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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

582 managers (586 13F filers) reported a position in AVDV shares at 2025-12-31, 131,870,185 shares in all. 62 filers opened a position and 28 filers sold out during the quarter.

Managers
582
13F filers
586
New
62
Added
264
Reduced
145
Sold out
28
Shares held by filers
131,870,185

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,941,102$2.91B1.77%+11,889,43013F-HRTimelineGroup
Creative Planningin group Creative Planning22,592,408$2.12B1.52%+1,970,54813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,439,869$1.08B6.11%-69,09613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding8,023,735$754M+213,863Timeline
Accredited Investors Inc.2,610,276$245M13.03%+31,48013F-HRTimeline
Mason Investment Advisory Services, Inc.2,415,798$227M10.77%+20,00813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,310,795$217M+9,258Timeline
Modera Wealth Management, LLC2,079,518$195M2.26%+102,23413F-HRTimeline
Pure Financial Advisors, LLC1,712,037$161M2.38%+42,85413F-HRTimeline
Haverford Trust Co1,639,520$154M1.37%-11,73013F-HRTimeline
LPL Financial LLC1,426,221$134M0.04%+126,85413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,333,932$125M0.18%+7,70313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,277,169$120M0.16%+646,18713F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,037,895$97.5M0.05%+75,76513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/937,485$88.1M0.03%+106,89213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY867,838$81.6M<0.01%+135,51913F-HR/ATimelineGroup
Unison Advisors LLC828,958$77.9M6.81%+114,30813F-HRTimeline
TCI Wealth Advisors, Inc.699,750$65.8M3.62%+10,46113F-HRTimeline
Sequoia Financial Advisors, LLC636,545$59.8M0.33%+69913F-HRTimeline
Empirical Financial Services, LLC d.b.a…612,414$57.5M1.03%+18,39213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…600,718$56.4M0.04%+202,39813F-HR/ATimelineGroup
Horizon Investments, LLC593,341$55.8M0.71%+209,51313F-HRTimeline
Frontier Asset Management, LLC583,873$54.9M12.72%-13,97813F-HRTimeline
HighTower Advisors, LLC579,005$54.4M0.06%-1,13213F-HRTimeline
Burton Enright Welch567,497$53.3M7.51%+5,58313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska552,689$51.9M5.94%+4,89213F-HRTimelineGroup
Foster Group, Inc.546,876$51.4M1.55%-17,81013F-HRTimeline
Divergent Planning, LLC529,894$50.2M12.83%-2,12213F-HRTimeline
Hill Investment Group Partners, LLC509,015$47.8M5.69%-1,78213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.508,993$47.8M4.59%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC492,822$46.3M0.39%+19,26013F-HRTimelineGroup
Apella Capital, LLC470,399$44.2M0.87%+23,76713F-HRTimeline
Annex Advisory Services, LLC465,391$43.7M0.84%+15,40913F-HRTimeline
Brickley Wealth Management453,170$42.6M7.18%-3,53513F-HRTimeline
Beaird Harris Wealth Management, LLC437,080$41.1M2.83%-2,89813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP421,741$39.6M0.04%+93,55113F-HRTimelineGroup
Greenline Partners, LLC403,281$37.9M4.34%+32,44213F-HRTimeline
Ocean Park Asset Management, LLC402,737$37.8M1.78%+125,72913F-HRTimeline
Cetera Investment Advisers398,568$37.5M0.04%+72,55913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC398,564$37.5M4.23%-5,03813F-HRTimeline
Cresset Asset Management, LLC389,329$36.6M0.16%+3,83813F-HRTimeline
Opus Capital Group, LLC341,559$32.1M3.48%+1,55213F-HRTimeline
Allegiance Financial Group Advisory Ser…334,920$31.5M6.62%+15,70213F-HRTimeline
