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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
10,681
shares
|
$714,024
0.22% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
10,660
shares
|
$712,620
0.29% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
10,490
shares
|
$701,256
0.18% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
10,404
shares
|
$695,507
0.02% of portfolio
|
Q4 2024
Added 56.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,292
shares
|
$688,020
0.01% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
9,277
shares
|
$620,167
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
9,165
shares
|
$612,680
0.37% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
9,109
shares
|
$608,936
0.39% of portfolio
|
Q4 2024
Added 44.93%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
9,059
shares
|
$605,594
0.34% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
8,873
shares
|
$593,160
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,564
shares
|
$572,503
0.02% of portfolio
|
Q4 2024
Added 48.35%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8,493
shares
|
$567,757
0.16% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
8,429
shares
|
$563,478
0.29% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,420
shares
|
$562,877
0.03% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,284
shares
|
$553,785
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
8,094
shares
|
$541,083
0.14% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
7,864
shares
|
$525,708
0.1% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,757
shares
|
$518,555
0.2% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
7,600
shares
|
$508,059
0.02% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
7,488
shares
|
$500,572
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,472
shares
|
$499,503
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,429
shares
|
$496,628
0.18% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
7,380
shares
|
$493,352
0.19% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,210
shares
|
$481,988
0.0% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
7,207
shares
|
$481,787
0.01% of portfolio
|
Q4 2024
Reduced 9.16%
|