTimeline
Pure Financial Advisors, LLC1,669,183$149M2.37%+45,99113F-HRTimeline
Haverford Trust Co1,651,250$147M1.33%-10,54613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,326,229$118M0.19%+9,06713F-HRTimelineGroup
LPL Financial LLC1,299,367$116M0.03%+440,46713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC962,130$85.7M0.04%+21,68913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/830,593$73.9M0.03%+366,60113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY732,319$65.2M<0.01%+75,21313F-HR/ATimelineGroup
Unison Advisors LLC714,650$63.6M5.81%-461,36213F-HRTimeline
TCI Wealth Advisors, Inc.689,289$61.4M3.66%+15,21413F-HRTimeline
Sequoia Financial Advisors, LLC635,846$56.6M0.35%+36,73913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP630,982$56.2M0.09%-422,47113F-HRTimelineGroup
Frontier Asset Management, LLC597,851$53.2M13.29%-43613F-HRTimeline
Empirical Financial Services, LLC d.b.a…594,022$52.9M1.06%+15,47913F-HRTimeline
HighTower Advisors, LLC580,137$51.6M0.06%-4,96913F-HRTimeline
Foster Group, Inc.564,686$50.3M1.58%-22,67713F-HRTimeline
Burton Enright Welch561,914$50M7.55%+8,37513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska547,797$48.8M5.81%+7,64313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC540,000$48.1M0.06%+271,57213F-HRTimelineGroup
Divergent Planning, LLC532,016$47.9M12.73%+39113F-HR/ATimeline
Hill Investment Group Partners, LLC510,797$45.5M5.54%-7,71513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC473,562$42.2M0.33%+44413F-HRTimelineGroup
Brickley Wealth Management456,705$40.7M7.09%+5,02413F-HRTimeline
Annex Advisory Services, LLC449,982$40.1M0.85%+28,02513F-HRTimeline
Apella Capital, LLC446,632$39.9M0.89%+24,55813F-HRTimeline
Beaird Harris Wealth Management, LLC439,978$39.2M2.78%-82913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC403,602$35.9M4.23%-6,69413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…398,320$35.5M0.02%+10,05513F-HRTimelineGroup
Cresset Asset Management, LLC385,491$34.3M0.15%+2,26913F-HR/ATimeline
AlphaCore Capital LLC384,914$34.3M1.15%-25,28813F-HRTimeline
Horizon Investments, LLC383,828$34.2M0.45%new13F-HRTimeline
Greenline Partners, LLC370,839$33M4.01%+25,00413F-HRTimeline
Opus Capital Group, LLC340,007$30.3M3.4%-10313F-HRTimeline
Meredith Wealth Planning329,207$29.3M9.29%-1,44613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP328,190$29.2M0.03%+290,83513F-HRTimelineGroup
Cetera Investment Advisers326,009$29M0.03%+45,29913F-HRTimeline
Marquette Asset Management, LLC325,150$28.9M4.43%+4,49813F-HRTimeline
Allegiance Financial Group Advisory Ser…319,218$28.4M6.54%+16,28613F-HRTimeline
Werba Rubin Papier Wealth Management316,400$28.2M4.55%+14,23813F-HRTimeline
Willow Creek Wealth Management Inc.299,193$26.6M2.19%+3,95813F-HRTimeline
CogentBlue Wealth Advisors, LLC296,272$26.4M17.97%-6,83713F-HRTimeline
Prime Capital Investment Advisors, LLC285,856$25.4M0.32%-6,36313F-HRTimeline
Ocean Park Asset Management, LLC277,008$24.7M1.02%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.271,921$24.2M1%+1,30113F-HRTimelineGroup
Falcon Wealth Planning267,181$23.8M2.14%+7,53513F-HRTimeline
DEFINE FINANCIAL, LLC263,495$23.5M14.08%-33213F-HRTimeline
