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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
5,981
shares
|
$479,975
0.33% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,946
shares
|
$477,166
0.03% of portfolio
|
Q4 2025
Added 91.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,938
shares
|
$476,524
0.0% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
5,907
shares
|
$474,036
0.01% of portfolio
|
Q4 2025
Reduced 36.32%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
5,511
shares
|
$442,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,459
shares
|
$438,084
0.01% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,418
shares
|
$434,794
0.11% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
5,396
shares
|
$433,029
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,393
shares
|
$432,788
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,390
shares
|
$432,547
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,363
shares
|
$430,380
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
5,322
shares
|
$427,090
0.13% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Atala Financial Inc
Calabasas, CA |
Jan 23, 2026 Q4 2025 |
5,249
shares
|
$421,232
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
5,132
shares
|
$411,843
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,115
shares
|
$410,478
0.02% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
5,112
shares
|
$410,238
0.01% of portfolio
|
Q4 2025
Reduced 8.22%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,096
shares
|
$408,954
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
5,090
shares
|
$408,472
0.2% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
5,065
shares
|
$406,466
0.11% of portfolio
|
Q2 2025
Added 4865.69%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,961
shares
|
$398,120
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,839
shares
|
$388,329
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,778
shares
|
$383,434
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,714
shares
|
$378,298
0.02% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
4,673
shares
|
$375,008
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,442
shares
|
$356,470
0.14% of portfolio
|
Q2 2025
New holding
|
|