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 482 institutions that hold shares in the stock, with a total of 82.5 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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
6,845
shares
|
$510,979
0.0% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,692
shares
|
$499,557
0.01% of portfolio
|
Q1 2025
Added 49.18%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
6,572
shares
|
$490,599
0.25% of portfolio
|
Q1 2025
Reduced 96.57%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
6,572
shares
|
$490,599
0.24% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,512
shares
|
$486,120
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,502
shares
|
$485,374
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,474
shares
|
$483,284
0.0% of portfolio
|
Q1 2025
Added 71.13%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,240
shares
|
$465,816
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
6,013
shares
|
$448,870
0.33% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,812
shares
|
$433,865
0.13% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
5,724
shares
|
$427,296
0.17% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
5,699
shares
|
$425,430
0.11% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,684
shares
|
$424,310
0.11% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,661
shares
|
$422,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
5,570
shares
|
$415,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
5,560
shares
|
$415,054
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,511
shares
|
$411,396
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
5,463
shares
|
$407,812
0.28% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,459
shares
|
$407,514
0.01% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
5,396
shares
|
$402,811
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
5,393
shares
|
$402,587
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,390
shares
|
$402,363
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
5,249
shares
|
$391,837
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,234
shares
|
$390,718
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,133
shares
|
$383,178
0.02% of portfolio
|
Q2 2025
Added 1.18%
|