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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
22,420
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
22,266
shares
|
$1.79 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
21,850
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,549
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 43.8%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,494
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
21,475
shares
|
$1.72 Million
1.19% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
21,171
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
21,092
shares
|
$1.69 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
20,863
shares
|
$1.67 Million
1.28% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
20,828
shares
|
$1.67 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
20,625
shares
|
$1.66 Million
1.26% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.63 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
20,321
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
20,121
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
19,613
shares
|
$1.57 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
19,581
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,550
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
19,527
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
19,263
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
19,190
shares
|
$1.54 Million
1.14% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,016
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
19,001
shares
|
$1.52 Million
0.67% of portfolio
|
Q3 2025
Added 112.37%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
19,001
shares
|
$1.52 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|