AMERICAN CENTY ETF TR AVDE
INTL EQT ETF · ETP · CUSIP 025072703
157
institutional holders
21.8m
shares reported held*
$1.0bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.20. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, 5.80% of their portfolio | 1.8m $82.5m | — |
| OneDigital Investment Advisors LLC 2.32% of their portfolio | 1.4m $62.7m | — |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.3m $58.8m | — |
| Waypoint Wealth Partners Inc. 17.09% of their portfolio | 888.3k $40.5m | — |
| Plancorp, LLC 2.54% of their portfolio | 836.2k $38.1m | — |
| Rockwood Wealth Management, LLC 12.16% of their portfolio | 833.2k $38.0m | — |
| PrairieView Partners, LLC 5.43% of their portfolio | 726.3k $33.1m | — |
| GREENUP STREET WEALTH MANAGEMENT LLC 13.52% of their portfolio | 651.7k $29.7m | — |
| ESL Trust Services, LLC 10.59% of their portfolio | 624.6k $28.5m | — |
| Waypoint Capital Advisors, LLC 12.08% of their portfolio | 607.4k $27.7m | — |
| Versant Capital Management, Inc 10.60% of their portfolio | 592.6k $27.0m | — |
| Adero Partners, LLC 3.50% of their portfolio | 584.5k $27.7m | — |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC 12.70% of their portfolio | 529.4k $24.2m | — |
| WMS Partners, LLC 2.86% of their portfolio | 461.4k $21.0m | — |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 415.2k $18.9m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.05% of their portfolio | 407.7k $18.6m | — |
| LPL Financial LLC 0.02% of their portfolio | 407.2k $18.6m | — |
| RVW Wealth, LLC 2.38% of their portfolio | 371.9k $17.0m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 346.7k $15.8m | — |
| BCR Wealth Strategies, LLC 13.83% of their portfolio | 295.7k $13.5m | — |
| CPWM, LLC 1.18% of their portfolio | 274.9k $12.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 260.1k $11.9m | — |
| Quantum Financial Advisors, LLC 5.21% of their portfolio | 257.7k $11.8m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 256.9k $11.7m | — |
| CHILTON CAPITAL MANAGEMENT LLC 0.69% of their portfolio | 228.0k $10.4m | — |
| Symmetry Partners, LLC 0.68% of their portfolio | 221.5k $10.1m | — |
| SC&H Financial Advisors, Inc. 5.04% of their portfolio | 220.9k $10.1m | — |
| AWM CAPITAL, LLC 3.84% of their portfolio | 212.8k $11.4m | — |
| Diversified Portfolios, Inc. 2.53% of their portfolio | 206.4k $9.4m | — |
| Strategic Blueprint, LLC 1.18% of their portfolio | 204.1k $9.3m | — |
| Cannon Financial Strategists, Inc. 3.65% of their portfolio | 203.7k $9.3m | — |
| JANICZEK WEALTH MANAGEMENT, LLC 3.03% of their portfolio | 200.4k $9.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 186.3k $8.5m | — |
| CGN Advisors LLC 2.09% of their portfolio | 182.4k $8.3m | — |
| Henrickson Nauta Wealth Advisors, Inc. 7.74% of their portfolio | 177.9k $8.1m | — |
| GRAND WEALTH MANAGEMENT, LLC 3.87% of their portfolio | 161.2k $7.4m | — |
| Silicon Hills Wealth Management, LLC 5.79% of their portfolio | 159.7k $7.3m | — |
| Hightower 6M Holding, LLC 0.64% of their portfolio | 156.8k $7.2m | — |
| V Wealth Advisors LLC 1.37% of their portfolio | 149.3k $6.8m | — |
| AdvisorNet Financial, Inc 0.67% of their portfolio | 146.4k $6.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 129.5k $5.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 111.3k $5.1m | — |
| Evensky & Katz LLC 0.59% of their portfolio | 109.6k $5.0m | — |
| Highland Financial Advisors, LLC 3.42% of their portfolio | 108.1k $4.9m | — |
| Annapolis Financial Services, LLC 1.62% of their portfolio | 96.6k $4.4m | — |
| PATHSTONE FAMILY OFFICE, LLC 0.04% of their portfolio | 95.1k $4.3m | — |
| ShankerValleau Wealth Advisors, Inc. 2.90% of their portfolio | 93.8k $4.3m | — |
| SAGE RHINO CAPITAL LLC 1.70% of their portfolio | 92.6k $4.2m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.20% of their portfolio | 91.1k $4.2m | — |
