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 546 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
47,666
shares
|
$3.83 Million
0.19% of portfolio
|
Q3 2025
Added 72.62%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
46,890
shares
|
$3.76 Million
0.44% of portfolio
|
Q3 2025
Added 36.19%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
46,825
shares
|
$3.76 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
45,682
shares
|
$3.67 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
45,552
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
45,516
shares
|
$3.65 Million
2.18% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
45,086
shares
|
$3.62 Million
0.36% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
44,581
shares
|
$3.58 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
44,460
shares
|
$3.57 Million
3.46% of portfolio
|
Q3 2025
Added 253.92%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
44,360
shares
|
$3.56 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
44,036
shares
|
$3.53 Million
0.09% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
43,350
shares
|
$3.48 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
42,559
shares
|
$3.42 Million
0.35% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
42,430
shares
|
$3.41 Million
0.81% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
42,172
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
41,944
shares
|
$3.37 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
41,672
shares
|
$3.34 Million
0.23% of portfolio
|
Q3 2025
Added 175.41%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
41,633
shares
|
$3.34 Million
0.84% of portfolio
|
Q2 2025
Added 337.37%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
40,913
shares
|
$3.28 Million
1.02% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,464
shares
|
$3.25 Million
0.52% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
40,334
shares
|
$3.24 Million
0.76% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
39,957
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
39,529
shares
|
$3.17 Million
2.57% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
39,424
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2025
Added 679.9%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
39,134
shares
|
$3.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 36.5%
|
|