Inst. Holders
6 funds
AV
AVDE
AMERICAN CENTY ETF TR
$90.07 ▲ +0.20%
Prev close $89.89Snapshot
The big-picture read on AVDE right now — valuation, ownership and activity at a glance.
Inst. Value
$635.4M
Inst. Activity
1 buys / 0 sells
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 short_volume
Short Volume: AVDE — 81.9% short (0.5M / 0.6M)
Short: 460,498 | Exempt: 3,073 | TRF Vol: 562,522 | Short Ratio: 81.9% | Off-exchange volume (dark p
Sep 30, 2026 Inst.
Farther Finance Advisors, LLC — ADD
196,955 shares ($17.7M)
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
5,634,103 shares ($502.6M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 15, 2026
short_volume
Short Volume: AVDE — 81.9% short (0.5M / 0.6M)
Short: 460,498 | Exempt: 3,073 | TRF Vol: 562,522 | Short Ratio: 81.9% | Off-exchange volume (dark pool + OTC)
Oct 14, 2026
short_volume
Short Volume: AVDE — 67.5% short (0.4M / 0.5M)
Short: 361,721 | Exempt: 800 | TRF Vol: 536,110 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Oct 5, 2026
short_volume
Short Volume: AVDE — 80.7% short (0.6M / 0.7M)
Short: 561,901 | Exempt: 1,200 | TRF Vol: 696,466 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
Oct 2, 2026
short_volume
Short Volume: AVDE — 72.7% short (0.5M / 0.6M)
Short: 454,145 | Exempt: 19,425 | TRF Vol: 624,949 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
Oct 1, 2026
short_volume
Short Volume: AVDE — 66.8% short (1.3M / 2.0M)
Short: 1,315,338 | Exempt: 500 | TRF Vol: 1,968,187 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own AVDE (from quarterly 13F filings) and who is adding or trimming.
6 institutional holders with $635.4M total value (7,157,113 shares) as of 2026-Q3. Top holders: WEALTH, ATWOOD, Farther. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,989,042 | $530.2M | 83.4% | — |
| ATWOOD & PALMER INC | 789,054 | $71.1M | 11.2% | — |
| Farther Finance Advisors, LLC | 196,955 | $17.7M | 2.8% | ADD +41.0% |
| Concurrent Investment Advisors, LLC | 180,144 | $16.2M | 2.6% | — |
| MATHER GROUP, LLC. | 1,610 | $145.1K | 0.0% | — |
| TD Waterhouse Canada Inc. | 308 | $26.8K | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | ADD | 139,685 | 196,955 | +41.0% | $17.7M |
| LPL Financial LLC | ADD | 4,270,736 | 5,634,103 | +31.9% | $502.6M |
| Bank of New York Mellon Corp | DOUBLED | 805,700 | 4,356,688 | +440.7% | $388.6M |
| WELLS FARGO & COMPANY/MN | ADD | 1,817,012 | 2,886,060 | +58.8% | $257.4M |
| Corient Private Wealth LP | TRIM | 4,999,263 | 2,271,682 | -54.6% | $202.6M |
| Waverly Advisors, LLC | ADD | 864,479 | 1,222,477 | +41.4% | $109.0M |
| JPMORGAN CHASE & CO | ADD | 424,678 | 555,377 | +30.8% | $49.4M |
| EP Wealth Advisors, LLC | DOUBLED | 129,799 | 504,383 | +288.6% | $45.0M |
| Prime Capital Investment Advisors, LLC | ADD | 366,255 | 464,198 | +26.7% | $41.4M |
| OSAIC HOLDINGS, INC. | ADD | 255,020 | 354,773 | +39.1% | $31.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AVDE.
Shares short
2,047,864
Settlement Sep 30, 2026
Change vs prior
+165.6%
Semi-monthly cycle
Days to cover
1.4
At avg daily volume