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 |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,930
shares
|
$368,024
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,897
shares
|
$365,561
0.0% of portfolio
|
Q4 2023
Added 7.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,839
shares
|
$361,231
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,774
shares
|
$356,379
0.0% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,742
shares
|
$353,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,714
shares
|
$351,900
0.02% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
4,660
shares
|
$347,869
0.23% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,533
shares
|
$338,388
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,528
shares
|
$338,015
0.0% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,456
shares
|
$332,640
0.0% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
4,442
shares
|
$331,595
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,434
shares
|
$330,998
0.02% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,367
shares
|
$325,996
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,348
shares
|
$324,578
0.0% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
4,278
shares
|
$319,352
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,269
shares
|
$318,680
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,223
shares
|
$315,246
0.01% of portfolio
|
Q1 2025
Added 46.02%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
4,188
shares
|
$312,634
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
4,125
shares
|
$307,931
0.05% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,059
shares
|
$303,004
0.0% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
4,035
shares
|
$301,212
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,986
shares
|
$297,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
3,963
shares
|
$295,837
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,923
shares
|
$292,851
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
3,910
shares
|
$291,881
0.09% of portfolio
|
Q4 2023
Reduced 18.34%
|