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 $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
30,103
shares
|
$2.21 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
30,074
shares
|
$2.2 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
29,576
shares
|
$2.17 Million
0.6% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
29,437
shares
|
$2.16 Million
1.24% of portfolio
|
Q4 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
28,489
shares
|
$2.09 Million
1.06% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
28,050
shares
|
$2.06 Million
0.25% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
27,841
shares
|
$2.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
27,252
shares
|
$2 Million
1.31% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
27,091
shares
|
$1.99 Million
0.14% of portfolio
|
Q1 2025
Added 52.7%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
27,073
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
25,603
shares
|
$1.88 Million
1.18% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
25,464
shares
|
$1.87 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
25,338
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
25,094
shares
|
$1.84 Million
0.41% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
24,899
shares
|
$1.82 Million
0.61% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
24,104
shares
|
$1.77 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
24,098
shares
|
$1.77 Million
1.44% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
23,607
shares
|
$1.73 Million
0.58% of portfolio
|
Q1 2025
Added 51.26%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
23,573
shares
|
$1.73 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
23,534
shares
|
$1.72 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,098
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
Added 365.87%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
23,041
shares
|
$1.69 Million
0.5% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
22,261
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
22,259
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.7%
|