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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
309,404
shares
|
$24.8 Million
0.19% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
308,843
shares
|
$24.8 Million
14.16% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
308,347
shares
|
$24.7 Million
10.1% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
304,232
shares
|
$24.4 Million
14.67% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
303,012
shares
|
$24.3 Million
3.39% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
299,150
shares
|
$24 Million
8.25% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
297,796
shares
|
$23.9 Million
3.48% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
289,003
shares
|
$23.2 Million
6.79% of portfolio
|
Q3 2025
Added 74.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
288,301
shares
|
$23.1 Million
1.13% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
276,728
shares
|
$22.2 Million
2.9% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
276,722
shares
|
$22.2 Million
7.35% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$22.1 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
270,761
shares
|
$21.7 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
269,058
shares
|
$21.6 Million
7.42% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
266,192
shares
|
$21.4 Million
4.46% of portfolio
|
Q3 2025
Added 51.73%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
265,887
shares
|
$21.3 Million
6.49% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
265,224
shares
|
$21.3 Million
2.99% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
264,535
shares
|
$21.2 Million
5.39% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
260,452
shares
|
$20.9 Million
10.76% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
259,340
shares
|
$20.8 Million
1.04% of portfolio
|
Q3 2025
Added 162.39%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
257,108
shares
|
$20.6 Million
8.26% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
246,766
shares
|
$19.8 Million
7.42% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
244,708
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2025
Added 156.2%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
238,055
shares
|
$19.1 Million
2.29% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
235,460
shares
|
$18.9 Million
4.34% of portfolio
|
Q3 2025
Added 5.57%
|
|