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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,550
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
19,336
shares
|
$1.44 Million
0.42% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
19,140
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2025
Added 49.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,983
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2023
Reduced 13.94%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
18,934
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
18,896
shares
|
$1.41 Million
1.17% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
18,884
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
18,821
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
18,755
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,712
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
18,705
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
18,361
shares
|
$1.37 Million
0.14% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
18,254
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Added 1562.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
18,234
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
17,932
shares
|
$1.34 Million
1.08% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
17,854
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,962
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
16,670
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
16,669
shares
|
$1.24 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
16,590
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
16,359
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 58.95%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
16,278
shares
|
$1.22 Million
0.73% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
16,065
shares
|
$1.2 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,802
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,561
shares
|
$1.16 Million
0.11% of portfolio
|
Q2 2025
Added 1.35%
|