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 547 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 $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,479
shares
|
$600,189
0.0% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
7,380
shares
|
$592,245
0.22% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,047
shares
|
$565,521
0.02% of portfolio
|
Q3 2025
Added 93.33%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,020
shares
|
$563,355
0.17% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
7,015
shares
|
$562,953
0.17% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
6,751
shares
|
$541,767
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,684
shares
|
$536,391
0.25% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,683
shares
|
$536,310
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
6,375
shares
|
$511,593
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
6,302
shares
|
$505,735
0.28% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,265
shares
|
$502,766
0.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
6,232
shares
|
$500,118
0.26% of portfolio
|
Q4 2025
Added 26.05%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
6,146
shares
|
$493,216
0.05% of portfolio
|
Q2 2025
Reduced 47.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,113
shares
|
$490,568
0.0% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
6,004
shares
|
$481,821
0.32% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,938
shares
|
$476,524
0.0% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
5,570
shares
|
$446,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
5,511
shares
|
$442,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,459
shares
|
$438,084
0.01% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,418
shares
|
$434,794
0.11% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
5,396
shares
|
$433,029
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,393
shares
|
$432,788
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,390
shares
|
$432,547
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,363
shares
|
$430,380
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,322
shares
|
$427,090
0.15% of portfolio
|
Q3 2025
Reduced 7.02%
|
|