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 483 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
24,337
shares
|
$1.82 Million
0.55% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
24,104
shares
|
$1.8 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
24,098
shares
|
$1.8 Million
1.44% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
23,792
shares
|
$1.78 Million
0.87% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
23,607
shares
|
$1.76 Million
0.58% of portfolio
|
Q1 2025
Added 51.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
23,534
shares
|
$1.76 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,098
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Added 365.87%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,463
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
22,261
shares
|
$1.66 Million
0.29% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,005
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
21,901
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,850
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
21,815
shares
|
$1.63 Million
0.91% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
21,526
shares
|
$1.61 Million
0.95% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
21,270
shares
|
$1.59 Million
1.19% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
20,870
shares
|
$1.56 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
20,376
shares
|
$1.52 Million
1.27% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.52 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
20,243
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
20,007
shares
|
$1.49 Million
0.29% of portfolio
|
Q1 2025
Added 69.45%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
19,836
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
19,823
shares
|
$1.48 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
19,695
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 3.36%
|