AlphaCore Capital LLC334,426$31.4M0.7%-50,48813F-HRTimeline
Symmetry Partners, LLC334,416$31.4M1.86%+248,15113F-HRTimeline
Marquette Asset Management, LLC327,976$30.8M4.55%+2,82613F-HRTimeline
Meredith Wealth Planning322,363$30.3M9.02%-6,84413F-HRTimeline
Krilogy Financial LLC286,001$29.3M1%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC308,921$29M0.32%+53,32613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/307,557$28.9M<0.01%+144,18713F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.294,787$28.3M4.18%+144,55513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC301,384$28.3M0.11%+41,52813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC286,265$26.9M0.01%+55,51613F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.276,251$26M1.04%+4,33013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC273,326$25.7M0.31%-12,53013F-HRTimeline
Falcon Wealth Planning268,200$25.2M2.12%+1,01913F-HRTimeline
Emprise Bank266,985$25.1M10.43%+7,09113F-HRTimeline
ATWOOD & PALMER INC265,035$24.9M1.42%+9,80213F-HRTimeline
CogentBlue Wealth Advisors, LLC262,390$24.7M16.8%-33,88213F-HRTimeline
Kondo Wealth Advisors, Inc.256,949$24.1M9.24%+4,01813F-HRTimeline
DEFINE FINANCIAL, LLC253,573$23.8M13.51%-9,92213F-HRTimeline
QUARRY HILL ADVISORS, LLC243,856$22.9M10.65%+12,19713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC238,590$22.6M3.58%+5,82313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC240,705$22.6M3.56%-14,80513F-HRTimeline
Peirce Capital Management, LLC236,286$22.2M8.84%-1,86313F-HRTimeline
Morton Brown Family Wealth, LLC235,539$22.1M6.03%-1,40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC232,007$21.8M0.03%+38,26013F-HRTimeline
Quantum Financial Advisors, LLC211,926$19.9M2.24%+4,63113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC205,188$19.3M0.16%-1,96013F-HRTimeline
Wealth Architects, LLC199,570$18.8M1.69%+4,17613F-HRTimeline
Efficient Advisors, LLC199,404$18.7M1.09%-52,73913F-HR/ATimeline
World Investment Advisors195,512$18.4M0.3%+36,11613F-HR/ATimeline
Squire Investment Management Company, L…189,174$17.8M5.38%+4,87713F-HRTimeline
Invariant Investment Management178,189$17.3M11.08%13F-HRTimeline
McMill Wealth Management181,411$17M4.79%+88013F-HRTimeline
Perigon Wealth Management, LLC179,585$16.9M0.3%+1,89813F-HRTimeline
Prosperity Planning, Inc.178,871$16.8M4.4%+19213F-HRTimeline
Oakwell Private Wealth Management, LLC176,947$16.6M3.1%+1,93613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Great Point Wealth Advisors, LLC176,593$16.6M3.03%-15,72513F-HRTimeline
Plancorp, LLC176,057$16.5M0.5%+513F-HRTimeline
Brady Martz Wealth Solutions, LLC173,945$16.3M2.88%+27,04313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…172,390$16.2M5.8%-2,70013F-HRTimeline
NOTTINGHAM ADVISORS, INC.171,197$16.1M2.24%-2,78513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN170,948$16.1M<0.01%+40,73613F-HRTimelineGroup
Kaufman Rossin Wealth, LLC167,100$15.7M8.18%+1,05913F-HRTimeline
Valued Wealth Advisors LLC162,690$15.3M6.72%+3,17613F-HRTimeline
Bedel Financial Consulting, Inc.159,661$15M1.61%+7,92913F-HRTimeline
CWM, LLCin group CWM, LLC158,913$14.9M0.04%-18,91913F-HRTimelineGroup
Waverly Advisors, LLC158,839$14.9M0.12%-5,36913F-HRTimeline
JRM Investment Counsel, LLC156,562$14.7M4.26%+2,84713F-HRTimeline
KEB ASSET MANAGEMENT, LLC156,483$14.7M2.98%+30,72913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,279$14.6M0.02%+8,09713F-HRTimeline
Flagstone Financial Management154,223$14.5M3.72%-6,62313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC153,875$14.5M0.01%+39,72413F-HRTimelineGroup
