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 526 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
41,845
shares
|
$3.28 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
41,633
shares
|
$3.27 Million
0.86% of portfolio
|
Q2 2025
Added 337.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,464
shares
|
$3.17 Million
0.52% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
39,098
shares
|
$3.07 Million
1.68% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
38,700
shares
|
$3.04 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
38,174
shares
|
$2.99 Million
0.34% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
37,579
shares
|
$2.95 Million
0.58% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
37,367
shares
|
$2.93 Million
2.24% of portfolio
|
Q2 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
37,357
shares
|
$2.93 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
37,323
shares
|
$2.93 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,999
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
36,963
shares
|
$2.9 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
36,404
shares
|
$2.86 Million
0.98% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
35,745
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 148.57%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
35,496
shares
|
$2.78 Million
0.84% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
35,004
shares
|
$2.75 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
34,795
shares
|
$2.73 Million
0.26% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
34,751
shares
|
$2.73 Million
1.34% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
34,429
shares
|
$2.7 Million
0.32% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
34,354
shares
|
$2.7 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
32,923
shares
|
$2.58 Million
1.08% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
32,640
shares
|
$2.56 Million
2.2% of portfolio
|
Q2 2025
Reduced 53.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
32,633
shares
|
$2.56 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
32,054
shares
|
$2.51 Million
1.84% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
31,929
shares
|
$2.5 Million
0.39% of portfolio
|
Q2 2025
Added 78.13%
|