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 |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
29,527
shares
|
$2.37 Million
0.11% of portfolio
|
Q3 2025
Reduced 49.52%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
29,472
shares
|
$2.37 Million
0.58% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
29,437
shares
|
$2.36 Million
1.3% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
29,289
shares
|
$2.35 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
29,220
shares
|
$2.34 Million
1.31% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
28,494
shares
|
$2.29 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
28,085
shares
|
$2.25 Million
0.35% of portfolio
|
Q3 2025
Reduced 36.94%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
27,544
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
27,185
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
26,477
shares
|
$2.12 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
26,165
shares
|
$2.1 Million
1.18% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
25,898
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
25,732
shares
|
$2.06 Million
0.56% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
25,709
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
25,603
shares
|
$2.05 Million
1.18% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,565
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
25,464
shares
|
$2.04 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
25,447
shares
|
$2.04 Million
1.26% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
25,336
shares
|
$2.03 Million
0.57% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
25,113
shares
|
$2.02 Million
0.35% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
24,289
shares
|
$1.95 Million
0.87% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
23,534
shares
|
$1.89 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
23,381
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 103.51%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
23,209
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
22,463
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Added 1.16%
|
|