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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,434
shares
|
$355,828
0.02% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,367
shares
|
$350,451
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
4,329
shares
|
$347,402
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,308
shares
|
$345,717
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
4,275
shares
|
$343,068
0.0% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
4,271
shares
|
$342,747
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
4,253
shares
|
$341,303
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 21, 2026 Q4 2025 |
4,176
shares
|
$335,124
0.27% of portfolio
|
Q4 2025
Added 50.98%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,126
shares
|
$331,111
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,125
shares
|
$331,031
0.06% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,091
shares
|
$328,302
0.22% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
4,035
shares
|
$323,808
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,949
shares
|
$316,907
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,945
shares
|
$316,586
0.0% of portfolio
|
Q3 2025
Added 44.35%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,923
shares
|
$314,820
0.02% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
3,910
shares
|
$313,777
0.12% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,890
shares
|
$312,172
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,881
shares
|
$311,450
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,843
shares
|
$308,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$304,950
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,798
shares
|
$304,789
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,653
shares
|
$293,153
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
3,651
shares
|
$292,992
0.16% of portfolio
|
Q3 2025
Added 32.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,555
shares
|
$285,288
0.25% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,551
shares
|
$284,967
0.01% of portfolio
|
Q2 2025
New holding
|
|