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 |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,021
shares
|
$242,435
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
3,000
shares
|
$240,750
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,961
shares
|
$237,620
0.0% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,940
shares
|
$235,935
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,876
shares
|
$230,799
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,862
shares
|
$229,675
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,856
shares
|
$229,194
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,822
shares
|
$226,465
0.0% of portfolio
|
Q3 2025
Reduced 39.71%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
2,808
shares
|
$225,342
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
2,797
shares
|
$224,459
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,782
shares
|
$223,255
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,773
shares
|
$222,533
0.01% of portfolio
|
Q2 2025
Added 1075.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
2,766
shares
|
$221,971
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,740
shares
|
$219,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
2,723
shares
|
$218,520
0.07% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
2,453
shares
|
$196,853
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
2,207
shares
|
$177,111
0.12% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,092
shares
|
$167,883
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,045
shares
|
$164,111
0.13% of portfolio
|
Q3 2025
Added 2821.43%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,840
shares
|
$147,660
0.0% of portfolio
|
Q3 2025
Added 84.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,826
shares
|
$146,536
0.01% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,787
shares
|
$143,406
0.07% of portfolio
|
Q1 2025
Reduced 74.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,775
shares
|
$142,443
0.05% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,761
shares
|
$141,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,700
shares
|
$136,425
0.02% of portfolio
|
Q1 2025
Added 21.43%
|
|