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Disclosery

AVDV AMERICAN CENTY ETF TR

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SHS (fund)

Filings received so far for Q3 2026: 73 13F filers report a position in AVDV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC569,360$61.5M0.78%+43,50713F-HRTimeline
Foster Group, Inc.501,336$54.8M1.49%-64413F-HRTimeline
Marquette Asset Management, LLC329,101$36M4.73%-1,01013F-HRTimeline
Krilogy Financial LLC326,662$35.3M0.96%+23,49613F-HRTimeline
Emprise Bank298,753$32.7M12.49%+2,90813F-HRTimeline
ATWOOD & PALMER INC285,145$31.2M1.6%+6,44413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…258,316$27.8M0.04%+89,59313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC247,281$27M3.88%+1,33913F-HRTimeline
Prosperity Planning, Inc.192,661$21.1M4.68%+7,50513F-HRTimeline
Invariant Investment Management156,295$17.1M9.86%+5,35713F-HRTimeline
Friday Financial155,085$16.8M3.31%+24,24813F-HRTimeline
Farther Finance Advisors, LLC150,923$16.5M0.12%+30,49413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC131,465$14.4M2.97%-3613F-HRTimeline
Wedmont Private Capital131,877$14.2M0.34%+1,71213F-HRTimeline
CogentBlue Wealth Advisors, LLC127,268$13.9M12.94%-118,36713F-HRTimeline
Apeiron RIA LLC122,734$13.3M3.01%+73113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC119,821$13.1M0.22%-5,87713F-HRTimeline
Parkshore Wealth Management, Inc.116,776$12.8M3.25%+12,39913F-HRTimeline
Avior Wealth Management, LLC114,943$12.6M0.33%-2,24313F-HRTimeline
Factor Wealth Management LTD99,938$10.9M1.67%+1,79013F-HRTimeline
Financial Futures Ltd Liability Co.98,805$10.8M4.01%+4,92413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.93,273$10.2M1.9%+2,47613F-HRTimeline
Cadent Capital Advisors, LLC89,050$9.74M2.09%new13F-HRTimeline
Towerpoint Wealth, LLC80,360$8.79M3.11%+26,74513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC67,911$7.43M0.87%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS65,242$7.14M2.18%-19,71413F-HRTimeline
Leibman Financial Services, Inc.62,448$6.83M4.71%+7,78613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…62,406$6.83M0.12%+7913F-HRTimelineGroup
Stegent Equity Advisors, Inc.59,941$6.56M5.19%+13,74013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC57,938$6.34M3.63%+2,57813F-HRTimeline
Versant Capital Management, Inc51,828$5.67M0.48%+5013F-HRTimeline
Green Ridge Wealth Planning LLC36,195$3.96M1.59%+3,50413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC31,715$3.47M0.69%-88013F-HRTimeline
Fiduciary Alliance LLC24,750$2.71M0.2%new13F-HRTimeline
CoreCap Advisors, LLC21,967$2.4M0.07%-28413F-HRTimeline
Avidian Wealth Enterprises, LLC21,668$2.37M0.07%+18,66413F-HRTimeline
Breakwater Capital Group19,914$2.18M0.26%+1,00213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC19,649$2.15M1.35%+3,48913F-HRTimeline
Hardin Capital Partners, LLC13,622$1.49M0.73%+25113F-HRTimeline
E&G Advisors, LLC11,864$1.3M0.25%+36613F-HRTimeline
Level Financial Advisors9,685$1.06M0.23%-34713F-HRTimeline
Exchange Bank9,239$1.01M0.63%+86013F-HRTimeline
Balefire, LLC8,915$975K0.15%+6613F-HRTimeline
Signal Advisors Wealth, LLC7,884$862K0.04%+27613F-HRTimeline
Ifrah Financial Services, Inc.7,852$859K0.22%-7413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,810$854K0.23%+11513F-HRTimeline
Cambridge Financial Group, LLC5,018$517K0.16%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,465$488K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,415$483K0.01%+2,01713F-HRTimeline
Stonebridge Financial Group, LLC3,707$405K0.03%-77613F-HRTimeline
Financial Architects, LLC3,520$385K0.2%-2013F-HRTimeline
Financial Symmetry Inc3,441$376K0.12%-7113F-HRTimeline
OMNI 360 Wealth, Inc.3,220$352K0.16%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,955$323K0.01%+80913F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV2,875$314K0.18%+52113F-HRTimeline
RVW Wealth, LLC2,435$266K0.02%-28513F-HRTimeline
Dynamic Advisor Solutions LLC2,127$233K0.01%new13F-HRTimeline
Accel Wealth Management2,074$227K0.05%-613F-HRTimeline
Bison Wealth, LLC2,017$218K0.02%-7213F-HRTimeline
Worth Asset Management, LLC1,988$217K0.06%-2513F-HRTimeline
Kingsman Wealth Management, Inc.1,946$213K0.1%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,934$212K0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,844$202K0.05%new13F-HRTimeline
Bank of New Hampshire1,577$172K0.04%013F-HRTimeline
EASTERN BANK1,508$165K<0.01%new13F-HRTimeline
Trust Co1,380$151K0.01%013F-HRTimeline
CX Institutional845$92K<0.01%+3413F-HRTimeline
Clayton Financial Group LLC605$66.2K0.03%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC345$37.7K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…154$16.8K<0.01%013F-HRTimeline
GAMMA Investing LLC100$10.9K<0.01%013F-HRTimeline
True Wealth Design, LLC63$6.89K<0.01%013F-HRTimeline
Roxbury Financial LLC48$5.24K<0.01%013F-HRTimeline