Emprise Bank259,894$23.1M9.99%+14,19313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC259,856$23.1M0.09%+28,33813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC255,595$22.8M0.26%new13F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC255,510$22.7M3.75%-5,55113F-HRTimeline
ATWOOD & PALMER INC255,233$22.7M1.33%+2,62513F-HRTimeline
Kondo Wealth Advisors, Inc.252,931$22.5M9.08%+7,14913F-HRTimeline
Efficient Advisors, LLC252,143$22.4M1.26%-20,54913F-HRTimeline
Peirce Capital Management, LLC238,149$21.2M8.81%+5,87813F-HRTimeline
Morton Brown Family Wealth, LLC236,947$21.1M6.05%-86113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC232,767$21M3.46%+19,59713F-HRTimeline
QUARRY HILL ADVISORS, LLC231,659$20.6M10.58%+5,99013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC230,749$20.5M0.01%+48,59713F-HRTimelineGroup
Quantum Financial Advisors, LLC207,295$18.5M2.25%+2,99613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC207,148$18.4M0.18%-1,96013F-HRTimeline
Wealth Architects, LLC195,394$17.4M1.64%-1,23413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC193,747$17.2M0.02%+6,94413F-HRTimeline
Great Point Wealth Advisors, LLC192,318$17.1M3.22%13F-HRTimeline
Squire Investment Management Company, L…184,297$16.4M5.34%+6,69013F-HRTimeline
McMill Wealth Management180,531$16.1M4.58%-3,32913F-HRTimeline
Prosperity Planning, Inc.178,679$15.9M4.29%-3,55813F-HRTimeline
CWM, LLCin group CWM, LLC177,832$15.8M0.05%+136,99413F-HRTimelineGroup
Perigon Wealth Management, LLC177,687$15.8M0.32%+8,07113F-HRTimeline
Plancorp, LLC176,052$15.7M0.49%+19213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…175,090$15.6M5.45%-12713F-HRTimeline
Oakwell Private Wealth Management, LLC175,011$15.6M3.13%+4,81913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NOTTINGHAM ADVISORS, INC.173,982$15.5M2.15%-3,36713F-HRTimeline
Kaufman Rossin Wealth, LLC166,041$14.8M8.09%+7,63113F-HRTimeline
Waverly Advisors, LLC164,208$14.6M0.15%+31913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163,370$14.5M<0.01%+42,75013F-HR/ATimelineGroup
Flagstone Financial Management160,846$14.3M3.78%-2,34913F-HRTimeline
Mariner, LLCin group Mariner, LLC159,859$14.2M0.02%+46,47813F-HRTimelineGroup
Valued Wealth Advisors LLC159,514$14.2M6.59%+4,49113F-HRTimeline
World Investment Advisors159,396$14.2M0.29%+20,47913F-HRTimeline
JRM Investment Counsel, LLC153,715$13.7M4.1%+8,18613F-HRTimeline
Bedel Financial Consulting, Inc.151,732$13.5M1.73%new13F-HRTimeline
Strategic Blueprint, LLC151,161$13.5M0.59%-2,42213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.150,232$13.4M4.23%-92013F-HRTimeline
Brady Martz Wealth Solutions, LLC146,902$13.1M2.37%+3,38413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…144,182$12.9M0.02%+8,15913F-HRTimeline
Private Wealth Management Group, LLC145,073$12.9M3.56%+8,66613F-HRTimeline
Intergy Private Wealth, LLC142,325$12.7M3.96%-1,83413F-HRTimeline
Larson Financial Group LLC141,669$12.6M0.44%-5,37513F-HRTimeline
Robinswood Financial LLC139,247$12.4M4.14%-2,37913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC135,359$12.1M2.89%-3,93813F-HRTimeline
HMV Wealth Advisors, LLC133,950$11.9M6.56%+28,84013F-HRTimeline
Aerodigm Wealth, LLC133,528$11.9M5%+4,60213F-HRTimeline
Mraz, Amerine & Associates, Inc.132,561$11.8M1.84%+9,13013F-HRTimeline
D'Orazio & Associates, Inc.130,377$11.6M1.53%-1,07213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130,212$11.6M<0.01%+21,89113F-HRTimelineGroup
