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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,434
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
15,390
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
15,131
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,638
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
14,601
shares
|
$1.09 Million
0.3% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,380
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,198
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,142
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
13,900
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
13,829
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,728
shares
|
$1.02 Million
0.4% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
13,391
shares
|
$999,638
0.02% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,312
shares
|
$993,740
0.02% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
13,178
shares
|
$983,737
0.8% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
12,687
shares
|
$947,084
0.3% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
12,636
shares
|
$943,277
0.0% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,404
shares
|
$925,958
0.26% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
11,721
shares
|
$874,972
0.08% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
11,695
shares
|
$873,031
0.44% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
11,694
shares
|
$872,957
0.23% of portfolio
|
Q1 2025
Added 44.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,554
shares
|
$862,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,519
shares
|
$859,893
0.5% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
11,489
shares
|
$857,653
0.02% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
11,457
shares
|
$855,265
0.14% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,385
shares
|
$849,890
0.25% of portfolio
|
Q1 2025
Reduced 33.26%
|