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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,904
shares
|
$291,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,888
shares
|
$290,239
0.0% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,858
shares
|
$287,999
0.06% of portfolio
|
Q2 2023
Reduced 87.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,843
shares
|
$286,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,808
shares
|
$284,267
0.02% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$283,670
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,551
shares
|
$265,082
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,506
shares
|
$261,722
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
3,493
shares
|
$260,752
0.13% of portfolio
|
Q2 2025
Reduced 30.78%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
3,480
shares
|
$259,782
0.16% of portfolio
|
Q1 2025
Reduced 61.8%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,470
shares
|
$259,035
0.06% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
3,470
shares
|
$259,035
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,155
shares
|
$235,520
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,106
shares
|
$231,862
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,087
shares
|
$230,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,068
shares
|
$229,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,064
shares
|
$228,727
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
2,654
shares
|
$198,121
0.11% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,633
shares
|
$196,553
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,204
shares
|
$164,528
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,190
shares
|
$163,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,175
shares
|
$162,363
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
2,092
shares
|
$156,167
0.11% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,787
shares
|
$133,399
0.07% of portfolio
|
Q1 2025
Reduced 74.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,775
shares
|
$132,503
0.05% of portfolio
|
Q2 2025
Added 29.56%
|