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 459 institutions that hold shares in the stock, with a total of 81 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,731,636
shares
|
$345 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,886,563
shares
|
$283 Million
0.43% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,790,021
shares
|
$276 Million
8.8% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,844,520
shares
|
$207 Million
19.21% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,529,397
shares
|
$184 Million
0.23% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
2,019,102
shares
|
$147 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,007,800
shares
|
$146 Million
1.12% of portfolio
|
Q1 2025
Added 27747.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,898,945
shares
|
$138 Million
0.01% of portfolio
|
Q1 2025
Added 41.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$132 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,679,578
shares
|
$122 Million
0.05% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,523,081
shares
|
$111 Million
13.53% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,377,624
shares
|
$100 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,220,027
shares
|
$88.9 Million
5.51% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
1,193,068
shares
|
$86.9 Million
2.01% of portfolio
|
Q1 2025
Added 72.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,175,937
shares
|
$85.7 Million
0.18% of portfolio
|
Q1 2025
Added 94.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,100,998
shares
|
$80.2 Million
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
965,083
shares
|
$70.3 Million
0.0% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
942,590
shares
|
$68.7 Million
17.9% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
894,100
shares
|
$65.2 Million
2.36% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
850,000
shares
|
$61.9 Million
0.01% of portfolio
|
Q1 2025
Added 472.39%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
789,405
shares
|
$57.5 Million
11.52% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
781,452
shares
|
$56.9 Million
0.21% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
743,064
shares
|
$54.1 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
741,046
shares
|
$54 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
738,696
shares
|
$53.8 Million
10.65% of portfolio
|
Q1 2025
Reduced 1.63%
|