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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
38,709
shares
|
$3.11 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
38,480
shares
|
$3.09 Million
0.29% of portfolio
|
Q3 2025
Added 183.65%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
38,323
shares
|
$3.08 Million
0.41% of portfolio
|
Q3 2025
Added 32.77%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
37,703
shares
|
$3.03 Million
2.16% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
37,467
shares
|
$3.01 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
36,917
shares
|
$2.96 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
36,623
shares
|
$2.94 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
36,133
shares
|
$2.9 Million
0.9% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
35,847
shares
|
$2.88 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
35,052
shares
|
$2.81 Million
0.27% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
35,032
shares
|
$2.81 Million
0.31% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,735
shares
|
$2.79 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
34,607
shares
|
$2.78 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
34,498
shares
|
$2.77 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
34,330
shares
|
$2.75 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
33,768
shares
|
$2.71 Million
1.81% of portfolio
|
Q3 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
33,621
shares
|
$2.7 Million
1.17% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
33,013
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
32,633
shares
|
$2.62 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
30,432
shares
|
$2.44 Million
0.65% of portfolio
|
Q3 2022
Added 165.74%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,322
shares
|
$2.43 Million
0.86% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
30,320
shares
|
$2.43 Million
1.29% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
30,134
shares
|
$2.42 Million
2.41% of portfolio
|
Q3 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
29,763
shares
|
$2.39 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,630
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Added 42.45%
|
|