LIBRA WEALTH LLC127,276$11.3M3.4%+13,47113F-HRTimeline
Telos Capital Management, Inc.126,677$11.3M1.08%+73,32213F-HRTimeline
KEB ASSET MANAGEMENT, LLC125,754$11.2M2.51%+12,37513F-HRTimeline
Apeiron RIA LLC125,460$11.1M2.5%-1,75813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC122,553$10.9M4.09%-2,93213F-HRTimeline
UBS Group AGin group UBS Group AG119,257$10.6M<0.01%+10,11013F-HRTimelineGroup
Seven Springs Wealth Group, LLC116,056$10.3M2.5%+4,65313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC114,151$10.2M0.01%+32,04213F-HRTimelineGroup
CoreFirst Bank & Trust112,892$10.1M5.44%-2,09513F-HRTimeline
Orion Porfolio Solutions, LLC112,017$9.97M0.08%-5,60713F-HRTimeline
Fonville Wealth Management LLC111,184$9.9M2.23%+7,86113F-HRTimeline
Wedmont Private Capital109,170$9.78M0.36%+1,36113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC107,058$9.63M0.98%+2,81013F-HRTimeline
Checchi Capital Advisers, LLC107,449$9.57M0.66%-70513F-HRTimeline
Magnus Financial Group LLC104,076$9.27M0.73%+9,24013F-HRTimeline
HB Wealth Management, LLC103,353$9.2M0.06%-12,14213F-HRTimeline
Rialto Wealth Management, LLC103,153$9.18M2.37%+7,52413F-HRTimeline
WMG Financial Advisors, LLC101,962$9.08M3.03%+43413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC101,923$9.07M3.83%-1,86813F-HRTimeline
Porter White Investment Advisors, Inc.99,344$8.84M3.8%-1,38713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding98,887$8.8M+41,372Timeline
Betterment LLC98,809$8.8M0.02%-46913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC98,253$8.75M0.12%new13F-HRTimeline
B&D White Capital Company, LLC97,441$8.68M1.11%-6,22113F-HRTimeline
Friday Financial95,797$8.53M3.57%+9,39113F-HRTimeline
WealthCollab, LLC91,327$8.13M3.75%+1,28313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC90,526$8.06M3.46%-1,87613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.89,872$8M1.85%+3,37913F-HRTimeline
POINCIANA ADVISORS GROUP, LLC88,086$7.84M6.62%-1,35613F-HRTimeline
True North Advisors, LLC87,812$7.82M1.24%new13F-HRTimeline
Fort Vancouver Investment Management, L…87,155$7.76M4.31%+75313F-HRTimeline
ANDERSON HOAGLAND & CO87,090$7.75M0.7%-88013F-HRTimeline
Symmetry Partners, LLC86,265$7.68M0.84%+3,61013F-HRTimeline
Beta Wealth Group, Inc.85,385$7.6M3%+3,10613F-HRTimeline
REAP Financial Group, LLC85,182$7.58M1.65%-97213F-HRTimeline
Community Bank, N.A.85,063$7.57M0.92%+1,70013F-HRTimeline
MML INVESTORS SERVICES, LLC84,639$7.54M0.02%+3,11013F-HRTimeline
TD Waterhouse Canada Inc.84,128$7.51M0.05%+5,29213F-HRTimeline
Klaas Financial Asset Advisors, LLC83,394$7.42M1.11%-1113F-HRTimeline
Schulz Wealth, LTD.82,472$7.34M4.85%+15,75813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC81,973$7.3M0.97%+29,43113F-HRTimeline
Financial Futures Ltd Liability Co.81,648$7.27M3.53%+11,17613F-HRTimeline
Oceanside Advisors LLC81,166$7.23M4.52%-1,32413F-HRTimeline
SMITH, MOORE & CO.78,404$6.98M0.53%-1,00613F-HRTimeline
Parkshore Wealth Management, Inc.77,279$6.88M2.8%+8,38213F-HRTimeline
Merit Financial Group, LLC76,499$6.81M0.06%-33,69213F-HR/ATimeline
Per Stirling Capital Management, LLC.75,025$6.68M0.8%-67613F-HRTimeline
Bull Oak Capital, LLC73,646$6.56M2.78%-3,17113F-HRTimeline
