Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
405KNew |
$31.5M - $32.9M
|
405K
$32.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
306K+ 35.92% |
$23.8M - $24.9M
|
1.16M
$93M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
288KNew |
$22.4M - $23.4M
|
288K
$23.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
234K+ 100.07% |
$18.1M - $19M
|
467K
$37.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207K+ 4.22% |
$16.1M - $16.8M
|
5.1M
$409M
|
|
|
Jan 21, 2026
Q4 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
139KNew |
$10.8M - $11.3M
|
139K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
119K+ 31.31% |
$9.21M - $9.63M
|
497K
$39.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
80.3K+ 29.03% |
$6.24M - $6.52M
|
357K
$28.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$3.86M - $4.04M
|
682K
$54.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
47.9K+ 3.65% |
$3.72M - $3.89M
|
1.36M
$109M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
46.9KNew |
$3.64M - $3.81M
|
46.9K
$3.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42.7K+ 54.91% |
$3.32M - $3.47M
|
121K
$9.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
38.3KNew |
$2.97M - $3.11M
|
38.3K
$3.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34.9K+ 99.7% |
$2.71M - $2.84M
|
70K
$5.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31.4K+ 6.53% |
$2.43M - $2.55M
|
512K
$41.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.4K+ 9.82% |
$2.36M - $2.47M
|
340K
$27.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.1K+ 49.09% |
$1.95M - $2.04M
|
76.3K
$6.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.2KNew |
$1.8M - $1.89M
|
23.2K
$1.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
22.9K+ 5.17% |
$1.78M - $1.86M
|
467K
$37.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
20.7KNew |
$1.61M - $1.68M
|
20.7K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
20.3K+ 220.64% |
$1.57M - $1.65M
|
29.4K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
20.1K+ 39.46% |
$1.56M - $1.63M
|
70.9K
$5.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
19.9K+ 23.94% |
$1.55M - $1.62M
|
103K
$8.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.6K+ 2.7% |
$1.29M - $1.35M
|
633K
$50.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15K+ 24.86% |
$1.16M - $1.22M
|
75.2K
$6.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.3K+ 4.27% |
$959K - $1M
|
301K
$24.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$956K - $1M
|
12.3K
$988K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 87.99% |
$907K - $949K
|
25K
$2M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 8.19% |
$907K - $949K
|
154K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
9.59KNew |
$744K - $778K
|
9.59K
$769K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.53K+ 228.62% |
$740K - $774K
|
13.7K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.87K+ 6.1% |
$689K - $721K
|
154K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.83K+ 5.35% |
$685K - $717K
|
174K
$13.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.57K+ 3.64% |
$666K - $696K
|
244K
$19.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.99K+ 21.18% |
$620K - $648K
|
45.7K
$3.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
7.97KNew |
$619K - $647K
|
7.97K
$640K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.67K+ 7.94% |
$596K - $623K
|
104K
$8.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.15K+ 87.18% |
$555K - $581K
|
15.4K
$1.23M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
6.47K+ 2.62% |
$502K - $525K
|
253K
$20.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
6.01KNew |
$466K - $488K
|
6.01K
$482K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.86K+ 117.34% |
$455K - $476K
|
10.9K
$871K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5.4K+ 5.2% |
$419K - $438K
|
109K
$8.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.17K+ 11.02% |
$401K - $420K
|
52.1K
$4.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.97K+ 20.44% |
$386K - $403K
|
29.3K
$2.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.8K+ 29.88% |
$373K - $390K
|
20.9K
$1.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.47K+ 19.26% |
$347K - $363K
|
27.7K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33KNew |
$336K - $352K
|
4.33K
$347K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
4.27KNew |
$332K - $347K
|
4.27K
$343K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.25KNew |
$330K - $345K
|
4.25K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.6K+ 16.99% |
$279K - $292K
|
24.8K
$1.99M
|
|