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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
970
shares
|
$63,651
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
964
shares
|
$63,257
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
717
shares
|
$47,049
0.01% of portfolio
|
Q1 2024
Reduced 58.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
659
shares
|
$43,243
0.01% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
625
shares
|
$41,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
603
shares
|
$39,568
0.03% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
497
shares
|
$32,613
0.01% of portfolio
|
Q3 2023
Reduced 86.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
495
shares
|
$32,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
353
shares
|
$23,163
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
324
shares
|
$21,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
298
shares
|
$19,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
296
shares
|
$19,423
0.01% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
239
shares
|
$15,683
0.01% of portfolio
|
Q4 2024
Reduced 79.24%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
192
shares
|
$12,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
190
shares
|
$12,467
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
178
shares
|
$11,680
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$11,024
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
148
shares
|
$9,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
135
shares
|
$8,858
0.0% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
125
shares
|
$8,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122
shares
|
$8,005
0.0% of portfolio
|
Q4 2024
Reduced 95.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$7,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$6,562
0.0% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
70
shares
|
$4,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
59
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|