HMV Wealth Advisors, LLC153,010$14.4M7.19%+19,06013F-HRTimeline
Mariner, LLCin group Mariner, LLC152,051$14.3M0.02%-7,80813F-HRTimelineGroup
Private Wealth Management Group, LLC143,700$13.5M3.61%-1,37313F-HRTimeline
LIBRA WEALTH LLC142,285$13.4M3.74%+15,00913F-HRTimeline
Intergy Private Wealth, LLC142,024$13.3M4.03%-30113F-HRTimeline
Robinswood Financial LLC141,445$13.3M4.25%+2,19813F-HRTimeline
Larson Financial Group LLC140,194$13.2M0.44%-1,47513F-HRTimeline
Aerodigm Wealth, LLC138,311$13M5.02%+4,78313F-HR/ATimeline
Apeiron RIA LLC126,367$12.8M2.59%+90713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC134,701$12.7M2.9%-65813F-HRTimeline
D'Orazio & Associates, Inc.134,229$12.6M1.61%+3,85213F-HRTimeline
Mraz, Amerine & Associates, Inc.133,253$12.5M1.86%+69213F-HRTimeline
UBS Group AGin group UBS Group AG130,956$12.3M<0.01%+11,69913F-HRTimelineGroup
Cornerstone Wealth Partners, LLC130,711$12.3M8.52%13F-HRTimeline
Three Arch Wealth Management LLC129,337$12.2M2.28%13F-HRTimeline
B&D White Capital Company, LLC128,736$12.1M1.4%+31,29513F-HRTimeline
Telos Capital Management, Inc.126,410$11.9M1.11%-26713F-HRTimeline
Fonville Wealth Management LLC125,411$11.8M2.41%+14,22713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC124,409$11.7M0.18%+26,15613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC118,242$11.1M4%-4,31113F-HRTimeline
Discipline Wealth Solutions, LLC116,928$11M2.04%+44,56113F-HRTimeline
Rialto Wealth Management, LLC115,414$10.8M2.59%+12,26113F-HRTimeline
Friday Financial115,225$10.8M3.82%+19,42813F-HRTimeline
Checchi Capital Advisers, LLC114,501$10.8M0.73%+7,05213F-HRTimeline
Seven Springs Wealth Group, LLC114,368$10.7M3.07%-1,68813F-HRTimeline
Wedmont Private Capital110,511$10.6M0.37%+1,34113F-HRTimeline
Magnus Financial Group LLC112,478$10.6M0.81%+8,40213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding110,183$10.4M+11,296Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC107,332$10.3M0.97%+27413F-HRTimeline
Orion Porfolio Solutions, LLC108,930$10.2M0.08%-3,08713F-HRTimeline
Farther Finance Advisors, LLC108,621$10.2M0.11%+67,75613F-HRTimeline
CoreFirst Bank & Trust103,431$9.72M5.26%-9,46113F-HRTimeline
WMG Financial Advisors, LLC102,439$9.63M3.97%+47713F-HRTimeline
HB Wealth Management, LLC102,059$9.59M0.06%-1,29413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC101,938$9.58M3.91%+1513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,842$9.38M<0.01%+27,95913F-HRTimelineGroup
Porter White Investment Advisors, Inc.96,728$9.09M3.73%-2,61613F-HRTimeline
True North Advisors, LLC95,253$8.95M1.16%+7,44113F-HRTimeline
FIDELITY D & D BANCORP INC93,035$8.74M3.78%+47,46613F-HRTimeline
Betterment LLC91,646$8.61M0.02%-7,16313F-HRTimeline
WealthCollab, LLC91,463$8.59M3.52%+13613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC90,142$8.47M1.17%+8,16913F-HRTimeline
MML INVESTORS SERVICES, LLC90,046$8.46M0.02%+5,40713F-HRTimeline
REAP Financial Group, LLC89,993$8.46M1.72%+4,81113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.89,962$8.45M1.82%+9013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC89,253$8.39M3.42%-1,27313F-HRTimeline
Financial Futures Ltd Liability Co.88,739$8.34M3.86%+7,09113F-HRTimeline
Parkshore Wealth Management, Inc.88,031$8.27M3.11%+10,75213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC86,950$8.17M6.44%-1,13613F-HRTimeline
Fort Vancouver Investment Management, L…86,819$8.16M4.36%-33613F-HRTimeline
TD Waterhouse Canada Inc.86,352$8.11M0.05%+2,22413F-HRTimeline
