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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
85,891
shares
|
$6.89 Million
0.15% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
84,715
shares
|
$6.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
84,129
shares
|
$6.75 Million
4.63% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
83,106
shares
|
$6.67 Million
3.04% of portfolio
|
Q3 2025
Added 63.63%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
82,380
shares
|
$6.61 Million
1.31% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
81,531
shares
|
$6.54 Million
1.03% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
80,445
shares
|
$6.46 Million
1.33% of portfolio
|
Q3 2025
Added 843.75%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
78,997
shares
|
$6.34 Million
2.13% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
78,897
shares
|
$6.33 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
77,852
shares
|
$6.25 Million
0.81% of portfolio
|
Q3 2025
Added 167.75%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
76,148
shares
|
$6.11 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
75,805
shares
|
$6.08 Million
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
75,337
shares
|
$6.05 Million
2.71% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
74,832
shares
|
$6.01 Million
1.7% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
74,677
shares
|
$5.99 Million
2.18% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
72,348
shares
|
$5.81 Million
4.9% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
69,691
shares
|
$5.59 Million
0.21% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
69,637
shares
|
$5.59 Million
3.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
66,621
shares
|
$5.35 Million
2.76% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
65,462
shares
|
$5.25 Million
4.19% of portfolio
|
Q3 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
65,302
shares
|
$5.24 Million
0.54% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
64,846
shares
|
$5.2 Million
1.96% of portfolio
|
Q3 2025
Added 39.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
64,312
shares
|
$5.16 Million
1.55% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
61,713
shares
|
$4.95 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
61,609
shares
|
$4.94 Million
4.17% of portfolio
|
Q3 2025
Added 4.37%
|
|