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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

653 managers (659 13F filers) reported a position in AVDV shares at 2026-03-31, 138,552,503 shares in all. 93 filers opened a position and 19 filers sold out during the quarter.

Managers
653
13F filers
659
New
93
Added
301
Reduced
184
Sold out
19
Shares held by filers
138,552,503

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,361,872$2.93B1.41%-579,23013F-HRTimelineGroup
Creative Planningin group Creative Planning23,779,849$2.37B1.61%+1,187,44113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,522,222$1.15B5.56%+82,35313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding8,493,652$848M+469,917Timeline
Accredited Investors Inc.2,633,904$263M14.17%+23,62813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,584,490$258M+273,695Timeline
Mason Investment Advisory Services, Inc.2,360,214$236M10.88%-55,58413F-HRTimeline
Modera Wealth Management, LLC2,188,303$219M2.62%+108,78513F-HRTimeline
Haverford Trust Co1,660,500$166M1.52%+20,98013F-HRTimeline
Pure Financial Advisors, LLC1,647,863$165M2.36%-64,17413F-HRTimeline
LPL Financial LLC1,636,238$163M0.04%+210,01713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,423,552$142M0.2%+89,62013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,330,144$133M0.19%+52,97513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,201,875$120M0.06%+163,98013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,093,841$109M0.01%+226,00313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/957,139$95.6M0.04%+19,65413F-HRTimelineGroup
Unison Advisors LLC827,530$82.6M6.27%-1,42813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/800,212$79.9M0.01%+492,65513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…762,781$76.2M0.05%+162,06313F-HRTimelineGroup
TCI Wealth Advisors, Inc.697,531$69.7M3.7%-2,21913F-HRTimeline
Frontier Asset Management, LLC660,273$65.9M13.82%+76,40013F-HRTimeline
Sequoia Financial Advisors, LLC647,182$64.6M0.36%+10,63713F-HRTimeline
Empirical Financial Services, LLC d.b.a…630,579$63M1.09%+18,16513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska565,044$56.4M5.72%+12,35513F-HRTimelineGroup
Burton Enright Welch557,390$55.7M7.57%-10,10713F-HRTimeline
Empowered Funds, LLC543,283$54.3M0.35%new13F-HR/ATimeline
EP Wealth Advisors, LLC532,125$53.1M0.26%+505,99113F-HRTimeline
Apella Capital, LLC489,839$52.8M0.78%+19,44013F-HRTimeline
Horizon Investments, LLC527,553$52.7M0.59%-65,78813F-HRTimeline
HighTower Advisors, LLC517,400$51.7M0.05%-61,60513F-HRTimeline
Hill Investment Group Partners, LLC506,111$50.5M5.58%-2,90413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.505,685$50.5M4.63%-3,30813F-HRTimeline
Foster Group, Inc.495,563$49.5M1.47%-51,31313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC478,967$47.8M0.37%-13,85513F-HRTimelineGroup
Brickley Wealth Management451,270$45.1M7.73%-1,90013F-HRTimeline
Cetera Investment Advisers448,414$44.8M0.05%+49,84613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC443,056$44.2M0.03%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC426,729$42.6M2.9%-10,35113F-HRTimeline
Greenline Partners, LLC411,922$41.1M4.42%+8,64113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC402,129$40.2M0.01%+115,86413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP384,046$38.4M0.04%-37,69513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC378,227$37.8M4.06%-20,33713F-HRTimeline
Cresset Asset Management, LLC340,704$34M0.15%-48,62513F-HRTimeline