| SAX WEALTH ADVISORS, LLC 1.02% of their portfolio | 86.8k $4.0m | — |
| Burton Enright Welch 1.94% of their portfolio | 85.5k $3.9m | — |
| CASTLE WEALTH MANAGEMENT LLC 2.33% of their portfolio | 84.0k $3.8m | — |
| Passive Capital Management, LLC. 2.01% of their portfolio | 83.5k $3.8m | — |
| WorthPointe, LLC 3.11% of their portfolio | 80.6k $3.7m | — |
| PARK AVENUE SECURITIES LLC 0.07% of their portfolio | 72.7k $3.3m | — |
| Focus Partners Advisor Solutions, LLC 0.18% of their portfolio | 65.9k $3.0m | — |
| Hill Investment Group Partners, LLC 0.85% of their portfolio | 65.0k $3.0m | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 1.26% of their portfolio | 62.3k $2.8m | — |
| Orion Porfolio Solutions, LLC 0.06% of their portfolio | 61.7k $2.8m | — |
| Chicago Partners Investment Group LLC 0.21% of their portfolio | 57.8k $2.9m | — |
| SOL Capital Management CO 0.55% of their portfolio | 57.6k $2.6m | — |
| Waterfront Wealth Inc. 1.07% of their portfolio | 57.0k $2.8m | — |
| CENTRAL TRUST Co 0.09% of their portfolio | 55.6k $2.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 54.5k $2.5m | — |
| TCI Wealth Advisors, Inc. 0.39% of their portfolio | 52.7k $2.4m | — |
| Stephens Consulting, LLC 2.16% of their portfolio | 52.7k $2.4m | — |
| Savant Capital, LLC 0.07% of their portfolio | 50.4k $2.3m | — |
| Moisand Fitzgerald Tamayo, LLC 0.62% of their portfolio | 49.7k $2.3m | — |
| CVA Family Office, LLC 0.61% of their portfolio | 49.4k $2.3m | — |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.99% of their portfolio | 49.0k $2.2m | — |
| ANDERSON HOAGLAND & CO 0.36% of their portfolio | 48.9k $2.2m | — |
| FIRST NATIONAL BANK SIOUX FALLS 2.32% of their portfolio | 48.6k $2.2m | — |
| WEALTHSOURCE PARTNERS, LLC 0.15% of their portfolio | 43.6k $2.0m | — |
| Krilogy Financial LLC 0.23% of their portfolio | 42.1k $1.9m | — |
| Sterneck Capital Management, LLC 1.34% of their portfolio | 41.6k $1.9m | — |
| OLD MISSION CAPITAL LLC 0.08% of their portfolio | 41.1k $1.9m | — |
| Great Point Wealth Advisors, LLC 0.70% of their portfolio | 41.0k $1.9m | — |
| Stratos Wealth Partners, LTD. 0.05% of their portfolio | 40.8k $1.9m | — |
| Wedmont Private Capital 0.37% of their portfolio | 40.2k $1.8m | — |
| UBS Group AG 0.00% of their portfolio | 39.6k $1.8m | — |
| UMB Bank, n.a. 0.03% of their portfolio | 39.5k $1.8m | — |
| BAYSHORE ASSET MANAGEMENT, LLC 1.29% of their portfolio | 37.4k $1.7m | — |
| Apella Capital, LLC 0.18% of their portfolio | 33.3k $1.5m | — |
| EverSource Wealth Advisors, LLC 0.33% of their portfolio | 31.7k $1.4m | — |
| DOWLING & YAHNKE LLC 0.06% of their portfolio | 30.4k $1.4m | — |
| CARDIFF PARK ADVISORS, LLC 0.21% of their portfolio | 30.0k $1.4m | — |
| Austin Asset Management Co Inc 0.49% of their portfolio | 29.9k $1.4m | — |
| Tortoise Investment Management, LLC 0.25% of their portfolio | 28.7k $1.3m | — |
| Magnus Financial Group LLC 0.24% of their portfolio | 28.0k $1.3m | — |
| Orion Portfolio Solutions, LLC 0.05% of their portfolio | 27.7k $1.3m | — |
| Greenspring Advisors, LLC 0.39% of their portfolio | 27.6k $1.3m | — |
| Abacus Planning Group, Inc. 0.34% of their portfolio | 24.4k $1.1m | — |
| Perigon Wealth Management, LLC 0.10% of their portfolio | 24.4k $1.1m | — |
| Truadvice, LLC 0.66% of their portfolio | 24.1k $1.2m | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 22.7k $1.0m | — |
| MORRIS FINANCIAL CONCEPTS, INC. 1.06% of their portfolio | 22.5k $1.0m | — |
| DOPKINS WEALTH MANAGEMENT, LLC 1.11% of their portfolio | 21.6k $987.0k | — |
| McLean Asset Management Corp 0.37% of their portfolio | 20.7k $963.0k | — |
| Forum Financial Management, LP 0.04% of their portfolio | 20.3k $928.0k | — |
| ADVISOR PARTNERS II, LLC 0.07% of their portfolio | 20.3k $927.0k | — |