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 560 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
5,102,049
shares
|
$409 Million
0.63% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,932,115
shares
|
$396 Million
0.09% of portfolio
|
Q3 2025
Added 357.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,068,689
shares
|
$327 Million
0.1% of portfolio
|
Q3 2025
Added 140.64%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,671,927
shares
|
$295 Million
0.15% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,605,697
shares
|
$289 Million
0.46% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
2,948,595
shares
|
$237 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2,808,323
shares
|
$225 Million
17.71% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,703,438
shares
|
$217 Million
0.14% of portfolio
|
Q3 2025
Added 134.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,674,765
shares
|
$215 Million
0.01% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,639,746
shares
|
$212 Million
0.13% of portfolio
|
Q3 2025
Added 345.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,355,590
shares
|
$189 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,304,985
shares
|
$185 Million
0.06% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,131,312
shares
|
$171 Million
4.77% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,049,271
shares
|
$164 Million
0.01% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$145 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,684,856
shares
|
$135 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 16, 2026 Q4 2025 |
1,427,068
shares
|
$115 Million
14.2% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
1,362,051
shares
|
$109 Million
2.19% of portfolio
|
Q4 2025
Added 3.65%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,220,027
shares
|
$97.9 Million
5.51% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
992,713
shares
|
$79.7 Million
0.24% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
977,614
shares
|
$78.5 Million
0.01% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
925,546
shares
|
$74.3 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
914,355
shares
|
$73.4 Million
17.73% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
873,489
shares
|
$70.1 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
860,652
shares
|
$69.1 Million
7.5% of portfolio
|
Q3 2025
Added 6.21%
|
|