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 545 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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
5,249
shares
|
$421,232
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
5,132
shares
|
$411,843
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,115
shares
|
$410,478
0.02% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,096
shares
|
$408,954
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
5,090
shares
|
$408,472
0.2% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
5,065
shares
|
$406,466
0.11% of portfolio
|
Q2 2025
Added 4865.69%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,994
shares
|
$400,768
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,961
shares
|
$398,120
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
4,944
shares
|
$396,756
0.22% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,839
shares
|
$388,329
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,778
shares
|
$383,434
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,714
shares
|
$378,298
0.02% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
4,673
shares
|
$375,008
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,442
shares
|
$356,470
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,434
shares
|
$355,828
0.02% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,367
shares
|
$350,451
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,347
shares
|
$348,846
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,308
shares
|
$345,717
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,169
shares
|
$334,562
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,126
shares
|
$331,111
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,125
shares
|
$331,031
0.06% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,091
shares
|
$328,302
0.22% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
4,035
shares
|
$323,808
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,949
shares
|
$316,907
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,945
shares
|
$316,586
0.0% of portfolio
|
Q3 2025
Added 44.35%
|
|