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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
103
shares
|
$8,265
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
85
shares
|
$6,821
0.0% of portfolio
|
Q3 2025
Reduced 71.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79
shares
|
$6,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
70
shares
|
$5,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
63
shares
|
$5,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
59
shares
|
$4,734
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
58
shares
|
$4,654
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
57
shares
|
$4,574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
53
shares
|
$4,253
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
51
shares
|
$4,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$1,364
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
10
shares
|
$802
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
10
shares
|
$802
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|