Community Bank, N.A.85,128$8M0.95%+6513F-HRTimeline
Schulz Wealth, LTD.84,499$7.94M5.09%+2,02713F-HRTimeline
ANDERSON HOAGLAND & CO83,937$7.89M0.68%-3,15313F-HRTimeline
Klaas Financial Asset Advisors, LLC82,619$7.76M1.13%-77513F-HRTimeline
SMITH, MOORE & CO.82,072$7.71M0.58%+3,66813F-HRTimeline
Beta Wealth Group, Inc.81,399$7.65M3.08%-3,98613F-HRTimeline
STOLZ & ASSOCIATES, PS79,335$7.46M5.75%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS79,044$7.43M2.22%+11,30213F-HRTimeline
Per Stirling Capital Management, LLC.78,858$7.41M0.83%+3,83313F-HRTimeline
HBE Wealth Management, LLC77,900$7.32M6.89%13F-HRTimeline
NewEdge Advisors, LLC77,833$7.31M0.03%+23,66513F-HRTimeline
Oceanside Advisors LLC77,262$7.26M4.4%-3,90413F-HRTimeline
Bull Oak Capital, LLC73,931$6.95M2.84%+28513F-HRTimeline
HILL ISLAND FINANCIAL LLC73,019$6.86M1.64%+4,21013F-HRTimeline
COWA, LLC72,387$6.8M2.07%+64013F-HRTimeline
Simplicity Wealth,LLC72,376$6.8M0.41%+3,42813F-HRTimeline
Merit Financial Group, LLC72,204$6.79M0.05%-4,29513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC71,709$6.74M3.19%+4,14113F-HRTimeline
Strategic Blueprint, LLC70,559$6.63M0.39%-80,60213F-HRTimeline
Truepoint, Inc.70,305$6.61M0.15%-1,46613F-HRTimeline
Fortitude Family Office, LLC69,381$6.52M1.53%+7,12813F-HRTimeline
Caliber Wealth Management, LLC / KS69,362$6.52M0.7%+4,05413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…68,860$6.47M1.34%+1,33413F-HRTimeline
Trilogy Capital Inc.68,750$6.46M0.29%-2,75913F-HRTimeline
Estate Counselors, LLC68,510$6.44M0.54%+1,37513F-HRTimeline
CLARIS ADVISORS, LLC / MO /66,318$6.23M1.9%+17,18313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,673$6.17M0.01%+18,89213F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC65,615$6.17M0.08%new13F-HRTimeline
Allworth Financial LP65,469$6.15M0.03%-75313F-HRTimeline
Ballentine Capital Advisors, Inc65,244$6.13M2.58%+63013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC65,133$6.12M4.18%+3,43413F-HRTimeline
Physician Wealth Solutions Inc.64,661$6.08M2.58%+6213F-HRTimeline
PW ADVISORS, LLC \ FL64,426$6.05M4.86%13F-HRTimeline
XY Planning Network, Inc.63,728$5.99M1.04%+3,10513F-HRTimeline
Stokes Family Office, LLC63,426$5.96M0.55%+19613F-HRTimeline
Oak Wealth Advisors LLC62,035$5.83M3.35%-2,53613F-HRTimeline
Golden Bell Financial Planning LLC61,714$5.8M4.83%-2,17213F-HRTimeline
Kings Path Partners LLC61,281$5.76M2.02%+5,45013F-HRTimeline
PCG Wealth Advisors, LLC61,114$5.74M1.62%+3,65013F-HRTimeline
Greenspring Advisors, LLC60,695$5.7M0.35%+43,87413F-HRTimeline
Stegent Equity Advisors, Inc.60,593$5.69M4.44%+5,53213F-HRTimeline
Chicago Partners Investment Group LLC55,752$5.68M0.14%-1,21213F-HRTimeline
Leibman Financial Services, Inc.59,096$5.55M4.01%-97813F-HRTimeline
CARDIFF PARK ADVISORS, LLC59,011$5.55M0.46%-12,27913F-HRTimeline
CURIO WEALTH, LLC58,005$5.48M1.94%+4,70813F-HRTimeline
Avant Financial Advisors LLC57,198$5.37M3.86%-1,95213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,071$5.27M0.01%+12,37213F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,928$5.16M0.01%-15,14113F-HRTimeline
Empire Financial Management Company, LLC54,709$5.14M1.12%+1,05813F-HRTimeline
Stone Summit Wealth LLC54,066$5.08M1.38%+67413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC53,576$5.03M3.57%-8113F-HRTimeline
Versant Capital Management, Inc52,654$4.95M0.62%-8413F-HRTimeline
Prism Planning Partners LLC52,339$4.92M5.52%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,193$4.9M0.55%-12313F-HRTimeline
Oath Planning, LLC52,025$4.89M4.82%13F-HRTimeline