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 |
|---|---|---|---|---|---|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
235,268
shares
|
$18.9 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
233,356
shares
|
$18.7 Million
5.97% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
232,924
shares
|
$18.7 Million
5.5% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
232,645
shares
|
$18.7 Million
5.31% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
231,446
shares
|
$18.6 Million
12.05% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
223,795
shares
|
$18 Million
0.09% of portfolio
|
Q3 2025
Added 111.15%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
221,398
shares
|
$17.8 Million
2.14% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
216,528
shares
|
$17.4 Million
6.25% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
211,425
shares
|
$17 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
211,006
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2025
Added 70.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
207,766
shares
|
$16.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
206,749
shares
|
$16.6 Million
0.04% of portfolio
|
Q3 2025
Added 198.51%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
202,935
shares
|
$16.3 Million
4.9% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
202,458
shares
|
$16.2 Million
2.15% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
199,033
shares
|
$16 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
197,221
shares
|
$15.8 Million
2.71% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
194,126
shares
|
$15.6 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
190,768
shares
|
$15.3 Million
0.08% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
188,022
shares
|
$15.1 Million
8.32% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
187,533
shares
|
$15 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
184,587
shares
|
$14.8 Million
4.75% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
183,213
shares
|
$14.7 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
179,057
shares
|
$14.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
175,379
shares
|
$14.1 Million
6.55% of portfolio
|
Q3 2025
Added 63.07%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
170,926
shares
|
$13.7 Million
5.53% of portfolio
|
Q3 2025
Reduced 3.23%
|
|