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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
852,722
shares
|
$68.4 Million
10.45% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
850,512
shares
|
$68.3 Million
0.01% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
823,699
shares
|
$66.1 Million
0.11% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
787,011
shares
|
$63.2 Million
0.02% of portfolio
|
Q3 2025
Added 68.23%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
783,850
shares
|
$62.9 Million
9.99% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
736,112
shares
|
$59.1 Million
3.86% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
724,307
shares
|
$58.1 Million
11.29% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
715,579
shares
|
$57.4 Million
1.99% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
704,135
shares
|
$56.5 Million
1.05% of portfolio
|
Q3 2025
Added 360994.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
684,220
shares
|
$54.9 Million
0.25% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
667,462
shares
|
$53.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
648,239
shares
|
$52 Million
0.17% of portfolio
|
Q3 2025
Added 30.31%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
648,068
shares
|
$52 Million
6.49% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$51.6 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
632,451
shares
|
$50.8 Million
1.17% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$49.7 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
618,657
shares
|
$49.6 Million
12.94% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
616,143
shares
|
$49.4 Million
4.47% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
615,201
shares
|
$49.4 Million
0.27% of portfolio
|
Q3 2025
Added 75.07%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
606,096
shares
|
$48.6 Million
6.74% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
581,980
shares
|
$46.7 Million
0.06% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
575,848
shares
|
$46.2 Million
1.33% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$45.3 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
520,709
shares
|
$41.8 Million
4.21% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
484,792
shares
|
$38.9 Million
2.41% of portfolio
|
Q3 2025
Reduced 41.01%
|
|