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 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,945
shares
|
$316,586
0.0% of portfolio
|
Q3 2025
Added 44.35%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,923
shares
|
$314,820
0.02% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
3,910
shares
|
$313,777
0.12% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,890
shares
|
$312,172
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,881
shares
|
$311,450
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,843
shares
|
$308,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$304,950
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,798
shares
|
$304,789
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,653
shares
|
$293,153
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
3,651
shares
|
$292,992
0.16% of portfolio
|
Q3 2025
Added 32.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,555
shares
|
$285,288
0.25% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,551
shares
|
$284,967
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,540
shares
|
$284,085
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,506
shares
|
$281,356
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,470
shares
|
$278,467
0.06% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
3,470
shares
|
$278,467
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,464
shares
|
$277,986
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
3,322
shares
|
$266,590
0.08% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
3,291
shares
|
$264,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,275
shares
|
$262,818
0.06% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,260
shares
|
$261,615
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,140
shares
|
$251,985
0.0% of portfolio
|
Q3 2025
Reduced 98.15%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,105
shares
|
$249,176
0.02% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,105
shares
|
$249,176
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
3,059
shares
|
$245,484
0.06% of portfolio
|
Q3 2025
Reduced 0.16%
|
|