Allegiance Financial Group Advisory Ser…339,046$33.8M6.73%+4,12613F-HRTimeline
Symmetry Partners, LLC337,844$33.7M1.93%+3,42813F-HRTimeline
Marquette Asset Management, LLC330,321$33M4.93%+2,34513F-HRTimeline
Werba Rubin Papier Wealth Management327,494$32.7M4.55%new13F-HRTimeline
AlphaCore Capital LLC322,571$32.2M0.76%-11,85513F-HRTimeline
Meredith Wealth Planning313,555$31.3M8.48%-8,80813F-HRTimeline
Opus Capital Group, LLC313,238$31.3M3.36%-28,32113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC312,794$31.2M0.12%+11,41013F-HRTimelineGroup
Krilogy Financial LLC293,193$31.2M1.01%+7,19213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding295,982$29.6M+295,050Timeline
Emprise Bank288,385$28.8M11.56%+21,40013F-HRTimeline
Bleakley Financial Group, LLC282,603$28.2M0.44%+251,28713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC277,457$27.7M0.28%-31,46413F-HRTimelineGroup
ATWOOD & PALMER INC272,527$27.2M1.54%+7,49213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC270,952$27.1M0.04%+38,94513F-HRTimeline
Falcon Wealth Planning262,493$26.2M1.79%-5,70713F-HRTimeline
Prime Capital Investment Advisors, LLC261,555$26.1M0.3%-11,77113F-HRTimeline
CogentBlue Wealth Advisors, LLC259,429$25.9M17.42%-2,96113F-HRTimeline
QUARRY HILL ADVISORS, LLC236,077$25.5M10.48%-7,77913F-HRTimeline
DEFINE FINANCIAL, LLC252,101$25.2M13.66%-1,47213F-HRTimeline
Kondo Wealth Advisors, Inc.249,502$24.9M9.38%-7,44713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.249,014$24.9M1%-27,23713F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC245,336$24.5M3.68%+4,63113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC233,349$24.5M3.75%-5,24113F-HRTimeline
Morton Brown Family Wealth, LLC241,467$24.1M6.37%+5,92813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC239,518$23.9M0.18%+34,33013F-HRTimeline
B&D White Capital Company, LLC238,274$23.8M2.94%+109,53813F-HRTimeline
Peirce Capital Management, LLC221,292$22.1M8.64%-14,99413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN218,924$21.9M<0.01%+47,97613F-HR/ATimelineGroup
SATOVSKY ASSET MANAGEMENT LLC215,718$21.5M3.8%+212,22013F-HRTimeline
Quantum Financial Advisors, LLC204,845$20.5M2.29%-7,08113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC202,148$20.2M0.01%+48,27313F-HRTimelineGroup
Squire Investment Management Company, L…199,377$19.9M5.53%+10,20313F-HRTimeline
Wealth Architects, LLC198,353$19.8M1.77%-1,21713F-HRTimeline
Brady Martz Wealth Solutions, LLC193,233$19.3M3.29%+19,28813F-HRTimeline
Discipline Wealth Solutions, LLC191,520$19.1M2.01%+74,59213F-HRTimeline
Oakwell Private Wealth Management, LLC189,908$19M3.39%+12,96113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plancorp, LLC176,058$18.6M0.53%+113F-HRTimeline
Perigon Wealth Management, LLC181,821$18.2M0.33%+2,23613F-HRTimeline
Prosperity Planning, Inc.181,542$18.1M4.59%+2,67113F-HRTimeline
Great Point Wealth Advisors, LLC179,401$17.9M3.31%+2,80813F-HRTimeline
Summit Portfolio Management, LTD.179,161$17.9M11.51%13F-HRTimeline
McMill Wealth Management178,302$17.8M4.73%-3,10913F-HRTimeline
Invariant Investment Management167,728$17.6M10.84%-10,46113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…175,760$17.6M5.93%+3,37013F-HRTimeline
World Investment Advisors173,052$17.3M0.28%-22,46013F-HRTimeline
Bedel Financial Consulting, Inc.172,112$17.2M1.98%+12,45113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…171,959$17.2M0.2%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding171,941$17.2M+61,758Timeline
JRM Investment Counsel, LLC171,919$17.2M4.57%+15,35713F-HRTimeline
Rialto Wealth Management, LLC168,793$16.9M3.79%+53,37913F-HRTimeline
