Institutional Ownership American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE). We have compiled data on the 565 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $8.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
8,490
shares
|
$681,322
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8,383
shares
|
$672,735
0.35% of portfolio
|
Q2 2025
Added 280.35%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
8,335
shares
|
$668,883
0.49% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
7,972
shares
|
$639,753
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
7,936
shares
|
$636,864
0.29% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,871
shares
|
$631,647
0.0% of portfolio
|
Q3 2025
Added 168.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
7,718
shares
|
$619,369
0.02% of portfolio
|
Q4 2025
Added 15.49%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,626
shares
|
$611,986
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,560
shares
|
$606,690
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,557
shares
|
$606,449
0.02% of portfolio
|
Q4 2025
Added 8.38%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
7,484
shares
|
$600,591
0.44% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,479
shares
|
$600,189
0.0% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
7,380
shares
|
$592,245
0.22% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,047
shares
|
$565,521
0.02% of portfolio
|
Q3 2025
Added 93.33%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,020
shares
|
$563,355
0.17% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
7,015
shares
|
$562,953
0.17% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
6,751
shares
|
$541,767
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,684
shares
|
$536,391
0.25% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
6,375
shares
|
$511,593
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
6,302
shares
|
$505,735
0.28% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,265
shares
|
$502,766
0.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
6,232
shares
|
$500,118
0.26% of portfolio
|
Q4 2025
Added 26.05%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
6,146
shares
|
$493,216
0.05% of portfolio
|
Q2 2025
Reduced 47.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,113
shares
|
$490,568
0.0% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
6,006
shares
|
$481,981
0.4% of portfolio
|
Q4 2025
New holding
|
|