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 432 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,520
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 49.4%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
15,181
shares
|
$1.01 Million
0.87% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
15,017
shares
|
$1 Million
0.19% of portfolio
|
Q4 2024
Added 162.99%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,004
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
14,984
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
13,861
shares
|
$926,607
0.08% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
13,661
shares
|
$913,237
0.02% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
13,558
shares
|
$906,352
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
13,420
shares
|
$897,126
0.09% of portfolio
|
Q3 2024
Added 106.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,312
shares
|
$889,907
0.02% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
13,182
shares
|
$881,216
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
13,067
shares
|
$873,528
0.08% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
12,846
shares
|
$858,755
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
12,769
shares
|
$853,607
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
12,561
shares
|
$839,702
0.0% of portfolio
|
Q4 2024
Added 141.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
12,543
shares
|
$838,499
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,404
shares
|
$829,207
0.26% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
12,118
shares
|
$810,088
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
11,807
shares
|
$789,297
0.23% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
11,741
shares
|
$784,885
0.28% of portfolio
|
Q4 2024
Added 192.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
11,489
shares
|
$768,039
0.01% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
11,367
shares
|
$759,883
0.39% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,327
shares
|
$757,209
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,147
shares
|
$745,176
0.0% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
10,856
shares
|
$725,723
0.06% of portfolio
|
Q4 2024
New holding
|