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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
114,165
shares
|
$9.16 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
112,493
shares
|
$9.03 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
109,761
shares
|
$8.81 Million
5.33% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
109,133
shares
|
$8.76 Million
0.01% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
108,789
shares
|
$8.73 Million
0.18% of portfolio
|
Q3 2025
Added 83.16%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
108,478
shares
|
$8.71 Million
4.0% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
107,561
shares
|
$8.63 Million
2.33% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
105,325
shares
|
$8.45 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
103,764
shares
|
$8.33 Million
2.29% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
99,913
shares
|
$8.02 Million
0.0% of portfolio
|
Q3 2025
Added 6400.52%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
99,190
shares
|
$7.96 Million
4.26% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
99,082
shares
|
$7.95 Million
0.53% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
98,683
shares
|
$7.92 Million
3.4% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
98,257
shares
|
$7.89 Million
2.42% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
96,585
shares
|
$7.75 Million
1.79% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
96,556
shares
|
$7.75 Million
5.16% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
96,230
shares
|
$7.72 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
96,007
shares
|
$7.7 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
95,233
shares
|
$7.64 Million
1.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
93,514
shares
|
$7.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
92,278
shares
|
$7.41 Million
1.97% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
91,265
shares
|
$7.32 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$7.17 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
88,458
shares
|
$7.1 Million
3.73% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
87,761
shares
|
$7.04 Million
0.2% of portfolio
|
Q3 2025
Added 2.68%
|
|