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 526 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,985
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
14,982
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
14,609
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.93%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
14,601
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
13,946
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,566
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 217.78%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
13,506
shares
|
$1.06 Million
0.6% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
13,432
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,312
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
13,178
shares
|
$1.03 Million
0.8% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,789
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 97.54%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,732
shares
|
$998,825
0.3% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
12,643
shares
|
$991,843
0.59% of portfolio
|
Q2 2025
Added 90.01%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
12,562
shares
|
$985,488
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,522
shares
|
$982,350
0.03% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
12,444
shares
|
$976,231
0.56% of portfolio
|
Q2 2025
Added 127.79%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,404
shares
|
$973,093
0.26% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
12,102
shares
|
$949,401
0.27% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
11,695
shares
|
$917,472
0.44% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
11,556
shares
|
$906,568
0.24% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,519
shares
|
$903,665
0.5% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
11,489
shares
|
$901,312
0.01% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
11,457
shares
|
$898,801
0.14% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
11,378
shares
|
$892,604
0.01% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
11,320
shares
|
$888,054
0.24% of portfolio
|
Q1 2025
Added 7.91%
|