Discipline Wealth Solutions, LLC72,367$6.44M1.7%+16,76113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,883$6.4M<0.01%-3,74413F-HRTimelineGroup
Truepoint, Inc.71,771$6.39M0.15%+3613F-HRTimeline
COWA, LLC71,747$6.39M2.12%+6,35513F-HRTimeline
Trilogy Capital Inc.71,509$6.37M0.29%-6,77313F-HRTimeline
CARDIFF PARK ADVISORS, LLC71,290$6.35M0.49%-7,13013F-HRTimeline
Cambridge Investment Research Advisors,…70,069$6.24M0.02%+34,13713F-HRTimeline
Simplicity Wealth,LLC68,948$6.14M0.36%-70,00013F-HRTimeline
HILL ISLAND FINANCIAL LLC68,809$6.13M1.53%+7,92213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS67,742$6.03M1.88%-1,56013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC67,568$6.02M3.04%+2,17013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…67,526$6.01M1.27%-85113F-HRTimeline
Estate Counselors, LLC67,135$5.98M0.51%new13F-HRTimeline
Allworth Financial LP66,222$5.9M0.03%-1,93913F-HRTimeline
Fortress Wealth Management, Inc.65,420$5.82M2.59%+1,29413F-HRTimeline
Caliber Wealth Management, LLC / KS65,308$5.81M0.65%+6,34213F-HRTimeline
Ballentine Capital Advisors, Inc64,614$5.75M2.54%+17013F-HRTimeline
Physician Wealth Solutions Inc.64,599$5.75M2.51%+3113F-HRTimeline
Oak Wealth Advisors LLC64,571$5.75M3.34%+41313F-HRTimeline
Golden Bell Financial Planning LLC63,886$5.69M4.94%-4,42113F-HRTimeline
Stokes Family Office, LLC63,230$5.63M0.53%-1,77113F-HRTimeline
Fortitude Family Office, LLC62,253$5.54M1.5%+6,89113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC61,699$5.49M3.99%-3,10913F-HRTimeline
Leibman Financial Services, Inc.60,074$5.35M4.06%+9,95913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC59,832$5.33M1.2%new13F-HRTimeline
Avant Financial Advisors LLC59,150$5.27M3.97%+1,17813F-HRTimeline
Chicago Partners Investment Group LLC56,964$5.13M0.13%-6,33113F-HRTimeline
PCG Wealth Advisors, LLC57,464$5.12M1.49%new13F-HRTimeline
Kings Path Partners LLC55,831$4.97M1.83%+2,69813F-HRTimeline
Stegent Equity Advisors, Inc.55,061$4.9M3.99%+13,70913F-HRTimeline
NewEdge Advisors, LLC54,168$4.82M0.02%-2,11013F-HRTimeline
XY Planning Network, Inc.60,623$4.81M1.64%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC53,657$4.78M3.52%-95813F-HRTimeline
Empire Financial Management Company, LLC53,651$4.78M1.09%+2,19313F-HRTimeline
Stone Summit Wealth LLC53,392$4.75M1.35%+1,46613F-HRTimeline
CURIO WEALTH, LLC53,297$4.75M1.95%+1,65013F-HRTimeline
Versant Capital Management, Inc52,738$4.7M0.64%+1,21513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,316$4.66M0.54%+12313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,277$4.65M0.1%-51513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…51,432$4.58M0.18%+1,13413F-HRTimelineGroup
Destiny Wealth Partners, LLC51,355$4.57M0.56%+71413F-HRTimeline
Cypress Point Wealth Management, LLC50,101$4.46M0.9%-4,87013F-HRTimeline
OneDigital Investment Advisors LLC48,211$4.29M0.04%-9,63113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers46,781$4.17M0.01%+6,56213F-HRTimelineGroup
Tortoise Investment Management, LLC46,303$4.12M0.37%+2,42013F-HRTimeline
FIDELITY D & D BANCORP INC45,569$4.06M2.24%+5,66513F-HRTimeline
Haven Private, LLC44,903$4M1.77%+1,37613F-HRTimeline
Federation des caisses Desjardins du Qu…44,382$3.95M0.02%-2,17313F-HRTimeline
Laurel Wealth Planning LLC43,981$3.92M2.07%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /49,135$3.9M1.35%013F-HRTimeline