AVDE — American Centy ETF Tr Institutional Holders · Q3 2026

Name: Who Owns AVDE? 39 Institutions Hold $714M (Q3 2026)
Creator: ko.io

Who owns American Centy ETF Tr (AVDE)? 39 institutions reported holding $713.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($132.7M), Oak Root LLC ($128.6M), Apella Capital, LLC ($97.3M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$132.7M	1.5M	Added
2	Oak Root LLC	$128.6M	1.4M	Hold
3	Apella Capital, LLC	$97.3M	1.1M	Added
4	ATWOOD & PALMER INC	$71.1M	789,054	Added
5	Versant Capital Management, Inc	$53.3M	591,192	Added
6	Financial Enhancement Group LLC	$33.2M	370,785	Added
7	RVW Wealth, LLC	$32.1M	356,653	Added
8	SEARCY FINANCIAL SERVICES INC /ADV	$30.2M	335,109	Trimmed
9	Farther Finance Advisors, LLC	$17.7M	196,955	Added
10	ELEVATION WEALTH PARTNERS, LLC	$17.2M	190,450	Added
11	BOYUM WEALTH ARCHITECTS LLC	$17.0M	188,089	Added
12	FSA Investment Group, LLC	$15.5M	171,952	Added
13	Financial Symmetry Inc	$12.9M	143,051	Trimmed
14	VISTA INVESTMENT PARTNERS LLC	$10.1M	111,541	Added
15	CoreCap Advisors, LLC	$8.9M	99,148	Added
16	Wedmont Private Capital	$6.4M	71,327	Added
17	Mendota Financial Group, LLC	$5.1M	56,824	Added
18	Grove Bank & Trust	$4.4M	49,137	Added
19	Wealth Enhancement Trust Services, Inc.	$3.5M	38,523	Added
20	CLUNE & ASSOCIATES, LTD.	$2.8M	31,457	Trimmed
21	Prosperity Planning, Inc.	$2.7M	29,547	Added
22	COLLECTIVE FAMILY OFFICE LLC	$2.3M	25,472	Trimmed
23	Breakwater Capital Group	$1.5M	16,687	Hold
24	FINANCIAL MANAGEMENT NETWORK INC	$1.5M	16,265	Added
25	Hardin Capital Partners, LLC	$1.3M	14,150	Added

Source: SEC Form 13F filings · as of 2026-09-30