KEB ASSET MANAGEMENT, LLC165,086$16.5M3.16%+8,60313F-HRTimeline
Kaufman Rossin Wealth, LLC164,325$16.4M9.41%-2,77513F-HRTimeline
Waverly Advisors, LLC164,108$16.4M0.12%+5,26913F-HRTimeline
CWM, LLCin group CWM, LLC162,336$16.2M0.04%+3,42313F-HRTimelineGroup
HMV Wealth Advisors, LLC160,275$16M7.52%+7,26513F-HRTimeline
Valued Wealth Advisors LLC159,820$16M6.47%-2,87013F-HRTimeline
NOTTINGHAM ADVISORS, INC.151,764$15.2M1.95%-19,43313F-HRTimeline
LIBRA WEALTH LLC148,916$14.9M4.19%+6,63113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.148,675$14.8M4.17%-146,11213F-HRTimeline
Intergy Private Wealth, LLC147,139$14.7M4.31%+5,11513F-HRTimeline
Flagstone Financial Management146,479$14.6M3.63%-7,74413F-HRTimeline
Cornerstone Wealth Partners, LLC145,241$14.5M8.23%+14,53013F-HRTimeline
Private Wealth Management Group, LLC143,388$14.3M3.76%-31213F-HRTimeline
Robinswood Financial LLC141,854$14.2M4.46%+40913F-HR/ATimeline
Aerodigm Wealth, LLC140,608$14M5.28%+2,29713F-HRTimeline
D'Orazio & Associates, Inc.140,351$14M1.82%+6,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC139,145$13.9M0.02%-12,90613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC138,294$13.8M0.04%+48,24813F-HRTimeline
Fonville Wealth Management LLC136,626$13.6M2.6%+11,21513F-HRTimeline
UBS Group AGgroup of 2 filers holding136,549$13.6M+5,593Timeline
Barry Investment Advisors, LLC135,501$13.5M2.98%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.133,957$13.4M1.97%+70413F-HRTimeline
Larson Financial Group LLC133,419$13.3M0.43%-6,77513F-HRTimeline
Avior Wealth Management, LLC131,988$13.2M0.37%+111,64213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC131,785$13.2M2.96%-2,91613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,250$13.1M<0.01%+31,40813F-HRTimelineGroup
Three Arch Wealth Management LLC129,885$13M2.33%+54813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC127,950$12.8M4.36%+9,70813F-HRTimeline
Telos Capital Management, Inc.127,312$12.7M1.22%+90213F-HRTimeline
Farther Finance Advisors, LLC123,258$12.5M0.12%+14,63713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC116,411$12.3M1.11%+9,07913F-HRTimeline
Apeiron RIA LLC122,321$12.2M2.83%-4,04613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC120,837$12.1M0.19%-3,57213F-HRTimeline
Seven Springs Wealth Group, LLC119,206$11.9M2.75%+4,83813F-HRTimeline
Magnus Financial Group LLC118,811$11.9M0.96%+6,33313F-HRTimeline
Friday Financial117,695$11.8M4.05%+2,47013F-HRTimeline
Checchi Capital Advisers, LLC117,683$11.8M0.81%+3,18213F-HRTimeline
Wedmont Private Capital110,884$11.7M0.38%+37313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers113,834$11.4M0.02%+48,16113F-HRTimelineGroup
Annex Advisory Services, LLC112,052$11.2M0.21%-353,33913F-HRTimeline
Efficient Advisors, LLC110,143$11M0.78%-89,26113F-HRTimeline
Orion Porfolio Solutions, LLC108,023$10.8M0.09%-90713F-HRTimeline
Strategic Financial Planning, Inc.481,154$10.3M6.05%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC103,092$10.3M4.14%+1,15413F-HRTimeline
HB Wealth Management, LLC100,602$10M0.07%-1,45713F-HRTimeline
FIDELITY D & D BANCORP INC99,054$9.89M3.97%+6,01913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC97,814$9.77M1.22%+7,67213F-HRTimeline
Parkshore Wealth Management, Inc.97,505$9.74M3.26%+9,47413F-HRTimeline
REAP Financial Group, LLC97,067$9.69M1.91%+7,07413F-HRTimeline
Per Stirling Capital Management, LLC.97,042$9.69M1.07%+18,18413F-HRTimeline
WMG Financial Advisors, LLC95,894$9.58M3.99%-6,54513F-HRTimeline
