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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
480,389
shares
|
$38.6 Million
2.77% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
476,659
shares
|
$38.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
453,020
shares
|
$36.4 Million
0.57% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$35.7 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
444,211
shares
|
$35.6 Million
6.7% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
439,229
shares
|
$35.2 Million
0.23% of portfolio
|
Q3 2025
Added 55.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
429,746
shares
|
$34.5 Million
0.67% of portfolio
|
Q3 2025
Added 304.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
418,028
shares
|
$33.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
407,626
shares
|
$32.7 Million
7.54% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
392,739
shares
|
$31.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
387,857
shares
|
$31.1 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
378,681
shares
|
$30.4 Million
6.25% of portfolio
|
Q3 2025
Added 128.88%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
375,742
shares
|
$30.2 Million
6.63% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
372,508
shares
|
$29.9 Million
0.3% of portfolio
|
Q3 2025
Added 62.08%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
361,606
shares
|
$29 Million
1.18% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$28.8 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
341,897
shares
|
$27.4 Million
4.93% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
340,788
shares
|
$27.3 Million
9.46% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
340,269
shares
|
$27.3 Million
1.11% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
339,800
shares
|
$27.3 Million
2.8% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
326,725
shares
|
$26.2 Million
2.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
324,371
shares
|
$26 Million
1.72% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
310,434
shares
|
$24.9 Million
3.77% of portfolio
|
Q3 2025
Added 872.26%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
310,408
shares
|
$24.9 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
309,620
shares
|
$24.8 Million
0.05% of portfolio
|
Q3 2025
Added 15.29%
|
|