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 436 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,563
shares
|
$233,804
0.0% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,557
shares
|
$233,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,503
shares
|
$229,866
0.03% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
3,470
shares
|
$227,701
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,399
shares
|
$223,042
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,276
shares
|
$214,971
0.0% of portfolio
|
Q4 2024
Reduced 52.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,156
shares
|
$207,096
0.0% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,155
shares
|
$207,031
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,892
shares
|
$189,773
0.01% of portfolio
|
Q4 2024
Added 228.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
2,847
shares
|
$186,820
0.06% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
2,080
shares
|
$136,489
0.08% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,931
shares
|
$126,712
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,870
shares
|
$122,709
0.0% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,798
shares
|
$117,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,697
shares
|
$111,357
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,683
shares
|
$110,438
0.04% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,575
shares
|
$103,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,400
shares
|
$91,868
0.01% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,370
shares
|
$89,899
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,346
shares
|
$88,324
0.01% of portfolio
|
Q1 2025
Added 134500.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
1,300
shares
|
$85,306
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,247
shares
|
$81,828
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,161
shares
|
$76,184
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,098
shares
|
$72,050
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
1,028
shares
|
$67,457
0.03% of portfolio
|
Q4 2024
New holding
|