CoreFirst Bank & Trust95,842$9.57M5.07%-7,58913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,900$9.56M0.02%-57,37913F-HRTimeline
Porter White Investment Advisors, Inc.95,658$9.55M3.83%-1,07013F-HRTimeline
WealthCollab, LLC93,448$9.33M3.84%+1,98513F-HRTimeline
True North Advisors, LLC93,052$9.29M1.06%-2,20113F-HRTimeline
FFG Partners, LLC92,644$9.25M3.66%new13F-HRTimeline
Financial Futures Ltd Liability Co.91,752$9.16M4.02%+3,01313F-HRTimeline
TD Waterhouse Canada Inc.89,646$9.08M0.03%+3,29413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS84,956$9.04M2.47%+5,91213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.90,149$9M1.92%+18713F-HRTimeline
Betterment LLC89,148$8.9M0.02%-2,49813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC86,992$8.69M3.46%-2,26113F-HRTimeline
Fort Vancouver Investment Management, L…86,555$8.64M4.39%-26413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC86,016$8.59M6.78%-93413F-HRTimeline
STOLZ & ASSOCIATES, PS79,097$8.42M5.87%-23813F-HRTimeline
NewEdge Advisors, LLC82,189$8.21M0.03%+4,35613F-HR/ATimeline
Merit Financial Group, LLC81,457$8.13M0.06%+9,25313F-HRTimeline
SMITH, MOORE & CO.80,411$8.03M0.58%-1,66113F-HRTimeline
Bellecapital International Ltd.79,245$7.91M1.43%new13F-HR/ATimeline
ANDERSON HOAGLAND & CO77,768$7.77M0.67%-6,16913F-HRTimeline
Cambridge Investment Research Advisors,…77,711$7.76M0.02%+22,78313F-HRTimeline
HBE Wealth Management, LLC77,615$7.75M6.76%-28513F-HRTimeline
Bull Oak Capital, LLC76,442$7.63M2.93%+2,51113F-HRTimeline
Fortitude Family Office, LLC76,009$7.59M1.7%+6,62813F-HRTimeline
Oceanside Advisors LLC75,052$7.49M4.28%-2,21013F-HRTimeline
COWA, LLC74,124$7.4M2%+1,73713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC73,816$7.37M3.37%+2,10713F-HRTimeline
Physician Wealth Solutions Inc.72,854$7.28M3.01%+8,19313F-HRTimeline
Beta Wealth Group, Inc.72,351$7.23M2.99%-9,04813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC72,204$7.21M4.55%+7,07113F-HRTimeline
Strategic Blueprint, LLC71,614$7.15M0.42%+1,05513F-HRTimeline
XY Planning Network, Inc.68,313$6.95M1.11%+4,58513F-HRTimeline
HILL ISLAND FINANCIAL LLC69,147$6.91M1.68%-3,87213F-HRTimeline
Estate Counselors, LLC67,965$6.79M0.6%-54513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…67,619$6.75M1.4%-1,24113F-HRTimeline
PW ADVISORS, LLC \ FL67,145$6.71M5.02%+2,71913F-HRTimeline
Truepoint, Inc.66,749$6.67M0.15%-3,55613F-HRTimeline
CLARIS ADVISORS, LLC / MO /66,708$6.66M1.99%+39013F-HRTimeline
Factor Wealth Management LTD66,599$6.65M1.25%+39,07513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC66,525$6.64M0.1%+91013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.66,344$6.63M<0.01%+29,62413F-HRTimelineGroup
Caliber Wealth Management, LLC / KS66,242$6.61M0.72%-3,12013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,997$6.4M0.01%+7,92613F-HRTimelineGroup
PCG Wealth Advisors, LLC63,896$6.38M1.61%+2,78213F-HRTimeline
Ballentine Capital Advisors, Inc63,866$6.38M2.64%-1,37813F-HRTimeline
Simplicity Wealth,LLC63,692$6.36M0.36%-8,68413F-HRTimeline
Oak Wealth Advisors LLC63,479$6.34M3.48%+1,44413F-HRTimeline
Allworth Financial LP63,053$6.3M0.03%-2,41613F-HRTimeline
Trilogy Capital Inc.63,000$6.29M0.28%-5,75013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV62,124$6.2M3.99%new13F-HRTimeline
Qube Research & Technologies Ltd61,045$6.1M0.01%+14,01213F-HRTimeline
CURIO WEALTH, LLC60,799$6.07M2.07%+2,79413F-HRTimeline
Harbor Group, Inc.60,712$6.06M0.88%+15,27313F-HRTimeline
Empire Financial Management Company, LLC60,451$6.04M1.36%+5,74213F-HRTimeline
Community Bank, N.A.60,215$6.01M0.72%-24,91313F-HRTimeline